Siebel eFinance Guide > Financial Needs Analyses > Business Scenario >

Call Center Agent

A call center sales agent receives a call from a prospective new customer who is interested in opening a checking account. The agent uses the Siebel eFinance Needs Analysis script to walk the customer through a series of questions to gather her product requirements, and to record the answers used to calculate the best financial products for her. The agent provides the customer with key information about the recommended checking accounts with the highest scores. The call center agent tells the customer that she can apply for more than one product if she chooses; however, the customer decides to go with the first product on the list, and the sales agent begins the application process using the Auto Application feature.


 Siebel eFinance Guide 
 Published: 20 October 2003