1. Assignment Manager Administration Guide
  2. Scenario for Using Assignment Manager in Sales Organizations

Scenario for Using Assignment Manager in Sales Organizations

This scenario gives one example of how you can use Assignment Manager in a sales organization. You might use Assignment Manager differently, depending on your business model.

Sales organizations typically have to distribute opportunities and accounts to the proper people within the organization. Assignment of sales opportunities must take place quickly so that sales representatives can respond to potential revenue-generating opportunities. Information must also be readily available to salespeople to close the maximum number of sales possible.

Assignments in sales organizations are commonly made to positions responsible for a territory. Mobile salespeople, who are not connected to a network, can share information and work as a collaborative sales force on sales opportunities. Sales organizations can therefore use the talents of their salespeople within their entire organization.

Siebel Assignment Manager allows you to create territories for positions using a wide variety of criteria. By assigning objects to positions, you can have one sales representative inherit the opportunities, accounts, and contacts from another sales representative by reassigning the employee responsible for a specific position.

After you have created the territories using assignment criteria, a major territory realignment can negatively affect your system resources. If the realignment is large, Assignment Manager might create a volume of transactions for Mobile Web Clients, which increases synchronization time drastically. To avoid this problem, you can run a database extract server task (DbXtract) again and have the Mobile Web Clients initialize their local databases. Because the time required to run a database extract server task for multiple clients can be significant, try to coordinate territory realignments with database extracts to occur during a time of low system utilization.

Because sales organizations typically distribute their accounts and opportunities based on territories, create sales assignment rules based on these territories.

For more information about:

  • Territory alignments, see Siebel Territory Management Guide.

  • Database extracts, see Siebel Remote and Replication Manager Administration Guide.

  • Running server tasks, see Siebel System Administration Guide.