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Agenda: BPIO Partner Sales Readiness Workshop
Day 1: Business Productivity Infrastructure Optimization (BPIO) campaign We will introduce partners to the concepts of BPIO. They will understand the Current market and the opportunities in the market. Maturity model and how to identify a customer’s place in the lifecycle (Basic, Standardized, Rationalized, Dynamic). Customer Engagement Solutions (CES) framework and how to leverage the CES tools—Strategy Briefing (SB), Architecture Design Session (ADS), and Proof of Concept (PoC)— to move the sales process forward in a predictable and structured fashion. Time Module Description 8:00 a.m. – 9:00 a.m. Breakfast and networking 9:00 a.m. – 9:30 a.m. 1 - Introduction Overview of the workshop providing guidelines and agenda of the program 9:30 a.m. – 10:00 a.m. 2 - Market Overview & Partner Opportunity Overview of the current market and partner opportunities within the market 10:00 a.m. – 11:00 a.m. 3 - Business Decision-Maker (BDM) campaign Overview to the BDM campaign 11:00 a.m. – 12:00 p.m. 4 - BPIO Campaign and Maturity Model Overview of the Maturity Model and the Business Productivity Infrastructure Analyzer tool 12:00 p.m. – 1:00 p.m Lunch Break 1:00 p.m. – 2:00 p.m. 4 - BPIO Campaign and Maturity Model 2:00 p.m. – 3:30 p.m. 5 - CES Methodology and Co-Engaging with Microsoft Overview of the CES methodology as well as resources for engaging with Microsoft 3:30 p.m. – 4:30 p.m. 6 - Microsoft Enterprise Search Overview of the new capabilities of Microsoft Enterprise Search; partners will understand the Microsoft Search technology components and how to leverage and integrate with the Microsoft Find, Use, Share Customer Campaign Slide Objective: CES Methodology and Co-Engaging with Microsoft Target Module Duration: 90 minutes Talking Points/Notes: This is Module 5 in Day 1 of the BPIO Partner Sales Readiness Workshop
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Slide Objective: This welcome deck is designed to be used when all the modules will be presented sequentially, not as individual modules. Each module’s PowerPoint deck also has its own agenda and learning objectives so they can be presented individually when appropriate. Talking Points/Notes: Welcome participants to the module and go over any logistics related to the training. As the facilitator, introduce yourself and share your background to establish credibility with the audience. Time permitting, have participants introduce themselves and their organizations.
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Module 5 – Learning Objectives
Microsoft Solution Selling Process (MSSP) Overview of Customer Engagement Solutions Customer Engagement Solutions (CES) Process CES Methodology Solution Briefing (SB) Architecture Design Session (ADS) Group Discussion Resources, Offers and Sales Tools Slide Objective: The learner will understand the format and purpose of this module. Talking Points/Notes: Review the learning objectives and topics covered in this module.
