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Target Account Selling Views and Procedures

Siebel Target Account Selling (TAS) consists of eight views that automate the steps in the TAS methodology. The TAS Initial Plan report and the TAS Opportunity Plan report can be generated from the TAS module.

The TAS Opportunity Plan template is available with Siebel Proposal Generator (a separately licensed module), which automatically creates the Opportunity Plan using Microsoft Word.

The procedures associated with the following eight Target Account Selling views describe how to use the Target Account Selling module.

For more information on reports, see Creating TAS Opportunity Plan and Initial Plan Reports.

  1. Overview. For more information, see Completing a TAS Overview.
  2. Assessment. For more information, see Assessing an Opportunity.
  3. Competitive Analysis. For more information, see Developing Strategy with TAS Competitive Analysis.
  4. Organizational Analysis. For more information, see Conducting an Organizational Analysis.
  5. Customer Milestones. For more information, see Adding Customer Milestones.
  6. Relationship Strategy. For more information, see Developing a Relationship Strategy.
  7. PRIME Activities. For more information, see Viewing PRIME Activities.
  8. Notes. For more information, see Adding Notes.


 Siebel Sales User Guide 
 Published: 18 April 2003