Siebel Consumer Goods Guide > Objectives >

Process of Working with Objectives

This topic lists the tasks typically performed by administrators and end users when managing objectives. Your company might follow a different process according to its business requirements.

Administrator Setup Procedures

The following list shows tasks administrators typically perform to manage objectives:

1. Creating an Objective
2. Creating Recommended Activities for an Objective
3. Targeting Accounts to Objectives
4. (Optional) Adding Literature to an Objective in Siebel Fundamentals
5. (Optional) Associating Promotions with an Objective in Trade Promotions
6. (Optional) Changing the Dates for Objectives
7. (Optional) Creating Child Objectives
8. Applying Objectives
9. Scheduling Store Visits

End-User Procedures

The following list shows tasks end users typically perform to access and use objectives:

1. Reviewing Objectives (End User)
2. Performing Recommended Activities in Retail Execution
3. (Optional) Changing the Status of Activities (End User)
4. Checking the Status of Objectives (End User)

In general, retail sales representatives do not create objectives, but instead use objectives to direct the activities they perform during customer visits. They use the Objectives screen to review objectives, recommended activities, target accounts, and literature that applies to the retail stores and accounts they call on.

For details about how retail sales representative use the retail execution feature to carry out recommended activities, see Retail Execution.

Administrator and End-User Maintenance Procedures

During the campaign, retail sales managers and sales representatives check on the status of the objectives and associated activities.

Checking the Status of Objectives (End User)