Bookshelf Home | Contents | Index | PDF |
Aaccess groups defined 1 factor determining data access, about 1 master data, about sharing with 1 partner companies, adding to 1 Accrual Definition record, defining options available in the Type field 1 accrual fund about 1 checkbook, viewing 1 Marketing Development Fund, about adding funding to MDF 1 Marketing Development Fund, adding to 1 action plan defined 1 objective, adding for 1 activities fund requests, adding activities to 1 partner employee, assigning to 1 partner employee, tracking, modifying, and deleting 1 partner management activities, entering 1 partner management activities, modifying, deleting, and displaying 1 partner management activity plans, displaying and deleting 1 partner management activity plans, entering 1 activity plans partnership management activity plans, displaying and deleting 1 partnership management activity plans, entering 1 advanced search, described 1 agreements partner agreements, entering 1 partner agreements, modifying and deleting 1 Amount metric, defined 1 assessments partner company, entering an assessment 1 partner company, modifying and deleting an assessment 1 partner performance, about using to evaluate 1 asset scenarios assigning assets to partners 1 brand owner monitoring 1 logging a service request 1 viewing asset history 1 Assigned To field activities, assigning activities to employee 1 activity plans, using to assign to employees or partner employees 1 Assignment Manager, assigning service requests 1 attachments fund requests, adding to 1 partner company, displaying, modifying, and deleting 1 partner company, entering 1 Bbrand owner scenarios assets, assigning to partners 1 assigning service request to employees 1 assigns service request to partner 1 brand owner tracking service requests 1 employees tracking service requests 1 entering service requests 1 inventory level, monitoring 1 inventory location, setting up 1 inventory location, transferring products to 1 locating parts 1 monitoring asset service 1 tracking partner service requests 1 tracks partner service request 1 viewing partner service requests 1 browsers, supported by Siebel PRM 1 Ccampaigns collaborative marketing campaigns, managing 1 partners, making campaign offers to 1 categories defined 1 literature, associating with using Literature Administration screen 1 master data, about adding to categories 1 master data, about sharing with partner companies 1 certifying partners about and process steps 1 certification metrics, creating 1 certification templates, about 1 partner's progress, checking 1 partner's progress, recording 1 CHAMP planning See also Using Partner Plans business scenario 1 CHAMP metrics, about 1 CHAMP metrics, about creating 1 CHAMP metrics, viewing 1 CHAMP Partner Plan report, described 1 initiative, adding 1 initiative, adding partner company as participant in 1 initiatives, defined 1 process steps 1 reports, about 1 channel partner company, adding to access group 1 checkbook, viewing 1 collaborative marketing campaigns, managing 1 planning 1 collaborative selling, scenarios See also Partner Creates Opportunities and Assigns Them to Brand Owner lead, brand owner identifies and works with partner in joint selling effort 1 , 2 lead, partner identified and transfers to brand owner 1 lead, partner identified and works with brand owner in joint selling effort 1 , 2 communicating with partners eBriefings, using 1 partner alerts, about and types of messages 1 partner alerts, creating partner alert key words 1 company partner, described and access to Partner Portal 1 configuring high and low interactivity, about 1 contacts modifying and deleting 1 partner company, assigning to 1 partner employee, assigning to 1 Contacts view, using 1 contracts partnership contracts, about entering 1 , 2 partnership contracts, entering 1 , 2 customer accounts modifying and deleting 1 partner company, assigning to 1 partner company, viewing all accounts 1 partner employee, assigning to 1 customer service requests, service request type described 1 customer service, collaborative scenarios brand owner assigns service request to employees 1 brand owner responds to service request 1 brand owner tracks employees work 1 employees tracking service requests 1 partner logs service request 1 partner logs service requests 1 partners use self-help screen 1 customers, shopping for 1 customizing Siebel PRM, about 1 Ddata, types of 1 See also Sharing Transactional Data with Partners delegated administrator delegated administrator position and responsibility, assigning 1 employees, giving delegated administrator responsibility to 1 partner company, contacting about responsibilities 1 partner employee type described 1 partner responsibilities, about defining 1 EeBriefings, using to communicate with partners 1 employees fund authorization, setting up 1 end users, partner employee type described 1 eNewsletters, sending to partners 1 Ffixed fund about 1 Marketing Development Fund, adding funding to MDF 1 Marketing Development Fund, adding to 1 forecasting scenarios See also Scenarios for Forecasting Partner Sales forecasting and options, about 1 Freelance Graphics, about generating presentation in 1 Fund Request Summary report, described 1 fund requests activities, adding to 1 approval authorization, about setting up and example 1 approval authorization, authorizing your employees to approve 1 attachments, adding to 1 balance, checking 1 partner company, viewing all fund requests for 1 request, about initiating 1 reviewing, changing routing for approval 1 reviewing, using Status picklist 1 status values, table of 1 status, viewing 1 types and about