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Business Scenario for Contacts
Associating a Contact with an Account
Associating a Contact with an Opportunity
Associating Attachments with a Contact
Promoting a Personal Contact to a Sales Contact
Creating a Profile for a Contact
Updating Contact Information in External Systems
Business Scenario for Accounts
Business Scenario for Global Accounts
Associating a Contact with an Account
Associating an Account with an Activity
Associating an Account with an Opportunity
Performing Account Assessments
Updating Account Information in External Systems
Viewing Account Credit Profiles
Business Scenario for Opportunities
Opportunities Processes and Procedures
Lead Qualification, Sales Methods and Stages
Changing the Primary Sales Team Member
Monitoring Significant Opportunity Transactions
Viewing Decision Issues for an Opportunity
Associating a Contact with an Opportunity
Activities Associated with an Opportunity
Associating a Product with an Opportunity
Creating a Quote from an Opportunity
Creating an Organization Analysis
Adding Attachments and Notes to Opportunities
Generating Opportunity Reports
Business Scenarios for D&B Integration
Accessing Company Data and Reports with D&B
Viewing D&B Aggregate Data for a Company
Creating a Prospect List from D&B Data
Using Global Integration to Add New D&B Accounts
Business Scenario for Decision Issues
Associating a Decision Issue with an Opportunity
Adding Decision Issues Details
Business Scenario for Competitors
Associating a Competitor with an Opportunity
Viewing Competitor Comparisons
Business Scenario for Products
Viewing Product Features and Image
Business Scenario for Activities
Associating an Employee or Resource with an Activity
Activity Templates and Activity Plans
Business Scenario for Messages
Associating a Message with an Opportunity
Associating an Attachment with a Message
Associating an Activity with a Message
Business Scenario for Correspondence
Editing a Correspondence Template
Adding Recipients to Correspondence
Enclosing Literature with Correspondence
Sending Correspondence to a Fulfillment Center
Monitoring Fulfillment Requests
Recalling Submitted Correspondence
Creating a Personal Correspondence Template
Business Scenario for Literature
Sending Literature by Email and Fax
Business Scenario for Categories
Using Auto Quote to Create a Quote
Repricing a Line Item in a Quote
Deleting Line Items in a Quote
Adding a Write-In Product to the Price List for a Quote
Applying a Manual Discount to a Quote
Customizing a Product for a Quote
Using Siebel eAdvisor for Quote Solutions
Updating an Opportunity with Quote Information
Adding Payment and Billing Information to a Quote
Business Scenario for Proposals
Modifying and Adding Content to a Proposal
Business Scenario for Presentations
Generating a Presentation Draft
Modifying Presentation Structure and Adding Content
Business Scenario for References
Managing Accounts and References
Designating an Account as a Reference
Associating an Activity with a Reference
Associating a Contact with a Reference
Associating an Attachment with a Reference
Adding a Reference Activity to the Calendar
Adding Profile Information to a Reference
Viewing Reference Assets and Profiles Charts
Using ESP Methodology to Manage Accounts
Business Scenario for Enterprise Selling Process
Enterprise Selling Process Views and Procedures
Adding ESP Business Unit and Service Unit Information
Adding ESP Business and Service Unit Offerings
Conducting an ESP Organizational Analysis
Charting the Organization's Reporting Structure
Adding Partners for ESP Analysis
Viewing the BU/SU Offering Summary
Adding ESP Account Plan Highlights
Viewing an ESP Manager's Review
Generating ESP Account Plan and Account Map Reports
Using Target Account Selling to Manage Opportunities
Business Scenario for Target Account Selling
Target Account Selling Views and Procedures
Developing Strategy with TAS Competitive Analysis
Conducting an Organizational Analysis
Developing a Relationship Strategy
Creating TAS Opportunity Plan and Initial Plan Reports
Using Strategic Selling to Support the Sales Process
Strategic Selling Views and Procedures
Business Scenario for Strategic Selling
Meeting the Single Sales Objective
Adding Buying Influences Information
Adding Position Summary Information
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Siebel Sales User Guide Published: 18 April 2003 |