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Developing Opportunities in Siebel Medical Handheld

An opportunity is defined as a potential revenue-generating event. An opportunity is usually associated with an account and one or more contacts, products, activities, and quotes. Examples of opportunities are:

• At a trade show, a company representative expresses interest in purchasing a product.
• When called by a telesales representative, a contact indicates interest in contracting maintenance services.
• In a conversation with an existing client, the client expresses an interest in upgrading to the newest product model.
• While on a regularly scheduled visit, a Sales Representative finds out that one of the MRI machines has broken down and convinces their contact in that hospital to take a look at the company's MRI machine.
• In a conversation with a doctor regarding a newly launched drug-coated stent, the doctor expresses interest.

Scenario for Developing Opportunities in Siebel Medical Handheld

This scenario gives one example of how you can use Siebel Medical Handheld to develop sales opportunities. You might use Siebel Medical Handheld differently, depending on your business model.

A sales representative is involved in revenue-generating and customer contact activities at their company. At a trade show the sales representative meets a prospective customer who could be a lead for a new business opportunity. Using their Siebel Medical Handheld application, the sales representative discovers that the company is listed in Siebel Medical as an account, but the person they met is not listed as a contact associated with the account.

After adding this person as a contact, the sales representative creates the opportunity. Next, the sales representative schedules meetings, records the associated activities, and associates other important contacts with the opportunity.

As the sales process continues, the sales representative gathers and updates information about the account, its contacts, and the opportunity. As the relationship grows, the sales representative can add, view, and share information and key knowledge with other members of the sales team.

The following procedures related to developing opportunities in Siebel Medical Handheld are included in this topic:

• Creating Opportunities in Siebel Medical Handheld.
• Associating a Contact with an Opportunity in Siebel Medical Handheld.
• Associating a Product with an Opportunity in Siebel Medical Handheld.
• About Opportunity Quotes.