1. Cloud / SaaS Quoting, Ordering, Subscription Management, and Invoicing
<PAL>
July 2015
Please display slide 1 as everyone is logging on to the call.
Good morning/afternoon everyone.
Thank you for joining our Cloud/SaaS High Touch Effort
The session will last 90 minutes.
My name is XXXXX and I will be taking you through this training today.

2. All names and data contained in this deck are simulated and non-factual.
Learn:
SaaS at a high level.
Operational benefits of SaaS for Customers, Partners, and Sellers.
How to create a quote in CCW for SaaS.
How to change subscriptions for SaaS.
Before we jump into the training content, I wanted to provide some background on the SaaS Program.
<Introduce role of PAL>
During this specialized, high touch partner engagement, I will be delivering training and providing collateral. I will be available to address any questions and concerns along the way. I will also be facilitating an adoption checkpoint meeting to allow you the opportunity to provide input into enhancing the lifecycle experience.
<Tailored per partner depending on decision with PDM: discuss how sessions will be conducted. 1 day versus over a week and provide dates. You can edit slide to accommodate the decision if desired>

3. Agenda 1 2 3 4 5 SaaS Program Overview Create and Share Quotes in CCW
Order via Distributor 3
Change Subscriptions in CCW 4
Support 5
We will begin with a high level introduction to SaaS, and then walk you through using CCW to quote, order, change subscriptions, access invoicing, and get support.

4. SaaS Program Overview
Before we dive into the actual ordering tool, let’s conduct a high level overview of the SaaS Program at Cisco

5. Software Operations Transformation
Needs
Research
Source
Market to Demand
Lead to
Opportunity
Idea to Offer
1. Pre-sales Simplicity
Thousands of SKUs simplified down to a few top-level offers
Dynamic configuration tool to easily choose/configure options
Purchase
Receive
Quote to
Order
Fulfill to Activation/ Provision
Use
Monitor to Usage
2. Billing Flexibility and Transparency
Ability to choose between pre-pay and monthly billing options
Usage and overage information clearly called out
Customer
and Partner Experience
Pay
Maintain
Repurchase
Renewal to Retention
Issue to Resolution
Invoice to Cash
3. Ongoing Ease of Doing Business
One tool for quoting, configuring, provisioning, ordering, and managing subscriptions
Retirement of legacy platforms
SaaS is part of Cisco’s larger Software Operations Transformation program. As we continue, I will provide more detail, but at a high-level this initiative will provide, among other things, pre-sales simplicity, flexible billing options, and an easier ordering experience.

6. What is SaaS?
Software-as-a-Service defined
A Software application delivered and managed as a service by Cisco (cloud provider) or a partner (cloud enabler).
Instead of acquiring the software as a license to run its own systems, the customer accesses the application/service through the internet (cloud).
Traditionally, software has been sold in the same manner as hardware. You purchase the software, purchase the license, then install and consume it on your own machine.
Software as a Service (SaaS) takes software and delivers it to an end user via the internet
Some example include:
– traditional model was to have a desktop client (ie Outlook); SaaS model is Gmail
Word processing – traditional model was to install Word on your PC; SaaS model is Google Drive/Google Docs

7. Features and Benefits: Traditional v. SaaS
Traditional Model
SaaS Model
Immediate ROI. “Pay as you grow”
Operating expense (more flexible)
Minimal integration and implementation cost and risk
No annual maintenance/support costs
No upgrade deployment costs
Software paid up front
Capital expense (less flexible)
Longer/costly integration and implementation expense & risk
Annual maintenance/support costs
Upgrade deployment costs
Highlight:
Ability to pay-as-you-grow
Increased flexibility due to OpEx model vs. CapEx
Costs related to implementation and maintenance are reduced

