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Business Scenario for Campaigns

As part of an effort to increase visibility and generate more revenue from July through September, a software company is conducting a campaign in the Western region to gather information from potential customers who have accessed the company's Web site. The goal of the campaign is to make sure potential customers can find the information they are looking for on the Web site.

The campaign begins with a list of individuals who clicked the More Information button on the company's Web site. The call center agents begin calling these potential customers, and following each call, they update the customer information, note the result of the call, and generate business leads for the sales department. Information is derived from the answers given by each potential customer to a series of questions.

Based on the answers given, the agent marks the potential customer's record as information only, no interest, or promote to opportunity. If there is an opportunity, the agent creates an opportunity record and begins profiling the opportunity by asking a series of questions about the customer's needs.


 Siebel Call Center User Guide 
 Published: 18 April 2003