Demo User
Demo User
January 2020
Siebel
Demo Users Reference
January 2020
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected
by intellectual property laws. Except as expressly permied in your license agreement or allowed by law, you may not use, copy, reproduce, translate,
broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display in any part, in any form, or by any means. Reverse engineering,
disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you nd any errors, please report
them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the
following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware,
and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition
Regulation and agency-specic supplemental regulations. As such, use, duplication, disclosure, modication, and adaptation of the programs,
including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license
terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for
use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware
in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe
use. Oracle Corporation and its aliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle Corporation and/or its aliates. Other names may be trademarks of their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or
registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks
of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle
Corporation and its aliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and
services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its aliates will not be responsible
for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable
agreement between you and Oracle.
The business names used in this documentation are ctitious, and are not intended to identify any real companies currently or previously in existence.
Siebel
Demo Users Reference
Contents
Preface .................................................................................................................................. i
Preface
This preface introduces information sources that can help you use the application and this guide.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.
Contacting Oracle
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support through My Oracle Support. For
information, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.
i
Siebel Preface
Demo Users Reference
ii
Siebel Chapter 1
Demo Users Reference What’s New in This Release
1
Siebel Chapter 1
Demo Users Reference What’s New in This Release
2
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
Note: For more information about using a demo user to log in to a Siebel demo application, see Siebel
Installation Guide for the operating system you are using.
CCHENG Casey Cheng / Siebel Call Center Universal Agent Cheng handles service requests
Universal Agent of all types: emails, inbound
calls, and Web collaboration
session requests. In addition,
he executes outbound call
campaigns.
TARNOLD Ted Arnold / Siebel Call Center Telesales Arnold primarily executes
Telesales Representative inbound and outbound
Representative telemarketing and telesales calls.
VTAYLOR Vic Taylor / VP Call Siebel Call Center Call Center Manager Taylor’s responsibilities for
Center the day-to-day operations
of a Call Center make him
a regular user of Siebel
Call Center Administration
functions. He uses the Siebel
Analytics function to evaluate
performance and ROI and to
3
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
EMODI Emily Modi / Siebel Call Center Consulting Manager Modi is responsible for
Engagement managing a consulting
Manager practice business, including
opportunity management,
client relationships, contracts
and agreements, and nancial
reporting and management.
GABBO Glen Abboline / Oracle Professional Consultant Abboline is responsible for day-
Information Services to-day project management,
Technologist including stang requests.
GCLARK Gary Clark / Oracle Professional Consulting Manager Clark is responsible for
Consultant Services managing a consulting practice
business.
JADAMS Jamie Adams / Siebel Web Corporate User Adams uses Siebel eCatalog to
VP of Information Customer Order navigate through product oerings,
Technology Management Siebel Congurator and Pricer to
congure and price orders, and
Siebel eSales to check out online
sales information.
4
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
Siebel ERM
The following table lists the demo users for Siebel ERM.
APARKER Ashley Parker / Siebel ERM ERM User, Siebel Parker is an employee who
Product Line Administrator Administrator sets objectives, takes training
Manager classes, les SRs. Parker also is an
administrator who can perform all
administrative functions.
JRUBIN Jason Rubin / Siebel ERM ERM Manager, ERM Rubin is the person used most
Director, Product Analytics Manager frequently in ERM Demos. Rubin
Marketing is a mid-level manager in the
organization who has approval
capabilities, a number of layers
of employees under him in the
organization, a view of certain
analytics dashboards, and the
ability to act like an individual
contributor.
MSALTEN Mark Salten / Siebel ERM ERM Manager, ERM Salten is a CIO who can view
Vice President, Analytics HelpDesk key metrics related to internal
Information HelpDesk performance.
Technology and CIO
EHOLDEN Ed Holden / Senior Siebel ERM ERM Manager, ERM Holden is a vice president who
Vice President, Analytics VP approves comp plans, views
Product Marketing overall organization analytics, and
is Jason Rubin’s Manager.
TSMITH Tom Smith / Siebel ERM ERM Manager, Smith is an executive who
Chairman and CEO Executive Analytics views key analytics and sets the
User corporate strategy.
5
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
DCOLLINS Dana Collins / Siebel Service Dispatcher Collins is responsible for addressing
Dispatcher customer issues when personnel
must be sent onsite.
FROBERTS Fred Roberts / Field Siebel Service Senior Field Engineer Roberts is a eld service engineer
Service Engineer working for Oracle’s Service Team.
He is responsible for carrying out
eld repairs and replacing defective
parts. He is also a mobile application
user.
JORMSBY Jack Ormsby / Field Siebel Mobile Field Technician Field technician using the Siebel
Technician application for Siebel Mobile application for Siebel Service.
Service
SMURPHY Seth Murphy / Siebel Service Service Administrator Murphy manages all service
Service Manager operations.
Siebel Marketing
The following table lists the demo users for Siebel Marketing.
MMARINO Mary Marino / Email Siebel Marketing Campaign Marino uses Siebel Email
Marketing Manager Administrator Marketing and Siebel Web
Marketing to create email and
web campaigns.
