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Using Siebel eAdvisor for Quote Solutions
You can use Siebel eAdvisor to help you find a solution to present to your customer. When you use eAdvisor, an interactive session starts, and a list of questions is presented to help you locate a solution or a product. For instance, if your customer has given you specifications for a car, eAdvisor might present the following questions.
- What are the minimum number of passengers?
- What are the storage needs?
- What is the price range?
Based on your answers, eAdvisor presents a product or solution that you can add to a quote.
If a product, customizable or non-customizable, has attributes that you can choose, then you can make changes to the product. For instance, if a car has two attributes, color and coupe versus four-door, you can select these items. If the different options are priced differently, then the pricing changes are carried over into the line item.
To use eAdvisor to add line items
- Navigate to the quote to which you want to add items.
- In the Quote form, click Get Advice.
The Advisor List appears.
- In the Advisor List, select an Advisor session, and then drill down on the session name.
- In the eBusiness Advisor wizard, answer the questions in the left panel, view recommendations in the right panel, and then click Next.
Figure 3 shows an example of an eAdvisor automotive application.
For more information on eAdvisor, see Siebel Interactive Designer Administration Guide.
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Siebel Sales User Guide Published: 18 April 2003 |