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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications
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Introduction
How This Guide Is Organized
Revision History
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Siebel Agent Portal
Differences from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Viewing a Partner's Call Reports
Assigning Claims to a Partner
Compensation Plans for Agents
Viewing a Partner's Policies and Quotes
Assigning Households to an Agent
Managing Sales, Service, and Marketing
Managing Your Partners
Added Views in the Partner Screen
The Added Agents Screen
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Siebel PRM for Finance
Overview of Differences from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Managing Sales, Service, and Marketing
Managing Your Partners
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Siebel Healthcare Provider Portal
Overview of Differences from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Sharing Claims with Healthcare Providers
Viewing Information About Healthcare Facilities
Sharing Members with Healthcare Providers
Viewing Information about Healthcare Providers
Sharing Referrals/Authorizations with Healthcare Providers
Managing Sales, Service and Marketing
Managing Your Partners
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Siebel Service Provider Portal
Differences from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Managing Sales, Service and Marketing
Managing Your Partners
Sections that Do Not Apply
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Siebel Group Portal
Overview of Differences from Siebel PRM
Differences in the Partner Portal and Partner Manager
Using the Group Administrator Role
Adding New Partners
Sharing Data with Partners
Sharing Group Policies with the Employer Groups
Sharing Information About Facilities
Viewing Information About Group Members
Viewing Information About Providers
Facility Locator and Provider Locator
Managing Sales, Service, and Marketing
Managing Your Partners
Sections that Do Not Apply
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Siebel PRM for Communications, Media, and Energy
Overview of Differences from Siebel PRM
Support for Complex Account Structures
Support for Complex Ordering Process
Association of Agreements with Orders or Service Items
Support for Credit Management
Support for Fraud Management
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Siebel PRM for Apparel and Footwear
Overview of Differences from Siebel PRM
Direct and Indirect Distribution
Adding New Partners
Personalization for Apparel and Footwear
Account Profile Attributes
Siebel eApparel & Footwear Personalization Rules
Application Service Interfaces
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Siebel PRM for Consumer Goods
Partner Company Setup
Your Work with Partners
High Interactivity and Standard Interactivity
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Siebel Cross-Industry PRM
Overview of Differences from Siebel PRM
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