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Scenario for Managing an Opportunity

After meeting with a contact at a key strategic account, a sales representative learns of an upcoming request for proposal that might help to improve the sales pipeline for the next quarter. To complete this work, the representative uses Siebel CRM Desktop to create a new opportunity in IBM Notes.

To begin, the representative clicks Opportunity on the toolbar and CRM Desktop opens a new opportunity form. The representative enters details for the new opportunity, including the name, related account, lead quality, sales method, sales stage, close date, and so on. The representative knows two contacts at the account, and that these contacts decide whether to place an order. The representative relates these contacts with the opportunity. The representative can choose one or more products and relate them with the opportunity. The representative can assign expected revenue values for the opportunity to indicate the projected opportunity value and to describe how that value is distributed across related products for the opportunity.

If the representative saves these details in IBM Notes and then synchronizes with the Siebel Server, then Siebel CRM makes the details available to other users who can access the account and contacts.