Index

A - B - C - D - E - F - G - H - I - K - L - M - N - O - P - Q - R - S - T - V - W

A

access groups

defined 1

factor determining data access, about 1

master data, about sharing with 1

partner companies, adding to 1

Accrual Definition record, defining options available in the Type field 1

accrual fund

about 1

checkbook, viewing 1

Marketing Development Fund, about adding funding to MDF 1

Marketing Development Fund, adding to 1

action plan

defined 1

objective, adding for 1

activities

fund requests, adding activities to 1

partner employee, assigning to 1

partner employee, tracking, modifying, and deleting 1

partner management activities, entering 1

partner management activities, modifying, deleting, and displaying 1

partner management activity plans, displaying and deleting 1

partner management activity plans, entering 1

activity plans

partnership management activity plans, displaying and deleting 1

partnership management activity plans, entering 1

advanced search, described 1

agreements

partner agreements, entering 1

partner agreements, modifying and deleting 1

Amount metric, defined 1

assessments

partner company, entering an assessment 1

partner company, modifying and deleting an assessment 1

partner performance, about using to evaluate 1

asset scenarios

assigning assets to partners 1

brand owner monitoring 1

logging a service request 1

viewing asset history 1

Assigned To field

activities, assigning activities to employee 1

activity plans, using to assign to employees or partner employees 1

Assignment Manager, assigning service requests 1

attachments

fund requests, adding to 1

partner company, displaying, modifying, and deleting 1

partner company, entering 1

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B

brand owner scenarios

assets, assigning to partners 1

assigning service request to employees 1

assigns service request to partner 1

brand owner tracking service requests 1

employees tracking service requests 1

entering service requests 1

inventory level, monitoring 1

inventory location, setting up 1

inventory location, transferring products to 1

locating parts 1

monitoring asset service 1

tracking partner service requests 1

tracks partner service request 1

viewing partner service requests 1

browsers, supported by Siebel PRM 1

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C

campaigns

collaborative marketing campaigns, managing 1

partners, making campaign offers to 1

categories

defined 1

literature, associating with using Literature Administration screen 1

master data, about adding to categories 1

master data, about sharing with partner companies 1

certifying partners

about and process steps 1

certification metrics, creating 1

certification templates, about 1

partner's progress, checking 1

partner's progress, recording 1

CHAMP planning

See also Using Partner Plans

business scenario 1

CHAMP metrics, about 1

CHAMP metrics, about creating 1

CHAMP metrics, viewing 1

CHAMP Partner Plan report, described 1

initiative, adding 1

initiative, adding partner company as participant in 1

initiatives, defined 1

process steps 1

reports, about 1

1

channel partner company, adding to access group 1

checkbook, viewing 1

collaborative marketing

campaigns, managing 1

planning 1

collaborative selling, scenarios

See also Partner Creates Opportunities and Assigns Them to Brand Owner

lead, brand owner identifies and works with partner in joint selling effort 1 , 2

lead, partner identified and transfers to brand owner 1

lead, partner identified and works with brand owner in joint selling effort 1 , 2

