Small and Medium Business Margin Builder Tool MARGIN ... Builder step b… · • The incentive is...
Transcript of Small and Medium Business Margin Builder Tool MARGIN ... Builder step b… · • The incentive is...
Margin Builder...from Symantec - EMEA
MARGIN BUILDER – STEP BY STEP
GUIDE 2014 - EMEA
Small and Medium Business Margin Builder Tool
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Margin Builder...from Symantec - EMEA
Agenda
• What is the Margin Builder tool?
• 5 Simple Steps to using Margin Builder!
• Market Segments / Licensing Programs
• Products available in the SMB tool: Security & Backup/Availability
• Margin Builder tool demonstration: The Deal Registration process
• Email verification process
• Accessing Margin Builder via PartnerNet
• How to submit a deal on the Margin Builder tool
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Margin Builder...from Symantec - EMEA
Margin Builder Tool – what is it?
• Margin Builder is a deal registration program
offering partners the potential to earn
additional upfront margins on qualifying SMB
deals. Margin Builder is now available to all
partners registered on Symantec’s partner
portal, ‘PartnerNet’
• Directly accessible at
www.marginbuilder.com; it allows partners
to increase their margin by a substantial
proportion depending on their specialization
status.
• The incentive is delivered to the partner in the
form of a discount authorized by Symantec
and passed on by distribution.
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Margin Builder...from Symantec - EMEA
5 Simple Steps to using Margin Builder!
• Identify a new license opportunity…
• Register your deal on the Symantec Margin Builder tool
• The deal is auto-validated based on a simple set of criteria
• For eligible deals, the partner will be issued with a Deal-ID for an
additional 10% or 20% Margin* depending on their status
• Pass your Deal-ID to your distribution partner to claim your additional
10% or 20% Margin*
*Symantec will provide sufficient discount to the Distributor to enable them to offer you an additional recommended discount as outlined above. Any actual pricing will ultimately be as agreed between the Distributor and you.
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Margin Builder...from Symantec - EMEA
Market Segments… Licensing Programs
• The integrated Symantec Licensing Programs are
designed to streamline the purchase of Symantec
software as well as support and maintenance
services
• These licensing programs offer the ability to earn
greater discounts and to effectively track and
manage software licenses
• On Margin Builder tool you will find:
– Academic program – Express program – Government program
• To find more information please follow the below link:
www.symantec.com/en/uk/partners/licensing/index.jsp
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Products available in the SMB tool:
Security & Backup/Availability
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Eligible Products - Security
More info at… https://marginbuilder.partnermarketing.com/page/how-it-works
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Margin Builder...from Symantec - EMEA
Eligible Products – Backup/Availability
More info at… https://marginbuilder.partnermarketing.com/page/how-it-works
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Margin Builder...from Symantec - EMEA 9
Margin Builder tool demonstration:
The Deal Registration process
Margin Builder...from Symantec - EMEA
Email verification process… Validation step
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Go to….
www.marginbuilder.com
•The partner email address needs to be
entered in order to validate the user
•This will query the PartnerNet user database
•If the partner is in PartnerNet database user is
sent to claim form
•If the partner is not in PartnerNet database
user will have to register on PartnerNet in order
for the deal to be approved
•You can also access your deals by logging in
through PartnerNet:
http://partnernet.symantec.com
Margin Builder...from Symantec - EMEA
Accessing Margin Builder via
PartnerNet
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Margin Builder...from Symantec - EMEA
PartnerNet login
Go to….
www.symantec.com
Click on 'Partners' in the top
menu
•Click on 'Login to PartnerNet' on
the right-hand side menu
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You can also select the 'PARTNERS' link from the pop-up menu at the beginning!
Choose Your Destination
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Margin Builder...from Symantec - EMEA
Enter your login details. If
you don’t have an account
please complete the
Symantec Partner
Application form
Next steps…
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Margin Builder...from Symantec - EMEA
Specializations: to find out
more follow this link.
