About Configuring Workflows for the Producer Success Model

In Oracle CRM On Demand, you can use workflow rules to specify that one or more actions must be performed automatically each time a specified event occurs. You can configure as many workflow rules as you want to implement your business processes.

The Producer Success Model in Oracle CRM On Demand is a framework that uses workflow rules to automate the creation of activities, allowing insurance agents or financial advisors to follow up their leads and stay in touch with their clients on a regular basis.

In the Producer Success Model, the following terms are used:

• Producer. A producer is an insurance agent or financial advisor.

• Client. A client is a contact with whom your company maintains a relationship on a long-term basis so that you can monitor changes in the client's situation and identify opportunities to cross-sell additional products to the client. Clients usually also seek advice on which products fit their needs.

To support the Producer Success Model, you configure a set of workflow rules and actions. The workflow rules that are specific to the Producer Success Model include:

• A workflow rule that creates a task to call the lead on the next working day every time a new Lead record is created. For more information about this workflow rule, see Workflow Rule for Creating a Referral Call When a New Lead is Created.

• Workflow rules that create a followup task to call a lead, based on the value in the Call Result field in the Task Detail page. For more information about these workflow rules, see Workflow Rules for Creating Followup Calls Based on Call Results.

• Workflow rules that create tasks to help producers to keep in regular contact with clients. For more information about these workflow rules, see Workflow Rules for Scheduling Calls with Clients.

For more information about Producer Success Model workflows, see 1801375.1 (Article ID) on My Oracle Support or from Oracle CRM On Demand — Training and Support Center.