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Scenario for Developing Opportunities in Siebel Medical Handheld

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

A sales representative is involved in revenue-generating and customer contact activities at her company. At a trade show she meets a prospective customer who could be a lead for a new business opportunity. Using her Medical Handheld application, the sales representative discovers that the company is listed in Siebel Medical as an account, but the person she met is not listed as a contact associated with the account.

After adding this person as a contact, the sales representative creates the opportunity. Next, the sales representative schedules meetings, records the associated activities, and associates other important contacts with the opportunity.

As the sales process continues, the sales representative gathers and updates information about the account, its contacts, and the opportunity. As the relationship grows, the sales representative can add, view, and share information and key knowledge with other members of the sales team.