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Scenario for Managing Account Information

This scenario gives one example of how you might use Siebel CRM Desktop might to manage account information. You might use Siebel CRM Desktop differently, depending on your business model.

Company Z is one of the smaller accounts that a sales representative manages. Because Company Z recently relocated, the representative must update the address details that are associated with the account. The representative drills down on the account in the accounts view, and then enters the new address in the form.

To make sure that everyone on the account team is aware of the new location, the representative must send an email to the account team. To include all account team members, the representative uses the Email to Account Team button in Microsoft Outlook. Siebel CRM Desktop enters email addresses for the entire account team in an email message and then displays the message. The representative types in a brief note about the new location and then sends the email.

While the representative is in the account record for Company Z, the representative decides to add a new contact to the account. To do this, the representative types the contact name in the text box under the Contacts section, and then Siebel CRM Desktop displays the names of contacts that already exist. To create an association, the representative chooses one of these contacts and then clicks Add. As an alternative, the representative can click the SalesBook icon, and then choose an existing contact or create a new contact.