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Partner Lead Management (PLM): Process and Expectations

Join Symantec's PLM program to differentiate your business, maximize sales opportunities, and accelerate profitability. Be one of the first partners to receive qualified leads. Provide feedback to improve the program's success. Learn about the process and expectations in this presentation.

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Partner Lead Management (PLM): Process and Expectations

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  1. Partner Lead Management (PLM):Process and Expectations Pilot Phase PLM

  2. Program Vision and Objectives • The PLM program is an important component of Symantec’s partnering vision and strategy to help its partners to Differentiate their business, Maximize new sales opportunities and Accelerate their profitability. • This is a significant milestone in Symantec's commitment to provide its Specialist Partners with enhanced benefits and one that we are confident will help you grow your business and maximize your return on investment. • As a partner taking part in the pilot you have the exclusive opportunity to be one of the first partners to receive qualified leads from Symantec. • Your feedback is very important in the success of this program as it will help us to improve it. • This presentation will help you to get an understanding of the process and Symantec’s expectations. With your help, we’ll make this program a big success! PLM

  3. PLM

  4. PLM

  5. PLM

  6. PLM

  7. PLM

  8. PLM

  9. PLM Process Flow PLM

  10. Set up Process • Partner receives an invitation inviting them to join the PLM program. • Partner clicks on the link and agrees to Ts&Cs • Symantec sets up the partner in SFDC with a PLM profile • Partner logs in with normal PartnerNet username/password and visits Lead Page to view assigned Leads • Symantec Partner Marketing Centre calls the partner to talk them through how to use the portal and what we require from them. They also act as the first port of call for any technical issues : info@SymantecCampaignSupport.com PLM

  11. PLM

  12. PLM

  13. With your help, we’ll make this program a big success! PLM

  14. ANNEXES ScreenShots and FAQ PLM

  15. Leads Tab

  16. LeadsSummary Page

  17. LeadsDetails Page and Convert to Opp Reg button

  18. Opportunity page

  19. FAQ • How long does the Partner have to touch the opportunity? • They should ensure a first touch within 5 days. • What happens if the partner does not touch the lead within 5 days? • Symantec will re-assign to a different partner if there is one with same country/specialization criteria. The partner could also be blacklisted/removed from the program if this happens (we can determine whether this be after the first time or after x amount of times that this happens). • How does the partner know a lead has been assigned to them? • The partnerwillreceive an email notification when a lead has been assigned to them. • Are opportunities coming from PLM eligible for ORR? • Yes, providingthattheymeet the standard Opp reg rules. partnerscanearnrebate by closingtheseopportunities. • What happens if the opportunity is rejected in OppReg? • The partnercanstillwork on the opportunity but itwon’tbeeligible to ORR. PLM

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