Bookshelf Home | Contents | Index | PDF |
Siebel Insurance Guide > Managing Companies > Scenario for Managing Company InformationThis scenario features sample tasks performed by a sales representative in the insurance and healthcare industries. Your company might follow a different workflow according to its business requirements. In this scenario, end users are the sales representatives who manage company information. They enter information to:
Sales Representative Tracks Company InformationA sales representative uses the Companies screen to capture and manage profile information about her business customer, such as contacts, organizational structure, management, and financial information. In addition to viewing market statistics and D&B reports. Using Siebel Insurance, she can capture and track information about a company's:
She can also view details of competitors and create and access marketing and sales presentations. The sales representative can create a new company record or view and modify information about existing companies. For example, if the sales representative is preparing for a sales call, she can use the Companies screen to answer the following questions: |
Siebel Insurance Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |