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Siebel CRM On Demand

Rapid Setup

Promero, Inc Statement of Work


2009

Promero, Inc. :: 1100 Park Central Blvd, Suite 2500, Pompano Beach, Fla 33064 :: 953.935.8800 Office :: 866.504.4212 FAX

Company Profiles

PartnerProfile
Promero,Inc
Foundedin2001 WorldsLargestASPprovider ofContactCenterAnywhere callcentersolutionand predictivedialer 22Employees Coverage:NorthAmerica 52CallCenterAnywhere HostedCustomerswithmore than5000CCAUsers Provides24/7Level1Help Desksupport

Promero, Inc

Promero,establishedin2001,ishighlyexperiencedinthedeployment, integrationandmanagementofOracleContactCenterAnywhere[CCA]. PromeroisanApplicationServiceProviderthathostsCCAsoftwareandis anauthorizedreseller.PromerohasextensiveexpertiseintheCallCenter SoftwareapplicationsfieldincludingsetupandconfigurationofSiebel CRMOnDemand.PromerocurrentlymanagesContactCenterAnywhere solutionsforover50callcentercustomersaroundtheglobeand providesservicelevelagreementsforallhostedcustomers.Promero operatesastateoftheartnetworkoperationcenterforhostedsolutions customers.

Promero, Inc. :: 1100 Park Central Blvd, Suite 2500, Pompano Beach, Fla 33064 :: 953.935.8800 Office :: 866.504.4212 FAX

Oracle Corporation
OracleProfile
Foundedin1977 WorldsLargestEnterprise SoftwareVendor $10BillionRevenue 200,000customers 40%midsizebusinesses acrossallindustries 60Countries 40,000Employees Over$1Billiontobe investedinFY01R&D Morethan1,600partners

Forover20years,OracleCorporation(Oracle)hassetthestandardfor informationproducts,processes,andservices.Oracleistheworlds leadingsupplierofsoftwareforinformationmanagement.Withannual revenuesexceeding$10billion,andwithover40,000employees,the companyoffersitsproductsandservicesinmorethan145countries worldwide.HeadquarteredinRedwoodShores,California,Oracleisthe firstsoftwarecompanytodevelopandemploy100percentinternet enabledenterprisesoftwareacrossitsentireproductline:database, server,enterprisebusinessapplications,andapplicationdevelopment anddecisionsupporttools.Oracleistheonlycompanycapableofoffering completeglobalebusinesssolutionsthatextendfromfrontOffice customerrelationshipmanagementtobackofficeoperational applicationstoplatforminfrastructure.

Promero, Inc. :: 1100 Park Central Blvd, Suite 2500, Pompano Beach, Fla 33064 :: 953.935.8800 Office :: 866.504.4212 FAX

Statement of Work
SolutionOverview PromeroispleasedtoprovideanAccelerateSolutionsproposalforOracleSiebelCRMOnDemandInitialSetup andConfiguration.Thisproposalprovidesacomprehensiveimplementationplan,aswellasafirmpricequote baseduponourstandardinitialsetupandconfiguration.Theplanhasacleardivisionofresponsibilitybetween PromeroandCustomerResources.Promerowouldbepleasedtomodifythescopeofworkordivisionof responsibilitiesatthecustomersrequest.Thepricewillbeadjustedaccordingly. StatementofWorkincludes SummaryofResponsibilitiesfortheCustomerandPromeroaredescribedonpage2. StandardDeploymentSummaryisdescribedonpage3. o StandardScope o DataMappingandImport o ValidationandSystemReview o PostDeploymentReview o Training o Exclusions SummaryProjectPlanasdescribedonpage6 DetailedProjectPlanasdescribedonpage7. ArchitectureOverviewasdescribeonpage8. HardwareOverviewasdescribeonpage9. Trainingisdescribedonpage9.AdministratorTrainingisrecommended[notrequired]trainingis availablethroughOracleUniversity.ManagerUsertrainingandEndUsertrainingagendaandprovided materialsaredescribedonpage9. IndustryBestPracticesandBusinessFlowsaredescribedonpages10136. Geographicregion:NorthAmerica TravelandLodging:Thereisnotravelexpensescontemplatedforthissolution.Allactivitiesare completedremotely. PostDeploymentSupport:30daysofoffsitetechnicalsupportviaemail,telephoneoronlinechat. NonUSdeploymentsavailableuponrequest. Pricesectionisonpage137. Notes AdditionalonsiteresourcescanbemadeavailablebyPromero;however,additionalTravel&Living expenseswouldapply.AnyadditionalPromeroscopeofworkwillbecompletedremotely. Ifyouhaveanyquestionsaboutthisproposal,pleasecontact: CameronHolden VPofSalesPromero,Inc 1100ParkCentralBoulevardSouth,Suite2500 PompanoBeach,Florida33064 (954)9358867

Promero, Inc. :: 1100 Park Central Blvd, Suite 2500, Pompano Beach, Fla 33064 :: 953.935.8800 Office :: 866.504.4212 FAX

ConfidentialandProprietaryInformation

Summary of Responsibilities
CustomerResponsibility: ThecustomerresponsibilityisdescribedintheDetailedProjectPlan.ThecustomersPrimaryOwnersof responsibilitiesareidentifiedasCustomerExecutiveandCustomerEngineer.Thecustomermustreviewthe DetailedProjectPlanandassignaninternalITresource(s)thathasexcellentknowledgeofthecustomers networkarchitecture,operatingsystem,database,datacircuits,telecommunicationcircuitsandfirewall configurations.Theresourcemustreview,acknowledgeandconfirmcompliancewiththesectionsofthis document,specifically: ArchitectureandHardwareOverview:Confirmthatthecustomerhasmettheminimumrequirements relatedtonetworkarchitectureasdescribedinsection:ArchitectureOverviewandHardwareOverview TimeRequirement:ConfirmthattheCustomerhasidentifiedtheappropriateresourcesandallocated therequiredtimetocompletethetasksasdescribedinsection:DetailProjectPlanwhichdescribestask ownershipbyresourcetype:CustomerExecutive,BusinessRequirementsOwner,Customer AdministratorandCustomerIT. PromeroResponsibility: PromerosresponsibilityisdescribedintheDetailedProjectPlan.PromerosPrimaryOwnersofresponsibilities areidentifiedbyresourcetype:PromeroSales,PromeroProjectManager,PromeroEngineer1,Promero Engineer2,andPromeroTrainer.

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Standard Deployment Summary


Becauseallcustomershavevaryingrequirements,theactualimplementationneeds,andthecorresponding activitiescompleted,maydifferfromthatoftheaverageortypicalservicesdescribedhere.Formostcustomers, uniquerequirementswillresultinasimplereallocationoftimeoreffortfromoneactivitytoanother. Somecustomers,whohaveimplementationrequirementsthatsignificantlyexceedthetypicalservices describedonthefollowingpages,mayneedtopurchaseadditionalconsultinghours.

Standard Scope
Design and Configuration 1. Configureamaximum9Businessobjects:Account,Contact,Lead,Campaign,Opportunity,Product, ServiceRequest,Solution,and/orTask&Appointmentobjects(dependsonfunctionalitybeing implemented) 2. Configurecompanyprofileinformation 3. Configurepasswordcontrols 4. Loadactiveusers,upto50users 5. Establishuserreportinghierarchy,upto9PreDefinedRoleNames 6. Defineandapplyvisibilityandaccesscontrolrulesthroughrolebasedprivileges 7. ConfigureSalesProcessforuptoone(1)salesprocess a. Upto(10)SalesStages b. Upto(5)TasksperSalesStage c. Configureuptoten(10)Leadassignmentrules d. Configureuptoten(10)Accountassignmentrules e. Configureuptoten(10)Opportunityassignmentrules 8. ConfigureServiceRequestProcessforuptoone(1)ServiceRequestprocess a. Upto(10)ServiceRequestStages b. Upto(5)TasksperServiceRequestStage c. Upto(10)ServiceRequestassignmentrules 9. ConfigureSalesProcessCoachforuptoone(1)SalesProcess 10. ConfigureServiceProcessCoachforuptoone(1)ServiceProcess 11. Configureuptoone(1)custombusinessobject 12. Configureupto90screenlayouts:oneperbusinessobject[upto10:9predefinedbusinessobjectsplus 1custombusinessobject]peruserrole[upto9]:Max90 13. Configureuptoone(1)language 14. Configureuptoone(1)currency