8. Moving to SaaS – Procurement Changes
SaaS Model
Traditional Model
Feature
Impact
Benefit
Number of SKUs drastically reduced
Fewer SKUs for you to know, track and manage.
- Simpler, easier, and more intuitive configuration and order methodology.
- More flexible terms and pricing.
- Dynamically change usage and service attributes as needed.
Provisioning in CCW instead of manual process
Instead of provisioning after the order is placed, creating delays, provisioning details are gathered at the time of order.
- Automatic and faster provisioning of order, 72 hours after order is fulfilled.
Quoting, configuring, ordering, invoicing and renewals via CCW
One seamless and integrated process instead of multiple, separate tools and methods.
- Reduced quoting, configuration, order, invoicing and renewal transaction errors. - Faster lookup and response to order history, invoicing and renewals inquiries.
Flexible billing options (recurring, auto- renewal, usage-based)
Avoid the need for leases (application, credit assessment, approval cycle) to provide flexible payment options.
- Greater flexibility for billing/invoicing on customer’s terms.
- Set and forget auto-renewals
Moving to a simpler, faster, and more flexible platform
Highlight the following:
Fewer SKUs
Faster provisioning
Flexible billing, renewal, and usage options

9. Cloud Collaboration Offer Summary
Licensing Models
Top Level Offers (Data Services)
Top-Level Offer
SKU
Sample Configuration Options
Description
Named User Access Offers
a-wx-named-user
Meet: Spark & Meeting Center (Cap* 25 / 200)
Support Center (Cap 5)
Event Center (Cap 100 / 500 / 1000 / 3000)
Training Center (Cap 30 / 200)
Meet: Spark & Enterprise Edition (Cap 200 / 1000)
Message: Spark & Hosted Jabber (Messenger
Individually license and assign all users
Pay-as-you-grow
Employee Count Offers
a-wx-emp-count
Meet & Message: Spark & Meeting Center Full Deployment (Cap 1000)
Meet & Message: Spark & Enterprise Edition Full Deployment (Cap 1000)
Message: Spark & Hosted Jabber (Messenger)
License all employees
Provide access to all users
Predictable annual spend
Pay for what you use
Active User Offers
a-wx-active-user
Meet & Message: Spark & Meeting Center Active User (Cap 1000)
Meet & Message: Spark & Enterprise Edition Active User (Cap 1000)
Message: Spark & Hosted Jabber (Messenger)
License a minimum percentage of all employees and true up based on actual usage
Provide access to all users
Pay for what you use
Port Offers
a-wx-ports
Meeting Center
Support Center
Specify a max amount of concurrent users
Many different offers are available in different capacity and renewal terms
Ability to use one top level SKU to configure a variety of services. In the past, we would need a separate SKU for each individual configuration, even if they were similar to an existing SKU
Spark is the first offer to be SaaS-only
*Cap = the max per meeting attendee capacity 17

10. Procurement Methodology – What’s Changing?
Quoting
Ordering
Subscription Management
Invoicing
Dynamic offer configurations – supports all SaaS offers and drastically reduces number of SKUs
Dynamic pricing – configure based on attributes (quantity, terms, pre-pay and auto renewal options)
Easy quote-to-order conversion
Transactions
Auto-provisioning is enabled for multiple products (including WebEx and Spark today)
Quicker turnaround on site availability
Each offer has pre-defined provisioning rules to help guide you through your configuration
Provisioning
Manage subscriptions directly in CCW – including processing change subscriptions easily and viewing usage data Flexible options allowing for no-touch auto renewals or initial term only (no renewal) based on what fits your needs
Management/Renewals
Billing & Metering – periodic payment options (monthly, prepaid)
Usage and overages will also be included
Invoicing
We have talked a lot about why we are moving towards SaaS, but let’s talk about what exactly is changing
Transactions:
Current state: A very large number of SKUs and complex ordering methodology
Future state: Using fewer SKUs and allow for dynamic configuration. More flexible terms/pricing
Provisioning
Current state: provisioning details gathered after order is placed. Long duration of time between order placement and actual provisioning
Future state: provisioning details gathered at time of order, then automatically provisioned 72 hours after order is fulfilled
Subscription Management
You can manage your subscriptions directly in CCW, including viewing usage details
Invoicing & Renewals: Both are new for SaaS/Subscription Billing. Will have option to bill/invoice on flexible terms. Will have option for overages. Will have option for auto-renewals.

