CRM Web Portal & Report Center · CRM Report Center View Your Team Performance Online! Infographics are easier to ... project name to further edit if needed: 3 ... sector or RBU,

CRM Web Portal & Report Center

Olivia.Chen

Online Marketing Competence Center (OMCC)

2017-12-13

CRM Web Portal

Try it Now https://siebelwebapp.advantech.com/

From now on, sales can check sales reports and edit CRM data in this portal, even can access

the site without VPN setting when traveling out of office!

Create & Edit CRM Data

With PC. Tablet. Mobile

View SOP & Video

View Individual/Team/Group Sales Report

With PC, Tablet (horizontal)

View SOP

How to Set Up a Quick Link on My Mobile Screen?

https://siebelwebapp.advantech.com/

CRM Report Center

View Your Team Performance Online!

Infographics are easier to comprehend than pure figures

View real-time team performance

Improve communication with SCM team

Submit forecast with detail data support

https://siebelwebapp.advantech.com/login

Functions Available Now!

View Team Performance

(Quota / forecast / achievement / backlog / Oppty / big deal..etc.)

Forecast Accuracy -- Team / Individual

Forecast Accuracy -- Sales manager global ranking

Oppty product forecast approval function

Functions Availability

Check Now! https://siebelwebapp.advantech.com/


New Biz Review Scenario…

Sales Manager: Alan, why I saw there is one overdue Oppty in the report? I think you just close that Oppty last week right? Please close it. Alan: Umm….let me check it. I just updated the revenue and close it. Sales Manager: OK. I can saw it in the won Oppty now. Please make sure to close your Oppty in time. Thanks. Alan: I will remember.

Chose Your Role…

Sales

• View individual performance

• Submit individual forecast

• Update Oppty, esp. big deal /

overdue Oppty

Sales Manager

• View team performance

• Submit team forecast

• Monitor team big deal / Oppty

• Approve team product forecast

Group Manager

• View group performance

• Monitor group big deal / Oppty

progress and provide supports

Click below picture to read your CRM Report

*Please note currently Report Center can only be accessed in PC or tablet environment

*AEU EIoT KA Team can still refer to the CRM reports since all data synchronize from SFDC to Siebel

I AM A Sales https://siebelwebapp.advantech.com/



Log in Report Center


Portal URL:

Log in by CRM ID or Employee Zone ID.

Highly suggest login by CRM ID to view

report and further edit CRM data.

1




Portal URL:

2


Select a Report

1. Select the report you’d like to view

2. Individual report will be started with

“[Individual]” and specify the sales code

3. Click “View Report”

3

Interface Overview

The report selected in the previous page

Click to view other reports

Report center is composed of 2 tabs:

1. KPI Dashboard -- Quota / forecast / achievement / backlog / Oppty / big deal..etc.

2. Forecast Accuracy

Report content varies when clicking each tab

XXXXX

Tab1: KPI Dashboard – Sales Performance

View Your Performance in 5 Charts!

1. Achievement (Quota / Forecast / Shipment + Backlog + Oppty)

2. Forecast & Estimated Achievement (Quota / Forecast / System Estimated

Achievement)

3. Opportunity Numbers

4. Opportunity Pipeline

5. Big Deal Projects

Goal & Features

• Check overall result at this page, and view detail info by

clicking the subtitle of each chart.

• Mouse over the chart to view details at a glance! – chart 1 / 2/ 3

• The report will show the result of the current month as default,

but you may reselect the month to check the performance of

other months.

1 2

3 4

5

XXXXX

Tab1: KPI Dashboard – Achievement

View monthly achievement by

• Previous month*

• Current month

• Next month

• Next next month

View your backlog of

• This month

• Next month

Click “Achievement (YTD)”

1

View achievement overview by

• YTD

• YTM

• Yearly

XXXXXX

XXXXXXX

XXXXXXX

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XXXXXXX

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Tab1: KPI Dashboard – Forecast & Estimated Achievement

View individual “Forecast & Estimated

Achievement” for the next 3 months

Click to submit your 3 month forecast

Click “Forecast & Estimated

Achievement”

2

XXXXX

Tab1: KPI Dashboard – Opportunity Numbers

Click “Opportunity Numbers ”

View your opportunity numbers by

opportunity status:

• Won

• Lost

• Ongoing – In process

• Ongoing – Overdue

You can find Oppty numbers and

amount for each status as below:

When clicking the status, you can view

Oppty records in detail and click

project name to further edit if needed:

3

Mouse over the chart to see Oppty amount

by K in local currency

XXXXX

XXXXX

Ongoing – In process | 9 / NTD 142,179

Tab1: KPI Dashboard – Opportunity Pipeline

Click “Opportunity Pipeline ”

View your ongoing opportunity

numbers by sale methodology and

stage1

• Funnel Sales Methodology

• DI/DW Sales Methodology

When clicking the stage category, you

can view Oppty records in detail and

click project name to further edit if

needed:

1. See appendix for the full list of Oppty stage.

2. If you cannot find any records for specific sales methodology, it

implies there is no such record (as the example in the left image.

There is no Oppty for DI/DW Sales Methodology)

4

XXXXX

XXXXX

25% Proposing/Quoting

Tab1: KPI Dashboard – Big Deal Projects

Click “Big Deal Projects”

View your big deal projects

• Big Deal: Oppty Rev which is over than

100K USD

• You may change time frame to view the

records of other months.

• You can view / edit records by clicking

“project name”

5

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Tab2: Forecast Accuracy

View your forecast accuracy

• Your Forecast and Siebel Estimated Forecast will be used to

calculate the deviation %

• Deviation formula:

• Deviation tolerance range is varied by month:

Current month: ± 10%

Next month: ± 20%

Next next month: ± 30%

Deviation figures will be highlighted with red dots if

deviation fall out of the tolerance Improvement needed!

(Sales Forecast - Siebel Estimated Forecast)

Siebel Estimated Forecast X 100

曾育琳

Sign Out Report Center

Log out by clicking ‘’Sign out’’

***Any questions regarding Report Center, please email Olivia.Chen & CRM.ACL.

I AM A Sales Manager https://siebelwebapp.advantech.com/





Portal URL:


*Login by CRM ID to view both CRM reports and

update CRM Data

*Login by EZ ID to view CRM reports only

1




Portal URL:

2


Select a Report

1. Select which RBU

2. Select the report you’d like to view.

Team report will be started with “[Team]”

Individual report will be started with

“[Individual]” and specify the sales code.


3

Interface Overview




1. KPI Dashboard -- Team Performance

(Quota / forecast / achievement / backlog / Oppty / big deal..etc.)

2. Forecast Accuracy -- Team / Individual

3. Forecast Accuracy -- Sales manager global ranking

4. Oppty product forecast approval function


XXXXX

XXXXX

Tab1: KPI Dashboard -- Team Performance

View Your Team Performance in 5 Charts!



Achievement)




Goal & Features

• Check team overall result at this page, and view detail info by

clicking the subtitle of each charts.




other months.

1 2

5

4 3

XXXXX

XXXXX


View team monthly achievement by

• Previous month*

• Current month

• Next month

• Next next month

View team backlog of

• This month

• Next month


1

View team achievement overview by

• YTD

• YTM

• Yearly

XXXXX

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XXXXXXX

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View team “Forecast & Estimated

Achievement”(overview) for next 3 months

View individual “Forecast & Estimated


Manager can submit team 3 month

forecast after checking below data


Achievement”

2

XXXXX

XXXXXXX



View team opportunity numbers by

opportunity status:

• Won

• Lost






Oppty records in detail:



3

Ongoing – In process

Ongoing – Overdue

Ongoing – Overdue

XXXXX

XXXXXXX

XXXX

Ongoing – In process | 159 / NTD 12,354, 791



View team ongoing opportunity


stage1







implies there is no such record for your team (as the example in

the left image. There is no Oppty for DI/DW Sales Methodology)

4

XXXXXX

XXXXXX XXXXX

XXXXXXX




View team big deal projects


100K USD


records of other months.

• Oppty owner will be able to view / edit

records by clicking “project name”

5

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XXXXX

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XXXXX

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View team forecast accuracy

• Team forecast (manager forecast) and Siebel Estimated

Forecast will be used to calculate the deviation %




Next month: ± 20%


Deviation figures will be highlighted with red dots if team

deviation fall out of the tolerance Improvement needed!

View individual forecast accuracy

• The same way to view individual forecast accuracy

(Team Forecast - Siebel Estimated Forecast)


-- Team / Individual


View global ranking of sales manager forecast

1. We compare the forecast deviation among all global sales

managers

2. Team forecast (manager forecast) and Siebel Estimated


Deviation formula:

3. Deviation tolerance range is varied by month:


Next month: ± 20%


Deviation figures will be highlighted in red if team

deviation fall out of the tolerance range

Improvement needed!

4. Ranking growth is the result of comparing the ranking of

current month and last month

(Team Forecast1 - Siebel Estimated Forecast)


-- Sales manager global ranking

2 4 1

Tab3: Forecast Accuracy -- Sales manager global ranking

5


5. Your won record will be marked in light blue.

6. If you’re the sales manager of more than 1 sales team,

you will get a global ranking2, and deviation figures of all

your teams by clicking “View Detail” in Sales group

columns (see )

7. If you would like to check your ranking in one specific

sector or RBU, you may reselect in the filter bar. We

provide both global ranking and sector rankings (IIoT /

EIoT / SIoT / Allied DMS).

1. Please note the team forecast number used is the number sent in the 2nd week of each month. This is

to encourage to send the forecast more accurately in the 2nd week of the current month.

2. The global ranking of sales managers who are the managers of multiple teams is calculated by using

all team’s forecast and all Siebel estimated forecast numbers to come out the deviation.

6

6

7

Sales manager global ranking

Team 1 result

Team 2 result

Tab4: Oppty Product Forecast Approval Function

Why approve here? SCM will prioritize product

forecast which already get sales manager’s

approval!

• You can find to-be-approved Oppty of your team

members here.

• Only ongoing Oppty with probability ≥ 50% will be listed

for approval.

• Overdue or Oppty without product forecast will not be

listed here.

• One Oppty will be lead by “▶” and in below format:

▶ Project Name

Opportunity Stage | Rev. | Account Name | Owner | Close@ Close date

▶ iService: Retail SRP Solution

75% | Rev. 25,000 | 群媒體有限公司 | Olivia Chen | Close@ 10/31

Example

| AAAAAAA |

| XXXXXXXXX |

| XXXXXXXXXXXXXXXXXXXX [ Site]


2

3

How to Approve?

All line items of an Oppty will be listed

with Qty and expected delivery month

Decide to feedback all line items or

only 1 item. You may tick “Select by

part #” to select all line items

For example, we tick “Select by part #”

to feedback all line items

The action bar will show up at the

bottom of the page

| AAAAAAAAA |

| XXXXXXXXXX |


4 5

6

Click “ Select a Status” to select

“Approve”

Click “Add comments” to put some

reminders to team members / SCM

colleagues if needed. SCM colleagues

will be able to view this comments and

feedback to you in T2D.

Click “Update & Submit”

Check update info correct

| AAAAAAAAA |

| AAAAAAAAA |

Approve

Approve

ACL IT testing

7




I AM A Group Manager https://siebelwebapp.advantech.com/





Portal URL:


*Login by CRM ID to view both CRM reports and

update CRM Data

*Login by EZ ID to view CRM reports only

1




Portal URL:

2


Select a Report

1. Select which RBU

RBU options are aligned with eManager RBUs.

2. Select which Sector (EIoT / IIoT / SIoT)

Group report will be started with “[Group]”


• Report accessibility will be granted by responsible RBU / Sector or sales force (KA/CP/AOnline).

• If any accessibility issue, please contact CRM.ACL.

3

mailto:[email protected]

Interface Overview




1. KPI Dashboard -- Quota / forecast / achievement / backlog / Oppty / big deal..etc.

2. Forecast Accuracy -- Group / team

3. Forecast Accuracy -- Sales manager global ranking


XXXXX

XXXXX

XXXXX

XXXXX

XXXXX

Tab1: KPI Dashboard -- Group Performance

View Group Performance in 5 Charts!



Achievement)




Goal & Features

• Check overall group result at this page, and view detail info by

clicking the subtitle of each charts.




other months.

1 2

3 4

5

XXXXX

XXXXX

XXXXX

XXXXX

XXXXX


View group monthly achievement by

• Previous month*

• Current month

• Next month

• Next next month

View group backlog of

• This month

• Next month


1

View group achievement overview by

• YTD

• YTM

• Yearly

XXXXX

XXXXXX

XXXXX

XXXXXX

XXXXXX

XXXXXX

XXXXXXX

XXXXXXX

XXXXXXXX



Achievement”

2

View group “Forecast & Estimated

Achievement”(overview) for next 3 months

View team “Forecast & Estimated


Free to drag the scroll bar to view all

teams’ result in this group

XXXXX

XXXXXX

XXXXX

XXXXXX

XXXXXX

View group opportunity numbers by

opportunity status:

• Won

• Lost






Oppty records in detail.