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Data Mapping and Import TheamountofdatayourcompanycanstoreintheSiebelCRMOnDemanddatabasedependsonthenumberof licensesthatyourcompanyhassubscribedto.Bydefault,youhave10megabytes(MB)ofstorageperlicense. Thisisequivalenttoapproximately5,000textonlyrecordsperlicense.Forexample,acompanywith15licenses has150MBofstorage(approximately75,000textonlyrecords).Recordfiles[rawdataintermsofMBs]willnot equateexactlytothesamesizestorageduetofileoverhead,propertiesandcolumnheadersthatwillattract datastorage.Example:8MBfilemayuse10MBofstorage.Recordswithdocuments,photos,diagrams,PDFs orothersimilartypeelementswillrapidlyusestorage.Topurchaseadditionalstorage,contactyourSiebelCRM OnDemandsalesrepresentative.Ifyouexceedyourstoragelimit,youreceiveanerrormessage.Ifyour companysstorageapproachesthestoragelimits,systemperformancemaybeaffected. IncludedinRapidSetupSolution Configure7DataElements Accounts Contacts Opportunities Leads Products ServiceRequest Solution MegabytesofData ImportDataElements Upto500MB
[Basedon50Licenses@10MB ofDataElementsperlicense; 500MBequatestoestimated 250,000dataelements]

OptionalScope AdditionalData

ImportAdditionalData
Seepage137

OptionalScope Configure4DataElements OpportunityProducts AccountAssets Notes ContactRoles SetupandConfiguration ImportAdditionalData


Seepage137

Validation & System Review Conductatwohoursystemreviewpresentationforthecustomersprojectteamtoreviewandvalidatethe SiebelCRMOnDemandconfigurationanddataimport. Post-Deployment Reviews Conducttwoconferencecalls,thirtyandsixtydaysaftercompletionofcustomersEndUserTraining,toreview progress Training 1. PrescribeaProjectTeamTrainingcurriculumofexistingtrainingofferingsavailabletoallcustomersof SiebelCRMOnDemand. 2. FacilitateTrainingRequirementsMeeting

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3. Preparefor,anddeliveryof,one(1)ManagerUsertrainingsessionagendaforeachgroupoffive(5) Managers(remotedeliveryviaWebExMeeting)trainingplatform,nottoexceedninety(90)minutesin duration) 4. Preparefor,anddeliveryof,one(1)EndUsertrainingsessionagendaforeachgroupoftwentyfive(25) endusers(remotedeliveryviaWebExMeeting)trainingplatform,nottoexceedninety(90)minutesin duration) Exclusions 1. ReportsDevelopment 2. ExecutiveWorkshop 3. Configurationofmultiplesalesprocesses 4. BooksofBusiness[RequiresBookofBusinesstobeenabledontheCRMOnDemandaccount] 5. WorkflowRules[RequiresWorkflowtobeenabledontheCRMOnDemandaccount] 6. Implementationofsinglesignon(SSO) 7. Configurationofmorethanone(1)custombusinessobject 8. Webservicesdevelopment[RequiredWebservicestobeenabledontheCRMOnDemandaccount] 9. Configurecustomwebtabs 10. ConfigureAssessmentsScripts[callscriptsandsurveys] 11. ConfigureCustomRoles

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Summary Project Plan: Setup and Configuration


Forillustrationpurposesonly

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Detail Project Plan: Setup and Configuration


