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

2. 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

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

4. 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

5. 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

6. 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...

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

8. 2. click on “User Preferences”

9. 3. click on “Tab Layout”

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

11. 5. Click tab “Default Queries”

12. 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”

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

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

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

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

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