Business Requirements that Siebel Workflow can Meet

Siebel Workflow can provide the following types of functionality:

  • Escalating an event, such as a Service Request exceeding its Service Level Agreement window.

  • Routing and assigning work.

  • Enforcing authorization and transition rules.

Using Siebel Workflow Processes help to ensure:

  • Efficiency

  • Quality of Service

  • Contractual obligations are met

  • Maximization of profitability

Examples of Meeting Business Requirements

A service department can use a Workflow Process that meets the following business requirements:

  • Implement standards to process calls. If Siebel CRM assigns a Severity 1 call, then send an email to the new owner.

  • Meet contracted service agreements. If a customer purchases a support agreement, then make sure a callback occurs within two hours and make sure the problem is resolved within four hours.

A sales department can use a Workflow Process to meet the following business requirements:

  • Implement discount authority. If a sales representative quotes a discount that exceeds the maximum discount allowed, then get the approval of the district sales manager or VP of Sales.

  • Manage the pipeline. To promote sufficient levels of prospects at each stage of the sales cycle, each sales representative manages their own pipeline. If an area of the pipeline requires attention, then alert the representative or manager.

  • Make sure forecasting is accurate. If a user forecasts an opportunity but never closes it, then flag the opportunity. If a forecast includes a wide discrepancy from the actual revenue, then flag the opportunity.