Siebel Consumer Sector Guide > Trade Promotions > Business Scenario for Trade Promotions >

End-User Procedures

End users can create plans and create promotions for plans, or they can create account promotions without the use of plans.

The following workflow describes the procedures that end users, such as key account managers, need to perform to create account promotions, including the optional steps required to create plans. Your company may follow a different workflow according to its business requirements.

  1. Create an account promotion profile. End users can enter information about the way promotions are set up at their accounts. For information, see Creating Account Promotion Profiles.
  2. Review current corporate promotions. End users can review corporate promotions to consider whether their account should be a participant. For information, see Viewing Corporate Promotions.
  3. Conduct a promotion simulation. End users can evaluate a new promotion by simulating the effects of a promotion if it is implemented. For information, see Simulating Promotions for Promoted Products and Categories.
  4. Create plans. End users can group promotions for an account into plans. For information, see Creating Plans.
  5. Create account promotions for a plan. End users can create account promotions for a plan. For information, see Adding Products to Account Promotions.
  6. Create deals for promotions. End users can create deals to pay for account promotions. For information, see Creating Deals for Promotions.
  7. Add products to promotions. For information, see Adding Products to Account Promotions.
  8. Create deals for a promoted product. End users can create deals to pay for promoted products. For information, see Creating a Deal for a Promoted Product.
  9. Associate baseline and shipment data with promoted products. For information, see Associating Baseline and Shipment Data with Promoted Products.
  10. Add attachments to promotions. End users can add attachments such as proof of performance to promotions. For information, see Adding Attachments to Promotions.
  11. Associate objectives with account promotions. For information, see Associating Objectives with Promotions.
  12. Obtain approval. End users can submit plans or account promotions for approval. End users can also revise a plan or promotion. For information, see Obtaining Approvals for a Plan.
  13. Assign target account lists to a corporate promotion. For more information, see Committing Target Account Lists to a Corporate Promotion.
  14. Optional: Create promotions for an account. End users can create promotions for an account that is not part of a plan. For information, see Creating Promotions for an Account.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003