Scenario for Managing Products and Pricing

These scenarios feature sample tasks performed by a Siebel administrator and a customer service representative. Your company might follow a different workflow according to its business requirements.

In this scenario, end users are the customer service representatives who answer customer calls. They use the Products screen to:

  • View lists of products

  • Obtain information about each product, which includes the product line, products code, rates, fees, key features and benefits, and description

  • Compare products by feature

  • View literature about a product

  • View and create news items associated with a product

The Siebel administrator is responsible for administering Siebel Finance and requires administrative responsibilities to:

  • Create a new product line

  • Define a new product

  • Set product fees, rates, and conditions