Creating a New Opportunity in PRM Partner View 11/4/14

Transcription

1 C R E A T I N G A N E W O P P O R T U N I T Y J O B A I D Creating a New Opportunity in PRM Partner View 11/4/14 Avaya Proprietary. Use pursuant to Company instructions Printed copies are not controlled. Refer to the latest version at Theatres/Channels All theatres Author/Owner Natalie Monteverde Audience/Roles Purpose Before You Begin Tools Partners This job aid describes how to enter a new lead using PRM Partner View Log in to PRM Partner View: Internet browser; SSO Access ID Update: Proof of Engagement is now required on all opportunity submissions. Please see the updated steps below to attach Proof of Engagement. General Overview: Opportunity Registration is a program that enables Partners to register new leads with Avaya, track and manage opportunities throughout the lifecycle and potentially qualify for program benefits. Opportunity Registration enables Partners and Avaya Associates to have full visibility into the Avaya funnel and facilitates the best possible strategy and decision making for the partnership. Opportunity Registration is a Global program, available to all Authorized, Silver, Gold and Platinum-level Avaya Partners, in APAC, CALA, EMEA and NA. The Partner that registers an opportunity first and is approved by Avaya will become the "Preferred Partner" for that opportunity. The "Preferred Partner" is the only Partner that is eligible for Opportunity Registration program benefits. Partners that register an opportunity after the opportunity has already been registered will become a "Registered Partner" for that opportunity. The Registered Partner is not eligible for Opportunity Registration program benefits. For the most current Opportunity Registration Policy Guide or the US/Canada Deal Registration Incentive Policy Guides go the Avaya Partner Portal under Avaya Connect. Process Steps to Create a New Opportunity: 1. Log into PRM Partner View Page 1 of 10

2 2. Navigate to the Leads tab and click to open Leads 3. Click on New button Page 2 of 10

3 4. Review the 4 Options for Leads Options and select the appropriate option and click GO. NOTE: Option 1 is the only option that gets the lead considered for the Opportunity Registration benefits. 5. Fill out the Opportunity Registration Form that opens. Lines with a red bar are mandatory fields. a. Note: Enter the full company name and address, do not use acronyms, abbreviations or PO boxes. Incomplete information may cause your lead to get rejected. b. Note: In the U.S., City, State and Zip Code are mandatory although not marked with a red bar. This will cause an error message on the next screen if this information is left out when the new opportunity is saved. c. Note: Use the magnifying glass symbol where available to look up possible options for that field. For example, Country must be entered the same way in the form as it exists in the tool. You can use the look-up tool to find United States. d. Note: Partners should enter Revenue at Avaya Price List. The tool will convert the revenue to Net Revenue automatically on the opportunity. e. Note: New required field: How are you ordering? Enter Tier 2 when both products and services are being ordered through a distributor. Enter Tier 1 when both products and services are being ordered directly from Avaya. If you are requesting a special bid and products and services are being ordered through different channels, please enter 2 separate opportunities. Page 3 of 10

4 6. Click Save at the top or bottom of the form when you done completing the form. Note: If you are completing a registration form under Option 2 or 4 once you click Save, you will see a new screen and then click Ready to Convert, which will submit the lead for review for Approval/Registered status. For this type of the lead, you are done. For option 3 leads, Save and then click the Submit for Approval button and you are done. 7. For Option 1 leads click Save and scroll to the bottom of the page and click New Proof of Engagement. Page 4 of 10

5 8. Enter the Name of the document in Proof of Engagement field. Any name is acceptable, although you may choose to use Proof of Engagement. Click Save. 9. Click Attach File. Page 5 of 10

6 10. Select the Proof of Engagement you wish to attach. Options are: /Meeting Notes from end-user meeting OR High-Level Design OR End-User Proposal OR Project Plan. You can download a suggested Project Plan Template from the Content tab in PRM Partner View. NOTE: Attaching a project plan at the time of registration to an opportunity $1M or greater is a requirement. Failure to submit an opportunity over $1M with a project plan will result in an initial notice of Registered Channel Partner status, including instructions in the comments field of that notice to re-submit the registration and attach the required project plan for further consideration. Click Attach File, wait for the document to attach and then click Done. Page 6 of 10

7 11. Return to the lead (by clicking on the lead name after the Lead ID field). You should now see the Proof of Engagement attached to the opportunity. If you do not, please repeat the steps to attach an opportunity prior to submission. 12. You now have the option to Edit the existing form before submitting it or Add a Site Location for Multi-Site Opportunities. Page 7 of 10

8 13. Once everything is correct on the form, your proof of engagement is attached and you have entered each desired site location, click Submit for Approval. A Pop-Up box appears on the screen Click OK. 14. Congratulations, you have just created a New Opportunity in PRM Partner View. a. A notification will be sent to the Approvers Queue to let them know a New Opportunity has been created and is ready for Approval. b. A notification will be sent you for your records, with a copy to your Channel Account Manager. c. Once the opportunity has been approved, you will receive a notification on whether you have achieved Preferred Partner or Registered Partner status for this opportunity. Note: If your opportunity is rejected due to missing or incomplete information, you will need to re-enter the opportunity as if it were a New Opportunity, starting from Step 1. d. The opportunity will have an automatic expiration date 180 days from the entry date, extendable by 180 days by approval. You will receive notifications when your opportunity is close to expiration so that you can take the correct action at that time. 15. If you need to Edit or Update your Opportunity in the future as it moves through the sales cycle, return to PRM Partner View and click on the Opportunities tab from the Home page to see all of your opportunities. NOTE: If you are ordering through a distributor (Tier 2) you will need to add the correct distributor after your lead is converted to an opportunity. Page 8 of 10

9 Click the Add Distributor Button as shown on top of screen shot Select the correct distributor and add them to the opportunity Page 9 of 10

10 Additional Resources Visit the Partner Portal: Partners Programs: Avaya Connect Partner Program: Financial Benefits PRM Partner View Content tab o Opportunity Registration Policy Guide o Enhanced Deal Registration Incentive Guide (US and Canada) o Job Aids: Creating and Submitting a New Lead in PRM partner View, Job Aid, PRM Admin Job Aids, Deal Registration Approval Request Reach out to your CAM for additional support Technical Support Create a case in PRM Partner View using the cases tab and submit specific questions Contact the Avaya Partner Help Desk at or at partnerhelp@avaya.com Contact Information For more information or questions on Opportunity Registration, please OppReg@Avaya.com. Page 10 of 10