Forillustrationpurposesonly

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Architecture Overview
BeingaSoftwareAsAService,OraclemanagestheSiebelCRMOnDemandarchitectureforits Customers,withouttheneedtothecustomertoinstallanyequipment.SiebelCRMOnDemandsupports customizationprimarilythroughapointandclickinterface.Theapplicationisaccessedviaastandardweb browserbyaccessingastandardURLaddress. SystemRequirements OracleCRMOnDemandSystemRequirements Browser OperatingSystem Display MicrosoftOffice Integrations OutlookEmail Integration NotesEmail Integration PIMSync Otherrequirements MicrosoftInternetExplorer6or7andFirefox2

MicrosoftWindows2000ProfessionalEdition MicrosoftWindowsXPProfessionalandHomeVersion MicrosoftWindowsVista

SuperVGA(1024x768resolution)withcolorqualityofatleast256colors MicrosoftOffice2000,2003and2007 MicrosoftOutlook20002007 IBMLotusNotes6.0,7.0and7.5 MicrosoftOutlook20002003,LotusNotes6.0,7.0and7.5,PalmOS4.0orhigher *Outlook2007andLotusNotes8.0supportisforthcoming AdobeFlashPlayer9

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Hardware Overview
TheSiebelCRMOnDemandsystemisprovidedwithouttheneedtothecustomertoinstallanyproprietary equipment.TheapplicationisaccessedviaastandardwebbrowserbyaccessingastandardURLaddress. OracleCRMOnDemandSystemRequirements Processor Processorspeed RAM HardDrive CDROM SoundCard Speakers/Headphones PentiumIII(PentiumIIIequivalent)orgreater 500MHz(1.2GHzrecommended) 128MB(256+MBrecommended) 1+GB(4GBrecommended) None Yes Either

Administrator Training
TheSiebelCRMOnDemandAdministratortrainingisprovidedbyOracleUniversityandisnotincludedinthis AccelerateSolution.ThistrainingisnotrequiredtoimplementthisAccelerateSolution,however,itis recommended.Therecommendedtrainingincludes:OracleCRMOnDemand15AdministratorConsultant training.Visithttp://education.oracle.comandpastethecoursetitleintothesearchbartoviewdetails.

Manager User Training


TheSiebelCRMOnDemandManagerTrainingAgendaandselfpacedtrainingmaterialsareprovidedinthis solution.Promerowillconducta90minuteWebinartoreviewtheTrainingagendaandmaterials.

End User Training


TheSiebelCRMOnDemandEndUserTrainingAgendaandselfpacedtrainingmaterialsareprovidedinthis solution.Promerowillconducta90minuteWebinartoreviewthetrainingagendaandmaterials.

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Industry Best Practices and Business Flow


SiebelCRMOnDemandisahighlyconfigurableandflexibleapplicationthatmeetsthemostrigidbusinessflow requirements.PromeroprovidesIndustryBestPracticesandBusinessFlowmethodologiesthatwillefficiently enabletheInitialSetupandConfigurationofSiebelCRMOnDemand. PromeroBestPracticesandBusinessFlow Planning GettingStartedChecklist CaptureBusinessNeedsAnalysisandRequirements UserInformation,GroupInformation,RoleSetupTemplate AccessProfileandDefinitions RecordAccessLevelsandDefinitions ScreenConfigurationTabAccessandOrder CustomFieldSetup o AccountFields o ActivitiesFields o AssessmentFields o AssetFields CustomPageLayout o HomePageLayout o ContactPage o LeadPage o OpportunityPage o ServiceRequestPage PrivilegesandDefinitions SalesMethodology o Salesprocess o SalesStages o Tasks o RecordAssignment ServiceMethodology o Serviceprocess o ServiceStages o Tasks o RecordAssignment AddressFieldMappingsbyCountry SearchLayout

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Planning Planningduringtheinitialstagesiscriticalcomponentofasuccessfulsetupandconfigurationdeployment.The processbeginswiththeidentificationofeachparticipantsstakeholdersthathaveownershipofresponsibilities duringtheprocess,reviewofthemilestonesasdescribedintheGettingStartedChecklistandadetailed reviewofthedocumentsthatwillbeusedduringtheengagement. ResourceIdentification Customerresourcesdescribedbytype: CustomerExecutive CustomerBusinessRequirementsOwner CustomerAdministrator CustomerITResource Promeroresourcesdescribedbytype: PromeroProjectManager[PM] Thisresourcecreatestheprojectplanandmeasures/reportsonprogress,aswellasassigningadditional humanresources. PromeroEngineer Theseresourcesarethehandsonindividuals/teamsthatimplementtheprojectplan,suchascreating useraccounts,configuringuserroles,creatingBooksofBusinessetc. PromeroTrainer

