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

 

A

account assessment, completing   1

account categories   1 ,  2

accounts

account assessment, completing   1

activity, associating with an account   1

business scenarios   1 ,  2 ,  3 ,  4 ,  5 ,  6 ,  7 ,  8 ,  9 ,  10

contacts, adding to account   1

creating   1

defined   1

global   1

manager approval, viewing   1

offerings, adding to Business and Service Units   1

opportunity, adding to   1

partners, adding   1

references, designating as   1

updating information in external systems   1

viewing credit profile information   1

actions, selling plans   1 ,  2

activities

business scenario   1

defined   1

delegating   1

messages and activities, associating   1

new activity, creating   1

references, adding to   1

activity plans   1

alerts

assigning to a message   1

message alerts, sending   1

ASI   1

accounts   1

contacts   1

assessments

opportunity, associating to   1

Target Account Selling, completing   1

attachments

contact, associating with   1

literature, enclosing with correspondence   1

literature, sending as email attachment   1

messages, associating a message with   1

reference attachments, viewing   1 ,  2

audience of guide   1

Auto Quote   1


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B

best actions view, adding   1

billing address, adding to quote   1

Browse Catalog   1

Business and Service Unit, adding   1

business scenarios

accounts   1 ,  2 ,  3 ,  4 ,  5 ,  6 ,  7 ,  8 ,  9 ,  10

activities   1

competitors   1

contacts   1

correspondence   1

D&B data scenarios   1

decision issues   1

Enterprise Selling Process   1

literature   1

messages   1

opportunities   1

presentations   1

products   1

proposals   1

quotes   1

Strategic Selling   1

Target Account Selling (TAS)   1

tracking information with categories   1

buying influence information   1


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C

categories

See also  Categories

about   1

business scenario   1

competitive analysis

company comparisons, viewing   1

customer questions and opportunities, associating   1

information, adding and updating   1

competitors

business scenario   1

competitor comparisons, viewing   1

opportunity, associating with   1

contacts

account, associating with   1

accounts, adding to   1

adding   1

attachment, associating with   1

business scenario   1

buying influence information, adding   1

categories, adding   1 ,  2

defined   1

opportunity, adding to   1

opportunity, associating with   1

organization charts, adding to   1

profile, creating and defined   1

promoting personal   1

recipients, adding to correspondence   1

updating information in external systems   1

correspondence

business scenario   1

creating   1

fulfillment center, sending correspondence to   1

fulfillment requests, monitoring status of   1

labels, previewing   1

letter templates, creating   1

letter, previewing   1

literature, enclosing   1

personal correspondence templates, creating   1

recalling   1

recipients, adding   1

server, requesting literature files from   1

credit profile

accounts   1

customer acquisition

D&B   1


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D

D&B integration

about D&B data   1

business scenarios   1

D&B accounts, promoting   1

D&B report, viewing   1

data, viewing   1

D-U-N-S number, about   1

prospect lists, creating   1

 1

Data Universal Numbering System (D-U-N-S), about   1

decision criteria, adding   1

decision issues

business scenario   1

details, displaying and screen example   1


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E

email

email messages, sending   1

literature attachments, sending   1

Enterprise Selling Process

Business and Service Unit, adding   1

business scenario   1

manager approval, viewing   1

offerings, adding to Business and Service Units   1

organizational analysis   1

overview   1

partners, adding   1

 1


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F

fax, literature attachments, sending   1

fulfillment centers

correspondence, sending to   1

requests, monitoring status of   1


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G

Global Accounts   1

guide

audience of   1


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K

key concepts, TAS methodology   1

key product features, viewing product information   1


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L

labels

previewing   1

templates, creating   1

letters

personal correspondence templates, creating   1

previewing   1

templates, creating   1

 1

literature

business scenario   1

correspondence, enclosing with   1

email, sending as attachment   1

viewing   1

locking presentations   1

locking proposals   1


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M

mail merge fields, about creating   1

manager approval, viewing   1

marketing resources, balancing tool   1

messages

activities, associating with   1

alerts, assigning to a message   1

attachments, associating with   1

business scenario   1

email messages, sending   1

marked as private, about   1

message alerts, sending   1

messages you created, viewing   1

new messages, creating   1

opportunity, associating a message with   1

your messages, viewing   1

methodology, Target Account Selling   1

Microsoft PowerPoint

presentation component file, modifying   1

proposal components, modifying   1

Microsoft Word

proposal draft, editing   1 ,  2

milestones, adding   1


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N

New Contact form, adding additional information   1


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O

offerings, adding to Business and Service Units   1

opportunities

account, adding to   1

assessment, associating to an opportunity   1

Auto Quote, using   1

business scenario   1

categories, adding   1 ,  2

competitors, associating with   1

contacts, adding to an opportunity   1

defined and examples   1

message, associating a message with   1

position summary information, adding   1

primary team member, changing   1

products, associating to an opportunity   1

proposals, creating   1

Sales Pipeline Analysis graph, displaying   1

Sales Pipeline Phases graph, displaying   1

single sales objectives, adding   1

strategy sessions, adding actions to   1

tactics, adding   1

orders

billing information, adding   1

quotes, creating from   1

shipping information, adding   1

organization chart, viewing   1

organization charts, maintaining   1

organizational analysis

about   1

creating   1 ,  2


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P

partners, adding   1

personal correspondence templates, creating   1

position summary information, adding   1

presentation

locking   1

presentation components

adding from other locations   1

defined   1

modifying   1

from Presentation Table of Contents   1

sequence numbers, role of   1

from Siebel Encyclopedia   1

presentation sections

defined   1

Presentation Table of Contents   1

presentations

business scenario   1

creating   1

overview   1

printing   1

structure, viewing   1

primary team member, changing   1

printing presentations   1

printing proposals   1

product image, viewing   1

products

Browse Catalog, adding products   1

business scenario   1

opportunity, associating to   1

product comparisons, viewing   1

product information, viewing   1

quotes, customizing   1

profile, contacts, creating for   1

proposal components

adding from other locations   1

defined   1

modifying   1

from Proposal Table of Contents   1

sequence numbers, role of   1

from Siebel Encyclopedia   1

proposal sections

defined   1

proposals

business scenario   1

components, adding   1

creating   1

defined and overview   1

locking   1

printing   1

proposal draft, generating and editing   1 ,  2

structure, viewing   1

Proposals Table of Contents   1

prospects

lists, creating from D&B data   1


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Q

quote line items

about   1

Browse Catalog, adding products   1

line item details, adding   1 ,  2

quotes

assistance   1

bill to, adding information   1

Browse Catalog, adding products   1

business scenario   1

creating   1

customized quotes, saving   1

customizing quotes   1

generating from opportunities (Auto Quote)   1

orders, converting to   1

repricing   1

revising   1

shipping, adding information   1


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R

references

about   1

accounts, designating as reference   1

activities, adding   1

attachments, viewing   1 ,  2

repricing quotes   1

revenues

charts, viewing   1


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S

sales methods, about   1

sales pipeline graphs

Sales Pipeline Analysis, displaying   1

Sales Pipeline Phases, displaying   1

sales stages, selection criteria   1

sales strategy workflow diagram   1

sales tactics, adding   1

Save as Favorite function   1

shipping information, adding   1

Siebel Encyclopedia

presentation components, adding   1

proposal components, adding   1

 1

single sales objective, entering   1

Strategic Selling

best actions, adding   1

business scenario   1

buying influence information, adding   1

overview   1

position summary information, adding   1

possible actions, adding   1

single sales objective, entering   1


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T

Target Account Selling

See also Using Target Account Selling to Manage Opportunities

business scenario   1

TAS tools

assessment, completing   1

competitive analysis information, adding   1

decision criteria, adding   1

milestone, adding   1

organizational analysis, creating   1 ,  2

tactics, adding   1

Target Account Selling overview, completing   1

templates

alternate templates for presentations   1

letter and label templates, creating   1

personal correspondence templates, creating   1


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W

 1

workflow

sales strategy diagram   1

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 Siebel Sales User Guide 
 Published: 18 April 2003