| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Partner Relationship Management Administration Guide
Siebel Partner Portal Login Page
Screens the Siebel Partner Manager Shares With Other Siebel Applications
Screens That Are Specific to the Siebel Partner Manager
The Siebel PRM Wireless Client
About Siebel PRM Setup Processes
Installing and Configuring Siebel PRM
Configuring High Interactivity
Setting Up the Organization Structure
Defining Partner Responsibilities
Setting Up Access Groups and Categories
Setting Up Automatic Routing of Information
Adding Partner Companies and Employees
About Visibility Enhancements in Siebel PRM
Configuring Visibility of Pop-Up or Pick Applets
Configuring Visibility of Child Objects in Views
Allowing Users to Change Primary on a Visibility Team
Siebel Tools for Partner Web Services
Setting Up Application Services Interfaces
About Application Services Interfaces
Setting Up Opportunity Transfer
Setting Up Shopping Cart Transfer
Opportunity Transfer Workflows
Shopping Cart Transfer Workflows
Business Services Used by ASIs
About Partner Registration and Enrollment
The Siebel Partner Portal Homepage
Providing Information for Public Users
Registering Individual Partners
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Thanking Individual Partners for Registering
Enrolling New Partner Companies
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Approving a Partner Company
Registering the Partner Company
Assigning Responsibilities to the Partner Company
Assigning Positions to the Partner Company
Assigning Master Data to the Partner Company
Adding User Assignments at the Partner Company
Assigning Roles to the Partner Company
Contacting the New Delegated Administrator
Adding Locations for the Partner Locator
Completing the Partner Profile
Other Ways of Adding Partner Records
Delegated Catalog Administration
Delegated Communication Administration
Using the Siebel PRM CHAMP Planning Module
Adding Partners as Participants in an Initiative
Adding a Plan and Its Highlights
Approving the Plan Internally and Publishing It to the Partner
Approving the Plan Jointly with the Partner
Executing the Plan and Evaluating Performance
Evaluating Partner Performance
About Transactional and Master Data
Sharing Transactional Data with Partners
Assigning Opportunities to a Partner
Viewing a Partner's Opportunities
Assigning Service Requests to a Partner
Viewing Partner Service Requests
Assigning Customer Accounts to a Partner
Assigning Contacts to a Partner
Assigning Activities to a Partner
Assigning an Order to a Partner Employee
Assigning Inventory to Partners
Sharing Master Data with Partners
Creating Categories and Access Groups
Adding Partner Companies to Access Groups
Adding Master Data to Categories
Assigning Price Lists to Partner Companies
Scenarios for Partner-Led Sales
Brand Owner Creates Opportunities and Assigns Them to Partners
Brand Owner Creates Opportunities and Transfers Them to Partners
Partners Create and Work on Opportunities
Scenarios for Collaborative Selling
Brand Owner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Assigns Them to Brand Owner
A Customer Transfers a Shopping Cart From the Brand Owner's Web Site to a Partner
Opportunity Management Workflows
Scenarios for Forecasting Partner Sales
Brand Owner Forecasts Partner Revenue
Partner Managers at the Brand Owner Forecast Revenue for Multiple Partners
Partners Forecast Their Revenue Without the Brand Owner Viewing Forecasts
Using Presentations and Proposals
Managing Customer Service Requests
Scenarios for Partner-Led Customer Service
Scenarios for Collaborative Customer Service
Managing Partners' Service Requests
Using Solutions and SmartScripts to Help Partners Solve Problems
Business Example Using Solutions and SmartScripts
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
Collaborative Marketing with Partners
Planning Collaborative Marketing
Managing Collaborative Marketing Campaigns
Creating and Executing Campaigns
Making Campaign Offers to Partners
Setting Up Partners for Standard, Power, and Personal Commerce
Scenarios for Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Disabling the Partner Commerce Workflows
Partner-to-Partner Collaboration
About Partner-to-Partner Collaboration
Using Market Development Funds
About Market Development Funds
Creating a Market Development Fund
Adding Partner Companies as Fund Participants
Adding Funding to the Market Development Fund
Setting Up Fund Approval Authorization
Authorizing Employees to Approve Fund Requests
Changing the Partner Manager Field
Adding Attachments to Fund Requests
Adding Activities to Fund Requests
Adding Activity Plans to Fund Requests
Viewing Fund Requests for a Partner Company
Viewing the Status of a Fund Request
Using the Partner and Partnership Profile
Entering Partner Management Activities
Adding Partner Company Attachments
Adding Notes About a Partner Company
Creating a Partner Company Organization Chart
Managing Partner Training Courses
Training From the Partner's Perspective
Administering Partner Training
Creating Certification Metrics
Creating Certification Templates
Associating Certifications with a Partner Company
Displaying Certifications Across Partners
Communicating with Your Partners
Using Siebel eBriefings, eContent Services, and eContent Broker
Administering Partner Satisfaction Surveys
Reporting on Partner Performance
About Partner Performance and Reporting
Using Partner Performance Reports
Using Assessments to Evaluate Partner Performance
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |