Siebel Consumer Goods Guide > Objectives >

Process of Working with Objectives

This topic lists the tasks that administrators and end users typically perform to manage objectives. Your company might follow a different process according to its business requirements.

Administrator Setup Procedures

The following list shows tasks that administrators typically perform to manage objectives:

1. Creating Objectives
2. Creating Recommended Activities for Objectives
3. Targeting Accounts to Objectives
4. (Optional) Adding Literature to an Objective, as described in Siebel Fundamentals
5. (Optional) Associating Objectives with Account Promotions
6. (Optional) Creating Child Objectives
7. (Optional) Changing the Dates for Objectives
8. Applying Objectives
9. Scheduling Store Visits

End-User Procedures

The following list shows tasks that end users typically perform to access and use objectives:

1. Reviewing Objectives (End User)
2. Process of Performing Retail Activities (End User)
3. (Optional) Changing the Status of Activities (End User)
4. Checking the Status of Objectives (End User)

In general, retail sales representatives do not create objectives, but instead use objectives to direct the activities that they perform during customer visits. They use the Objectives screen to review objectives, recommended activities, target accounts, and literature that applies to their retail stores and accounts. For more information about how retail sales representatives use the retail execution feature to complete recommended activities, see Process of Performing Retail Activities (End User).

Administrator and End-User Maintenance Procedures

During the campaign, retail sales managers and sales representatives check the status of the objectives and associated activities. For more information, see Checking the Status of Objectives (End User).