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Scenario Using Solutions and SmartScripts to Help Partners

The following is a scenario showing how a partner might use solutions and SmartScripts that you have set up.

One of your partners is planning to organize a seminar to educate executives about partner relationship management. The partner wants to know whether the brand owner agrees to refund the cost of this marketing event.

The partner navigates to the Solutions screen in the Siebel PRM Portal, browses the frequently asked questions (FAQs), and searches on keywords to find relevant solutions.

The partner finds an FAQ that says there is a SmartScript with a series of questions and answers that let you identify whether marketing events qualify for reimbursement.

The partner navigates to the Solutions screen in the Siebel PRM Portal and runs this SmartScript. It asks a series of questions about the type of event being organized, the partner company's partnership level, and other parameters that determine whether a marketing event qualifies for reimbursement.

The partner finds that the seminar qualifies for reimbursement. However, the partner still needs some help from the brand owner, such as marketing material and permission to use its logos. To get this help, the partner navigates to the Self-Service screen and logs a service request, as described in About Managing Partners' Service Requests.