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Advancing the Sale with Customer Engagement Solutions
Business Productivity Infrastructure Optimization Campaign
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Microsoft’s Support For Customer-Centric Solution Selling
Business Context Knowledge Business Context Knowledge Methodology Alignment Methodology Alignment Customer Engagement Solutions (CES) BDM Customer Campaigns Solution Selling and Delivery Slide Objective: Microsoft’s Support for Solution Selling Talking Points/Notes: In this module, we will focus on the Methodology Alignment/Customer Engagement Solutions Technology Depth and Integration TDM IO Campaigns: BPIO 5
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Customer Engagement Solutions Methodology
Opportunity Management Prospect Qualify Develop Solution Proof Close Architecture Design Session Slide Objective: The learner will understand CES and MSSP Talking Points/Notes: What Is a Customer Engagement Solution? Customer Engagement Solutions (CES) are driven by a Microsoft team that develops the methodology and tools for the Microsoft field and Partners to effectively engage with customers. Aligned with the Microsoft Solution Sales Process (MSSP), it provides guidance to close software and services engagements: Solution Definition Briefing Architectural Design Session (ADS) Proof of Concept (POC) Project Pilot Project A CES is a campaign and capability-specific package of methodology, content, and tools for use during customer engagements for consistent opportunity management. Enabling the effectiveness in the sales cycle Standardized Customer Engagement Methodology Allows to identify the right approach to develop the best solution for the customer Provides clear guidance on “how to” deliver consistent customer engagements Provides full alignment with the customer “Account Planning maturity level outcome” by considering it as a baseline starting point Complements MSSP with detail guidance, customer deliverables and verifiable outcomes Fully integrated with FY07 Customer Campaigns Provides capability/workload specific guidance, content and tools for the Infrastructure Optimization campaigns (Core, IW and App plat) Support build the case for investing in IT Capabilities Searchable knowledge base by role, customer campaign, engagement type, workload, sales cycle stage, product, content type, etc Solution Development Solution Briefing Proof of Concept Standardized Customer Engagement Methodology and Customer Deliverables BV and Technical Content (i.e., case studies, battle cards) BV and Technical Tools (i.e., ROI calculator demos) CES Package 6
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Opportunity Management
Dual Entry Points From Sales And Marketing Customer engagement solutions Opportunity Management Prospect Qualify Develop Solution Proof Close Deploy Solution Briefing (BDM Scenario Centric) ADS (BDM Scenario Centric) BDM Initiated Opportunity Slide Objective: Entry Points for CES Talking Points/Notes: BPIO Profiling is what is happening right now The more educated you are on the current state of the business, you can have a better conversation w/ the customer You will have a BDM and/or TDM conversation BDM – Paint the value proposition (ex: the sales team can’t get the info they need) Solution briefing: BDM (ex: sales automation) and TDM (capability conversation); plan on 4 hours to 1 full day for the briefing ADS – brief the BDMs, then get the tech team involved POC – you may or may not do; do what is best for your situation; if there is a certain tech challenge, then do the POC so you can move on BPIO Profiling/ Marketing Activities (Microsoft or Partner) Proof of Concept Solution Briefing (BPIO Capability Centric) ADS (BPIO Capability Centric) TDM Initiated Opportunity 7
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Solution Briefing Workshop
ERM Solution Briefing Solution Briefing Workshop Set Context Solution Overview Process Analysis Business Value Solution Vision Relevant Challenges (Key Pains) Review Existing Process Discuss “Relevant Capabilities” from Demo Create Desired State Process Flow (Leverage Template Discuss Benefits to Business for Relevant Capabilities High Level Value to Business Discussion High Level Process Pains Demo (Click through demo) Slide Objective: The learner will understand what Solution Briefing Workshop. Talking Points/Notes: Set Context (Challenges and Pains, High Level Capabilities) The session should be initiated with a contextual discussion regarding the pains and challenges of the organization. Presenters should lead discussions to identify the key pains in the technology and take into account the audience profile to highlight the most relevant pains and challenges. Solution Overview (Demo) This describes and illustrates the solution capabilities through click through demo corresponding to the challenges and pains identified. Choose an appropriate solution demo that will match the customer’s requirements and profile. Capability Analysis (Identify Relevant Capabilities) Discuss and document the current and desired processes in detail. This leads to the identification of Infrastructure Optimization levels and relevant transitions. Business Value (High Level Value to Business Discussion) Highlights the business benefits derived from various transitions identified utilizing BPIO model and discussions. The BPIO model allows identification of required transitions between Optimization levels for each of the capabilities and sub-capabilities. Transitions are shown for each of the sub capabilities. Capability Vision (Discuss and Align Capabilities and Benefits) This helps visualize the solution capabilities identified via illustrations from the sample solution. Identify Relevant Capabilities (Using BPIO) Align Benefits and Capabilities to build Solution Vision © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 8
