Siebel CRM Partner Relationship Management Administration Guide Siebel 2018 E24800-01 |
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Siebel's Application Services Interfaces (ASIs) allow you to integrate Siebel business Applications with other applications in real time.
Two features of Siebel PRM use ASIs:
Opportunity Transfer. Use this feature if some of your partners have their own CRM systems and do not want to use the Siebel PRM Portal to share opportunities. Opportunity transfer synchronizes your Siebel database with the partner's CRM system. You can transfer opportunities and the contacts, revenues, notes, and activities associated with them to your partner's CRM system, or you can query the partner's system to transfer their opportunities to your Siebel system. For more information about how opportunity transfer can be used in your business, see Chapter 9, "Managing Sales with Siebel PRM."
Shopping Cart Transfer. Use this feature if your company wants to make sales through its own Web site but wants distributors or other partners to fulfill the orders. The customer can use Siebel Sales on your Web site to create a shopping cart and transfer the shopping cart to a partner's site for fulfillment. For more information about how shopping cart transfer can be used in your business, see Chapter 12, "Managing Partner Commerce."
For general information about ASIs, see Siebel Application Services Interface Reference. This chapter provides the following information that is specific to Siebel PRM:
Setting Up ASIs. You must set up the ASIs shipped with Siebel PRM before you can use them. This chapter provides the procedures that you must perform to set up these ASIs.
ASI Workflows. You might want to modify the way that Siebel PRM calls its ASIs to customize it for your business. This chapter documents the workflows that you might want to modify to change the ways that ASIs are called.