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© 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-1 IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace.

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Presentation on theme: "© 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-1 IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace."— Presentation transcript:

1 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-1 IronPort and ScanSafe Partner Integration in Europe Cisco Commerce Workspace

2 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-2 ProcessAs IsTo Be Deal RegistrationIronPort Partner PortalCisco Commerce Workspace Quoting IronPort creates quote on behalf of Partner Quotes shared in email No automated discounting Partner creates quote Cisco and Partners collaborate in CCW Automated discounting (direct only) Non-Standard Pricing Visibility in email Request status visible in CCW Non Standard discount visible in CCW (direct only) Product data sheets, training IronPort Partner PortalCisco Partner Central Current Process versus Future Process

3 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-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 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-4 Create IronPort Deal Create IronPort Quick Quote This training includes the end to end process for creating IronPort deals in CCW by the following two methods: New Business Model IronPort Objectives Click Deal to create a new IronPort deal with promotional pricing. Click Quick Quote to create a new quote with contractual pricing.

5 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-5 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.www.cisco.com Go to Partner Self Service http://tools.cisco.com/WWChannels/GETLOG/welcome.do 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. Log into Cisco Commerce Workspace at www.cisco.com/go/commerceworkspace www.cisco.com/go/commerceworkspace and Bookmark this URL Log into CCW

6 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-6 Partner IronPort Deal Workflow Partner Approve  Who’s Involved  About the Deal  Promotions QUOTE  Add Items and Select Buy Method  Review Discounts & Credits  Share pricing with PSS and/or IronPort Sales ORDER Qualify  Leverage existing order process  Attach exported CCW quote Partner 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. Create Deal Process DEAL IronPort

7 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-7 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.” Create an IronPort Deal

8 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-8 From Quick Start on the CCW homepage click “Deal." Create an IronPort Deal

9 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-9 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.” Create an IronPort Deal

10 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-10 The “Who’s Involved” tab opens. The following information is required: Partner Contact Customer Name and Address Customer contact The IronPort PSS Create an IronPort Deal

11 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-11 The Header displays the “Deal ID” and the “Deal Status” of “Not Submitted.” Create an IronPort Deal

12 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-12 The Header Details may be hidden by clicking “Hide Header Details.” Create an IronPort Deal

13 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-13 Select “Use the Contact Details in My User Profile” to populate your contact details or enter the Partner Contact information manually. Create an IronPort Deal

14 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-14 Next, click “Select an End Customer.” Create an IronPort Deal

15 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-15 “Search for End Customer” opens. Click “View my recent end customers.” Create an IronPort Deal

16 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-16 A list of Recent Customers opens. Select your End Customer from the list and click “Select.” Create an IronPort Deal

17 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-17 If your End Customer is not listed, click “search for a customer.” Create an IronPort Deal

18 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-18 Select the End Customer’s “Country” and the “Customer Company Name.” Enter any additional information to help refine the search. Click “Search.” Create an IronPort Deal

19 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-19 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 Customer is still not found, click “Create Customer” to add the Customer’s details to Cisco’s database. Create an IronPort Deal

20 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-20 Enter the “Customer Contact” details including: First Name Last Name Title Phone Number Email Address Company Website Create an IronPort Deal

21 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-21 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. Create an IronPort Deal

22 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-22 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. Create an IronPort Deal

23 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-23 Click “Save and Continue.” Create an IronPort Deal

24 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-24 After completing “Who’s Involved”, “About the Deal” opens. Create an IronPort Deal

25 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-25 Click Save and Continue to open the Promotions tab. Create an IronPort Deal

26 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-26 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. Create an IronPort Deal

27 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-27 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. Create an IronPort Deal

28 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-28 The “Review and Submit” tab opens. Respond to any error messages in “Deal Information.” Click “Submit Deal for Qualification.” Create an IronPort Deal

29 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-29 After submission, IronPort makes the qualification decision and an email notification is sent to notify you. Create an IronPort Deal

30 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-30 After qualification, select the deal from the CCW homepage to build the quote. Create an IronPort Deal

31 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-31 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. Create an IronPort Deal

32 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-32 All qualified deals are displayed. Create an IronPort Deal

33 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-33 Alternatively, use “Workspace Search” to locate the deal on criteria such as the Deal ID. Create an IronPort Deal

34 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-34 Select the deal by clicking the “Deal ID.” Create an IronPort Deal

35 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-35 The “Review and Submit” tab opens. The “Deal Status” is Qualified. Create an IronPort Deal

36 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-36 Select the “Quote” tab. Create an IronPort Deal

37 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-37 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. Create an IronPort Deal

38 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-38 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. Create an IronPort Deal

39 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-39 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. Create an IronPort Deal

40 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-40 Enter the “Qty” and click “Add.” Create an IronPort Deal If an Incorrect minimum quantity for the SKU is entered, the system will display a message displaying the minimum Quantity required.

