Bookshelf v7.5: Setting Up Product Scores

Siebel eFinance Guide > Financial Needs Analyses > Administrator Procedures >

Setting Up Product Scores

Administrators use the Product Scores Administration subview in the Products Administration screen to define the product scores associated with each of an organization's products. Each product can be included in one or more needs analysis view.

To associate questions and scores with products

From the application-level menu, choose View > Site Map > Product Administration > Product Administration.
In the Products list, select the product for which to define questions and scores.
NOTE: If the product does not exist, add it. For more information about adding products, see Product Administration Guide.

In the More Info form, select Product Scores from the Show drop-down list.
The Product Score list displays the questions and corresponding answers that are currently associated with a selected product.

In the Product Scores list, add a record and complete the necessary fields.
Some fields are described in the following table.

Field

Description

Answer

The answer given by the customer. For each possible answer the customer can give, you can assign a score.

Question

The question to be asked.

Score

The score associated with the answer. You assign this value according to the importance you attach to the customer's response.

Script Name

The script to be used for this question. You are not limited to a single script for a product; you can use any number of the scripts listed.

NOTE: During a needs analysis session, if the sum of the product scores appears incorrect after you click the Recommend button to select a product, check for duplicate product score questions.

To correct a script problem with a product score

From the application-level menu, choose View > Site Map > Product Administration > Product Administration.
Select the product associated with the script you want to correct.
From the Show drop-down list, select Product Scores.
The Product Score displays the questions and corresponding answers that are currently associated with the selected product.

Edit the Score list. For example, if the same question-and-answer pair appears more than once, delete the extra question and answer.

Field	Description
Answer	The answer given by the customer. For each possible answer the customer can give, you can assign a score.
Question	The question to be asked.
Score	The score associated with the answer. You assign this value according to the importance you attach to the customer's response.
Script Name	The script to be used for this question. You are not limited to a single script for a product; you can use any number of the scripts listed.

Siebel eFinance Guide
Published: 20 October 2003