*Only Oppty owner can click to further edit.



3



XXXX

XXXXX

XXXXXX

XXXXX

XXXXXX

XXXXXX

XXXX



View group ongoing opportunity


stage1







implies there is no such record for the group

4

XXXX

XXXXX

XXXXXX

XXXXX

XXXXXX

XXXXXX

XXXX




View group big deal projects


100K USD


records of other months

• Only Oppty owner is allowed to further

edit the Oppty by clicking project name

5

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XXXXX

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XXXXX

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XXXXX

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XXXXX

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XXXXXX

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XXXXX

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XXXXX

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XXXXX


View group forecast accuracy

• All Team Forecast and Siebel Estimated Forecast will be used

to calculate the deviation %




Next month: ± 20%


Deviation figures will be highlighted with red dots if

deviation fall out of the tolerance

Improvement needed!

View team forecast accuracy

• Free to drag the scroll bar to view all teams’ result in this

group

(All Team Forecast - Siebel Estimated Forecast)

Siebel Estimated Forecast x 100

-- Group / Team

ATW-IIoT



1. We compare the forecast deviation among all global sales

managers

2. Team forecast (manager forecast) and Siebel Estimated


Deviation formula:

3. Deviation tolerance range is varied by month:


Next month: ± 20%


Deviation figures will be highlighted in red if team

deviation fall out of the tolerance range

Improvement needed!

4. Ranking growth is the result of comparing the ranking of

current month and last month

(Team Forecast1 - Siebel Estimated Forecast)

Siebel Estimated Forecast x 100

-- Sales manager global ranking

2 4 1

Tab3: Forecast Accuracy -- Sales manager global ranking


5. If the sales manager is the manager of more than 1 sales

team, he/she will get a global ranking2, and deviation

figures of all his/her teams by clicking “View Detail” in

Sales group columns (see )

6. If you would like to check the ranking in one specific

sector or RBU, you may reselect in the filter bar. We

provide both global ranking and sector rankings (IIoT /

EIoT / SIoT / Allied DMS).

1. Please note the team forecast number used is the number sent in the 2nd week of each month. This is

to encourage to send the forecast more accurately in the 2nd week of the current month.

2. The global ranking of sales managers who are the managers of multiple teams is calculated by using

all team’s forecast and all Siebel estimated forecast numbers to come out the deviation.

5

5

6

Sales manager global ranking

Team 1 result

Team 2 result




Appendix

Funnel Sales Methodology DI/DW Sales Methodology

5% New Lead D0-Lead Identify

10% Validating D1-Internal DI Project Approval

25% Proposing/Quoting D2-Send Proposal to Customer

40% Testing D3-Testing and Customer Approval

50% Negotiating D4-Sampling Order and First Article Production

75% Waiting for PO/Approval D5- Contract Awarded

90% Expected Flow Business D6-Pilot Run Production

100% Won-PO Input in SAP DW-Design Win Start (D7-DI Success)

0% Lost DW-Design Win Close

D8-Design In Failure

Sale Method & Sales Stage

Using Siebel On the Go!

Olivia.Chen

Online Marketing Competence Center (OMCC)

2017-04-25

(SOP v2)

CRM Web Portal

Access Siebel Easily with PC, Tablet, or Mobile

Real Time Sync to Siebel

Create & Update with minimum steps

Get Customer data on the Go

User Friendly for Multi-devices


Functions Available Now!

Account

Contact

Activity

Opportunity

Opportunity Update by batch (PC only)

Create & Update

Try Now! https://siebelwebapp.advantech.com/




Account One Stop UI

Contact

Activity

Oppty

Contact One Stop UI

Activity

Oppty

Oppty

Overdue Oppty

Ongoing Oppty

Search for the

existing

Account/Contact to

update data in One

Stop UI

Log In, you will find all your data in Siebel.

Agenda (click below to find the page or view videos)

How to Create an Account

How to Edit an Account

How to Create/Edit Contact/Opportunity/Activity for a Specific Account?

How to Create a Contact

How to Edit a Contact

How to Create/Edit Opportunity/Activity for a Specific Contact?

How to Maintain Oppty via Mail Oppty & Web Portal?

Web Portal: Create/Edit an Oppty

Web Portal: Update Multiple Oppty by Uploading an Excel File

Mail Oppty: Create an Oppty by Simply Sending a Mail

How to Access the Web Portal Quickly via Mobile Devices?

Q & A

Account

Contact

Oppty

Q & A

Intro Watch Video

Watch

Video

Watch

Video

Watch

Video

Watch

Video

Watch

Video

https://advantech.wistia.com/medias/rzzj3c36cz

https://advantech.wistia.com/medias/qwzzqh7mps

https://advantech.wistia.com/medias/t2j5z2v7vm

https://advantech.wistia.com/medias/2l8faq4ez8

https://advantech.wistia.com/medias/q07k7wib38

https://advantech.wistia.com/medias/fgovbuqfct

Log in CRM Web Portal


Portal URL:

Log in with your Siebel ID & PW


Home Page: Choose How to Start

Click to visit Account/Contact/Oppty section


Icon Definition:

: Click to view pop up window. If multiple

options are selected, only the primary option

will be display in the edit page.

: Read Only. Cannot be edited.

Account





Enter Account Section

Click to visit Account section

Account Interface Overview

View & Update an Account

Check which Account you hope to update

List summary: Account Name

Site

Account Status

Erp id#

Click “Edit” to edit Account basic info and One Stop UI

info (Account’s Contact, Activity or Oppty).

Click to return to Home Page

Search by Account name keywords

Create an Account

Click to create an Account

1. How to Create an Account?

Choose Account Status from list

Choose Account Type from list

Account Status

01-Premier Channel Partner 07-General Account

02-Gold Channel Partner 08-Partner's Existing Customer

03-Certified Channel Partner 09-Assigned to Partner

04-DMS Premier Key Account 10-Sales Contact

05-DMS General Account 11-Prospect

06G-Golden Key Account(ACN) 12-Leads

06-Key Account 13-Press/Media

06P-Potential Key Account 14-Inactive

15-Unverified

16-Service

Account Type

Alliance Partner End user - eStore Press-Design Agency

Catalog House End user - General Press-Online Media

Construction Engineering End user - Government Press-Others

Consultant End User - Medical Press-Printed Media

Contract Manufacturer End user - Military Press-Research Agency

Distribution Channel Partner Focused Channel Partner Representative

DMSO Machine Manufactor SI / VAR

eBusiness Network ODM Solution Partner

End user - Building

Automation OEM Trader Import/Export

End user - Education Others



If entering one of Address, Country, City., Need

to provide all these three information.

MUST start with +Country code + phone number


• Account Team default will be set up your Siebel ID

• Org will be set up with your Org in Siebel

Click Save to finish creating an Account.


Once saving the new Account, the page will be

directed to Account One Stop UI page to further

edit Contact / Oppty / Activity for this Account.

Or, click this icon to return to Account List

2. How to Edit an Account?

Search by Account name keywords

View & Update an Account

Check which Account you hope to update

List summary: Account Name

Site

Account Status

Erp id#

Click “Edit” to edit Account basic info and One Stop UI

info (Account’s Contact, Activity or Oppty).

We assume you’re updating Contact, Oppty or Activity for

an Account.

Once clicking “Edit”, you will be directed to Account One

Stop UI page to further edit Contact / Oppty / Activity.

You can still click “Detail” if Account basic info needs to be

updated

Click to return to Account List

2. How to Edit an Account?

3-1. Create/Edit a Contact for a Specific Account?

Search for Account in

Account List

For example, we

choose Big John Test

0301

Click “Edit”

Click “Contact” Search for contact, if

the contact exists, click

“Edit” to update

If the contact does not

exist, click “Create”

5

6

When creating/updating

Contacts in Account One

STOP UI, Account Name

cannot be changed.

**For details, please refer to

Contact section in PPT.

3-2. Create/Edit an Oppty for a Specific Account?


Account List

For example, we


0301

Click “Edit”

Click “Opportunity” Search for Oppty, if the

Oppty exists, click


If the Oppty does not


5

6


Oppty in Account One


cannot be changed.


Oppty section in PPT.

3-3. Create/Edit an Activity for a Specific Account?


Account List

For example, we


0301

Click “Edit”

Click “Activity” Search for Activity, if

the Activity exists, click


If the Activity does not


5

6


Activity in Account One


cannot be changed.


the following pages.

When clicking Email/Last Name/First

Name by icon ( ), contacts under this

account will be listed. Please select from

list.

