Siebel CRM on Demand

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

Siebel CRM On Demand Rapid Setup

Promero, Inc Statement of Work

2009


Company Profiles

PartnerProfile

Promero, Inc Promero,establishedin2001,ishighlyexperiencedinthedeployment,integrationandmanagementofOracleContactCenterAnywhere[CCA].PromeroisanApplicationServiceProviderthathostsCCAsoftwareandisanauthorizedreseller.PromerohasextensiveexpertiseintheCallCenterSoftwareapplicationsfieldincludingsetupandconfigurationofSiebelCRMOnDemand.PromerocurrentlymanagesContactCenterAnywheresolutionsforover50callcentercustomersaroundtheglobeandprovidesservicelevelagreementsforallhostedcustomers.Promerooperatesastateoftheartnetworkoperationcenterforhostedsolutionscustomers.

Promero,Inc

Foundedin2001 WorldsLargestASPprovider

ofContactCenterAnywherecallcentersolutionandpredictivedialer

22Employees Coverage:NorthAmerica 52CallCenterAnywhere

HostedCustomerswithmorethan5000CCAUsers

Provides24/7Level1HelpDesksupport


Oracle Corporation Forover20years,OracleCorporation(Oracle)hassetthestandardforinformationproducts,processes,andservices.Oracleistheworldsleadingsupplierofsoftwareforinformationmanagement.Withannualrevenuesexceeding$10billion,andwithover40,000employees,thecompanyoffersitsproductsandservicesinmorethan145countriesworldwide.HeadquarteredinRedwoodShores,California,Oracleisthefirstsoftwarecompanytodevelopandemploy100percentinternetenabledenterprisesoftwareacrossitsentireproductline:database,server,enterprisebusinessapplications,andapplicationdevelopmentanddecisionsupporttools.OracleistheonlycompanycapableofofferingcompleteglobalebusinesssolutionsthatextendfromfrontOfficecustomerrelationshipmanagementtobackofficeoperationalapplicationstoplatforminfrastructure.

OracleProfile

Foundedin1977 WorldsLargestEnterprise

SoftwareVendor

$10BillionRevenue 200,000customers 40%midsizebusinesses

acrossallindustries

60Countries 40,000Employees Over$1Billiontobe

investedinFY01R&D

Morethan1,600partners


Statement of Work SolutionOverviewPromeroispleasedtoprovideanAccelerateSolutionsproposalforOracleSiebelCRMOnDemandInitialSetupandConfiguration.Thisproposalprovidesacomprehensiveimplementationplan,aswellasafirmpricequotebaseduponourstandardinitialsetupandconfiguration.TheplanhasacleardivisionofresponsibilitybetweenPromeroandCustomerResources.Promerowouldbepleasedtomodifythescopeofworkordivisionofresponsibilitiesatthecustomersrequest.Thepricewillbeadjustedaccordingly.

StatementofWorkincludes SummaryofResponsibilitiesfortheCustomerandPromeroaredescribedonpage2. StandardDeploymentSummaryisdescribedonpage3.

o StandardScopeo DataMappingandImporto ValidationandSystemReviewo PostDeploymentReviewo Trainingo Exclusions

SummaryProjectPlanasdescribedonpage6 DetailedProjectPlanasdescribedonpage7. ArchitectureOverviewasdescribeonpage8. HardwareOverviewasdescribeonpage9. Trainingisdescribedonpage9.AdministratorTrainingisrecommended[notrequired]trainingis

availablethroughOracleUniversity.ManagerUsertrainingandEndUsertrainingagendaandprovidedmaterialsaredescribedonpage9.

IndustryBestPracticesandBusinessFlowsaredescribedonpages10136. Geographicregion:NorthAmerica TravelandLodging:Thereisnotravelexpensescontemplatedforthissolution.Allactivitiesare

completedremotely. PostDeploymentSupport:30daysofoffsitetechnicalsupportviaemail,telephoneoronlinechat. NonUSdeploymentsavailableuponrequest. Pricesectionisonpage137.NotesAdditionalonsiteresourcescanbemadeavailablebyPromero;however,additionalTravel&Livingexpenseswouldapply.AnyadditionalPromeroscopeofworkwillbecompletedremotely.

Ifyouhaveanyquestionsaboutthisproposal,pleasecontact:CameronHoldenVPofSalesPromero,Inc1100ParkCentralBoulevardSouth,Suite2500PompanoBeach,Florida33064(954)9358867

ConfidentialandProprietaryInformation

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Summary of Responsibilities CustomerResponsibility:ThecustomerresponsibilityisdescribedintheDetailedProjectPlan.ThecustomersPrimaryOwnersofresponsibilitiesareidentifiedasCustomerExecutiveandCustomerEngineer.ThecustomermustreviewtheDetailedProjectPlanandassignaninternalITresource(s)thathasexcellentknowledgeofthecustomersnetworkarchitecture,operatingsystem,database,datacircuits,telecommunicationcircuitsandfirewallconfigurations.Theresourcemustreview,acknowledgeandconfirmcompliancewiththesectionsofthisdocument,specifically:

ArchitectureandHardwareOverview:Confirmthatthecustomerhasmettheminimumrequirementsrelatedtonetworkarchitectureasdescribedinsection:ArchitectureOverviewandHardwareOverview

TimeRequirement:ConfirmthattheCustomerhasidentifiedtheappropriateresourcesandallocatedtherequiredtimetocompletethetasksasdescribedinsection:DetailProjectPlanwhichdescribestaskownershipbyresourcetype:CustomerExecutive,BusinessRequirementsOwner,CustomerAdministratorandCustomerIT.

PromeroResponsibility:PromerosresponsibilityisdescribedintheDetailedProjectPlan.PromerosPrimaryOwnersofresponsibilitiesareidentifiedbyresourcetype:PromeroSales,PromeroProjectManager,PromeroEngineer1,PromeroEngineer2,andPromeroTrainer.


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Standard Deployment Summary Becauseallcustomershavevaryingrequirements,theactualimplementationneeds,andthecorrespondingactivitiescompleted,maydifferfromthatoftheaverageortypicalservicesdescribedhere.Formostcustomers,uniquerequirementswillresultinasimplereallocationoftimeoreffortfromoneactivitytoanother.Somecustomers,whohaveimplementationrequirementsthatsignificantlyexceedthetypicalservicesdescribedonthefollowingpages,mayneedtopurchaseadditionalconsultinghours.Standard Scope Design and Configuration

1. Configureamaximum9Businessobjects:Account,Contact,Lead,Campaign,Opportunity,Product,ServiceRequest,Solution,and/orTask&Appointmentobjects(dependsonfunctionalitybeingimplemented)

2. Configurecompanyprofileinformation3. Configurepasswordcontrols4. Loadactiveusers,upto50users5. Establishuserreportinghierarchy,upto9PreDefinedRoleNames6. Defineandapplyvisibilityandaccesscontrolrulesthroughrolebasedprivileges7. ConfigureSalesProcessforuptoone(1)salesprocess

a. Upto(10)SalesStagesb. Upto(5)TasksperSalesStagec. Configureuptoten(10)Leadassignmentrulesd. Configureuptoten(10)Accountassignmentrulese. Configureuptoten(10)Opportunityassignmentrules

8. ConfigureServiceRequestProcessforuptoone(1)ServiceRequestprocessa. Upto(10)ServiceRequestStagesb. Upto(5)TasksperServiceRequestStagec. Upto(10)ServiceRequestassignmentrules

9. ConfigureSalesProcessCoachforuptoone(1)SalesProcess10. ConfigureServiceProcessCoachforuptoone(1)ServiceProcess11. Configureuptoone(1)custombusinessobject12. Configureupto90screenlayouts:oneperbusinessobject[upto10:9predefinedbusinessobjectsplus

1custombusinessobject]peruserrole[upto9]:Max9013. Configureuptoone(1)language14. Configureuptoone(1)currency


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Data Mapping and Import TheamountofdatayourcompanycanstoreintheSiebelCRMOnDemanddatabasedependsonthenumberoflicensesthatyourcompanyhassubscribedto.Bydefault,youhave10megabytes(MB)ofstorageperlicense.Thisisequivalenttoapproximately5,000textonlyrecordsperlicense.Forexample,acompanywith15licenseshas150MBofstorage(approximately75,000textonlyrecords).Recordfiles[rawdataintermsofMBs]willnotequateexactlytothesamesizestorageduetofileoverhead,propertiesandcolumnheadersthatwillattractdatastorage.Example:8MBfilemayuse10MBofstorage.Recordswithdocuments,photos,diagrams,PDFsorothersimilartypeelementswillrapidlyusestorage.Topurchaseadditionalstorage,contactyourSiebelCRMOnDemandsalesrepresentative.Ifyouexceedyourstoragelimit,youreceiveanerrormessage.Ifyourcompanysstorageapproachesthestoragelimits,systemperformancemaybeaffected.

IncludedinRapidSetupSolution OptionalScope

Configure7DataElements MegabytesofData AdditionalData

Accounts Contacts Opportunities Leads Products ServiceRequest Solution

ImportDataElementsUpto500MB[Basedon50Licenses@10MBofDataElementsperlicense;500MBequatestoestimated250,000dataelements]

ImportAdditionalDataSeepage137

OptionalScope

Configure4DataElements

OpportunityProducts AccountAssets Notes ContactRoles

SetupandConfiguration ImportAdditionalData

Seepage137

Validation & System Review ConductatwohoursystemreviewpresentationforthecustomersprojectteamtoreviewandvalidatetheSiebelCRMOnDemandconfigurationanddataimport. Post-Deployment Reviews Conducttwoconferencecalls,thirtyandsixtydaysaftercompletionofcustomersEndUserTraining,toreviewprogress Training

1. PrescribeaProjectTeamTrainingcurriculumofexistingtrainingofferingsavailabletoallcustomersofSiebelCRMOnDemand.

2. FacilitateTrainingRequirementsMeeting


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3. Preparefor,anddeliveryof,one(1)ManagerUsertrainingsessionagendaforeachgroupoffive(5)Managers(remotedeliveryviaWebExMeeting)trainingplatform,nottoexceedninety(90)minutesinduration)

4. Preparefor,anddeliveryof,one(1)EndUsertrainingsessionagendaforeachgroupoftwentyfive(25)endusers(remotedeliveryviaWebExMeeting)trainingplatform,nottoexceedninety(90)minutesinduration)

Exclusions

1. ReportsDevelopment2. ExecutiveWorkshop3. Configurationofmultiplesalesprocesses4. BooksofBusiness[RequiresBookofBusinesstobeenabledontheCRMOnDemandaccount]5. WorkflowRules[RequiresWorkflowtobeenabledontheCRMOnDemandaccount]6. Implementationofsinglesignon(SSO)7. Configurationofmorethanone(1)custombusinessobject8. Webservicesdevelopment[RequiredWebservicestobeenabledontheCRMOnDemandaccount]9. Configurecustomwebtabs10. 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,OraclemanagestheSiebelCRMOnDemandarchitectureforitsCustomers,withouttheneedtothecustomertoinstallanyequipment.SiebelCRMOnDemandsupportscustomizationprimarilythroughapointandclickinterface.TheapplicationisaccessedviaastandardwebbrowserbyaccessingastandardURLaddress.SystemRequirements

OracleCRMOnDemandSystemRequirements

Browser MicrosoftInternetExplorer6or7andFirefox2

OperatingSystem MicrosoftWindows2000ProfessionalEdition MicrosoftWindowsXPProfessionalandHomeVersion MicrosoftWindowsVista

Display SuperVGA(1024x768resolution)withcolorqualityofatleast256colors

MicrosoftOfficeIntegrations MicrosoftOffice2000,2003and2007

OutlookEmailIntegration MicrosoftOutlook20002007

NotesEmailIntegration IBMLotusNotes6.0,7.0and7.5

PIMSync MicrosoftOutlook20002003,LotusNotes6.0,7.0and7.5,PalmOS4.0orhigher*Outlook2007andLotusNotes8.0supportisforthcoming

Otherrequirements AdobeFlashPlayer9


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Hardware Overview TheSiebelCRMOnDemandsystemisprovidedwithouttheneedtothecustomertoinstallanyproprietaryequipment.TheapplicationisaccessedviaastandardwebbrowserbyaccessingastandardURLaddress.

OracleCRMOnDemandSystemRequirements

Processor PentiumIII(PentiumIIIequivalent)orgreater

Processorspeed 500MHz(1.2GHzrecommended)

RAM 128MB(256+MBrecommended)

HardDrive 1+GB(4GBrecommended)

CDROM None

SoundCard Yes

Speakers/Headphones Either

Administrator Training TheSiebelCRMOnDemandAdministratortrainingisprovidedbyOracleUniversityandisnotincludedinthisAccelerateSolution.ThistrainingisnotrequiredtoimplementthisAccelerateSolution,however,itisrecommended.Therecommendedtrainingincludes:OracleCRMOnDemand15AdministratorConsultanttraining.Visithttp://education.oracle.comandpastethecoursetitleintothesearchbartoviewdetails.Manager User Training TheSiebelCRMOnDemandManagerTrainingAgendaandselfpacedtrainingmaterialsareprovidedinthissolution.Promerowillconducta90minuteWebinartoreviewtheTrainingagendaandmaterials.End User Training TheSiebelCRMOnDemandEndUserTrainingAgendaandselfpacedtrainingmaterialsareprovidedinthissolution.Promerowillconducta90minuteWebinartoreviewthetrainingagendaandmaterials.


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Industry Best Practices and Business Flow SiebelCRMOnDemandisahighlyconfigurableandflexibleapplicationthatmeetsthemostrigidbusinessflowrequirements.PromeroprovidesIndustryBestPracticesandBusinessFlowmethodologiesthatwillefficientlyenabletheInitialSetupandConfigurationofSiebelCRMOnDemand.PromeroBestPracticesandBusinessFlow

Planning GettingStartedChecklist CaptureBusinessNeedsAnalysisandRequirements UserInformation,GroupInformation,RoleSetupTemplate AccessProfileandDefinitions RecordAccessLevelsandDefinitions ScreenConfigurationTabAccessandOrder CustomFieldSetup

o AccountFieldso ActivitiesFieldso AssessmentFieldso AssetFields

CustomPageLayouto HomePageLayouto ContactPageo LeadPageo OpportunityPageo ServiceRequestPage

PrivilegesandDefinitions SalesMethodology

o Salesprocesso SalesStageso Taskso RecordAssignment

ServiceMethodologyo Serviceprocesso ServiceStageso Taskso RecordAssignment

AddressFieldMappingsbyCountry SearchLayout


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Planning Planningduringtheinitialstagesiscriticalcomponentofasuccessfulsetupandconfigurationdeployment.Theprocessbeginswiththeidentificationofeachparticipantsstakeholdersthathaveownershipofresponsibilitiesduringtheprocess,reviewofthemilestonesasdescribedintheGettingStartedChecklistandadetailedreviewofthedocumentsthatwillbeusedduringtheengagement.ResourceIdentificationCustomerresourcesdescribedbytype:

CustomerExecutive CustomerBusinessRequirementsOwner CustomerAdministrator CustomerITResource

Promeroresourcesdescribedbytype:

PromeroProjectManager[PM]Thisresourcecreatestheprojectplanandmeasures/reportsonprogress,aswellasassigningadditionalhumanresources.

PromeroEngineerTheseresourcesarethehandsonindividuals/teamsthatimplementtheprojectplan,suchascreatinguseraccounts,configuringuserroles,creatingBooksofBusinessetc.

PromeroTrainer


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InformationGatheringDocumentsInformationTemplatesThesedocumentsaredesignedtoefficientlyandeffectivelygathertheinformationneededtosuccessfullydeploySiebelCRMOnDemand.Thesedocumentsincludebutarenotlimitedto:

GettingStartedChecklist User,Group,andRoleTemplates TabAccessandOrder PrivilegesTemplate UserInformation AssessmentSetupTemplate CustomFieldSetupTemplate ActivitiesField CustomPageLayoutTemplates SalesMethodologyTemplate RecordAssignmentTemplate AddressFieldMappingsbyCountry SearchLayoutTemplate


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GettingStartedChecklistThischecklistwillhelpplanthelaunchofSiebelCRMOnDemand.ItlistspreparationandsetuptasksthatareoftenperformedduringimplementationoftheCRMOnDemandapplication.


