Vacuum Cleaner Case Study

8/13/2019 Vacuum Cleaner Case Study

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TRP-2 CASESTUDYforSIEBELCRM STREAM

Vacuum Cleaner Case Study VERSION: 1.0

Siebel CRM Case Simulation

(Level II)

Service division is headed by the Mr. Dass and has two sub divisions totake care of the eastern and western region. East and Westdivision are headed by Mr. Kamal and Ms. Dimle resectively. !ll theservice engineers are in either East or West division based on thelocation they service.

Sales division takes care of the sales in all the regions" and is headedby a Sales Manager. !ll the Sales !gents reort to this salesmanager.

!ll the above mention ersonnel reort to Mr. #lean Well" the #E$ ofthe %.

'he service engineers should not be able to access the sales data.'hey only see the data created by them.

Mr. Dass should be able to view the oortunities created by the sales

agents" but must not be allowed to modify this data. Mr. Dass alsowants to view all the S(s generated by both the divisions.

Sales agents should be able to view the service re)uests created bythe service agents.

Wipro Tec!o"o#ie$ * +,-+ Wiro td. !ll rights reserved.

Siebel #(M case simulation %age - of /

Phuss

Vacuum cleaners

Sales Finance Service

East West


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Mr. #lean Well needs to see all the oortunities and service re)uests

being generated in the comany. 0e also wants to see a list of S(sbased on the region.

Sales agents" service engineers and other ersonnel should have there)uired screens 1 views to erform there 2ob functions.3ou are re)uired to configure the alication to take of the following4

1.#urrently many industries can be associated with a single account.'he new configuration re)uires that only a single industry can beassociated. $nly the following industries are to be dislayed4

-. 5anking

+. Manufacturing/. $thers

2.When the user clicks on an !ccount 6ame" a new view should oenshowing the !ccount ist and the related $ortunities. 7f the usercreates and saves a new !ccount record with status 8old" the usershould automatically be navigated to the above mentioned view.

%.9ser wants a :(emarks; field of -,, characters to enter commentsfor an !ccount record.

&. 9ser wants to view the relationshi between !ccount 1$ortunities 1 !ctivity %lans 1 !ctivities in the following manner.

Wipro Tec!o"o#ie$ * +,-+ Wiro td. !ll rights reserved.

Siebel #(M case simulation %age + of /

Account Opportunity

Activity Plans Activities


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#licking on the account record will dislay all the related oortunities

in the $ortunity !let" Selecting an oortunity will show all itsrelated !ctivity %lans" and selecting an !ctivity lan will dislay all therelated !ctivities.

'he above view should be made available as a ink 5ar.

'.7f the sales agent creates and oortunity with revenue greater than

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Vacuum Cleaner Case Study