Online lead in siebel
description
Transcript of Online lead in siebel
Online Leads in SiebelOnline Leads in Siebel
Wen Chiang & Ada TangOct .01, 2012
Regional LDM & LDRRegional LDM & LDRRBU LDM LDR AEU Bart De Vreese Central EU: Franco
North EU: DanielSouth EU: Stefania
ANA Fei Khong East: Tanya MortensenCentral: Noel NguyenWest & Latin America: Chantelle Zapien
ACN Bangcai Zhang Chunbin.zhaATW Jill Chung Emb’Core: Joycelyn Tseng
Dlog: Jenny LineP System: Winnie TsaiIA: Serita Lin
AJP Mike Koike Daisaku TajimaAKR Nadia Kim Catherine NamAAU Damian Trubiano Daniel SkalerASG & SAP Satish Allampalli Grace WongAMY Elvin Ng Janice SoonIntercon Hector Lin Mexico: David Kok
LATAM Others: Mark MaTurkey / Israel: WillMEA: Janice
ARU Elena Chiang Elena ChiangABR Erik Su AIN Hector Lin Sabrina Lin
Find Leads in SiebelFind Leads in Siebel1
2
3
Find Lead in SiebelFind Lead in Siebel
1 Select “All Leads”
2
Select “My New Leads”
3 Click “Description” to see Lead details
Model 1 LDR convert Lead to Opportunity
Lead Flow in Siebel Lead Flow in Siebel
Siebel Leads
Opportunity
LD
RS
ale
s
Complete &
confirm account/contact
information
Evaluate lead
quality based on marketing activities (in Activity Comment)
A quality lead? Change
Lead Status from NEW
to Converted
Yes
Already existed in
Siebel?
No
Change Lead Status from NEW
to Existing Opportuni
ty
Change Lead Status from NEW to Retire
Fill in existed
opportunity name in
Opportunity column
End
Automatically create
Opportunity to pre-assigned
sales
Dispatch to sales by changing Owner &
Org.
No
Yes
End
LDR View in Siebel Lead (Lead Converted to Opp.)LDR View in Siebel Lead (Lead Converted to Opp.)
1
3
Confirm contact info.
Check past marketing events recorded in Activities “Comment”
4
Select Lead Status based on lead quality
Assign to sales contact by changing Owner & Org.
If the sales lead has already existed in Siebel, select the existed Opportunity Name
5
New
If the lead is unqualified, click “Retire” and select the reason code and comment
Check account and create new account in “Account” if necessary.Siebel existed account will be created in “Account” as default.
New account will be kept here
2
Sales View: Opportunity converted from LeadSales View: Opportunity converted from Lead
Model 2 Sales convert Lead to Opportunity
Lead Flow in Siebel Lead Flow in Siebel Siebel Lead Opportunity
LD
RS
ale
s
Confirm & complete account/contact
information
Change Lead
Status to Accepte
d
Receive Lead and
verify lead
quality
Dispatch to sales by changing Owner &
Org.
A quality lead?
Change Lead Status
from Accepted to Converted
Yes
Already existed in
Siebel?
Change Lead Status
from Accepted to
Existing Opportunit
y
Fill in existed
opportunity name in
Opportunity column
Change Lead Status
from Accepted to
Reject
Change Owner to local LDR
Belong to
other sales?
Change Lead Status
from Accepted to
Retire
End
End
Automatically create
Opportunity for sales follow-up
Yes
Yes
No
No
No
Reachable contact
info.?
Yes
No
Change Lead Status from New to Retire
End
LDR View in Siebel LeadLDR View in Siebel Lead
Confirm and complete contact info.
3
Select sales contact by changing Owner & Org.
Accepted
New
Select Accepted if the contact info. is accurate
4
If the contact is unreachable, click “Retire” and select the reason code and comment
1
Check account and create new account in “Account” if necessary.Siebel existed account will be created in “Account” as default.
2
Sales View in Siebel LeadSales View in Siebel Lead3
If the lead is unqualified, click “Retire” and select the reason code and comment
2
Change Owner to LDR if the lead is not yours
Existing Opportunity
RejectConverted
If the sales lead has already existed in Siebel, select the existed Opportunity Name
Check past marketing events recorded in Activities “Comment”
1
Sales View: Opportunity converted from LeadSales View: Opportunity converted from Lead