Specializations…
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Margin Builder...from Symantec - EMEA
SMB Specialized Partners:
Click on the '## Opportunities'
link to reach the Symantec
Margin Builder tool
SMB Opportunities…
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How to submit a deal on the Margin
Builder tool
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Deal submit page – Step 1: Validate
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Please insert your
email and click on
'Validate'. If your
company is already
registered in PN you
will be able to
register a new deal
opportunity.
Margin Builder...from Symantec - EMEA
Different introduction text depending on your specialization
status. This states that the partner is at 'Registered' level in
the Symantec Partner Program (SPP)
Deal submit page – Step 2: About you
After verifying your details, the tool
automatically populates your company
name, your email address and your
country
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You will then need to select the relative Market Segment / Licensing
program, the Distributor, and if relevant, a Symantec marketing lead
reference code. You can tick the box 'I don’t have an activity code' if
you are not in possession of one
Margin Builder...from Symantec - EMEA
Deal submit page – Step 3: The customer
To search for your customer, you need to
enter either the End user company name
and the End user company postcode along
with the End user company country. N.B
Postcode and website are not mandatory
fields
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Deal submit page – Step 3: The customer
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The D&B search returns as many results as possible
according to the search criteria
The partner can manually enter the End user details if they cannot be found in the
results list
If the relevant End User is not in the resulting list, the partner has the opportunity to modify
their search
Margin Builder...from Symantec - EMEA
If the End user does not
appear in the search results,
the partner is shown this
message
Partners are prompted to
manually enter the End user
information
Deal submit page – Step 3: The customer
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Margin Builder...from Symantec - EMEA
Deal submit page – Step 3: The customer
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The partner has the ability to
enter all End user details when
clicking ‘Manual Entry’. The
mandatory fields are:
End user company name
End user company postcode*
End user company country
End User company town
*Postcode is mandatory when
submitting a deal manually
Margin Builder...from Symantec - EMEA
A simple bullet point list is
presented to clearly show
what products are available.
The list of eligible products
for the SMB tool can be
found by following this link:
http://www.emea.symantec.c
om/info/margin_builder/eligib
le_products.html
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The product categories can
be expanded and shrunk as
desired. Simply click on the
'View more' and the 'View
less' buttons
Deal submit page – Step 4: The products
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The selected products are clearly
highlighted
The partner must select the following
deal information: license type, quantity
and maintenance type
The quantity can be selected by
adjusting the slider or typing in the
amount of seats / pieces in the allocated
box
Before submitting the deal the partner
must agree the Terms & Conditions.
There is also a link for the T&C’s to be
downloaded
If required the partner can tick
‘Remember me’ at the end. This will keep
them logged in on specific computers,
therefore their email address will not
need to be verified again
Deal submit page – Step 5: Configure products
Different license
types for the same
product can also be
added if necessary.
The total will
determine how
many licenses can
be added
Margin Builder...from Symantec - EMEA
Deal submit page – Step 5: Configure products
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If the maintenance option selected for the
deal is less than 3 years, a pop-up window
appears and provides the choice of an
additional three years option
If ‘No’ is selected, the user continues to
the deal confirmation page and will only
receive an email notification showing the
previously selected option. If ‘Yes’ is
selected, the email notification generated
for the deal will contain both options
Margin Builder...from Symantec - EMEA
Deal submit page – Step 6: Status
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If ‘Remember me’ was ticked,
partner can view the claims you
have previously submitted from
this computers. Deals can be
viewed for the whole company,
but the user is sent to PartnerNet
and required to sign in
Each deal has a ‘shell life’ of
60 days. If the deal is not
closed within this time
period, it is auto-expired. A
reminder email is sent to the
partner after 30 days
This is the deal confirmation
page. You can click on ‘View
deal details’ to review your
deal
The deal ID must be
passed on to the
distributor and carried all
the way through the deal.
This is how we track
deals and produce
analytics on the whole
Margin Builder program
Confirmation that the deal
has been approved
Margin Builder...from Symantec - EMEA
Thank you!
Copyright © 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.
Symantec Margin Builder Helpdesk
+44 1844 393026
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