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Siebel Partner Relationship Management Administration Guide
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Introduction
How This Guide Is Organized
Revision History
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About Siebel PRM
What Is Siebel PRM?
The Siebel Partner Portal
Siebel Partner Portal Login Page
Siebel Partner Portal Screens
The Siebel Partner Manager
Screens the Siebel Partner Manager Shares With Other Siebel Applications
Screens That Are Specific to the Siebel Partner Manager
Supported Browsers
The Siebel Mobile Web Client
The Siebel PRM Wireless Client
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Setting Up Siebel PRM
About Siebel PRM Setup Processes
Installing and Configuring Siebel PRM
Installing Siebel PRM
Activating Workflows
Configuring High Interactivity
Configuring Siebel PRM
Personalizing Siebel PRM
Setting Up Advanced Search
Setting Up Analytics
Setting Up Siebel PRM
Setting Up the Organization Structure
Defining Partner Responsibilities
Administering Roles
Setting Up Access Groups and Categories
Creating Price Lists
Setting Up Automatic Routing of Information
Adding Partner Companies and Employees
Creating CHAMP Metrics
Configuring Visibility
About Visibility Enhancements in Siebel PRM
Configuring Visibility of Pop-Up or Pick Applets
Configuring Visibility of Child Objects in Views
Allowing Users to Change Primary on a Visibility Team
Siebel Partner Web Services
Siebel Tools for Partner Web Services
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Setting Up Application Services Interfaces
About Application Services Interfaces
Set Up of ASIs
Setting Up Opportunity Transfer
Setting Up Shopping Cart Transfer
General Setup for ASIs
ASI Workflows
Opportunity Transfer Workflows
Shopping Cart Transfer Workflows
Business Services Used by ASIs
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Working With New Partners
About Partner Registration and Enrollment
The Siebel Partner Portal Homepage
Providing Information for Public Users
Registering Individual Partners
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Thanking Individual Partners for Registering
Enrolling New Partner Companies
Enrollment Process
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Approving 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
Assigning Roles to 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
Delegated User Administration
Delegated Catalog Administration
Delegated Communication Administration
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CHAMP Planning
About CHAMP Planning
Business Scenario
Using the Siebel PRM CHAMP Planning Module
Creating CHAMP Metrics
Viewing CHAMP Metrics
Adding New CHAMP Metrics
Creating Initiatives
Adding an Initiative
Adding Partners as Participants in an Initiative
Using Partner Plans
Adding a Plan and Its Highlights
Approving the Plan Internally and Publishing It to the Partner
Approving the Plan Jointly with the Partner
Adding Notes to the Plan
Executing the Plan and Evaluating Performance
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
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
About Managing Sales
Scenarios 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
Scenarios 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
Scenarios 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
Using Incentive Compensation
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Managing Service
About Managing Service
Managing Customer Service Requests
Scenarios for Partner-Led Customer Service
Scenarios for Collaborative Customer Service
Scenarios for Field Service
Managing Partners' Service Requests
Using Solutions and SmartScripts to Help Partners Solve Problems
Business Example Using Solutions and SmartScripts
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
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Managing Marketing
About Managing Marketing
Collaborative Marketing with Partners
Planning Collaborative Marketing
Managing Collaborative Marketing Campaigns
Marketing to Partners
Creating and Executing Campaigns
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
Scenarios for Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Disabling the Partner Commerce Workflows
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Partner-to-Partner Collaboration
About Partner-to-Partner Collaboration
Partner Collaboration
Siebel Projects
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Using Market Development Funds
About Market Development Funds
Creating a Market Development Fund
Creating a New Fund Record
Adding Partner Companies as Fund Participants
Adding Funding to the Market Development Fund
Setting Up Fund Approval Authorization
Authorizing Employees to Approve Fund Requests
Changing the Partner Manager Field
Initiating a Fund Request
Working with Fund Requests
Adding Attachments to Fund Requests
Adding Activities to Fund Requests
Adding Activity Plans to Fund Requests
Reviewing a Fund Request
Viewing Fund Requests for a Partner Company
Viewing the Status of a Fund Request
Viewing a Fund's Checkbook
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Managing Your Partners
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
Managing Partner Training Courses
Training From the Partner's Perspective
Administering Partner Training
Tracking Partner Training
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
Communicating with Your Partners
Using Partner Alerts
Using Siebel eBriefings, eContent Services, and eContent Broker
Administering Partner Satisfaction Surveys
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Reporting on Partner Performance
About Partner Performance and Reporting
Using CHAMP Planning
Using Partner Performance Reports
Using Assessments to Evaluate Partner Performance
Using Siebel PRM Reports
Siebel Analytics
Siebel Partner Analysis
Viewing Available Siebel Analytics Reports
Siebel Portal Analytics
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