|
Siebel Partner Relationship Management Administration Guide
What's New in This Release
Back to top
About Siebel PRM
What Is Siebel PRM?
Siebel PRM Portal
Siebel PRM Portal Login Page
Siebel PRM Portal Screens
Siebel PRM Manager
Screens Shared by the Siebel PRM Manager and Other Siebel Business Applications
Screens That Are Specific to the Siebel PRM Manager
Supported Browsers
Siebel PRM Mobile Web Client
Siebel PRM Wireless Client
Back to top
Setting Up Siebel PRM
Installing Siebel PRM
Activating Workflows for Siebel PRM
Configuring High Interactivity for Siebel PRM
Configuring Siebel PRM
Personalizing Siebel PRM
Setting Up Siebel PRM Web Services
Setting Up Oracle Business Intelligence for Siebel PRM
Process of Setting Up Siebel PRM
Setting Up the Organization Structure for Siebel PRM
Defining Partner Responsibilities
Setting Up Access Groups and Categories for Siebel PRM
Creating Price Lists for Siebel PRM
Setting Up Automatic Routing of Information for Siebel PRM
Adding Partner Companies and Employees
Creating CHAMP Metrics
Configuring Visibility for Siebel PRM
About Visibility Enhancements in Siebel PRM
Configuring Visibility
Back to top
Setting Up Application Services Interfaces for Siebel PRM
About Application Services Interfaces and Siebel PRM
About Setting Up ASIs for Siebel PRM
Setting Up Opportunity Transfer for Siebel PRM
Setting Up Shopping Cart Transfer for Siebel PRM
General Setup for ASIs for Siebel PRM
Opportunity Transfer Workflows
Shopping Cart Transfer Workflows
Transfer Cart Outbound Initial Workflow
Transfer Cart Outbound Request Process Workflow
Transfer Cart Outbound Create Header Process Workflow
Transfer Cart Outbound Create and Append Process Workflow
Transfer Cart Outbound Receive Acknowledgment Process Workflow
Transfer Cart Inbound Receive Process Workflow
Transfer Cart Inbound Create Cart Process Workflow
PRM ANI Inbound Create Account Process Workflow
Transfer Cart Inbound Create Contact Process Workflow
Transfer Cart Inbound Create Quote Process Workflow
PRM ANI Inbound Addressing Change Process Workflow
Business Services Used by Siebel PRM ASIs
Append Hierarchy Method
Create Empty Hierarchy Method
Generate Key Method
Get Child Type Method
Get Hierarchy Value Method
Get System Preference Method
Isolate Integration ID Method
Load Child Hierarchy Method
Parse Key Method
Query Business Component Method
Detach Hierarchy Method
Set Child Type Method
Set Hierarchy Value Method
Back to top
Working with New Partners
About Partner Registration and Enrollment
The Siebel PRM Portal Home Page
Providing Information for Public Users of Siebel PRM
Setting Up a Partner Company Identifier
About Applying for User IDs
Registering for a User ID (Partner Employee)
Applying for Partnership (Company)
Registering for a User ID (Partner Employee) for Siebel Open UI
Applying for Partnership (Company) for Siebel Open UI
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Thanking Individual Partners for Registering
About Enrolling New Partner Companies
Process of Enrolling a New Partner Company
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Qualifying a Partner Company
Registering the Partner Company
Assigning Responsibilities to the Partner Company
Assigning Positions to the Partner Company
Assigning Master Data to the Partner Company
Adding User Assignments at the Partner Company
Contacting the New Delegated Administrator
Adding Locations for the Partner Locator
Completing the Partner Profile
Other Ways of Adding Partner Records
Delegated Administration for Partners
Delegated User Administration for Partners
Delegated Catalog Administration for Partners
Delegated Communication Administration for Partners
Back to top
Working with Partner Programs
About Partner Programs
Process of Setting Up Partner Programs
Creating Partner Programs
Specifying Partner Program Approval Method
Associating Entitlements with Partner Programs
Setting Up Partner Program Applications
Adding Literature to Partner Programs
Setting Up Related Partner Programs
Setting Up Partner Program Tier Groups
Setting Up Partner Program Catalogs
Making Programs Visible to Partners
Eligibility Administration for Partner Programs
Creating a Partner Programs Eligibility List Manually
Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data load
Applying to Partner Programs (Partner)
Process of Reviewing Applications to Partner Programs
Accepting a Partner Program Application
Reviewing Application Inbox Information
Adding Program Entitlements to Partner Agreements
Approving a Partner Program Application
Rejecting a Partner Program Application
Notifying Partner of Application Approval by Email
Partner Program Administration
Updating Partner Program Membership Records
Performing Mass Updates of Partner Programs
Associating MDF Programs with Existing Partner Programs
Adding Agreements with Partner Program Members
Terminating a Partner Program Membership
Partner Program Membership Renewal
Partner Program Workflows
Back to top
CHAMP Planning
About CHAMP Planning
Scenario for CHAMP Planning
Process of Using the Siebel PRM CHAMP Planning Module
Creating CHAMP Metrics
Creating Partnership Initiatives
Creating Partner Plans
Adding Notes to the Plan
Approving the Plan Jointly with the Partner
Executing the CHAMP Plan
Evaluating Partner Performance
Reviewing Partner Performance
Back to top
Sharing Data with Partners
About Transactional and Master Data
Sharing Transactional Data with Partners
Assigning Opportunities to a Partner
Viewing a Partner's Opportunities
Assigning Service Requests to a Partner
Viewing Partner Service Requests
Assigning Customer Accounts to a Partner
Assigning Contacts to a Partner
Assigning Activities to a Partner
Viewing a Partner's Quotes
Assigning an Order to a Partner Employee
Assigning Assets to Partners
Assigning Inventory to Partners
Sharing Files with Partners
Process of Sharing Master Data with Partners
Creating Categories and Access Groups
Adding Partner Companies to Access Groups
Adding Master Data to Categories
Assigning Price Lists to Partner Companies
Back to top
Managing Sales with Siebel PRM
About Managing Sales with Siebel PRM
Examples for Partner-Led Sales
Example of Brand Owner Creating Opportunities and Assigning Them to Partners
Example of Brand Owner Creating Opportunities and Transferring Them to Partners
Example of Partners Creating and Working on Opportunities
Examples for Collaborative Selling
Example of Brand Owner Creating Opportunities and Brand Owner and Partner Working Together on Them
Example of Partner Creating Opportunities and Brand Owner and Partner Working Together on Them
Example of Partner Creating Opportunities and Assigning Them to Brand Owner
Example of a Customer Transferring a Shopping Cart From the Brand Owner's Web Site to a Partner
Opportunity Management Workflows
Examples for Forecasting Partner Revenue
Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue
Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization
Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization
Example of the Brand Owner Forecasting Revenue for All Partners that a Partner Manager Oversees
Examples of Partners Forecasting Their Revenue Without the Brand Owner Viewing Forecasts
Example of the Channel Manager Creating a Direct Partner Forecast Series
Example of Multiple Partner Employees Creating Rollup Forecasts
Using Presentations and Proposals
Back to top
Managing Service Requests with Siebel PRM
About Managing Service Requests with Siebel PRM
About Managing Customer Service Requests with Siebel PRM
Examples for Partner-Led Customer Service
Example of the Partner Receiving Service Requests and Logging Them for Tracking Purposes
Example of the Brand Owner Receiving Service Requests and Assigning Them to the Partner
Examples for Collaborative Customer Service
Example of the Partner Logging Service Requests and Working on Them with the Brand Owner
Example of the Partner Logging Service Requests and Transferring Them to the Brand Owner
Examples of Field Service with Siebel PRM
Example of the Brand Owner and Partner Managing Inventory
Example of the Partner Responding to Service Requests for Assets
About Managing Partners' Service Requests
Solutions and SmartScripts with Siebel PRM
Scenario Using Solutions and SmartScripts to Help Partners
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
Back to top
Managing Marketing Campaigns with Siebel PRM
About Managing Marketing Campaigns
Collaborative Marketing with Partners
