Siebel Partner Relationship Management Administration Guide > Managing Sales > Scenarios for Collaborative Selling >

Partner Creates Opportunities and Assigns Them to Brand Owner

In this scenario, opportunities are created by the partner companies and assigned to employees of the brand owner company.

This scenario is appropriate for your company if your partners generate opportunities for you and you follow up on each opportunity. For example, your partners may generate opportunities by attending trade shows, and your company may follow up on these opportunities through your national sales force.

This scenario consists of the following steps:

• Step 1. Partners enter the opportunities.
• Step 2. The brand owner assigns the opportunities to brand owner employees.
• Step 3. Optionally, the brand owner notifies the employees.
• Step 4. Brand owner employees view and work on the opportunities.
• Step 5. The brand owner tracks the opportunities.

Step 1: Partners enter the opportunities

In this scenario, your partners develop new opportunities and enter them using the Siebel Partner Portal.

When partner sales agents enter the opportunity, they are automatically added to the sales team as primary. Though the partner sales agents remain on the sales team, they will not work on this opportunity.

To enter a new opportunity through the Siebel Partner Portal

1. In the Siebel Partner Portal, the partner navigates to the Opportunities screen.
2. In the Opportunities list, the partner clicks the menu button, then clicks New Record to add a new record to that list.
3. The partner enters information about the opportunity in the new record.
4. The partner assigns the opportunity to the brand owner company by adding a brand owner organization in the Organization field.

   The opportunity will be visible to everyone in that brand owner organization who can display the All Opportunities view.

Step 2: The brand owner assigns opportunities to its sales agents

Next, you assign opportunities to the appropriate sales agent in the brand owner company. Use Siebel Assignment Manager to assign each opportunity by creating rules based on the employee's special skill, product lines, geography, or other criteria.

For more information about Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.

Step 3: The brand owner notifies sales agents

Optionally, you can notify the sales agent by email when an opportunity is assigned. You set up rules in Siebel Business Process Designer so it sends the email using the communication server when the rules are satisfied.

As with partners, you can notify the employee only when important opportunities are assigned. For example, you can create a workflow rule saying that email should be sent when an opportunity is assigned that involves sales of over $200,000.

Step 4: Brand owner sales agents view and work on the opportunities

Once the opportunity has been assigned to a sales agent at the brand owner company, the employee can view it in Siebel Sales or another Siebel application by displaying the My Opportunities view. Because Siebel products use the same database, you do not have to export this record from Siebel PRM to Siebel Sales.

To view a new opportunity

1. Navigate to the Opportunities screen.
2. Select the new opportunity in the Opportunities list and click the appropriate view tabs to view more details about the opportunity.

Step 5: The brand owner tracks opportunities

As your employees work on these opportunities, you can track their progress using the Siebel Partner Manager.

To track an employee's opportunities

1. Navigate to the Opportunities screen.
2. From the Show drop-down list, choose My Team's Opportunities.
3. Click Query, and use the Query form to search for the employee.
4. Select an opportunity you want to track, and click the Revenues and Activities view tab.

   The revenue items and activities attached to that opportunity appear.