Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2017, Rev. A E52427-01 |
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The Siebel Pharma task flows that sales representatives typically carry out are divided into the following areas:
Sales representatives typically perform the following tasks when planning and preparing for customer calls:
Check the appointments and review the route for the day.
For more information, see "Viewing Call Planning Information" and "Displaying Location Details in Siebel Mobile".
Review the notifications list.
For more information, see "Reviewing Notification Messages in Siebel Mobile".
Prepare for contact calls and perform precall planning tasks (such as, reviewing the associated contact relationships and the best call times for the contact) as follows:
Review, modify, and create new contacts as required. For more information, see the following:
Review, modify, and create new contact calls as required. For more information, see "Modifying Call Information for a Contact".
Review and modify as required the contact's associated addresses, best call times, state license, affiliated accounts, contact relationships, and attachments.
For more information, see the following:
Prepare for account calls and perform precall planning tasks (such as, reviewing the associated account relationships) as follows:
Review, modify, and create new accounts as required. For more information, see the following:
Review, modify, and create new account calls as required. For more information, see "Modifying Call Information for an Account".
Review and modify as required the account's associated contacts, addresses, affiliated contacts, account relationships, and attachments. For more information, see the following:
Sales representatives typically perform the following tasks when conducting customer calls:
Review, modify, and create new calls as required.
For more information, see the following:
Review and modify as required the call's associated attendees, promotional items, samples, product details, literature, and presentation detail information.
For more information, see the following:
Deliver personalized content and presentations to customers and capture feedback as required.
For more information, see "Using the PCD Viewer in Siebel Mobile".
Record signatures for calls.
For more information, see "Capturing Signatures for Calls".
Submit calls for processing.
For more information, see "Submitting a Call for Processing".
Review the validation results for a call as required to determine any errors in the call data.
For more information, see "Managing Accounts for Siebel Pharma".