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Introducing Siebel Applications презентация
Содержание
- 1. Introducing Siebel Applications
- 2. Module 1: Introducing Siebel Applications
- 3. Module Objectives To understand the term
- 4. Customer Relationship Management (CRM) "CRM is the
- 5. Introduction to Siebel Applications Siebel CRM Applications
- 6. Employee Application: Siebel Sales Siebel Sales application
- 7. Employee Application: Siebel Call Center Siebel Call
- 8. Customer Application: Siebel eSales Siebel eSales application
- 9. Partner Application: Siebel Partner Portal Siebel Partner
- 10. Types of Siebel Interfaces (UI) Siebel UI
- 11. Differences between User Interfaces The following features
- 12. Common Business Entities in Siebel Application A
- 13. Common Siebel Business Components Accounts Contacts Opportunities Service Requests Assets
- 14. Accounts An account is a business external
- 15. Contacts Contacts are the people with whom
- 16. Opportunities Opportunities are potential revenue-generating events They
- 17. Service Requests Service Requests are requests from
- 18. Assets Assets are instances of purchased products
- 19. Module Highlights Siebel CRM Applications allow you
Module 1: Introducing Siebel Applications
Слайд 3Module Objectives
To understand the term Customer Relationship Management (CRM)
To describe Siebel
CRM and Identify the common entities found in Siebel CRM
Слайд 4Customer 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"
Слайд 5Introduction 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)
- 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
Слайд 6Employee 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
Слайд 7Employee Application: Siebel Call Center
Siebel Call Center application is used by
a company`s telesales and service representatives.
Siebel Call Center Service Screen
Слайд 8Customer 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.
Includes an interactive product catalog, search and product comparison mechanism and online ordering capabilities.
Product catalog
Shopping cart
Слайд 9Partner 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
Слайд 10Types 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.
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.
Слайд 11Differences 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
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
Слайд 12Common 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
Siebel Application refers to these entities as Business Components
Examples
Accounts
Contacts
Opportunities
Service Requests
Assets
Слайд 14Accounts
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
Слайд 15Contacts
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 #
Name
Job Title
Email Address
Work Phone #, Mobile Phone #, Home Phone #
Слайд 16Opportunities
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
Potential Revenue
Probability of Completion
Status of Lead
Close Date
Слайд 17Service 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
They have the following characteristics
A Status
A Severity Level
A Priority Level
Association with an Account
A Single Owner
Слайд 18Assets
Assets are instances of purchased products
They have the following characteristics
An asset
number
A product and part number
Status level
A product and part number
Status level
Слайд 19Module Highlights
Siebel CRM Applications allow you to manage all points of
contact
Types of Applications:
Industry Applications
Horizontal Applications
Employee Applications – Siebel Call Center, Siebel Sales, etc.
Customer Applications – Siebel eSales, Siebel Partner Portal, etc.
Some of the important Siebel business components are:
Accounts
Contacts
Opportunities
Service Requests
Assets
Types of Applications:
Industry Applications
Horizontal Applications
Employee Applications – Siebel Call Center, Siebel Sales, etc.
Customer Applications – Siebel eSales, Siebel Partner Portal, etc.
Some of the important Siebel business components are:
Accounts
Contacts
Opportunities
Service Requests
Assets