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InformationGatheringDocuments InformationTemplates Thesedocumentsaredesignedtoefficientlyandeffectivelygathertheinformationneededtosuccessfully deploySiebelCRMOnDemand.Thesedocumentsincludebutarenotlimitedto: GettingStartedChecklist User,Group,andRoleTemplates TabAccessandOrder PrivilegesTemplate UserInformation AssessmentSetupTemplate CustomFieldSetupTemplate ActivitiesField CustomPageLayoutTemplates SalesMethodologyTemplate RecordAssignmentTemplate AddressFieldMappingsbyCountry SearchLayoutTemplate

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GettingStartedChecklist ThischecklistwillhelpplanthelaunchofSiebelCRMOnDemand.Itlistspreparationandsetuptasksthatare oftenperformedduringimplementationoftheCRMOnDemandapplication.

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Getting Started Checklist (Continue)

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Getting Started Checklist (Continue)

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Getting Started Checklist (Continue)

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Getting Started Checklist (Continue)

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User, Group, and Role Setup Template


Thissetoftemplateshelpsgatherimportantinformationaboutusersandrolesfortheorganization.Eachsheet inthisworkbookassistsinworkingthroughpartoftheprocess.Thesheetsaredefinedbelow: Role Names Thistemplateisusedtooutlinetherolesforyourorganization.Thisisthefirststepinrolecreation.

Access Level Definitions Thisworksheetisforreference.Refertothissheetfordefinitionsforeachaccesslevelyoucanusetodefine recordtypeaccess.

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Access Profiles Thistemplateisusedtodefineaccesstorecordtypesforeachuserrole.UsethisinformationtosetupAccess ProfilesthatyouwillassigntotherolesviatheRoleManagementWizard.Youcanassignthesameaccessprofile tomorethanonerole,ifappropriate.

Access Profiles RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeach accessprofile.

Record Access Levels: This template is used to define the basic access levels per record type for each role.

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Tab Access and Order: ThistemplateisusedtodefinetheorderandavailabilityoftabsinSiebelCRMOnDemand.Thetaborderand availabilitymaybedifferentforeachrole.

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Privileges: Thistemplateisusedtodefinetheprivilegesthatwillbegrantedforeachrole.

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Privileges (Continue) Thistemplateisusedtodefinetheprivilegesthatwillbegrantedforeachrole

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Privilege Definitions Thisworksheetisforreference.Refertothissheetfordefinitionsofeachprivilegeandadescriptionofwhat actionsthatprivilegewillallow.

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Privilege Definitions (Continue): Thisworksheetisforreference.Refertothissheetfordefinitionsofeachprivilegeandadescriptionofwhat actionsthatprivilegewillallow.

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User Information Thistemplateisusedtooutlinetheuserinformationforanorganization.

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Assessment Setup Template TheworksheetsinthistemplateareusedtogatherrequirementsfordevelopingContactScripts,Lead QualificationScripts,OpportunityAssessments,ServiceRequestScripts,andServiceRequestSurveys.

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Assessment Setup Template (Continue)

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Custom Field Setup Template BeforecustomizingSiebelCRMOnDemand,specificrequirementsshouldbegatheredfromthevariousStake Holders.Thistemplateisusedtodocumentrequirementsforrenamingfields,changingfieldpicklistvalues,and creatingcustomfieldsandpicklists.Thereare14worksheetsinthisdocument;oneforeachofthestandard recordtypes. The14typesare: AccountFields,ActivityFields,AssessmentFields,AssetFields,CampaignFields,ContactFields,LeadFields, OpportunityFields,ProductFields,RevenueFields,ServiceRequestFields,SolutionFields,UserFields,Custom ObjectFields Account Fields:

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Account Fields (Continue)

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Account Fields (Continue)

