Infusionsoft vs Siebel CRM

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Our analysts compared Infusionsoft vs Siebel CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool
Siebel CRM Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Siebel CRM is a comprehensive software solution designed to manage customer interactions and relationships. It caters to mid-sized and large enterprises across various industries, particularly those with complex sales and service processes. Key benefits include improved customer acquisition, retention, and satisfaction through automated workflows, data-driven insights, and personalized experiences. Popular features include sales opportunity management, contact management, service request management, and reporting and analytics. User reviews highlight the platform's robust functionality, scalability, and customization options. However, some users report a steeper learning curve compared to other CRM solutions. Pricing varies depending on the deployment model, number of users, and additional modules required. Annual subscription fees typically range from tens of thousands to hundreds of thousands of dollars. Overall, Siebel CRM offers a powerful and comprehensive solution for managing customer relationships, particularly for larger organizations with complex needs. However, its steeper learning curve and higher price point might not be suitable for small businesses or those with simpler requirements.

Pros
  • Robust functionality
  • Scalable and customizable
  • Data-driven insights
  • Improved customer satisfaction
  • Automated workflows
Cons
  • Steeper learning curve
  • High price point
  • Complex for simple needs
  • Limited mobile functionality
  • Customization can be time-consuming
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Product Assistance

Documentation
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Live Online
Videos
Webinars
Documentation
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Deploy in the Cloud: Available via the Oracle Compute Cloud Service (OCCS). Reduce TCO, scale environments as needed, accelerate the start-up time and achieve a minimum uptime of 99.95%. 
  • Increase Agility: A continuous release model ensures regular updates that provide faster access to new features and security improvements. Also simplifies the updating process to minimize maintenance costs. 
  • Build on a Flexible Platform: Siebel Open UI uses one framework that supports multiple use cases, such as mobile, touch and employee-facing, offering a tailored user experience based on role. 
  • Gain Sales Insights: Gain visibility into pipeline and sales performance. Seamless integration with the other Siebel applications helps phase deployments. Segment sales regions, identify where to take action and offer tailored coaching to team members. 
  • Make Better Decisions: A 360-degree, real-time view of all sales activities enhances decision making. 
  • Execute Multichannel Campaigns: Integrate workflows, collaborate on approvals and use financial models to optimize marketing spend. Easily track campaigns via a command center. Up-to-date customer info enables the creation of personalized, targeted campaigns. 
  • Enhance Customer Service: Contact center teams can view historical customer interactions and respond to emails automatically. They can also ensure timely, comprehensive service for any customer or employee problems via a native help desk. 
  • Facilitate Mobile Service: Manage field service activities such as scheduling and contract management, as well as streamline and improve claims processes. 
  • Connect CRM With Social Media: An integrated framework connects the system with Oracle Social Relationship Management Cloud Service. View all contact info, address issues on social networks, transfer social media leads into Siebel CRM and more. 
  • Extend Capabilities: Integration with Oracle’s BI applications provides a range of analytics functionality. Additionally, connect with the Oracle CX Cloud Suite to provide a unified ecosystem, ensuring customer-centric experiences. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Sales Tools: On-the-go sales reps can access information while in person, respond to inquiries faster and increase sales. Capturing quotes and orders makes tracking products easier and offers insights that optimize product bundle targeting, prices, and cross-sell and upsell. 
  • Marketing Capabilities: Manage everything from events to email marketing and web marketing. Plan and track budgets while analyzing marketing activities via the resource management module. 
  • Dynamic Catalog: Define selling rules and maintain catalogs with this module. It integrates product selection and configuration to support comprehensive search options, configurations, and targeted upsell and cross-sell offers. 
  • Pricing Analytics: Make context-based decisions using consistent data. Determine product demand and gauge the overall effectiveness and pricing impact across various regions and offers such as discounts, incentives and more. 
  • Quote and Order Lifecycle Management: Ensure order completion, validity and accuracy. Support pricing and product configurations. Approve quotes, verify credit and payment, and analyze orders for greater understanding of the process and pipeline. 
  • Mobile Access: Maintain flexible access to key data: 
    • Remote capabilities support mobile devices such as laptops and tablets.
    • Siebel Mobile lets field workers view key data from iOS and Android devices as well as pagers.
    • The server sync feature integrates Microsoft Exchange Server and Siebel CRM’s database for automatic data syncing.
    • Wireless and handheld solutions cover mobility needs.
  • Loyalty Management: Build campaigns that drive loyalty without the need for IT expertise. Leverage marketing, analytics and service tools to boost profits and cut expenses while getting the most out of each customer relationship. 
  • Partner Management: Facilitate management of partner relationships by: 
    • Sharing information and streamlining processes for marketing, sales and other areas.
    • Overseeing partner relationships with tools for lead tracking, forecasting, partner progress assessments, complex pricing and channel operations management.
    • Supporting partner communities via a partner portal.
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Product Ranking

