Claritysoft vs. Oracle Siebel Enterprise Marketing Suite (discontinued)

Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.

Incentivized

If you need a hosted rather than cloud based CRM, Siebel is a consideration. It's best suited to organizations with a large customer database. Given the complexity involved you need at least two full time marketing analysts.The email marketing functionality isn't core to the offering and most organizations would be much better served by cloud based email systems. Siebel offers a very comprehensive feature set and is powerful in the hands of a super user. However, given the costs involved in upgrading a hosted solution I would put serious effort into convincing your decision makers to go for a cloud based CRM instead.

Incentivized

• Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
• Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
• Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

Incentivized

• Siebel EMS offered useful customer insight and more effective dialogue with recipients by delivering the right message to the right customer at the right time.
• Siebel EMS was very effective for loyalty lifecycle and retention by seamlessly integrating with marketing and CRM platforms.
• Siebel EMS was instrumental in aligning marketing, sales and analytics divisions.

Incentivized

• There is no spell-check function to use when you are sending emails.
• Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
• When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
• When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
• There is no auto-dial feature built into Claritysoft.
• The mobile app needs to look and feel just like the online version.

Incentivized

• Oracle Siebel Marketing Suite's processing time is not as fast as I would expect it to be. This is the major improvement I would like to see in it.
• It requires a very high level of training being given to the employees for configuring and implementing it in the business needs.
• Expert employees are needed in order to understand the functionality of Oracle Siebel Enterprise Marketing Suite, which is not easy to find.

Incentivized

It works for us and the support is excellent

Incentivized

A very conservative data security policy limits the organization to a hosted solution. At particular issue is the tendency of cloud based CRMs to have data centres based in the US, a major issue for Canadian consumers. Once you have integrated a system of this size and complexity, and have the staff resources to utilize it effectively, it's hard to justify a move to an alternative. Consider Siebel if you are a conservatively run organization with a large database of customers and a big marketing team

Incentivized

It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.

Incentivized

They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.

Incentivized

So easy to do - you control the process, supported by the Claritysoft

Incentivized

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.

Incentivized

Salesforce is easier to use and more open source and available for external integrations.

Incentivized

• It has made it easier to see our overall sales for each sales rep.
• The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.

Incentivized

• It has increased the business tactics as we have added more clients who wish to use this technology.

Incentivized