PMILLER Pat Miller / Vice Siebel Marketing Marketing Executive Miller uses Siebel Marketing
President, Marketing and Marketing Resource
Management to plan, manage
and monitor the eectiveness
of the organization’s
marketing activities.
MMAY Marion May / Siebel Marketing Marketing Program May uses Siebel Marketing to
Marketing Manager Manager, Marketing plan and execute marketing
Planning Manager programs and campaigns.
EMENDIS Ed Mendis, Event Siebel Events Manager Events Manager Mendis uses Siebel Events
Manager Manager to plan and manage
marketing events.
6
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
Siebel PRM
The following table lists the demo users for Siebel PRM.
CELLIS Cory Ellis / VP of Partner Manager Channel Operations Ellis performs analysis of
Channels Manager partner programs, product
sold, pipeline and other
analytics features, CHAMP
initiatives created as a result
of analytics and forecasting
total visibility into expected
partner revenue.
CMAX Chris Max / Channel Partner Manager Channel Marketing Max uses Siebel Partner
Marketing Manager Manager Analytics Manager to manage
User relationships with consulting
partners.
CMORRIS Colby Morris / Partner Partner Manager Channel Account Morris uses Siebel Partner
Manager Manager Manager to manage the
relationships with the reseller
partners he is responsible
for. He drives marketing,
sales and service through
the partner organization,
and assesses the overall
performance of the partner
organization.
OMANN Owen Mann / Partner Partner Operations Partner Operations Mann has Delegated User
Operations Agents Manager Analytics User Administration: partners can
set up, modify and delete
users.
Delegated Product
Catalog and administer
complementary product
oerings.
Opportunity Assignment: new
opportunities get assigned
to partner employees using
Assignment Manager.
RMARLOW Robin Marlow / Partner Portal Partner Executive Marlow uses Siebel Partner
Partner Sales Manager Portal to work with Oracle and
to improve the eectiveness
of all interactions with her
7
Siebel Chapter 2
Demo Users Reference Demo Users for Siebel Business Applications
SREED Shawne Reed / Partner Portal Partner Marketing Reed performs campaign
Partner Marketing Agent administration to set up
Agent campaigns and add contacts.
He can also submit a
fund request to support a
campaign.
SMEIZEN Sandy Meizen / Partner Manager Partner Sales Meizen can collaborate on
Partner Service Representative - projects. Solutions access to
Manager Mobile knowledge base with FAQs,
troubleshooting guides,
instructions, and so forth.
Siebel Sales
The following table lists the demo users for Siebel Sales.
MSTERN Madison Stern / Siebel Sales Sales Manager Stern uses Siebel Sales to manage
Regional Manager all personal and team Sales and
Forecasting information. Also
uses the Siebel Mobile application
for Siebel Sales.
NSACHS Nancy Sachs / VP Siebel Sales Multi-Organizational Sachs uses Siebel Sales to
Sales, North America Manager manage personal, team, and
organizational Sales and
forecasting information. She also
performs analysis on revenue
pipelines and forecast.
TSMYTHE Terry Smythe / District Siebel Sales Field Sales Smythe uses Siebel Sales to
Manager Representative manage all personal Sales and
Forecast information. Also uses
the Siebel Mobile applications for
Siebel Sales and Siebel Service.
JKATZ Jamie Katz / Field Siebel Mobile Route Sales Sales representative using the
Sales Representative application for Siebel Mobile application for
Siebel Sales Siebel Sales.
8
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
Note: For more information about using a demo user to log in to a Siebel demo application, see Siebel
Installation Guide for the operating system you are using.
Siebel Automotive
The following table lists the demo users for Siebel Automotive.
BATKINS Bill Atkins/Customer Siebel eCustomer Web Registered User Atkins is the customer who is the
recipient of all sales, service and
marketing activities.
9
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
AALEXIS Andrea Alexis/ Siebel Automotive Auto Customer Alexis is an OEM who uses
Customer Service Service Siebel Automotive to manage all
Representative Representative customer relationships.
CNASTASE Carla Nastase / Siebel Automotive Auto Captive Carla is an OEM captive nance
Collections Agent Collection employee who uses Siebel
Representative Automotive to call on delinquent
customers to collect on their
accounts and also manage other
aspects of customer service.
DSIMONS Deon Simons / Siebel Automotive Auto Captive Deon is an OEM captive
Customer Service Customer Service nance employee who uses
Representative Representative Siebel Automotive to manage
all aspects of customer
relationships.
HABEL Henry Abel/Field Siebel Automotive Auto Field Manager Abel is an OEM employee who
Manager uses Siebel Automotive to
manage all dealer relationships.
CAUSTIN Chris Austin/ Siebel Marketing Auto Marketing Austin is an OEM Employee
Marketing Manager Manager who uses Siebel Marketing and
Siebel Analytics to manage all
marketing activities.
GMORRIS Gus Morris/Dealer Siebel Dealer Auto Dealer General Morris is Dealer General Manager
General Manager Manager who uses Siebel Dealer to
manage marketing campaigns,
OEM relationships, administer
users at the dealership and
manage all Sales Managers at
Dealership.