11. SaaS – Partner Flow Quoting & Ordering Partner Action CCW
Talk to end customer to define order requirements and service needs
Share Quote and Service Description agreement with end customer
Get agreement from end customer to move forward
Use Provisioning Job Aid to acquire provisioning details from end customer
Partner Action
Quote & Configure services in CCW – configure based on what the customer wants
Submit quote in CCW and share with Distributor
Submit order to Distributor
*Share completed provisioning job aid with Distributor
CCW
Distributor Action
Distributor enters provisioning information and submits order in CCW
We’ll take a quick look at how you’ll interact with the end customer and the tool throughout the process, starting with Quoting & Ordering and through Subscription Management and Invoicing
Start out by talking to the end customer to understand what they want
Use CCW to quote & configure based on what they want, and then pass along the service description agreement before going back to CCW to submit the quote. Share the quote with your Distributor, and share the completed provisioning job with your Distributor.

12. SaaS – Partner Flow Subscription Management & Invoicing Partner Action
Send Invoice to Customer on a monthly basis
Monitor usage and communicate with customer to see if changes are needed
If auto-renewal option is not selected, share renewal with Disti
Partner
Action
Perform Upsells / Downsells in CCW and share with Distributor
CCW/ SFTP
Distributor Action
Access invoices in CCW (pdf) or SFTP folder (pdf/xml/xls)
Send invoice to 2-Tier partner
Submit Upsell / Downsell in CCW
Submit Renewal order in CCW
You can access invoices directly in CCW, or you can set up the secure folder to use for different formats
Monitor usage and overages and talk to the customer for potential changes, and transact any changes in CCW

13. Quoting in CCW
Now that we have completed a high level overview of the SaaS program model and the changes in CCW, let’s dive into how we create a quote in CCW
This is typically a big part of the pre-sale process.
*Good place to pause for questions*

14. SaaS – Transactional and Operational Process
Quoting
Ordering
Subscription Management
Invoicing
Quickly create quotes and estimates for your customers, and share with your Distributor.
Smaller volume of SKUs to navigate, guided configuration rules, and auto-filled information.
Easily add more users or expand product offerings to your existing subscriptions.
Utilize existing non-standard processes to gain approvals for flexible quantities, terms, and pricing (share quote and configuration easily with others).
Note that Cisco recommends using “Create Estimates” to create a configuration
Quoting and Configuration
End customer would like for all 500 of their employees to have access to schedule & host meetings, send/receive Spark messages, etc., but isn’t sure exactly how many will utilize the WebEx services. Monthly billing has been specified as the preferred billing option.
Scenario
The key thing to call out is that the Create Configuration functionality is going away in favor of Create Estimates. For this training, we will Create a Quote in CCW.
We’ll start out by sharing a potential scenario to mimic what an end customer would be looking for
In this case, they want for all 500 employees in their organization to have access to WebEx and Spark, and would like to be billed monthly

15. CCW Quote
Create Quote
Access CCW using the following link:
In the Deals & Quotes dropdown, click Create Quote. 1 1
This training session will assume prior knowledge and familiarity with basic CCW capabilities
In the interest of time, we will very quickly go over the basic CCW features and focus our time on the components that are new/exclusive to Cloud/XaaS
To create a Quote in CCW, go to the Deals and Quotes dropdown and select Create Quote

16. CCW Quote Create a Quote
Populate all required fields in the Deal Name, End Customer, and Partner sections as per the standard CCW process.
Click Create Deal. 1 2 1
This is standard CCW quoting
We will just fill in all the partner, customer, and billing details, then click create quote 2

17. CCW Quote About the Deal
Select the appropriate Intended Use, Deal Category, and Price List, and include any other “About the Deal” information as desired.
Click Save and Continue to proceed. 1 2 1
This is standard CCW quoting
We will just fill in all the partner, customer, and billing details, then click create quote 2

