Siebel MidMarket Edition Product Overview Guide · 2002. 9. 19. · Version 7.5 Siebel MidMarket...

SIEBEL MIDMARKET EDITIONPRODUCT OVERVIEW GUIDE

VERSION 7.5

SEPTEMBER 2002

12-DCFT6V

Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404Copyright © 2002 Siebel Systems, Inc. All rights reserved.Printed in the United States of America

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Contents

IntroductionHow This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 1. Products OverviewSiebel Sales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Siebel Advanced Sales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 13

Siebel Service, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Siebel Advanced Service, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 15

Siebel Call Center, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 16

Siebel Partner Manager, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 17

Siebel Partner Portal, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . 18

Siebel Partner Commerce, MidMarket Edition . . . . . . . . . . . . . . . . . . . . 19

Siebel eSales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Siebel eService, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Siebel eCustomer, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Siebel Campaigns, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 23

Siebel eCampaigns, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 24

Siebel Target Account Selling, MidMarket Edition . . . . . . . . . . . . . . . . . 25

Siebel Strategic Selling, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 26

Siebel Advanced Forecasting, MidMarket Edition . . . . . . . . . . . . . . . . . . 27

Siebel eReport Designer Professional, MidMarket Edition . . . . . . . . . . . . 28

Siebel eReport Designer, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 29

Version 7.5 Siebel MidMarket Edition Product Overview Guide 3

Contents

Siebel eReports Server, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 30

Siebel Dun & Bradstreet Integration Solution, MidMarket Edition . . . . . . . 31

Siebel Professional Services Automation, MidMarket Edition . . . . . . . . . 32

Siebel Consultant, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 33

Siebel SmartScript, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 34

Siebel Message Broadcasting, MidMarket Edition . . . . . . . . . . . . . . . . . 35

Siebel eMail Response, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 36

Siebel CTI Complete, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . 37

Siebel CTI, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Siebel Anywhere, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Siebel Data Quality, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . 40

Siebel Data Quality Matching Server, MidMarket Edition . . . . . . . . . . . . .41

Siebel Tools, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Siebel Tools Complete, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . 43

Siebel Interface Programming, MidMarket Edition . . . . . . . . . . . . . . . . . 44

Siebel Database Extension, MidMarket Edition . . . . . . . . . . . . . . . . . . . 45

Siebel Scripting, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Appendix A. Product Features and ViewsSiebel Sales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Siebel Advanced Sales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . .81

Siebel Service, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Siebel Advanced Service, MidMarket Edition . . . . . . . . . . . . . . . . . . . . 116

Siebel Call Center, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 121

Siebel Partner Manager, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 122

Siebel Partner Portal, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . 125

Siebel Partner Commerce, MidMarket Edition . . . . . . . . . . . . . . . . . . . . 130

Siebel eSales, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

4 Siebel MidMarket Edition Product Overview Guide Version 7.5

Contents

Siebel eService, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Siebel eCustomer, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 146

Siebel Campaigns, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . 155

Siebel eCampaigns, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . 160

Siebel Target Account Selling, MidMarket Edition . . . . . . . . . . . . . . . . 167

Siebel Strategic Selling, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 168

Siebel Advanced Forecasting, MidMarket Edition . . . . . . . . . . . . . . . . . 169

Siebel eReport Designer Professional, MidMarket Edition . . . . . . . . . . . .171

Siebel eReport Designer, MidMarket Edition . . . . . . . . . . . . . . . . . . . . 172

Siebel eReports Server, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 173

Siebel Dun and Bradstreet Integration Solution, MidMarket Edition . . . . 174

Siebel Professional Services Automation, MidMarket Edition . . . . . . . . 176

Siebel Consultant, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . 180

Siebel SmartScript, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . 184

Siebel Message Broadcasting, MidMarket Edition . . . . . . . . . . . . . . . . . 186

Siebel eMail Response, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 187

Siebel CTI Complete, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . 189

Siebel CTI, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Siebel Anywhere, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . 193

Siebel Data Quality, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . 194

Siebel Data Quality Matching Server, MidMarket Edition . . . . . . . . . . . 195

Siebel Tools, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Siebel Tools Complete, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . 197

Siebel Interface Programming, MidMarket Edition . . . . . . . . . . . . . . . . 198

Siebel Database Extension, MidMarket Edition . . . . . . . . . . . . . . . . . . 199

Siebel Scripting, MidMarket Edition . . . . . . . . . . . . . . . . . . . . . . . . . . 200


Contents


Introduction

This guide provides useful details about products in the Siebel eBusiness Applications, MidMarket Edition product suite, including:

■ Product descriptions

■ Key functionality

■ Guidance to documentation in the Siebel Bookshelf that relates to each product

■ A list of features and names of corresponding views in the Siebel user interface for each product

Although job titles and duties at your company may differ from those listed in the following table, the audience for this guide consists primarily of employees in these categories:

Call Center Administrators

Persons responsible for setting up and maintaining a call center. Duties include designing and managing Computer Telephony Integration (CTI), SmartScripts, and message broadcasts.

Database Administrators

Persons who administer the database system, including data loading, system monitoring, backup and recovery, space allocation and sizing, and user account management.

Marketing Administrators

Persons responsible for setting up and maintaining a marketing department. Duties include designing and managing campaigns, product marketing information, and product distribution lists.

Siebel Application Administrators

Persons responsible for planning, setting up, and maintaining Siebel applications.

Siebel Application Developers

Persons who plan, implement, and configure Siebel applications, possibly adding new functionality.

Siebel System Administrators

Persons responsible for the whole system, including installing, maintaining, and upgrading Siebel applications.


Introduction

How This Guide Is Organized

How This Guide Is OrganizedFor each product in the Siebel eBusiness Applications, MidMarket Edition product suite, two sections are provided:

■ A product summary, including a product overview, a list of key functionality, and cross references to documentation in the Siebel Bookshelf that supports the product.

■ A list of features and the names of their corresponding views in the Siebel user interface.

Revision HistorySiebel MidMarket Edition Product Overview Guide, Version 7.5


Products Overview 1

Siebel eBusiness Applications, MidMarket Edition is a suite of customer relationship management (CRM) and partner relationship management (PRM) applications that is designed for small to medium-sized companies to support business best practices in sales, marketing, customer service, and partner management.

Siebel eBusiness Applications, MidMarket Edition uses Siebel Systems' Smart Web Architecture to provide the benefits of a Web browser interface while retaining the high levels of interactivity that are typically found in desktop applications.

The Siebel eBusiness Applications, MidMarket Edition product suite consists of:

■ Siebel Sales, MidMarket Edition

■ Siebel Advanced Sales, MidMarket Edition

■ Siebel Service, MidMarket Edition

■ Siebel Advanced Service, MidMarket Edition

■ Siebel Call Center, MidMarket Edition

■ Siebel Partner Manager, MidMarket Edition

■ Siebel Partner Portal, MidMarket Edition

■ Siebel Partner Commerce, MidMarket Edition

■ Siebel eSales, MidMarket Edition

■ Siebel eService, MidMarket Edition

■ Siebel eCustomer, MidMarket Edition

■ Siebel Campaigns, MidMarket Edition

■ Siebel eCampaigns, MidMarket Edition


Products Overview

■ Siebel Target Account Selling, MidMarket Edition

■ Siebel Strategic Selling, MidMarket Edition

■ Siebel Advanced Forecasting, MidMarket Edition

■ Siebel eReport Designer Professional, MidMarket Edition

■ Siebel eReport Designer, MidMarket Edition

■ Siebel eReports Server, MidMarket Edition

■ Siebel Dun & Bradstreet Integration Solution, MidMarket Edition

■ Siebel Professional Services Automation, MidMarket Edition

■ Siebel Consultant, MidMarket Edition

■ Siebel SmartScript, MidMarket Edition

■ Siebel Message Broadcasting, MidMarket Edition

■ Siebel eMail Response, MidMarket Edition

■ Siebel CTI Complete, MidMarket Edition

■ Siebel CTI, MidMarket Edition

■ Siebel Anywhere, MidMarket Edition

■ Siebel Data Quality, MidMarket Edition

■ Siebel Data Quality Matching Server, MidMarket Edition

■ Siebel Tools, MidMarket Edition

■ Siebel Tools Complete, MidMarket Edition

■ Siebel Interface Programming, MidMarket Edition

■ Siebel Database Extension, MidMarket Edition

■ Siebel Scripting, MidMarket Edition


Products Overview

This chapter describes each product in the Siebel eBusiness Applications, MidMarket Edition product suite. The section for each product provides:

■ A brief description of the purpose of the product and its features

■ A listing of the key functionality included in the product

■ Cross-references to documents in the Siebel Bookshelf that support the product


Products Overview

Siebel Sales, MidMarket Edition

Siebel Sales, MidMarket EditionSiebel Sales, MidMarket Edition provides sales functionality that includes network calendars and activities, contact management, account management, opportunity management and tracking, organization charting, pipeline analysis, centralized literature fulfillment, expense reporting, and Microsoft Outlook® synchronization. In addition, bulk data integration management (EIM) is bundled with this application to move data between Siebel applications and other applications.

■ Key functionality includes:

■ Account and contact management

■ Opportunity management and pipeline analysis

■ Competitor information

■ Quick quoting and order entry

■ Shared calendar and activity management

■ Correspondence and fulfillment

■ Charts and reports

■ Connected and remote support

■ Enterprise Integration Manager (EIM)

■ eBusiness Application Integration (eAI)

■ Workflow

■ Expense reporting

■ Microsoft Outlook synchronization

For more information on this module, see Siebel Sales User Guide, MidMarket Edition, Applications Administration Guide, MidMarket Edition, Pricing Administration Guide, MidMarket Edition, and Product Administration Guide, MidMarket Edition.


Products Overview

Siebel Advanced Sales, MidMarket Edition

Siebel Advanced Sales, MidMarket Edition Siebel Advanced Sales, MidMarket Edition provides the functionality to analyze current sales revenues and to forecast future sales revenues. Territory Assignment provides automatic assignment of incoming leads to the sales force. With Activity Plans, commonly executed sales activities can be automatically created based on predefined best practices.


■ Fast Forecasting

■ Territory Assignment Manager

■ Revenue analysis

■ Activity plans

For more information on this module, see Siebel Sales User Guide, MidMarket Edition, Siebel Territory Assignment Manager Administration Guide, MidMarket Edition, Siebel Forecasting Guide, MidMarket Edition, and Siebel Order Management Guide, MidMarket Edition.


Products Overview

Siebel Service, MidMarket Edition

Siebel Service, MidMarket EditionSiebel Service, MidMarket Edition provides service agents with comprehensive service request and solution management, as well as asset and warranty tracking. Other features include integrated account and contact management, networked activities and calendars, and correspondence management. Workflow technology and detailed reports help managers track service performance trends.


■ Service request and solution management

■ Asset and warranty management

■ Quick quoting and order entry / RMAs


■ Contact and account management


■ Charts and reports

■ Expense reporting

■ Dedicated and remote support



■ Workflow

For more information on this module, see Siebel Service Guide, MidMarket Edition, Siebel Call Center User Guide, MidMarket Edition, and Applications Administration Guide, MidMarket Edition.


Products Overview

Siebel Advanced Service, MidMarket Edition

Siebel Advanced Service, MidMarket EditionThe Advanced Service, MidMarket Edition module includes tools that manage service level agreements, assign service requests to the appropriate agent, and track changes that are made to a service request. Commonly executed service activities can be automatically created based on predefined best practices, using the Activity Plans feature.


■ Quick contracts (Agreements and Entitlements)

■ Service request audit trail

■ Territory Assignment Manager

■ Quality/product defect management

■ Activity plans

For more information on this module, see Siebel Service Guide, MidMarket Edition, Siebel Call Center User Guide, MidMarket Edition, Siebel Territory Assignment Manager Administration Guide, MidMarket Edition, and Siebel Order Management Guide, MidMarket Edition.


Products Overview

Siebel Call Center, MidMarket Edition

Siebel Call Center, MidMarket EditionSiebel Call Center, MidMarket Edition provides the functionality of Siebel Sales, MidMarket Edition and Siebel Service, MidMarket Edition in a single application that provides both sales and service assistance to customers across multiple channels from within their contact centers. Siebel Call Center, MidMarket Edition manages customer profiles, accounts, products, past purchases, opportunities, outstanding quotes and orders, service requests, and service level agreements.


■ Opportunity management and pipeline analysis

■ Competitor information

■ Service request and solution management

■ Asset and warranty management

■ Quick quoting and order entry / RMAs


■ Contact and account management


■ Charts, reports, and expense reporting

■ Dedicated and remote support



■ Workflow

For more information on this module, see Siebel Call Center User Guide, MidMarket Edition, Applications Administration Guide, MidMarket Edition, Pricing Administration Guide, MidMarket Edition, and Product Administration Guide, MidMarket Edition.


Products Overview

Siebel Partner Manager, MidMarket Edition

Siebel Partner Manager, MidMarket EditionSiebel Partner Relationship Management, MidMarket Edition allows organizations to build and manage partner networks. Using Siebel Partner Manager, MidMarket Edition, brand owners can make sure that partners have the necessary information to provide consistent service to their joint customers. In addition, Market Development Funds functionality facilitates managing joint marketing dollars.


■ Partner and partnership information management

■ Joint marketing fund management

For more information on this module, see Siebel Partner Relationship Management Administration Guide, MidMarket Edition.


Products Overview

Siebel Partner Portal, MidMarket Edition

Siebel Partner Portal, MidMarket EditionSiebel Partner Portal, MidMarket Edition enables alliance and channel partners to conduct business with their brand owner organizations by providing preconfigured functionality for real-time information such as relevant literature and partner alerts, along with tools for market development funds management, opportunity and account management, and service request management.


■ Lead, opportunity, and account management

■ Service management

■ Partner alerts

■ Literature management

■ Marketing development fund management

NOTE: Siebel Partner Portal, MidMarket Edition is designed to work in collaboration with Siebel Partner Manager, MidMarket Edition. Commerce functionality is extended with Siebel Partner Commerce, MidMarket Edition.

