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Generating a Price Comparison (End User)


End users can collect billing information for an existing service, such as gas or electricity. Siebel Energy converts this data into an annual cost, which it can then compare against internal rates.

To generate a price comparison for a customer

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Select an existing record, or add a new record, and complete the necessary fields.

    For more information about creating opportunities, see Opportunities in Siebel Energy.

  3. Drill down on the name of the opportunity.
  4. Click the Price Comparison view tab.
  5. In the Price Comparison list, click New.

    A SmartScript session is launched with a series of questions to answer.

  6. Click Next until you answer all the questions, and then click Finish.

    The Price Comparison view of the Opportunities screen appears. Some fields are described in the following table.

    Field
    Comments

    Attribute Values

    Displays the attributes and values for the product.

    Equivalent Rate

    Displays a rate if a like-for-like rate plan was found.

    Projected Bill

    Displays the annual cost calculated from the data provided.

    Annual Savings

    Displays the amount the customer can save by switching to your company's rate plan.

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