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Siebel Partner Relationship Management Administration Guide
What's New in This Release
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About Siebel PRM
What Is Siebel PRM?
The Siebel PRM Portal
Siebel PRM Portal Login Page
Siebel PRM Portal Screens
The Siebel PRM Manager
Screens the Siebel PRM Manager Shares with Other Siebel Applications
Screens That Are Specific to the Siebel PRM Manager
Supported Browsers
The Siebel Mobile Web Client
The Siebel PRM Wireless Client
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Setting Up Siebel PRM
About Siebel PRM Setup Processes
Installing and Configuring Siebel PRM
Installing Siebel PRM
Activating Workflows
Configuring High Interactivity
Configuring Siebel PRM
Personalizing Siebel PRM
Setting Up Analytics
Setting Up Siebel PRM
Setting Up the Organization Structure
Defining Partner Responsibilities
Administering Roles
Setting Up Access Groups and Categories
Creating Price Lists
Setting Up Automatic Routing of Information
Adding Partner Companies and Employees
Creating CHAMP Metrics
Configuring Visibility
About Visibility Enhancements in Siebel PRM
Configuring Visibility of Pop-Up or Pick Applets
Allowing Users to Change the Primary on a Visibility Team
Siebel Partner Web Services
Siebel Tools for Partner Web Services
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Setting Up Application Services Interfaces
About Application Services Interfaces
Setting Up ASIs
Setting Up Opportunity Transfer
Setting Up Shopping Cart Transfer
General Setup for ASIs
ASI Workflows
Opportunity Transfer Workflows
Shopping Cart Transfer Workflows
Business Services Used by ASIs
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Working with New Partners
About Partner Registration and Enrollment
The Siebel PRM Portal Home Page
Providing Information for Public Users
Applying for User IDs
Partner Company Identifier
Registering for a User ID (Employee)
Applying for Partnership (Company)
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Thanking Individual Partners for Registering
Enrolling New Partner Companies
Enrollment Process
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Qualifying a Partner Company
Registering the Partner Company
Assigning Responsibilities to the Partner Company
Assigning Positions to the Partner Company
Assigning Master Data to the Partner Company
Adding User Assignments at the Partner Company
Assigning Roles to the Partner Company
Contacting the New Delegated Administrator
Adding Locations for the Partner Locator
Completing the Partner Profile
Other Ways of Adding Partner Records
Delegated Administration
Delegated User Administration
Delegated Catalog Administration
Delegated Communication Administration
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Partner Programs Administration
About Partner Programs
Setting Up Partner Programs
Process for Setting Up Partner Programs
Setting Up a Partner Program Catalog
Setting Up a Partner Program
Setting Up a Partner Program Application
Setting Up and Associating Program Tier Groups
Setting Up Related Programs
Adding Literature to a Partner Program
Setting Up Catalog Translations
Applying to Partner Programs
About Applying to Partner Programs
About Eligibility Administration
Creating an Eligibility List Manually
Creating an Eligibility List Using Analytics Data Load
Creating a Refresh Schedule
Using Analytics Data Load
About Mass Updates
About Application Approval
Process for Approving an Application
Reviewing Application Detail Inbox Information
Accepting a Program Application
Approving an Application
Rejecting an Application
Notifying Partner of Application Approval by Email
Administering Partner Program Memberships
Associating MDF Programs
Partner Programs Workflows
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CHAMP Planning
About CHAMP Planning
Business Scenario
Using the Siebel PRM CHAMP Planning Module
Creating CHAMP Metrics
Viewing CHAMP Metrics
Adding New CHAMP Metrics
Creating Initiatives
Adding an Initiative
Adding Partners as Participants in an Initiative
Using Partner Plans
Adding a Plan and Its Highlights
Approving the Plan Internally and Publishing It to the Partner
Approving the Plan Jointly with the Partner
Adding Notes to the Plan
Executing the Plan and Evaluating Performance
Evaluating Partner Performance
Reviewing Partner Performance
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Sharing Data with Partners
About Transactional and Master Data
Sharing Transactional Data with Partners
Assigning Opportunities to a Partner
Viewing a Partner's Opportunities
Assigning Service Requests to a Partner
Viewing Partner Service Requests
Assigning Customer Accounts to a Partner
Assigning Contacts to a Partner
Assigning Activities to a Partner
Viewing a Partner's Quotes
Assigning an Order to a Partner Employee
Assigning Assets to Partners
Assigning Inventory to Partners
