Siebel Experts

Next is CRM !!! A lot of discussion is taking place on CRM comparison. Siebel On Premise is getting cut throat competition from Siebel On Demand and Salesforce.com . Oracle, on the other hand,  is going to face some heat from SalesForce.com application as it has been entice various enterprises. Click to read the rest of this article »

Thinking about migrating to new CRM . Here are 10 steps for your business to be up and running with the next best CRM Solution in the market. Click to read the rest of this article »

This article cover the essential tasks that you must perform to create a simple product and make it visible to users. I was trying to  preapare  a hand note on basic steps involved in simple product creation.Lets see how much it help you.

Creating a Product Record 

You enter products into the Siebel system by creating product records. The product record contains the product name and important information about the product, such as its product line name or part number. Click to read the rest of this article »

The Siebel application architecture though efficient by its design, there are instances where the custom configuration leads to potential performance pitfalls. Such performance related issues can translate into screens that load slowly or database queries that fail to return the sought-after results. Other times, users must click through a puzzling series of screens – rather than just one or two – to get to the information they need.

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Creating an Order 

Creating an order that is based on a quote allows you to verify the quote to check for any errors. If you are creating a complicated order that might have errors, you should do it by creating quote, verifying the quote, and then converting the quote to an order. 

To create an order that is not based on a quote, perform the following tasks:

• Starting an Order
• Adding Line Items to an Order
• Submitting an Order

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Product Administration

We got basic understanding of Product Adminstration in first chapter Siebel Product Administration – An Overview (I)

Chapter 2 – Product in Siebel   [Basic terminolgy in Product Admin]

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 Siebel Vertical Competency Practices are specifically made for one domain, They fulfill are desired requirement of specific industry. we have disscued a litlle about the siebel horizontals and Verticals , now we are going to discuss about all verticals in detail. 

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CREATING A PROPASAL AND PRESENTION 

Summary

• A proposal consist of component and section
• For each proposal  create a template
• Each template consist of any number of section .
• Each section consist of any number of component

1. Flow
2. Template
3. Section
4.    Sub section
5.    Component

 Scenario

Creating a account proposal with have section like

Cover lettering

 Step 1

Go to ms word  create new document

 Dear[account name]   go to insert menu and pick the field sub menu

 u find this type of dialog box

fill the appropriate value As defined above.then ok it

now u find error message like this

Error! Reference source not found.

 Step2

Creating a style for this template

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A proposal can have many sections and every section can have many components. A section can also have subsections. Every subsection can in turn is similar to a section. Here we create the proposal with one section and one component for that section. 

Step I : Create the necessary word documents.

 One needs to create documents in MS-Word for proposals. Broadly categorized in to two logical types first one to represent the template and others to represent components inside the proposal’s sections.

 Create the Template Document:

     Template documents stores the common layout of all the pages of a proposal such as header, footer and margins. Below are the steps for creating template documents.

 Open a new MS-Word document.

1. Choose View à Header and Footer.
2. In the resulting ‘Header’ dash box enter the text ‘Savvysys’.
3. Choose ‘Footer’ dash box by pressing down arrow.
4. Enter the text ‘Savvysys’.
5. Click ‘Close’ in the ‘Header and Footer’ tool bar.
6. Save the file as ‘Sample Template.doc’ and remember the path where you save the file.
7. Close the file ‘Sample Template.doc’.

 Create the component Document:

 Open a new MS-Word document.

1. Type the text ‘Executive summary of Savvysys for .’
2. Place the cursor after ‘for ’.
3. Choose Insert à Field.
4. Do the below things in the resulting pop up window:
   1. Highlight ‘Links and References’ from the ‘categories’ box.
   2. Retaining previous highlighted choice, Highlight ‘Ref’ from the ‘Field Names’ box.
   3. Now go to the ‘Field Code’ text box of the same popup window and enter the text ‘Company’ (name of the bookmark) besides the already existing text ‘REF’.
   4. Check ‘Preserve Formatting during update’ option.
   5. Click OK.
5. You must get the message ‘Error! Reference source not found.’.
6. Save the document as ‘Sample Component.doc’ and remember the path where you save the file.
7. Close the file ‘Sample Component.doc’.

 Step II: Create the Document template in siebel.

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