Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Tracking Partners and Competitors of Accounts

Siebel CRM On Demand provides areas in the application where you can track information on either partners or competitors for your accounts. For example, you might want to track which companies (accounts) you do business with for Account XYZ or which companies (accounts) you compete with for Account XYZ.

To do so, first link the account acting as your partner or competitor to the account record. Then add information to the Account Partner Edit or Account Competitor Edit page about the partner or competitor, such as its strengths and weaknesses.

NOTE: You can link as many partner or competitor accounts as you want. However, you cannot link an account record to itself as a partner or competitor. For example, Company ABC cannot be linked to Company ABC, unless there are two separate records for the company within the database.

Before you begin. Create an account record for each partner or competitor you want to link to the account. When creating that record, you can select Partner or Competitor as the Account Type. For instructions on adding records, see Creating Accounts.

To track partner and competitor information for accounts

  1. Select the account.

    For instructions on selecting accounts, see Finding Records.

  2. On the Account Detail page, scroll down to the Competitor or Partner section and do one of the following:
    • To link an account, click Add.
    • To update information, click the Edit link next to the existing partner or competitor.
  3. On the Account Competitor Edit or Account Partner Edit page, enter the required information.

    The following table describes some field information for tracking partner or competitor information.

    Field

    Comments

    Partner

    Click the Lookup icon, and select the account whose relationship and information you want to track as your partner when dealing with this account.

    Competitor

    Click the Lookup icon, and select the account whose relationship and information you want to track as your competitor for this account.

    Is a

    Select an option that defines the relationship between the accounts. In the second line, select the option that defines the reverse relationship or role.

    Default values are Customer, Partner, System Integrator, Vendor, and Reseller. Your company administrator can change or add values to the drop-down list.

    Start Date

    Default is today's date. You can use this field to record the start date of a partnership.

    End Date

    You can use this field to record the expiration date of a partnership.

  4. Save the record.


Published 05/11/2007