Table 3. Business Functions of Screens
|
Functions of the Screen Views |
Information About the Screen |
Accounts |
Create, view, and update accounts. Set up and maintain account hierarchies. Define and maintain account profile information. |
Managing Accounts Product Distribution |
Activities |
Manage activities with accounts, contacts, opportunities, and service requests, and create contact and account calls (with or without Smart Calls). |
Siebel Applications Administration Guide |
Agreements |
Manage information about agreements, administrative contracts, and entitlements. |
Siebel Field Service Guide |
Assets |
Manage information about products sold to accounts. |
Siebel Field Service Guide |
Audit Trail |
Create automatically a history of the changes in the application. |
Siebel Applications Administration Guide |
Calendar |
Create and display activities (including to-do activities) and share calendar information with co-workers. |
Siebel Fundamentals |
Campaigns |
Manage outbound communications with prospects targeted for a marketing effort. |
Siebel Applications Administration Guide |
Contacts |
Record and track business and personal contact information associated with an account, an opportunity, a trouble ticket, or a service request. |
Siebel Applications Administration Guide |
Cycle Counting |
Manage inventory by grouping assets into classes and counting each class's assets over a period and at designated intervals. |
Siebel Field Service Guide |
Expense Reports |
Manage expense-report information for your own expenses or your team's expenses. |
Siebel Applications Administration Guide |
Forecasts |
Create business forecasts based on opportunities or products. |
Siebel Applications Administration Guide |
Groups |
Create buying groups and planning groups, which allow account managers to plan for aggregate demand from multiple accounts. |
For information about buying groups, see Product Distribution |
Home |
Administrators can configure the Home screen to display data and reports. |
About the Home Screen |
Inventory Location Management |
Associate assets with inventory locations. |
Inventory and Order Management |
Literature |
Display company- and industry-related literature that the administrator catalogs. |
Siebel Applications Administration Guide |
Objectives |
Help drive corporate goals by defining objectives for contacts and accounts. Monitor progress toward meeting sales goals. |
Objectives |
Opportunities |
Manage sales opportunities for business and residential customers. |
Siebel Applications Administration Guide |
Part Browser |
Check on-hand inventory. |
Siebel Field Service Guide |
Plans |
Organize account promotions. |
Trade Promotions |
Products |
Enter and maintain products, product images, product lines, product features, and price list definitions. |
Products |
Promotions |
Plan and manage corporate promotions and account promotions. |
Trade Promotions |
Quality |
Manage information about adverse events or reactions related to products. |
Siebel Applications Administration Guide |
Receiving |
Record and review information relating to a physical receipt of material. |
Siebel Field Service Guide |
Repairs |
Track defective products returned to a service center for repair. |
Siebel Field Service Guide |
Routes |
Manage retail outlets by creating sales routes. Add individual accounts to a specific Route. Incorporate the route into a mobile field professional's routine visit schedule. Use these routes to schedule store visits at regular, predefined intervals. |
Routes |
Sales Volume Planning |
View data related to sales volume planning. |
Sales Volume Planning |
Service Inventory |
Manage the service parts inventory process. |
Siebel Field Service Guide |
Service Requests |
Create, display, and update customer requests for information about or assistance with products or services. |
Siebel Field Service Guide |
Settlements |
Manage deductions and claims. |
Deductions and Claims |
Shipping |
Record and review information relating to a physical shipment of material. |
Siebel Field Service Guide |
SmartScript |
Define the application workflow for an interactive situation in a script. These interactive situations can include inbound communications (such as customer service calls) and outbound contacts (such as telemarketing calls). |
Siebel SmartScript Administration Guide |
Solutions |
Search, organize, and add to a knowledge base of answers to service requests and trouble tickets. |
Siebel Field Service Guide |
Target Accounts |
Identify accounts by querying profile information (such as sales volumes or location) to generate a list of accounts. Use the list to schedule visits and plan routes. |
Account Targeting |
Visit Execution |
Perform activities for sales visits to retail outlets. |
Retail Execution |