18. CCW Quote Additional Information
Add Install Information and Service To Information (Billing Information is optional).
Click Save and Continue to proceed. 1 2 1
This is standard CCW quoting
We will just fill in all the partner, customer, and billing details, then click create quote 2

19. CCW Quote Add a WebEx SKU 9
The following slides and screenshots are specific to ordering WebEx Spark offers. For other offers, please refer to offer-specific Ordering Guides.
Type in the entire SKU and click Add.
Note: SaaS SKUs are hidden and will not be auto-populated.
SKU is added to the Quote. A warning triangle will display advising you to configure.
Select your Buy Method.
Click Select Options to configure your SaaS offer. 1 2 1 3 4 2 3 4
This is where things start to change for Cloud/XaaS
We will type in a SaaS SKU in box 1. (Refer to slide 7 for a list of SKUs. There is a hyperlink at the bottom right corner of the slide to jump back and forth.)
Since we are in pilot, the WebEx SKUs will be hidden. They will not autocomplete, so we will have to type out the entire SKU
Click “Add”
Please also note the red warning triangle around Box 3. This indicates that the SKU is not properly configured (in this specific case, not configured at all)
Click Select Options to configure the offer. This will break us out to dynamic config 9

20. CCW Quote Dynamic Configuration: Terms & Payments1
Click the calendar icon and choose a Start Date.
Select the Initial Term.
Select the Auto Renewal Term.
Select your preferred Billing Model option.
The available options may vary by offer.
Note: Configuration options will vary by offer type and may vary by country. Guided messaging is available to help you with the configuration.
To make a selection outside of what is shown, please contact your AM and follow the Non-Standard Deal Approval process. 2 3 4 2 1 3 4
We are now in the Dynamic Config tool. The left side of the page is the navigation pane and the right side is where you fill in the information required. As you update the right side, the left hand pane will update.
In this training session, we will focus on the tool itself rather than the offers. For offer specific questions and clarification, please refer to the ordering guide or talk to your PDM/AM.
Please keep in mind that any quote that can be configured using this tool will be considered a standard deal. Selections outside these boundaries will be considered non-standard and you will have to work with your AM.
There are multiple Billing Model options, including prepaid term, monthly, quarterly, and annual billing. Not all offers will have each option available.

21. CCW Quote Dynamic Configuration: Spark Meet with WebEx1
Click Spark Meet with WebEx.
Enter number of employees.
Select the Spark Meet Option.
Enter number of users to see list price.
Overage will default into configuration. To remove, click the Trash Can icon.
Select Video Meeting Type.
Enter number of users to see the price and add to configuration.
Note: As you make selections on the right, your configuration builds on the left. 2 3 4 2 5 1 3 6 7 4 5 6
Once again, in order to make this guide more interactive and less repetitive, let’s not focus on the details of each offer configuration. Eg. Don’t try to define meeting center vs enterprise edition
Quickly walk through the steps shown on the slide
Make a special callout to box 5 – note that overages are automatically added for meeting attendees. To remove overages, use the trash can icon to the right side of box 5. 7

22. CCW Quote Dynamic Configuration: WebEx Storage Add On1
Click WebEx Storage Add On.
50 GB is included by default for Active User.
Enter the amount of additional storage to add to the configuration.
Storage Overage in enabled by default; click the Trash Can icon to remove. 2 3 2 4 1 3 4
Continue walking through the configuration details as listed on the slide deck
Make special note that this offer (Active User) comes with 50 GB of storage. Some offers come with 10GB
Additional storage is in increments of 50 GBs
Similarly to attendees, additional storage is enabled by default. Use the trash icon to remove.
This is usually a good spot to point out that the Subtotal value on the bottom left of the screen is dynamically updating as we select new options

23. CCW Quote Dynamic Configuration: WebEx Audio Add On1
Click WebEx Audio Add On.
To add Event Center Audio Broadcast to the configuration, click the Plus icon.
Select an option from the Additional Audio Types and continue to configure your offer. 2 3 2 1 3
Continue walking through the configuration details as listed on the slide deck