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Architecture Design Session (ADS) Framework
Windows Embedded Design Review April Architecture Design Session (ADS) Framework Set Context Solution Overview Process Analysis Business Value VPC Based Demo Point Out Technologies For Relevant Capabilities Discuss “Relevant Capabilities” from Demo Develop Conceptual/ Logical Architecture Develop Scope and Specifications for POC Slide Objective: Architecture Design Session Framework: Architecture Design Session Process Recommendations for Business Intelligence Talking Points/Notes: Solution Overview This section of the presentation describes and illustrates the solution capabilities corresponding to the challenges and pains identified. VPC-Based Demo In this stage the solution-specific VPC-based demo is presented to the audience. Technology Overview This section shows what IW/BP technologies are needed to enable the required business services. After the process is defined we can then proceed to see what business services and benefits are identified using BPIO model. Point Out Technologies For Relevant Capabilities Infrastructure maturity levels and relevant transitions are identified here with respect to the solution. This part also shows the capabilities and associated business benefits obtained as the process improvement leads the organization to a higher maturity level. It also shows the technologies used for the process improvements. Architecture Discussion This section finalizes and frames the conceptual and logical architecture along with the layered physical architecture.POC Planning – Discuss scope and specifications for POC Develop Conceptual/Logical Architecture The process flow developed in SB is finalized through development of Conceptual and Logical architectures. Proof Of Concept Planning It discusses the business processes that are being addressed and the consequences of the new solution along with the kind of technology infrastructure the client has. This discussion helps to create a picture of how much change will entail if POC is ever turned into a production system Discuss Technologies Vision Scope Input from Solution Briefing © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 9
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Drive, Win, Grow With BPIO Customer engagement solutions support and guidance
ECM – ERM Ent. Records Management SB Workshop SB Delivery Guide ADS Workshop ADS Delivery Guide UCC – ISP BI – ISMR Slide Objective: Talking Points/Notes: We will provide you with the acronyms 10
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Drive, Win, Grow With BPIO BPIO Technical Demonstration Toolkit
All up IW (with ECM) BPIO ADS Microsoft Enterprise Search BPIO – BI with Hands on Labs (HoL) UCC – Day in the Life Retail Healthcare Federal Disaster Management IT Governance (Flash demo only) Slide Objective: Talking Points/Notes:
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Drive, Win, Grow With BPIO SharePoint Server 2007 Migration Planning and Resources DVD
Why Migrate to SharePoint Getting Started Planning Guides How to Migrate from… Upgrading to… Microsoft ISV Partners Slide Objective: Talking Points/Notes: SharePoint Server does not come out until 2007, so what does the customer do today? MS will have some capabilities in the platform and MS intends to inter-operate (not rip and replace). 12
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Drive, Win, Grow With BPIO ISV Partner Showcase
The latest ISV solutions for 2007 Office system Solution Profiles Sales Sheets as available ISV contact information List some of the things that will be available in the DVD set. 13
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Co-Engaging With Microsoft
Business Productivity Infrastructure Optimization Campaign 14
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Microsoft Field Roles And Responsibilities
The Microsoft Enterprise and Partner Group (EPG) focuses on two customer segments Corporate accounts (500-1,000 employees or computers) Major accounts – (More than 1,000 employees or computers) The Microsoft Small and Midsize Solutions and Partner Group (SMS&P) focuses on the following two customer segments Slide Objective: Provide overview on Field Roles and Responsibilities for EPG and SMS&P groups Talking Points/Notes: You need to understand the MS Field Roles and Responsibilities so you can get involved. Small businesses (< 25 employees or computers) Midsize businesses ( employees or computers) 15 15 15
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Microsoft Field Roles And Responsibilities