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Account Fields (Continue)

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Account Fields (Continue)

Activities Fields

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Activities Fields (Continue)

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Activities Fields (Continue)

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Assessment Fields

Asset Fields

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Asset Fields (Continue)

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Campaign Fields

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Contact Fields

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Contact Fields (Continue)

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Contact Fields (Continue)

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Lead Fields

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Lead Fields (Continue)

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Opportunity Fields

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Opportunity Fields (Continue)

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Opportunity Fields (Continue)

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Product Fields

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Product Fields (Continue)

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Revenue Fields

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Revenue Fields (Continue)

Service Request Fields

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Service Request Fields (Continue)

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Solution Fields

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User Fields

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User Fields (Continue)

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Custom Object Fields

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Custom Page Layout Template ThedetailpagelayoutsforeachrecordtypeinSiebelCRMOnDemandcanbecustomized.Thesepagelayouts canbeassignedtouserrolesusingtheRoleManagementWizard.Thistemplateisusedtoplanthecustompage layoutsforeachSiebelCRMOnDemanduserrole. The14Primarydetailpagesthatcanbecustomizedare: AccountDetailPage,AppointmentDetailPage,AssetDetailPage,CampaignDetailPage,ContactDetailPage, LeadDetailPage,OpportunityDetailPage,OpportunityProductRevenueDetailPage,ProductDetailPage, ServiceRequestDetailPage,SolutionDetailPage,TaskDetailPage,CustomObjectDetailPage,UserDetailPage. Account Detail Page Layout Template

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Account Detail Page Layout Template (Continue)

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Appointment Detail Page Layout Template

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Appointment Detail Page Layout Template (Continue)

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Asset Detail Page Layout Template

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Campaign Detail Page Layout Template

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Contact Detail Page Layout Template

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Contact Detail Page Layout Template (Continue)

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Lead Detail Page Layout Template

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Lead Detail Page Layout Template (Continue)

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Opportunity Detail Page Layout Template

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Opportunity Detail Page Layout Template (Continue)

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Opportunity Product Revenue Detail Page Layout Template

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Product Detail Page Layout Template

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Service Request Detail Page Layout Template

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Service Request Detail Page Layout Template (Continue)

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Solution Detail Page Layout Template

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Task Detail Page Layout Template

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Task Detail Page Layout Template (Continue)

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Custom Object Detail Page Layout Template

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User Detail Page Layout Template

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User Detail Page Layout Template (Continue)

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Homepage Layout Template ThehomepagelayoutsfortheprimaryrecordtypesinSiebelCRMOnDemandcanbecustomized,includingthe MyHomepagelayout.ThesepagelayoutscanbeassignedtouserrolesusingtheRoleManagementWizard.This templateisusedtoplanthecustomhomepagelayoutsneededforyourSiebelCRMOnDemanduserroles. The6customizableHomePagesare MyHomepage.AccountHomepage,ContactHomepage,LeadHomepage,OpportunityHomepage,Service RequestHomepage. My Homepage Layout Template

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Account Homepage Layout Template

Contact Homepage Layout Template

Lead Homepage Layout Template

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Opportunity Homepage Layout Template

Service Request Homepage Layout Template

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Sales Methodology Template Identifyingallofthesalesprocessesofacompanyssalesmethodologyisimportant.Onlyonesalesprocessmay existortheremaybemanyprocesses.Asanexample,theremaybeonesalesprocessforsellingequipmentand anothersalesprocessforsellingservicecontracts.Iftherearemultiplesalesprocesses,whichrolesshouldbe assignedtowhichprocessandwhichopportunitytypeswillbeassociatedtoeachprocessmustbeidentified? Additionally,whichsalesprocesswillbethedefaultsalesprocesswhentheopportunitydoesnotmatch requirementsforroleoropportunitytypemustbeidentified. Salesstagesmustbedefinedandassociatedwitheachsalesprocess. Tasksthatwillbecreatedwheneachsalesstageisattainedastheopportunityispursuedshouldbespecified. Theseautomatedtasksmaybeassignedtodifferentownersbasedontheirrelationshiptotheopportunity. Additionally,theymaybeassignedapriorityandarelativeduedate.