3-3 Create an Activity for a Specific Account? (1)

Choose Activity Type from list

Account Name CANNOT be changed

since now is creating an activity for this

account

2

1

3

Please select Activity Source by clicking

icon ( ) if necessary.


Choose Activity Status from list.

2

1

3

For Activity Comment, click icon ( )

to update if necessary.


If need to set up Activity Plan to

Start/Completion date/time,

please select by calendar.

**Plan completion time must be later than plan to start time)

If the Activity can be linked to a

specific Oppty, please click the icon

to select. 2

1

3

1

2

Contact





Enter Contact Section

Click to visit Contact section

Contact Interface Overview

View & Update a Contact

Check which Contact you hope to update

List summary: Name

Account

Job function

Email

Click “Edit” to edit Contact basic info and One Stop UI

info (Contact’s Activity or Oppty).


Search by Contact name or Email

Create an Contact

1. How to Create a Contact?

Click to create a Contact


Last Name, First Name, Middle Name can be free entered


Choose Job Function from dropdown list

Job Function

Application Engineer Maintenance R&D

Business Management Marketing Sales

C-suite Others Software Development

Editor/Journalist Product Manager Technical Consultant

Education Production Technical Management

Facility Management Project Management Technical Support

Head of Nurse Dept. Publisher Test & Quality Assurance

IT/Networking Purchasing WISEPaaS-Admin

MUST enter one of Email/Work phone#/Cellular #

Phone # MUST start with +Country code + phone number

• Account Team default will be set up your Siebel ID

• Org will be set up with your Org in Siebel

Cellular #

For BAA, Interested Product, Interested eNews, you can click

this icon ( ), then pop up window will be shown.

1. Options can be found from list or by keyword search.

2. Once clicking the option, it will be selected on the upper side. You can

still remove by clicking “X” for the selected option.

3. Click SAVE or CANCEL to exit


1

2

3

For Account, click the icon ( ), then

the pop up window will be shown.

1. All your accounts will be listed. You can

search an account or select from list.

2. Click the account name in the list

3. Once clicked, the account will be selected

on the upper side. (Account & Contact

connection is done)


What is Tag? Tag is a customized

way for sales to distinguish different

group of customers.

Click the icon ( ), then the pop up

window will be shown.

1. Enter tag name.

2. Click ADD



1

2 3

1

2

4

3


You can further edit, if the contact is Active / Never Mail /

Never Call / Never Email by selecting Y or N from the list.

If nothing is selected, we will default set contact as

mentioned in left image.

**Please note Account Site, Account Status, ERP id# cannot be edited

on the contact level. If adjustment needed, please enter Account

section from Home Page to edit again.


Once saving the new Contact, you will be directed to

Contact One Stop UI page to further edit opportunity and

activity for this contact.

You can still click “Detail” to update Contact basic info.

Or, click this icon to return to Contact List

2. How to Edit a Contact?

Search by Contact name or Email

View & Update a Contact

Check which Contact you hope to update

List summary: Name

Account

Job function

Email

Click “Edit” to edit Contact basic info and One Stop UI

info (Contact’s Activity or Oppty).

2. How to Edit a Contact?

We assume you’re updating Oppty or Activity for a contact.

Once clicking “Edit”, you will be directed to Contact One

Stop UI page to further edit opportunity and activity.

You can still click “Detail” to update Contact basic info.

Or, click this icon to return to Contact List

3-1. Create/Edit an Oppty for a Specific Contact?

Search for Contact in

Contact List

For example, we

choose Olivia Chen6.

Click “Edit”

Click “Opportunity” Search for Oppty, if the

Oppty exists, click


If the Oppty does not


5

6


Oppty in Contact One

STOP UI, Contact &

Account Name cannot be

changed.


Oppty section in PPT.

3-2. Create/Edit an Activity for a Specific Contact?

Search for Contact in

Contact List

For example, we

choose Olivia Chen6.

Click “Edit”

Click “Activity” Search for Activity, if

the Activity exists, click


If the Activity does not


5

6


Activity in Contact One

STOP UI, Contact &

Account Name cannot be

changed.


Activity slides mentioned

previously.

Maintaining Oppty in More Efficient Ways!

Multiple ways to maintain Oppty are offered to meet different usage scenarios.

