CRM Program Change: Cross-ORG Views for AACIAG & AICNCG Accounts effective Feb 14, 2006

New Siebel Account View “All US Accounts (AACIAG&AICNCG)” All inside Sales and Support for AAC/IAG and AIC/NCG now have this view note: Field Sales does NOT have this view Provides access to the data to eliminate cross-ORG conflicts on Active Accounts You must check Siebel on all Accounts to make sure they are not a customer of the other Organization (direct or indirect) BEFORE quoting or placing order see next slide for explanation online orders cannot be controlled

Guidelines for Cross-ORG Accounts: Quotes & Orders & Direct Marketing

To “protect” your accounts, the information must be in Siebel DB All active Accounts must be in Siebel with ERP ID and correct Status include Contact info whenever possible Interactions with Accounts must be recorded as Siebel Activities All Opportunities must be kept up-to-date in Siebel Opportunities Actions to close deals must be recorded as Activities within the Account/Opportunity record

For Post-Sales Tech Support Closely query Siebel for existing Account record on all support questions If Account exists under other ORG, and meets “ownership” criteria (slide 3), you should refer the customer to that ORG for support If there is no Account “ownership” reflected in Siebel or SAP, you should provide Service Request

All Inside Sales, Support, and Marketing Siebel Users in AAC & AIC MUST set up their Siebel Account view to show both the AACIAG & AICNCG Accounts 9 easy steps, takes less than 2 minutes to change your settings Follow these directions...

TO SET UP YOUR SIEBEL VIEW 1. click on “Site Map”

2. click on “User Preferences”

3. click on “Tab Layout”

4. in top applet, highlight “Accounts” in bottom applet, put “Default View” checkmark in “All Accounts across US (AACIAG&AICNCG)”

5. Click tab “Default Queries”

6. -in top applet, highlight Screen Name “Accounts” -in bottom applet, highlight View Name “All Accounts across US (AACIAG&AICNCG” -click on box, choose “All Accounts”

7. click on “Accounts” tab, and your default view will be “All Accounts across US (AACIAG&AICNCG)”, default Query “All Accounts”

8. in top applet pull-down, go to “Columns Displayed”

9. -in Available Columns, highlight “Organization” -click top arrow to move into Selected Columns -in Selected Columns, highlight “Organization”, click top arrow, then “Save”

Now your default Accounts view will show all accounts that belong to either AACIAG or AICNCG. PAY ATTENTION TO THE “Organization” column!!!

This program goes into effect immediately This program goes into effect immediately. Any questions should be referred to your supervisor.