Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications

Introduction

How This Guide Is Organized

Revision History


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Siebel Agent Portal

Differences from Siebel PRM

Differences in the Partner Portal and Partner Manager

Adding New Partners

Sharing Data with Partners

Viewing a Partner's Call Reports

Assigning Claims to a Partner

Compensation Plans for Agents

Viewing a Partner's Policies and Quotes

Assigning Households to an Agent

Managing Sales, Service, and Marketing

Managing Your Partners

Added Views in the Partner Screen

The Added Agents Screen


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Siebel PRM for Finance

Overview of Differences from Siebel PRM

Differences in the Partner Portal and Partner Manager

Adding New Partners

Sharing Data with Partners

Managing Sales, Service, and Marketing

Managing Your Partners


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Siebel Healthcare Provider Portal

Overview of Differences from Siebel PRM

Differences in the Partner Portal and Partner Manager

Adding New Partners

Sharing Data with Partners

Sharing Claims with Healthcare Providers

Viewing Information About Healthcare Facilities

Sharing Members with Healthcare Providers

Viewing Information about Healthcare Providers

Sharing Referrals/Authorizations with Healthcare Providers

Managing Sales, Service and Marketing

Managing Your Partners


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Siebel Service Provider Portal

Differences from Siebel PRM

Differences in the Partner Portal and Partner Manager

Adding New Partners

Sharing Data with Partners

Managing Sales, Service and Marketing

Managing Your Partners

Sections that Do Not Apply


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Siebel Group Portal

Overview of Differences from Siebel PRM

Differences in the Partner Portal and Partner Manager

Using the Group Administrator Role

Adding New Partners

Sharing Data with Partners

Sharing Group Policies with the Employer Groups

Sharing Information About Facilities

Viewing Information About Group Members

Viewing Information About Providers

Facility Locator and Provider Locator

Managing Sales, Service, and Marketing

Managing Your Partners

Sections that Do Not Apply


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Siebel PRM for Communications, Media, and Energy

Overview of Differences from Siebel PRM

Support for Complex Account Structures

Support for Complex Ordering Process

Association of Agreements with Orders or Service Items

Support for Credit Management

Support for Fraud Management


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Siebel PRM for Apparel and Footwear

Overview of Differences from Siebel PRM

Direct and Indirect Distribution

Adding New Partners

Personalization for Apparel and Footwear

Account Profile Attributes

Siebel eApparel & Footwear Personalization Rules

Application Service Interfaces


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Siebel PRM for Consumer Goods

Partner Company Setup

Your Work with Partners

High Interactivity and Standard Interactivity


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Siebel Cross-Industry PRM

Overview of Differences from Siebel PRM

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 Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications 
 Published: 18 April 2003