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© 2013 IBM Corporation1 Business Partner CoMarketing Center Training (CMC) 2013.

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Presentation on theme: "© 2013 IBM Corporation1 Business Partner CoMarketing Center Training (CMC) 2013."— Presentation transcript:

1 © 2013 IBM Corporation1 Business Partner CoMarketing Center Training (CMC) 2013

2 © 2013 IBM Corporation Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources IBM Software WW Business Partners and Midmarket

3 © 2013 IBM Corporation3 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources

4 © 2013 IBM Corporation4IBM Confidential11-May-15 What is different between CMC and CMT? FunctionCMTCMCImprovement - CMC over CMT AccessVia PartnerWorld Single sign-on from PartnerWorld Accepting T’s & C’sDone with each application Business Partner accepts one time Separate one-time step to accept the T’s & C’s and Incentive Offering Submitting co-marketing applications Term – Application Required CEID and Postal Code to submit. Term – Marketing Activity Request (MAR) Requires one-time acceptance of Incentive Offering before first MAR. CEID and Postal code no longer required to submit MAR. Ability to save drafts Submitting claim documentation Documentation mailed, ed or faxed Documentation attached to form No more lost proof of performance and invoice documentation Ability to save drafts Business Partner employee access to co- marketing applications and claims Only application submitter could view application and submit claim unless administrative request to IBM All Business Partner employees associated with CEID can view and edit applications and claims More Business Partner flexibility in viewing/editing documents

5 © 2013 IBM Corporation5 New Terms in CMC New TermAbbreviationDescription Co-Marketing CenterCMCCo-marketing Tool Create & DesignC&DRepository of brand collateral available to BPs, Agencies and VADs to build campaign deliverables available on CMC Marketing Activity Request MARApplication Marketing Activity Creator MACPerson who submits the MAR (Business Partner, Agency, IBMer) Incentive OfferingIOCo-Funded Marketing Initiative with Terms & Conditions

6 © 2013 IBM Corporation6 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources

7 © 2013 IBM Corporation Guide Me Through Accessing the Co-Marketing Center Step 1 – Log on to PartnerWorld - Step 2 – Select “Member sign in.” Step 1 – Log on to PartnerWorld - Step 2 – Select “Member sign in.”

8 © 2013 IBM Corporation Guide Me Through Accessing the Co-Marketing Center Step 3 – From PartnerWorld homepage, Select “Program” and then select “Co- marketing” Step 4 – At bottom of the Co-marketing page under “Access,” select “Visit the IBM Co-Marketing Center “

9 © 2013 IBM Corporation9 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources

10 © 2013 IBM Corporation10 CMC Homepage Menu for signing up for the Incentive Offering, accepting the Terms & Conditions and checking the status of an Incentive Offering Menu for signing up for the Incentive Offering, accepting the Terms & Conditions and checking the status of an Incentive Offering Language Selection Primary Menus

11 © 2013 IBM Corporation11 Menu for Submitting & Working with MARs CMC Homepage

12 © 2013 IBM Corporation Menu for Submitting & Working with Claims CMC Homepage

13 © 2013 IBM Corporation13 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources

14 © 2013 IBM Corporation Guide Me Through Accepting the Incentive Offering (IO) Step 1 – From the Co-Marketing Center Home Page, select “Co-Marketing Funds,” then select “Incentive Offering.” Lastly, select “Sign up for Incentive Offering.” Step 2 – Choose an Incentive Offering from the drop-down menu. Step 3 – Next, select “Terms and Conditions” to review. Check the box indicating that you agree and select the “Submit” button. Note: See next slide if you are not able to complete this task as described

15 © 2013 IBM Corporation Common Scenarios Why You Can’t Accept Incentive Offering  Scenario 1 – You have multiple PartnerWorld IDs and you are not using the PartnerWorld ID that is associated with the CEID for the Incentive Offering you wish to accept. Please validate your id in PartnerWorld to ensure it is associated with the Incentive Offering CEID. Contact your co-marketing offering manager to validate the CEID.  Scenario 2 - You have not been invited to the co-marketing incentive offering. Contact your co- marketing offering manager to discuss eligibility.  Scenario 3 – You do not see an Incentive Offering in the drop-down menu because the Incentive Offering has already been accepted. To check if your Incentive Offering has already been accepted, from the Co-marketing Tool homepage, select “Co-marketing Funds,” then select “Incentive Offering,” then select “View Accepted Incentive Offerings.” Guide Me Through Accepting the Incentive Offering (IO)

16 © 2013 IBM Corporation16 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  Help Resources

17 © 2013 IBM Corporation Guide Me Through How To Submit a Marketing Activity Request From the Co-Marketing Center Home Page, follow these steps. Step 1 – Select “Co-Marketing Funds,” then select “Marketing Activity,” then select “Submit a Marketing Activity Request.”

18 © 2013 IBM Corporation Guide Me Through How To Submit a Marketing Activity Request Step 2 – Choose the Incentive Offering from drop-down Menu. Step 4 – Enter Activity Name & Description. Step 5 – Click to Select IBM Brands. Note: Step 3 – Complete Contact Detail.

19 © 2013 IBM Corporation Guide Me Through How To Submit a Marketing Activity Request Step 6 – Enter target end-user client detail and revenue estimates. c c Step 7 – Enter Spending Category, Tactic Cost, Activity Start and End Dates, planned attendees if event Note: Required field if Spending Category is an event Step 8 – Edit the expense fields for your spending category or check the box just above if no planned expenses Important Note!!

20 © 2013 IBM Corporation Guide Me Through How To Submit a Marketing Activity Request Note: Step 9 – When Finished, Click Submit. Note: MARs should be submitted 5 working days prior to the Activity Start Date

21 © 2013 IBM Corporation Guide Me Through How To Submit a Marketing Activity Request Review Event Certification Notification One additional step when completing an EVENT Marketing Activity Request

22 © 2013 IBM Corporation22 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  CMC Help Resources

23 © 2013 IBM Corporation Guide Me Through Submitting a Claim STEP 1 – To submit a claim, from the Co-Marketing Home Page, select “Co-Marketing Funds,” then select “Claim Processing,” then select “Submit & Edit a Claim.” STEP 2 – Choose the UCID you wish to claim against on the Select UCID drop-down menu. From the Co-Marketing Center Home Page, follow these steps.

24 © 2013 IBM Corporation Guide Me Through Submitting a Claim Step 5 - Upload Proof of Performance/Invoices Step 6 - Click “Submit” to submit claim Step 3 – Review Spending Category details and make edits as needed Step 4 - Select “Update” to save your changes

25 © 2013 IBM Corporation STEP 1 – In lower right hand corner of the form, select Upload Documentation. STEP 3 – When you have finished selecting documentation, select “Upload,” then select “Close.” STEP 2 – A pop-up appears. Use the “Select” button to find your document and add it to the claim. Guide Me Through Submitting a Claim How to upload documentation Note: A Smart Checklist is displayed with a list of required documentation. Note: Most co-marketing initiatives require leads. Be sure to enter you leads in the Global Partner Portal as soon as possible to ensure there are no delays in the processing of your claim.

26 © 2013 IBM Corporation Guide Me Through Submitting a Claim Additional EVENT Claim Step – Complete event certification

27 © 2013 IBM Corporation27 Agenda  How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)  Accessing CMC  Basic Navigation  Accepting the Incentive Offering  Submitting a Marketing Activity Request  Submitting a Claim  CMC Help Resources

28 © 2013 IBM Corporation CMC Help Resources  Additional reference and education materials are available: https://www.ibm.com/partnerworld/wps/servlet/ContentHandler/pw_com_cfm_edu – CMC Overview – CMC Guide Me Throughs – Create & Design Education  To submit feedback or ask questions contact : –


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