This document discusses two models for converting online leads from Siebel CRM into opportunities. Model 1 has the LDR convert leads to opportunities by changing the lead status, filling out opportunity details, and dispatching to sales. Model 2 has sales convert leads by changing the lead status, verifying quality, and either retiring unqualified leads or creating opportunities for qualified leads. Both models involve confirming lead details in Siebel, evaluating quality, determining if the lead already exists, and changing the lead status and owner during the conversion process from lead to either an opportunity or retired status.

1. Online Leads in Siebel
Wen Chiang & Ada Tang
Oct .01, 2012

2. Regional LDM & LDR
RBU LDM LDR
AEU Bart De Vreese Central EU: Franco
North EU: Daniel
South EU: Stefania
ANA Fei Khong East: Tanya Mortensen
Central: Noel Nguyen
West & Latin America: Chantelle Zapien
ACN Bangcai Zhang Chunbin.zha
ATW Jill Chung E

3. Find Leads in Siebel
1
3
2

4. Find Lead in
Siebel Select “My New
Leads”
2
1 Select “All Leads”
3 Click “Description” to see Lead
details

5. Model 1
LDR convert Lead to Opportunity

6. Lead Flow in Siebel
Siebel Leads Opportunity
Change Lead Fill in existed
Status from opportunity
Ye NEW to name in End
s Existing Opportunity
Complete Evaluate Opportunity column
& confirm lead quality Ye Already
A quality existed in
account/ based on s
lead? Siebel?
contact marketing Change Lead Dispatch to
LDR
information activities No Status from sales by
(in Activity NEW to changing
Comment) No Converted Owner &
Org.
Change Lead
Status from
End
NEW to
Retire
Automatically
Sales
create Opportunity
to pre-assigned
sales

7. LDR View in Siebel Lead (Lead Converted to
Opp.)
5
If the lead is unqualified,
click “Retire” and select
the reason code and
comment
Check account and create new 2
account in “Account” if New account
will be kept
necessary. here
Siebel existed account will be
created in “Account” as default.
3
Check past marketing events
recorded in Activities
“Comment”
Assign to sales contact
1 Confirm contact info. by changing Owner &
Org.
Select Lead Status
based on lead quality
4 New
If the sales lead has
already existed in Siebel,
select the existed
Opportunity Name

8. Sales View: Opportunity converted from
Lead

9. Model 2
Sales convert Lead to Opportunity

10. Lead Flow in Siebel
Siebel Lead Opportunity
Confirm & Change Dispatch to
complete Reachable Yes Lead sales by
account/ contact Status to changing
contact info.? Accepte Owner &
LDR
information d Org.
No
Change
Lead Status End
from New to
Retire
Receive Change Lead
Lead and No Status from
verify lead A quality Accepted to End
quality lead? Retire
Yes
Change Lead Fill in existed
Already Yes Status from opportunity
existed in Accepted to name in End
Siebel? Existing Opportunity
Opportunity column
Sales
No
Change Lead Change
Belong Yes Status from Owner to
to other Accepted to local LDR
sales? Reject
Change Lead Automatically
No
Status from create
Accepted to Opportunity for
Converted sales follow-up

11. LDR View in Siebel Lead
4
If the contact is
unreachable, click “Retire”
and select the reason code
and comment 2
Check account and create new
account in “Account” if
necessary.
Siebel existed account will be
created in “Account” as default.
Select sales contact
1 Confirm and complete contact by changing Owner &
info. Org.
3 New
Accepted
Select Accepted if the
contact info. is
accurate

12. Sales View in Siebel Lead
3
If the lead is unqualified,
click “Retire” and select
the reason code and
comment
1
Check past marketing events
recorded in Activities
“Comment”
Change Owner to
LDR if the lead is not
yours
2
Converted
Reject
Existing Opportunity
If the sales lead has
already existed in Siebel,
select the existed
Opportunity Name

13. Sales View: Opportunity converted from
Lead