Bookshelf v7.5: Example Workflow for Objectives

Siebel Consumer Sector Guide > Objectives > Business Scenario for Objectives >

Example Workflow for Objectives

This is an example workflow for working with Objectives. Your company may follow a different workflow according to its business requirements.

Administrator Setup Procedures

Administrators must perform the following steps in the order given:

Create an Objective. For more information, see Creating an Objective.

Add recommended activities. For more information, see Adding Recommended Activities to an Objective.

Target accounts to the Objective. For more information, see Targeting Accounts to an Objective.

Optional: Add literature to an Objective. You can add supporting literature, such as marketing and sales documents, to an objective, using the Attachments view tab. For more information, see Fundamentals.

NOTE: For users to view a literature item, they need to have software capable of opening the literature item file installed on their computers. For example, they must have Adobe Acrobat Reader to view a .pdf file.

Optional: Associate promotions with an Objective. Objectives provide goals for retail sales representatives working with promotions. For more information, see Trade Promotions.

Optional: Change dates for the Objective. For more information, see Changing the Dates for Objectives.

Optional: Add child objectives. You can associate smaller objectives with a larger objective. The associated products of the child objective are constrained by the parent objective. For more information, see Adding Child Objectives.

Schedule store visits. For more information, see Scheduling Store Visits.

End-User Procedures

End users will use the Objectives screen to review objectives, recommended activities, target accounts, and literature.

Review Objectives. For more information, see Reviewing Objectives.

Perform recommended activities. For more information, see Retail Execution.

Optional: Change Status of Activities. For more information, see Changing the Status of Activities.

Administrator and End User Maintenance Procedures

During the campaign, retail sales managers and sales representatives check on the status of the objectives and associated activities.

Check status of Objectives. For more information, see Checking the Status of Objectives.