Planning Collaborative Marketing Campaigns
Managing Collaborative Marketing Campaigns
About Marketing to Partners
Creating and Executing Campaigns for Marketing to Partners
Making Campaign Offers to Partners
Marketing by Your Partners
Back to top
Managing Partner Commerce
About Partner Commerce
Setting Up Partners for Standard, Power, and Personal Commerce
About Standard Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Disabling Partner Commerce Workflows
Removing the PRM Portal Shopping Cart Toolbar
Back to top
Partner-to-Partner Collaboration
About Partner Collaboration
Example of Partner Collaboration
About Siebel Projects
Example of Using Siebel Projects for Partner-To-Partner Collaboration
Back to top
Managing Design Programs
About Design Programs
About Design Program Users
Scenario for a Partner or Distributor Creating a Design Program
Scenario for a Vendor Creating a Design Program
Roadmap for Managing a Design Program
Process of Setting Up a Design Program
Creating a Design Program
Creating a Design Opportunity
Creating a Design Registration
Approving a Design Opportunity
Approving a Design Registration
Back to top
Working with Special Pricing Authorization
About Special Pricing Authorization
Scenario for Initiating an SPA Request
Process of Setting Up Special Pricing Authorization
Setting Up the SPA Approval Flow
Activating HTIM SPA Workflows
Setting Up Price Lists
Assigning a Price List to a Partner
Process of Managing SPA Quotes and Claims
Submitting an SPA Quote
Reviewing and Approving SPA Quotes
Submitting an SPA Claim
Validating an SPA Claim
About SPA Workflows
SPA Quote Approval Workflow
SPA Validate Claim Items Workflow
Back to top
Working with Deal Registrations
About Deal Registrations
Scenario for Registering a Deal
Setting Up the Deal Registration Approval Flow
Submitting a Deal Registration
Approving a Deal Registration
Back to top
Using Market Development Funds
About Market Development Funds
Process of Working with a Market Development Fund
Making Market Development Funds Visible to Partners
Creating Market Development Funds
Setting Up Fund Approval Authorization
Changing the Partner Manager Field
About Fund Request Lists
Initiating a Fund Request
Adding Attachments, Activities, and Activity Plans to MDF Requests
Viewing Fund Requests for a Partner Company
Reviewing a Fund Request
Viewing a Fund's Checkbook
The Advanced MDF Option
Overview of Advanced MDF Option
Key Features of MDF Management
Scenario for MDF Management
Process of Setting Up MDF Programs
Creating an MDF Program and Program Account
Adding a Credit to a Program Account
Creating a Preapproval
Reviewing a Preapproval
Creating a Claim
Reviewing a Claim
About MDF Debits
HTIM MDF Period Ending Process Workflow
Back to top
Managing Your Partners
About Tracking Partner Information
Using the Partner and Partnership Profile
Entering Partner Management Activities
Entering Partner Agreements
Adding Partner Company Attachments
Entering Partner Contacts
Entering Partnership Contacts
Adding Notes About a Partner Company
Creating a Partner Company Organization Chart
Uploading Partner Logos
Process of Certifying Your Partners
Creating Certification Metrics
Creating Certification Templates
Associating Certifications with a Partner Company
Recording Partners' Progress
Checking a Partner's Progress
Displaying Certified Partners
Displaying Certifications Across Partners
Configuring Autopopulation of Partner Certification Criteria
About Communicating with Your Partners
Using Partner Alerts
Using Siebel Briefings, Content Services, and Content Broker
Administering Partner Satisfaction Surveys
Back to top
Reporting on Partner Performance
About Partner Performance and Reporting
Using CHAMP Planning and Partner Performance Reports
Using Assessments to Evaluate Partner Performance
Using Siebel PRM Reports
Oracle Business Intelligence Enterprise Edition Partner Reports
Siebel Partner Analysis
Viewing Available Oracle Business Intelligence Enterprise Edition Reports
Siebel Portal Analytics
Back to top
Siebel Agent Portal
About Siebel Agent Portal
Differences of Agent Portal from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Viewing a Partner's Call Reports
Assigning Claims to a Partner
Viewing a Partner's Policies and Quotes
