Managing Your Partners

The other chapters of this book focus on how to share information with your partner. This chapter focuses on tools you would use to track information about your partners, to train your partners, and to communicate with your partners.

As part of your relationship with partners, you can use Siebel PRM to train partner employees, certify partner companies, plan partner management activities, measure partners’ performance, and keep other records about your partners. It includes the following topics:

About Tracking Partner Information

You can track partner information in the following ways:

Using the Partner and Partnership Profile

Siebel PRM lets you work with two profiles:

Partner Profile. A partner profile includes information about the partner or prospective partner company’s business.
Partnership Profile. A partnership profile includes information about your company’s relationship with the partner company.

The Partner Profile

You can use the Partner Profile screen to enter information about the partner company for your own use, such as its annual revenues, its number of employees, its sales revenues, and so on.

If this company applied to be a partner through your Siebel PRM Portal, it filled out a partner profile form. You can use the Partner Profile screen to view the information that it entered.

To enter or view a partner company profile

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner whose profile you want to display.
Navigate to the Profile view.
If the Partner Profile is not already displayed, navigate to Partner Profile view.

Enter or view the information in the following table about the partner company in the Partner Profile form.

Field	Description
Description of Business	A short description of the partner company’s business and background.
Annual Revenue	The partner company’s annual revenues.
Markets	The market segments in which the partner operates.
# of Employees	The number of employees at the partner company.
# of Sales Employees	The number of employees in the partner company’s sales organization.
# of Service Employees	The number of employees in the partner company’s service organization.
Growth Strategies	The partner’s growth strategy.
Routes to Market	The partner’s routes to market.
Expertise	A list of the partner company’s special skills.
Other Program Membership	Other companies with which the partner has a relationship. (This partner is a member of these companies’ partnership programs.)
Partner's Competitors	A list of the partner company's competitors.

In the Products list, enter the partner’s products and services that are relevant to your company. Add new records to the list, and enter the information in the following table in their fields.

Field	Description
Name	The name of the partner’s product or service.
Version	The version of the partner's product or service.
Description	A description of the partner’s product or service.
Service Product	Select this flag if the product is a service.
Sales Product	Select this flag if the product is a sales-related product.
Part #	Enter the part number associated with the product or service.
Type	Enter the type of product.

In the Related Products list, add the brand owner company’s products that are related to the partner’s products that you entered. Add new records to the list, and enter the information in the following table in their fields.

Field	Description
Product	The name of the brand owner’s product or service.
Relation	Indicates the relationship of the brand owner’s product to the partner’s product. Examples are Component, Bundled, and Cross-Promoted.
Integration Status	Indicates the status of integration between the brand owner's product and the partner's product. Examples are Integration In Progress and Integration Completed.
Description	A description of the product.
Vendor	Vendor name of the product.
Effective Start Date	The start date of the validated relationship between the brand owner's product and the partner's product.
Effective End Date	The end date of the validated relationship between the brand owner's product and the partner’s product.
Orderable	Indicates whether the product is orderable.

To work with a partner company profile

Modify a record by selecting a field and changing the information.

Entering the Partnership Profile

The Partnership Profile screen holds information about your relationship with the partner company and the way you work together, and so it supplements the partner profile, which holds information about the partner company itself.

When you are first planning how you can work together with a partner company, the Partnership Profile screen lets you clarify your future relationship by discussing the items on this screen with people at the partner company.

To enter or view a partnership profile

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner whose partnership profile you want to display.
Navigate to the Profile view.
Navigate to Partnership Profile view, if the partnership profile is not already displayed.

Enter or view information in the following table about this partnership in the Partnership Profile form.

Field	Description
Description of Partnership	Enter a general description of the partnership.
Channel Sales Growth Rate	Enter the annual growth rate of the partner’s sales of your products.
Yearly Channel Sales	Enter the partner’s yearly sales of your products.
Quarterly Channel Sales	Enter the partner’s quarterly sales of your products.
Start Date	Enter the date when the partnership was initiated.
End Date	If the partnership is terminated, enter the termination date.
Renewal Date	Enter the date when the partnership is to be renewed.
Fees Paid	Select this flag to indicate that the partner has paid membership fees.
Internal Benefit	Enter the benefit of this partnership to your company.
Partners Benefit	Enter the benefit of this partnership to the partner company.
Satisfaction Index (1 - 10)	The channel manager can use this field to rate this partnership on a scale of 1 to 10.
Joint Markets	Select the market segments in which you and this partner jointly operate.
Joint Routes to Market	Enter a description of your company’s and the partner's joint routes to market.
Joint Growth Strategy	Enter a description of your growth strategy for this partnership.

In the Product Line list, enter your product lines that are relevant to this partnership, such as lines of products that you expect the partner to resell. Add new records to the list, and enter the information in the following table in their fields.

Field	Description
Product Line	Choose a product line from a list of your company’s product lines.
Description	A description of the product line is entered automatically.
Products	A list of products in this product line is entered automatically.
Product Line Manager	The name of the product line manager is entered automatically.

Entering Partner Management Activities

You often want to record activities that you perform to manage your partners, such as a telephone call you must make or a meeting you scheduled. You can list these activities on the Partners screen, Activities view. For more information about activities, see Siebel Applications Administration Guide.

To enter a partner management activity

Activities you add in the Partners screen are generally for your own use. However, you can also assign them to your own employees or to partner employees by selecting an employee’s name in the Assigned To field.

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner to which the activity applies.
Navigate to the Activities view.
In the Activities list, add a new record.
Fill in the fields with the details of the new activity.

To work with partner management activities

Use the following procedure to work with partner management activities.

Modify a record by editing the information in its fields.
Delete a record by selecting it, clicking the menu button, and then clicking Delete Record.
To display a list of your activities, including your partner management activities, navigate to the Activities screen.

Entering Partner Management Activity Plans

Siebel business Applications make it possible to create activity plans, which are templates that include lists of activities that are often performed in sequence. Using activity plan templates makes it easier to create complicated series of activities. If your company’s Siebel Business Applications administrator has created these templates, you can use them through the Partner Activity Plans view.

For example, you might often organize marketing events together with your partners. Organizing a marketing event requires a sequence of activities that are fairly standardized. You can create an event organization activity plan that includes these standard activities.

When you want to organize an event, use this activity plan, and assign each activity in it to the person who is responsible for it. For more information about activity plan templates, see Siebel Applications Administration Guide.

Generally, the activity plans that you add in the Partners screen are for your use. However, you can also assign these activities to your own employees or to partner employees by selecting an employee’s name in the Activity record’s Assigned To field.

To enter a partner management activity plan

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner to which the activity plan applies.
Navigate to the Activity Plans view.
The Activity Plans list appears.
In the Activity Plans list, add a new record.
Fill in the fields with the details of the new activity. Use the Template field list to choose an existing template.
The activities from that template are listed in the Activities list.

To work with partner management activity plans

Use the following procedure to work with partner management activity plans.

Delete a record by selecting it, clicking the menu button, and then clicking Delete.
To display a list of your activities, including activities from your partner management activity plans, navigate to the Activities screen.

Entering Partner Agreements

It is often useful to have a list of the agreements that you have made with a partner company to refer to when you want to look up a specific agreement. Use the Partner Agreements view to record the agreements that you have made with your partners. For more information on agreements, see the chapter on agreements in Siebel Applications Administration Guide.

Note: The partner agreements that appear in the Partners screen are not to be confused with service agreements with your customers. Partner agreements are agreements between the brand owner and partner company.

To enter partner agreements

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner with which you have made the agreement.
Navigate to the Agreements view.
In the Agreements list, click the menu button, add a new record Record to add a new record to this list, and then enter the details of the agreement.

To work with partner agreements

Use the following procedure to work with partner agreements.

Modify a record by selecting a field and changing the information.
Delete a record by selecting it, clicking the menu button, and then clicking Delete.

Adding Partner Company Attachments

When you attach documents to a partner company’s record, you can access them when you are working with that partner company. For example, if you write a report about a partner company, you can attach it to that company’s record. Use the Partner Attachments view to attach files to partner records.

To enter partner company attachments

The attachments you add in the Partners screen are for your company’s use. Your partners cannot access them. To share files with a partner, you must add attachments to Account, Contact, or Market Development Fund records, which the partner can access.

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner to which you want to add the attachment.
Navigate to the Attachments view.
In the Attachments list, add a new record.
The Attachments Form appears.
In the Attachments Name field, click the Multiple Select button.
The Add Attachment File dialog box appears.
Browse to locate the file you want to attach to the partner company record and click Open.
The name of the file is entered in the File Name field of the new Add Attachment dialog box.
Add a record.
The name of the file appears in the Attachment Name field.
Fill out the other fields in the Attachments record.

To work with partner attachments

Use the following procedure to work with partner attachments.

Modify a record by selecting a field and changing the information.
Delete a record by selecting it, clicking the menu button, and then clicking Delete.
Display the contents of the attached file by clicking its name in the Name field.

Entering Partner Contacts

The Contacts list keeps track of your business contacts at the partner company.

Partner employees must be in the Contacts list to be included in partner organization charts. You can also add contacts when you are creating an organization chart; these new contacts are added to the Contacts list. For more information on contacts, see Siebel Applications Administration Guide.

Note: Adding a contact in the Partner Contacts view does not give that contact access to the Siebel PRM Portal. If you want partner contacts to have access to Siebel PRM, you must also add them in the User Assignments list of the Administration - Partner screen, or they must be added by the delegated administrator at their own company. For more information, see Working with Partner Programs.

To enter partner company contacts

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner company where the contact is an employee.
Navigate to the Contacts view.
In the Partner Contacts list, add a new record.
Enter information about the contact.

Entering Partnership Contacts

The Partnership Contacts list keeps track of the key people who manage this partnership. It includes the following:

Key partner contacts. These employees of the partner company are responsible for managing the partner relationship.
Internal owners. These employees of the brand owner company are responsible for managing the partner relationship.

For more information on contacts, see Siebel Applications Administration Guide.

Note: Partner employees must be in the partner Contacts list, described in the previous topic, for you to be able to select them to be added to the Partnership Contacts list.

To enter partnership contacts

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner company where the contact is an employee.
Navigate to the Partnership Contacts view.
The Key Partner Contacts list appears.
In the Key Partner Contacts list, add a new record.
The Key Partner Contacts form appears.
Click the Single Select button for the Last Name field.
The Pick Contact dialog box appears, listing employees already added to the partner Contacts list.
Select the record for the contact you want to add, and click OK.
The fields in the Key Partner Contacts form are filled out with information about this contact.
In the Internal Owners list, add a new record.
In the Add Positions dialog box, select the person in your company who is the internal owner of this partnership contact. You can select more than one internal owner.

Adding Notes About a Partner Company

Partner notes let you enter text information about partner companies. For example, if a partner gives you driving direction to its office, you can enter the information in a note added to that company’s record.

This information can be exclusively for your use or can be shared with colleagues in your company:

Private Notes. These notes are visible only to the person who entered them.
Shared Notes. These notes are visible to anyone in the brand owner company who can see the partner’s records.

To enter notes about a partner company

You and others in your company can use the Partner Notes view to enter notes about your partners.

Note: Partner employees do not have access to shared notes. They are used for sharing information within the brand owner company.

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner to which the note applies.
Navigate to the Notes view.
If the proper type of note is not already displayed, navigate to Private Notes or Public Notes view.
In the Notes list, add a new record.
Enter the note as text in the Description field of the new record.

To work with notes about a partner company

Use the following procedure to work with notes about a partner company.

Modify a record by selecting a field and changing the information.
Delete a record by selecting it, clicking the menu button, and then clicking Delete.

Creating a Partner Company Organization Chart

When you display a company organization chart of a large partner company, you can see every employee’s position at a glance. Siebel PRM lets you define the hierarchy shown in the organization chart by specifying the manager for every contact. Select the appropriate person in the Manager field of the Contact record.

Everyone in the organization chart must be on your contact list for that partner company. You can add new contacts in the Partner Organization Analysis view while you are working on the organization chart, and they are also visible in the Partner Contacts view.

The lower form in the Partners Organization Analysis view has a list next to its name. Use this list to toggle between a Contacts view, which has a list of your partner contacts, and an Organization Analysis view, which has an organization chart. If the chart appears when you first open it, you must use this list to display the Contacts list in order to select each contact’s manager. You can also use the Contacts list to add new contacts.

To create a partner company organization chart

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner company whose organization chart you want to create.
Navigate to the Organization Analysis view.
The Partner Organization Analysis view appears.
If the lower form is Contacts list, go on to Step 6. If the lower form is Organization Analysis, select Contacts from the list.
Select the partner employee whose manager you want to specify.
Click the Single Select button for the Manager Last Name field.
The Pick Manager dialog box appears.
Select the person’s manager and click Pick.
Repeat Step 6 and Step 7 to select a manager for each of the partner contacts.
Select Organization Analysis from the list to display an organization chart for the partner company.

To work with partner company organization charts

Use the following procedure to work with partner company organization charts.

Maintain the chart whenever the company’s structure changes by using the Pick Manager dialog box to change Manager Last Name fields as needed.
View the chart at any time by selecting the record of the partner company in the Partner screen and navigating to the Organization Analysis view.

Uploading Partner Logos

The Siebel PRM Portal allows a partner to upload its company logo. You can use the partner logo for collaborative presentations or proposals that you want to co-brand.

The partner can upload multiple logos, because you might need its logo in different formats to use in different media. For example, you use .gif or .jpg format to display on the Web, and you might need a higher quality format for printed material.

The partner uploads logos by clicking on the Profile link, displaying the Company profile, and then displaying the Logos list. The partner can add a record to this list and select the graphics file for the logo.

After these logos are approved by the brand owner, the partner can specify which logo is displayed in the Partner Locator by selecting it in the Partner Profile Logo field of the Company Profile form. The brand owner can also specify which logo is displayed in the Partner Locator by selecting it in the Partner Profile Logo field in the Partner screen of the Siebel PRM Manager. Both partner and brand owner can access this field, and can use it to select a logo of the type jpg, bmp, gif, or another Web format to be displayed.

You must approve logos that the partner has uploaded before they can be used. When a partner submits a logo, its status defaults to submitted. You approve it by changing the status to approved. The partner can view the status in the Siebel PRM Portal but cannot change it.

To approve or access a partner logo

You use the Siebel PRM Manager to approve, access and use all the partner’s logos.

Navigate to the Partners screen, then the Partner List view.
In the Partners list, select the partner company whose logos you want to work with.
Navigate to the Logos view.
To approve a logo, in the Status field of its record in the Logos list, select Approved.
To access a logo, in the Logos list, click the file name.
When you drill down on the file name, the Logo Details view appears, where you can see the logo.

Process of Certifying Your Partners

You can set up partner certification programs to give your partners an opportunity to improve their skills and let your customers know which partners are most skilled.

For example, you might enroll new partner companies as silver partners. When a partner company’s employees have taken ten training courses, answered 20 customer service requests, and generated $20 million in revenue, you might make the company a Gold partner. Or, when employees have taken 20 training courses, answered 40 customer service requests, and generated $50 million in revenue, you might make the company a Platinum partner.

A partner company can work on several certification programs at the same time. For example, a partner might work on becoming a certified reseller and a certified service provider.

To certify partners, perform the following tasks:

Creating Certification Metrics. Plan and create appropriate metrics for all of your certification programs.
Creating Certification Templates. Set up certification templates that specify the requirements for each level of certification in a certification program.
Associating Certifications with a Partner Company. Associate the appropriate certification template with each partner company.
Recording Partners’ Progress. You can enter the courses partners have taken, or you can set up Siebel Business Process Designer to enter these values automatically. For example, when a partner uses the Siebel PRM Portal to take a training course, Siebel Business Process Designer can increment the value in the Actual# field for that partner’s training courses.
Checking a Partner’s Progress. Display a list of the certifications a partner company is working on, and check the progress on each certification.

You can also check information about partner certifications in the following ways:

You can make partner certification easier with the following configuration: Configuring Autopopulation of Partner Certification Criteria.

Creating Certification Metrics

This task is a step in Process of Certifying Your Partners.

Before you can create any certification templates, you must create certification metrics.

A certification metric lets you find partners who are taking similar certification programs. For example, if you plan to develop a series of certification programs that require partners to take training courses, you could create a metric named # of courses taken. Then, when you evaluate partner performance, you can search on the metric field to list the certification programs that require training courses, and compare the performance of partners working on these programs.

A certification metric also lets you define the criteria for a particular certification. For example, you could define multiple criteria for a partner company to become a Certified Reseller. One of those criteria could be to generate $20 million in revenue. You would define this criterion by choosing a predefined metric named Sales Revenue and assigning a target amount value of $20 million.

A certification metric is not a mathematical formula that measures performance. Performance is measured using the Target and Actual fields of each certification definition. A metric lets you categorize criteria, so you can compare the performance of different partner companies measured using similar criteria.

To add a new certification metric

Navigate to the Administration - Application screen, then the List of Values view.
In the List of Values list, add a new record.
Click the Single Select button.
The Pick Value Type dialog box appears.
Choose CHAMP_METRIC_CD, and click OK.
In the Order field, enter the order in which this metric appears on the list of values in the list for the Metric field of Certification Criteria records.
In the Display Value field, enter the name for the metric to appear in the list for the Metric field of Certification Criteria records.
Click Language Name, and select the language for this record.
Other fields are optional and are not generally used in certification criteria. Fill them out only if you have a special reason to do so.
This metric is added to the Metrics picklist in Certification Criteria records.

Creating Certification Templates

This task is a step in Process of Certifying Your Partners.

A certification template includes general information about a certification program, such as its name and description, and a list of the criteria required for that certification.

For example, you could create a template for companies that want to become Gold partners with two criteria: that a partner company’s employees must take ten training courses and answer twenty customer service requests.

There are three fields that define criteria for certification:

Target #. Enter the target number here when you create the certification template, and enter the actual number in the Actual # field as the certification program is being completed. For example, if you require a partner to resell one hundred of your computers to become a Gold partner, the measurement is the number of computers that a partner sells, so you would enter 100 in the Target # field.
Target Amount. Enter the target amount here when you create the certification template and enter the actual amount in the Actual Amount field as the certification program is being completed. For example, if you require a partner to resell $100,000 of your computers to become a gold partner, the measurement is the amount of revenue for a partner’s sales, so you would enter 100,000 in the Target Amount field.
Condition Clause. If the criterion has a condition, enter a brief description of the condition that the partner company must satisfy when you create the certification template and select True or False in the Condition Met field as the certification program is being completed. For example, if the condition is to have the partner go to a trade show to display your computers, you would select True when the partner goes to the show.

In addition, if you are using the Target # or Target Amount field, you can optionally specify what the target refers to in the Training Course or Product field.

For example, in one certification definition, you might enter 100 as the target number and select Laptop computers as the product, showing that 100 refers to this product. In a second definition, you might enter 100 as the target number and select Printers as the product, showing that 100 refers to this product. Then, the partner would have to resell one hundred laptop computers and one hundred printers to receive this level of certification.

To create a certification template

Navigate to the Partner Certifications screen, then the Certification Templates List view.
In the Certification Templates list, add a new record.

Enter information in the following table about the certification template in the new record.

Field	Description
Template Name	Enter the name of the certification template.
Validity (months)	Enter the number of months that a certification, once gained, is valid.
Created	Displays the date when this certification record was created.
Created By	Displays the employee who created this template record.
Updated	Displays the date when this certification record was last updated.
Updated By	Displays the employee who last updated the certification template.
Active	Leave this field unchecked while you are working on the template. When the template is done, check the field to make the template active, so your partners can see it.
Description	A description of this certification for your own use.

Drill down on the name of the new record.
Navigate to the Certification Criteria view.
In the Certification Criteria list, add a new record.

