Managing Sales, Service, Marketing and Partner Commerce

Several chapters of this book describe possible scenarios that illustrate ways the brand owner and partner company might use Siebel PRM, including Chapter 9, "Managing Sales with Siebel PRM," Chapter 10, "Managing Service Requests with Siebel PRM," Chapter 11, "Managing Marketing Campaigns with Siebel PRM," and Chapter 12, "Managing Partner Commerce." The scenarios are meant to illustrate many possible uses of Siebel PRM.

Many of these scenarios do not apply to the financial industry. Siebel PRM is typically used in the following ways to manage sales, service, marketing, and partner commerce:

• Sales. Typically, financial institutions share opportunities (leads), companies, and contacts with Partners. Partners work on assigned opportunities and enter information about them. Financial institutions are able to view this information to see what progress the partner is making on the opportunity.

• Service. Financial institutions assign service requests to partners. Partners resolve these service requests for the customer on behalf of the financial institution and enter information about them. Financial institutions are able to view this information to track partners' work on service requests.

• Marketing. Both the scenario for collaborative marketing with your partners and the scenario for marketing to your partners apply to partners in the financial industry.

• Partner Commerce. The scenarios for partners shopping for their customers apply to your partners in the finance industry. The scenario for partners shopping for themselves does not normally apply to partners in the finance industry.