adding to Marketing Development Fund 1 GGroup Administration screen, about using to setup overall organization structure and example 1 Hhelp online help, about customizing 1 hierarchical structure, about dividing your business into 1 high interactivity, about configuring 1 home page individual partners, about configuring 1 public users, described and example 1 Iincentive compensation, process steps 1 individual partners access to data, factors that determine 1 described and access to Partner Portal 1 home page, about configuring 1 master data, making visible to 1 registering, about 1 registering, about thanking 1 screens visible to 1 views available to individual partner, showing 1 initiatives See also Creating Initiatives adding 1 defined 1 partner company, adding as participant in 1 installing, requirements for 1 interactivity configuring, about 1 inventory management scenarios inventory level, monitoring 1 inventory location, setting up 1 inventory location, transferring products to 1 locating parts 1 Kkey words, using with partner alerts 1 Lleads ways to assign to partners 1 your report's leads, displaying 1 Literature Administration screen, using to associate literature with category 1 Lotus Freelance Graphics, about generating presentations in 1 Lotus WordPro, about generating proposals in 1 low interactivity, configuring, about 1 Mmanaging sales, scenario types 1 See also About Managing SalesSee also About Managing Sales Marketing Development Fund about and process steps 1 accrual funding, adding to 1 activities, adding to fund request 1 attachments, adding to fund requests 1 checkbook, viewing 1 fixed funding, adding to 1 fund approval authorization, about setting up and example 1 fund approval authorization, authorizing your employees to approve 1 fund request status, viewing 1 Fund Request Summary report, described 1 fund request, checking balance in fund 1 fund request, reviewing by changing partner manager 1 fund request, reviewing using Status picklist 1 fund request, table of status values 1 funds, types and about adding to MDF 1 initiating, about 1 new fund record, creating 1 partner company, adding to 1 partner company, viewing all fund requests for 1 types of funds 1 Marketing Funds Detail report, described 1 marketing, managing collaborative marketing campaigns, managing 1 collaborative marketing, planning 1 partners, eNewsletter, sending to 1 partners, making campaign offers to 1 master data, sharing data with partners access groups, adding partner companies to 1 categories and access groups, about creating and examples 1 categories, about adding master data to 1 categories, using Literature Administration screen to associate literature 1 described 1 individual partners, making visible to 1 price lists, about assigning to partner companies 1 price lists, assigning to partner organization 1 types of and about controlling visibility 1 Microsoft PowerPoint, about generating presentations in 1 Word, about generating proposals in 1 mixed fund about 1 Marketing Development Fund, about adding funding to MDF 1 mobile phones, about using Siebel PRM 1 Mobile Web Client, about using through Partner Manager 1 More Info form fields, table of 1 NNew User link, about using to register 1 notes note types 1 plan, adding to 1 Oobjectives about and entering plan objectives 1 action plan and resources, adding 1 action plan, defined 1 revenue, associating opportunities with 1 online help, about customizing 1 opportunities modifying and deleting 1 new opportunity, entering through Partner Portal 1 , 2 , 3 , 4 , 5 , 6 , 7 partner company, manually assigning to 1 partner company, viewing all opportunities of 1 partner employee, manually assigning to 1 partner, about assigning to 1 partner's opportunities, about viewing 1 partner's opportunities, tracking 1 revenue objective, associating with 1 Opportunities screen, using to view partner opportunities 1 orders partner company, assigning to 1 partner employee, assigning to 1 Organization Analysis applet, displaying Contacts list 1 organization chart partner company, creating 1 partner company, viewing and maintaining 1 organization of guide 1 organizations dividing your business into, about 1 individual partner data access, note 1 partner company, about placing in hierarchy 1 Ppartner agreements 1 partner alerts about and types of messages 1 key words, creating 1 partner commerce partners, shopping for themselves 1 Quotes screen without product catalog, using 1 Partner communities, described 1 partner companies, enrolling new See also About Partner Registration and Enrollment about and process steps 1 channel partner, adding to an access group 1 new delegated administrator, contacting about responsibilities 1 new partner registration and enrollment, about 1 partner company, assigning positions 1 partner employees, types of and about 1 prospective partners and their profiles, viewing 1 responsibilities, about assigning and example 1 partner company See also About Partner Registration and Enrollment access groups, adding to 1 assessment, entering 1 assessment, modifying and deleting 1 attachments displaying, modifying, and deleting 1 attachments entering 1 contacts, assigning to 1 customer accounts, assigning to 1 customer accounts, modifying and deleting 1 customer accounts, viewing all accounts 1 enrolling and registering, about 1 fund request, reviewing all fund requests for 1 initiative, adding as participant in 1 leads, assigning to 1 manager, displaying your report's leads 1 Marketing Development Fund, adding to 1 Marketing Development Fund, viewing attachments to fund request 1 notes, entering 1 notes, modifying and deleting 1 