Siebel Consumer Sector Guide > Account Targeting > Business Scenarios >

Example Workflow for Account Targeting

This is an example workflow for performing account targeting. Your company may follow a different workflow according to its business requirements.

Administrator Procedures

When performing account targeting, key account managers and system administrators complete the following procedures:

  1. Make the predefined query public. Administrators unlock a private predefined query and change it to a public predefined query. This allows all users to view and execute the query. For more information, see Making a Predefined Query Public.
  2. Delete saved predefined queries. Administrators delete predefined queries that are no longer relevant. This allows only current predefined queries to be viewed and executed. For more information, Deleting a Saved Predefined Query.

End-User Procedures

To perform account targeting, retail sales representatives complete the following tasks:

  1. Create and save a target list. Retail sales representatives perform queries to locate the accounts they want to target. Although this may be done in any number of views, the views in the Target Accounts screen are specifically designed for the type of advanced queries likely to be performed. The results of a query is saved and given a descriptive name. The date on which a query was created is automatically saved. For more information on performing these procedures, see Creating a Target List and Saving a Target List.

    2. NOTE:  A saved target list consists only of accounts that matched the query criteria when the query was performed; retail sales representatives should
    re-create their target lists periodically to include accounts that were added after the target list was saved, or whose data has changed since the target list was saved.

    After creating and saving a target list, retail sales representatives can merge (intersect or combine) it with other target lists. After merging target lists, they can assign the results to a route in the view that they use to plan their routes or objectives. After assigning the list of accounts to a route, they can add or delete accounts to optimize their target list. For information on performing this procedure, see Assigning Target Lists to a Route.

  2. Delete a target list. Retail sales representatives can delete target lists that are no longer applicable. For example, a target list may become old and no longer valid. For more information on performing this task, see Deleting a Target List.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003