Bookshelf v7.5: Account Briefings

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Account Briefings

Account Briefings help users prepare for customer calls by keeping them informed about aspects of their accounts. An Account Briefing is a single Web page that summarizes interactions with the customer and includes news and company profile information. It also gives users access to related literature in the Siebel Encyclopedia, such as presentations, brochures, and recommended links.

Users can access Account Briefings from several views. Each view provides the user with a different subset of account records. The views include:

My Tracked Accounts. This view shows the accounts selected by users in their tracking profiles.

My Accounts. This view shows the user's assigned accounts.

My Team's Account. This view shows the user's accounts and accounts for which the primary sales team member is a direct subordinate of the user.

All Accounts. This view shows the accounts to which the user has access based on visibility rules.

NOTE: Access to views is based on each user's responsibilities. Not all users have the views listed in this section. For example, only managers have access to My Team's Accounts. For more information about responsibilities and views, see Security Guide for Siebel eBusiness Applications.

Figure 3 shows an example of an Account Briefing. Sample data files have been created for some links and literature items (for example, Web Clips) to illustrate the ways external data is integrated into eBriefings if the application has a live Internet connection using the Siebel eContent datahost. Some links do not appear to work because a sample data file has not been created for that link or list. With a live connection, you can see the way the functionality works after configuring eBriefings to integrate the third-party content you are interested in viewing.

Figure 3. Account Briefing

Account Briefing Sections with Siebel Data

Table 4 describes the Account Briefing sections that include data from your Siebel database. The search and sort specifications for internal sections are defined in the predefined query called Account. For more information about predefined queries, see Modifying Siebel ERM Predefined Queries.

Table 4. Account Briefings Siebel Data Sections
Section	Description
Account Team Members	Displays employees who are on the sales team for the account.
Activities	Displays account activities for the last 30 days. Activities are sorted by type and then description.
Contacts	Displays the contacts related to the account. Contacts are sorted by last name and then first name.
Header	Displays the name of the current company and a link to the company's home page. It also includes an Edit Layout button that allows users to modify the layout of the Account Briefing.
Opportunities	Displays account opportunities created in the last 30 days. Opportunities are sorted by revenue and then by probability percentage, based on the primary user.
Quotes	Displays the quotes related to the account. Quotes are sorted by end date. Quotes that are less than 30 days old appear.
Recommended Links	Displays links to recommended Web pages. Recommended links are defined as literature items in the Siebel Encyclopedia. The literature type is Recommended Link, and the Web display method is not In-Line.
Recommended Literature	Displays links to literature items in the Siebel Encyclopedia related to the account. The current date must be between the release and expiration dates.
Service Agreements	Displays the service agreements related to the account. Service agreements are sorted by end date. Service agreements that are less than 30 days old appear.
Service Requests	Displays the service requests related to the account. Service requests are sorted by status, creation date, and then severity.
Table of Contents	Displays Account Briefing sections. Sections that include available data appear as hyperlinks.
Web Clips	Displays a Web page related to this account in-line with other sections. Web Clips are recommended links defined in the Siebel Encyclopedia with a Web display method of In-Line.

Account Briefing Sections with External Data

Table 5 describes the Account Briefing sections that include information from Siebel eContent Services.

Table 5. Account Briefing External Data Sections
Section	Description
Additional Information	Links to stock chart and SEC filings for the account and links to Internet search engines. When users click these links, the search arguments are passed to the target site and a search is automatically performed for information about the current account.
Corporate Relationships	Displays affiliated companies sorted by name.
Market Information	Displays stock information such as the current price, last trade, the net change for the day, trading volume, 52-week high and low, and other market-related data.
News	News about the account from external news wires. The number of articles and duration of news postings can be configured in the Administration view.
Profile	Summary of company data provided by a Siebel eContent Services content provider.