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Developing Opportunities in Siebel Sales Handheld

An opportunity is defined as a potential revenue-generating event. An opportunity is usually associated with an account and one or more contacts, products, activities, and quotes.

Examples of opportunities are:

  • At a trade show, a company representative expresses interest in purchasing a product.
  • When called by a telesales representative, a contact indicates interest in contracting maintenance services.
  • In a conversation with an existing client, the client expresses an interest in upgrading to the newest product model.

Scenario for Developing Opportunities in Siebel Sales Handheld

A sales representative is involved in revenue-generating and customer contact activities at their company. At a trade show, they meets a prospective customer who is a potential lead for a new business opportunity. Using the Siebel Sales Handheld application, the sales representative discovers that the company is listed in Siebel Sales as an account, but the person they 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 to 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.

The following procedures related to opportunities are included in this topic:

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