Referral Maker vs Siebel CRM

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Our analysts compared Referral Maker vs Siebel CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Referral Maker Software Tool
Siebel CRM Software Tool

Product Basics

Referral Maker is a cloud-based solution that helps businesses manage leads, client feedback, databases, performance tracking and more from a central location. With features like a Dashboard and Priority Action Center, it boosts productivity and lead-to-close ratio.

Suited for businesses of all sizes, it maximizes sales efficiency and expands operations through relational marketing.
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Siebel CRM is a comprehensive software solution designed to manage customer interactions and relationships. It caters to mid-sized and large enterprises across various industries, particularly those with complex sales and service processes. Key benefits include improved customer acquisition, retention, and satisfaction through automated workflows, data-driven insights, and personalized experiences. Popular features include sales opportunity management, contact management, service request management, and reporting and analytics. User reviews highlight the platform's robust functionality, scalability, and customization options. However, some users report a steeper learning curve compared to other CRM solutions. Pricing varies depending on the deployment model, number of users, and additional modules required. Annual subscription fees typically range from tens of thousands to hundreds of thousands of dollars. Overall, Siebel CRM offers a powerful and comprehensive solution for managing customer relationships, particularly for larger organizations with complex needs. However, its steeper learning curve and higher price point might not be suitable for small businesses or those with simpler requirements.

Pros
  • Robust functionality
  • Scalable and customizable
  • Data-driven insights
  • Improved customer satisfaction
  • Automated workflows
Cons
  • Steeper learning curve
  • High price point
  • Complex for simple needs
  • Limited mobile functionality
  • Customization can be time-consuming
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$50/User, Monthly
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Tailored to your specific needs
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Mobile