For more information on this module, see Siebel Partner Relationship Management Administration Guide, MidMarket Edition.


Products Overview

Siebel Partner Commerce, MidMarket Edition

Siebel Partner Commerce, MidMarket EditionWith Siebel Partner Commerce, MidMarket Edition, organizations can deploy a partner-focused Web store with a multimedia product catalog, product searching and comparison tools, integration with tax and payment software, a Web-based shopping cart interface, and an automated order process. Partners are able to order products online from the brand-owner for themselves or on behalf of joint customers.


■ Collaborative selling and eCommerce

■ Online multimedia catalog

■ Product comparison tools

■ Preconfigured tax and payment software integration capability

For more information on this module, see Siebel Partner Relationship Management Administration Guide, MidMarket Edition and Siebel eSales Administration Guide, MidMarket Edition.


Products Overview

Siebel eSales, MidMarket Edition

Siebel eSales, MidMarket EditionSiebel eSales, MidMarket Edition supports business-to-business and business-to-consumer selling on the Internet by providing a multimedia product catalog, product searching and comparison tools, integration with tax and payment software, a Web-based shopping cart interface, and an automated order process.


■ Web commerce




■ Parametric searching

For more information on this module, see Siebel eSales Administration Guide, MidMarket Edition.


Products Overview

Siebel eService, MidMarket Edition

Siebel eService, MidMarket EditionSiebel eService, MidMarket Edition allows organizations to extend their service operations to the Internet. With this module, customers can immediately access answers to frequently asked questions, product news, and order status.


■ Personalized customer home page

■ Problem resolution

■ Knowledge base (FAQs)

■ Online service request management

■ Siebel Search

■ Contact Us—by mail, telephone, email, or fax

■ Asset management—self-registration of assets as well as product updates specific to registered products

■ Delegated user administration for business-to-business environment

For more information on this module, see Siebel eService Administration Guide, MidMarket Edition.


Products Overview

Siebel eCustomer, MidMarket Edition

Siebel eCustomer, MidMarket EditionSiebel eCustomer, MidMarket Edition provides a closed-loop eBusiness solution that uses the Siebel Personalization engine to facilitate one-to-one interactions.

Siebel eCustomer, MidMarket Edition supports business-to-business and business-to-consumer selling on the Internet by providing a multimedia product catalog, product searching and comparison tools, integration with tax and payment software, a Web-based shopping cart interface, and an automated order process.

Siebel eCustomer, MidMarket Edition also allows organizations to extend their service operations to the Internet to improve customer service while reducing its cost. Customers can immediately access answers to frequently asked questions, product news, and order status. Online service request management and "contact us" functionality facilitate assisted service at a lower cost. You can also use this module to proactively notify customers by email of important events such as order confirmations, acknowledgements of service requests, and notifications of updates or resolutions.


■ Web commerce




■ Self-service service request management

■ Self-service solution management

■ Online searching of frequently asked questions (FAQ) knowledge base

■ Online marketing information

For more information on this module, see Siebel eSales Administration Guide, MidMarket Edition, and Siebel eService Administration Guide, MidMarket Edition.


Products Overview

Siebel Campaigns, MidMarket Edition

Siebel Campaigns, MidMarket EditionSiebel Campaigns, MidMarket Edition facilitates marketing campaigns across direct sales, call centers, and channel partners. It can also be used in a service environment to execute customer satisfaction campaigns, and it allows target list creation through standard queries in the Siebel UI.


■ Campaign management

■ List management

■ Offer management

■ Response management

NOTE: Siebel Campaigns, MidMarket Edition is typically used with Siebel Sales or Siebel Call Center. The most common deployment is in a telemarketing or telesales environment to qualify leads for the field sales force or complete a transaction.

For more information on this module, see Siebel Campaigns Guide, MidMarket Edition.


Products Overview

Siebel eCampaigns, MidMarket Edition

Siebel eCampaigns, MidMarket Edition Siebel eCampaigns provides functionality to personalize marketing campaigns that use email. It tracks customer email and Web responses to allow marketers to evaluate the impact of their campaign.


■ Rich HTML-based email campaigns and Web offers

■ Click-stream analysis

■ List management

For more information on this module, see Siebel Campaigns Guide, MidMarket Edition.


Products Overview

Siebel Target Account Selling, MidMarket Edition

Siebel Target Account Selling, MidMarket Edition Siebel Target Account Selling, MidMarket Edition provides full support for the Target Account Selling (TAS) sales methodology from Siebel Multichannel Services. Sales professionals can reinforce and efficiently use the TAS training curriculum by using Siebel Target Account Selling, MidMarket Edition to manage opportunity plans, strategies and competitive positioning.

Siebel Target Account Selling, MidMarket Edition module provides sales professionals with opportunity assessment, competitive strategy, and organizational analysis and contact analysis views. Automatic organizational analysis is provided based on the relationships of key decision makers and influencers for a sale. The module also includes hard copy TAS reports such as the Opportunity Plan Report and the Initial Plan Report.


■ Opportunity assessment, competitive strategy, organizational analysis, and contact analysis

■ Automatic organizational analysis based on the relationships of key decision makers and influencers for a sale

■ Immediate creation of hard copy TAS reports including the Opportunity Plan Report and the Initial Plan Report

NOTE: This software module is designed to be used in conjunction with the Target Account Selling methodology, a separately-licensed Siebel product.

For more information on this module, see Applications Administration Guide, MidMarket Edition and Siebel Sales User Guide, MidMarket Edition.


Products Overview

Siebel Strategic Selling, MidMarket Edition

Siebel Strategic Selling, MidMarket EditionThe Siebel Strategic Selling, MidMarket Edition module provides support for the Strategic Selling sales methodology from Miller Heiman. Sales professionals can use the Strategic Selling training curriculum within the Siebel eBusiness application suite together with Miller Heiman sales tools to reinforce the sales methodology and to more effectively close new business. This module provides contact analysis for buying influences, including Miller Heiman win-results, an assessment of the opportunity versus the ideal customer criteria, and automatic generation of hard copy Strategic Selling reports including the Blue Sheet.


■ Full support for the Strategic Selling methodology from Miller Heiman

■ Possible actions and next actions

■ Position summary

■ Buying influences

■ Single sales objective

■ Automatic generation of hard copy Strategic Selling reports, including the Blue Sheet

NOTE: This software module is designed to be used in conjunction with the Strategic Selling methodology, a separately-licensed product from Miller Heiman, Inc.

For more information on this module, see Siebel Sales User Guide, MidMarket Edition.


Products Overview

Siebel Advanced Forecasting, MidMarket Edition

Siebel Advanced Forecasting, MidMarket EditionSiebel Advanced Forecasting, MidMarket Edition allows the serial capture of an organization's revenue picture over time for historic reference and for time series analysis through the Forecasts views. This module supports multiple forecast series, defined-participant visibility, custom period definition, multidimensional query, and multiforecast analysis.

The module supports matrixed sales organizations' complex forecasting needs. Forecast query arguments and date parameters are established for each forecast series in the Forecast Administration views. The number of forecast series that can be created is limited only by how you vary these parameters. Each series may be run on any date, and for any of several intervals; for example, daily, weekly, or monthly.