communicating with partners

eBriefings, using 1

partner alerts, about and types of messages 1

partner alerts, creating partner alert key words 1

company partner, described and access to Partner Portal 1

configuring high and low interactivity, about 1

contacts

modifying and deleting 1

partner company, assigning to 1

partner employee, assigning to 1

Contacts view, using 1

contracts

partnership contracts, about entering 1 , 2

partnership contracts, entering 1 , 2

customer accounts

modifying and deleting 1

partner company, assigning to 1

partner company, viewing all accounts 1

partner employee, assigning to 1

customer service requests, service request type described 1

customer service, collaborative scenarios

brand owner assigns service request to employees 1

brand owner responds to service request 1

brand owner tracks employees work 1

employees tracking service requests 1

partner logs service request 1

partner logs service requests 1

partners use self-help screen 1

customers, shopping for 1

customizing Siebel PRM, about 1

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D

data, types of 1

See also Sharing Transactional Data with Partners

delegated administrator

delegated administrator position and responsibility, assigning 1

employees, giving delegated administrator responsibility to 1

partner company, contacting about responsibilities 1

partner employee type described 1

partner responsibilities, about defining 1

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E

eBriefings, using to communicate with partners 1

employees

1

fund authorization, setting up 1

end users, partner employee type described 1

eNewsletters, sending to partners 1

1

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F

fixed fund

about 1

Marketing Development Fund, adding funding to MDF 1

Marketing Development Fund, adding to 1

forecasting scenarios

See also Scenarios for Forecasting Partner Sales

forecasting and options, about 1

Freelance Graphics, about generating presentation in 1

Fund Request Summary report, described 1

fund requests

activities, adding to 1

approval authorization, about setting up and example 1

approval authorization, authorizing your employees to approve 1

attachments, adding to 1

balance, checking 1

partner company, viewing all fund requests for 1

request, about initiating 1

reviewing, changing routing for approval 1

reviewing, using Status picklist 1

status values, table of 1

status, viewing 1

types and about adding to Marketing Development Fund 1

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G

Group Administration screen, about using to setup overall organization structure and example 1

