for Oracle Siebelimages.hoovers.com/asset/document/products/100005720.pdffor Oracle Siebel User Guide March 2011 Edition r5.0 HOOVER’S, INC. • 5800 AIRPORT BLVD

r5.0

for Oracle Siebel

User Guide

March 2011 Edition

http://crm.hoovers.com/oracle/

http://crm.hoovers.com/oracle/

r5.0

HOOVER’S, INC. • 5800 AIRPORT BLVD. • AUSTIN, TX 78752-4204 | crm.hoovers.com/oracle 2

Contents Navigation ..................................................................................................................................................... 3

Siebel tabs integrations............................................................................................................................. 3

Hoover’s tabs ............................................................................................................................................ 3

Accounts and Contacts Tab ........................................................................................................................... 4

Hoover’s Search ............................................................................................................................................ 5

Hoover’s Build-A-List ..................................................................................................................................... 6

Hoover’s List Results ..................................................................................................................................... 7

Duplicate Flags .......................................................................................................................................... 7

ConnectMail Flags ..................................................................................................................................... 7

Hoover’s Tools........................................................................................................................................... 8

My Tools ................................................................................................................................................ 9

Hoover’s Toolbar ....................................................................................................................................... 9

Company Index ..................................................................................................................................... 9

My Access Hoover’s ............................................................................................................................ 10

Hoover’s Admin........................................................................................................................................... 11

Field Mapping ......................................................................................................................................... 11

Industry Value Mapping .......................................................................................................................... 11

Reset Field Mappings .............................................................................................................................. 11

Configuration Options ............................................................................................................................. 11

ConnectMail ................................................................................................................................................ 12

What is ConnectMail? ............................................................................................................................. 12

Field Mapping ......................................................................................................................................... 12

How to Use .............................................................................................................................................. 12

Where is ConnectMail available?............................................................................................................ 12

Troubleshooting .......................................................................................................................................... 13

FAQ .............................................................................................................................................................. 13

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Figure 1. Siebel main page with Hoover's tabs

Navigation Access Hoover’s works with your Siebel CRM

standard tools and tabs so that navigation is

seamless and comfortable.

Siebel tabs integrations 1. Accounts – Hoover’s company data

integrates with the account record by

mapping to your account fields. Use

“More Hoover’s Tools” for additional

functionality

2. Contacts - Hoover’s people data

integrates with the contacts record by

mapping to your account fields. Use

“More Hoover’s Tools” for additional

functionality

Hoover’s tabs 3. Hoover’s Search – Search for Hoover’s

companies, people or industries and

then import them into Siebel

4. BAL Companies – Build lists of

Companies using over 50 criteria and

import the lists as leads or accounts.

5. BAL People – Build lists of People using

over 50 criteria and import the lists as

contacts.

6. Hoover’s Admin – Manage the

configuration of Access Hoover’s for

Siebel CRM (see Install Guide)

1 3

2 4 6

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Figure 2. Siebel account page with Hoover's information

1

Accounts and Contacts

Tab Hoover’s data and tools are part of

the Siebel accounts and contacts

record

1. Hoover’s button – Use the

Hoover’s button to get more

Hoover’s company

information

2. Address – Verified address is

just one data point that

Access Hoover’s allows you

to bring into Siebel. This

information can be updated

from Hoover’s data using the

Hoover’s Tools

3. More Info – Additional

information will be available

on the More Info tab

2

3

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Figure 3. Hoover's Search

Hoover’s Search From within the CRM, users access all of Hoover’s data. Search Hoover’s database for:

1. Companies

2. People

3. Industries

Use keywords, names, titles, DUNS Numbers, industry codes or other terms to search Hoover’s database.

Looking for more detailed criteria to make your search? BAL (Build-A-List) provides 40+ criteria to allow you to build customized lists

of companies and people for use as accounts, leads or contacts.

Use Hoover’s Search to find individual results, use Build-A-List to develop targeted lists.