The Microsoft field worldwide is organized into five main groups Partner Team Unit (PTU) Is measured on both Partner satisfaction and the revenue they drive with and through Partners Drives Partner solution segmentation and selection Account Team Unit (ATU) Maintains annual account plans for major and corporate accounts Works at the executive level with customers and with Partners to propose joint solutions to customers Specialist Team Unit (STU) Supports the ATU and manages specific sales opportunities Helps drive sales process through product and solution knowledge Industry Unit The Industry Unit Is responsible for driving sales in the top industries Microsoft Consulting Services (MCS) Slide Objective: Outline 5 main groups of Microsoft’s worldwide filed org Talking Points/Notes: Again, be sure you understand the MS Field. It will help you get better involved. 16 16 16
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Microsoft Field Execution Model And Partner Role
Sales Gap Analysis Growth Strategy Profile Account Planning: Account Discovery and Profiling based on Information Worker maturity model Opportunity Management Prospect Qualify Develop Solution Proof Close Partner Slide Objective: High level overview to answer: How do customer campaigns work? Talking Points/Notes: Core maturity model: Capabilities What does Microsoft provide? Account Profiling and Opportunity Identification: A maturity model and profiling questions to select best opportunity Campaigns value props: Pitches to engage customers on value propositions and generate leads Tools to advance sales opportunities on solution areas: Sales/ Partner accelerate opportunities using Customer Engagement Solutions Account Profiling and Opportunity Identification Campaigns value props Tools to advance sales opportunities on solution areas AM, ATS, TAM, ESC, SSP-IW, SSP-AppPlat Architecture Design Session Solution Development Solution Briefing Proof of Concept Marketing Demand Generation Awareness Partner AM, ATS, SSP-IW Partner SSP-IW Partners Partner STU-SSP Partners Partner STU-TSP Partners Subsidiary Marketing Partner 17 17
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Sales Process: Profile, Gap Analysis, Growth Strategy
STEP 1: Profile Conduct discovery Infrastructure Optimization Models STEP 2: Gap Analysis Analyze discovery results and identify potential opportunities Internal Discussion/ Microsoft View BPIA - Internal Discussion/ Partner View Enter opportunities into Siebel AP – SSP AP BP – SSP IW Core Infra – ATS Slide Objective: The learner will understand the Field Execution Process: EPG only; SMS&P is very different. Talking Points/Notes: Opportunities will be around Business Value/Benefit, Strategic/Tactical technology play, competitive, revenue focused. Then, a number of these would be retained/MS-led and others would go to Partner/PTU/PAM. STEP 3: Growth Strategy Agree Account plan with Customer Microsoft Opportunities Joint review list of customer opportunities Partner Opportunities Partner/MCS Opportunity Leverage Customer Engagement Solutions Partner/MCS Opportunity Leverage EPG Ecosystem Opportunity Management/ MSSP 18
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Field Sales And Partner Engagement
Drive opportunity Leverage this strategy in the context of your business, independently of Microsoft! Engage with Microsoft Help account teams in Discovery Phase The BPI Analyzer is based on the same questions and model as EPG profiler Assist with deeper assessments once initial discovery happens Work with account teams to prioritize projects and solidify account plans Deployment and ongoing maintenance Slide Objective: Talking Points/Notes: We want you to engage w/ the Field independently Microsoft’s profiling is very product centric;; You have the service and business orientation to have deeper conversations 19 19 19
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Microsoft Consulting Services (MCS)
Microsoft Services grows the market for Microsoft platform and associated services, the majority of which are delivered by Partners In the fiscal year of 2006, 78% of Microsoft Consulting Services’ revenue was derived from customer projects in which Microsoft was working with a Partner to deliver services These engagements offer an opportunity to create and share best practices, build strong relationships, and promote on-going Partner services to customers Slide Objective: The learner will understand the Support step in MSSP Talking Points/Notes: Microsoft Services grows the market for Microsoft platform and associated services, the majority of which are delivered by Partners In FY06, 78% of Microsoft Services revenue was derived from customer projects in which Microsoft was working with a Partner to deliver services These engagements offer an opportunity to create and share best practices, build strong relationships, and promote on-going Partner services to customers 20 20 20
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Best Practices For Co-Engaging With Microsoft
Map Partner solutions to Microsoft sales priorities and product groups, such as the Business Productivity Infrastructure Optimization (BPIO) Campaign Build relationships with Microsoft peers such as the Partner Account Manager (PAM) Understand Microsoft field motivators Take advantage of Microsoft co-marketing opportunities Slide Objective: The learner will understand the Support step in MSSP Talking Points/Notes: Map Partner solutions to Microsoft sales priorities and product groups, such as the BPIO Campaign Build relationships with Microsoft peers such as the PAM Understand Microsoft field motivators – understanding the compensation-based incentives for Microsoft roles will help to identify the appropriate Microsoft individuals to engage with Take advantage of co-marketing opportunities; Microsoft commonly co-markets with with Partners at the regional and local levels 21 21 21
