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Business Scenario for Correspondence

This scenario provides an example of a business process performed by a sales representative managing correspondence. Your company may follow a different process according to its business requirements.

Sales professionals use Siebel Sales correspondence to automate letter writing tasks, send out literature, and track correspondence sent to prospects and customers.

A customer requests literature about specific product and service offerings. The sales representative creates a letter using a template called Thank You for Your Interest. The sales representative selects the contact recipient and determines which product literature to include with the letter.

When the sales representative reviews the letter, he see a Microsoft Word document that includes the customer's name and address, thanks the customer for his interest in the product, and tells him a little about the company. The letter also lets the customer know that the sales representative plans to follow up with the customer soon.

When the sales representative is ready to send the letter, he can print the letter and send it, or have the company's fulfillment center generate the letter, enclose the product literature, and send it on behalf of the sales representative. The sales representative also can email this information to the customer. A record of the correspondence is associated with the contact, and allowing the sales representative to review the correspondence at a later date.


 Siebel Sales User Guide 
 Published: 18 April 2003