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Siebel Partner Relationship Management Administration Guide > Managing Sales > Scenarios for Partner-Led Sales > Partners Create and Work on OpportunitiesIn this scenario, opportunities are created by the partner company and logged by the partner company for tracking purposes. Using the Siebel Partner Portal, sales agents at the partner company can enter opportunities they develop, share these opportunities with other agents at the partner company, and track the opportunities as they work on them. Using the Siebel Partner Manager, the channel manager at your company can also track the progress of the opportunities at partner companies. This scenario consists of the following steps:
Step 1: Partners enter opportunitiesIn this scenario, your partners develop new opportunities and enter them into the Siebel system using the Siebel Partner Portal. When a partner enters an opportunity, the partner is automatically added to the Sales Team field as primary and the partner organization is automatically added to the Organization field. To enter a new opportunity through the Siebel Partner Portal
Step 2: Partners share opportunitiesOptionally, if the partner sales agent who entered the opportunity thinks that other sales agents at the partner company can help work the opportunity, then the agent can share the opportunity with the other agents by adding them to the Sales Team field. By default, the partner sales agent who added the record is the primary on the sales team. The partner sales agents on the sales team will see the opportunity whenever they display the My Opportunities view, and they will be able to modify the opportunity record as they work on the opportunity. For more information about end user's work with opportunities, see Siebel Sales User Guide. To share an opportunity with other partner sales agents
Step 3: Partner company managers track opportunitiesJust as sales managers at your own company use Siebel Sales to track their direct reports' progress on opportunities, managers at the partner company can use the Siebel Partner Portal to display the opportunities their direct reports have entered and track their progress on them. To display your report's opportunities
Step 4: The brand owner channel manager tracks opportunitiesAlthough your company does not develop or work opportunities in this scenario, your channel managers can display the opportunities for the partner companies that they manage, in order to track each partner company's progress in selling your products. In this scenario, the channel manager does not see detail information about the opportunity. To see detail information, the channel manager must be on the sales team for the opportunity. To make detail information visible, you can set up Siebel Assignment Manager to automatically add the channel manager to the sales team when a partner creates an opportunity, as described in the next scenario. |
Siebel Partner Relationship Management Administration Guide |