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Figure 4. Build-a-List companies

Figure 5. Build-a-list people section

Hoover’s Build-A-List Hoover’s Build-A-List gives you the ability to

create customized lists of prospects using

highly detailed criteria. There are two flavors

of Hoover’s Build-A-List that are on different

tabs

1. BAL Companies – Using more than 50

criteria, you can select create prospect

lists of companies. Lists (see next

page) automatically use de-duplication

logic. Companies on these lists can be

imported directly to the CRM

individually or as a group. Example

criteria includes:

Company Location

Company Size

Industry

Company Type

Financial Data.

2. BAL People – Allows you to build lists

using all the same company criteria,

but adds criteria specific to people,

including:

Job Title

Job function

Salary Range

Age

3. ConnectMail

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Figure 6. Build-a-list results

Figure 7. Duplicate flags for company results

Figure 8. Duplicate flags for people results

Figure 9. ConnectMail flag for people results

Hoover’s List Results Whether searching, building lists or

showing lists of competitors or contacts,

Access Hoover’s displays all lists in the

same fashion:

A check box – Use this to select

the record to add.

Duplicate flag(s)

The record name with a link to

the Hoover’s record, whether a

person, company or industry

record

Additional information on the

record such as: name, location,

DUNS Number, revenue for

companies and name and title for

contacts

Duplicate Flags When Duplicate Checking is turned on,

Access Hoover’s automatically flags

duplicate Leads, Accounts and Contacts.

Companies can be either Leads or

Accounts.

People may be either Leads or Contacts.

ConnectMail Flags When a person has ConnectMail direct

contact information available, there will

be a ConnectMail icon (see right)

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Figure 9. Hoover's tools page

Hoover’s Tools 1. Hoover’s Tools bar – Use the links on

the tool bar to access additional

Hoover’s tools (see next page)

2. Check Duplicates – When selected the

tools automatically check for

duplicates in the CRM for People and

Company searches.

3. Company Description – Hoover’s

editorial summary of the company

4. Key Information – Key firmographic

data points on the company selected,

including DUNS Number, Location,

Company Type, Employee

information and Industry Information

5. Recent Alerts – Recent news on the

company

6. Hoover’s People – By default, the

Hoover’s Tools page searches for

people to add as Contacts. This

enables you to bring new contacts

into the record easily.

7. Location – See the location of the

company on a map

8. Social Media (located below the map)

– Read and view, Facebook, Youtube

and Twitter content from this

company.

1

3 5 4

7

6

2

8

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Figure 10. Hoover's tools navigation bar

Hoover’s Toolbar

Company Index

Overview This is the default page when you first select “Hoover’s tools” from the account, contact

or lead record. See Hoover’s Tools above for more information.

News & Alerts Click here to view a full list of News & Alerts on this company from Hoover’s collection

of news services

Competitors Select Competitors to see a list of top competitors for this company based on Hoover’s

industry criteria. Competitors already in the CRM will be flagged as duplicates.

Family Tree View a complete list of this company’s subsidiaries and parents in a hierarchical Family

Tree structure. Companies already in the CRM will be flagged as duplicates.

Financial Details Select these options to view comparative financial data on this company.

More Hoover’s Data Links to Hoover’s Company website to access additional content like financials, fact

sheets and competitive landscapes. Note: Requires a Hoover’s Online Subscription.

My Tools

Update Record Click here to update the record. You will be able to select the fields you would like to update

from the “Stare and Compare” screen (see below). The data update goes directly into the

CRM record.

Add Industries Use this option to attach industries to the account record or review industry information on

the company. This option provides access to First Research industry content within the CRM.

Schedule Update Schedule an automatic update for this record. You may choose which fields to automatically

update and the timing of the update.

Remove Hoover’s Link Remove the link between this record and a Hoover’s record.

Add Contacts Search for people at this company and add the results as contacts individually or in groups.

Detects and flags duplicates if the duplicate logic is turned on.

Figure 11. Stare and Compare screen

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My Access Hoover’s

My Messages View messages from Hoover’s about new features, or scheduled maintenance.

Usage Review your Access Hoover’s usage.

Manage Triggers Create and manage triggers that have been setup on news and events.

