Bookshelf Home | Contents | Index | PDF |
Siebel Partner Relationship Management Administration Guide > Managing Sales > Scenarios for Collaborative Selling > Partner Creates Opportunities and Assigns Them to Brand OwnerIn 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 opportunitiesIn 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
Step 2: The brand owner assigns opportunities to its sales agentsNext, 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 agentsOptionally, 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 opportunitiesOnce 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.
Step 5: The brand owner tracks opportunitiesAs your employees work on these opportunities, you can track their progress using the Siebel Partner Manager. To track an employee's opportunities
|
Siebel Partner Relationship Management Administration Guide |