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Define Sales Stages

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Define Sales Stages (Continue)

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Define Sales Categories

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Provide Coaching Steps for Each Sales Stage

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Provide Coaching Steps for Each Sales Stage (Continue)

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Specify Additional Required Fields for Each Sales Stage

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Specify Additional Required Fields for Each Sales Stage (Continue)

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Specify Tasks to Be Created When Sales Stage Is Attained

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Specify Tasks to Be Created When Sales Stage Is Attained (Continue)

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Specify Attached Sales Tools at Each Stage

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Assignment Template Assignment rules can be created that are used to automatically assign ownership of leads, service requests, accounts, and opportunities. The various tabs in this template are used for documenting a company's assignment rules. Sets of assignment rules are defined (called rule groups) that automatically specify which employees become the owners of sales leads, service requests, accounts, and opportunities. Depending on the record type, the records can be assigned to an employee and to a territory. If a company has selected the group assignment option, all group members share the account and opportunity records that are assigned to a member of that group. Assignment rules can be used to assign the following record types: Accounts: You can assign the records to an employee and a territory. Additionally, teams can be specified that share ownership of the newly-assigned accounts. Leads: the records can be assigned to an employee.

Opportunities: Records can be assigned to an employee and a territory. Additionally, teams can be specified that share ownership of the newly-assigned opportunities Service Requests: can be assigned to an employee.

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Record Assignment Template

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Lead Assignment Template

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Opportunity Assignment Template

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Service Request Assignment Template

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Address Field Mappings by Country Template Siebel CRM On Demand has nine address fields. When an address manually entered in a record, the first step is to select the appropriate country. This action refreshes the address section to list countryappropriate field names for each address field. Then, enter the rest of the address can be entered. When importing address data, it is important to know which address information should be mapped to which CRM On Demand address field. Knowing this helps to map the data fields correctly when prompted to do so by the Import Assistant, and ensures that the data displays correctly after import Address Field Mappings by Country

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Address Field Mappings by Country (Continue)

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Address Field Mappings by Country (Continue)

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Address Field Mappings by Country (Continue)

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Address Field Mappings by Country (Continue)

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Search Layout Template Search layouts can be customized for the primary record types in Siebel CRM on Demand. These layouts can be assigned to user roles using the Role Management Wizard. This template helps plan the search layouts needed for Siebel CRM on Demand user roles. Certain fields are optimized for searching. Whenever possible, use those fields in search layouts for the fastest search results. Search-optimized fields are indicated by color in this template, as well as in the Search Layout Wizard in the application. Fields in green are optimized for searching Fields in blue are optimized for searching AND enable case-insensitive searching There are ten (10) worksheets; one for each record-type search layout that can be customized: Account Search Layout, Task Search Layout, Campaign Search Layout, Contact Search Layout, Lead Search Layout, Opportunity Search Layout, Product Search Layout, Service Request Search Layout, Solution Search Layout, Custom Object Search Layout. Account Search Layout Template

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Account Search Layout Template (Continue)

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Account Search Layout Template (Continue)

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Account Search Layout Template (Continue)

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Task Search Layout Template

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Campaign Search Layout Template

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Campaign Search Layout Template (Continue)

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Contact Search Layout Template

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Contact Search Layout Template (Continue)

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Contact Search Layout Template (Continue)

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Contact Search Layout Template (Continue)

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Contact Search Layout Template (Continue)

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Lead Search Layout Template

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Lead Search Layout Template (Continue)

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Lead Search Layout Template (Continue)

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Lead Search Layout Template (Continue)

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Opportunity Search Layout Template

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Opportunity Search Layout Template (Continue)

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Opportunity Search Layout Template (Continue)

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Product Search Layout Template

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Product Search Layout Template (Continue)

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Service Request Search Layout Template

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Service Request Search Layout Template (Continue)

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Service Request Search Layout Template (Continue)

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Solution Search Layout Template

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Solution Search Layout Template (Continue)

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Custom Object Search Layout Template

