Knouen OfficeSync 3.0 for Siebel CRM

Knouen OfficeSync 3.0 for Siebel CRM seamlessly integrates Siebel® CRM with Microsoft® Outlook®, and smartphones.  Knouen OfficeSync 3.0 makes it easier and more convenient for your employees to use Siebel CRM.  It embeds key CRM capabilities within Outlook so your users don’t have to work in two separate applications.  By giving your employees the freedom to use the applications and devices most familiar and comfortable to them, increases their productivity and improves the adoption and usage of your company’s CRM system.

Run Siebel CRM from Microsoft Outlook

With Knouen OfficeSync 3.0 your sales and field service reps can easily create and manage opportunities, submit service requests, schedule appointments, organize contacts, and create tasks directly from Outlook.  Knouen OfficeSync 3.0 eliminates the need to duplicate data that is already in Outlook back in to Siebel.  It updates Siebel so your business users don’t have to.  Using Outlook or a smartphone, your users can send e-mails, schedule appointments or update a contact, select “Send and Sync” and Knouen OfficeSync 3.0 will log these as activities in Siebel.  Knouen OfficeSync 3.0 can even update Siebel automatically without any involvement by the end user with Knouen Sales Assistant. 

Knouen OfficeSync 3.0 seamless integration of Siebel in Outlook allows your users to:

  • View Accounts
  • Create and Manage Opportunities
  • Track Customer Communications
  • Submit and Review Service Requests
  • Monitor KPIs
  • Integrate data from social networking and sales intelligence sites

Knouen OfficeSync 3.0 provides bi-directional synchronization between Siebel, Outlook and smartphones such as a RIM BlackBerry®, Windows® phone or Apple iPhone™.  Information is not only up-to-date; it is also consistent.  Knouen OfficeSync synchronizes:

Offline Access to Siebel

Knouen OfficeSync 3.0 makes it possible for your users to access the customer and sales information they need even when they are offline. They can view files and even make changes or add information while disconnected.  Once your employees are back online, Knouen OfficeSync automatically updates Siebel.

Real-Time Business Insight

Knouen OfficeSync 3.0 can provide a comprehensive view and real-time status about your business directly displayed in Outlook.  Knouen OfficeSync offers pre-built gadgets that your company can use to build personalized performance dashboards, sales funnel and forecasting applications, and other visualization tools that help your employees to make informed and smart business decisions.

Integrated Social Networking and Sales Intelligence

Knouen OfficeSync 3.0 provides the ability to supplement structured customer and sales data in Siebel, with information from social networking sites and third-party B2B data sources.  Knouen OfficeSync’s data connector gadgets enable users to log-in to sites such as LinkedIn®, Jigsaw® and others and pull information from these sites directly in to Outlook.  By integrating both structured and unstructured data in one convenient interface, end users have a more complete view of their customer or prospect.

Tailored to Your Company's Needs

Knouen OfficeSync 3.0 is highly extensible and is configured to your company’s unique sales processes and implementation of Siebel.  Knouen OfficeSync’s flexible and highly scalable services oriented architecture seamlessly integrates with your existing CRM systems infrastructure.  It does not require your company to upgrade or make any changes to Siebel CRM or Microsoft Outlook.  Knouen OfficeSync 3.0 works with Siebel CRM 6.1 and above, and Microsoft Outlook 2003 and above. 

Knouen OfficeSync 3.0 provides complete configuration and administration tools, extensive logging of all transactions and user actions, and a proactive monitoring service that ensures data is being properly entered in to Siebel.  Knouen OfficeSync 3.0 monitors application uptime, server capacity, expiring user passwords and more.  In the event of an issue, Knouen OfficeSync will alert your technical staff and log errors for later analysis. 

Knouen OfficeSync for Siebel CRM is built on the OfficeSync Platform which provides services and programming interfaces that enable Knouen applications to be extensions of line of business systems such as Siebel CRM.