KWALTERS Kathy Walters / Siebel Automotive Auto Captive Kathy is an OEM captive nance
Customer Service Customer Service employee who uses Siebel
Manager Manager Automotive to manage the
group of customer service
representatives who manage
all aspects of customer
relationships.
MBELKE Maria Belke / Siebel Automotive Auto Captive Maria is an OEM captive nance
Contract Specialist Contracting Agent employee who uses Siebel
Automotive to coordinate with
dealerships in order to process
and approve customer lease/loan
contracts.
MRIVERA Miles Rivera / Siebel Automotive Auto Captive Miles is an OEM captive Finance
Collections Manager Collection Manager employee who uses Siebel
Automotive to manage the group
of collections agents who call on
delinquent customers.
10
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
RELLSWOR Roger Ellsworth / Siebel Automotive Auto Captive Roger is an OEM captive nance
Field Sales Representative employee who uses Siebel
Consultant Automotive to manage all
captive nance, related dealer
relationships.
SAGNES Sophia Agnes/Dealer Siebel Dealer Auto Dealer Sales Agnes is the Receptionist at
Sales Assistant Assistant Dealership whose role is to greet
guests and direct them to the
correct sales or service person.
SAMOORE Samantha Moore/ Siebel Dealer Auto Dealer Sales Moore is the Sales Manager
Dealer Sales Manager Manager at Dealership who uses Siebel
Dealer to manage her team of
Sales Consultants at Dealership.
SCHAN Sco Chan/Dealer Siebel Dealer Auto Dealer Sales Chan is the Sales Consultant
Sales Consultant Consultant at Dealership who uses Siebel
Dealer to manage Sales of
Vehicles.
SMCCART Steve McCartney / Siebel Automotive Auto Captive Lease Steve is an OEM captive nance
Lease End Consultant End Specialist employee who uses Siebel
Automotive to work with
customers and dealers in order to
manage lease end activities.
11
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
CMARSH Chris Marsh / Customer CME Web Registered User Marsh uses Siebel eCustomer
Customer for Media to subscribe for
service.
BEDINGER B Edinger / Field Sales Siebel Power COM Sales Manager Edinger is Sales Manager
Director Communications at Millennium World
Communications.
MNASH Mike Nash / Field Siebel Power COM Field Sales Rep Nash uses Siebel
Sales Representative Communications Communications to manage
his opportunities and validate
quotes and orders.
TMILLER Toni Miller / Customer Siebel Power COM Customer Miller uses Siebel Media to
Service Representative Communications Service Rep access customer information.
BEDINGER B Edinger / Field Siebel Power COM Sales Manager Edinger is Sales Manager
Sales Director Communications at Millennium World
Communications.
CWATSON Cory Watson / Siebel Power COM Customer Watson uses Siebel
Customer Service Communications Service Rep Communications Wireless to
Representative access customer information.
MNASH Mike Nash / Field Siebel Power COM Field Sales Rep Nash uses Siebel
Sales Representative Communications Communications to manage
his opportunities and validate
quotes and orders.
PWEATHER Pat Weathers / Customer CME Web Registered User Weathers uses Siebel
Customer eCustomer for Media to
subscribe for service.
12
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
BEDINGER B Edinger / Field Siebel Power COM Sales Manager Edinger is Sales Manager
Sales Director Communications at Millennium World
Communications.
KALLISON Kate Allison / Customer CME Web Registered User Allison uses Siebel eCustomer
Customer for Wireline to subscribe for
service.
SROBERTS Shirley Roberts / Customer CME Web Corporate User Roberts uses Siebel eCustomer
Customer for Wireline to manage her
business activities.
MNASH Mike Nash / Field Siebel Power COM Field Sales Rep Nash uses Siebel
Sales Representative Communications Communications to manage
his opportunities and validate
quotes and orders.
SCOLLINS Sue Collins / Siebel Power COM Customer Collins uses Siebel
Customer Service Communications Service Rep Communications to access
Representative customer information.
CCARNEY Chris Carney / Call Siebel Consumer CG Universal Agent Carney is a customer service
Center Agent Goods Call Center call center agent; also
handles Web inquiries.
13
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
LSTREET Lisa Street / Store Siebel Consumer CG XX Store Manager - Street manages displays and
Manager Goods and Customer eChannel product inventory.
TMARTIN Tim Martin / Trade Siebel Consumer CG XX Trade Marketing Martin is a trade marketing
Marketing Goods Sales and Siebel Manager manager.
Consumer Goods
Marketing
BPARKER Billy Parker / Siebel Consumer CG Deductions Agent Parker is responsible for
Deduction Agent Goods Sales resolving all deductions.
KDRESEL Kelly Dresel / Retail Siebel Consumer CG Retail Sales Dresel is a retail sales rep
Sales Representative Goods Sales Representative responsible for servicing
retail stores.
RMARCKS Ricky Marks / CG Siebel Consumer CG Retail Sales Marks is a retail sales
Retail Sales Manager Goods Sales Manager manager with retail sales
reps as direct reports.
VPRATT Vick Pra / Senior VP Siebel Consumer CG SR VP Pra is a Vice President over
Goods Sales Sales, Marketing, Finance,
and Operations.
