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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal >

Managing Sales, Service, and Marketing

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Several chapters of Siebel Partner Relationship Management Administration Guide describe possible scenarios that illustrate ways the brand owner and partner company might use Siebel PRM to manage sales, service, and marketing. The scenarios are meant to illustrate many possible uses of Siebel PRM.

Many of these scenarios do not apply to the insurance industry. Siebel Agent Portal is typically used in the following ways to manage sales, service, and marketing:

Sales. Typically, insurance carriers share opportunities (leads), accounts, and contacts with Partners. Partners work on assigned opportunities and enter information about them. Insurance carriers are able to view this information to see what progress the partner is making on the opportunity.
Service. Insurance carriers assign service requests to partners. Partners resolve these service requests for the customer on behalf of the insurance carrier and enter information about them. Insurance carriers are able to view this information to track partners' work on service requests.
Marketing. Both the scenario for collaborative marketing with your partners and the scenario for marketing to your partners apply to partners in the insurance industry.
Partner Commerce. The scenarios for partners shopping for their customers apply to your partners in the insurance industry. The scenario for partners shopping for themselves does not normally apply to partners in the insurance industry.

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