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H

help

online help, about customizing 1

hierarchical structure, about dividing your business into 1

high interactivity, about configuring 1

home page

individual partners, about configuring 1

public users, described and example 1

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I

incentive compensation, process steps 1

individual partners

access to data, factors that determine 1

described and access to Partner Portal 1

home page, about configuring 1

master data, making visible to 1

registering, about 1

registering, about thanking 1

screens visible to 1

views available to individual partner, showing 1

1

initiatives

See also Creating Initiatives

adding 1

defined 1

partner company, adding as participant in 1

installing, requirements for 1

interactivity

configuring, about 1

inventory management scenarios

inventory level, monitoring 1

inventory location, setting up 1

inventory location, transferring products to 1

locating parts 1

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K

key words, using with partner alerts 1

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L

leads

ways to assign to partners 1

your report's leads, displaying 1

Literature Administration screen, using to associate literature with category 1

Lotus Freelance Graphics, about generating presentations in 1

Lotus WordPro, about generating proposals in 1

low interactivity, configuring, about 1

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M

managing sales, scenario types 1

See also About Managing SalesSee also About Managing Sales

Marketing Development Fund

about and process steps 1

accrual funding, adding to 1

activities, adding to fund request 1

attachments, adding to fund requests 1

checkbook, viewing 1

fixed funding, adding to 1

fund approval authorization, about setting up and example 1

fund approval authorization, authorizing your employees to approve 1

fund request status, viewing 1

Fund Request Summary report, described 1

fund request, checking balance in fund 1

fund request, reviewing by changing partner manager 1

fund request, reviewing using Status picklist 1

fund request, table of status values 1

funds, types and about adding to MDF 1

initiating, about 1

new fund record, creating 1

partner company, adding to 1

partner company, viewing all fund requests for 1

types of funds 1

Marketing Funds Detail report, described 1

marketing, managing

collaborative marketing campaigns, managing 1

collaborative marketing, planning 1

partners, eNewsletter, sending to 1

partners, making campaign offers to 1

master data, sharing data with partners

access groups, adding partner companies to 1

categories and access groups, about creating and examples 1

categories, about adding master data to 1

categories, using Literature Administration screen to associate literature 1

described 1

individual partners, making visible to 1

price lists, about assigning to partner companies 1

price lists, assigning to partner organization 1

types of and about controlling visibility 1

1

Microsoft

PowerPoint, about generating presentations in 1

Word, about generating proposals in 1

mixed fund

about 1

Marketing Development Fund, about adding funding to MDF 1

mobile phones, about using Siebel PRM 1

Mobile Web Client, about using through Partner Manager 1

More Info form fields, table of 1

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N

New User link, about using to register 1

notes

note types 1

plan, adding to 1

Back to top
O

objectives

about and entering plan objectives 1

action plan and resources, adding 1

action plan, defined 1

revenue, associating opportunities with 1

online help, about customizing 1

opportunities

modifying and deleting 1

new opportunity, entering through Partner Portal 1 , 2 , 3 , 4 , 5 , 6 , 7

partner company, manually assigning to 1

partner company, viewing all opportunities of 1

partner employee, manually assigning to 1

partner, about assigning to 1

partner's opportunities, about viewing 1

partner's opportunities, tracking 1

revenue objective, associating with 1

Opportunities screen, using to view partner opportunities 1

orders

partner company, assigning to 1

partner employee, assigning to 1

Organization Analysis applet, displaying Contacts list 1

organization chart

partner company, creating 1

partner company, viewing and maintaining 1

organization of guide 1

organizations

dividing your business into, about 1

individual partner data access, note 1

partner company, about placing in hierarchy 1

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P

partner agreements 1

partner alerts

about and types of messages 1

key words, creating 1

partner commerce

partners, shopping for themselves 1

Quotes screen without product catalog, using 1

Partner communities, described 1

partner companies, enrolling new

See also About Partner Registration and Enrollment

about and process steps 1

channel partner, adding to an access group 1

new delegated administrator, contacting about responsibilities 1

new partner registration and enrollment, about 1

partner company, assigning positions 1

partner employees, types of and about 1

prospective partners and their profiles, viewing 1

responsibilities, about assigning and example 1

partner company

See also About Partner Registration and Enrollment

access groups, adding to 1

assessment, entering 1

assessment, modifying and deleting 1

attachments displaying, modifying, and deleting 1

attachments entering 1

contacts, assigning to 1

customer accounts, assigning to 1

customer accounts, modifying and deleting 1

customer accounts, viewing all accounts 1

enrolling and registering, about 1

fund request, reviewing all fund requests for 1

initiative, adding as participant in 1

leads, assigning to 1

manager, displaying your report's leads 1

Marketing Development Fund, adding to 1

Marketing Development Fund, viewing attachments to fund request 1

notes, entering 1

notes, modifying and deleting 1

opportunities, manually assigning to 1

opportunities, viewing all 1

order, assigning to 1

organization chart, creating 1

organization chart, viewing and maintaining 1

partner manager, about specifying 1

partnership profile, entering or viewing 1

price lists, about assigning to 1

profile, entering or viewing 1

profile, modifying 1

registering 1

service requests, about assigning to 1

service requests, manually assigning to 1

service requests, viewing 1

Partner Contacts view, accessing Siebel PRM 1

partner employees

See also Adding User Assignments at the Partner Company

activities, assigning to 1

activities, tracking, modifying, and deleting 1

adding, about 1

contacts, assigning to 1

contacts, modifying and deleting 1

customer accounts, assigning to 1

fund request, authorizing approval 1

leads, assigning to 1

opportunities, manually assigning to 1

order, assigning to 1

quotes, viewing 1

service requests, about assigning to 1

service requests, manually assigning to 1

service requests, modifying and deleting 1

Partner Finder, using 1

1

partner led sales scenarios

brand owner, leads created by and assigned to partner 1

partner, leads created by and logged for tracking purposes 1

Partner List report, described 1

partner manager

1

about 1

changing 1

partner company, about specifying for 1

partner operations administrator, about assigning partner company responsibilities 1