24. CCW Quote Dynamic Configuration: True-Up Billing1
Select from Committed, Uncommitted, or True- Up billing.
Note: True Up billing is not available for all offers.
True-Up Billing allows you to be billed based on the difference between the committed value set at time of order, and the sum of the accumulated invoice during your true-up term based on actual usage.
This will appear in the subtotal view of your order as the following:
Recurring charges represent all lines where charge type is ‘Recurring’ and License Model is not ‘Committed Billing’.
Committed Spend will equal the sum of all lines where Charge type is ‘True Up’ or License Model is ‘Committed Billing’. 1
We won’t go through every single configuration option, since they will vary by offer.
We’ll use the Active User offer as an example to show the True-Up billing option. True-Up Billing allows you to be billed based on the difference between the committed value set at time of order, and the sum of the accumulated invoice during your true-up term based on actual usage. For further details on true-up billing, please reach out to your PDM/AM.

25. CCW Quote Complete the Dynamic Configuration1
Click Done. This will validate and save the Configuration, completing the Configuration process.
Note: If the configuration is not valid an error message will display. Make necessary corrections and click Done again.
When we are done configuring our offer, we can use the left side navigation pane to review the options we have selected.
The subtotal amount shown is before any discounts are taken into consideration.
Click Done once satisfied with the quote configuration. 1

26. CCW Quote Accept Terms & Conditions Read through Terms and Conditions.1
Read through Terms and Conditions.
Click Return to Configuration to modify current Configuration if necessary.
Click Done to accept Service Description & End User License Agreement and finalize your Configuration.
Note: Ensure your configuration is complete and valid. After continuing, you can change only the Start Date; you will have to reopen the quote to make other changes to your configuration. 2 3 1 2 3
These messages have a yellow diamond icon next to them – meaning they are just warnings. They will not stop us from completing the order.
Remember to pass along the Service description and License agreements to the end customer. Click Return to Configuration if you would like to change any of the selected options, or click Done to finalize your Configuration.

27. CCW Quote Save & Continue Configuration is Valid.1
Configuration is Valid.
Quote summary of selected options and extended list price is displayed. To edit terms and payment, click the pencil icon.
Click Save and Continue to save and to move to Discounts & Credits. 2 3 3 1 2
We have now exited the dynamic config tool and are back in the standard CCW Quoting page
Please call out that the red triangle icon is no longer present in our quote – meaning our quote is valid
Click Save and Continue when ready

28. CCW Quote Discounts & Credits1
Pricing information is displayed in the Discounts and Credits tab. Click the Plus icon to expand the configuration and display the minor lines.
You can select different View By options from the drop-down menu.
Scroll to the bottom of the screen and click Save and Continue.
Note: Discounts, lead time and final pricing information are only available for items fulfilled through Cisco. Contact your distributor for the final pricing details. 2 3 2 1
We can now view all of the discounts that the partner is eligible for
Expand the details by clicking on the plus sign logo.
We can use the view by dropdown to filter the list of discounts
Click Save and Continue once you have reviewed the discounts 3

29. CCW Quote Review and Submit1
Review the quote details in the Review and Submit tab.
Click Submit Quote for Approval. 2 1 2
This is part of the standard CCW quoting process
Review the quote and click submit quote when ready

30. CCW Quote Quote Approval1
Click Share to share the approved quote with your Distributor.
Note: Standard quotes are automatically approved. Any non-standard quotes require additional approval – contact and share the quote with your Account Manager.
Since this is a standard quote, it is automatically approved. Non-standard quotes have to go through your account manager
This is the end of the SaaS quoting process. The next step is converting this quote to an order.
*Good spot to ask if there are any questions in the process thus far* 1

31. CCW Quote Quote Approval1
Select Yes or No for whether or not you would like to grant your Distributor edit access.
Populate contact details as desired.
Lastly, Click Save to continue. 1 2
Since this is a standard quote, it is automatically approved. Non-standard quotes have to go through your account manager
This is the end of the SaaS quoting process. The next step is converting this quote to an order.
*Good spot to ask if there are any questions in the process thus far* 3

