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Scenario for Using Siebel Collaboration

A sales representative is working on an opportunity. He receives an RFP (request for proposal) for the opportunity. The sales representative does not have the technical expertise to prepare the proposal himself. In fact, no single person in his company has all the answers. In order to successfully prepare the proposal, the sales representative needs the help of other company employees: some in the engineering department, others in the technical services center, and still others in his own sales force.

He creates a team space associated with the opportunity. The basic information about the opportunity (such as name, account, and description) appear in the team space. The other members of the sales team automatically become members of the team space. He adds, as members, other individuals in the company who he thinks can help him with the RFP.

The team space becomes the central repository for all information related to the RFP:

  • Discussions give visibility and can capture ongoing conversation taking place around the opportunity. Employees brought in midstream can read the discussions to update themselves about the status of the opportunity.
  • The documents section is used for posting technical documents and for drafts of sections of the RFP; document check-out prevents shared files from getting overwritten.
  • The task list helps to make sure that everything is done on time.
  • The online presence indicator makes it easy to use instant messaging and get answers fast.

The sales team access the team space from within their Siebel application. Others, such as the engineers who do not have access to the Siebel application, access the team space from their Sites page—in the same way that they access their other SharePoint sites.

Siebel Collaboration Guide