Managing Agreements for a Commercial Customer
An account manager has been working with a commercial customer for the past two months on an opportunity to supply 100 new subscriptions and rented handsets to the customer’s office. Account information for the customer is already present in Siebel Communications. Over the past two months, the account manager has created and maintained the opportunity, quotes, and proposals in Siebel Communications.
After reviewing several proposals and discussing different offerings and services, the company’s owner has accepted the account manager’s most recent proposal and has requested a service agreement for the current quote.
First, the account manager creates an agreement record with basic information such as account name, effective date, and a general description of products and services to be covered. He next selects the appropriate terms to add to the agreement and specifies contacts for this agreement. Next, he creates an order. When the order is created, Siebel Communications associates the new service with the agreement.
The account manager then uses Siebel Communications to generate a physical service agreement. Using a predefined agreement template that the account manager selects, Siebel Communications automatically assembles sections from the agreement library and adds the information the account manager entered for the agreement record and its associated terms and contacts.Siebel Communications then places the text in a Microsoft Word document. If necessary, the account manager can manually edit the Word document to personalize it for the customer.
Finally, the account manager prints the finished service agreement for the owner’s approval and signature.
The following image shows the sequence of procedures that might be used to manage commercial agreements. The steps in the procedure are as follows:
Create and maintain opportunity, quotes, and proposals.
Create agreement.
Create order.
Revise agreement (if necessary).
Send agreement to customer for signature.
Fulfill order.