You can set a unique revenue date range for each of the forecasts you schedule. An administrator can set query rules in the series' search specification fields to allow for multiple forecasts, such as by product, product line, type, class, sales stage, or sales division.

Choose from either summary or detail revenue rollup mode options depending on your business process requirements. Multiple adjustment methods are supported, either in the aggregate or at the detail level. Manager adjustments are saved and are shared with superiors.


■ Support for product and product quantity forecasting

■ Create auto-forecasts for positions that do not submit a forecast

■ Managerial adjustment to subordinate's forecast summary or details

■ Forecast in either summary or detail modes and with or without mid-management participation.

For more information on this module, see Siebel Forecasting Guide, MidMarket Edition.


Products Overview

Siebel eReport Designer Professional, MidMarket Edition

Siebel eReport Designer Professional, MidMarket EditionSiebel eReport Designer Professional, MidMarket Edition is an object-oriented application used by developers of structured content to design, build, and distribute report object designs for delivery on the Web. The developer first creates a report object and its object library (.rol) in Siebel Tools. Then, the report object design (.rod) is created and compiled with the .rol file and Siebel libraries to generate the executable. The Actuate Basic Language and Actuate Foundation Class Libraries support extensive customization capabilities.


■ Design, build, and distribute reports for delivery of report content on the Web.

NOTE: This is a developer's product and requires training in Creating Siebel Reports and Actuate eReport Design Professional.

For more information on this module, see Siebel Reports Administration Guide, MidMarket Edition.


Products Overview

Siebel eReport Designer, MidMarket Edition

Siebel eReport Designer, MidMarket EditionSiebel eReport Designer, MidMarket Edition complements Siebel eReport Designer Professional, MidMarket Edition and is used by business users to design, build, and distribute report object designs for delivery on the Web. These reports require no programming.

The report designs you create in Siebel eReport Designer Professional can be modified in Siebel eReport Designer. The report creation process is the same. First, the report object library (.rol) is created in Tools and then the report object design (.rod) is created and compiled with Siebel libraries to generate the executable.


■ Quickly design, build, and distribute simple reports for delivery of report content on the Web.

NOTE: This is a business user level product, and training in Creating Siebel Reports and Actuate eReport Designer is recommended.



Products Overview

Siebel eReports Server, MidMarket Edition

Siebel eReports Server, MidMarket EditionSiebel eReports Server, MidMarket Edition allows partners and customers to schedule, run in batch and interactive modes, and distribute reports using an intuitive user interface. Users can queue reports to run periodically at a pre-determined time or can better utilize computing resources by running particularly long reports at off-peak times. They may also share the reports within the organization and with external organizations.


■ Generate reports through the Web for external users



Products Overview

Siebel Dun & Bradstreet Integration Solution, MidMarket Edition

Siebel Dun & Bradstreet Integration Solution, MidMarket Edition

Siebel Dun & Bradstreet Integration Solution, MidMarket Edition allows customers to access Dun & Bradstreet’s marketing data and business and credit reports from within Siebel eBusiness Applications. Siebel Dun & Bradstreet Integration Solution, MidMarket Edition provides the capability to create more targeted marketing lists, supplies corporate linkage information, and provides online access to selected Dun & Bradstreet reports.

In collaboration with Siebel Systems, Dun & Bradstreet's Data Rationalization Service can consolidate, cleanse, and reduce the number of redundant account and contact records in existing databases, while it populates Siebel account and contact tables with customer master information.


■ Profile organizations

■ View corporate structures

■ Promote accounts

■ Create targeted marketing lists

■ Check credit backgrounds

For more information on this module, see Applications Administration Guide, MidMarket Edition.


Products Overview

Siebel Professional Services Automation, MidMarket Edition

Siebel Professional Services Automation, MidMarket Edition

Siebel Professional Services Automation, MidMarket Edition provides functionality to plan and manage the time and resources for a project. Project Managers can use the Siebel Project Workbook to estimate hours and total costs of the project. Integration between this module and Microsoft Project® allows sharing of the details of day-to-day task management.


■ Project management

■ Integration to Microsoft Project

■ Ability to find resources by skill

■ Time sheets/expense reports

■ Risk management

■ Status updating

■ Partner / subcontractor management

For more information on this module, see Siebel Professional Services Automation Guide, MidMarket Edition and Applications Administration Guide, MidMarket Edition.


Products Overview

Siebel Consultant, MidMarket Edition

Siebel Consultant, MidMarket EditionSiebel Consultant, MidMarket Edition allows consultants to track the various projects to which they are assigned, including project-related time and expenses. Siebel Consultant, MidMarket Edition is integrated with Siebel Professional Services Automation, MidMarket Edition, so they share relevant consultant and manager information.


■ Auto expense reports

■ Auto time Sheets

■ Activity and project tracking

■ My Projects screen

■ Risk management

■ Status updating

■ Calendar

For more information on this module, see Siebel Professional Services Automation Guide, MidMarket Edition.


Products Overview

Siebel SmartScript, MidMarket Edition

Siebel SmartScript, MidMarket EditionSiebel SmartScript, MidMarket Edition increases agent effectiveness with a workflow-based, dynamically generated user interface that helps guide every interaction with a customer. Siebel SmartScript can be invoked automatically based on business rules or through screen pops when used in conjunction with Siebel CTI. By providing agents with complete call scripts tailored to customers’ needs, businesses increase the quality of calls, minimize data-entry errors, and reduce training times.

This module also provides partner sales and service agents with diagnostic and troubleshooting instructions—each a series of questions that dynamically changes as it progresses, based on the answers to previous questions.

You construct SmartScripts by using a drag-and-drop flowchart designer interface.


■ Administration through a drag-and-drop user interface for script creation that does not require programming

■ Ability to save a script that is in process and to restart it at a later time

■ A dynamic question and answer interface in which each question or step is determined by previous answers

■ Guides a customer- or partner-user through filling out an application or form on a Web site

For more information on this module, see Siebel SmartScript Administration Guide, MidMarket Edition and Siebel Call Center User Guide, MidMarket Edition.


Products Overview

Siebel Message Broadcasting, MidMarket Edition

Siebel Message Broadcasting, MidMarket EditionSiebel Message Broadcasting, MidMarket Edition provides a platform for administrators to send important information directly to users' screens. Typically, this information is time-critical, such as a due date, or it is updated frequently, such as a call queue's status. Message broadcasts can be delivered across the bottom of a user's screen, visible at all times, or they can be displayed in a dialog box. Messages can be sent to individuals, groups, or an entire team.


■ Real-time administration to create messages

■ End user customization of message behavior

For more information on this module, see Fundamentals, MidMarket Edition and Applications Administration Guide, MidMarket Edition.


Products Overview

Siebel eMail Response, MidMarket Edition

Siebel eMail Response, MidMarket EditionSiebel eMail Response, MidMarket Edition allows organizations to respond to high volumes of inbound email in a consistent manner. This module monitors inbound emails, sends auto-acknowledgements, and creates new service requests or activities for your call center agents. By using the Siebel MidMarket Edition application as their email client, customer service agents can use preconfigured category-specific message templates to reply more efficiently to customers’ requests for help.