Partner Operations report, described 1

Partner Operations screen

partner company service requests, viewing 1

partner opportunities, using to view 1

partner opportunities

about viewing 1

tracking 1

partner organization, assigning price to 1

partner performance

analyzing, description of ways 1

assessments, about using to evaluate partner performance 1

assessments, entering a partner company assessment 1

assessments, modifying and deleting a partner company assessment 1

CHAMP reports, about 1

evaluating, about and example 1

reports, about 1

reports, producing 1

reviewing 1

Siebel Analytics, using to report partner performance 1

Siebel PRM reports, list of 1

partner planning

action plan and resources, adding for objective 1

action plan, defined 1

defined and example 1

new plan and highlights, adding 1

notes, about adding 1

notes, adding to plan 1

objectives, about and entering plan objectives 1

partner performance, about evaluating and example 1

partner performance, reviewing 1

revenue objective, associating an opportunity with 1

Partner Portal

browsers supported by 1

high and low interactivity, about configuring 1

levels of access 1

login page, about and screen example 1

new service request, partner entering 1

partner training 1

screens, described 1

Partner Profile form fields, table of 1 , 2

Partner Profile report, described 1

partner profile, described 1

partner records, adding

new partner record, manually 1

Web site, clicking Approve button 1

Partner Report Card report, described 1

partner scenarios

assets, assigned by brand owner 1

assets, logging service requests against 1

publishing service solutions 1

viewing asset history 1

partner service requests

assigned by brand owner 1

service request type described 1

tracking 1

ways to assign 1

partner training courses, managing

about administrating 1

training from the partner's perspective 1

partners

campaigns, making campaign offers to 1

eNewsletters, sending to 1

opportunities, about assigning to 1

partners, identifying other partners to work with 1

Quotes screen without product catalog, using 1

responsibilities, about defining 1

service requests, about assigning to 1

shopping by themselves 1

transactional data, about sharing with 1

troubleshooting with SmartScripts, scenario 1

viewing service requests 1

Partners Activities view, using 1

Partners Organization Analysis view, viewing Organization Analysis applet 1

Partners screen

activities, about entering 1

activity Plans, assigning to employees or partner employees 1

attachments, sharing with partners 1

partners, communicating with

eBriefings, using 1

partner alerts, about and types of messages 1

partner alerts, creating partner alert key words 1

partners, managing

certifying partners, about and process steps 1

certifying partners, about certification templates 1

certifying partners, checking partner's progress 1

certifying partners, creating certification metrics 1

certifying partners, recording partner's progress 1

notes about partner company, entering 1

notes about partner company, modifying and deleting 1

partner agreements, entering 1

partner agreements, modifying and deleting 1

partner company attachments, displaying, modifying, and deleting 1

partner company attachments, entering 1

partner company organization chart, creating 1

partner company organization chart, viewing and maintaining 1

partner company profile, entering or viewing 1

partner company profile, modifying 1

partner management activity plans, displaying and deleting 1

partner management activity plans, entering 1

partner management activity, entering 1

partner management activity, modifying, deleting, and displaying 1

partnership contacts, about entering 1 , 2

partnership contacts, entering 1 , 2

partnership profile, entering or viewing 1

partners, sharing information with

automatic routing, about setting up 1

partnership contacts

about entering 1 , 2

entering 1 , 2

partnership profile, described 1

performance

analyzing, description of ways 1

assessments, about using to evaluate partner performance 1

assessments, entering a partner company assessment 1

assessments, modifying and deleting a partner company assessment 1

CHAMP reports, about 1

partner performance reports, about 1

reports, producing 1

Siebel Analytics, using to report partner performance 1

Siebel PRM reports, list of 1

Personal Information form, about using to register 1

personalization

about 1

factor determining data access, about 1

Plan Objectives list, table of fields 1

positions, assigning to the partner company 1

PowerPoint, about generating presentation in 1

presentations

about and example 1

process steps 1

price lists

partner companies, about assigning to 1

partner organization, assigning to 1

private notes, about 1

proposals

about and example 1

process steps 1

prospective partners, viewing 1

public users

described and access to Partner Portal 1

home page, described and example 1

Back to top
Q

Quantity metric, defined 1

quotes

partner employee, viewing quotes of 1

Quotes screen

without product catalog, using 1

Back to top
R

referential data, described 1

registering

individual partners, about thanking for registering 1

new partners, about 1

reports

CHAMP, about 1

partner performance reports, about 1

reports, producing 1

Siebel Analytics, using to report partner performance 1

Siebel PRM reports, list of 1

responsibilities

factor determining data access, about 1

partner company, assigning and example 1

partner, about defining 1

revenue objective, associating with opportunity 1

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S

sales manager

your report's leads, displaying 1

scenarios

collaborative selling, brand owner identifies lead and works with partner in joint selling effort 1 , 2

