Bookshelf Home | Contents | Index | PDF |
Siebel Finance Guide > Managing Products and Pricing > Scenario for Managing Products and PricingThese scenarios feature sample tasks performed by a Siebel administrator and a customer service representative. Your company might follow a different workflow according to its business requirements. In this scenario, end users are the customer service representatives who answer customer calls. They use the Products screen to:
The Siebel administrator is responsible for administering Siebel Finance and requires administrative responsibilities to: Administrator Defines New ProductsAn administrator sets up a new product line in Siebel Finance by:
Customer Service Representative Views Product InformationA customer service representative receives a call from a customer inquiring about the company's products. He navigates to the Product Details view to review product information such as key features, a product image, and other product details. As a customer service representative talks with the customer, he learns that she is interested in a Gold Visa credit card. The representative describes the product's features and benefits, such as an increased credit limit and free insurance on goods purchased with the card. The customer also expresses interest in features the service representative knows are available in another product. Immediately, he provides the customer a feature-by-feature comparison of the two products and quotes prices from the price list. He can check for the latest news updates on the product, such as an anticipated rate change, and convey this information to the customer. After the call ends, the service representative follows up with the customer by sending her more detailed information, such as the Consumer Disclosure Statement, through the mail. |
Siebel Finance Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |