Applications Administration Guide >

Presentations

Siebel Presentations allows your sales representatives to create presentations (and other types of documents) based on templates that you create in Microsoft PowerPoint.

Traditionally, salespeople create presentations by starting with a presentation that worked in the past and then modifying it for the current prospect. Salespeople must not only change such basic information as the customer's name, but also possibly restructure the presentation so that it fits this new prospect's unique needs. For example, the original presentation may have been focused on price, whereas the new prospect is more concerned with other decision criteria, such as speed or extra functionality.

With Siebel Presentations, once the presentation administrator has created the right templates, the salesperson can click one button to build the correct presentation for a specific account or opportunity. Siebel Presentations uses information that salespersons have entered in the early stages of an opportunity to create the presentation.

Salespeople can add deal-specific information to the presentation without worrying about formatting or presentation. Using the Presentation Library, salespeople can find any additional information and automatically insert it into the presentation.


 Applications Administration Guide
 Published: 09 September 2004