Create Oppty

Update

Oppty

Mail Oppty

(Outlook Mail)

Web Portal

(Mobile/Tablet/PC)

Tools

Functions

1 by 1

By batch

V V

- V

1 Only works in PC /Tablet 2 By request & execute by regional power-user

V

V1 V2 -

V

Opportunity





Enter Opportunity Section

Click to visit Opportunity section

Oppty Interface Overview

Create Oppty


Search Oppty by Project Name or Account Name

View your oppty: Click ‘’OVERDUE’’ tab to view your overdue oppty

Click ‘’ONGOING’’ tab to view your ongoing oppty

Click ‘’Edit’’ to update an oppty.

For each oppty, detail info are shown as below order:

Account Name

Project Name

Sales Stage

Close Date

1. How to Create a New Oppty?

* Before creating an oppty via the

web portal, make sure your customer

email existed in Siebel. If not, oppty

will fail to create.

Click to create an Oppty












Choose your Sale Method & Sales Stage from dropdown list

Select from Calendar. Close Date should be equal to or larger

than today


Enter contact eMail connected with this this oppty. Contact

eMail must exist in Siebel

(Account name will show, if contact is connected with 1

account in Siebel)

Enter exact Model name / PN or fuzzy search to select a PN

from the list.

(Do login Siebel to update if multiple products, related

closed dates, and product forecast)

Click Save to finish creating an oppty.

(You will be able to view this oppty from ongoing oppty list)

Enter numbers 0-9, M, K or “.” eg. 2.3K or 2300


Select other currency from the dropdown list if needed.

Select from Calendar.

Click Account’s icon ( )

Search for Account or

select from list.

For example, we choose

Big John Test 0301.

Click Email’s icon ( )

Search for Contact under Big John

Test 0301.

If your ideal contact is not listed, please

make sure Account & Contact

connection is ready

For Oppty’s Account & Contact info. There are 2 way to maintain:

Way 1: Select Account Select Contact

If you’re clear which Account this Oppty is related to and the Account

exists in Siebel, please see below steps:

Click Save to finish creating an oppty.

(You will be able to view this oppty from ongoing oppty list)


1

2

4

3

2

1

3

Way 2: Enter Contact by Email

If you’re not sure if the contact is already connected with 1 Account,

please follow below steps:

Edit Email column by directly entering Email

Please make sure the contact exists in Siebel and you are the

contact owner. If not, please create a new contact first.

NO need to maintain Account column. Account name will show,

if contact is connected with 1 account in Siebel.

However, if you find the contact haven’t been connected with one

Account, we strongly suggest to complete the Account & Contact

connection.


View your oppty: Click ‘’OVERDUE’’ tab to view your overdue oppty

Click ‘’ONGOING’’ tab to view your ongoing oppty

Click ‘’Edit’’ to update an oppty.

For each oppty, detail info are shown as below order:

Account Name

Project Name

Sales Stage

Close Date

2. How to Edit an Oppty?

Search Oppty by Project Name or Account Name

Please update your close date equal or greater than today.

If you already close the case, please change your sales

stage first and change close date later.












If updating to below stages yellow, you are required to fill in

Reason (Lost/Own)


*For column explanation, please refer to previous pages


When Oppty is closed, please update actual amount

(cannot be 0)

Opportunity

Update Oppty by Batch in Tablet/PC Environment




Update by Batch - Function Overview

Update Oppty by Batch

Download

Ongoing/Overdue Oppty

Edit Oppty in excel

Upload excel to update

Oppty

Portal URL: https://siebelwebapp.advantech.com/

Update Oppty by batch function works in tablet and PC only (screen width over than XX pixel)


Log in

Log in with your Siebel ID

& PW

Portal URL: https://siebelwebapp.advantech.com/


Step 1: Download Your Oppty List

Update a batch of Oppty

Click to download your

Overdue / Ongoing Oppty

Step 2: Update Oppty in Excel (Overdue Oppty)

Update your Oppty info in excel file directly

Only keep Oppty you hope to update, and

remove the others

Please refer to additional sheets for details

a. If you’re changing Sales Methods & Stage

for an Oppty

b. If you won/lost this Oppty

c. If you’re changing the currency info

2

Once click “Download Overdue Oppty List”, an excel file will be downloaded automatically.

MUST read column format requirement 1

…

Step 2: Update Oppty in Excel (Ongoing Oppty)

Update your Oppty info in excel file directly

Only keep Oppty you hope to update, and remove

the others

Please refer to additional sheets for details

a. If you’re changing Sales Methods & Stage for

an Oppty

b. If you won/lost this Oppty

c. If you’re changing the currency info

MUST read column format requirement 1

2

3

Once click “Download Ongoing Oppty List”, an excel file will be downloaded automatically.

