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Generating a Price Comparison (End User)

End users can collect billing information for an existing service, such as gas or electricity. Siebel Energy converts this data into an annual cost, which it can then compare against internal rates.

To generate a price comparison for a customer

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select an existing record or add a new record and complete the necessary fields.

    For more information about creating opportunities, see Opportunities in Siebel Energy.

  3. Click the name of the new record.
  4. Click the Price Comparison view tab.
  5. In the Price Comparison list, click New.

    Clicking New launches a SmartScript session with a series of questions to answer.

  6. Click Next until you have answered all the questions, and then click Finish.

    Clicking Finish takes you back to the Price Comparison view in the Opportunities screen.

    Some fields are described in this table.


    Annual Savings

    Displays the amount the customer could save by switching to your company's rate plan.

    Attribute Values

    Displays the attributes and values for the product.

    Equivalent Rate

    Indicates if the database found a like-for-like rate plan.

    Projected Bill

    Displays the annual cost calculated from the data provided.

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