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Business Scenario for Managing Contacts

This section outlines an example workflow performed by a Siebel administrator and end users. Your company may follow a different workflow according to its business requirements.

A pharmaceutical company is reviewing the contact information in their database to make sure it is as current and up-to-date as possible. During this update process, the administrator deletes obsolete contacts and associates new contacts with existing bricks (geographic areas). In addition, he adds new medical specialties and updates existing contacts needing a primary specialty designation.

Sales representatives use Siebel Contacts to manually add and modify contact information. They can add more depth to contact data by creating user-defined fields called categories. Using categories, representatives can track private or shared information about a contact. In addition, representatives can track referral relationships between contacts.


 Siebel Life Sciences Guide 
 Published: 18 April 2003