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IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace

IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace. Current Process versus Future Process. IronPort Partner Integration in Europe Cisco Commerce Workspace. New for 2011, Cisco Commerce Workspace (CCW) enables a custom

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IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace

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  1. IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace

  2. Current Process versus Future Process

  3. IronPort Partner Integration in Europe Cisco Commerce Workspace • New for 2011, Cisco Commerce Workspace (CCW) enables a custom • Quoting experience for IronPort and ScanSafe Partners in Europe. • Capabilities include: • Create a new IronPort and ScanSafe quote by registering an IronPort Deal • For Direct Partners, quotes include discounts based on the Certification Level • For Indirect Partners, quotes are list price and show evidence of deal registration • Create a IronPort and ScanSafe Quick Quote • Collaborate on quotes in CCW with your Cisco sales representative • See approvals for Deals and Quotes in CCW • Export Quote and send email to IronPort for order entry

  4. New Business Model IronPort Objectives Thistraining includes the end to end process for creating IronPort deals in CCW by the following two methods: • Create IronPort Deal • Create IronPort Quick Quote Click Dealto create a new IronPort deal with promotional pricing. Click Quick Quoteto create a new quote with contractual pricing.

  5. Log into CCW Log into Cisco Commerce Workspace at www.cisco.com/go/commerceworkspace and Bookmark this URL • Access Cisco Commerce Workspace with your Cisco.com ID. If you do not have a Cisco.com ID and password: • Apply for a Cisco.com ID at www.cisco.com, and click register in the top right corner. When applying for Cisco.com ID indicate that you are a Cisco Channel Partner or Authorized Reseller. • Go to Partner Self Service http://tools.cisco.com/WWChannels/GETLOG/welcome.do • Find your company’s Partner Administrator in Partner Self Service (PSS). The Partner Administrator has visibility to all deals created at your company as well as limited edit capability.

  6. IronPort Deal Workflow Partner Create Deal Process A new customer opportunity is identified by the Partner, who enters the customer information and can share the deal with others at their company or at IronPort. Partner Partner Partner QUOTE IronPort IronPort • Who’s Involved • About the Deal • Promotions ORDER DEAL • Add Items and Select Buy Method • Review Discounts & Credits • Share pricing with PSS and/or IronPort Sales Qualify Approve • Leverage existing order process • Attach exported CCW quote

  7. Create an IronPort Deal • An IronPort quote is generated by creating a “Deal” or Quick Quote.” • This process will show how to create an IronPort quote from a “Deal.”

  8. Create an IronPort Deal • From Quick Start on the CCW homepage click “Deal."

  9. Create an IronPort Deal • Required fields are identified with an asterisk (*). • Note: Fields identified as “required” may not be required in all theaters. • Enter the “Deal Name“ and click “Create Deal.”

  10. Create an IronPort Deal • The “Who’s Involved” tab opens. The following information is required: • Partner Contact • Customer Name and Address • Customer contact • The IronPort PSS

  11. Create an IronPort Deal • The Header displays the “Deal ID” and the “Deal Status” of “Not Submitted.”

  12. Create an IronPort Deal • The Header Details may be hidden by clicking “Hide Header Details.”

  13. Create an IronPort Deal • Select “Use the Contact Details in My User Profile” to populate your contact details or enter the Partner Contact information manually. 

  14. Create an IronPort Deal • Next, click “Select an End Customer.”

  15. Create an IronPort Deal • “Search for End Customer” opens. Click “View my recent end customers.”

  16. Create an IronPort Deal • A list of Recent Customers opens. Select your End Customer from the list and click “Select.”

  17. Create an IronPort Deal If your End Customer is not listed, click “search for a customer.”

  18. Create an IronPort Deal Select the End Customer’s “Country” and the “Customer Company Name.” Enter any additional information to help refine the search. Click “Search.”

  19. Create an IronPort Deal From the Search Results select your End Customer and click “Select.” If your End Customer is not listed, search again and widen the search criteria. If the End Customeris still not found, click “Create Customer” to add the Customer’s details to Cisco’s database.

  20. Create an IronPort Deal • Enter the “Customer Contact” details including: • First Name • Last Name • Title • Phone Number • Email Address • Company Website

  21. Create an IronPort Deal • From Cisco Channel Account Manager list select “Other.“ • Other should be selected to ensure your IronPort PSS gains visibility to this deal. • Note: This provides view only access to the PSS.

  22. Create an IronPort Deal • Enter the UserID for the IronPort PSS in the “Cisco Channel Account Manager (CAM) Email ID” field. • A Cisco Channel Account Manager will not be involved in the IronPort quoting process.

  23. Create an IronPort Deal • Click “Save and Continue.”

  24. Create an IronPort Deal • After completing “Who’s Involved”, “About the Deal” opens.

  25. Create an IronPort Deal • Click Save and Continue to open the Promotions tab.

  26. Create an IronPort Deal • After completing “About the Deal” the Promotion tab opens. The IronPort and ScanSafe quoting process is initiated by selecting the IronPort Promotion from the OTHER selection list. • The IronPort promotion will be available for IronPort and ScanSafe Partners and Cisco Partners with IronPort certifications. You must select the IronPort Deal Registration to create an IronPort and ScanSafe quote. • Selection of any other promotion will result in creating a Cisco quote.