opportunities, manually assigning to 1 opportunities, viewing all 1 order, assigning to 1 organization chart, creating 1 organization chart, viewing and maintaining 1 partner manager, about specifying 1 partnership profile, entering or viewing 1 price lists, about assigning to 1 profile, entering or viewing 1 profile, modifying 1 registering 1 service requests, about assigning to 1 service requests, manually assigning to 1 service requests, viewing 1 Partner Contacts view, accessing Siebel PRM 1 partner employees See also Adding User Assignments at the Partner Company activities, assigning to 1 activities, tracking, modifying, and deleting 1 adding, about 1 contacts, assigning to 1 contacts, modifying and deleting 1 customer accounts, assigning to 1 fund request, authorizing approval 1 leads, assigning to 1 opportunities, manually assigning to 1 order, assigning to 1 quotes, viewing 1 service requests, about assigning to 1 service requests, manually assigning to 1 service requests, modifying and deleting 1 Partner Finder, using 1 partner led sales scenarios brand owner, leads created by and assigned to partner 1 partner, leads created by and logged for tracking purposes 1 Partner List report, described 1 partner manager about 1 changing 1 partner company, about specifying for 1 partner operations administrator, about assigning partner company responsibilities 1 Partner Operations report, described 1 Partner Operations screen partner company service requests, viewing 1 partner opportunities, using to view 1 partner opportunities about viewing 1 tracking 1 partner organization, assigning price to 1 partner performance analyzing, description of ways 1 assessments, about using to evaluate partner performance 1 assessments, entering a partner company assessment 1 assessments, modifying and deleting a partner company assessment 1 CHAMP reports, about 1 evaluating, about and example 1 reports, about 1 reports, producing 1 reviewing 1 Siebel Analytics, using to report partner performance 1 Siebel PRM reports, list of 1 partner planning action plan and resources, adding for objective 1 action plan, defined 1 defined and example 1 new plan and highlights, adding 1 notes, about adding 1 notes, adding to plan 1 objectives, about and entering plan objectives 1 partner performance, about evaluating and example 1 partner performance, reviewing 1 revenue objective, associating an opportunity with 1 Partner Portal browsers supported by 1 high and low interactivity, about configuring 1 levels of access 1 login page, about and screen example 1 new service request, partner entering 1 partner training 1 screens, described 1 Partner Profile form fields, table of 1 , 2 Partner Profile report, described 1 partner profile, described 1 partner records, adding new partner record, manually 1 Web site, clicking Approve button 1 Partner Report Card report, described 1 partner scenarios assets, assigned by brand owner 1 assets, logging service requests against 1 publishing service solutions 1 viewing asset history 1 partner service requests assigned by brand owner 1 service request type described 1 tracking 1 ways to assign 1 partner training courses, managing about administrating 1 training from the partner's perspective 1 partners campaigns, making campaign offers to 1 eNewsletters, sending to 1 opportunities, about assigning to 1 partners, identifying other partners to work with 1 Quotes screen without product catalog, using 1 responsibilities, about defining 1 service requests, about assigning to 1 shopping by themselves 1 transactional data, about sharing with 1 troubleshooting with SmartScripts, scenario 1 viewing service requests 1 Partners Activities view, using 1 Partners Organization Analysis view, viewing Organization Analysis applet 1 Partners screen activities, about entering 1 activity Plans, assigning to employees or partner employees 1 attachments, sharing with partners 1 partners, communicating with eBriefings, using 1 partner alerts, about and types of messages 1 partner alerts, creating partner alert key words 1 partners, managing certifying partners, about and process steps 1 certifying partners, about certification templates 1 certifying partners, checking partner's progress 1 certifying partners, creating certification metrics 1 certifying partners, recording partner's progress 1 notes about partner company, entering 1 notes about partner company, modifying and deleting 1 partner agreements, entering 1 partner agreements, modifying and deleting 1 partner company attachments, displaying, modifying, and deleting 1 partner company attachments, entering 1 partner company organization chart, creating 1 partner company organization chart, viewing and maintaining 1 partner company profile, entering or viewing 1 partner company profile, modifying 1 partner management activity plans, displaying and deleting 1 partner management activity plans, entering 1 partner management activity, entering 1 partner management activity, modifying, deleting, and displaying 1 partnership contacts, about entering 1 , 2 partnership contacts, entering 1 , 2 partnership profile, entering or viewing 1 partners, sharing information with automatic routing, about setting up 1 partnership contacts partnership profile, described 1 performance analyzing, description of ways 1 assessments, about using to evaluate partner performance 1 assessments, entering a partner company assessment 1 assessments, modifying and deleting a partner company assessment 1 CHAMP reports, about 1 partner performance reports, about 1 reports, producing 1 Siebel Analytics, using to report partner performance 1 Siebel PRM reports, list of 1 Personal