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Scenario for Generating Presentations (End User)

This scenario provides an example of the business process performed by a sales representative creating presentations for prospective accounts. Your company may follow a different process according to its business requirements.

A sales representative is asked by a prospective customer to deliver a presentation on service offerings. The sales representative has already recorded the opportunity and its related details in Siebel Sales, including the number one decision issue—price.

The sales representative navigates to the Opportunities screen's Presentations view and creates a new presentation record. Because price is the most important decision issue, the presentation is based on 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 standards established by the sales representative's company, and includes the relevant slides. The sales representative makes some minor adjustments to the presentation, and saves it.