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Getting Started Checklist (Continue)


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User, Group, and Role Setup Template Thissetoftemplateshelpsgatherimportantinformationaboutusersandrolesfortheorganization.Eachsheetinthisworkbookassistsinworkingthroughpartoftheprocess.Thesheetsaredefinedbelow:

Role Names Thistemplateisusedtooutlinetherolesforyourorganization.Thisisthefirststepinrolecreation.

Access Level Definitions Thisworksheetisforreference.Refertothissheetfordefinitionsforeachaccesslevelyoucanusetodefinerecordtypeaccess.


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Access Profiles Thistemplateisusedtodefineaccesstorecordtypesforeachuserrole.UsethisinformationtosetupAccessProfilesthatyouwillassigntotherolesviatheRoleManagementWizard.Youcanassignthesameaccessprofiletomorethanonerole,ifappropriate.

Access Profiles RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeachaccessprofile.


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Access Profiles (Continue) RelatedInfo:Thistemplateisusedtodefinethelevelofaccesstorecordtyperelatedinformationforeachaccessprofile.


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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.Thetaborderandavailabilitymaybedifferentforeachrole.


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Privileges: Thistemplateisusedtodefinetheprivilegesthatwillbegrantedforeachrole.


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Privileges (Continue) Thistemplateisusedtodefinetheprivilegesthatwillbegrantedforeachrole


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Privilege Definitions Thisworksheetisforreference.Refertothissheetfordefinitionsofeachprivilegeandadescriptionofwhatactionsthatprivilegewillallow.


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Privilege Definitions (Continue): Thisworksheetisforreference.Refertothissheetfordefinitionsofeachprivilegeandadescriptionofwhatactionsthatprivilegewillallow.


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User Information Thistemplateisusedtooutlinetheuserinformationforanorganization.


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Assessment Setup Template TheworksheetsinthistemplateareusedtogatherrequirementsfordevelopingContactScripts,LeadQualificationScripts,OpportunityAssessments,ServiceRequestScripts,andServiceRequestSurveys.


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Assessment Setup Template (Continue)


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Custom Field Setup Template BeforecustomizingSiebelCRMOnDemand,specificrequirementsshouldbegatheredfromthevariousStakeHolders.Thistemplateisusedtodocumentrequirementsforrenamingfields,changingfieldpicklistvalues,andcreatingcustomfieldsandpicklists.Thereare14worksheetsinthisdocument;oneforeachofthestandardrecordtypes. The14typesare:AccountFields,ActivityFields,AssessmentFields,AssetFields,CampaignFields,ContactFields,LeadFields,OpportunityFields,ProductFields,RevenueFields,ServiceRequestFields,SolutionFields,UserFields,CustomObjectFields Account Fields:


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Account Fields (Continue)


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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.ThesepagelayoutscanbeassignedtouserrolesusingtheRoleManagementWizard.ThistemplateisusedtoplanthecustompagelayoutsforeachSiebelCRMOnDemanduserrole.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,includingtheMyHomepagelayout.ThesepagelayoutscanbeassignedtouserrolesusingtheRoleManagementWizard.ThistemplateisusedtoplanthecustomhomepagelayoutsneededforyourSiebelCRMOnDemanduserroles.The6customizableHomePagesareMyHomepage.AccountHomepage,ContactHomepage,LeadHomepage,OpportunityHomepage,ServiceRequestHomepage. 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.Onlyonesalesprocessmayexistortheremaybemanyprocesses.Asanexample,theremaybeonesalesprocessforsellingequipmentandanothersalesprocessforsellingservicecontracts.Iftherearemultiplesalesprocesses,whichrolesshouldbeassignedtowhichprocessandwhichopportunitytypeswillbeassociatedtoeachprocessmustbeidentified?Additionally,whichsalesprocesswillbethedefaultsalesprocesswhentheopportunitydoesnotmatchrequirementsforroleoropportunitytypemustbeidentified.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 country-appropriate 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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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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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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Lead Search Layout Template


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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:SiebelCRMOnDemandRapidSetupandConfigurationUpto50UsersOverviewRapidSetupforSiebelCRMOnDemandisaneconomicalimplementationpackagerestrictedtoimplementationsoflessthan50userswithsimplebusinessrequirements.ThelevelofeffortforRapidSetupiscappedat63hourswhichmustbeusedwithin60days.TheStandardDeploymentSummaryisdescribedonpage7.Thesehoursaresufficientforastarttofinishimplementationtobecompleted.Itassumestheprojectisforlessthan50usersandthatthecustomerhasstraightforwardrequirements.Ifthecustomersimplementationisforgreaterthan50users,orifthelimitationsintheRapidSetuppackagedonotmatchthecustomersrequirements,thenOptionalScopepackagesmaybeappropriate.CustomerInitiatedDelayIntheeventofdelaysthatareinitiatedbythecustomerwhichresultinthecompletionofthissolutionthatexceeds60daysfromthestartdate,thecustomerwillbechargedaReengagementFeeof25%ofthesolutionprice.Thissolutioniscompletedviaremoteaccess[notonsite]byPromerostaff.AdditionalassumptionsarethattheCustomersnetworkmeetstheminimumrecommendedhardwarerequirements,operatingsoftwareandbrowserconfigurationstosupportSiebelCRMOnDemandasdescribedinthisdocument.TheCustomerenablesandidentifiestheinternalresourcesnecessarytoprovidethebusinessrequirementstocompletethesetupandconfiguration.CustomerwillprovideresourcestoreviewandprovideadetailedstructureddataconfigurationandmappingrequirementsthatareacceptabletoOraclefordataimport.Customersdataimportwillnotexceedthemaximumnumberofrecordsasdescribedonpage4.Description:InitialSetupandConfigurationupto50Users PriceUpto50Users[Includesdataloadofupto10MBperUserLicense] $9,900.00OptionalScope:AdditionalUsersAddDaystoTimeline51to100UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $14,190.00101to150UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $18,480.00151to200UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $22,770.00201to250UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $27,060.00251to300UsersAdd2days[Includesdataimportfor10MBdatastorageperUserLicense] $31,350.002)OptionalScope:CustomManagementReports Size PriceOne[1]CustomManagementReport Upto20hours $3,300.00


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3)OptionalScope:AdditionalDataElementSetupandConfiguration OverviewSetupandconfigurethesedataelements. Size Price

OpportunityProducts Upto10hours $1650.00 AccountAssets Upto10hours $1650.00 Notes Upto10hours $1650.00 ContactRoles Upto10hours $1650.00

4)OptionalScope:AdditionalDataMapandImport OverviewImportofdataelements.Thisitemdoesnotincludeadditionalstorageifrequired.ContactOraclesCustomerCareteamtoaddadditionaldatastorage. Size PriceDataMapandImportUpto10MB 2hours $330.00DataMapandImportUpto25MB 5hours $825.00DataMapandImportUpto50MB 10hours $1650.00[10MBequatestoestimated~5,000dataelements] AdditionalItems

1) Pricedoesnotincludetravel.2) PromeromayperformscopeidentifiedforCustomerResourcesattherequestoftheCustomers.Effort

willbebilledonatimeandmaterialbasis.3) DelaysnotattributabletoPromero(e.g.Customerscope)thataffectsPromerosabilitytocomplete

Promeroscopeasperschedulemaycauseadditionaldelaysandchargeswhichwouldbecalculatedonatimeandmaterialbasis.

4) Promeroscopeofworkisdeemedacceptedandcompleteoncethesystemisinservice/commercialuseor30daysaftercompletionoflastmilestone,whichevercomesfirst.

5) Assumesnoworkpermitsnecessary.6) PricingandPaymentTerms:

a. Allpricesquotedarein$US.Customerisresponsibleforanyapplicabletaxes.b. Balancedueinthreepayments:

1. 1/3dueuponexecutionofagreement.2. 1/3due15calendardaysintotheprojectplan.3. BalancedueuponcompletionofPromeroscopeandacceptancebycustomer.

Date post:	02-Mar-2016
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