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Setting Up Campaign Quotas
Quotas are used by Siebel Marketing and Siebel Campaigns and may be set up for a campaign as an incentive for agents to meet target goals. The quota may be a monetary goal such as generating a certain amount of revenue for a campaign or it may be a nonmonetary goal such as making a certain number of calls within a time period.
To develop a quota plan with measurable objectives and rewards for success, use the following process and the quota view tabs to define details. For more information, see Siebel Incentive Compensation Administration Guide.
- Creating Campaign Quota Plans. Create the quota plan and specify the period it will be in effect.
- Defining Quotas for the Plan. Specify the objectives for each quota, and how performance is measured.
- To add quota objectives to the quota plan. Select quota objectives that reflect plans goals, and assign them to your plan.
- Assigning Awards to the Campaign Quota Objective. Define the incentives that participants receive for meeting quota objectives.
- Assigning Campaign Quota Plan Participants. Select team members eligible to participate in the quota plan.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |