Example of Partner Creating Opportunities and Assigning Them to Brand Owner
This topic gives one example of how partners work on opportunities in collaboration with the brand owner. You might use this feature differently, depending on your business model
In this example, opportunities are created by the partner companies and assigned to employees of the brand owner company.
This example is appropriate for your company if your partners generate opportunities for you and you follow up on each opportunity. For example, your partners might generate opportunities by attending trade shows, and your company might follow up on these opportunities through your national sales force.
Entering the Opportunities (Partner)
In this example, your partners develop new opportunities and enter them using the Siebel PRM Portal.
When partner sales agents enter the opportunity, they are automatically added to the sales team as primary. Though the partner sales agents remain on the sales team, they do not work on this opportunity.
To enter a new opportunity through the Siebel PRM Portal
In the Siebel PRM Portal, the partner navigates to the Opportunities screen.
In the Opportunities list, the partner adds a new record.
The partner enters information about the opportunity in the new record.
The partner assigns the opportunity to the brand owner company by adding a brand owner organization in the Organization field.
The opportunity are visible to everyone in that brand owner organization who can display the All Opportunities view.
Assigning Opportunities to Brand Owner Sales Agents (Brand Owner)
Next, you assign opportunities to the appropriate sales agent in the brand owner company. Use Siebel Assignment Manager to assign each opportunity by creating rules based on the employee’s special skill, product lines, geography, or other criteria. For more information about Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.
Notifying Sales Agents (Brand Owner)
Optionally, you can notify the sales agent by email when an opportunity is assigned. You set up rules in Siebel Business Process Designer so it sends the email using the communication server when the rules are satisfied.
As with partners, you can notify the employee only when important opportunities are assigned. For example, you can create a workflow rule saying that email is sent when an opportunity is assigned that involves sales of over $200,000.
Working On the Opportunities (Brand Owner)
Once the opportunity has been assigned to a sales agent at the brand owner company, the employee can view it in Siebel Sales or another Siebel Business Application by displaying the My Opportunities view. Because Siebel products use the same database, you do not have to export this record from Siebel PRM to Siebel Sales.
To view a new opportunity
Navigate to the Opportunities screen, then the Opportunities List view.
Drill down on the name of the new opportunity in the Opportunities list and navigate to the appropriate views to view more details about the opportunity.
Tracking opportunities (Brand Owner)
As your employees work on these opportunities, you can track their progress using the Siebel PRM Manager.
To track an employee’s opportunities
Navigate to the Opportunities screen, then the Opportunities List, and the My Team’s Opportunities view.
Use a Query to search for the employee.
Drill down on the name of an opportunity you want to track, and navigate to the Revenues and Activities view.
The revenue items and activities attached to that opportunity appear.