|
Siebel Partner Relationship Management Administration Guide
What's New in This Release
Back to top
About Siebel PRM
What Is Siebel PRM?
The Siebel PRM Portal
Siebel PRM Portal Login Page
Siebel PRM Portal Screens
The Siebel PRM Manager
Screens the Siebel PRM Manager Shares with Other Siebel Applications
Screens That Are Specific to the Siebel PRM Manager
Supported Browsers
The Siebel PRM Mobile Web Client
The Siebel PRM Wireless Client
Back to top
Setting Up Siebel PRM
Installing Siebel PRM
Activating Workflows for Siebel PRM
Configuring High Interactivity for Siebel PRM
Configuring Siebel PRM
Personalizing Siebel PRM
Setting Up the Partner Program and Partner Registration Web Services
Setting Up Oracle Business Intelligence for Siebel PRM
Process of Setting Up Siebel PRM
Setting Up the Organization Structure for Siebel PRM
Defining Partner Responsibilities
Setting Up Access Groups and Categories for Siebel PRM
Creating Price Lists for Siebel PRM
Setting Up Automatic Routing of Information for Siebel PRM
Adding Partner Companies and Employees
Creating CHAMP Metrics
Configuring Visibility for Siebel PRM
Configuring Visibility of Pop-Up or Pick Applets in Siebel PRM
Allowing Users to Change the Primary on a Visibility Team
Siebel Partner Web Services
Siebel Tools for Partner Web Services
Back to top
Setting Up Application Services Interfaces for Siebel PRM
About Application Services Interfaces and Siebel PRM
About Setting Up ASIs for Siebel PRM
Setting Up Opportunity Transfer for Siebel PRM
Setting Up Shopping Cart Transfer for Siebel PRM
General Setup for ASIs for Siebel PRM
Opportunity Transfer Workflows
Shopping Cart Transfer Workflows
Transfer Cart Outbound Initial Workflow
Transfer Cart Outbound Request Process Workflow
Transfer Cart Outbound Create Header Process Workflow
Transfer Cart Outbound Create and Append Process Workflow
Transfer Cart Outbound Receive Acknowledgment Process Workflow
Transfer Cart Inbound Receive Process Workflow
Transfer Cart Inbound Create Cart Process Workflow
PRM ANI Inbound Create Account Process Workflow
Transfer Cart Inbound Create Contact Process Workflow
Transfer Cart Inbound Create Quote Process Workflow
PRM ANI Inbound Addressing Change Process Workflow
Business Services Used by Siebel PRM ASIs
Append Hierarchy Method
Create Empty Hierarchy Method
Generate Key Method
Get Child Type Method
Get Hierarchy Value Method
Get System Preference Method
Isolate Integration ID Method
Load Child Hierarchy Method
Parse Key Method
Query Business Component Method
Detach Hierarchy Method
Set Child Type Method
Set Hierarchy Value Method
Back to top
Working with New Partners
About Partner Registration and Enrollment
The Siebel PRM Portal Home Page
Providing Information for Public Users of Siebel PRM
Setting Up a Partner Company Identifier
About Applying for User IDs
Registering for a User ID (Partner Employee)
Applying for Partnership (Company)
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Thanking Individual Partners for Registering
About Enrolling New Partner Companies
Process of Enrolling a New Partner Company
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Qualifying a Partner Company
Registering the Partner Company
Assigning Responsibilities to the Partner Company
Assigning Positions to the Partner Company
Assigning Master Data to the Partner Company
Adding User Assignments at the Partner Company
Contacting the New Delegated Administrator
Adding Locations for the Partner Locator
Completing the Partner Profile
Other Ways of Adding Partner Records
Delegated Administration for Partners
Delegated User Administration for Partners
Delegated Catalog Administration for Partners
Delegated Communication Administration for Partners
Back to top
Working with Partner Programs
About Partner Programs
Process of Setting Up Partner Programs
Creating Partner Programs
Specifying Partner Program Approval Method
Associating Entitlements with Partner Programs
Setting Up Partner Program Applications
Adding Literature to Partner Programs
Setting Up Related Partner Programs
Setting Up Partner Program Tier Groups
Setting Up Partner Program Catalogs
Making Programs Visible to Partners
Eligibility Administration for Partner Programs
Creating a Partner Programs Eligibility List Manually
Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data load
Applying to Partner Programs (Partner)
Process of Reviewing Applications to Partner Programs
Accepting a Partner Program Application
Reviewing Application Inbox Information
Adding Program Entitlements to Partner Agreements
Approving a Partner Program Application
Rejecting a Partner Program Application
Notifying Partner of Application Approval by Email
Partner Program Administration
Updating Partner Program Membership Records
Performing Mass Updates of Partner Programs
Associating MDF Programs with Existing Partner Programs
Adding Agreements with Partner Program Members
Terminating a Partner Program Membership
Partner Program Membership Renewal
Partner Program Workflows
Back to top
CHAMP Planning
About CHAMP Planning
Scenario for CHAMP Planning
Process of Using the Siebel PRM CHAMP Planning Module
Creating CHAMP Metrics
Creating Partnership Initiatives
Creating Partner Plans
Adding Notes to the Plan
Approving the Plan Jointly with the Partner
Executing the CHAMP Plan
Evaluating Partner Performance
