Bookshelf v7.5: Account Briefing

Siebel eBriefings Administration Guide > Understanding Siebel eBriefings >

Account Briefing

Account Briefings help users prepare for customer calls by keeping them informed about aspects of their accounts. An Account Briefing is a single Web page that summarizes interactions with the customer and includes news and company profile information. It also gives users access to related literature in the Siebel Encyclopedia, such as presentations, brochures, and recommended links.

Users can access Account Briefings from several views. Each view provides the user with a different subset of account records.

My Tracked Accounts. Lists the accounts users have selected on their tracking profiles.

My Accounts. Lists those accounts to which the user has been assigned to the account team.

My Team's Accounts. Lists the user's accounts and those accounts for which the primary sales team member is a direct subordinate of the user.

All Accounts. Lists all accounts to which the user has access based on visibility rules.

NOTE: Access to views is based on each user's responsibilities. Not all users will have the views listed above. For example, only managers will have access to My Team's Accounts. For more information about responsibilities and views, see Applications Administration Guide.

Account Briefing Sections That Display Siebel Data

Table 4 describes the Account Briefing sections that display data from your Siebel database. The search and sort specifications for internal sections are defined in the predefined query named Account. For more information about predefined queries, see Modifying Predefined Queries.

Table 4. Account Briefings Siebel Data Sections
Section	Description
Header	Displays the name of the current company and a link to the company's home page. It also contains an Edit Layout button that allows users to modify the layout of the Account Briefing.
Table of Contents	Displays Account Briefing sections. Sections that contain available data appear as hyperlinks.
Opportunities	Displays account opportunities created in the last 30 days. Opportunities are sorted by revenue, and then probability percentage of the primary user.
Service Requests	Displays the service requests related to the account. Service requests are sorted by status, then creation date.
Contacts	Displays contacts related to the account that were created within the last 30 days. Contacts are sorted by last name, and then first name.
Activities	Displays account activities for the last 30 days. Activities are sorted by type, and then description.
Quotes	Displays quotes related to the account. Quotes are sorted by end date. Quotes that are less than 30 days old are displayed.
Service Agreements	Displays service agreements related to the account. Service agreements are sorted by end date. Service agreements that are less than 30 days old are displayed.
Account Team Members	Displays employees who are on the sales team for the account.
Literature	Displays links to literature items in the Siebel Encyclopedia related to the account. The current date must be between the release and expiration dates.
Recommended Literature	Displays links to literature items in the Siebel Encyclopedia related to the account. The current date must be between the release and expiration dates.
Recommended Links	Displays links to recommended Web pages. Recommended links are defined as literature items in the Siebel Encyclopedia. The literature type is Recommended Link, and the Web display method is not In-Line.
Web Clips	Displays a Web page related to this account in-line with other sections. Web Clips are recommended links defined in the Siebel Encyclopedia with a Web display method of In-Line.

Account Briefing Sections That Display External Data

Table 5 describes the Account Briefing sections that display data from Siebel eContent Services.

Table 5. Account Briefing External Data Sections
Section	Description
Profile	Summary of company data provided by a Siebel eContent Services content provider.
News	News about the account from external news wires.
Market Information	Displays stock information such as the current price, last trade, the net change for the day, trading volume, 52-week high and low, and other market-related data.
Corporate Relationships	Displays affiliated companies sorted by name.
Additional Information	Links to stock chart and SEC filings for the account and links to Internet search engines. When users click these links, the search arguments are passed to the target site and a search is automatically performed for information about the current account.