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Scenario for Generating Presentations

This topic gives one example of how a sales representative might generate presentations for prospective accounts. You might generate presentations differently, depending on your business model.

A prospective customer asks a sales representative to deliver a presentation about service offerings. The sales representative already recorded the opportunity and its related details in Siebel Sales, including the number one decision issue (price).

The sales representative navigates to the Presentations view of the Opportunity screen, and creates a new presentation record. Because price is the most important decision issue, the presentation uses a template that includes slides that address price issues.

When the sales representative generates a draft of the presentation, the presentation is formatted according to company standards, and includes the relevant slides. The sales representative makes some minor adjustments to the presentation, and saves it.