Bookshelf v7.5: Screens That Are Specific to the Siebel Partner Manager

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Screens That Are Specific to the Siebel Partner Manager

In addition to incorporating the functionality of other Siebel applications, the Siebel Partner Manager includes several screens that are specific to Siebel PRM, which are used only for managing partners:

Home. The Siebel Partner Manager home page includes lists of records that you may want to work on, such as your prospective partners and your current fund requests. Items on these lists are hyperlinks, which you can click to display more information about them. The home page is fully customizable.

Partners. The Partners screen lets you record general information about your partners. It also helps you manage your relationship with your partners. For example, it lets you work with the Partner Profile and Partnership Profile, it lets you assess your partners' performance, it lets you enter and look up partner management activities, contacts, and notes, and it lets you view your partners' progress in your training and certification programs.

Partner Operations. The Partner Operations screen lets partner managers view the transactional data for a given partner, to give you an overall view of the partner's operations. You can look up a partner, and see its accounts, contacts, opportunities, orders, quotes, and service requests.

Partner Administration. The Partner Administration screen lets you do much of the work that you must do to add a new partner company, such as adding a record for the partner, assigning user IDs and passwords to partner users, and approving and registering partner companies. In this screen you can complete the necessary steps to get a partner company started, including creating a new organization and putting it in the proper place in the hierarchy. You can also administer partner information, such as adding or changing information about users, or about the partner organization.

CHAMP Planning. Siebel PRM provides tools to support the Channel and Alliance Management Process (CHAMP), which helps alliance and partner organizations improve business performance. You can use the CHAMP planning screen to create new initiatives, which are corporate strategies for a given period. After you have created an initiative, you can add partners as participants, and then create a specific partner plan for working with each participant. Finally, you can add objectives that help your partners to accomplish the goals of the plan.

Certifications. The Certification screen lets you set up programs to certify partners. For example, you may require that your partners be certified in a certain product or service that you offer to make sure that your partners deliver those products or services in the same way that your company delivers them. You can use this screen to define any levels of certification that you choose, and any criteria that you choose for each level of certification.

Alert Administration. When partners log in to the Siebel Partner Portal, it displays a personalized home page for each partner. This home page includes a Partner Alert applet, which displays Web messages that you create for your partners. Using Alert Administration, you can direct these partner alerts to all partners or to specific individuals.

Fund Design. Market development funds are funds which are allocated for joint marketing activities during a certain period. These funds can be used to help your partners with activities that help generate demand for your product or service, in a direct or indirect way. The Fund Design screen lets you create market development funds, specifying how much funding the fund has and which partners participate in and can request funding from each Fund.

Fund Requests. After market development funds have been created, partners or partner managers make requests for specific use of these funds, such as paying for a partner to participate in a trade show where they will display your product. The Market Development Fund Requests screen lets you work with and approve these requests.