Information form, about using to register 1 personalization about 1 factor determining data access, about 1 Plan Objectives list, table of fields 1 positions, assigning to the partner company 1 PowerPoint, about generating presentation in 1 presentations about and example 1 process steps 1 price lists partner companies, about assigning to 1 partner organization, assigning to 1 private notes, about 1 proposals about and example 1 process steps 1 prospective partners, viewing 1 public users described and access to Partner Portal 1 home page, described and example 1 QQuantity metric, defined 1 quotes partner employee, viewing quotes of 1 Quotes screen without product catalog, using 1 Rreferential data, described 1 registering individual partners, about thanking for registering 1 new partners, about 1 reports CHAMP, about 1 partner performance reports, about 1 reports, producing 1 Siebel Analytics, using to report partner performance 1 Siebel PRM reports, list of 1 responsibilities factor determining data access, about 1 partner company, assigning and example 1 partner, about defining 1 revenue objective, associating with opportunity 1 Ssales manager your report's leads, displaying 1 scenarios collaborative selling, brand owner identifies lead and works with partner in joint selling effort 1 , 2 collaborative selling, partner identifies lead and transfers it to the brand owner 1 forecasting, about and options 1 partner identifies lead and works with brand owner in joint selling effort 1 , 2 partner led sales, leads created by brand owner and assigned to partner 1 partner led sales, leads created by partner and logged for tracking purposes 1 problem solving with SmartScripts 1 search, ways to search and process steps for advanced search 1 seed data, about defining partner responsibilities 1 Self-registered Partner Agent responsibility visibility to views, note 1 views available to individual partner, showing 1 service agreements, distinction from partner agreements 1 service requests assignment, responding to 1 new service request, entering through partner portal 1 partner company, manually assigning to 1 partner employee, manually assigning to 1 partner employee, modifying and deleting 1 partner service requests, viewing 1 partner, about assigning to 1 partner's service requests, tracking 1 types of 1 service requests, scenarios brand owner assigns service request to partner 1 brand owner entering service requests 1 brand owner trackers partner service request 1 brand owner tracking service requests 1 collaborative customer service requests 1 partner managers tracking service requests 1 partner-led requests 1 partners assigning service requests 1 partners entering service requests 1 partners fulfilling service requests 1 viewing through Siebel Partner Portal 1 Service screen partner service requests, viewing 1 service solutions, publishing 1 setting up access groups and categories, about and example 1 CHAMP, about using 1 organizations, about dividing your business into 1 partner companies and employee, about adding 1 partner responsibilities, about defining 1 process steps 1 sharing information, about 1 shared notes, about 1 Siebel Advanced Search, defined 1 Siebel Analytics, using to report partner performance 1 Siebel Assignment Manager, assigning to assign service requests 1 Siebel eBriefings, using to communicate with partners 1 Siebel Mobile Web client Partner Manager, about using through 1 Siebel Partner Manager See also Supported Browsers browsers, supported by 1 Mobile Web Client, about using through 1 screens, specific to 1 screens\information shared with other applications 1 Siebel Partner Portal scenario, brand owner tracking service request 1 scenario, partner assigning service request 1 scenario, partner entering service request 1 scenario, partner fulfilling service request 1 scenario, partner managers tracking service request 1 scenario, partner-led requests 1 scenarios, collaborative customer service requests 1 Siebel Wireless client, about using Siebel PRM 1 SmartScripts publishing 1 service request scenario 1 troubleshooting scenarios 1 Status field, using to review fund request 1 Ttemplates certification templates, about 1 training partner training, about administering 1 partner's perspective, from 1 transactional data, sharing data with partners activities, assigning to partner employee 1 activities, tracking, modifying, and deleting 1 contacts, assigning to partner company 1 contacts, assigning to partner employee 1 contacts, modifying and deleting 1 customer accounts, assigning to a partner company 1 customer accounts, assigning to partner employee 1 customer accounts, modifying and deleting 1 customer accounts, viewing all account of partner company 1 described 1 individual, assigning to and not organization 1 opportunities, about assigning to 1 opportunities, manually assigning to partner company 1 opportunities, manually assigning to partner employee 1 opportunities, modifying and deleting 1 order, assigning to partner company 1 order, assigning to partner employee 1 partner service requests, viewing 1 partner's opportunities, about viewing 1 partners, about sharing with 1 quotes, viewing of partner employee 1 service requests, about assigning to 1 service requests, manually assigning to partner company 1 service requests, manually assigning to partner employee 1 service requests, modifying and deleting 1 Vviews individual partner, showing views available 1 visibility, using Self-registered Partner Agent, note 1 WWord, about generating proposals in 1 WordPro, about generating proposal in 1 |
Siebel Partner Relationship Management Administration Guide |