Product Assistance

Documentation
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Live Online
Videos
Webinars
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Videos
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Simplify Access: A simple, easy-to-use interface improves adoption rates while reducing the learning curve. 
  • Ensure Data Security: Ensure data safety through privacy-preserving encrypted data processing and automated scheduled backups. 
  • Leverage Cloud-Based Deployment: Leverage a cloud-based suite that prevents hardware investments and supplies operational agility. 
  • Get Mobile Accessibility: Access the software through a mobile website login and dedicated mobile apps over Android and iOS devices. 
  • Avoid Data Duplicity: Run duplicity scans to solve data duplicity and redundancy issues while managing contacts, listings and document data. 
  • Increase Revenue: Boost revenue by optimizing sales processes and improving win rates for faster ramp-up times and larger deal sizes.  
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  • Deploy in the Cloud: Available via the Oracle Compute Cloud Service (OCCS). Reduce TCO, scale environments as needed, accelerate the start-up time and achieve a minimum uptime of 99.95%. 
  • Increase Agility: A continuous release model ensures regular updates that provide faster access to new features and security improvements. Also simplifies the updating process to minimize maintenance costs. 
  • Build on a Flexible Platform: Siebel Open UI uses one framework that supports multiple use cases, such as mobile, touch and employee-facing, offering a tailored user experience based on role. 
  • Gain Sales Insights: Gain visibility into pipeline and sales performance. Seamless integration with the other Siebel applications helps phase deployments. Segment sales regions, identify where to take action and offer tailored coaching to team members. 
  • Make Better Decisions: A 360-degree, real-time view of all sales activities enhances decision making. 
  • Execute Multichannel Campaigns: Integrate workflows, collaborate on approvals and use financial models to optimize marketing spend. Easily track campaigns via a command center. Up-to-date customer info enables the creation of personalized, targeted campaigns. 
  • Enhance Customer Service: Contact center teams can view historical customer interactions and respond to emails automatically. They can also ensure timely, comprehensive service for any customer or employee problems via a native help desk. 
  • Facilitate Mobile Service: Manage field service activities such as scheduling and contract management, as well as streamline and improve claims processes. 
  • Connect CRM With Social Media: An integrated framework connects the system with Oracle Social Relationship Management Cloud Service. View all contact info, address issues on social networks, transfer social media leads into Siebel CRM and more. 
  • Extend Capabilities: Integration with Oracle’s BI applications provides a range of analytics functionality. Additionally, connect with the Oracle CX Cloud Suite to provide a unified ecosystem, ensuring customer-centric experiences. 
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  • Dashboard: Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Track metrics like average list price, average sales-to-close ratio, commission and upcoming appointments in real time. Collect useful insights for decision making at a glance. 
  • Calendar Management: Integrate with Google and iCalendar to get meetings, calls and appointment reminders in a timely manner. 
  • Campaign Management: Create and manage concurrent campaigns across multiple channels while tracking and optimizing them in real time to improve conversion rates. 
  • Contact Management: Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
  • Email Marketing: Engage leads and build customer retention and loyalty through each stage of the buying journey with the email marketing module and customizable dynamic templates. 
  • Goal Tracking: Set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
  • Interaction Tracking: Track call and meeting details and attach notes for further information and follow-up activities. Track response rates for email interactions. 
  • Lead Management: Maintain a sales and marketing lead database while recording all marketing interactions between each prospect and the organization, including website visits, email clicks, scoring changes, and data updates and history. Also, track the sales activities for each prospect and their movement along the sales pipeline. 
  • Pop-By: Track clients in the vicinity and schedule visits through advanced mapping technology on the mobile version of the software. 
  • Priority Action Center: Get automatically populated to-do lists for the day with prompts for all activities such as calling prospects, writing notes and planning client meetings. 
  • Referral Tracking: Utilize an existing network of customers and users to send, receive, and track business referrals and sales leads. Keep networking activities up-to-date in one place. 
  • Reporting and Analytics: Access reports about data contained within the system, including sales, marketing and operational activities. Create ad hoc reports according to specific requirements. 
  • Task Management: Access an intuitive task management module that curates meetings and other important tasks and sets up automated reminders and notifications. 
  • Video Messages: Record and attach video messages to emails for increased engagement rates with an add-on feature. 
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  • Sales Tools: On-the-go sales reps can access information while in person, respond to inquiries faster and increase sales. Capturing quotes and orders makes tracking products easier and offers insights that optimize product bundle targeting, prices, and cross-sell and upsell. 
  • Marketing Capabilities: Manage everything from events to email marketing and web marketing. Plan and track budgets while analyzing marketing activities via the resource management module. 
  • Dynamic Catalog: Define selling rules and maintain catalogs with this module. It integrates product selection and configuration to support comprehensive search options, configurations, and targeted upsell and cross-sell offers. 
  • Pricing Analytics: Make context-based decisions using consistent data. Determine product demand and gauge the overall effectiveness and pricing impact across various regions and offers such as discounts, incentives and more. 
  • Quote and Order Lifecycle Management: Ensure order completion, validity and accuracy. Support pricing and product configurations. Approve quotes, verify credit and payment, and analyze orders for greater understanding of the process and pipeline. 
  • Mobile Access: Maintain flexible access to key data: 
    • Remote capabilities support mobile devices such as laptops and tablets.
    • Siebel Mobile lets field workers view key data from iOS and Android devices as well as pagers.
    • The server sync feature integrates Microsoft Exchange Server and Siebel CRM’s database for automatic data syncing.
    • Wireless and handheld solutions cover mobility needs.
  • Loyalty Management: Build campaigns that drive loyalty without the need for IT expertise. Leverage marketing, analytics and service tools to boost profits and cut expenses while getting the most out of each customer relationship. 
  • Partner Management: Facilitate management of partner relationships by: 
    • Sharing information and streamlining processes for marketing, sales and other areas.
    • Overseeing partner relationships with tools for lead tracking, forecasting, partner progress assessments, complex pricing and channel operations management.
    • Supporting partner communities via a partner portal.
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Product Ranking

#196

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#24

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User Sentiment Summary

Great User Sentiment 42 reviews
Good User Sentiment 485 reviews
86%
of users recommend this product

Referral Maker has a 'great' User Satisfaction Rating of 86% when considering 42 user reviews from 2 recognized software review sites.

72%
of users recommend this product

Siebel CRM has a 'good' User Satisfaction Rating of 72% when considering 485 user reviews from 5 recognized software review sites.