Sharing Files with Partners
Sharing Master Data with Partners
Creating Categories and Access Groups
Adding Partner Companies to Access Groups
Adding Master Data to Categories
Assigning Price Lists to Partner Companies
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Managing Sales
About Managing Sales
Scenarios for Partner-Led Sales
Brand Owner Creates Opportunities and Assigns Them to Partners
Brand Owner Creates Opportunities and Transfers Them to Partners
Partners Create and Work on Opportunities
Scenarios for Collaborative Selling
Brand Owner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Brand Owner and Partner Work Together on Them
Partner Creates Opportunities and Assigns Them to Brand Owner
A Customer Transfers a Shopping Cart From the Brand Owner's Web Site to a Partner
Opportunity Management Workflows
Scenarios for Forecasting Partner Sales
Brand Owner Forecasts Partner Revenue
Partner Managers at the Brand Owner Forecast Revenue for Multiple Partners
Partners Forecast Their Revenue Without the Brand Owner Viewing Forecasts
Using Presentations and Proposals
Using Incentive Compensation
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Managing Service Requests
About Managing Service Requests
Managing Customer Service Requests
Scenarios for Partner-Led Customer Service
Scenarios for Collaborative Customer Service
Scenarios for Field Service
Managing Partners' Service Requests
Using Solutions and SmartScripts to Help Partners Solve Problems
Business Example Using Solutions and SmartScripts
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
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Managing Marketing Campaigns
About Managing Marketing Campaigns
Collaborative Marketing with Partners
Planning Collaborative Marketing
Managing Collaborative Marketing Campaigns
Marketing to Partners
Creating and Executing Campaigns
Making Campaign Offers to Partners
Marketing by Your Partners
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Managing Partner Commerce
About Partner Commerce
Setting Up Partners for Standard, Power, and Personal Commerce
Scenarios for Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Disabling Partner Commerce Workflows
Removing the PRM Portal Shopping Cart Toolbar
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Partner-to-Partner Collaboration
About Partner-to-Partner Collaboration
Partner Collaboration
Siebel Projects
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Using Market Development Funds
About Market Development Funds
Creating and Using MDFs
Creating a New Fund Record
Adding Partner Companies as Fund Participants
Adding Funding to the Market Development Fund
Setting Up Fund Approval Authorization
Changing the Partner Manager Field
Initiating a Fund Request
Adding Attachments to Fund Requests
Adding Activities to Fund Requests
Adding Activity Plans to Fund Requests
Reviewing a Fund Request
Viewing Fund Requests for a Partner Company
Viewing a Fund's Checkbook
Managing the Advanced MDF Option
Overview of Advanced MDF Option
Key Features of MDF Management
Scenario for MDF Management
Process of Setting Up MDF Programs
Creating an MDF Program and Program Account
Setting Up a Program Account's First Snapshot
Adding a Credit to a Program Account
Creating a Preapproval
Reviewing a Preapproval
Creating a Claim
Reviewing a Claim
HTIM MDF Period Ending Process Workflow
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Managing Your Partners
Tracking Partner Information
Using the Partner and Partnership Profile
Using the Partner Profile
Entering Partner Management Activities
Entering Partner Agreements
Adding Partner Company Attachments
Entering Partner Contacts
Entering Partnership Contacts
Adding Notes About a Partner Company
Creating a Partner Company Organization Chart
Uploading Partner Logos
Managing Partner Training Courses
Training From the Partner's Perspective
Administering Partner Training
Tracking Partner Training
Certifying Your Partners
Creating Certification Metrics
Creating Certification Templates
Associating Certifications with a Partner Company
Recording Partners' Progress
Checking a Partner's Progress
Displaying Certified Partners
Displaying Certifications Across Partners
Configuring Autopopulation of Partner Certification Criteria
Communicating with Your Partners
Using Partner Alerts
Creating Partner Alert Keywords
Creating Partner Alerts
Using Siebel Briefings, Content Services, and Content Broker
Administering Partner Satisfaction Surveys
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Reporting on Partner Performance
About Partner Performance and Reporting
Using CHAMP Planning
Using Partner Performance Reports
Using Assessments to Evaluate Partner Performance
Using Siebel PRM Reports
Siebel Analytics
Siebel Partner Analysis
Viewing Available Siebel Analytics Reports
Siebel Portal Analytics
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