Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
Oracle Siebel CRM
Score 6.6 out of 10
N/A
An enterprise grade CRM solution featuring customization and integration capabilities, and an open architecture for a personalized user experience. It can be deployed either on-premises or in the cloud.
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
As an end user, I would not recommend this solution for enterprise deployment. Lack of support for modern browsers, slow performance, and poor searchability - these things set Siebel CRM in the rear of the pack. There was no great mobile solution either, so that can be bothersome especially for road warriors like myself.
Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.
Great data model: the out of the box version comes with standard objects that support most of the industries business models
Ease of implementation: implementation is done by configuring standard objects or creating new objects; additional level of customization via script is also possible.
The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.
Migrations between environments is one area that could be improved, with tools to compare and move data elements (source vs target).
Easier ways to identify, through email or a web page, the health of the overall system (components, marketing campaigns, tasks, servers, etc).
The UI seems to be improved with the newer versions of Siebel, but I believe it requires a lot of new features. It seems that other CRM solutions that are cloud-based are putting a lot of emphasis on the Usability and presentation, things where Siebel may need to catch up...
Oracle Siebel CRM is an older Sales CRM, so many of it's features aren't as current as ones used today. However, it has a smoother and easy-to-use UI. We're glad that we can still access Oracle Siebel CRM because it's easier to find older information that we can't easily find in our Salesforce Lightning CRM tool.
We no longer have support for our Oracle Siebel CRM. When we did, the support was slow to get some things fixed, therefore, there was a lot of downtime. Of course, this slowed down our overall productivity and increased our overall frustration with the tool. However, it would be nice if we still had some support with it since we still do access it from time to time.
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
We also connect to Oracle Business Intelligence, which is not even an option of the list of products above (that's always encouraging when products are missing from lists!) This connects to campaigns in Siebel along with users writing reports based on data from Siebel. I don't think OBIEE stacks up that great with other systems because it seems to be lacking in reports, and those who can make them have to be quite technical. Oracle Database I think stacks up because of how robust and speedy (at times) it can be
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
This has all my company needs for sales analytic. It has helped our call center and the sales portal become more lean and require less resources for their day-to-day.
We use its research and direct email capabilities and use it to target specific groups of potential clients. We have seen an improvement of nearly 20%.
We have clients who have used a few modules like bill summary, campaign management and customer information. Oracle Siebel CRM has helped them reap ROI within a year from going live.