  27. Create an IronPort Deal • After selecting the IronPort promotion the questionnaire opens. • The questions are similar to IronPort Deal Registration in the IronPort Partner Portal. • After completing the questionnaire click “Save and Continue” to submit for qualification. • Note: IronPort promotions require qualification.

  28. Create an IronPort Deal The “Review and Submit” tab opens. Respond to any error messages in “Deal Information.” Click “Submit Deal for Qualification.”

  29. Create an IronPort Deal After submission, IronPort makes the qualification decision and an email notification is sent to notify you.

  30. Create an IronPort Deal After qualification, select the deal from the CCW homepage to build the quote.

  31. Create an IronPort Deal Select the deal from the “Deals and Quotes” section. The list may be filtered on Deal Status to view all Qualified Deals. Refer to the IronPort Quick Reference Guide for specifics around each deal status.

  32. Create an IronPort Deal All qualified deals are displayed.

  33. Create an IronPort Deal Alternatively, use “Workspace Search” to locate the deal on criteria such as the Deal ID.

  34. Create an IronPort Deal Select the deal by clicking the “Deal ID.”

  35. Create an IronPort Deal The “Review and Submit” tab opens. The “Deal Status” is Qualified.

  36. Create an IronPort Deal Select the “Quote” tab.

  37. Create an IronPort Deal The “Quote” tab opens. The “Price Book” is displayed. The PriceBook is automatically set based on the Country of the End Customer and can not be manually changed. The first step in building the quote is to identify the “Currency.” If there are multiple currencies available in a region, the default value of ‘Currency’ will be ‘Please Select.’ Select “Currency” from the dropdown list and click ‘Save and Continue’. Note: For FY11, IronPort products must be quoted in USD. ScanSafe products must be quoted in EUR or GBP if the end customer is located in Europe. A Quote can only contain one currency. Quoting in EUR or GBP will result in a ScanSafe Quote.

  38. Create an IronPort Deal • The quote is built by manually adding IronPort and ScanSafe SKUs through “Add a SKU to Your Quote.” • A Bill of Materials (BOM) file cannot be imported into an IronPort Quote. • Notes: • There are no configuration capabilities for IronPort Quotes. Partners must add all SKUs to the Quote from Part # search. • Trade-ins are not allowed on IronPort and ScanSafe Quotes.

  39. Create an IronPort Deal • To populate the drop-down list with SKUs to select for the quote, enter the first three letters of an IronPort or ScanSafe SKU into the “Add a SKU to Your Quote” field. • A maximum of 100 SKUs will be displayed. • The list consists of : • IronPort and ScanSafe SKUs • Customer orderable products • SKUs from the Quote transaction Pricelist/ Currency • The following SKUs will NOT be displayed in Search Results: • Cisco Products • Searches will be limited to IronPort and ScanSafe SKUs. Cisco SKUs cannot be added to the quote.

  40. Create an IronPort Deal Enter the “Qty” and click “Add.” If an Incorrect minimum quantity for the SKU is entered, the system will display a message displaying the minimum Quantity required.

  41. Create an IronPort Deal Enter the correct “Qty” and click “Add.”

  42. Create an IronPort Deal Another method to populate the drop-down list with SKUs is to search on SKU Description. Select “SKU Description.” Enter one or more keywords of an IronPort or ScanSafe SKU Description into the “Add a SKU to Your Quote” field.

  43. Create an IronPort Deal The items you add appear on the quote and the “Edit Duration” link is displayed for Term-Based SKUs in the quote. The duration may be changed by selecting “Edit Duration.” The duration ranging from five days to ten years may be entered from the pop-up calendar.

  44. Create an IronPort Deal “Edit Duration” opens. Enter the “Start Date” and “End Date.” Click “Save.” Note: The duration may range from five days to ten years.

  45. Create an IronPort Deal The updated Start and End Date is displayed. Hover over the “I” (Information) icon to view the Original and Modified Duration.

  46. Create an IronPort Deal Hover over the “I” (Information) icon to view the “New Unit List Price.” The Unit List Price on the Quote will always be the prorated list price from which the Extended List price is calculated.

  47. Create an IronPort Deal After entering the IronPort and ScanSafe SKUs, select a Buy Method at the Quote header level. The same Buy Method will be applied to all lines on the Quote.

  48. Create an IronPort Deal If you are a direct reseller you will be able to select CiscoIronPort if buying directly from IronPort. Otherwise select a Distributor. Indirect resellers may only select the distributors they are buying from. Note: The Distributors available are based on the Partner Country. The Partner is responsible for contacting the distributor directly. No systematic message will be sent.

  49. Create an IronPort Deal • The Billing term is defaulted to Upfront. If the quote only contains hosted offers the Billing Term can be changed to: • Annual • Quarterly • Monthly • Click “Change” to update the “Billing Term.”

  50. Create an IronPort Deal “Specify Billing Term” opens. Select a new Billing Term from the list. Click Save.

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