Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel PRM for Finance >

Managing Sales, Service, and Marketing

Several chapters of Siebel Partner Relationship Management Administration Guide describe possible scenarios that illustrate ways the financial institution and partner company might use Siebel PRM to manage sales, service, and marketing. The scenarios are meant to illustrate many possible uses of Siebel PRM.

Many of these scenarios do not apply to the financial industry. Siebel PRM is typically used in the following ways to manage sales, service, and marketing:

• Sales. Typically, financial institutions share opportunities (leads), companies, and contacts with Partners. Partners work on assigned opportunities and enter information about them. Financial institutions are able to view this information to see what progress the partner is making on the opportunity.
• Service. Financial institutions assign service requests to partners. Partners resolve these service requests for the customer on behalf of the financial institution and enter information about them. Financial institutions are able to view this information to track partners' work on service requests.
• Marketing. Both the scenario for collaborative marketing with your partners and the scenario for marketing to your partners apply to partners in the financial industry.
• Partner Commerce. The scenarios for partners shopping for their customers apply to your partners in the finance industry. The scenario for partners shopping for themselves does not normally apply to partners in the finance industry.