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