CTRIPP Courtney Tripp / Key Siebel Consumer CG Key Account Tripp develops account
Account Manager Goods Sales and Siebel Manager plans and promotions to
Mobile applications drive incremental volume at
select accounts.
DLIVERY Del Livery / Delivery Siebel Consumer CG Deliver Livery is a retail sales
Representative Goods Sales and Siebel Representative - CE representative who uses
Mobile applications mobile devices when in the
eld.
14
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
LANDREWS Louise Andrews / Healthcare Call HC Agent - Call Andrews works for health plan;
Call Center Agent Center Center handles member and provider
service calls.
TWATSON Tom Watson / Group Healthcare Sales HC Sales Rep - Group Watson works for health plan;
Sales Rep collaborates with agents and
brokers on group sales.
JJUDD Jerry Judd / Customer Portal and Web Corporate User Judd is a health plan member.
Accountant Enrollment Portal
SREED Sheila Reed / Group Portal HC Administrator - Reed works for an employer
Benets Employer Group group or TPA (Third-party
Administrator administrator).
BGRANT Bob Grant / Visit Provider Portal HC Doctor Assistant - Grant works at a physicians oce
Coordinator Provider Portal or clinic.
FMILLER Fred Miller / Vice Marketing FIN Analyst - Miller uses Siebel Marketing
President, Marketing Marketing and Siebel Analytics to evaluate
important business drivers and
to determine what marketing
campaigns need to be created and
executed.
15
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
BKEMPER Bonnie Kemper / Siebel Finance Call IF Manager - Kemper uses Siebel Finance
Director - Center Commercial Banking Sales to manage all personal and
Commercial Banking team contact, opportunity, loan
request, and Forecast information
for commercial banking.
CBAXTER Charlie Baxter / Siebel Finance Call IF Banker - Baxter uses Siebel Finance Sales
Relationship Center Commercial Banking to manage all personal contact,
Manager opportunity, loan requests,
and forecast information for
commercial banking.
EASPEN Eve Aspen / Events Siebel Finance Call IF Events Aspen uses Siebel Events
Administrator Center Administrator - Manager for Finance to plan and
Institutional Sales manage institutional marketing
events.
FPRICE Francis Price / Siebel Finance Call IF Broker - Wealth Price uses Siebel Finance to
Financial Advisor Center Management manage all relationship functions
- Private Client related to nancial planning
Services and wealth management across
retail brokerage and wealth
management.
IBARNES Ian Barnes / Vice Siebel Finance Call IF Banker - Barnes uses Siebel Finance Sales
President Center Investment Banking to manage all personal deals,
forecasts, client, and event
information for investment
banking, while respecting
all Chinese Wall security
requirements.
ISTONE Irene Stone / Vice Siebel Finance Call IF Sales Manager - Stone uses Siebel Finance Sales
President Equity Center Institutional Sales to manage client relationships,
Sales sales, and call list information for
institutional sales.
MDONAHUE Michael Donahue / Siebel Finance Call IF Manager - Donahue uses Siebel Finance
Senior Managing Center Investment Banking Sales to manage investment
Director banking client relationships, while
adhering to Chinese Wall security
requirements. He also performs
sophisticated analysis on revenue
pipelines and forecasting.
RADAMS Robert Adams / Siebel Finance Call IF Sales Rep - Adams uses Siebel Finance Sales
Research Analyst Center Institutional Sales to manage client relationships
and to maintain and distribute
research.
16
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
CANTHONY Chris Anthony / Claims Siebel Financial IN Claims Adjuster Anthony is a Claims Adjuster.
Adjuster Services
CCONWAY Chris Conway / Siebel Financial IN Agent - Call Conway is a Call Center/Service
Insurance Call Center Services Center Representative.
Agent
VALONTO Victor Alonto / Sales Siebel Financial IN Channel Manager Alonto manages relationships
Representative Services with agents and brokers.
BWONG Bill Wong / Customer Siebel Financial Web Corporate User Wong is a customer (Customer
eCustomer Portal).
CALLEN Cindy Allen / Siebel Insurance IN Agent - Agent Allen is an Insurance Agent
Insurance Agent Agent Portal Portal User (Agent Portal).
CABLE Carol Able / Siebel Finance Call RF Universal Agent - Able handles inbound consumer
Contact Center Center Contact Center service requests and is
Agent responsible for cross-selling and
outbound telesales.
CMICHAEL Christine Michaels / Siebel Finance Call RF Vice President - Michaels manages an inbound
Manager Center Contact Center and outbound call center.
EQUITY Erika Quity / Siebel Finance Call RF Agent - Credit Quity uses Siebel Finance Call
Mortgage Specialist Center Center Service Center to handle consumer loan
requests, such as mortgage,
home equity, and credit card
requests in a call center.
17
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
SBUTLER Stacey Butler / Siebel Finance Call RF Agent - Small Butler uses Siebel Finance
Senior Call Center Center Business Call Center Call Center in a blended small
Agent business call center, handling
both sales and service.
CCHENG Casey Cheng / Call Siebel HTIM HT Call Center Agent Cheng handles service requests of
Center Manager all types such as emails, inbound
calls and Web collaboration
session requests. He also executes
outbound call campaigns.
SLYBRAND Sally Lybrand /Call Siebel HTIM HT Call Center Lybrand's responsibilities for the
Center Manager Manager day-to-day operations of a Call
Center make her a regular user of
Siebel Call Center Administration
functions. She also uses the Siebel
Analytics function to evaluate and
manage agent performance.
VTAYLOR Vic Taylor / Call Center Siebel HTIM HT Call Center Taylor is responsible for cost-
Vice President Manager eective service delivery while
maintaining high customer
satisfaction. He uses Siebel
Analytics functions to evaluate call
center performance and ROI and to
make strategic decisions based on
the analyses.
18
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
RUTAH Robin Utah /Customer Siebel eCustomer HT Customer Utah is a business to consumer
Consumer customer of PCS Computing,
who can self-service by ordering
products and service online.
FROBERTS Fred Roberts /Field Siebel HTIM HT Field Engineer Roberts is a eld service engineer
Service Engineer working for Oracle’s Service Team.
He is responsible for carrying
out eld repairs and replacing
defective parts. He is also a mobile
application user.
CWILSON Chris Wilson /Field Siebel HTIM HT Field Service Wilson is a eld service engineer
Service Engineer Engineer working for Oracle Service Team.
He is responsible for carrying
out eld repairs and replacing
defective parts. He is also a mobile
application user.
FSINGH Felix Singh / Field Siebel HTIM HT Field Engineer Singh is a eld service engineer
Service Engineer working for Oracle Service Team.
He is responsible for carrying
out eld repairs and replacing
defective parts.
SMURPHY Seth Murphy /Field Siebel HTIM HT Field Service Vice Murphy manages all service
Service Vice President President operations.
STHOMAS Sco Thomas /Field Siebel HTIM HT Field Service Thomas is a eld service engineer
Service Engineer Engineer working for Oracle Service Team.
He is responsible for carrying
out eld repairs and replacing
defective parts.
PMILLER Pat Miller /Marketing Siebel Marketing Marketing Executive Miller uses Siebel Marketing and
Vice President Marketing Resource Management
to plan, manage and monitor the
eectiveness of the organization's
marketing activities.
19
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
MMAY Marion May / Siebel Marketing Marketing Executive May uses Siebel Marketing to plan
Marketing Manager and execute marketing programs
and campaigns.
CELLIS Cory Ellis /Alliance Siebel Partner HT Partner Vice Ellis performs analysis of partner
Executive Manager President programs, products sold, partner
pipeline, and other aspects of
partner performance. He develops
CHAMP initiatives and works with
partners to jointly dene objectives
and uses Analytics to provide
visibility into expected partner
revenue.
CMAX Chris Max / Alliance Siebel Partner HT Partner Manager Max uses Siebel Partner Manager
Marketing Manager Manager to manage relationships with
consulting partners.
CMORRIS Colby Morris /Alliance Siebel Partner HT Partner Manager Morris uses Siebel Partner
Manager Manager Manager to manage the
relationships with the reseller
partners he is responsible for.
He drives marketing, sales and
service through the partner
organization, and assesses the
overall performance of the partner
organization.
OMANN Owen Mann /Partner Siebel HTIM PRM HT Partner Agent - Mann has Delegated User
Operations Manager Partner Administration: partners can
set up, modify and delete users'
Delegated Product Catalog and
administer complementary
product oerings.
Opportunity Assignment: new
opportunities get assigned
to partner employees using
Assignment Manager.
RMARLOW Robin Marlow /Partner Siebel HTIM PRM HT Partner Agent - Marlow uses Siebel Partner Portal
Sales Manager Partner to work with Oracle and to improve
the eectiveness of all interactions
with her customers, whether
for marketing, sales or service
purposes.
SMEIZEN Sandy Meizen / Siebel HTIM PRM HT Partner Agent - Meizen can collaborate on projects.
Partner Service Partner Solutions access to knowledge
Manager base with FAQs, troubleshooting
guides, instructions, and so on.
SREED Shawne Reed /Partner Siebel HTIM PRM HT Partner Manager Reed performs campaign
Service Manager - Partner administration to set up
campaigns and add contacts. He
20
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
KWILSON Kelly Wilson /Sales Siebel HTIM HT Sales Wilson is a Sales Representative
Representative Representative with Assigned Accounts.
MSTERN Madison Stern /Sales Siebel HTIM HT Sales Manager Stern uses Siebel Sales to manage
Manager all personal and team Sales and
Forecasting information. Also uses
the Siebel Mobile application for
Siebel Sales.
NSACHS Nancy Sachs / Sales Siebel HTIM HT Sales Vice Sachs uses Siebel Sales to manage
Vice President President personal, team, and organizational
Sales and forecasting information.
She also performs analysis on
revenue pipelines and forecast.
TOLENIK Todd Olenik / Sales Siebel HTIM HT Sales Olenik is a Sales Manager. He
Manager Representative reports to Nancy Sachs.
