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New Customer Relationship Management

Jobsheet Modul
Renewal Agreement
SOP New CRM (Customer Relationship Management) - Siebel
Create Renewal
Agreement

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Agenda
Introduction to Siebel User Interface

Customer Management

Lead to Quote

Quote to Agreement

Quote to Order

Order to Activate (AO)

Create Amandemen (Renewal Agreement)

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement
LOGIN SIEBEL

Link URL New CRM Siebel


Environment Prod
crm.telkom.co.id:7777/

Gunakan User Id dan Password


sesuai role nya masing-masing
dengan menggunakan NIK ID Telkom

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement
Description & User Roles

Description
Renewal Agreement dilakukan untuk melakukan
perpanjangan kontrak yang disetujui oleh kedua belah
pihak. Antara Pelanggan dengan AM. Sebelum dilakukan
Renewal Agreement pastikan dokumen kontrak /
dokumen berupa request dari pelanggan sudah ada.

User Roles
Account Manager , Sales Manager

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

1. Login sebagai Account Manager (AM)

Input USER ID
sebagai
Account
Manager
1
Berhasil Login
sebagai
Account
2 Manager
Klik tombol
Input Login untuk
Password bisa masuk ke
dalam home
screen
3

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

2. Klik Tab Agreement

Klik
Agreement
Tab untuk
masuk ke
Areement
List

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

3. Cari Nomor Agreement, Kemudian klik / drilldown agreementnya

Cari Nomor
/ Nama
Agreement
nya
Klik nomor
Agreement
nya

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

4. Muncul Tampilan Agreement

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

5. Klik Tab Attachment > Klik Button New File untuk meng upload dokumen kontrak perpanjangan

Pilih dokumen
Klik Button kontrak pada
New File untuk folder yang
meng upload akan di attach,
dokumen kemudian klik
kontrak open
perpanjangan 2 Dokumen
1 kontrak
berhasil di
attach / upload
3

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

6. Klik tab Assets

Asset2 pada
agreement
yang akan
dilakukan
perpanjangan
kontrak

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

7. Dropdown Amandement Type > Pilih Renewal Agreement

Dropdown
Amandemen
Type

Pilih Renewal
Agreement untuk
melakuakn
perpanjangan
kontrak

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

8. Klik Button Create Amandement

Berpindah
otomatis ke
Tab Quote

Klik Button
Create
Amandement

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

9. Klik Button Verify pada Quote

Langsung Klik Verify


tanpa mengubah
apapun pada Quote
Header maupun pada
Child Tab Quote / Line
item / Attribute Product

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

10. Setelah status Quote menjadi Passed, Klik Generate Approval

Klik Generate
Approval untuk
meminta approval
dari SM, dan quote
yang telah dibuat
akan masuk ke
inbox SM
Pastikan Verify
status : Passed

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

11. Setelah klik Generate Approval status Quote akan berubah menjadi Pending Approval

Status Quote : Pending


Approval
(Butuh Approval dari
SM untuk bisa lanjut ke
tahap Penawaran
kembali ke Customer
dan membuat Kontrak
Perpanjangan)

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

12. Login sebagai Sales Manager (SM)

Input USER ID
sebagai
Sales Manager

Berhasil Login
Klik My Inbox sebagaiSales
Manager
2
Klik tombol
Input Login untuk
Password bisa masuk ke
dalam home
screen
3
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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

13. Sales Manager Approve Quote

Sales Manager
Dropdown Approve Quote > 3
Klik Quote kolom Action Ctrl + S
Number 1
apabila SM
ingin
memeriksa Pilih Approved
Quote apabila SM
setuju, dan bisa
pilih Rejected
apabila SM tidak
setuju,
Dan quote akan
dikembalikan ke
AM untuk di
perbaiki
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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

14. Sales Manager logout dari siebel

19
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

15. Login sebagai Account Manager (AM)

Input USER ID
sebagai
Account
Manager
1
KlikTab Quote
Berhasil Login
sebagai
Account
2 Manager
Klik tombol
Input Login untuk
Password bisa masuk ke
dalam home
screen
3
20
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

