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Siebel Partner Relationship Management Administration Guide > Managing Sales with Siebel PRM > Examples for Partner-Led Sales > Example of Partners Creating and Working on OpportunitiesThis topic gives one example of how partners work with opportunities. You might use this feature differently, depending on your business model In this example, opportunities are created by the partner company and logged by the partner company for tracking purposes. Using the Siebel PRM Portal, sales agents at the partner company can enter opportunities they develop, share these opportunities with other agents at the partner company, and track the opportunities as they work on them. Using the Siebel PRM Manager, the channel manager at your company can also track the opportunities' progress at partner companies. This example consists of the following tasks:
Entering Opportunities (Partner)In this example, your partners develop new opportunities and enter them into the Siebel system using the Siebel PRM Portal. When a partner enters an opportunity, the partner is automatically added to the Sales Team field as primary and the partner organization is automatically added to the Organization field. To enter a new opportunity through the Siebel PRM Portal
Sharing Opportunities (Partner)Optionally, if the partner sales agent who entered the opportunity thinks that other sales agents at the partner company can help work the opportunity, then the agent can share the opportunity with the other agents by adding them to the Sales Team field. By default, the partner sales agent who added the record is the primary on the sales team. The partner sales agents on the sales team see the opportunity whenever they display the My Opportunities view, and they can modify the opportunity record as they work on the opportunity. For more information about opportunities, see Siebel Applications Administration Guide. To share an opportunity with other partner sales agents
Tracking Opportunities (Partner)Just as sales managers at your own company use Siebel Sales to track their direct reports' progress on opportunities, managers at the partner company can use the Siebel PRM Portal to display the opportunities their direct reports have entered and track their progress on them. To display your report's opportunities
Tracking Opportunities (Brand Owner)Although your company does not develop or work opportunities in this example, your channel managers can display the opportunities for the partner companies that they manage, in order to track each partner company's progress in selling your products. In this example, the channel manager does not see detail information about the opportunity. To see detail information, the channel manager must be on the sales team for the opportunity. To make detail information visible, you can set up Siebel Assignment Manager to automatically add the channel manager to the sales team when a partner creates an opportunity, as described in the next example. |
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