Bookshelf v7.5: Example Workflow for Accounts

Siebel Consumer Sector Guide > Accounts > Business Scenario >

Example Workflow for Accounts

This example workflow for accounts is performed by marketing administrators and key account managers. Your company may follow a different workflow according to its business requirements.

Administrator Procedures

You should perform the procedures in the order shown here.

Add an account. For more information, see Adding or Modifying Accounts.

Set up an account hierarchy. For more information, see Setting Up Account Hierarchies.

Profile an account. For more information, see Profiling an Account.

Create account contacts. For more information, see Applications Administration Guide.

NOTE: In the standard Siebel Consumer Sector applications, contacts have a M:M relationship with addresses. That is, multiple accounts and multiple contacts can have and share more than one address. An address deleted or modified by an administrator removes or updates all instances of this address. If an address is changed by an administrator or an end user at the account or contact level, the address will change for all of the contacts or accounts associated with that address.

Create addresses for an account. For more information, see Creating Addresses for an Account.

Create account assessment templates. For more information on creating assessment templates, see Applications Administration Guide.

Assign account team members. Account team members can be designated manually or automatically with the use of Siebel Assignment Manager. For information about manually assigning account team members, see Applications Administration Guide. For more information about using Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.

End-User Procedures

End users can perform the following procedures in any order:

Adding or modifying an account. End users can add new accounts or modify certain information for existing accounts. For more information on these procedures see Siebel Sales User Guide.

Removing themselves from an account team. End users cannot delete accounts but can remove themselves from the account team. For more information on removing yourself from an account team, see Removing Yourself from an Account Team.

Associate activities to an account. For more information, see Associating Activities with an Account.

Add opportunities to an account. For more information, see Siebel Sales User Guide.

Associate contacts with an account. For more information, see Associating Contacts to an Account.

Associate addresses to an account. For more information, see Associating Addresses to an Account.

Perform an account (or retail) assessment. Account assessments can be used to compare accounts to each other or against a model, or to learn what is known (or not known) about the accounts and sales situations. For more information on performing retail assessments, see Performing a Retail Assessment.

Enter additional demographics information. For more information, see Adding Account Demographic Information.