2Demo Users for Siebel Business Applications

Demo Users for Siebel Business Applications

This chapter identifies demo users applicable to the Siebel Sample Database you install for the following Siebel Business Applications:

Note: For more information about using a demo user to log in to a Siebel demo application, see Siebel Installation Guide for the operating system you are using.

Siebel Call Center

The following table lists the demo users for Siebel Call Center.

Username and Password Name / Title Application Primary Responsibility Role

CCHENG

Casey Cheng / Universal Agent

Siebel Call Center

Universal Agent

Cheng handles service requests of all types: emails, inbound calls, and Web collaboration session requests. In addition, he executes outbound call campaigns.

TARNOLD

Ted Arnold / Telesales Representative

Siebel Call Center

Telesales Representative

Arnold primarily executes inbound and outbound telemarketing and telesales calls.

VTAYLOR

Vic Taylor / VP Call Center

Siebel Call Center

Call Center Manager

Taylor’s responsibilities for the day-to-day operations of a Call Center make him a regular user of Siebel Call Center Administration functions. He uses the Siebel Analytics function to evaluate performance and ROI and to make strategic decisions based on the analyses.

EMODI

Emily Modi /Engagement Manager

Siebel Call Center

Consulting Manager

Modi is responsible for managing a consulting practice business, including opportunity management, client relationships, contracts and agreements, and financial reporting and management.

GABBO

Glen Abboline / Information Technologist

Oracle Professional Services

Consultant

Abboline is responsible for day-to-day project management, including staffing requests.

GCLARK

Gary Clark / Consultant

Oracle Professional Services

Consulting Manager

Clark is responsible for managing a consulting practice business.

Siebel Customer Order Management

The following table lists the demo users for Siebel Customer Order Management.

Username and Password Name / Title Application Primary Responsibility Role

JADAMS

Jamie Adams / VP of Information Technology

Siebel Customer Order Management

Web Corporate User

Adams uses Siebel eCatalog to navigate through product offerings, Siebel Configurator and Pricer to configure and price orders, and Siebel eSales to check out online sales information.

MCARLSON

Mike Carlson / VP of Sales

Siebel Customer Order Management

Web Purchasing Manager

Carlson works at Marriott International, a customer of Oracle. He uses the Siebel online self-service products to answer questions, find solutions to his problems, and gather information about Siebel products Marriott has bought or is considering buying.

Siebel ERM

The following table lists the demo users for Siebel ERM.

Username and Password Name / Title Application Primary Responsibility Role

APARKER

Ashley Parker / Product Line Manager

Siebel ERM Administrator

ERM User, Siebel Administrator

Parker is an employee who sets objectives, takes training classes, files SRs. Parker also is an administrator who can perform all administrative functions.

JRUBIN

Jason Rubin / Director, Product Marketing

Siebel ERM

ERM Manager, ERM Analytics Manager

Rubin is the person used most frequently in ERM Demos. Rubin is a mid-level manager in the organization who has approval capabilities, a number of layers of employees under him in the organization, a view of certain analytics dashboards, and the ability to act like an individual contributor.

MSALTEN

Mark Salten / Vice President, Information Technology and CIO

Siebel ERM

ERM Manager, ERM Analytics HelpDesk

Salten is a CIO who can view key metrics related to internal HelpDesk performance.

EHOLDEN

Ed Holden / Senior Vice President, Product Marketing

Siebel ERM

ERM Manager, ERM Analytics VP

Holden is a vice president who approves comp plans, views overall organization analytics, and is Jason Rubin’s Manager.

TSMITH

Tom Smith / Chairman and CEO

Siebel ERM

ERM Manager, Executive Analytics User

Smith is an executive who views key analytics and sets the corporate strategy.

Siebel Field Service

The following table lists the demo users for Siebel Field Service.

Username and Password Name / Title Application Primary Responsibility Role

DCOLLINS

Dana Collins / Dispatcher

Siebel Service

Dispatcher

Collins is responsible for addressing customer issues when personnel must be sent onsite.

FROBERTS

Fred Roberts / Field Service Engineer

Siebel Service

Senior Field Engineer

Roberts is a field service engineer working for Oracle’s Service Team. He is responsible for carrying out field repairs and replacing defective parts. He is also a mobile application user.

