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Scenario for Managing an Opportunity

This scenario gives one example of how you can use Siebel CRM Desktop to manage an opportunity. You might use Siebel CRM Desktop differently, depending on your business model.

After meeting with a contact at a key strategic account, a sales representative learns of an upcoming Request For Proposal (RFP) that might help to improve the sales pipeline for the next quarter. To complete this work, the representative uses Siebel CRM Desktop to create a new opportunity in Microsoft Outlook.

To begin, the representative clicks Opportunity on the toolbar which opens a new opportunity form. The representative enters details of the new opportunity, including the name, related account, lead quality, sales method, sales stage, close date, and so forth. The representative knows two contacts at the account, and that these contacts decide whether to place an order. Therefore, the representative associates these contacts with the opportunity. The representative can choose one or more products and associate them with the opportunity. To indicate the projected value of the opportunity and to describe how that value is distributed across related products for the opportunity, the representative can assign expected revenue values for the opportunity.

When the representative saves these details in Microsoft Outlook and then synchronizes with the Siebel Server, Siebel CRM makes the details available to other users who possess access to the account and contacts.