TSMYTHE Terry Smythe / Sales Siebel HTIM HT Sales Smythe uses Siebel Sales to
Representative Representative manage all personal Sales and
Forecast information. Also uses
the Siebel Mobile application for
Siebel Sales.
WTAKUDA Wasaka Takuda / Sales Siebel HTIM HT Sales Takuda is a Sales Representative
Representative Representative with Assigned Accounts. They
report to Nancy Sachs.
AGRAHAM Amy Graham / COOP HTIM COOP Program Channel Operations Manager
Program Administrator Administrator
ALIM Arlene Lim / COOP HTIM COOP Manager Channel Partner Manager
Manager
JGORDON Jon Gordon / COOP HTIM PRM COOP Partner User Partner Marketing Manager
Partner User
RCHANG Rob Chang / COOP HTIM COOP Specialist Channel Marketing Manager
Specialist
AMARTIN Andy Martin / Design HTIM Design Reg Design Reg Administrator, SPA
Registration and SPA Administrator Administrator
Administrator
BRANCH Bill Ranch / Distributor HTIM PRM Design Reg Manager Partner Sales Rep, SPA Manager
Sales Rep Branch
21
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
IADAMS Irene Adams / Design HTIM Design Reg Manager Design Reg Manager, SPA
Registration and SPA Manager
Approver
RMASON Rick Mason / HTIM PRM Design Reg Individual Partner Sales Rep, SPA Individual
Distributor Sales Rep
BHESS Brad Hess / Manager Siebel eCustomer Web Corporate User Brad Hess is a customer at Lone
Star Enterprises, Inc. Brad is
responsible for communications
and activity between Lone Star
and PCS Equipment.
JJORDAN Jack Jordan / Sales Siebel HTIM IM Sales Manager Jack Jordan manages a territory of
Mgr sales reps at PCS Equipment.
TNANCE Tina Nance / Sales Siebel HTIM IM Sales Manager Tina Nance is responsible for
Rep customer relationships for
PCS Equipment in Texas and
throughout the south. Tina is a
primary contact for customers
when purchasing new equipment
and services.
TMALONE Tim Malone / Call Siebel HTIM IM Call Center Agent Tim Malone is a universal agent
Center Agent at PCS Equipment. Tim handles
inbound communications from
customers regarding equipment
and services that PCS Equipment
provides.
BROSS Bonnie Ross / Service Siebel HTIM IM Field Service Bonnie Ross is dispatches service
Dispatcher Dispatcher activities to PCS Equipment eld
mechanics.
FRAINES Frank Raines / Service Siebel HTIM IM Field Service Vice Fred Raines is VP of Service at PCS
VP President Equipment. Fred is responsible
for all aspects of service delivery
across the multiple channels that
PCS provides in the call center and
in the eld.
LSUTTON Larry Suon / Service Siebel HTIM IM Field Service Larry Suon is a eld mechanic
Engineer Engineer for PCS Equipment. Larry provides
eld service repairs and preventive
maintenance.
JPIERCE Janet Pierce / Siebel Marketing IM Marketing Janet Pierce is responsible for
Marketing VP Manager driving company revenue with
marketing plans and programs.
22
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
WMIMMS William Mimms / Siebel Marketing IM Marketing William Mimms is responsible for
Marketing Manager Manager company branding, messaging
and marketing at PCS Equipment.
GFALL Gerald Fall / Alliance Siebel Partner IM Partner Manager Gerald Fall manages the partner
Account Mgr Manager relationship and monitors partner
activity
MCAGEL Megan Cagel / Partner Siebel HTIM PRM IM Partner Manager Megan Cagel is the Channel Sales
- Partner Mgr Portal Partner Manager for RCS Distributors. She
sells PCS's Products.
Siebel Hospitality
The following table lists the demo users for Siebel Hospitality.
EHART Emilia Hart / Siebel Hospitality TH - Revenue Hart is the person who is
Revenue Manager Manager responsible for maximizing
the asset utilization and prot
potential of the hotel.
MHAWK Mike Hawk / Siebel Hospitality TH- Operations Hawk is responsible for
Operations Manager Manager taking care of the day-to-day
operations of executing group
events.
MSANDERS Mike Sanders / Siebel Hospitality TH- National Sales Sanders is the person who sells
National Sales Manager group events across properties
Manager and can view group execution
activities across properties.
PHARG Phil Harg / Sales Siebel Hospitality TH - Sales Manager Harg is the person who sells
Manager events to a client for a particular
property.
PHALL Pablo Hall / Sales Siebel Hospitality TH - Sales Manager Hall is the person who sells
Manager HLR events to a client for a particular
property.
23
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
PHAYS Patricia Hays / Siebel Hospitality TH- Events Director Hays is the person nally
Events Director responsible for execution of all
the events in the hotel.
SROSS Sandy Ross / Events Siebel Hospitality TH- Events Manager Ross is the key point of resource
Manager during the event execution
phase of group events.
CROSEN Chris Rosen / Clinical Siebel Clinical Clinical Director Rosen uses Siebel Clinical
Director Manager and Clinical Project
and Resource Management to
manage and track clinical trials
across all programs within the
clinical organization.
