Monday, October 12, 2009

Siebel Order Management

Siebel Order Management allows employees such as salespeople and call center agents to create and manage quotes and orders through their entire life cycle. Siebel Order Management can be tightly integrated with back-office systems, allowing users to perform tasks such as checking credit and confirming availability, as well as monitoring the fulfillment process.
Asset-based ordering allows quotes and orders to be created based on a customer’s existing assets. Asset-based ordering is particularly useful in supporting companies whose product offerings include complex service products, such as phone services and equipment.

Siebel Order Management allows employees to:Create quotes and orders for new products and services
Create quotes and orders to modify existing products and services
Modify in-process orders that have been submitted for fulfillment
Generate order information for submission to back office billing and fulfillment systems

The Order Management Life Cycle
The order management life cycle includes tasks that fall into several groups:
Preorder Tasks. Can include creating accounts, contacts, and opportunities or helping anonymous customers through the needs-analysis process.
Order Entry Tasks. Can include selecting products and services, capturing quotes and orders, verifying products and pricing, checking availability to promise, entering shipping, tax, and payment information, and performing a credit check.
Post-Order Tasks. Can include fulfilling the order, providing the customer with order status, notifying the customer that the order has shipped, creating supplemental orders, and monitoring or modifying activities that support the order, such as installation.

Scenario for Order ManagementA sales representative creates an opportunity and records the best solution to meet the customer’s needs.
After the best solution is identified, Sales rep provide a quote that details the products and their prices.
Sales representative converts an opportunity to a quote.
Products and services are customized so that customers can specify exactly what options they are interested in and see the associated prices for each option.
Customer accepts a quote, and it is converted to an order.
The sales representative enters shipment information and checks on the availability of the items.
Sales representative also performs tasks such as calculating tax and shipping costs, verifying payment information, checking the customer’s credit, and authorizing their use of a credit card.
The sales representative performs final tasks, such as attaching electronic documents such as a purchase order or a letter of credit to the order, and generating service activities related to the order such as installation.
The sales representative submits the order. If appropriate, the order is routed for approval by a supervisor.
An acknowledgement of the order is automatically sent to the customer by email.
If customer wants to revise an order before it has been fulfilled, you handle the change by modifying unsubmitted orders
As the needs evolve over time, the customer may request additions and changes to the products and services.
To make these changes, the new quotes and orders are based on the current items in the customer’s profile.
Requests for changes to existing services are called delta quotes or delta orders.
Response and Lead Management
Siebel Lead Management provides a comprehensive multi-channel response and lead management solution to dramatically accelerate lead follow-through, increase lead conversion, and provide a common framework that marketing and sales can use together to monitor and improve results. Siebel Lead Management ensures all responses and leads are collected, cleansed, scored and prioritized; distributed or nurtured; and that sales results are tied to the original campaigns to track return on marketing investments. Siebel Lead Management is seamlessly integrated with Siebel Sales and Siebel Call Center, enabling marketing-generated leads to be efficiently routed for follow-up to the correct sales representatives or partners and enabling inbound responses to be effectively processed.
Useful Link : http://www.slideshare.net/roman_agaev/order-management-plus-integration-topics-presentation

5 comments:

  1. This comment has been removed by the author.

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  2. I'm glad to be reading this article, I simply want to offer you a huge thumbs up for your great information.
    Tableau Guru
    www.sqiar.com

    ReplyDelete
    Replies
    1. it is just copy paste of bookself

      Delete

  3. I am glad to see that people are actually writing about this issue in such a smart way, showing us all different sides to it. Thanks for sharing, please keep it up.
    Order management software

    ReplyDelete
  4. Hello, what is assed based order? Where assets will come in picture.

    ReplyDelete

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