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Microsoft Field Execution Model And Partner Role
Opportunity Management Prospect Qualify Develop Solution Proof Close Architecture Design Session Slide Objective: High level overview to answer: How do customer campaigns work? Talking Points/Notes: Core maturity model: Capabilities What does Microsoft provide? Account Profiling and Opportunity Identification: A maturity model and profiling questions to select best opportunity Campaigns value props: Pitches to engage customers on value propositions and generate leads Tools to advance sales opportunities on solution areas: Sales/ Partner accelerate opportunities using Customer Engagement Solutions Account Profiling and Opportunity Identification Campaigns value props Tools to advance sales opportunities on solution areas Solution Development Solution Briefing Proof of Concept Partner AM, ATS, SSP-IW Partner SSP-IW Partners Partner STU-SSP Partners Partner STU-TSP Partners 22 22
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Solution Briefing Workshop
ERM Solution Briefing Solution Briefing Workshop Set Context Solution Overview Process Analysis Business Value Solution Vision Relevant Challenges (Key Pains) Review Existing Process Discuss “Relevant Capabilities” from Demo Create Desired State Process Flow (Leverage Template Discuss Benefits to Business for Relevant Capabilities High Level Value to Business Discussion High Level Process Pains Demo (Click through demo) Slide Objective: The learner will understand what Solution Briefing Workshop. Talking Points/Notes: Set Context (Challenges and Pains, High Level Capabilities) The session should be initiated with a contextual discussion regarding the pains and challenges of the organization. Presenters should lead discussions to identify the key pains in the technology and take into account the audience profile to highlight the most relevant pains and challenges. Solution Overview (Demo) This describes and illustrates the solution capabilities through click through demo corresponding to the challenges and pains identified. Choose an appropriate solution demo that will match the customer’s requirements and profile. Capability Analysis (Identify Relevant Capabilities) Discuss and document the current and desired processes in detail. This leads to the identification of Infrastructure Optimization levels and relevant transitions. Business Value (High Level Value to Business Discussion) Highlights the business benefits derived from various transitions identified utilizing BPIO model and discussions. The BPIO model allows identification of required transitions between Optimization levels for each of the capabilities and sub-capabilities. Transitions are shown for each of the sub capabilities. Capability Vision (Discuss and Align Capabilities and Benefits) This helps visualize the solution capabilities identified via illustrations from the sample solution. Identify Relevant Capabilities (Using BPIO) Align Benefits and Capabilities to build Solution Vision © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 23
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Architecture Design Session Framework
Windows Embedded Design Review April Architecture Design Session Framework Set Context Solution Overview Process Analysis Business Value VPC Based Demo Point Out Technologies For Relevant Capabilities Develop Conceptual/ Logical Architecture Develop Scope and Specifications for POC Discuss “Relevant Capabilities” from Demo Discuss Technologies Slide Objective: Architectural Design Session Framework: Architecture Design Session Process Recommendations for Business Intelligence Talking Points/Notes: Solution Overview This section of the presentation describes and illustrates the solution capabilities corresponding to the challenges and pains identified. VPC-Based Demo In this stage the solution-specific VPC-based demo is presented to the audience. Technology Overview This section shows what IW/BP technologies are needed to enable the required business services. After the process is defined we can then proceed to see what business services and benefits are identified using BPIO model. Point Out Technologies For Relevant Capabilities Infrastructure maturity levels and relevant transitions are identified here with respect to the solution. This part also shows the capabilities and associated business benefits obtained as the process improvement leads the organization to a higher maturity level. It also shows the technologies used for the process improvements. Architecture Discussion This section finalizes and frames the conceptual and logical architecture along with the layered physical architecture.POC Planning – Discuss scope and specifications for POC Develop Conceptual/Logical Architecture The process flow developed in SB is finalized through development of Conceptual and Logical architectures. Proof Of Concept Planning It discusses the business processes that are being addressed and the consequences of the new solution along with the kind of technology infrastructure the client has. This discussion helps to create a picture of how much change will entail if POC is ever turned into a production system Vision Scope Input from Solution Briefing © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 24
