In 2003, Siebel CRM was the clear market leader, with
Aside from the obvious best-practice of ‘drinking the Kool-Aid’, the Microsofties were tired of a system that was difficult to use, would loose data, had low user adoption, and generally
As Oracle aggressively pushes Siebel users to Fusion CRM, now is a great time to consider a switch. Microsoft is offering up to
A decade ago, one of Seibel’s original selling points was their entrenchment in certain verticals, including financial services. Microsoft countered by building out their partner ecosystem and allowing them to focus and specialize in the areas they were successful in. At Customer Effective, that has been Financial Services. Our suite of purpose-built CRM solutions is called Customer Effective: FinServ and encompasses insurance, capital markets, and banking.
Below is a comparison of Siebel features and costs and Customer Effective: FinServ built on Microsoft CRM. (source:
CRM for Financial Services Comparison
|Mobile||$575 (Sales Asst.)||Included (Mobile Express)|
|Call Reports||$120||Included, CE: FinServ|
|Investment Banking||$200||Included, CE: Investment Bank|
|Wealth Management.||$300||Included, CE: Wealth Management|
|Group Health Plans||$300||Included, CE: Health Plans|
|Personal Lines Policies||$300||Included, CE: P&C Insurance|
|Personal Lines Claims||$230||Included, CE: P&C Insurance|
Microsoft CRM Online is $44 per user per month. Microsoft is currently offering up to $150 per user to switch from Siebel and Oracle. Customer Effective: FinServ is a product that is available as part of Customer Effective’s CRM services. If you are interested in making the switch, please contact us at [email protected].
Post by: Brad Koontz, Customer Effective,