CSANDERS Cathy Sanders / Siebel Clinical Clinical Manager Sanders uses Siebel Clinical
Clinical Manager Manager and Clinical Project
and Resource Management
module to manage her
assigned clinical trial projects.
CSTONE Cindy Stone / Clinical Siebel Clinical Clinical Research Stone uses Siebel Clinical
Research Associate Associate Manager, Protocol Builder, and
Trip Report modules to manage
her sites and record trip reports.
CWALKER Connie Walker / Siebel Clinical Clinical Research Walker uses Siebel Clinical
Clinical Research Associate Manager, Protocol Builder, and
Associate Trip Report modules to manage
her sites and record trip reports.
CYOUNG Craig Young / Clinical Siebel Clinical CL Clinical Research Young uses Siebel Clinical
Research Associate Associate - Light to manage clinical trial
documents.
ASIMON Anna Simon / Site Siebel Clinical Site Delegated Customer Simon administers and
Administrator Portal Administrator Site maintains the site portal for
clinical investigators and site
coordinators.
24
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
JALBRIGHT Jill Albright / Site Siebel Clinical Site Registered Customer Albright uses the site portal to
Coordinator Portal Site screen, re-screen, and enroll
subjects for clinical trials.
MDADMIN Siebel Administrator - Siebel Medical LS Administrator The administrator for Siebel
MD / Sys Admin - MD Medical (Medical Products
Organization).
CALEX Carlos Alex / Siebel Medical MD Corrective Actions Alex is responsible for
Engineer - Corrective managing corrective and
Action preventive actions.
PALLEN Paul Allen / Engineer Siebel Medical MD Product Analysis Allen is responsible for
- Product Analysis analyzing the root cause of
product problem.
QMANNY Quincy Manny / Siebel Medical MD Quality Manager Manny is a quality and safety
Quality Manager manager for investigating
adverse events and regulatory
reports.
RLONDON Rob London / Siebel Medical MD Quality Manager London is responsible for
Regulatory Liaison managing complaint and
adverse events investigation.
SMASTERS Sean Masters / Siebel Medical MD Customer Service Masters is a customer service
Customer Service Rep Rep representative responsible for
answering customer calls and
requests.
SMICHAEL Seth Michael / Field Siebel Medical MD Field Engineer Michael is a eld service
Engineer engineer responsible for
managing servicing equipment
at customer location.
25
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
SMILES Sunny Miles / Senior Siebel Medical MD Executive Miles is the executive ocer
VP Analytics responsible for overseeing the
organization’s performance.
SMILIKEN Steve Miliken / Siebel Medical Service Analytics Miliken is a service manager
Customer Service Administrator responsible for both customer
Manager service and eld service.
SMORGAN Sue Morgan / Sales Siebel Medical MD Sales Manager Morgan is a sales manager
Manager in the Medical Products
Organization.
BCARTERS Barbara Carters / Siebel Pharma Sales PH Pharma Pulsar Rep Carters is a representative
Primary Sales calling on primary care
Representative physicians for Pulsar division.
CPARK Christina Park / Siebel Pharma Sales PH Pharma District Park manages national
National Account Manager - US Sales accounts, contacts and tracks
Director formulary status and contracts.
JKIM Jonathan Kim / Siebel Pharma Sales PH Pharma Specialty Kim is a sales rep for specialty
Specialty Sales Sales Rep - US Sales sales force.
Representative
LHILL Lynford Hill / Siebel Pharma Sales PH Pharma Pulsar Rep Hill is a representative calling
Primary Sales on primary care physicians for
Representative Pulsar division.
26
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
SCARROL Sco Carrol / Siebel Pharma Sales PH Pharma Account Carrol manages regional
National Account Manager - US accounts, contacts and tracks
Manager Managed Care formulary status and contracts.
SMILLER Sarah Miller / District Siebel Pharma Sales PH Pharma District Miller is a District Manager
Manager Manager - US Sales managing a team of eld
representatives.
SPORTER Susan Porter / Siebel Pharma Sales PH Pharma Sales Rep - Porter is a representative calling
Primary Sales US Sales on primary care physicians. She
Representative manages contacts, accounts,
samples, events, meetings, and
calendar.
Siebel Loyalty
The following table lists the demo users for Siebel Loyalty.
AFINN Alan Finn / DFC Siebel Loyalty Partner Loyalty Partner Alan is a partner employee who
Partner Representative Portal Representative (LPR) uses the Loyalty Partner Portal.
AJUBA Amy Juba / Account Siebel Loyalty Web Registered User Amy, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer Portal.
ASTON Arthur Ston / Siebel Loyalty Web Registered User Arthur, a member of the loyalty
Individual Member Customer Portal program, uses the Loyalty
Customer Portal.
BMARTY Brian Marty / Partner Siebel Loyalty Partner Self-registered Brian is a partner employee
Representative Portal Partner Agent who uses the Loyalty Partner
Portal.
CBAKER Cindy Baker / Account Siebel Loyalty Web Registered User Cindy, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer portal.
CHOBBES Calvin Hobbes / Siebel Loyalty Web Registered User Calvin, a member of the loyalty
Household Member Customer Portal program, uses the Loyalty
Customer Portal.
