Siebel Medical Handheld Guide > Using Siebel Medical Handheld >

Managing Accounts in Siebel Medical Handheld


Siebel Medical Handheld allows you to manage and track information on accounts. An account is any healthcare business that generates sales for your company or potentially could generate business. Typical examples of accounts include hospitals, clinics, HMOs, wholesalers, group purchasing organizations (GPOs), and pharmacies. An account can also be any organization with which multiple contacts are associated, such as a group practice or an assisted-living facility.

Scenario for Managing Accounts in Siebel Medical Handheld

This scenario gives one example of how you can use Siebel Medical Handheld to manage accounts. You might use Siebel Medical Handheld differently, depending on your business model.

A radiologist in a hospital is interested in a company's new MRI machine. The sales representative sets up a time for a sales call later in the week.

During the sales call, the sales representative asks a number of questions to determine the account structure of the radiologist's business to help the representative determine how to best fill their needs. The sales representative learns that the prospect's business has a total of four locations, and that sales and service are billed through the main office, although each location receives a billing statement.

After the sales representative meets with the radiologist, they use Siebel Medical Handheld to edit information on the account.

The following tasks are related to accounts and account management:

Siebel Medical Handheld Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.