TRP-2 CASE STUDY for SIEBEL CRM STREAM

Vacuum Cleaner Case Study Siebel CRM Case Simulation (Level II)

VERSION: 1.0

Phuss Vacuum cleaners Sales Finance Service

East

West

Service division is headed by the Mr. Dass and has two sub divisions to take care of the eastern and western region. East and West division are headed by Mr. Kamal and Ms. Dim le res ectively. !ll the service engineers are in either East or West division based on the location they service. Sales division takes care of the sales in all the regions" and is headed by a Sales Manager. !ll the Sales !gents re ort to this sales manager. !ll the above mention ersonnel re ort to Mr. #lean Well" the #E$ of the %&#. '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 o ortunities created by the sales agents" but must not be allowed to modify this data. Mr. Dass also wants to view all the S(s generated by both the divisions. Sales agents should be able to view the service re)uests created by the service agents.

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TRP-2 CASE STUDY for SIEBEL CRM STREAM

Vacuum Cleaner Case Study

VERSION: 1.0

Mr. #lean Well needs to see all the o ortunities and service re)uests being generated in the com any. 0e also wants to see a list of S(s based on the region. Sales agents" service engineers and other ersonnel should have the re)uired screens 1 views to erform there 2ob functions. 3ou are re)uired to configure the a lication 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 be associated. $nly the following industries are to be dis layed4 -. 5anking +. Manufacturing /. $thers 2. When the user clicks on an !ccount 6ame" a new view should o en showing the !ccount .ist and the related $ ortunities. 7f the user creates and saves a new !ccount record with status 8old" the user should automatically be navigated to the above mentioned view. %. 9ser wants a :(emarks; field of -,, characters to enter comments for an !ccount record. &. 9ser wants to view the relationshi between !ccount 1 $ ortunities 1 !ctivity %lans 1 !ctivities in the following manner.
Account Opportunity

Activity Plans

Activities

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TRP-2 CASE STUDY for SIEBEL CRM STREAM

Vacuum Cleaner Case Study

VERSION: 1.0

#licking on the account record will dis lay all the related o ortunities in the $ ortunity ! let" Selecting an o ortunity will show all its related !ctivity %lans" and selecting an !ctivity lan will dis lay all the related !ctivities. 'he above view should be made available as a .ink 5ar.

'. 7f the sales agent creates and o ortunity with revenue greater than <,,",,," an activity should automatically be created with 'y e as Manager;s (eview (. Drilling down in the $ ortunity 6ame should take the user to $ ortunity Detail = (evenue Schedule &iew if the :Sales Stage is ,+=>ualification ). 3ou are re)uired to sum :#urrent &olume; and :%otential &olume; fields of !ccount and dis lay the sum in the :(emarks; field. ?use a workflow and Sum'wo business service to achieve this@ A=@ 9. 9 on creation of a Service (e)uest" if no owner is assigned within minute" an activity should be created with Descri tion 6o $wner. 7f after < minutes there is still no owner" S!DM76 should be assigned as the owner.

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