collaborative selling, partner identifies lead and transfers it to the brand owner 1

forecasting, about and options 1

partner identifies lead and works with brand owner in joint selling effort 1 , 2

partner led sales, leads created by brand owner and assigned to partner 1

partner led sales, leads created by partner and logged for tracking purposes 1

problem solving with SmartScripts 1

search, ways to search and process steps for advanced search 1

seed data, about defining partner responsibilities 1

Self-registered Partner Agent

responsibility visibility to views, note 1

views available to individual partner, showing 1

service agreements, distinction from partner agreements 1

service requests

assignment, responding to 1

new service request, entering through partner portal 1

partner company, manually assigning to 1

partner employee, manually assigning to 1

partner employee, modifying and deleting 1

partner service requests, viewing 1

partner, about assigning to 1

partner's service requests, tracking 1

types of 1

service requests, scenarios

brand owner assigns service request to partner 1

brand owner entering service requests 1

brand owner trackers partner service request 1

brand owner tracking service requests 1

collaborative customer service requests 1

partner managers tracking service requests 1

partner-led requests 1

partners assigning service requests 1

partners entering service requests 1

partners fulfilling service requests 1

viewing through Siebel Partner Portal 1

Service screen

partner service requests, viewing 1

service solutions, publishing 1

setting up

access groups and categories, about and example 1

CHAMP, about using 1

organizations, about dividing your business into 1

partner companies and employee, about adding 1

partner responsibilities, about defining 1

process steps 1

sharing information, about 1

shared notes, about 1

Siebel Advanced Search, defined 1

Siebel Analytics, using to report partner performance 1

Siebel Assignment Manager, assigning to assign service requests 1

Siebel eBriefings, using to communicate with partners 1

Siebel Mobile Web client

Partner Manager, about using through 1

Siebel Partner Manager

See also Supported Browsers

browsers, supported by 1

Mobile Web Client, about using through 1

screens, specific to 1

screens\information shared with other applications 1

Siebel Partner Portal

scenario, brand owner tracking service request 1

scenario, partner assigning service request 1

scenario, partner entering service request 1

scenario, partner fulfilling service request 1

scenario, partner managers tracking service request 1

scenario, partner-led requests 1

scenarios, collaborative customer service requests 1

Siebel Wireless client, about using Siebel PRM 1

SmartScripts

publishing 1

service request scenario 1

troubleshooting scenarios 1

Status field, using to review fund request 1

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T

templates

certification templates, about 1

training

partner training, about administering 1

partner's perspective, from 1

transactional data, sharing data with partners

activities, assigning to partner employee 1

activities, tracking, modifying, and deleting 1

contacts, assigning to partner company 1

contacts, assigning to partner employee 1

contacts, modifying and deleting 1

customer accounts, assigning to a partner company 1

customer accounts, assigning to partner employee 1

customer accounts, modifying and deleting 1

customer accounts, viewing all account of partner company 1

described 1

individual, assigning to and not organization 1

opportunities, about assigning to 1

opportunities, manually assigning to partner company 1

opportunities, manually assigning to partner employee 1

opportunities, modifying and deleting 1

order, assigning to partner company 1

order, assigning to partner employee 1

partner service requests, viewing 1

partner's opportunities, about viewing 1

partners, about sharing with 1

quotes, viewing of partner employee 1

service requests, about assigning to 1

service requests, manually assigning to partner company 1

service requests, manually assigning to partner employee 1

service requests, modifying and deleting 1

Back to top
V

views

individual partner, showing views available 1

visibility, using Self-registered Partner Agent, note 1

Back to top
W

Word, about generating proposals in 1

WordPro, about generating proposal in 1

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Siebel Partner Relationship Management Administration Guide
Published: 18 April 2003