Siebel Dealer Administration Guide > Managing Sales (Dealer) >

Generating Follow-Up Communications (Dealer)

The Employee and Customer Communication Rules Administration screen allows each dealership to create rules which automatically notify customers or sales consultants when certain conditions are met. The screen allows dealers to create the following types of rules:

• Lease Expiry Rule. This rule allows the dealer to contact the customer when a lease is about to expire. The dealer enters the number of days before expiration of the lease when this rule will run. If the dealer selects the Send Email to Customer check box, the rule sends an email to warn the customer that the lease will expire, unless the customer has specified not to send email. This email is based on a template that is built into Siebel Dealer, and it is personalized with information about the customer. If the dealer selects the Schedule Call for Sales Consultant check box, the rule creates an activity for the primary sales consultant for this customer, to contact the customer about the lease expiration. This rule only runs for opportunities whose sales stage is delivered.
• No Activity After Sales Stage Rule. This rule allows the dealer to contact the customer if the customer is not continuing the sales process. If there has been no activity for the specified number of days after an opportunity's sales stage has changed, this rule creates an activity for the sales consultant, with the type No Activity and with a link to the opportunity. The dealer enters the number of days and checks the Notify Sales Consultant check box. This rule does not run for opportunities whose sales stage is delivered.
• Vehicle Sales Anniversary Rule. This rule allows the dealer to contact the customer one year after the car has been delivered. This runs one year after the sales stage becomes delivered. If the dealer selects the Send Email to Customer check box, the rule sends an email to the customer which is based on a template that is built into Siebel Dealer and which is personalized with information about the customer. If the dealer selects the Schedule Call for Sales Consultant check box, the rule creates an activity for the primary sales consultant for this customer, to contact the customer.
• Vehicle Sales Follow-up Rule. This rule allows the dealer to contact the customer at any time interval after the sales stage becomes delivered. The dealer enters the number of days after vehicle sale when the rule will run. If the dealer selects the Send Email to Customer check box, the rule sends an email to the customer which is based on a template that is built into Siebel Dealer and which is personalized with information about the customer. If the dealer selects the Schedule Call for Sales Consultant check box, the rule creates an activity for the primary sales consultant for this customer, to contact the customer.

These rules apply only to the dealership where they are created.

NOTE:  For any of these rules to run, Siebel Business Process Manager and the appropriate Siebel Communication Manager server components must be running. In addition, you must use the Siebel Business Process Manager Administration screen to activate the workflows named: Lease Expiry Rule, No Activity After Sales State Rule, Vehicle Sales Anniversary Rule, and Vehicle Sales Follow-up Rule.

To create rules for contacting customers

1. Navigate to the Dealer Preference screen.
2. In the link bar, click Communication preferences.
3. Click the Lease Expiry Rule view tab, and enter values for the fields, as described in the following table.

   Field	Comments
   Number of Days to Check for No Activity	Enter the number of days with no activity after reaching a sales stage when this rule will act.
   Notify Sales Consultant	Select this check box to notify the sales consultant that there is no activity. The application notifies the sales consultant by creating a record that the sales consultant can see in My Activities view.

4. Click the No Activity After Sales Stage Rule view tab, and enter values for the fields, as described in the following table.

   Field	Comments
   Number of Days to Check for No Activity	Enter the number of days with no activity after reaching a sales stage when this rule will act.
   Notify Sales Consultant	Select this check box to notify the sales consultant that there is no activity. The application notifies the sales consultant by creating a record that the sales consultant can see in My Activities view.

5. Click the Vehicle Sales Anniversary Rule view tab, and enter values for the fields, as described in the following table.

   Field	Comments
   Send Email to Customer	Select this check box to send an email about the vehicle anniversary to the customer.
   Schedule Call for Sales Consultant	Select this check box to create an activity for a sales consultant to call this customer.

6. Click the Vehicle Sales Followup Rule view tab, and enter values for the fields, as described in the following table.