| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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The Siebel PRM Manager gives the brand owner company a single application to manage partner interactions through the entire partner life cycle from recruitment, registration, profiling, certification, joint planning, and execution through measurement and analysis of partner performance.
Siebel PRM Manager lets the brand owner manage channel and alliance partners as extended virtual sales, marketing, and service teams. It gives the brand owner full visibility into the entire partner community, and provides support for multiple partnering models, such as resellers, multitiered global distributors, service providers, alliance partners, and many others.
Siebel PRM Manager addresses the needs of everyone who works with partners. For example, vice presidents of Channels can use it to analyze partner sales forecasts or partner performance. Channel marketing managers can use it to execute marketing programs. Channel operations managers can use it to collaborate with partners in customer sales and service.
When the partner managers at your company use Siebel PRM, they see the Siebel Partner Manager Web site. The actual screens and screen tabs that your employees see depend on their responsibilities.
The Siebel PRM Manager includes virtually all the screens that you use in Siebel Sales, Siebel Service, Siebel Call Center, or Siebel Field Service to share information with your employees and to administer the Siebel system. You use these screens in the Siebel PRM Manager in the same way you use them in other Siebel Business Applications.
For example, you assign a customer contact to a partner by using the Siebel PRM Manager's Contacts screen in the same way that you assign a contact to an employee by using the Siebel Sales, Siebel Service, or Siebel Call Center Contacts screen.
You can also share information with partners using other Siebel Business Applications. For example, you can assign a contact to a partner by using the Siebel Sales, Siebel Service, or Siebel Call Center Contacts screen. You enter partners in your Siebel database as employees, and you work with them the same way you work with your own employees. If you are logged in under the same user name, then you can work with the same partner or employee data in the Siebel PRM Manager as in other Siebel Business Applications.
This guide covers features of the Siebel PRM Manager that are particularly useful in working with your partners. It does not cover many of the features that the Siebel PRM Manager has in common with Siebel Sales, Siebel Service, and Siebel Call Center. For more information on these common features, see Siebel Applications Administration Guide.
In addition to incorporating the functionality of other Siebel Business Applications, the Siebel PRM Manager has specific screens that are used only for managing partners:
Home. The Siebel PRM Manager home page includes lists of records that you might want to work on, such as your prospective partners and your current fund requests. Items on these lists are links that you can click to display more information about them. The home page is fully customizable.
Partners. The Partners screen lets you record general information about your partners and helps you manage your relationship with them. For example, it lets you work with the Partner Profile and Partnership Profile, it lets you assess your partners' performance, it lets you enter and look up partner management activities, contacts, and notes, and it lets you view your partners' progress in your training and certification programs.
Partner Programs. The Program Partner screen lets you set up partner programs, view partner program applications from the Siebel PRM Portal, and accept or reject those applications. It also allows you to set up and maintain eligibility criteria for each partner program.
Partner Operations. The Partner Operations screen lets partner managers view the transactional data for a given partner, giving an overall view of the partner's operations. You can look up a partner and see its accounts, contacts, opportunities, orders, quotes, and service requests.
Administration - Partner. The Administration - Partner screen lets you do much of the work that you must do to add a new partner company, such as adding a record for the partner, assigning user IDs and passwords to partner users, and approving and registering partner companies. In this screen you can complete the necessary steps to get a partner company started, including creating a new organization and putting it in the proper place in the hierarchy. You can also administer partner information, such as adding or changing information about users, or about the partner organization.
CHAMP Planning. Siebel PRM provides tools to support the Channel and Alliance Management Process (CHAMP), which helps alliance and partner organizations improve business performance. You can use the CHAMP Planning screen to create new initiatives, which are corporate strategies for a given period. After you have created an initiative, you can add partners as participants, and then create a specific partner plan for working with each participant. Finally, you can add objectives that help your partners accomplish the goals of the plan.
Certifications. The Certification screen lets you set up programs to certify partners. For example, you might require that your partners be certified in a certain product or service that you offer to make sure that your partners deliver those products or services in the same way that your company delivers them. You can use this screen to define any levels of certification that you choose, and any criteria that you choose for each level of certification.
Alert Administration. When partners log in to the Siebel PRM Portal, it displays a personalized home page for each partner. This home page includes a partner alert that displays Web messages you create for your partners. Using Alert Administration, you can direct these partner alerts to all partners or to specific individuals.
Fund Design. Market development funds are funds that are allocated for joint marketing activities during a certain period. You use these funds, either directly or indirectly, to help your partners with activities that can generate demand for your product or service. The Fund Design screen lets you create market development funds by specifying how much is in each fund and which partners participate in and can request funding.
Fund Requests. After market development funds have been created, partners or partner managers make requests for specific use of these funds, such as paying for a partner to participate in a trade show where they display your product. The Market Development Fund Requests screen lets you work with and approve these requests.
