Applications Administration Guide > Correspondence >

Scenario for Correspondence

This scenario provides an example of a business process performed by an administrator and sales representatives managing correspondence. Your company may follow a different process according to its business requirements.

A company has already installed the Documentation Server and wants to make Siebel Correspondence available to its sales representatives so that they can send literature with personalized cover letters to customers who request product information.

The administrator sets up the cover letter (correspondence) template and mailing label template that the sales representatives will use.

When customers request product literature, the sale representatives generate personalized cover letters and mailing labels and specify what literature needs to be included in the mailing. The customers' name and address details are taken from the contacts list in the Siebel database.

The sales representatives review and sometimes modify the cover letter before submitting the correspondence to a fulfillment center where it is printed and mailed. The changes made to the cover letter can be saved back to the Siebel File System by saving the document.