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Custom Object Search Layout Template (Continue)

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Validation Checklist

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__________________________________________________________________________________

Price Section
1).Scope:SiebelCRMOnDemandRapidSetupandConfigurationUpto50Users Overview RapidSetupforSiebelCRMOnDemandisaneconomicalimplementationpackagerestrictedto implementationsoflessthan50userswithsimplebusinessrequirements.ThelevelofeffortforRapidSetupis cappedat63hourswhichmustbeusedwithin60days.TheStandardDeploymentSummaryisdescribedon page7.Thesehoursaresufficientforastarttofinishimplementationtobecompleted.Itassumestheproject isforlessthan50usersandthatthecustomerhasstraightforwardrequirements.Ifthecustomers implementationisforgreaterthan50users,orifthelimitationsintheRapidSetuppackagedonotmatchthe customersrequirements,thenOptionalScopepackagesmaybeappropriate. CustomerInitiatedDelay Intheeventofdelaysthatareinitiatedbythecustomerwhichresultinthecompletionofthissolutionthat exceeds60daysfromthestartdate,thecustomerwillbechargedaReengagementFeeof25%ofthesolution price. Thissolutioniscompletedviaremoteaccess[notonsite]byPromerostaff.Additionalassumptionsarethatthe Customersnetworkmeetstheminimumrecommendedhardwarerequirements,operatingsoftwareand browserconfigurationstosupportSiebelCRMOnDemandasdescribedinthisdocument.TheCustomerenables andidentifiestheinternalresourcesnecessarytoprovidethebusinessrequirementstocompletethesetupand configuration.Customerwillprovideresourcestoreviewandprovideadetailedstructureddataconfiguration andmappingrequirementsthatareacceptabletoOraclefordataimport.Customersdataimportwillnot exceedthemaximumnumberofrecordsasdescribedonpage4. Description:InitialSetupandConfigurationupto50Users Price Upto50Users[Includesdataloadofupto10MBperUserLicense] $9,900.00 OptionalScope:AdditionalUsersAddDaystoTimeline 51to100UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $14,190.00 101to150UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $18,480.00 151to200UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $22,770.00 201to250UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $27,060.00 $31,350.00 251to300UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] 2)OptionalScope:CustomManagementReports Size Price One[1]CustomManagementReport Upto20hours $3,300.00

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3)OptionalScope:AdditionalDataElementSetupandConfiguration Overview Setupandconfigurethesedataelements. Size Price OpportunityProducts Upto10hours $1650.00 AccountAssets Upto10hours $1650.00 Notes Upto10hours $1650.00 ContactRoles Upto10hours $1650.00 4)OptionalScope:AdditionalDataMapandImport Overview Importofdataelements.Thisitemdoesnotincludeadditionalstorageifrequired.ContactOraclesCustomer Careteamtoaddadditionaldatastorage. Size Price DataMapandImportUpto10MB 2hours $330.00 DataMapandImportUpto25MB 5hours $825.00 DataMapandImportUpto50MB 10hours $1650.00 [10MBequatestoestimated~5,000dataelements] AdditionalItems 1) Pricedoesnotincludetravel. 2) PromeromayperformscopeidentifiedforCustomerResourcesattherequestoftheCustomers.Effort willbebilledonatimeandmaterialbasis. 3) DelaysnotattributabletoPromero(e.g.Customerscope)thataffectsPromerosabilitytocomplete Promeroscopeasperschedulemaycauseadditionaldelaysandchargeswhichwouldbecalculatedona timeandmaterialbasis. 4) Promeroscopeofworkisdeemedacceptedandcompleteoncethesystemisinservice/commercialuse or30daysaftercompletionoflastmilestone,whichevercomesfirst. 5) Assumesnoworkpermitsnecessary. 6) PricingandPaymentTerms: a. Allpricesquotedarein$US.Customerisresponsibleforanyapplicabletaxes. b. Balancedueinthreepayments: 1. 1/3dueuponexecutionofagreement. 2. 1/3due15calendardaysintotheprojectplan. 3. BalancedueuponcompletionofPromeroscopeandacceptancebycustomer.

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