Mobile CRM solutions with Oracle’s Siebel CRM

The enterprise sales force and CRM users are becoming increasingly mobile and distributed. The need for CRM integration that includes mobile solutions that are accessible over various devices—including laptops, Tablet PCs and smartphones, while still being useable in connected and disconnected modes—is growing.

Oracle’s Siebel CRM solution provides various options for use as a true mobile CRM solution. Several factors should be considered before deciding which deployment option (or options) is right for you. Here is a comparison of the mobile deployment options available with the latest Siebel release.

Siebel Remote

Siebel Remote provides the subset of data a mobile user truly needs in a very scalable and high performance manner. Its patented transaction routing engine has been proven in deployments numbering into the tens of thousands of mobile users.

Siebel Remote is appropriate if your CRM users need to work in disconnected mode but still need full Siebel functionality. It is also appropriate if users do not have consistent network connection but can synch over high-speed Internet from time to time.

Siebel Wireless

Siebel Wireless provides real-time access to current sales information from a web-enabled mobile device, such as a smartphone. It supports quick and easy management of sales activities, enabling representatives to add, delete and edit details, including opportunity status, priority and comments.

Siebel Wireless is appropriate if your workforce is likely to access Siebel on the move while using a web-enabled mobile device and not all Siebel features are needed for day-to-day operations.

Siebel CRM Desktop

Siebel CRM Desktop provides CRM data within the desktop applications knowledge workers are already using, such as Microsoft Office. This improves access to timely information and improves implementation throughout the organization.

Siebel CRM Desktop is appropriate if CRM workers primarily work in Microsoft Office, there is need to share native data between the mail application and the CRM application, there is need to expose Accounts, Contacts or Opportunities type of data within desktop applications, or there is need for CRM data offline on your desktop.

Siebel CRM on Tablet and Smartphones

Siebel CRM on Tablets and Smartphones enables Siebel CRM customers to take full advantage of tablets to easily access powerful Siebel CRM data in real-time on mobile devices. There are various frameworks available for deploying Siebel on tablets and smartphones.

Siebel CRM integration on Tablets and Smartphones is appropriate if tablets or smartphones are your corporate standard for mobile devices or are the preferred mode of accessing software applications for mobile users.

Oracle’s Siebel CRM offers a variety of mobile CRM solutions. Choosing the right solution (or solutions) for your deployment can be made easier by contacting eVerge Group. We have been helping clients implement CRM solutions since 1998.

7 Fundamentals for Business Intelligence Success

Written by Garrett Carey

Is your Business Intelligence strategy set up for success? After working extensively on Oracle Business Intelligence Enterprise Edition, here are 7 strategic fundamentals to keep in mind:

1. Identify problem and business process to be improved – What is BI going to solve?  How is success defined? What are the Key Performance Indicators (KPIs)?

2. Provide a system designed and capable to support analysis and reporting – Performance, scalability, usability, and data accessibility are key elements to every successful BI project. Deploy a system that is designed for analysis, aggregation, and data consolidation.

3. Establish data definition, data representation, and data integration standards – This includes data definitions, table structures, data model, business rules, and data movement standards.  Consistency reduces users’ confusion and builds trust in results.

4. Establish a plan for ensuring high quality data – Identify areas of concern, collect quality requirements, define quality rules, measure quality, continuously monitor, use tools to improve processes.

5. Provide platform for the delivery and presentation of actionable data – Different audiences have different needs.  Reports and analyses need to be delivered to support all needs.  The BI platform should include reports, dashboards, scorecards, data visualization, ad hoc capabilities and support mobility.

6. Incorporate the right kinds of analytics to address increased appetite for BI – Business and user requirements constantly change as will the desire for more actionable intelligence. Consider advanced analytics and be proactive to find new ways to help the business.

7. Continuously monitor key performance measures – Review KPIs and success measures identified in #1 above to determine whether or not objectives in your Business Intelligence strategy are being achieved.  Focus on areas where improvements are increasing value to the business.

For more information about Oracle Business Intelligence Enterprise Edition or eVerge’s other business solutions, contact eVerge Group at our website

 About the author: Garrett Carey is a Senior BI/EPM Solution Architect who has worked with eVerge Group since 2005.

Considerations before an OBIEE 11g Upgrade

Oracle is one of the leading business intelligence software vendors for medium and large enterprises, serving them with its Oracle Business Intelligence Enterprise Edition (OBIEE) software. Before reaching a decision on an OBIEE 11g upgrade from 10g as part of your business intelligence strategy, you will want to evaluate the following value points and considerations.

Value points

OBIEE 11g has an integrated analytics foundation with a common infrastructure for developing enterprise reporting, scorecards, dashboards, ad hoc analysis, performance management, mobile BI, and full integration with Oracle’s Fusion Middleware Stack. This integration allows for cost reduction and increased productivity over 10g.

OBIEE 11g also provides improved performance, high availability, superior scalability, and a robust security model through its integrated systems management console. The console also makes upgrades and system management easier. Taken together, it gives 11g best of breed status in the areas of scalability, reliability and performance.

A powerful, task-oriented framework enables organizations to improve user adoption through an enhanced user experience. Providing rich visualization and charting options, interactive dashboards, and unique search and actionable collaboration capabilities delivers an unmatched user experience.


With all these value points, you may want to expedite your decision to upgrade. But before making that decision, it is important to have a good understanding of

  • The hardware changes necessary to support the upgrade
  • Common issues associated with upgrading the metadata and web components
  • Resource requirements and milestones
  • How the security model converts and scales versus 10g
  • Impact of the upgrade on customizations in the metadata, XML messages, or skins and styles

Working with a partner that possesses the domain and technical expertise to provide valuable insight and guidance for your business intelligence strategy will ease your OBIEE 11g upgrade experience. eVerge Group is an Oracle Platinum Partner with extensive Oracle Business Intelligence Enterprise Edition implementation experience. Contact us to ensure your upgrade experience is successful.

eVerge Group Stands Out Among Oracle Implementation Partners

eVerge Group works with organizations to transform business processes through Oracle implementation with a range of Oracle products, including customer relationship management (Siebel CRM), enterprise resource planning (PeopleSoft ERP), business intelligence (Oracle BI and Hyperion), and master data management (MDM).

Watch our latest video to find out how eVerge’s solutions deliver successful results to a variety of business sectors like oil and gas, financial services and banking, nonprofit, and government and education.