Can a prospect be converted to an opportunity via the web service?
Hi
We have successfully integrated an ecommerce website with the Siebel CRM system. Orders feed into Siebel Opportunities and customers expressing an interest in products who fill the "request for more info" form are fed into Siebel prospects.
We want to upgrade the system such that if a customer placing an order is found in the Siebel prospects table, we want to be able to convert it into an opportunity via the Siebel web service. This would be the equivalent of clicking the [Convert] button on the relevant prospect via the Siebel web admin site, i.e.
http://demo.bloommedia.co.uk/prospect.jpg
It's important that we 'convert' it rather than delete/recreate as we want to track the conversion rate.
We've asked Siebel via the customer support area but they have not answered, does anyone know if this is possible?
Thanks in advance.
Message was edited by:
user596075
I’m not sure if you’re asking a technical question or a functional question, but I don’t see any reasons why you couldn’t use a web service to generate a Siebel Opportunity.
Functionally, as long as you have a “Customer” and a “Product” relationship, you have enough information to create an Opportunity in Siebel. Technically, if the data source is external to the Siebel application, then a Web Service is a valid logical integration solution.
The caveat, of course, is that your technical infrastructure and business model supports this solution.
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