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Scenario for Managing Correspondence

This topic gives one example of how an administrator and sales representatives might manage correspondence. You might manage correspondence differently, depending on your business model.

A company installs the Documentation Server and wants to make Siebel Correspondence available to its sales representatives so that they can send literature with personalized cover letters to customers who request product information.

The administrator sets up the cover letter (correspondence) template and mailing label template that the sales representatives use.

When customers request product literature, the sale representatives generate personalized cover letters and mailing labels and specify the literature to include in the mailing. The customer names and addresses are taken from the Contacts list in the Siebel database.

The sales representatives review and sometimes modify the cover letter before submitting the correspondence to a fulfillment center where it is printed and mailed. They can save the document to save their cover letter changes to the Siebel File System.