Siebel Partner Relationship Management Administration Guide


What's New in This Release


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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


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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


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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


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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


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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


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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


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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


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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


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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


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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


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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


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Partner-to-Partner Collaboration

About Partner Collaboration

Example of Partner Collaboration

About Siebel Projects

Example of Using Siebel Projects for Partner-To-Partner Collaboration


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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


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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


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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

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Siebel Partner Relationship Management Administration Guide Copyright © 2007, Oracle. All rights reserved.