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Introduction To Siebel

Business Entities


Siebel eBusiness Applications use entities to manage business relationships, for example
  • Accounts
  • Opportunities
  • Contacts
  • Service Requests
  • Activities
  • Assets
Entity A business entity is something in the real world in which we have a business interest.

Account
  • Is a business external to your company
  • Represents a current or potential client, a business partner, or a competitor











Opportunity

  • Is a potential revenue-generating event
  • Has the following characteristics
  • Possible association with an account
  • Potential revenue
  • Probability of completion
  • Close date











Contact

  • Is a person with whom you do business
  • Has the following characteristics
  • Name
  • Job title
  • Email address











Service Request

  • Is a request from a customer for information or assistance with
  • a problem related to products or services purchased from your
  • company
  • Has the following characteristics
  • Status
  • Severity
  • Priority










Activity
  • Is a specific task or event to be completed
  • Has the following characteristics
  • Start date and due date
  • Priority
  • Assigned to specific employees for completion









Asset
  • Is an instance of a purchased product
  • Has the following characteristics
  • Asset number
  • Product and part number
  • Status









Types of Applications

Employee
  • Internal application used by employees and partners
  • Examples: Siebel Sales, Siebel Call Center, eFinance
Customer
  • External application used by customers
  • Examples: Siebel eService, Siebel eSales, Siebel eMarketing
Partner
  • External application used by employees and partners
  • Example: Siebel eChannel
  • There are two types:
    • Alliance Partners are partners who team with Siebel Systems in the market.
    • Channel Partners are partners authorized to resell Siebel eBusiness Applications.
Types of User Interfaces (UI)

High interactivity
  • Available for employee applications, supporting highly interactive enterprise users
  • Requires Internet Explorer 5 or higher
  • Available only with Siebel employee applications in the Siebel 7 release.
  • High interactivity relies on Java, JavaScript, and LiveConnect support from the browser.
  • It also requires JavaScript 1.2 Document Object Model (DOM) technology and HTML frame support from the browser.
Standard interactivity
  • Available for customer applications
  • Behaves like traditional Web applications, requiring frequent page refreshes
  • Available for customer applications, when the Web user’s browser is unknown.
Benefits of High Interactivity UI
  • Reduces number of page refreshes
  • User downloads complete HTML page initially
  • Subsequent round trips fetch data required to update page
  • Saves data implicitly by stepping off record
  • No need to click Save button
  • Supports highly interactive graphical UI elements
  • Flowcharts, organization charts, interactive toolbars
Differences Between High and Standard Interactivity

  • The following features are supported only by high interactivity
  • Client-side scripting
  • With access to Siebel objects on the client side
  • Interactive controls
  • Calculator, calendar date/time selector
  • Keyboard shortcuts
  • For frequently used commands
Client-side Scripting

Using Siebel objects, customers can build sophisticated data validation logic on the client side to further reduce the number of page refreshes needed for high interactivity applications.

Interactive Controls

These provide customers with added flexibility to design and customize their applications.

Keyboard Shortcuts

Allow employees to speed up routine tasks and thereby improve their productivity.