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An opportunity is any lead that could result in a sale. Some opportunities are generated from campaign leads, while others are created by your company's sales representatives. Through Siebel Energy, sales representatives can manage their sales opportunities for business and residential customers. Specifically, they can:
From the Opportunities screen, CSRs can run the Price Comparison feature. The Price Comparison feature generates annual costs for both in-house and competitors' electric and gas services. The feature calculates savings for existing and prospective customers if they choose to change rate plans. For more information on this feature, see Price Comparison in Siebel Energy.
Administrators involved with opportunities will benefit from reading this chapter. It describes how your CSRs create and update opportunities. After becoming familiar with the end-user procedures, you can customize the software to fit your company's needs.
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