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Siebel CRM Partner Relationship Management Administration Guide
Siebel 2018
E24800-01
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About Communicating with Your Partners

Siebel PRM allows you to use partner satisfaction surveys to measure how satisfied your partners are with their working relationship with your company. For more information, see "Administering Partner Satisfaction Surveys".

Administering Partner Satisfaction Surveys

Partner satisfaction surveys allow you to measure how satisfied your partners are with their working relationship with your company.

Partners employees can go to the Partner Satisfaction screen of the Siebel PRM Portal, click a link to display the survey, answer a series of multiple-choice questions, enter free-form comments, and submit the survey.

Viewing the Results of Partner Satisfaction Surveys

The brand owner can use the Partners screen to display the results of these surveys. These results help them develop plans to improve their working relations with their partners.

To view the results of partner satisfaction surveys  

  1. Navigate to the Partner screen, then Partner List view.

  2. In the Partners list, drill down on the name of the partner company whose training courses you want to see.

  3. Navigate to the Survey view.

    A list of all surveys submitted by employees of that partner company appears, with fields that represent overall satisfaction and the questions in each survey.

  4. Select a record in the Survey list and scroll down to see the Partner Satisfaction Survey form, which includes the full questions and answers for the survey, and the Satisfaction Level form, which lets you view several charts of the overall satisfaction level for the survey.

Configuring Partner Satisfaction Surveys

You can use the partner satisfaction surveys that are provided with Siebel PRM, or you can change these surveys by configuring them using Siebel Tools.

For more information about using Siebel Tools, see Using Siebel Tools.