41 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-41 Enter the correct “Qty” and click “Add.” Create an IronPort Deal

42 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-42 Another method to populate the drop-down list with SKUs is to search on SKU Description. Create an IronPort Deal 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 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-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 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-44 “ Edit Duration” opens. Enter the “Start Date” and “End Date.” Click “Save.” Note: The duration may range from five days to ten years. Create an IronPort Deal

45 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-45 Hover over the “I” (Information) icon to view the Original and Modified Duration. Create an IronPort Deal The updated Start and End Date is displayed.

46 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-46 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. Create an IronPort Deal

47 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-47 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. Create an IronPort Deal

48 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-48 If you are a direct reseller you will be able to select Cisco IronPort 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. Create an IronPort Deal

49 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-49 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.” Create an IronPort Deal

50 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-50 “Specify Billing Term” opens. Select a new Billing Term from the list. Click Save. Create an IronPort Deal

51 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-51 Where the Quote consists of Hosted Offer(s), an Admin Fee SKU will be added to the quote regardless of the Billing Term set on the Quote header. The system will add the corresponding Admin Fee SKU based on the selected Billing Term after adding a Hosted offer to the quote. A separate Admin SKU will be added for IronPort and ScanSafe SKUs. Navigate to the top of the same screen to access the link for Discounts & Credits. Create an IronPort Deal

52 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-52 When the quote is built, select the “Discounts & Credits” link. Create an IronPort Deal

53 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-53 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page Create an IronPort Deal Direct Resellers can also view all eligible discounts (certification, deal registration, and special pricing discounts) that may be applied.

54 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-54 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page The Indirect Partner view displays the list price only. Create an IronPort Deal

55 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-55 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page After viewing the Discounts, click Save and Continue. Create an IronPort Deal

56 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-56 The Review and Submit tab opens. The page displays the summary view of the Deal and a snapshot of the quote. Click “Submit Quote for Approval” to submit the quote for approval by the IronPort Team. Create an IronPort Deal

57 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-57 The next action is to wait for an approval decision from IronPort. An Email is sent to the partner when IronPort or ScanSafe has approved the quote. Create an IronPort Deal

58 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-58 Only approved Quotes should be Exported and attached to the PO. Click the Export link to generate a PDF file to attach to the Purchase Order. Create an IronPort Deal

59 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-59 Click Quote Items to select the output for your quote. Create an IronPort Deal

60 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-60 Select the highlighted areas and click Export Quote to generate your PDF. Create an IronPort Deal

61 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-61 This is an example of the PDF that you can file and/or attach to your PO. Create an IronPort Deal

62 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-62 This concludes the Create an IronPort Quote from a Deal scenario. Create an IronPort Deal

63 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-63 If you want to collaborate with the IronPort sales team and allow IronPort sales team to make changes to the Quote, or you need special pricing consideration, please make sure you share the quote with your PSS. Deals and Quotes you create are only visible to others in your organization if you share with them directly by either adding them to the deal directly or by adding them to your default share team. Once added, the sharee will have edit access to the IronPort deal/quote. You can also Add and Delete users to the Default Partner Share Team list. Partner Team Sharing

64 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-64 Partner Team Sharing Click Share to share your deal with the PSS or the IronPort sales team.

65 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-65 Partner Team Sharing Click Share to share your deal with the PSS or the IronPort sales team.

66 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-66 Partner Team Sharing Alternately, you can choose to add a team member to your default sharing team. Sharees added to the default share team will have edit access to all deals and quotes you create.

67 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-67 Partner Team Sharing Click Add New Member to add a contact to your Default Partner Share Team.

68 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-68 Partner Team Sharing You can search for partners by using the drop-down search criteria such as email.

69 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-69 An IronPort Quick Quote enables Partners to create a quote solely with a Partner’s contractual discounts (no promotions can be added). Partners are encouraged to use the Quick Quote process when deal registration is not applicable. ORDER Leverage existing order process and attach exported CCW quote Partner Approve Who’s Involved About the Deal Add Items and Select Buy Method Share with Cisco Sales on pricing Quick Quote Process Partner IronPort Quick Quote QUOTE IronPort

70 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-70 An IronPort quote is generated by creating a “Deal” or Quick Quote.” This process will show how to create an IronPort quote from a “Quick Quote.” IronPort Quick Quote

71 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-71 From Quick Start on the CCW homepage click “Quick Quote." IronPort Quick Quote

72 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-72 Begin the Quick Quote process by selecting “Cisco IronPort” from “This Quote is for.” IronPort Quick Quote

73 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-73 Enter the “Quote Name” and click “Select an End Customer.” IronPort Quick Quote

74 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-74 If your End Customer is not listed, click “search for a customer.” IronPort Quick Quote A list of Recent Customers opens. Select your End Customer from the list and click “Select.”