■ Automatic email acknowledgement

■ Email client embedded in the Siebel user interface

■ Preconfigured responses

■ Support for industry-standard email servers

■ Processing for structured Web-form and unstructured email messages

■ Workflow-driven escalation processes with event-driven email notifications

■ Spell checking

■ Global support for handling email in multiple languages

For more information on this module, see Siebel eMail Response Administration Guide, MidMarket Edition and Siebel Communications Server Administration Guide, MidMarket Edition.


Products Overview

Siebel CTI Complete, MidMarket Edition

Siebel CTI Complete, MidMarket EditionSiebel CTI (Computer Telephony Integration) Complete, MidMarket Edition enables telephony actions such as blind transfers, consultative transfers, conferencing, agent state changes, and logging in or out of queues. Service managers can automatically track inbound and outbound call information, including the time, agent, call identifier, connection identifier, and call duration.


■ Integrated, end-to-end CTI solution

■ Siebel CTI Toolbar integrated into the Siebel user interface

■ Siebel Adaptive CTI API

■ Communications Server infrastructure

■ Siebel CTI Connect (Dialogic) middleware

For more information on this module, see Siebel Communications Server Administration Guide, MidMarket Edition.


Products Overview

Siebel CTI, MidMarket Edition

Siebel CTI, MidMarket Edition Siebel CTI (Computer Telephony Integration), MidMarket Edition enables telephony actions such as blind transfers, consultative transfers, conferencing, agent state changes, and logging in or out of queues. Service managers can automatically track inbound and outbound call information, including the time, agent, call identifier, connection identifier, and call duration.


■ Siebel CTI Toolbar integrated into the Siebel user interface

■ Siebel Adaptive CTI API

■ Communications Server infrastructure

For more information on this module, see Siebel Communications Server Administration Guide, MidMarket Edition.


Products Overview

Siebel Anywhere, MidMarket Edition

Siebel Anywhere, MidMarket EditionSiebel Anywhere, MidMarket Edition distributes and installs upgrade kits for disconnected Web clients as well as Siebel Servers. Upgrade kits can be distributed as client configurations, patch or version upgrades, language packs, database schema extensions, or for third-party products.


■ Distribution of upgrade kits

■ Remote administration of client and server configuration changes

For more information on this module, see Siebel Anywhere Administration Guide, MidMarket Edition.


Products Overview

Siebel Data Quality, MidMarket Edition

Siebel Data Quality, MidMarket EditionSiebel Data Quality, MidMarket Edition addresses organizations' need for real-time and batch mode data quality processing. Agents who add or update contact, account, or prospect information can de-duplicate and cleanse the data when it is entered.


■ Support for data cleansing of European and US addresses

■ Support for de-duplication of account, contact and prospect data

■ Allows for real time data de-duplication by Siebel Data Quality Matching Server, MidMarket Edition or by Siebel Data Quality Connector, MidMarket Edition

■ Allows for data cleansing by a Siebel data quality alliance partner matching/cleansing engine through Siebel Data Quality Connector, MidMarket Edition

For more information on this module, see Siebel Data Quality Administration Guide, MidMarket Edition.


Products Overview

Siebel Data Quality Matching Server, MidMarket Edition

Siebel Data Quality Matching Server, MidMarket EditionSiebel Data Quality Matching Server, MidMarket Edition supports de-duplication of contact, account, and prospect information.

In Batch mode, the data quality administrator defines target data to pass to the de-duplication process. The target data set derives from any combination of the Prospect, Contact, and Account data sources (Siebel Business Components). The de-duplication process compares the data and creates a working set of matched pairs, with a weighted score between the matches. At completion of the batch job, the administrator evaluates the matched pairs and confirms that the correct de-duplication action is taken.

In real-time mode, when a user inserts a new record based on the Prospect, Contact, or Account data sources, it is passed to the de-duplication process. The de-duplication process compares the record against a reference data set, returning a set of matched pairs, with a weighted score between the matches. The user evaluates the matched pairs and confirms the correct de-duplication action is taken. In cases where live interaction with the customer is taking place, the agent can supplement the information based on the customer's comments.


■ Support for de-duplication of account, contact and prospect data.

■ Siebel Data Quality matching engine

■ Siebel Data Quality administration functions enable and disable real time processes, configure the interaction between Siebel and the matching engine, and manage batch processes.

■ Allows for real time and batch data de-duplication based on the matching engine.

For more information on this module, see Siebel Data Quality Administration Guide, MidMarket Edition.


Products Overview

Siebel Tools, MidMarket Edition

Siebel Tools, MidMarket Edition Using Siebel Tools, MidMarket Edition, application changes can be configured and deployed to any Siebel application in all supported languages. It also provides functionality to upgrade from one version of the software to the next.

The product contains visual tools that allow users to configure the Siebel User Interface without modifying HTML. Siebel Tools, MidMarket Edition is an integrated development environment that provides the functionality to configure Siebel applications to suit customers’ needs. It also offers Siebel eReport Designer, which allows developers to design reports per their requirements, based on Siebel Business Objects.


■ Siebel Business Object (BusObject) Designer

■ Siebel Application Upgrader

■ Siebel eReports Designer

For more information on this module, see Siebel Tools Reference, MidMarket Edition and Siebel Tools Online Help, MidMarket Edition, Configuration Guidelines, MidMarket Edition, Developing and Deploying Siebel eBusiness Applications, MidMarket Edition, and Global Deployment Guide, MidMarket Edition.


Products Overview

Siebel Tools Complete, MidMarket Edition

Siebel Tools Complete, MidMarket EditionSiebel Tools Complete, MidMarket Edition is a prepackaged bundle of all development options available as part of the Siebel MidMarket Edition product line. Siebel Tools Complete, MidMarket Edition provides a collaborative environment for a team of developers to work together on a project to customize all aspects of the Siebel application suite.

The product provides drag-and-drop features that allow users to configure the Siebel user interface without modifying HTML code. Developers can also enhance Siebel applications by writing scripts in Siebel VB and Siebel eScript using the script editors that are provided in Siebel Tools, MidMarket Edition.


■ Siebel Business Object (BusObject) Designer

■ Siebel Application Upgrader

■ Siebel eReports Designer

■ Siebel Database Extensibility

■ Siebel Interface Programming

■ Siebel Scripting

For more information on this module, see Siebel Tools Reference, MidMarket Edition and Siebel Tools Online Help, MidMarket Edition, Configuration Guidelines, MidMarket Edition, Developing and Deploying Siebel eBusiness Applications, MidMarket Edition, and Global Deployment Guide, MidMarket Edition.


Products Overview

Siebel Interface Programming, MidMarket Edition

Siebel Interface Programming, MidMarket EditionSiebel Interface Programming, MidMarket Edition provides open object interfaces to Siebel applications supporting integration between Siebel and external applications.

Siebel object interfaces are available to developers through COM, CORBA, ActiveX and Java Data Beans. These object interfaces provide a collection of methods on Siebel objects that expose their data and functions to custom routines written in server scripts or other languages external to Siebel applications. These interfaces provide access to Siebel business objects with predefined methods, events, and data. Customers can integrate Siebel client and server applications with a variety of vendors.


