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Sample Sequence for Price Comparison

This example sequence for price comparison is performed by administrators and CSRs. Your company may follow a different sequence according to its business requirements.

Administrator Procedures

Administrators may want to perform the procedures in the order shown here.

1. Set up rate plans (products). See Setting Up Products for Rate Plans.
2. Set up price lists. See Setting Up Price Lists for Rate Plans.
3. Set up usage profiles. See Setting Up Usage Profiles.
4. Match rate plans. See Matching Competitors' Rate Plans with In-House Rate Plans.
5. Run reports. See Running Reports in Siebel Energy.

End-User Procedures

End users may want to perform the procedures in the order shown here.

1. Access the Price Comparison feature. See Accessing Price Comparisons (End User).
2. Generate price comparison. See Generating a Price Comparison (End User).
3. Enroll customer for service. See Enrolling a Customer for a Service in Siebel Energy (End User).