27
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
JTRADER Joe Trader / Account Siebel Loyalty Web Registered User Joe, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer Portal.
MBORG Mary Borg / Individual Siebel Loyalty Web Registered User Mary, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer Portal.
MKUST Mike Kust / Individual Siebel Loyalty Web Registered User Mke, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer Portal.
MMULHONE Mark Mulhone / Siebel Loyalty Loyalty Marketing Mulhone manages loyalty
Loyalty Marketing Manager Manager (LMM) promotions.
Manager (LMM)
MPOND Mila Pond / Siebel Loyalty Web Registered User Mila, a member of the loyalty
Household Member Customer Portal program, uses the Loyalty
Customer Portal.
MSROBINS Mary S. Robins / Siebel Loyalty Member Services Robins is a front-line loyalty rep
Members Services Rep Manager Representative (MSR) who deals with loyalty program
(MSR) members and other customers.
PMARS Paul Mars / Partner Siebel Loyalty Loyalty Partner Mars manages the loyalty
Manager Manager Manager (LPM) program’s partners.
PPARTNER Paul Partner / Partner Siebel Loyalty Partner Loyalty Partner Partner is an employee who
Representative Portal Representative (LPR) uses the Loyalty Partner Portal.
RAMIT Richard Amit / Aircell Siebel Loyalty Partner Loyalty Partner Richard is a partner employee
Partner Representative Portal Representative (LPR) who uses the Loyalty Partner
Portal.
RMILLER Rick Miller / Account Siebel Loyalty Web Registered User Rick, a member of the loyalty
Member Customer Portal program, uses the Loyalty
Customer Portal.
RVALLEY Robert Valley / Partner Siebel Loyalty Partner Loyalty Partner Robert is a partner employee
Representative Portal Representative (LPR) who uses the Loyalty Partner
Portal.
SSHAH Sam Shah / Siebel Loyalty Web Registered User Sam, a member of the loyalty
Household Member Customer Portal program, uses the Loyalty
Customer Portal.
28
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
TMAHL Tammy Mahl / Siebel Loyalty Web Registered User Tammy, a member of the
Individual Member Customer Portal loyalty program, uses the
Loyalty Customer Portal.
VCREW Vince Crew / Partner Siebel Loyalty Partner Self-registered Vince is a partner employee
Representative Portal Partner Agent who uses the Loyalty Partner
Portal.
VCRUISE Vanessa Cruise / Siebel Loyalty Partner Loyalty Partner Vanessa is a partner employee
Venus Cruisliner Portal Representative (LPR) who uses the Loyalty Partner
Partner Representative Portal.
DSMITH Dana Smith / Citizen Siebel Public Sector Web Corporate User Smith is a citizen who seeks
(Self Service user) Self Service service from a variety of
government agencies, including
applying for social services
benets and paying taxes.
GOVADMIN Siebel Administrator Siebel Public Sector Siebel Administrator System administrator for Siebel
- GOV / Sys Admin - Public Sector applications.
GOV
TJACKSON Terry Jackson / Doctor Siebel Public Sector Channel Partner Jackson is an employee at a
(Partner Portal user) PRM Portal Manager non-prot organization that
works in conjunction with a
government agency to assist
in performing the government
mission—whether collecting
taxes or helping to deliver
benets to citizens.
CWEST Charles West / Case Siebel Public Sector PS Benets Case West is a case worker with
Worker Management a federal government social
services agency, responsible for
managing the cases of many
citizens throughout the case
lifecycle.
RCOLLINS Rich Collins / Tax Case Siebel Public Sector PS Benets Case Collins is a case worker at a
Worker Management state government tax agency,
29
Siebel Chapter 3
Demo Users Reference Demo Users for Siebel Industry Applications
LTHOMAS Leigh Thomas / 311 Siebel Public Sector PS Incident Thomas works as a customer
Call Center Operator Management service agent in a local
government 311 call center.
Leigh is responsible for
responding to citizen inquiries
on a broad range of topics.
DFRANKLIN Dana Franklin / Siebel Public Sector PS Investigative Case Franklin is an agent with a
Investigative Agent Management federal law enforcement agency,
responsible for investigating
criminal activity and threats to
the public interest.
JROWAN Jean Rowan / Siebel Public Sector PS Investigative Case Rowan works as an immigration
Immigration Services Management services ocer for a federal
Ocer immigration agency. Jean is
responsible for processing
incoming applications for visas
and citizenship and making
determinations as to whether to
grant these benets.
MWILLIAM Mike Williams / Siebel Public Sector PS Investigative Case Williams is an agent with a
Investigative Agent Management federal law enforcement agency,
responsible for investigating
criminal activity and threats to
the public interest.
PMORRIS Pat Morris / Siebel Public Sector PS Investigative Case Morris is an analyst with a
Intelligence Analyst Management federal intelligence agency,
responsible for monitoring and
assessing threats to national
safety and producing a range of
intelligence products.
CWOODS Chris Woods / Public Siebel Public Sector PS Threat Woods is an epidemiologist with
Health Professional & Response a federal public health agency,
Management responsible for tracking and
responding to outbreaks of
deadly diseases.
30