Table 3. Siebel Energy Screens and Views
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Accounts |
Create, view, and update accounts. Set up and maintain account hierarchies. Define and maintain account profile information. Query customer bills. Record bill payments, repayment plans, and adjustments. |
See Accounts in Siebel Energy, Profiles in Siebel Energy, and Billing in Siebel Energy in this guide |
Activities |
Track personal activities and view activities for other team members. Track the progress of accounts, trouble tickets, service requests, interactions with contacts, and opportunities. |
See Applications Administration Guide |
Agreements |
Create, generate, modify, approve, and track agreements. |
See Agreements and Entitlements in Siebel Energy in this guide |
Assets |
Manage information about products sold to accounts. |
See Siebel Field Service Guide |
Audit Trail |
Creates a history of the changes that have been made in Siebel Energy. |
See Applications Administration Guide |
Briefings |
Gather and format information from a number of different sources, both inside and outside your company, including the World Wide Web. |
See Siebel eBriefings Administration Guide |
Calendar |
Create and display activities (including to-do activities) and share calendar information with co-workers. |
See Fundamentals |
Campaigns |
Manage outbound communications with prospects targeted for a particular marketing effort. |
See Applications Administration Guide |
Contacts |
Record and track business and personal contact information associated with an account, an opportunity, a trouble ticket, or service request. |
See Contacts in Siebel Energy in this guide |
Credit Management |
Manage and monitor customer credit issues. Share data with third-party credit management applications. |
See Credit Management in Siebel Energy in this guide |
Entitlements |
Associate entitlements with accounts, contacts, and products. Determine a customer's eligibility for service under its entitlements. |
See Agreements and Entitlements in Siebel Energy in this guide |
Expense Reports |
Manage expense-report information for your own expenses, or your team's expenses. |
See Applications Administration Guide |
Forecasts |
Create business forecasts based on opportunities or products. |
See Applications Administration Guide |
Fraud Management |
Manage and monitor customer fraud issues. Share data with third-party fraud management applications. |
See Fraud Management in Siebel Energy in this guide |
Literature |
Display company- and industry-related literature cataloged by the Siebel administrator. |
See Applications Administration Guide |
Opportunities |
Manage sales opportunities for business and residential customers. |
See Opportunities in Siebel Energy in this guide |
Orders |
Create sales orders and track their status. Generate order summaries. |
See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications |
Premises |
Create and maintain premises. Track service points, customer premise equipment, and meters associated with a premise. |
See Premises in Siebel Energy in this guide |
Price Comparison |
Creates quotes comparing in-house rate plans against competitors' rates |
See Price Comparison in Siebel Energy in this guide |
Products |
Display products, product lines, product features, and price lists. |
See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications |
Quality |
Manage information about adverse events or reactions related to products. |
See Applications Administration Guide |
Quotes |
Create, view, and update quotes. Update opportunities and configure solutions for quotes. |
See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications |
Service Requests |
Create, display, and update customer requests for information about or assistance with products or services. |
See Service Requests and Trouble Tickets in Siebel Energy in this guide |
SmartScripts |
Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing). |
See Siebel SmartScript Administration Guide |
Solutions |
Search, organize, and add to a knowledge base of answers to service requests and trouble tickets. |
See Siebel Field Service Guide |
Trouble Tickets |
Create, display, and update customer requests for information about or assistance with products or services. |
See Service Requests and Trouble Tickets in Siebel Energy in this guide |
Work Orders |
Manage the work components associated with activating or turning off service for a customer. |
See Work Orders in Siebel Energy in this guide |