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Using Presentations and Proposals

Using the Siebel PRM presentation and proposal generation functionality, brand owners can standardize partners' proposals and presentations, make sure that partners are positioning brand owner products appropriately, and reduce the amount of time and money that partners spend generating new proposals or presentations. Using the proposal and presentation generation capabilities, partners can generate customized, professional proposals and presentations that reflect the most current and accurate information available, without having to write any original content themselves.

Use the Siebel PRM Manager to create templates for sales presentations and sales proposals. When your partners generate an actual presentation, proposal, or correspondence, these templates incorporate information about a specific opportunity or account.

Siebel Presentations generates Microsoft PowerPoint or Lotus Freelance Graphics slide shows. You create the templates for slide shows about your products. When your partner generates a slide show, it is personalized with the customer's name or with other information that you specified when you created the template. The partner can further customize the slide show by changing the order of the slides or adding slides from the presentation library.

Siebel Proposals generates Microsoft Word or Lotus WordPro documents. You create templates for typical sales proposals. When your partner generates a specific proposal, it is personalized with information from the Opportunity or Account record, and also with a quote, if it was included in the template. Your partner can customize it by changing the order of sections or adding sections from the proposal library.

Your partners do not need to have Microsoft PowerPoint, Lotus Freelance Graphics, Microsoft Word, or Lotus WordPro installed locally to use Siebel Presentations and Proposals. Partners need these applications only if they want to edit presentations and proposals.

Your employees can use the same presentation and proposal templates as your partners.

The following scenario illustrates how you would typically create a proposal or presentation.

A sales executive at the brand owner company develops a conceptual plan for a generic template for a presentation or proposal to be standardized. The plan includes modularized sections that can be added or subtracted, depending on the nature of a specific opportunity. The proposal or presentation includes markers where fields, such as the account name, quote, product name, sales representative, contact, and so on, are to be inserted.

The sales executive's staff uses Siebel PRM Manager to create the presentation or proposal template, including bookmarks where fields are to be inserted. The staff also maps these bookmarks to fields from opportunity or account records in the Siebel database. These bookmarks are replaced by data from the account or opportunity on which the proposal is based. Finally, the staff saves the template in the presentation or proposal library. Then, partner sales agents can use the Siebel PRM Portal to generate the presentation or proposal. For more information about presentations and proposals, see Siebel Correspondence, Proposals, and Presentations Guide.

To generate a presentation or proposal

1. In the Siebel PRM Portal, the partner navigates to the Accounts screen.
2. The partner drills down on the name of the account on which the presentation or proposal is based.
3. The partner clicks the Presentation or Proposal view tab.
4. The partner clicks Auto Presentation or Auto Proposal.

   the Siebel CRM system automatically selects the most appropriate presentation or proposal template for the account or opportunity and creates a new record.

5. The partner clicks Generate Draft to generate and display the presentation or proposal in Microsoft PowerPoint, Lotus Freelance Graphics, Microsoft Word, or Lotus WordPro.
6. If the partner has the appropriate application installed locally, then the partner can drill down on the record to display the presentation or proposal in that application.