32. Ordering in CCW Quickly move to next slide
Now that we’ve covered the Quoting & Ordering process, we’ll talk about managing your subscriptions in CCW

33. SaaS – Transactional and Operational Process
Quoting
Ordering
Subscription Management
Invoicing
After sharing quote, Distributor will place the order on behalf of the Partner.
Share end customer provisioning information with your Distributor.
Ordering
Partner has submitted the quote and shared with their Distributor. The Distributor will place the order.
Scenario
Quickly flash slide to frame what will be covered in this section
In this section, we will discuss the subscription management capabilities available to you in CCW, including the ability to Search your subscriptions, Upsell, Initiate a Downsell, Replace your subscription, initiate the Cancellation process, and view usage data and invoices
To continue the scenario we’ve been talking to, in this case the customer has increased their employee headcount and needs to update their subscription accordingly

34. Manage Subscriptions in CCW
Quickly move to next slide
Now that we’ve covered the Quoting & Ordering process, we’ll talk about managing your subscriptions in CCW

35. SaaS – Transactional and Operational Process
Quoting
Ordering
Subscription Management
Invoicing
Manage subscriptions directly in CCW – including processing change subscriptions easily
Simplified upsell and replace subscription process, all in CCW
View usage data, invoices, and more in the CCW Subscriptions tab
Subscription Management
Customer has been using their SaaS product for a few months now and has experienced a change in their company. Due to rising employee headcount, they would like to view their usage data and increase their amount of users specified.
Scenario
Quickly flash slide to frame what will be covered in this section
In this section, we will discuss the subscription management capabilities available to you in CCW, including the ability to Search your subscriptions, Upsell, Initiate a Downsell, Replace your subscription, initiate the Cancellation process, and view usage data and invoices
To continue the scenario we’ve been talking to, in this case the customer has increased their employee headcount and needs to update their subscription accordingly

36. Manage Subscriptions Subscriptions Tab1
Hover over the Subscriptions tab and click on Cloud/SaaS Subscriptions. 1
Hover over the Subscriptions tab, and select Cloud/SaaS Subscriptions

37. Manage Subscriptions Search Subscriptions1
Hover over the Calendar icon to view the date the subscription is scheduled for renewal. The number of Days to Renewal is also called out.
Click the Subscription to edit/modify and view detailed subscription information.
To search, select a search criteria and search term, or click the Advanced Search option. 2 3 3 2 1
Within the new Subscriptions tab in CCW, you are able to easily view renewal information and search for your existing SaaS subscriptions
Hover over the calendar icon to see the date the subscription is up for renewal
You can select your search parameter and submit the exact text, or use the Advanced Search feature to find a specific subscription using a variety of search parameters, including Bill-to ID, End Customer, and Site URL

38. Manage Subscriptions Edit/Modify Subscription1
Click Modify/Renew to begin the Change Subscription process. 1
After searching, select the subscription you would like to change and click “Modify/Renew” to proceed with the Change Subscription process

39. Manage Subscriptions Upsell1
After clicking Click to Modify from the list of subscriptions, the selected subscription displays in the Items tab.
Click Change Options. 2 1
We will begin by going over the Upsell process
This screen should look very familiar to what we saw in the Quoting process
Notice your existing subscription is already populated; to change it, we will go into the Dynamic Configuration tool by clicking “Change Options” 2

40. Manage Subscriptions Upsell (cont.)3
To make changes to Terms and Payments, check the box next to Change the terms of my subscription.
Under Configuration Summary, click the category to make changes to. 4 3 4
We are now back into the Dynamic Config tool
To make any changes to the Terms and Payments section, check the box that reads “Change the terms of my subscription”
Using the Configuration Summary on the left hand side, navigate to the section you would like to change as part of the Upsell
For this example, we will click on Conferencing

41. Manage Subscriptions Upsell (cont.)5
To change quantity in an upsell, enter a new, higher quantity (in this example, quantity is updated from to 1500). Click anywhere on the screen to update the quantity. 5
Here, we will increase the quantity of Enterprise Edition users from 1000 to 1500
Clicking anywhere on the screen after typing will update the quantity

