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Business Scenario

A sales representative is involved in revenue-generating and customer contact activities at her company. At a trade show she meets a prospective customer who could be a lead for a new business opportunity. Using her Siebel Sales Handheld application, the sales representative discovers that the company is listed in Siebel Sales as an account, but the person she met is not listed as a contact associated with the account.

After adding this person as a contact, the sales representative creates the opportunity. Next, the sales representative schedules meetings, records the associated activities, and associates other important contacts to the opportunity.

As the sales process continues, the sales representative gathers and updates information about the account, its contacts, and the opportunity. As the relationship grows, the sales representative can add, view, and share information and key knowledge with other members of the sales team.


 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003