75 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-75 The Price Book and Currency selections are populated based on the End Customer Country Region. Select the “Currency” from the dropdown list. 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 ‘Create Quote’. Note: IronPort products must be quoted in USD. ScanSafe products may be quoted in three currencies (EUR, GBP and USD). A Quote can only contain one currency. Quoting in EUR or GBP will result in a ScanSafe Quote.. IronPort Quick Quote

76 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-76 Click “Create Quote.” IronPort Quick Quote

77 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-77 The Quote Tab opens. The quote is built by manually adding IronPort SKUs through product search. BOM files cannot be imported into an IronPort Quote. The link to ‘Import a saved configuration’ will not be visible. Links to ‘Change Options’ or ‘Select Service’ on the quote line items will not be available. Notes: There are no configuration capabilities for IronPort Quotes. Partners must add all SKUs to the Quote via the product search. Trade-ins are not allowed on IronPort Quotes. IronPort Quick Quote

78 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-78 IronPort Quick Quote To populate the drop-down list of quote items, 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.

79 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-79 Select the SKU and enter the “Quantity." Note: If the Partner enters an Incorrect Quantity for selected SKUs & clicks ADD, the system will display a message displaying the minimum Quantity required to add the SKU. IronPort Quick Quote

80 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-80 Another method to populate the drop-down list with SKUs is to search on SKU Description. Create an IronPort Deal Select “SKU Description.” Enter one or more keywords of an IronPort or ScanSafe SKU Description into the “Add a SKU to Your Quote” field.

81 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-81 The Start Date and End Date is displayed for Term-Based SKUs in the quote. The duration may be changed by selecting “Change Duration." A new duration ranging from five days to ten years may be entered from the pop-up calendar. IronPort Quick Quote

82 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-82 After entering the IronPort/ScanSafe SKUs, select a Buy Method at the Quote header level. The same Buy Method will be applied to all lines on the Quote. If you are a direct reseller you will be able to select Cisco IronPort 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. IronPort Quick Quote

83 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-83 The Billing term for the quote is selected. The default Billing Term is Upfront and can be changed to: Annual Quarterly Monthly If the Quote consists of Hosted Offer(s), and Admin Fee SKU will be added to the quote irrespective of the Billing Term set on the Quote header. The system will add the corresponding Admin Fee SKU based on the selected Billing Term after adding a Hosted offer to the quote. IronPort Quick Quote

84 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-84 When the quote is built, select the “Discounts & Credits” link. IronPort Quick Quote

85 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-85 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page The Partner IronPort certification discount will be applied to IronPort/ScanSafe SKUs. The discounts vary by theaters and regions. Additional discounts (non-standard, promotional SKUs) may be applied to all SKUs except Admin, Learning Credit & professional service SKUs. Partners may request additional discounts through their AM. All non-standard requests for IronPort quotes will be routed to IronPort approvers in MDM. IronPort Quick Quote

86 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-86 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page Only IronPort specific discounts will be applied to IronPort quotes. IronPort quotes are not eligible for Cisco rebates. IronPort Quick Quote

87 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-87 * The screenshot above is for illustration purposes only. SKU Quantity will be aligned to the Quantity displayed on Items page After viewing the Discounts, click Save and Continue. IronPort Quick Quote

88 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-88 The Review and Submit tab opens. The page displays the summary view of the Deal and a snapshot of the quote. An informational message displays instructions to place an order post-approval. A Cisco legal disclaimer explaining the explains that the Quote is for budgetary purposes and prices and discounts will be verified at time of Order. The next step for the Partner is to submit the quote for approval by the IronPort Team. IronPort Quick Quote

89 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-89 Click “Submit Quote for Approval” and the quote is automatically approved. IronPort Quick Quote

90 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-90 Orders for approved IronPort quotes are placed with IronPort. No DARTs will be generated. IronPort quotes cannot be reopened if the status changes to Ordered. IronPort Quick Quote

91 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-91 To place an order, raise a Purchase Order using the current process and attach the CCW Quote. IronPort Quick Quote

92 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-92 Click the Export link to generate a PDF file to file and/or attach to the Purchase Order. IronPort Quick Quote

93 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-93 This concludes the Create an IronPort Quote from a Quick Quote scenario. IronPort Quick Quote

94 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-94 IronPort Renewals IronPort Renewals:  IronPort Renewals are initiated by the IronPort PSS  IronPort PSS creates the initial Renewal Quote  IronPort PSS shares the Quote with the Partner  Partner receives an email notification and can access Quote in CCW  Partner or IronPort PSS attaches a word/text document with the Serial Numbers to the Quote  Partner is required to include the Serial Numbers for the Renewal in the Notes field during the Quote Export Process

95 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-95 Not for Resale (NFR) Program Program Requirements:  For Partner internal use where product is used for demo testing in a “live” environment.  Open to ALL authorized partners. Regional channel plan rules apply.  Product owned and installed on Partner premises with no direct revenue generating function  Please contact your IronPort PSS for further information NFR and CCW  To apply for NFR, use Deal workflow  Select “Lab” for Intended Use on About Deal tab  Select IronPort Promotion and Submit for Qualification  When creating Quote, to search for NFR SKUs, enter “%NFR”.

96 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-96 Summary Benefits Create quote independently which accelerates opportunity to order cycle time Links to IronPort Price Book, guaranteeing accurate product IDs and pricing Quotes visible in CCW Additional Resources IronPort CCW User Guide (link) Quick Reference Guide (link)

97 © 2009 Cisco Systems, Inc. All rights reserved.Course acronym vx.x—#-97


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