■ COM Interfaces

■ CORBA Interfaces

■ Active X Interfaces

■ Java Data Beans

For more information on this module, see Siebel Tools Reference, MidMarket Edition and Siebel Tools Online Help, MidMarket Edition.


Products Overview

Siebel Database Extension, MidMarket Edition

Siebel Database Extension, MidMarket EditionSiebel Database Extension, MidMarket Edition extends the Siebel data model to suit customer requirements. It provides the capability to store additional information and specific attributes and their values to address customers’ needs. It offers more than 40 preexisting tables that provide 1:1 relationships with base tables and more than 20 that provide a 1:M relationship. In addition, it provides over 30,000 predefined columns in base tables to extend the Siebel data model. This feature provides a point-and-click interface for adding columns to tables. It also provides the capability to integrate custom data model extensions with Siebel Remote.


■ Extend base tables with new columns

■ Use extension tables

■ Database Extension Designer



Products Overview

Siebel Scripting, MidMarket Edition

Siebel Scripting, MidMarket EditionSiebel Scripting, MidMarket Edition includes two scripting languages — Siebel VB (Visual Basic) and Siebel eScript (Javascript). It allows integration with legacy and other third-party packaged applications. Both Siebel VB and Siebel eScript can coexist and can be used for both client-side and server-side programming.


■ Siebel VB

■ Siebel eScript



Product Features and Views A

This appendix lists the views associated with each feature of each product in the Siebel eBusiness Applications, MidMarket Edition product suite.


Product Features and Views


Siebel Sales, MidMarket EditionTable 1 lists features and their associated views for this product.

Table 1. Siebel Sales, MidMarket Edition Features and Views

Feature View Names

Home Page Sales Home Page View

Sync No views associated with this feature. Applicable modules enabled.

Remote Dock Session Log

Mobile Client List

Sync Client Status View

Sync Diagnostic View

Sync Download Statistics View

Sync Route Model View

Sync TxnProc Status View

Sync Upload Statistics View

Docking Log

Docking Log By Source Node

Docking Log By Table

Docking Log By Operation

Search Index Request View

Remote CSM Log

Auto Synchronization View

Synchronization Sessions View

Mobile User Summary View




Opportunity Management

All Opportunities across My Organizations

All Opportunities across Organizations

All Opportunity List View

All Opportunity Category Search View

All Opportunity Across Organization Category Search View

All Opportunity Category Search View

Opportunity Audit Trail View

Manager's Opportunity List View

Opportunity Administration View

Opportunity Attachment View

Opportunity Category View

Opportunity Detail - Activities View

Opportunity Detail - Competitors View

Opportunity Detail - Contacts View

Opportunity Detail - Organizations View

Opportunity Detail - Products View

Opportunity Detail - Sales Team View

Opportunity Details

Opportunity Explorer View

Opportunity List View

Lead Source Administration View

Opportunity Category Search View

Sales Cycle Administration View

Opportunity Manager's Explorer View


Feature View Names




Opportunity Messaging List View

Opportunity Monthly Calendar View

Opportunity Note View

Opportunity Organization Analysis View

Opportunity Profile View

Sales Quotas Quota Achievement Analysis View

Quota Achievement View

Quota Incentive View

Quota Objective Assignment View

Quota Objective View

Quota Plan View

Quota Position Assignment View

Sales Alerts Sales Message List View

Sales Message User View

Partner Message Detail - Literature View

Partner Message Detail - Product View

Partner Message Detail - Recipient Division View

Partner Message Detail - Recipient Position View

Partner Message View


Feature View Names




Sales Executive Information System

Oppty Chart View - New Business Analysis

Oppty Chart View - Sales Pipeline Analysis

Oppty Chart View - Sales Pipeline Phases Analysis

Oppty Chart View - Opportunity Analysis

Oppty Chart View - Pipeline Analysis

Account Chart View - State Analysis

Activity Chart View - Activity Analysis

Opportunity Default Chart View


Feature View Names




Quotes Account Quote View

All Quote List View

All Quotes across Organizations

Contact Detail - Quote View

Manager's Quote List View


Opportunity Quote View

Payment Terms

Personal Quote List View

Product Administration View

Product Detail Administration Cost Lists View

Product Bundle View

Product Detail Price Lists Administration View

Product Line Administration View

Quote Administration View

Quote Attachment View

Quote Bill To/Ship To View

Quote Detail View

Quote Item Detail View

Quote Item XA View

Quote List Detail View


Feature View Names




Quote List View

Quote Manager's Explorer View

Quote Orders View

Quote Single Product View

Quote Terms View

Quote Chart View - Account Analysis

Quote Chart View - Discount Analysis by Rep

Quote Chart View - Discount Analysis by Account

Quote Chart View - Status Analysis by Rep

Quote Default Chart View

Product Template List View

Product Template List View2

Quote Fulfillment Line Item View

Quote Payment-Total View


Feature View Names




Competitors All Competitive Company across Organizations

Comparative Company Features Administration View

Comparative Literature View

Comparative Product Features Administration View

Competing Product Comparison Administration View

Competing Product Comparison View

Competitive Company across Catalogs

Competitive Company Administration View Home

Competitive Company Administration View

Competitive Company View - Details

Competitive Company View

Competitive Feature Administration View

Competitor Comparison View

Competitor Literature Administration View

Competitor Literature View

Competitor Product Literature Administration View

Competitor Product Literature View

Opportunity Detail - Competitors View


Feature View Names




Account Management Account Address

Account Administration View

Account Attachment View

Account Category Search View

Account Manager's Explorer View

Account Customer Satisfaction Survey

All Accounts across My Organizations

Account Detail - Opportunities View

Account Category View

Account Detail - Activities View

Account Detail - Business Address View

Account Detail - Contact User Admin View

Account Detail - Contacts View

Account Detail - Credit Profile View

Account Detail View

Account Explorer View

Account Issue View

Account List View

Account Messaging List View

Account Note View

Account Organization Analysis View

Account Profile View

Account Sales Team View

Account Satmetrix Survey View

Account Service Profile View


Feature View Names




All Account List View

All Account Across Organization Category Search View

All Account Category Search View

All Accounts across Organizations

Manager's Account List View

Account Monthly Calendar View

Application Administration

Access Group Explorer View

Access Group Member List View

Account Administration View

All Partner Contact Administration View

All Person Administration View

All User Administration View

Client Admin - Named Users Summary View

Client Admin - Usage History View

All User Administration View (Login Conflict)

Contact Administration View

Currency Exchange View

Currency List View

ePortal Literature Admin View

ePortal Page Sections View

External Product Administration View

Industry Administration View

Internal Division

Internal Division More Info View


Feature View Names




Internal Division Position List View

Language Administration View

List of Values Explorer View

List of Values View

Locale List View

Locale Name Translation View

Message Translation View

Organization Chart

Organization More Info View

Organizations

Pager Company List View

Period Administration View

Position More Info Explorer View

Predefined Query Administration View

Responsibility Administration View

Siebel License Key View

System Preferences

Time Zone Administration View

User Category Administration View

User List Administration View

User List Contact List Admin View

View Administration View

Resources Admin View


Feature View Names




Info Center User Catalog List View (SCW)

