Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Group Portal >

Managing Sales, Service, and Marketing

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

Most of these scenarios do not apply to the Group Portal:

• Sales. The chapter of sales scenarios does not apply to the Group Portal.
• Service. In the typical scenario for service requests:
  • The employer group administrator logs a service request using the Service view of the Group Policies screen of the Group Portal.
  • The carrier views these service requests and responds to them using the Service screen of the Partner Manager.
  • The employer group administrator views the response using the Service view of the Group Policies screen of the Group Portal.
• Marketing. The scenarios for collaborative marketing and for marketing to your partners might apply to the Group Portal.
• Partner Commerce. The chapter of scenarios for partner commerce does not apply to the Group Portal.