16. Klik Button Accepted by Customer (Customer Agree)

Klik Accepted by Klik Rejected by


Customer apabila Customer apabila
Customer setuju Customer tidak
dengan penawaran setuju dengan
/ quote yang penawaran / quote
sudah dibuat yang sudah dibuat

21
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29.Once
17. Klik Tabthe line item
Agreement tuk configurations are done,
membuat Agreement click
/ Kontrak the Verify Quote button.
Perpanjangan

Klik Tab Agreement


untuk membuat
perjanjian kontrak
perpanjangan
dengan customer
Note : DOKUMEN 3
1 KONTRAK Muncul
PERPANJANGAN Nomor
Klik Auto SEBELUMNYA kontrak,
Contract, HARUS SUDAH ADA Kemudian klik
untuk SEBELUM Nama
membuat 2 MELAKUKAN Agreement
kontrak by RENEWAL nya
system AGREEMENT

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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29.Once
18. the
Tentukan lineDate
Start item
danconfigurations are done,
End Date berdasarkan click
kontrak baruthe Verify Quote button.
perpanjangan

Rubah Nama Kontrak

1
Tentukan Start
Date & End
Date Kontrak

23
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29.Once
19. the line
Tab Contract item configurations
Document are done, click the
> Klik Generate Contract Verify Quote button.

Pilih
Klik Generate Document
Contract Name,
1 Kemudian klik
Generate
2

24
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29.Once
20. Klik Newthe
Fileline item configurations are done, click the Verify Quote button.

Pilih
Document
Kontrak
Perpanjangan
/ Apapun
bentuk
Klik Generate request dari
Contract pelanggan
1 ingin
dilakukan
perpanjangan
kontrak
2
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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29.Once
21. thekontrak
Dokumen line item configurations
berhasil diupload are done, click the Verify Quote button.

Dokumen berhasil di
upload
1

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

29.Once
22. theActivate
Klik Button line item configurations are done, click the Verify Quote button.

Klik Tombol
Activate untuk
Mengaktifkan
Agreement

27
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

23. Setelah Activate Agreement, Status berubah menjadi active

28
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

24. Klik Tab Quote > Cari Nomor Quote akan dijadikan Order

Cari Nomor Quote

Pencarian berhasil,
Klik Nama Quote nya

29
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

25. Order Now Flag

Centang Order Now


Flag

30
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

26. Klik Auto Order

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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

27. Otomatis berpindah ke Sales Order > Klik Submit / Cancel Order (untuk mengcancel order)

Sebelum di submit
status masih
pending

32
SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

28. Status order menjadi Submitted

Setelah di submit,
status berubah
menjadi submitted

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SOP New CRM (Customer Relationship Management) - Siebel
Agreement Management
Create Renewal Agreement

29. Cek Status pada Line Item, Otomatis berubah menjadi Closed / Complete

Cek Status Closed /


Complete

SOP New CRM (Customer Relationship Management) - Siebel


Agreement Management
Create Renewal Agreement

30. Cek Fulfilment Status Order Header

Cek Fulfilment &


Status Context
Closed / Complete

SOP New CRM (Customer Relationship Management) - Siebel


THANK YOU
START

Select Agreement Select Amandement type


Open Agreement Go to Asset Tab Select SID
number Renewal Agreement
(Agreements) (Agreements) (Agreements)
(Agreements) (Agreements)

Click Create Generate Approval by Sales


Create Quote Verify Quote
Amandement Approval Manager
(Quotes) (Quotes)
(Agreements) (Quotes) (Quotes)

Accepted by Go to Click Auto Change


Click Agreement Name
Customer Agreements Tab contract Agreement Name
(Quotes)
(Quotes) (Quotes) (Quotes) (Quotes)

Update start & end Go to Contract Generate & upload Activate Click Auto
Submit Order
date agreement Documents Tab contract document Agreement Order
(Sales Order)
(Agreements) (Agreements) (Agreements) (Agreements) (Quotes)

End