User Catalog List View

User Catalog Explorer View (SCW)

User Catalog Explorer View

User Catalog List View - Competitor

User Catalog List View - Literature

User Catalog List View - Products

User Catalog List View - Resolution

User Catalog List View - Solutions

Web Brower Administration

Web Browser Browser List View

Web Browser Capability List View

Web Browser Events Detail View

Web Browser Events List View

Web Browser Capability More Info View

Web Browser Control Detail View

Web Browser Control Events Detail View

Web Browser Control Events List View

Web Browser Control Events More Info View

Web Browser Control List View

Web Browser Control More Info View

Web Browser Detail View

Web Browser Events More Info View

Web Browser More Info View


Feature View Names




Class/Attribute Administration

Dynamic Part Number Definition View

Part Number Administration View

Predefined Part Numbers View

Product XA Administration View

Product XA View

XA Administration Detail View

XA Attribute Translation Administration View

XA Class Translation Administration View

XA Administration View

XA Class List of Values View

Contact Management All Contact Across Organization Category Search View

All Contact Category Search View

All Contacts across Organizations

Contact Administration View

All Contacts across My Organizations

Contact Category Search View

Contact Attachment View

Contact Category View

Contact Customer Satisfaction Survey

Contact Detail - Accounts View

Contact Detail - Personal Address View

Contact Detail - Personal Payment Profile View

Contact Detail - Opportunities View


Feature View Names




Contact Detail - Revenue Schedule Smart Script View

Contact Detail - Quote View

Contact Detail - Sales Orders View

Contact Detail - Personal Payment Profile View

Contact Details View (Detail tab)

Contact Email Password Error View

Contact Email Password Complete View

Current Quote View (eEvents)

Contact Detail View

Contact List View

Contact Manager's Explorer View

Contact Messaging List View

Contact Note View

Contact Organization Analysis View

Contact Private Note View

Contact Profile View

Contact Relationships View

Contact Monthly Calendar View

Contact Web Access View

Manager's Contact List View

Personal Contact List View

Visible Contact List View


Feature View Names




Correspondence Admin Sales Tools List

Correspondence Add Literature by Product View

Correspondence List

Correspondence Template

Fulfillment Center

Fulfillment List

Personal Correspondence Template List

Calendar HI Activity Calendar View

eGanttChart View

eCalendar Daily View

eCalendar Detail View

eCalendar Detail View With Participants

Calendar Access List View

eCalendar Monthly View

eCalendar Weekly View

Calendar Admin View

Employee Calendar View

Employee Monthly Calendar View


Feature View Names




EAI EAI Lookup Map View

EAI Data Map View

EAI Dispatch Service View

EAI DTE Data Map Browser

EAI DTE Data Map Editor

Workflow Abort

Workflow Debug

Workflow Decision Point

Workflow End Step

Workflow Process Definition

Workflow Process Property

Workflow Process Steps

Workflow Start

Workflow Step Definition

Workflow Sub Process

Workflow Sub Process Next Step

Workflow Task Next Step

Workflow Wait

Workflow Wait Next Step

WI Content Fixup Admin View

WI Host Admin View

WI Symbolic URL Admin View


Feature View Names




Employee All Employees across Organizations

Employee List ReadOnly View

Employee List More Info View

Employee List View

Employee Skill View


Feature View Names




Product Administration Activity Product View

All Products across Organizations

Internal Product Image View


Product Administration View

Product Detail Administration Cost Lists View

Product Bundle View

Product Attachment View

Product Detail Administration View

Product Detail Components Administration View

Product Detail Components View

Product Detail Key Features Administration View

Product Detail Key Features View

Product Detail Price Lists Administration View

Product Detail Price Lists View

Product Detail Product Comparison Administration View

Product Detail Product Comparison View

Product Detail View

Product Line Administration View

Product List More Info View

Product List View

Product Literature Administration View

Product Literature View

Product Translation Administration View

Sales Tools List by Product


Feature View Names




Cost/Rate Administration

Admin Cost List Indirect Costs

Admin Cost List Item

Admin Cost List

Cost List Item

Cost List

Cost List Copy View

Rate List Copy View

PS Admin Rate List Item View

PS Admin Rate List View

PS Rate List Item View (Read Only)

PS Rate List Item View

PS Rate List View

Product Detail Cost Lists View

Literature Administration Admin Sales Tools List

Admin Sales Tools Translation List View

All Sales Tools across Organizations

Literature Item View

Sales Tools across Catalogs

Sales Tools List Detail View

Sales Tools List


Feature View Names




Message Administration All Messaging Detail View

Messaging Activity View

Messaging Alert Setup View

Messaging Attachment List View

Messaging List View

My Daily Messaging List View

My Monthly Messaging List View

My Weekly Messaging List View


Feature View Names




Outbound Communications Server

CommSrv CM Adapter/Adapter Parameter View

CommSrv CM Adapter/Adapter Profile View

CommSrv CM Configuration Parameter View

CommSrv CM Configuration Profile View

CommSrv CM Configuration User View

CommSrv CM Configuration Command View

CommSrv CM Configuration Event Handler View

Comm Package Items Admin View

Comm Request Relationship Admin View

Comm Request Source Recipient Admin View

Comm Request Package Admin View

CommSrv CM Media Item View

Comm Package Items Personal View

CommSrv CM Profile Personal View

Comm Request Relationship Personal View

Comm Request Source Recipient Personal View

Comm Request Package Personal View

Comm Package Response Form Admin View

Comm Package Outbound Form Admin View

Comm Request Relationship Detail Admin View

Comm Package Response Form Personal View

Comm Package Outbound Form Personal View

Comm Request Relationship Detail Personal View

CommSrv Report View


Feature View Names




Personalization Personalization Actions View

Personalization Events View

Personalization Event Defs View

Personalization Rules View

View Personalization View

Applet Personalization View

Personalization Test View

Price Lists Admin Price List

Admin Price List Item

Admin Volume Discount Item

Admin Volume Discount List

All Price Lists across Organizations

Price List

Price List Copy View

Price List Item

Volume Discount Item

Volume Discount List

Admin Price List Item Service Details (FS)

Price List Line Item Service Details

Search Administration

Search Admin Settings View

Search Basic Settings View

Search Indices View


Feature View Names




Server Manager Enterprise Server/Server View

Enterprise Svcdef/Task View

Server Task List View

Enterprise Compgroup / Server Assignments

Batch Job Submission View

Batch Job Scheduling View

Repeating Batch Job List View

Server Server/Compgroup View

Server Server/Service Instances View

Server Server/Task View

Server Server/Parameter View

Server Server/Server Event Configuration

Server Server/Statistic View

Server Server/Info Log View

Server Info Log/Info Detail View

Compgroup Servers View

Compgroup Components View

Compgroup Tasks View

Server Server/Component/Task View

Server Server/Component/Parameter View

Component / Component Event Configuration


Feature View Names




Server Server/Component/State Value View

Server Server/Component/Statistic View

Server Task/Parameter View

Server Task/State Value View

Server Task/Statistic View

Server Task/Info Log View

Enterprise Parameters View

Enterprise Cfg Compgrp Components

Enterprise Service/Parameter View

Batch Component Admin View

Component Job View

Gateway Parameters View

My Component Request View

My Repeating Component Request View

My Repeating Batch Job List View

SA-VBC Named Subsystem View

Siebel Object Manager No views associated with this feature. Applicable modules enabled.

