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Mobile Sales Applications for the Palm OS:
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Updated: 08/02/2002
Sales Mobile 7 for the Palm OS Platform
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Siebel Sales Handheld supports a set of data used in Siebel Sales, including accounts, activities, calendar, contacts, employees, expenses, opportunities, price lists, products, and quotes.
With Siebel Sales Handheld, sales professionals can access customer records and associated information to increase sales effectiveness. Siebel Sales Handheld ensures sales representatives are equipped with the information they need to answer customer queries, such as product information and current pricing, while ensuring they are also informed about the customers' company relationships and changing business environments.
Siebel Sales 7 Applications Suite
With Siebel Sales 7, sales professionals are able to respond to sales opportunities. Contact and opportunity management functionality within Siebel Sales 7 enables sales professionals to quickly locate information that is mission-critical to the sales situation. By providing a common repository of customer information, Siebel Sales 7 also facilitates the discovery of customer needs and the sharing of knowledge across the sales force. The application suite allows sales teams to analyze how customers buy, enabling them to respond to opportunities with a multichannel sales strategy. Siebel Sales 7 helps drive best practices throughout the sales organization by providing support for leading sales methodologies. The application suite also enables sales organizations to implement team-based selling strategies that facilitate the discovery of customer needs. Siebel Sales 7 fully supports mobile field sales, connected telesales and telemarketing, and the extended enterprise of intermittently connected Internet-based users such as third-party resellers and business partners. With Siebel Sales 7, sales professionals can also have wireless and voice access to Siebel Sales 7 data using Siebel Mobile Sales 7 applications.
Key Features and Benefits of Siebel Mobile Sales
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• Captures vital data at the point of customer contact
• Enables anytime, anywhere access to critical business information
• Provides streamlined user interface
• Facilitates intuitive navigation
• Runs on a variety of Palm-powered devices running Palm OS 3.5 or higher with at least 8MB of RAM
• Enables synchronization between handheld devices and Siebel eBusiness Applications via LANs, WANs, dial-up or intranet
• Reduces overhead by automating administrative tasks and reducing paperwork
• Wireless messaging
Management of Complex Relationships
Business professionals are asked to manage an increasingly large and complex amount of company, customer and competitor information. Sales representatives often interact with many individuals in an account to close a single deal. Before sales professionals can effectively address customer concerns, they need to understand all previous contact between customers and other company representatives. Siebel Sales Handheld ensures sales representatives are equipped with the information they need to answer customer queries, such as product information and current pricing, while ensuring they are also informed about customers' company relationships and changing deal dynamics. Users can create and update opportunities, leveraging the most current product and price list information and ensuring quotes are complete and correct. By providing this critical customer and product information in the field, Siebel Sales Handheld helps sales professionals to be more responsive to customer needs, which increases customer satisfaction and loyalty and leads to additional selling opportunities.
A rich feature set includes powerful search and sort capabilities, allowing users to quickly navigate to the data they need. Users can view data in the list format and then switch to the form format for a more detailed view of a given record. With Siebel Activity Management, mobile professionals can log and track action items, delegate tasks to and receive tasks from other team members, and ensure they are meeting customer expectations in a timely manner. In addition, sales professionals can immediately update their activity databases while onsite to ensure the information they have is always up to date and accurate.
Comprehensive Sales Management Capabilities
Siebel Sales Handheld helps sales professionals be more effective in the field by providing immediate access to up-to-date account, contact, calendar, and activity information. With Siebel Account Management, mobile professionals can quickly locate and access all account details as well as a complete history for each account, enabling them to quickly understand customer details and better target those accounts.
Siebel Contact Management provides detailed customer profiling, complete activity tracking, and critical relationship tracking for each customer contact. This capability allows mobile professionals to strategically sell to high-value prospects and understand each contact's influence within the contact's own organization. Siebel Calendar provides sales professionals with complete time management tools, including access to contact, calendar and activity information. Users can quickly and easily view and schedule their appointments in daily, weekly, or monthly formats, and also set alarms while in the field.
Configure Once, Deploy Everywhere
With Siebel Sales Handheld, customers leverage their existing Siebel eBusiness applications investment. Because Siebel Handheld applications are configured with Siebel Tools, business rules are easily shared across deployment platforms, enabling customers to tailor their unique configuration for the Palm platform and deploy Siebel Sales Handheld in a rapid and cost-effective manner. Configuration changes are automatically deployed to users every time they synchronize.
Synchronization Capabilities
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Sales professionals can easily synchronize Siebel Sales data to their Palm-powered device using Siebel Handheld Synchronization. Siebel Sales Handheld's support for direct server synchronization allows users to synchronize with the Siebel server using a direct network connection or a modem. Direct Server Synchronization via Proxy permits users to synchronize Siebel Sales Handheld with the Siebel server, using their desktop computers and a serial cradle to provide network connectivity. Siebel Sales Handheld's support for Companion Synchronization allows users to synchronize Siebel Sales Handheld with the local Siebel Mobile Client on their laptop.
Powerful Data Filtering and Management Capabilities
Comprehensive and flexible filtering features give users the ability to download targeted subsets of data from the Siebel eBusiness Applications information repository to their handheld device. These filters ensure that the only information sent to the handheld device is the information that the sales representative needs on location. This provides end users with considerable flexibility regarding the data and functionality they take with them on their handheld device.
Easy Access to Data
Siebel Sales Handheld provides several configurable navigation options. Users can follow one or more drilldown paths from a single record to navigate easily to related data. Users may also sort the data within the Siebel Sales Handheld application. The "Locate" feature in Siebel Sales Handheld allows users to quickly and effectively search through large lists of data for the exact record that they need. Siebel Sales Handheld offers users the choice of synchronizing directly to the server or synchronization via a laptop or desktop and uses robust filters so only necessary information is downloaded.
Multiple Deployment Options
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Siebel Handheld applications require a device running Palm OS 3.5 or higher
with at least 8MB of RAM. Supported devices include Palm Vx, Palm VIIx,
Palm m500, and the color screen Palm IIIc and Palm m505.
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