IMPORTANT!

…

View your ongoing

Oppty in 3 sheets

Apart from getting your Oppty list from the web portal, you can also use the Oppty list you

received from weekly Sales Performance Report to update your Oppty.

By following the same updating requirement in last slide, you can upload the list to web portal

and update your Oppty successfully.

Step 2: Update Oppty in Excel (Ongoing Oppty)

←Please use this file to update

Step 3: Upload the Oppty List

Once finish editing

excel file, please

browse/upload the

file to web portal

Step 4: View Uploading Result

You will see how many

Oppty are updated

successfully /failed.

Ex: 3 Oppty were

uploaded in total. 2 failed

to update and 1 update

successfully.

For the failed ones,

you can find the fail

reason for further

correction.

Step 4: View Uploading Result – Correct Failed to Update

You can use below ways to revise/update the failed to updated Oppty:

1. Edit Oppty by clicking “Edit” for each Oppty

2. Revise the excel file and upload again

1

2

Step 4: View Uploading Result – View Update Successfully

By clicking the tab,

you can view Oppty

which are updated

successfully

Step 5: Check Historical Upload Records

In some cases, you will hope to check the list you uploaded before. You can follow below steps to find

your lists.

Click here 1


Click here

Choose the list you

hope to view (List Name

& uploaded time are

provided for reference).

Click “Edit & Upload”.

The original excel file

uploaded before will be

downloaded and direct to

previous uploading result.

2

3

4


List Name & upload time

You can further edit

the Oppty if needed.

5

Mail Oppty –

Create an Oppty by Simply Sending a Mail

Step1: Get Template to Create an Oppty

Please send a email to eOppty → You will receive the template by mail. (Suggest keep the template as Outlook signature for further use)

Receiver: [email protected]

Subject: Help

Send Receive


Step2: Create an Oppty

Please fill in the template and send to eOppty → You will receive a confirmation

mail, either successfully for failed to create.


Subject: New

Send


Step2: Create an Oppty – Receive Result

Please fill in the template and send to eOppty → You will receive a confirmation

mail, either successfully for failed to create.


Subject: New

Receive Create Failed Create Successfully

*Please refer to the fail reason to create an

oppty again


How to Access the Web Portal

Quickly via Mobile Devices?

Find URL on Employee Zone!

https://employeezone.advantech.com.tw/net/work



Set Up a Quick Link on your Mobile Screen – iOS (Safari)

Open Safari and visit

https://siebelwebapp.a

dvantech.com/login

Click the icon

Click “Add to Home

Screen”

Change the name if

needed

Click “Add”

You will find a icon on

your mobile screen!

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3

5 6

4




Set Up a Quick Link on your Mobile Screen – Andriod (Chrome)

Open the browser and visit

https://siebelwebapp.advant

ech.com/login

Click the icon

Click “Add to Home

screen”

You will find a icon on

your mobile screen!

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3

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6

Change the name if

needed

Click “Add”





Set Up a Quick Link on your Mobile Screen – Andriod (Android browser)

Click “+” Click “Home screen” You will find a icon on

your mobile screen!

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3

4

5

Open the browser and visit

https://siebelwebapp.advant

ech.com/login

Click the icon





Check the User Guide Here

Login CRM Web Portal, you will find the user guide at

home page!

Q & A

Q1: What if I need to maintain an Oppty for a new contact not in Siebel?

Answer: Please create a new contact first, then can further create an Oppty in Contact

One Stop UI or Oppty section.

Q2: How to search for my closed Oppty?

Answer: Please click “Account” or “Contact” from home page to find a closed Oppty. In

“Oppty” section, only ongoing or overdue Oppty will be listed.

Q3: Can I update an Oppty owned by others?

Answer: No. Only your Oppty records will be listed once logging in by your Siebel ID.

Q1: If I have suggestions or questions for the web portal, who can assist?

Answer: Please email Olivia.Chen & CRM.ACL.

Q2: How can I access CRM Web Portal online?

Answer: you can directly log in by https://siebelwebapp.advantech.com/.

Or find the URL in EZ and set up a shortcut on mobile desktop (see P68-71).

Oppty

General


Documents

CRM Web Portal & Report Center · CRM Report Center View Your Team Performance Online! Infographics are easier to ... project name to further edit if needed: 3 ... sector or RBU,