Scheduled Downloads View a list of scheduled background downloads, including Build-a-list imports.

Scheduled Updates Review and manage scheduled all scheduled automatic updates.

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Figure 12. Hoover's Admin tab

Figure 13. Access Hoover's configuration page

Hoover’s Admin

Field Mapping To get the most benefit from Access Hoover’s,

Hoover’s data should be mapped to CRM fields

in the Accounts, Leads or Contacts. Use these

tools to map Hoover’s data to individual fields.

There are out-of-the-box defaults for mappings

Note: Make sure when mapping fields that the

field can handle the type and format.

Industry Value Mapping Hoover’s industry codes and data can be

mapped to fields. This mapping is optional and

works similarly to the Field Mapping.

Reset Field Mappings Hoover’s default field mappings can be

reinstated using these links.

Configuration Options Advanced Configuration options can be

accessed through this menu. Options include:

Enabling/Disabling Duplicate

Checking

Changing the default search type for

Lead updates to People or

Companies.

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Page left blank for more screenshots

ConnectMail

What is ConnectMail? ConnectMail is Hoover’s brand for direct contact information for key decision makers

in business. ConnectMail typically provides direct email address and/or direct phone

number.

Field Mapping ConnectMail requires the mapping of two unique fields: ConnectMail Email address

and ConnectMail phone number. These fields will only be populated when there is

ConnectMail direct contact available for the contact and the ConnectMail contact

information was purchased.

Note: Make sure when mapping fields that the field can handle the type and format.

How to Use ConnectMail are used to purchase ConnectMail contacts. Talk with the CRM

administrator of Hoover’s account representative to purchase ConnectMail credits.

Where is ConnectMail available? ConnectMail is available for many people records. People can be used as Contacts or

Leads in most CRM systems. Just look for the ConnectMail icon

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Troubleshooting

I don’t seem to have access to all of the tabs and features mentioned in this document. How do I get

these features turned on?

With the rollout of advanced access controls, your CRM administrator has control over what features

you may access. Please contact your CRM administrator to obtain access to those features.

I get an error when I try to update a record. What is going on?

Please check to ensure that all fields to which you have Hoover’s data mapped exist and do not have any

rules which would prohibit Access Hoover’s from updating the field.

I deleted a record from the CRM. What can I do?

Any information specific to that record will be lost, however it is simple to retrieve the Hoover’s

information associated with that record. Check with your CRM Admin to see if there is any way to

recover the lost record. To restart the record, simply do a Hoover’s search and import the Hoover’s

company or people information as the preferred record type.

What is ConnectMail and how does ConnectMail work?

I purchased ConnectMail contacts but cannot find the direct email or phone number?

Your Admin must map the ConnectMail fields. These fields are different from the other phone number

and email address fields so must be mapped by the Admin. Once mapped, the Contact must be updated

with Hoover’s to populate the proper fields; however, there will not be an additional deduction of

ConnectMail credits for previously purchased Contacts.

How do I get technical support for Access Hoover’s?

Contact information is available on the web at http://crm.hoovers.com or Hoover’s customer support at

(866) 464-3207

FAQ

How often does Hoover’s update Access Hoover’s? How will I be notified?

Hoover’s periodically updates the functionality of Access Hoover’s, typically no more than once a month.

For most versions of Access Hoover’s this update is automatic for versions installed on “on demand”

CRMs. When an update is available or about to be released, Hoover’s will post information on

http://crm.hoovers.com as well as send a message to the mailbox within Access Hoover’s called “My

Messages”

http://crm.hoovers.com/

http://crm.hoovers.com/

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When Access Hoover’s is updated, what do I need to do to take advantage of the new features?

In most cases, Access Hoover’s features are updated automatically when Hoover’s releases an update,

you need to do nothing to update. However, on some “On Premise” solutions, you must download and

install the latest update to take advantage of new features.

Documents

for Oracle Siebelimages.hoovers.com/asset/document/products/100005720.pdffor Oracle Siebel User Guide March 2011 Edition r5.0 HOOVER’S, INC. • 5800 AIRPORT BLVD