#3

among all
CRM Software

#24

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Good User Sentiment 485 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

72%
of users recommend this product

Siebel CRM has a 'good' User Satisfaction Rating of 72% when considering 485 user reviews from 5 recognized software review sites.

5.0 (20)
4.8 (10)
4.1 (930)
3.4 (367)
n/a
4.6 (11)
4.1 (1061)
n/a
4.3 (15)
4.2 (13)
3.8 (219)
4.0 (84)

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Centralized Customer Data: Siebel CRM provides a single platform for managing all customer data, offering a 360-degree view of customer interactions and relationships across sales, marketing, and service.
Improved Sales Efficiency: Siebel CRM automates workflows, streamlines opportunity management, and provides data-driven insights to improve sales forecasting and close rates.
Enhanced Customer Service: Siebel CRM facilitates collaboration between different departments, ensuring consistent and efficient service delivery across all touchpoints.
Increased Customer Satisfaction: By providing a personalized customer experience and resolving issues quickly, Siebel CRM helps businesses improve customer satisfaction and loyalty.
Scalability and Flexibility: Siebel CRM can be easily scaled to accommodate the needs of growing businesses and can be customized to meet specific industry requirements.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Steeper Learning Curve: Siebel CRM's extensive functionality can be complex to learn and navigate, particularly for users with limited experience with CRM systems.
High Price Point: The cost of licensing, implementation, and maintenance for Siebel CRM can be significantly higher than other CRM solutions, making it less accessible for small businesses and startups.
Limited Mobile Functionality: While mobile apps are available, some users report limitations in functionality and user experience compared to the desktop version.
Overkill for Simple Needs: For businesses with straightforward sales processes and limited customer data, Siebel CRM's extensive features may be unnecessary and cumbersome.
Customization Can Be Time-Consuming: Although highly customizable, tailoring Siebel CRM to specific workflows and needs can be a complex and time-intensive process.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Siebel CRM receives mixed reviews, with users praising its robust features and scalability while criticizing its steep learning curve and high price point. One user noted that "Siebel is like the Cadillac of CRMs – powerful and feature-rich," but also acknowledged that "it's not for the faint of heart and requires significant training." Conversely, others found it overwhelming compared to simpler alternatives, lamenting that "it's like trying to drive a Formula One race car to the grocery store." When comparing Siebel to competitors like Salesforce, users often highlighted the difference in focus. They recognized Salesforce's user-friendliness and flexibility for small businesses, but believed Siebel offered deeper functionality and customization options for complex sales processes. One user commented, "Salesforce feels like a friendly neighborhood store, while Siebel is like a high-end boutique with everything you could ever need – but only if you can afford it and know how to use it." Ultimately, Siebel appears best suited for large enterprises with complex needs and the resources to invest in its implementation and ongoing maintenance. As one user summarized, "If you're a small business or have simple needs, there are better options out there. But if you're a large organization with a lot of data and complex workflows, Siebel is the most powerful and customizable tool on the market."

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