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Microsoft Partner Program Information Worker Competencies
Business Productivity Infrastructure Optimization Campaign 25
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Competency Level Information worker competency alignment in FY ’08
Perception Campaign People_Ready Business Business Decision Maker Campaigns BDM Audience Build Customer Connections Drive Business Performance Find, Use, Share Information Improve Compliance Information Worker Solution Showcase Business Productivity Infrastructure Campaigns Slide Objective: Customer campaigns: Microsoft Office system 2007 Campaign Focus Talking Points/Notes: Microsoft Office system 2007 Campaign focuses on the following 4 sets\categories: Perception Campaign Office System 2007 as the product for “People Ready” business BDM Build customer connections Improve Compliance Drive Business Performance TDM Communication & Collaboration Enterprise Content Management Business Intelligence IW Competency Unified communications ECM & forms Search Data visualization EPM Performance management Smart client development Deployment TDM Audience Unified Communication and Collaboration Enterprise Content Management Business Intelligence Portals and Collaboration Information Worker Competency Unified Comms ECM and Forms Search* Data Visualization EPM Performance Management Office Smart Client Development Deployment 2007 Microsoft Office system Programs, Servers, Services
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Microsoft Competencies Build Customer Confidence In Partners
Scale IO Opportunities Core Infrastructure Information Work Solutions Networking and Advanced Infrastructure Security Solutions Business Productivity Infrastructure Data Management Solutions Application Platform Infrastructure Custom Development Solutions Business Process and Integration Independent Solution Vendor Solutions Capacity Slide Objective: The learner will understand why partners are crucial in implementing the BPIO Maturity Model Talking Points/Notes: Expertise 27
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Information Worker Solutions Competency Benefits
9/10/ :43 PM Information Worker Solutions Competency Benefits Information Worker Competency provides tangible partner benefits and readiness infrastructure Only Information Worker Competent partners receive exclusive access to content and offers recognizing their investments in the Information Worker business Access to co-marketing and BIF investments New partner readiness assets focused on Office 2007 technologies and customer scenarios will become available to Information Worker Competent partners onwards Slide Objective: The learner will understand the Microsoft Partner Program & IW Competency Talking Points/Notes: (For Partner Session, encourage them to sign up using this slide, if they are not competent already – audience will be a mix no doubt. For Internal, emphasize that this the only program we use, and we’re moving towards ONLY engaging with IW Competent Partners) With the broader range of potential Office solutions that 2007 offers, its vital that we have a Partner Program that supports partner needs; the Information Worker Solutions Competency within the Microsoft Partner Program will continue to be the one worldwide program we use. We continue to develop the program to meet Partner Requirements The IW Competency consists of a series of specializations (or routes) towards the competency – the specializations CURRENTLY are: Messaging and Collaboration, EPM, Portals and ECM, Deployment and Office Smart Client Developer. Overall for IW competent partners, and specifically for each specialization we provide tangible partner benefits (additional SW, Access to exclusive markeitng materials) as we as readiness infra Exclusive Access to Content and Offers – for example around key GTMs (use OSS example) Microsoft currently working hard on additional support for partners focused on Office 2007 – for example workshops, technical partner readiness kits Upcoming Information Worker Competency Specializations: Data Visualization If your expertise involves creating, deploying, and customizing solutions that enable customers to construct business data and processes in graphical formats, then attaining this upcoming specialization will help build your business. Enterprise Content Management (ECM) and Forms This upcoming specialization will be tailored to support Microsoft Office SharePoint Server, Windows SharePoint Services, the Microsoft Office 2007 system, and the Windows Server system. Enterprise Project Management Learn how the upcoming Enterprise Project Management specialization can help you maximize productivity and cost-effectiveness for your clients while getting your share of a US$10 billion partner services opportunity. Office Solutions Development Use XML and Web Services to benefit from a US$30 billion* partner services