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About Hospitality Accounts and Contacts

Siebel Hospitality allows sales representatives to enter details about prospective or existing customers, intermediary accounts, competitors, and partners by using Accounts and Contacts screens and views. An account is an individual, group of people (for example, a golf club), or company with which your company has a business relationship. A contact is a person who is a member of an account with which your organization has a business relationship. An account can have many contacts, and a contact can be a member of one or more accounts.

Before you can create event opportunities, quotes, and orders, you must profile your business accounts and contacts.

This chapter provides hospitality-specific account and contact profiling. For more information about account and contact profiling, see Siebel Applications Administration Guide.

Overview of Managing Hospitality Accounts and Contacts

When a customer contacts a sales representative, the sales representative researches and profiles the customer account to determine if the account and the contact are already in the database, and the status of the account.

You can use a variety of methods to verify that an account or contact exists in Siebel Hospitality, and add the records if necessary:

• Accounts screen. Navigate to the Accounts screen and query for the account. If you cannot find the account, create an account record. For more information about creating and managing accounts, see Siebel Applications Administration Guide.
• Contacts screen. Navigate to the Contacts screen and query for the contact. If the contact is not found, create a contact record. For more information about creating and managing contacts, see Siebel Applications Administration Guide.

After accounts or contacts have been created and profiled, you can create opportunities, quotes, orders, and event checks for the accounts and contacts. You can add further details (such as travel preferences) about the accounts and contacts at a later stage, as the details about the accounts and contacts become available.

After you have created an account, you can manage the travel profile of the account, create event templates for the account, view the transactions of the account, track intermediary accounts, and create business plans for the account. You can also perform basic account management tasks, such as creating notes, attachments, and activities.

After you have created a contact, you can manage the travel profile of the contact, create event templates for the contact, and build contact loyalty. You can also perform basic contact management tasks, such as creating notes, attachments, and activities.