Assigning Households to an Agent
Managing Sales, Service, Marketing and Partner Commerce
Managing Your Partners
Added Views in the Partner Screen
The Added Agents Screen
Back to top
Siebel PRM for Finance
About Siebel PRM for Finance
Differences of Siebel PRM for Finance from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Managing Sales, Service, Marketing and Partner Commerce
Managing Your Partners
Back to top
Siebel Healthcare Provider Portal
About Siebel Healthcare Provider Portal
Overview of Healthcare Provider Portal from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Sharing Claims with Healthcare Providers
Viewing Information About Healthcare Facilities
Sharing Members with Healthcare Providers
Viewing Information about Healthcare Providers
Sharing Referrals and Authorizations with Healthcare Providers
Managing Sales, Service, Marketing and Partner Commerce
Managing Your Partners
Back to top
Siebel Service Provider Portal
About Siebel Service Provider Portal
Differences of Service Provider Portal from Siebel PRM
Differences in the Partner Portal and Partner Manager
Adding New Partners
Sharing Data with Partners
Managing Sales, Service, Marketing and Partner Commerce
Managing Your Partners
Sections that Do Not Apply
Back to top
Siebel Group Portal
About Siebel Group Portal
Differences of Siebel Group Portal from Siebel PRM
Differences in the Partner Portal and Partner Manager
Using the Group Administrator Role
Adding New Partners
Sharing Data with Partners
Sharing Group Policies with the Employer Groups
Sharing Information About Facilities
Viewing Information About Group Members
Viewing Information About Providers
Facility Locator and Provider Locator
Managing Sales, Service, Marketing and Partner Commerce
Managing Your Partners
Sections that Do Not Apply
Back to top
Siebel PRM for Communications, Media, and Energy
About Siebel PRM for Communications, Media, and Energy
Differences of Siebel PRM for CME from Siebel PRM
Support for Complex Account Structures
Support for Complex Ordering Process
Association of Agreements with Orders or Service Items
Support for Credit Management
Support for Fraud Management
Back to top
Siebel PRM for Consumer Goods
About Siebel PRM for Consumer Goods
Partner Company Setup
Your Work with Partners
High Interactivity and Standard Interactivity
Back to top
Siebel Cross-Industry PRM
About Siebel Cross-Industry PRM
Differences of Siebel Cross-Industry PRM from Siebel PRM
Back to top
Siebel Public Sector Provider Portal
About Managing Public Sector Service Providers
Differences Between Siebel Public Sector and Siebel PRM
Scenario for Using Siebel Public Sector to Work with Service Providers
Tasks for Setting Up Siebel Public Sector to Work with Service Providers
Integrating Siebel Public Sector Provider Portal with External Applications
Modifying Lists of Values for Managing Public Sector Providers
Creating Products for Public Sector Service Providers
Creating Price Lists for Public Sector Service Providers
Process of Setting Up New Service Providers
Adding New Service Providers to Siebel Public Sector
Adding Users of Siebel Public Sector Provider Portal (Service Provider)
Managing Service Provider Profiles
Managing Service Provider Profiles (Service Provider)
Specifying Price Lists for Service Providers
Adding Agreements with Service Providers
Adding the Initial Inventory for Service Providers
Process of Referring Benefits Cases to Service Providers
Creating Referral Orders for Benefits
Submitting Referral Orders
Accepting or Rejecting Referrals (Service Provider)
Managing Inventory for Accepted Referral Orders (Service Provider)
Checking the Status of Referrals
Agency Tasks
Adding Addresses for Service Providers
Viewing and Updating Referral Orders
Sharing Information About Cases with the Service Provider
Service Provider Tasks
Managing Inventory (Service Provider)
Viewing Referral Orders (Service Provider)
Viewing Agreements (Service Provider)
Viewing Cases (Service Provider)
Sharing Information About Cases with the Agency (Service Provider)
Workflow Reference for Siebel Public Sector Provider Portal
PUB Create Order Workflow
SWIPUBSendOrder Workflow
PUB Create Asset From Agreement Item Workflow
Back to top
| 
