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Adding ESP Business and Service Unit Offerings
The Offerings view helps sales professionals to identify opportunities to sell their offerings (products and services) into key business or service units in the account. The sales professional can use this view to maintain a balance of current and future revenue in the account. It also helps to identify opportunities for greater account penetration.
To add offerings
- Navigate to the Accounts screen, and in the Accounts list, select the account.
- Click the Enterprise Selling Process view tab.
- In the ESP view, select BU/SU Overview from the Show drop-down menu.
Business and Service units appear in a list.
- In the Business/Service Unit field, drill down on the hyperlink of the unit to which you want to add offerings.
NOTE: The name of the unit you drilled down on appears in the Account form at the top of the screen. The account type for this unit should be ESP BSU. The Show drop-down list automatically shows the Offerings view. To add offerings, the Account Type must be ESP BSU.
- In the Offerings list, add a record and complete the fields.
The following table describes the fields in the Offerings record.
NOTE: You can enter the revenue associated with potential opportunities without creating a new opportunity in the database.
When you have finished identifying opportunities in the unit for your offerings, navigate back to the BU/SU Overview view, select a new unit, and repeat Step 4 and Step 5.
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Siebel Sales User Guide Published: 18 April 2003 |