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Scenario for Managing Account Information

This scenario gives one example of how you might use Oracle CRM On Demand Desktop to manage account information. You might use Oracle CRM On Demand Desktop differently, depending on your business model.

Company Z is one of the smaller accounts that a sales representative manages. Because Company Z recently relocated, the representative must update the address details that are associated with the account. The representative drills down on the account in the accounts view and then enters the new address in the form.

To make sure that everyone on the account team is aware of the new location, the representative must send an email to the account team. To include all account team members, the representative uses the Email to Account Team button in Microsoft Outlook. Oracle CRM On Demand Desktop enters email addresses for the entire account team in an email message and then displays the message. The representative types a brief note about the new location and then sends the email.

While the representative is in the account record for Company Z, the representative decides to add a new contact to the account. To do this, the representative clicks Add Contact in the Contacts section, and then Oracle CRM On Demand Desktop displays the Account Contacts SalesBook dialog box where the representative can select a contact for association or create a new contact.