Siebel users would have frequent travel to meet their customers, partners, dealers, etc on their day to day business. Now a day’s most of the people are using Google Maps or other service similar to that for their route map to customer location. This is a simple step towards integrating Siebel with Google Maps, so that user can get the route map with just one single click, avoiding manual activities.
In the case of sales, the marketing people get leads from various sources and they need to follow-up them to get them converted to opportunities. For this marketing people would need to travel to customer location. In the case of service, the executive may need to reach a customer for service or collecting RMAs.
In all the above case, usually people uses Google maps to find the route map. They opens the browser, Google maps portal and then enters destination address collecting from Siebel.
How about if, the Siebel is integrated with Google Maps and the user is able to get the directions with just one click of mouse?
This blog article describes how Siebel can be integrated with Google maps to get directions to reach customer place. Siebel takes logged in user address as source and selected customer/ dealer/ company address as destination.
- The solution is built on Siebel 8.0 or higher version.
- User should have the access to internet and Google maps site
Siebel Setup
The following section defines the required steps users must perform to use the custom feature as designed:
User should setup his address details correctly under contacts à Address screen
Query for logged in user’s contact record using Last Name, First Name, etc in top form applet
In the bottom form applet create/ update primary address with correct data.
User should enter complete address details for the selected entity (Accounts/ contacts/ Dealers, etc)
How it works
User selects the customer/ contact/ dealer/ partner record in respective screen
User clicks on icon in directions field(Or) User clicks on Google Map View tab
Siebel shows route map/ directions to selected customer/ contact, etc address from user’s address User can change the commutation choice to car/ Walk/ Public Transport to get the route map/ directions accordingly.
Siebel integration with Google Maps provides a simple and seamless connected interface to Google Maps server for getting the directions/ route maps to reach customer/ Dealers address. This interface refreshes the directions automatically, when the user navigates across the records
Try this in your Siebel Application, You will enjoy the ride
Your Partner and Companion
Dinesh Chandrasekar DC*
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