Online lead in siebel

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Information about Online lead in siebel

Published on October 1, 2012

Author: adatang90

Source: slideshare.net

Online Leads in Siebel Wen Chiang & Ada Tang Oct .01, 2012

Regional LDM & LDRRBU LDM LDRAEU Bart De Vreese Central EU: Franco North EU: Daniel South EU: StefaniaANA Fei Khong East: Tanya Mortensen Central: Noel Nguyen West & Latin America: Chantelle ZapienACN Bangcai Zhang Chunbin.zhaATW Jill Chung E

Find Leads in Siebel1 3 2

Find Lead in Siebel Select “My New Leads” 21 Select “All Leads” 3 Click “Description” to see Lead details

Model 1LDR convert Lead to Opportunity

Lead Flow in Siebel Siebel Leads Opportunity Change Lead Fill in existed Status from opportunity Ye NEW to name in End s Existing Opportunity Complete Evaluate Opportunity column & confirm lead quality Ye Already A quality existed in account/ based on s lead? Siebel? contact marketing Change Lead Dispatch toLDR information activities No Status from sales by (in Activity NEW to changing Comment) No Converted Owner & Org. Change Lead Status from End NEW to Retire AutomaticallySales create Opportunity to pre-assigned sales

LDR View in Siebel Lead (Lead Converted to Opp.) 5 If the lead is unqualified, click “Retire” and select the reason code and commentCheck account and create new 2account in “Account” if New account will be keptnecessary. hereSiebel existed account will becreated in “Account” as default. 3 Check past marketing events recorded in Activities “Comment” Assign to sales contact1 Confirm contact info. by changing Owner & Org. Select Lead Status based on lead quality 4 New If the sales lead has already existed in Siebel, select the existed Opportunity Name

Sales View: Opportunity converted fromLead

Model 2Sales convert Lead to Opportunity

Lead Flow in Siebel Siebel Lead Opportunity Confirm & Change Dispatch to complete Reachable Yes Lead sales by account/ contact Status to changing contact info.? Accepte Owner &LDR information d Org. No Change Lead Status End from New to Retire Receive Change Lead Lead and No Status from verify lead A quality Accepted to End quality lead? Retire Yes Change Lead Fill in existed Already Yes Status from opportunity existed in Accepted to name in End Siebel? Existing Opportunity Opportunity columnSales No Change Lead Change Belong Yes Status from Owner to to other Accepted to local LDR sales? Reject Change Lead Automatically No Status from create Accepted to Opportunity for Converted sales follow-up

LDR View in Siebel Lead 4 If the contact is unreachable, click “Retire” and select the reason code and comment 2Check account and create newaccount in “Account” ifnecessary.Siebel existed account will becreated in “Account” as default. Select sales contact1 Confirm and complete contact by changing Owner & info. Org. 3 New Accepted Select Accepted if the contact info. is accurate

Sales View in Siebel Lead 3If the lead is unqualified,click “Retire” and selectthe reason code andcomment 1 Check past marketing events recorded in Activities “Comment” Change Owner to LDR if the lead is not yours 2 Converted Reject Existing Opportunity If the sales lead has already existed in Siebel, select the existed Opportunity Name

Sales View: Opportunity converted fromLead

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