User Roles Role Detail - Tasks View

Role Detail More Info View

Role Detail View

Role Detail - Applications View

Web Services Inbound Web Service

Outbound Web Service


Feature View Names




Workflow State Model Detail View

State Model Detail View - States

State Model List View

Workflow Action Type List View

Workflow Chart View - Action Time

Workflow Object Explorer View

Workflow Policy Detail View

Workflow Policy List View

Workflow Abort

Workflow Debug

Workflow Decision Point

Workflow End Step

Workflow Instance Detail

Workflow Process Definition

Workflow Process Instance

Workflow Process Property

Workflow Process Steps

Workflow Siebel Operation

Workflow Siebel Operation Next Step

Workflow Start

Workflow Step Definition

Workflow Step Instance

Workflow Sub Process

Workflow Sub Process Next Step


Feature View Names




Workflow Task Next Step

Workflow User Interact

Workflow Wait

Workflow Wait Next Step

Activity Management Activity Attachment View

Activity Contacts View

Activity Detail View

Activity Explorer View

Activity List View

Activity Messaging List View

Activity Participants Gantt Chart View

Activity Participants View

Activity To Do List View

All Activity List View

Delegated Activity List View

Manager's Activity List View

Other's Activity List View

Activity Chart View - Activity Analysis

Activity Product View

Activity Follow Up Activity View

Activity Prospects View

Activity Default Chart View


Feature View Names




User Profile/Registration eChannel User Profile Calendar View

Change Position View

Page Tab Layout View

SRF Screen View View

User Profile Behavior View

User Profile CTI View

User Profile Calendar View

User Profile Communications View

User Profile Correspondence View

User Profile Default View

User Profile Expense Reports View

User Profile Personal Position Availability View

User Profile Price List View

User Profile Search View

User Profile Spell Check View

User Registration Contact Information View

User Registration Confirmation Msg View

User Registration Declined View

User Registration Forget Pwd Challenge Answer Error View

User Registration Forget Pwd Challenge Ques View

User Registration Forget Pwd Confirm View

User Registration Forget Pwd Decline View

User Registration Forget Pwd Info View

User Registration Initial Form View


Feature View Names




User Registration Legal Confirmation View

User Registration Login Error Msg View

User Registration Missing Info Msg View

User Registration Password Error Msg View

User Registration Security Setup Error Msg View

Communication Information

Contact Us Mail Address Administration View

Contact Us Email Subject Administration View

Contact Us Communication Channel View

Contact Us Email View

Contact Us Successful Email Submission View

Contact Us Addresses View


Feature View Names




Search Center Advanced Search Results View

Advanced Search View

Basic Search Results View

Basic Search View

Find Results View

Find View

Search Selection View

Opportunities Preview View

Opportunity (SCW) Preview View

Order Preview View

Product Preview View

Product Defect Preview View

Account Preview View

Service Request Preview View


Literature Preview View

Solution Preview View

Comm Package Response Form Preview View

Account (SCW) Preview View

Agreement Preview View

Asset Preview View

Campaign Preview View

Contact Preview View

Contact (SCW) Preview View

Employee Preview View

Offers Preview View


Feature View Names




Orders Order Entry - Line Item Activity List View (Sales)

Order Entry - Line Item Activity List View

Order Entry - Line Item Audit Trail View (Sales)

Order Entry - Line Item Audit Trail View

Order Entry - Order Form Header View (Sales)

Order Entry - Order Form Header View

Order Entry - Order Status Audit Trail View (Sales)

Order Entry - Order Status Audit Trail View

Product Template List View

Product Template List View2

Account Detail - Orders View

Contact Detail - Service Orders View

Order Entry - Admin - Action Types View

Order Entry - Admin - Order Types View

Order Entry - All Orders Across Organizations View (Sales)

Order Entry - All Orders Across Organizations View

Order Entry - All Orders View (Sales)

Order Entry - All Orders View

Order Entry - Attachments View (Sales)

Order Entry - Attachments View

Order Entry - Detail Orders View (Sales)

Order Entry - Detail Orders View

Order Entry - Line Item Actions View (Sales)

Order Entry - Line Item Actions View


Feature View Names




Order Entry - Line Items View (Sales)

Order Entry - Line Items View

Order Entry - Line Items XA View (Sales)

Order Entry - Line Items XA View

Order Entry - Line Items Detail View (Sales)

Order Entry - Line Items Detail View

Order Entry - My Orders View (Sales)

Order Entry - My Orders View

Order Entry - Payment View

Order Entry - Payment View (Sales)

Service Request RMA List View

Payment Terms

Order Entry Chart View - Aging Analysis By Priority (RMAs/Service Orders)

Order Entry Chart View - Aging Analysis By Priority (Sales Orders)


Feature View Names




Catalog Administration Organizations View (Read-only)


Catalog Admin Detail View - Access Group

Catalog Admin Detail View - Catalog Access Group

Catalog Admin Detail View - Catalog Detail

Catalog Admin Detail View - Catalog More Info

Catalog Admin Detail View - Catalog Translations

Catalog Admin Detail View - Category Detail

Catalog Admin Detail View - Comm Templates

Catalog Admin Detail View - Competitor

Catalog Admin Detail View - Instructions/Troubleshoot

Catalog Admin Detail View - Literature

Catalog Admin Detail View - More Info

Catalog Admin Detail View - Products

Catalog Admin Detail View - Resolution

Catalog Admin Detail View - Solutions

Catalog Admin Detail View - Translations

Category Master Data View - Literature

Category Master Data View - Products

Category Master Data View - Resolution

Category Master Data View - Solutions

Competitive Company across Catalogs

Products across Catalogs

Sales Tools across Catalogs


Feature View Names




Expense Reporting Activity Expense View

All Expense List View

Delegated Expense List View

Expense Hotel List View

Expense Item Mileage View

Expense Item Type View

Expense List View (ePS)

Manager's Expense List View

Expense Approval List View

Period Administration View

Expense Item List View

Expense List Approval View (ePS)

Expense List Detail View (ePS)

My Expense List View

Reports Server RS Active Request View

RS Admin Sync Request View

RS Completed Request View

RS Personal Profile View

RS Report Detail List View

RS Report Tree View

RS Scheduled Request View

RS Admin Profile View


Feature View Names




Business Service Administration

Business Service List View

Business Service Methods List View

Business Service Script Editor View

Business Service Test View

Customer Dashboard Persistent Customer Dashboard View

Table 1. Siebel Sales, MidMarket Edition Featur

Siebel MidMarket Edition Product Overview Guide · 2002. 9. 19. · Version 7.5 Siebel MidMarket...

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Transcript of Siebel MidMarket Edition Product Overview Guide · 2002. 9. 19. · Version 7.5 Siebel MidMarket...