Introducing Siebel Applications

Содержание

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Module 1: Introducing Siebel Applications

Module 1: Introducing Siebel Applications

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Module Objectives To understand the term Customer Relationship Management (CRM) To

Module Objectives

To understand the term Customer Relationship Management (CRM)
To describe Siebel

CRM and Identify the common entities found in Siebel CRM
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Customer Relationship Management (CRM) "CRM is the business strategy that aims

Customer Relationship Management (CRM)

"CRM is the business strategy that aims to

understand, anticipate, manage and personalize the needs of an organization's current and potential customers"
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Introduction to Siebel Applications Siebel CRM Applications are available tailored for:

Introduction to Siebel Applications

Siebel CRM Applications are available tailored for:
- different types

of customers, partners or employees interaction and channel (Horizontal Applications)
- different types of Industries (Industry Applications)

Industry Applications

Siebel Consumer Sector Siebel Life Sciences
Siebel Energy Siebel Public Sector
Siebel Financial Services Siebel Travel & Transportation

Horizontal Applications

Employee Applications Customer Applications Partner Applications
Siebel Call Center Siebel eSales Siebel Partner Manager
Siebel Service Siebel eService Siebel Partner Portal
Siebel Sales Siebel Orders
Siebel Pricer

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Employee Application: Siebel Sales Siebel Sales application is used by a

Employee Application: Siebel Sales

Siebel Sales application is used by a company’s

employees (Sales Representatives, Sales Managers) to manage Accounts, Contacts, Sales Opportunities and to forecast the revenues.

Siebel Sales Opportunities Screen

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Employee Application: Siebel Call Center Siebel Call Center application is used

Employee Application: Siebel Call Center

Siebel Call Center application is used by

a company`s telesales and service representatives.

Siebel Call Center Service Screen

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Customer Application: Siebel eSales Siebel eSales application is used by customers

Customer Application: Siebel eSales

Siebel eSales application is used by customers to

purchase products over the web.
Includes an interactive product catalog, search and product comparison mechanism and online ordering capabilities.

Product catalog

Shopping cart

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Partner Application: Siebel Partner Portal Siebel Partner Portal application is used

Partner Application: Siebel Partner Portal

Siebel Partner Portal application is used by

a company`s partners to communicate, collaborate and conduct business with a Web-based interface.

Partner Portal Opportunities screen

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Types of Siebel Interfaces (UI) Siebel UI is rendered in one

Types of Siebel Interfaces (UI)

Siebel UI is rendered in one of

the two modes
High Interactivity Mode
is available for employee applications supporting highly interactive users.
requires Internet Explorer (check documentation for versions)
provides additional functionality (using additional code such as Active X controls)
has drag-and-drop for setting column width
reduces number of page refreshes
has menu bar and tool bars
has implicit save
Standard Interactivity Mode
is available for customer and employee Applications.
behaves like typical HTML based Web Application.
is available on a wide variety of browsers.
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Differences between User Interfaces The following features are supported only by

Differences between User Interfaces

The following features are supported only by high

interactivity:
Client-side scripting.
with access to Siebel objects on the client side
Interactive controls.
like calculator, calendar date/time selector
Implicit save.
saves the record without having to press the save button
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Common Business Entities in Siebel Application A business entity is something

Common Business Entities in Siebel Application

A business entity is something which

is of business interest in the real world
Siebel Application refers to these entities as Business Components
Examples
Accounts
Contacts
Opportunities
Service Requests
Assets
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Common Siebel Business Components Accounts Contacts Opportunities Service Requests Assets

Common Siebel Business Components

Accounts
Contacts
Opportunities
Service Requests
Assets

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Accounts An account is a business external to your company Represents

Accounts

An account is a business external to your company
Represents a current

or potential client, a business partner or a competitor with whom you do business
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Contacts Contacts are the people with whom you do business They

Contacts

Contacts are the people with whom you do business
They have the

following characteristics
Name
Job Title
Email Address
Work Phone #, Mobile Phone #, Home Phone #
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Opportunities Opportunities are potential revenue-generating events They have the following characteristics

Opportunities

Opportunities are potential revenue-generating events
They have the following characteristics
Possible Association with

an Account
Potential Revenue
Probability of Completion
Status of Lead
Close Date
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Service Requests Service Requests are requests from customers for information or

Service Requests

Service Requests are requests from customers for information or assistance

with a problem related to products or services purchased from your company
They have the following characteristics
A Status
A Severity Level
A Priority Level
Association with an Account
A Single Owner
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Assets Assets are instances of purchased products They have the following

Assets

Assets are instances of purchased products
They have the following characteristics
An asset

number
A product and part number
Status level