Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Tracking Partner Information >

Using the Partner and Partnership Profile

Siebel PRM lets you work with two profiles:

Entering or Viewing a Partner Company Profile

You can use the partner profile screen to enter information about the partner company for your own use, such as its annual revenues, its number of employees, its sales revenues, and so on.

If this company applied to be a partner through your Siebel Partner Portal Web site, it filled out a partner profile form. You can use the Partner Profile screen to view the information that it entered.

To enter or view a partner company profile

  1. Navigate to the Partners screen.
  2. In the Partners list, select the partner whose profile you want to display.
  3. Click the Profile view tab.
  4. If the Partner Profile is not already displayed, select Partner Profile in the drop-down list in Profile view.
  5. Enter or view information about the Partner Company in the Partner Profile form.

    6. Field
    Comment
    Description of Business
    A short description of the partner company's business and background.
    Annual Revenue
    The partner company's annual revenues.
    Markets
    The market segments in which the partner operates.
    # of Employees
    The Number of employees at the partner company.
    # of Sales Employees
    The number of employees in the partner company's sales organization.
    # of Service Employees
    The number of employees in the partner company's service organization.
    Growth Strategies
    The partner's growth strategy.
    Routes to Market
    The partner's routes to market.
    Expertise
    A list of the partner company's special skills.
    Other Program Membership
    Other companies with which the partner has a relationship. (This partner is a member of these companies' partnership programs.)
    Partner's Competitors
    A list of the partner company's competitors.

  6. In the Products list, enter the partner's products and services that are relevant to your company. Add new records to the list, and enter the following information in their fields.

    7. Field
    Comment
    Name
    The name of the partner's product or service.
    Version
    The version of the partner's product or service.
    Description
    A description of the partner's product or service.
    Service Product
    Select this flag if the product is a service.
    Sales Product
    Select this flag if the product is a sales related product.
    Part #
    Enter the part number associated with the product or service.
    Type
    Enter the type of product.

  7. In the Related Products list, add the brand owner company's products that are related to the partner's products that you entered. Add new records to the list, enter the following information in their fields.

    8. Field
    Comment
    Product
    The name of the brand owner's product or service.
    Relation
    Indicates the relationship of the brand owner's product to the partner's product. Examples are Component, Bundled, and Cross-Promoted.
    Integration Status
    Indicates the status of integration between the brand owner's product and the partner's product. Examples are Integration In Progress and Integration Completed.
    Description
    A description of the product.
    Vendor
    Vendor name of the product.
    Effective Start Date
    The start date of the validated relationship between the brand owner's product and the partner's product.
    Effective End Date
    The end date of the validated relationship between the brand owner's product and the partner's product.
    Orderable
    Indicates whether the product is orderable.

To work with a partner company profile

Entering the Partnership Profile

The Partnership Profile screen holds information about your relationship with the partner company and the way you work together, and so it supplements the Partner Profile, which holds information about the partner company itself.

When you are first planning how you can work together with a partner company, the Partnership Profile screen lets you clarify your future relationship by discussing the items on this screen with people at the partner company.

To enter or view a partnership profile

  1. Navigate to the Partners screen.
  2. In the Partners list, select the partner whose partnership profile you want to display.
  3. Click the Profile view tab.
  4. Select Partnership Profile in the drop-down list in the Profile view, if the partnership profile is not already displayed.

    5. The Partnership Profile view appears.

  5. Enter or view information about this partnership in the Partnership Profile form.

    6. Field
    Comment
    Description of Partnership
    Enter a general description of the partnership.
    Channel Sales Growth Rate
    Enter the annual growth rate of the partner's sales of your products.
    Yearly Channel Sales
    Enter the partner's yearly sales of your products.
    Quarterly Channel Sales
    Enter the partner's quarterly sales of your products.
    Start Date
    Enter the date when the partnership was initiated.
    End Date
    If the partnership is terminated, enter the termination date.
    Renewal Date
    Enter the date when the partnership should be renewed.
    Fees Paid
    Select this flag to indicate that the partner has paid membership fees.
    Internal Benefit
    Enter the benefit of this partnership to your company.
    Partners Benefit
    Enter the benefit of this partnership to the partner company.
    Satisfaction Index (1 - 10)
    The channel manager can use this field to rate this partnership on a scale of 1 to 10.
    Joint Markets
    Select the market segments in which you and this partner will jointly operate.
    Joint Routes to Market
    Enter a description of your company's and the partner's joint routes to market.
    Joint Growth Strategy
    Enter a description of your growth strategy for this partnership.

  6. In the Product Line List, enter your product lines that are relevant to this partnership, such as lines of products that you expect the partner to resell. Add new records to the list, enter the following information in their fields.

    7. Field
    Comment
    Product Line
    Choose a product line from a list of your company's product lines.
    Description
    A description of the product line is entered automatically.
    Products
    A list of products in this product line is entered automatically.
    Product Line Manager
    The name of the product line manager is entered automatically.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003