JORMSBY

Jack Ormsby / Field Technician

Siebel Mobile application for Siebel Service

Field Technician

Field technician using the Siebel Mobile application for Siebel Service.

SMURPHY

Seth Murphy / Service Manager

Siebel Service

Service Administrator

Murphy manages all service operations.

Siebel Marketing

The following table lists the demo users for Siebel Marketing.

Username and Password Name / Title Application Primary Responsibility Role

MMARINO

Mary Marino / Email Marketing Manager

Siebel Marketing

Campaign Administrator

Marino uses Siebel Email Marketing and Siebel Web Marketing to create email and web campaigns.

PMILLER

Pat Miller / Vice President, Marketing

Siebel Marketing

Marketing Executive

Miller uses Siebel Marketing and Marketing Resource Management to plan, manage and monitor the effectiveness of the organization’s marketing activities.

MMAY

Marion May / Marketing Manager

Siebel Marketing

Marketing Program Manager, Marketing Planning Manager

May uses Siebel Marketing to plan and execute marketing programs and campaigns.

EMENDIS

Ed Mendis, Event Manager

Siebel Events Manager

Events Manager

Mendis uses Siebel Events Manager to plan and manage marketing events.

Siebel PRM

The following table lists the demo users for Siebel PRM.

Username and Password Name / Title Application Primary Responsibility Role

CELLIS

Cory Ellis / VP of Channels

Partner Manager

Channel Operations Manager

Ellis performs analysis of partner programs, product sold, pipeline and other analytics features, CHAMP initiatives created as a result of analytics and forecasting total visibility into expected partner revenue.

CMAX

Chris Max / Channel Marketing Manager

Partner Manager

Channel Marketing Manager Analytics User

Max uses Siebel Partner Manager to manage relationships with consulting partners.

CMORRIS

Colby Morris / Partner Manager

Partner Manager

Channel Account Manager

Morris uses Siebel Partner Manager to manage the relationships with the reseller partners he is responsible for. He drives marketing, sales and service through the partner organization, and assesses the overall performance of the partner organization.

TANGEL

Ted Angel / Senior Channel Executive

Partner Portal

Channel Executive

N/A

OMANN

Owen Mann / Partner Operations Agents

Partner Operations Manager

Partner Operations Analytics User

Mann has Delegated User Administration: partners can set up, modify and delete users.

Delegated Product Catalog and administer complementary product offerings.

Opportunity Assignment: new opportunities get assigned to partner employees using Assignment Manager.

RMARLOW

Robin Marlow / Partner Sales Manager

Partner Portal

Partner Executive

Marlow uses Siebel Partner Portal to work with Oracle and to improve the effectiveness of all interactions with her customers, whether for marketing, sales or service purposes. She is also a mobile application user.

SREED

Shawne Reed / Partner Marketing Agent

Partner Portal

Partner Marketing Agent

Reed performs campaign administration to set up campaigns and add contacts. He can also submit a fund request to support a campaign.

SMEIZEN

Sandy Meizen / Partner Service Manager

Partner Manager

Partner Sales Representative - Mobile

Meizen can collaborate on projects. Solutions access to knowledge base with FAQs, troubleshooting guides, instructions, and so forth.

Siebel Sales

The following table lists the demo users for Siebel Sales.

Username and Password Name / Title Application Primary Responsibility Role

MSTERN

Madison Stern / Regional Manager

Siebel Sales

Sales Manager

Stern uses Siebel Sales to manage all personal and team Sales and Forecasting information. Also uses the Siebel Mobile application for Siebel Sales.

NSACHS

Nancy Sachs / VP Sales, North America

Siebel Sales

Multi-Organizational Manager

Sachs uses Siebel Sales to manage personal, team, and organizational Sales and forecasting information. She also performs analysis on revenue pipelines and forecast.

TSMYTHE

Terry Smythe / District Manager

Siebel Sales

Field Sales Representative

Smythe uses Siebel Sales to manage all personal Sales and Forecast information. Also uses the Siebel Mobile applications for Siebel Sales and Siebel Service.

JKATZ

Jamie Katz / Field Sales Representative

Siebel Mobile application for Siebel Sales

Route Sales

Sales representative using the Siebel Mobile application for Siebel Sales.