42. Manage Subscriptions Upsell (cont.)6 6
A message displays to inform you when the subscription changes will take effect.
Follow the steps as outlined in the CCW Quoting section to make any other changes to the subscription.
Click Done.
In the Done Messages dialog box displayed, click Done. 7 8 9 8 9
After making a change to the subscription, a message will appear to inform you when the subscription changes will take effect
Once you have made all desired changes, click the Done button in the Configuration Summary
Just as before, the Done Messages will appear – it is very important to note that you need to pass along the Service Description and License Agreement to your End Customer
Click Done to complete the changes to your subscription and return to the Items tab

43. Manage Subscriptions Upsell (cont.)
You can click Change Options to verify changes.
Click Save and Continue and complete the quote. 10 10
You can click Change Options once again to verify the changes you have made
Click Save and Continue and complete the quote following the same process as before
Using only CCW, you have now completed the Upsell process

44. Manage Subscriptions Downsell In the Items tab, click Change Options.1
In the Items tab, click Change Options.
Note: To initiate a downsell, you follow the same process flow as for an upsell. Click Change Options, increase an amount marginally in the configuration, and then share the deal with your AM stating the details of your desired downsell. Work with your AM to process the downsell.
Unlike the Upsell process, which can be performed fully in CCW, you can only initiate the Downsell process in CCW
Follow the exact same process as you would to perform an Upsell, increasing a quantity in the Configuration by a marginal amount, and then share the deal with your AM
You will be able to complete the downsell process by working with your AM 1

45. Manage Subscriptions Replace1
In the Items tab, click Replace Subscription to choose a new Subscription.
We’ll now go over how to replace your subscription with another offer
In the Items tab, click Replace Subscription to begin the process 1

46. Manage Subscriptions Replace (cont.)1
Click the Subscription you would like to switch to.
Click Use Selected Offer to proceed. 2 1
Choose one of the subscriptions from the populated list, and click Use Selected Offer to proceed 2

47. Manage Subscriptions Replace (cont.)1
Click Back to Items Page and follow the process as outlined starting from Slide 16. 1
After selecting your new offer, click Back to Items Page
Configure your offer using the same process as before and proceed to complete the Replace Subscription process

48. Change Subscriptions View Subscription Details1
Click Details to view subscription details for both major and minor lines. 1
Back in the Subscriptions tab, select Details to view subscription details at the top of the screen, as well as by major and minor line

49. Change Subscriptions View Usage Details Click Usage.1
Click Usage.
Click any of the items in the Summary section to update the graph.
Select the Billing Cycle and usage type you would like to View Details By.
Usage Details will be populated based on your selection. Click Download Excel to export. 2 3 4 1 2 3 4
This is a net new functionality in CCW – you can now view Usage details for your subscription
Click any of the options under the Summary section to edit what is shown in the graph
The usage details shown below vary based on your selection of the Billing Cycle, which automatically shows the previous 13 months by default, and View Details By fields
You can export the Usage Details by clicking the Download Excel icon

50. Change Subscriptions View Payment and Contact Details1
Click Payments and Contacts.
Edit Contacts and Contact Information in the Contacts and Addresses section. 2 1 1 2 3 2
[No callouts for payment details since paying with Credit Card is not currently an option.]
You can edit Contact information directly in CCW

51. Support
Now that we’ve covered how to use CCW for SaaS, we’ll quickly touch on how to receive support

52. SaaS Support Where do I go for Help?
Go to SaaS Subscriptions Community Page
For Subscription Based Billing system or Spark questions, please contact
For customer contract migration questions, please contact
For all other WebEx program or procurement questions, please contact
For an issues you encounter, thbringnere is a robust support model in place
You can use the links on the Partner Central page to open cases for pre-sales and post-sales support
Alternatively, you can reach out directly to your GAL – in this case, that would be me
We also have an FAQ you can reference at any time; we’ll constantly be updating the FAQ, and the link provided will always take you to the latest version
Thank you for your time today. Feel free to ask me any questions!