opportunity by creating solutions that integrate data taken from many sources into the familiar user interfaces of the Microsoft Office System. Office Systems Deployment Provide solutions to clients wishing to upgrade to the latest version of programs in the Microsoft Office System and take advantage of a US$33 billion* partner services opportunity. Performance Management Develop and deploy offerings based on Microsoft Performance Management (CPM) solutions by expanding your expertise with this upcoming specialization. Portals and Collaboration Leverage your expertise in developing and deploying collaboration solutions based on components of the Microsoft Office system and Windows Server system. Search Take advantage of the opportunity to improve the search experience for your customers across the desktop, network, and Web — thereby helping them drive substantial increases in productivity. Unified Communications This upcoming specialization covers technology areas such as gateways, media servers, network monitoring, middleware and end points, and telephony. 28
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Microsoft’s Support For Customer-Centric Solution Selling
Business Context Knowledge Business Context Knowledge Methodology Alignment Methodology Alignment Customer Engagement Solutions (CES) BDM Customer Campaigns Solution Selling and Delivery Slide Objective: Microsoft’s Support for Solution Selling Talking Points/Notes: None Technology Depth and Integration TDM IO Campaigns: BPIO 29
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Summary The CES Methodology is a workload/initiative-specific package of methodology, content, and tools for use during customer engagements within opportunity management During the Solution Development you need to capture the prospect’s interest in your offering and next, it will be important for you to diagnose your customer’s specific needs and determine if this prospect could be a potential customer to you The Solution Briefing process uses information gathered from entry criteria and during a solution briefing workshop develops a value proposition that demonstrates alignment of Information Technology capabilities to customer business goals Slide Objective: To review the key points learned in this module Talking Points/Notes: Recap the summaries of key learning points from this module 30 30 30
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Summary The Architecture Design Session is a framework with a collection of tools and methodologies to help Microsoft field and Partners promote Office system-based solutions Engaging with Microsoft provides the following benefits: helps to foster and manage a strategic relationship, allows development of joint business plans and marketing programs and lets Partners and Microsoft sell jointly to customers Slide Objective: To review the key points learned in this module Talking Points/Notes: Recap the summaries of key learning points from this module 31 31
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Group Discussion As a group, discuss your past experiences working through the following Solution Development Solution Briefing Architecture Design Session Proof of Concept Conclusion If you have completed a Customer Engagement Solutions as an entire strategy, how much of the strategy was used? What do you see as the value of the additional stages in the strategy? Slide Objective: Group Interactivity Time: 25 minutes Talking Points/Notes: Now start the interactive discussion. As a group, ask for volunteers to discuss their past experiences working through the following: Solution Development Solution Brief Architecture Design Session Proof of Concept Conclusion If they haven’t completed the CES as an entire strategy, how much of the strategy was used? What do they see as the value of the additional stages in the strategy? 32 32 32
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Local Field Role Contacts and Resources
Business Productivity Infrastructure Optimization Campaign 33
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Local Microsoft Field Roles (From IW BG Lead)
Description What they do; how it aligns with CES Commitments How they’re measured/ compensated Name/Contact Manager Information AM IW SSP TSP
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Resources For Co-Engaging With Microsoft
Microsoft Partner Program Microsoft Partner Learning Center Gain your Microsoft Partner Program Competency for Information Worker Showcase your Partner solution in the Office Solution Showcase Directory Microsoft Solution Selling Process course information and registration Slide Objective: Provide participants with relevant resources to help further their learning Talking Points/Notes: None (self-explanatory) 35 35 35
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Slide Objective: Answer any questions regarding material learned in this module
Talking Points/Notes: Ask participants whether they have any questions before you get started on the next module.
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Thank participants for their time and proceed with the next item on the agenda.
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Appendix Business Productivity Infrastructure Optimization Campaign 38
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