Siebel Consumer Sector Guide > Retail Execution > Business Scenario >

Example Workflow for Retail Execution

This is an example workflow for performing retail execution. Your company may follow a different workflow according to its business requirements.

End-User Procedures

To perform retail execution end users, such as retail sales representatives, complete the following tasks in the order given:

  1. Schedule a retail visit. This procedure does not need to be performed if a retail sales representative used the Objectives or Routes modules to schedule store visits. For information on performing this procedure, see Scheduling Retail Visits.
  2. Plan the retail visit. For information on performing this procedure, see Planning Retail Visits.
  3. Select retail activities. For information on performing this procedure, see Selecting Recommended Retail Activities.
  4. Start the retail visit. For information on performing this procedure, see Starting a Retail Visit.
  5. Perform the retail activities. For information on performing this procedure, see Performing Retail Activities.
  6. End the retail visit. For information on performing this procedure, see Ending a Retail Visit.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003