Auto-capture all Sales activities and data between
Outlook/Gmail and Siebel CRM
Match data between your Siebel CRM and Outlook/Gmail Calendars through real-time bi-directional sync. Revenue Grid provides an instantaneous, semi-automatic, or fully customizable data capture, so you can keep your entire team on top of all business updates, with no routine work
Update Accounts, Opportunities, Contacts, Service Requests, Call Reports, and any other Siebel records, without a shred of distraction from your workflow. Revenue Grid fully customizes the layout to match your CRM processes within Outlook
Communicate more effectively with the accounts you’re engaging by bringing all of your Siebel CRM into Outlook / Office 365. Write highly personalized messages, leveraging the context of your leads and contacts, all from your Inbox
Enjoy a single, unified view of your Siebel and Outlook calendars, explore meeting attendees, all directly from Inbox. With Revenue Grid enterprise-class scheduling, you can match everyone’s calendars in seconds by selecting your periods of availability, leveraging a personal meeting booking page, and more.
Match your custom document-driven workflows with your contacts, accounts, opportunities, and any other Siebel records, directly within Outlook / Office 365