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4.8 (10)
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3.4 (367)
4.31 (21)
4.6 (11)
4.3 (21)
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4.2 (13)
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4.0 (84)

Synopsis of User Ratings and Reviews

Simple and Easy to Use: Referral Maker is praised for its user-friendly interface and intuitive design, making it easy for users of all technical levels to navigate and utilize its features effectively.
Effective Referral Tracking: The platform provides robust tools for tracking referrals, allowing users to monitor the progress of their referral campaigns and measure their success in real-time.
Customizable Referral Programs: Referral Maker offers a high degree of customization, enabling users to tailor their referral programs to their specific needs and goals, including setting custom rewards, designing unique referral links, and creating targeted campaigns.
Automated Referral Process: The platform automates key aspects of the referral process, such as sending referral invitations, tracking referrals, and distributing rewards, saving users time and effort.
Integrations with Popular Tools: Referral Maker integrates seamlessly with various popular CRM and marketing tools, allowing users to connect their referral program with their existing workflows and data.
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Centralized Customer Data: Siebel CRM provides a single platform for managing all customer data, offering a 360-degree view of customer interactions and relationships across sales, marketing, and service.
Improved Sales Efficiency: Siebel CRM automates workflows, streamlines opportunity management, and provides data-driven insights to improve sales forecasting and close rates.
Enhanced Customer Service: Siebel CRM facilitates collaboration between different departments, ensuring consistent and efficient service delivery across all touchpoints.
Increased Customer Satisfaction: By providing a personalized customer experience and resolving issues quickly, Siebel CRM helps businesses improve customer satisfaction and loyalty.
Scalability and Flexibility: Siebel CRM can be easily scaled to accommodate the needs of growing businesses and can be customized to meet specific industry requirements.
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Limited Integrations: Referral Maker's integrations with other business tools and platforms are limited, making it challenging to incorporate into existing workflows and hindering data synchronization with other essential systems.
Customization Constraints: The platform's customization options are somewhat restricted, potentially limiting the ability to tailor the referral program to specific branding and unique requirements.
Mobile App Deficiency: The absence of a dedicated mobile app can inconvenience users who prefer managing their referral programs on the go, potentially impacting engagement and responsiveness.
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Steeper Learning Curve: Siebel CRM's extensive functionality can be complex to learn and navigate, particularly for users with limited experience with CRM systems.
High Price Point: The cost of licensing, implementation, and maintenance for Siebel CRM can be significantly higher than other CRM solutions, making it less accessible for small businesses and startups.
Limited Mobile Functionality: While mobile apps are available, some users report limitations in functionality and user experience compared to the desktop version.
Overkill for Simple Needs: For businesses with straightforward sales processes and limited customer data, Siebel CRM's extensive features may be unnecessary and cumbersome.
Customization Can Be Time-Consuming: Although highly customizable, tailoring Siebel CRM to specific workflows and needs can be a complex and time-intensive process.
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Is Referral Maker a cut above when it comes to making referrals? User reviews from the past year suggest that Referral Maker, while helpful for some, might not be the "referring" champion for everyone. Users appreciate its straightforward setup and ease of use, especially for those already familiar with Buffini & Company's systems. The program's task management and contact organization features are praised for keeping users on top of their client relationships, a crucial aspect of real estate. However, some users find the software's functionality somewhat limited compared to competitors like LionDesk or Top Producer CRM, particularly when it comes to advanced features and integrations. For instance, a lack of in-depth reporting tools and limited customization options are common complaints. Referral Maker seems best suited for real estate professionals already invested in the Buffini & Company ecosystem who prioritize simplicity and ease of use over a wider range of features. If you're looking for a basic CRM to manage contacts and stay organized, Referral Maker could be a good fit. However, if you require robust reporting, advanced automation, or integrations with other platforms, exploring alternatives might be worthwhile.

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Siebel CRM receives mixed reviews, with users praising its robust features and scalability while criticizing its steep learning curve and high price point. One user noted that "Siebel is like the Cadillac of CRMs – powerful and feature-rich," but also acknowledged that "it's not for the faint of heart and requires significant training." Conversely, others found it overwhelming compared to simpler alternatives, lamenting that "it's like trying to drive a Formula One race car to the grocery store." When comparing Siebel to competitors like Salesforce, users often highlighted the difference in focus. They recognized Salesforce's user-friendliness and flexibility for small businesses, but believed Siebel offered deeper functionality and customization options for complex sales processes. One user commented, "Salesforce feels like a friendly neighborhood store, while Siebel is like a high-end boutique with everything you could ever need – but only if you can afford it and know how to use it." Ultimately, Siebel appears best suited for large enterprises with complex needs and the resources to invest in its implementation and ongoing maintenance. As one user summarized, "If you're a small business or have simple needs, there are better options out there. But if you're a large organization with a lot of data and complex workflows, Siebel is the most powerful and customizable tool on the market."

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