Reviewing Partner Performance
Back to top
Sharing Data with Partners
About Transactional and Master Data
Sharing Transactional Data with Partners
Assigning Opportunities to a Partner
Viewing a Partner's Opportunities
Assigning Service Requests to a Partner
Viewing Partner Service Requests
Assigning Customer Accounts to a Partner
Assigning Contacts to a Partner
Assigning Activities to a Partner
Viewing a Partner's Quotes
Assigning an Order to a Partner Employee
Assigning Assets to Partners
Assigning Inventory to Partners
Sharing Files with Partners
Process of Sharing Master Data with Partners
Creating Categories and Access Groups
Adding Partner Companies to Access Groups
Adding Master Data to Categories
Assigning Price Lists to Partner Companies
Back to top
Managing Sales with Siebel PRM
About Managing Sales with Siebel PRM
Examples for Partner-Led Sales
Brand Owner Creates Opportunities and Assigns Them to Partners
Brand Owner Creates Opportunities and Transfers Them to Partners
Partners Create and Work on Opportunities
Examples for Collaborative Selling
Brand Owner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Assigns Them to Brand Owner
A Customer Transfers a Shopping Cart From the Brand Owner's Web Site to a Partner
Opportunity Management Workflows
Examples for Forecasting Partner Sales
Brand Owner Forecasts Partner Revenue
Partner Managers at the Brand Owner Forecast Revenue for Multiple Partners
Partners Forecast Their Revenue Without the Brand Owner Viewing Forecasts
Using Presentations and Proposals
Back to top
Managing Service Requests with Siebel PRM
About Managing Service Requests with Siebel PRM
About Managing Customer Service Requests with Siebel PRM
Examples for Partner-Led Customer Service
Partner Receives Service Requests and Logs Them for Tracking Purposes
Brand Owner Receives Service Requests and Assigns Them to the Partner
Examples for Collaborative Customer Service
Partner Logs Service Requests and Works on Them with the Brand Owner
Partner Logs Service Requests and Transfers Them to the Brand Owner
Examples of Field Service with Siebel PRM
The Brand Owner and Partner Manage Inventory
The Partner Responds to Service Requests for Assets
About Managing Partners' Service Requests
Solutions and SmartScripts with Siebel PRM
Scenario Using Solutions and SmartScripts to Help Partners
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
Back to top
Managing Marketing Campaigns with Siebel PRM
About Managing Marketing Campaigns
Collaborative Marketing with Partners
Planning Collaborative Marketing Campaigns
Managing Collaborative Marketing Campaigns
About Marketing to Partners
Creating and Executing Campaigns for Marketing to Partners
Making Campaign Offers to Partners
Marketing by Your Partners
Back to top
Managing Partner Commerce
About Partner Commerce
Setting Up Partners for Standard, Power, and Personal Commerce
About Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Disabling Partner Commerce Workflows
Removing the PRM Portal Shopping Cart Toolbar
Back to top
Partner-to-Partner Collaboration
About Partner Collaboration
Example of Partner Collaboration
About Siebel Projects
Example of Using Siebel Projects for Partner-To-Partner Collaboration
Back to top
Using Market Development Funds
About Market Development Funds
Process of Working with a Market Development Fund
Making Market Development Funds Visible to Partners
Creating Market Development Funds
Setting Up Fund Approval Authorization
Changing the Partner Manager Field
Initiating a Fund Request
Adding Attachments, Activities, and Activity Plans to MDF Requests
Viewing Fund Requests for a Partner Company
Reviewing a Fund Request
Viewing a Fund's Checkbook
The Advanced MDF Option
Overview of Advanced MDF Option
Key Features of MDF Management
Scenario for MDF Management
Process of Setting Up MDF Programs
Creating an MDF Program and Program Account
Adding a Credit to a Program Account
Creating a Preapproval
Reviewing a Preapproval
Creating a Claim
Reviewing a Claim
About MDF Debits
HTIM MDF Period Ending Process Workflow
Back to top
Managing Your Partners
About Tracking Partner Information
Using the Partner and Partnership Profile
Entering Partner Management Activities
Entering Partner Agreements
Adding Partner Company Attachments
Entering Partner Contacts
Entering Partnership Contacts
Adding Notes About a Partner Company
Creating a Partner Company Organization Chart
Uploading Partner Logos
Process of Certifying Your Partners
Creating Certification Metrics
Creating Certification Templates
Associating Certifications with a Partner Company
Recording Partners' Progress
Checking a Partner's Progress
Displaying Certified Partners
Displaying Certifications Across Partners
Configuring Autopopulation of Partner Certification Criteria
About Communicating with Your Partners
Using Partner Alerts
Using Siebel Briefings, Content Services, and Content Broker
Administering Partner Satisfaction Surveys
Back to top
Reporting on Partner Performance
About Partner Performance and Reporting
Using CHAMP Planning and Partner Performance Reports
Using Assessments to Evaluate Partner Performance
Using Siebel PRM Reports
Oracle Business Intelligence Reports
Analytics for Siebel PRM Manager
Viewing Available Business Intelligence Reports
Analytics for Siebel PRM Portal
Back to top
| 