Enter the criteria from the following table in the new record’s fields.

Field	Description
Condition Clause	If you are using a condition as the target, enter it here.
Metric	Select a metric, which you use to categorize and define your certification criteria.
Target #	If you are using a quantity as the target, enter the target number here.
Target Amount	If you are using an amount as the target, enter the target amount here.
Training Course	Optionally, choose the training course that must be completed as part of the criteria.
Product	Optionally, choose the product that the partner must have sold or been trained on, as a part of the criteria.

Associating Certifications with a Partner Company

This task is a step in Process of Certifying Your Partners.

You can create a certification record for each of your partners and associate these records with certification templates.

You can also set up Siebel Business Process Designer to automatically enter the value Certified in the Status field of the Certification record when values are filled in the Certification Criteria list that satisfy all the requirements of the certification, making the partner company a certified partner. For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.

To create a certification record and associate it with a partner

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner company for which you want to create a certification.
Navigate to the Certifications view.
In the Certifications list, add a new record.

Enter information from the following table in the fields.

Field	Description
Template Name	Click the Single Select button and select a predefined template. The criteria in the Certification Criteria form are automatically filled based on the template chosen.
Certification Name	Enter a name for the certification.
Description	Enter a description of the certification.
Partner	Enter the name of the partner company.
Active	This field is automatically set to true if the End Date is greater than today.
Status	Indicates the status of the certification: In Progress, Not Started, Certified.
Certified Date	The date on which the status is set to Certified is entered automatically when you select this status.
End Date	The end date is entered automatically, set based on the certified date and the validity (in months) defined for the certification template.

Recording Partners’ Progress

This task is a step in Process of Certifying Your Partners.

Partner employees can view certification programs in the Certification view of the Siebel PRM Portal. This view has Actual#, Actual Amount, and Condition Met fields in addition to the Target#, Target Amount, and Condition clause fields whose values you entered when you created the template. Your partners can view these fields to see a certification program’s requirements.

You can configure Siebel Business Process Designer to fill out these fields automatically, based on actions that partner employees take when they register for training courses, or work with Opportunity records, or work with Service Request records, and so on. For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.

Checking a Partner’s Progress

This task is a step in Process of Certifying Your Partners.

At any time, you can look up each certification a partner company is working on and how much progress has been made on each one.

To look up a partner company’s certifications

Navigate to the Partners screen, then the Partner List view.
In the Partners list, drill down on the name of the partner company whose certifications you want to check.
Navigate to the Certifications view.
Certification view appears.
Select any certification record in the Certifications list.
The criteria for that certification are displayed in the Certification Criteria list.
In the Certification Criteria list, compare the Target#, Target Amount, or Condition Clause field for each record with the Actual#, Actual Amount, or Condition Met field for each record.

Displaying Certified Partners

You can display the partner companies that have achieved each of your certification levels in the Partner Certification screen.

To display certified partners

Navigate to the Partner Certifications screen, then the Certification Templates List view.
In the Certification Templates list, drill down on the name of a certification template.
Navigate to the Certified Partners view.
The Certified Partners list includes the partners with that certification.

Displaying Certifications Across Partners

You can display the certifications all of your partners have completed or are working on in the Partner Certifications screen. The list includes the status of each certification.

To view certifications across partners

Navigate to the Partner Certifications screen, then the Partner Certifications List screen, then the All Certifications Across Partners view.
The partner certifications appear.

Configuring Autopopulation of Partner Certification Criteria

When the user adds a Certification child record to a Partner record in the Partner Certification - Certifications Detail view of the Partners screen, the criteria associated with the template selected are automatically populated in the Certification Criteria list.

This autopopulation depends on the following user properties in the Partner Certification business component:

Child Attribute BC
Template Definition BC

Autopopulation also requires that the following business components are configured in the Channel Partner business object using the appropriate links:

Partner Certification
Partner Certification Criteria
Partner Certification Template
Partner Certification Template Definition

The user properties and the business components must be consistent.

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

Navigate to the Partner screen, then Partner List view.
In the Partners list, drill down on the name of the partner company whose training courses you want to see.
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.
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.