Margin Builder. from Symantec. Margin Builder...from Symantec

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1 Margin Builder from Symantec 1

2 Agenda 1. What is Margin Builder Tool? 2. 5 Simple Steps to using Margin Builder! 3. Manual vs. Auto-approved workflow 4. How to get Symantec discounts on Margin Builder tool 5. Market Segment 6. Products available in the Tool: Security & Backup/Availability 7. Margin Builder tool Demonstration Deal Registration process 8. How to Submit a claim on Margin Builder Tool 9. Question & Answer 2

3 Margin Builder Tool what is it? Margin Builder is a deal registration program offering Partners the potential to earn additional upfront margins on qualifying SMB deals. Margin Builder is now available to all Partners registered on Symantec s Partner portal, PartnerNet. Directly accessible at it allows partners to increase their margin by a substantial proportion depending on their specialization status The incentive is delivered to the partner in the form of a discount authorized by Symantec and passed on by distribution. 3

4 5 Simple Steps to using Margin Builder! Identify a new License opportunity: Register your deal on the Symantec Margin Builder Tool The deal is auto-validated based on a simple set of criteria For eligible deals, the Partner will be issued with a Deal-ID for an Additional 10% or 20% Margin* depending on their status. Pass your Deal-ID to your Distribution Partner to claim your Additional 10% or 20% Margin 4

5 Manual vs. Auto-approved workflow 5

6 How to claim additional Margin: 6

7 Market Segment The integrated Symantec Licensing Programs are designed to streamline the purchase of Symantec software as well as support and maintenance services. These licensing programs offer the ability to earn greater discounts and to effectively track and manage software licenses. On Margin Builder tool you will find: Academic Program Express program Government program To find more information please click the below link: 7

8 Products available in the Tool: Security & Backup/Availability 8

9 Eligible Products - Security 9

10 Eligible Products Backup/Availability 10

11 Margin Builder Tool Demonstration Deal Registration process 11

12 Accessing Margin Builder, process 1: 12

13 verification Go to. The reseller address needs to be entered and validated This will query the PartnerNet user database If the reseller is in PartnerNet database: user is sent to claim form If the reseller is not in PartnerNet database: user is requested to register for PartnerNet 13

14 PartnerNet registration If address was not located in the PartnerNet database the user must register for PartnerNet before submitting a deal When a deal is submitted, it is kept at Open-Pending until the PartnerNet registration is either approved or rejected 14

15 Accessing Margin Builder, process 2: PartnerNet 15

16 Step 1: Go to. Click on Partners on the top menu Click on Login to PartnerNet on the right top menu 16

17 Step 2: Enter your login details. If you don t have an account please complete the Symantec Partner Application 17

18 Step 3: SMB Specialized Partners Click on Small and Midsized Business in the navigation bar on the right hand menu 18

19 Step 4: SMB Specialized Partners Click on Margin Builder Tool link 19

20 How to Submit a claim on Margin Builder Tool 20

21 Deal submit page Different introduction text as a Silver member has now accessed the site. It now states they will receive 20% as they are an SMB Partner As the address was verified in PartnerNet, the Tell a Friend tool auto fills this information 21

22 Deal submit page After entering your details, you need to enter either the end user company name or the end user postcode along with the end user country Once the end user details have been entered, the reseller will click search. This will search all companies that are within the Dunn and Bradstreet database 22

23 Deal submit page The D&B search returns as many results as possible according to the search criteria If the relevant reseller is not in the resulting list, the reseller has the opportunity to modify their search The reseller can manually enter the end user details if they cannot be found in the results list 23

24 Deal submit page If the end user does not appear in the search results, the reseller is shown this message Resellers are prompted to manually enter the end user information 24

25 Deal submit page The reseller has the ability to enter all end user details when clicking Manual Entry. The mandatory fields are: - End user company name - End user website - End user company postcode - End user company town - End user company countries - Market/Segment - Distributor When the Market/Segment is selected, the relevant products that are associated to this Market/Segment are produced 25

26 Deal submit page Before any products are presented to the reseller, a product category must be selected The discount % shown is in relation to the membership status as stated earlier in the process 26

27 Deal submit page Clicking on the solution area displays the appropriate products A simple bullet point list is presented to clearly show what products are available 27

28 Deal submit page The percentage is labelled with text explaining what it is for, this can be modified The selected products are clearly highlighted The reseller must select deal information: Licence type, Seat quantity and Maintenance The seat quantity can be selected by adjusting the slider or typing the amount of seat in the allocated box Before submitting the deal, the reseller must agree the T&C s. There is also a link for them to be downloaded If required the reseller can tick Remember me. This will keep them logged in on this specific computer, therefore no need to verify address again 28

29 Deal submit page Once the deal has been submitted, a pop up window appears. If Yes is selected, the user continues to the deal confirmation page. If No, is selected, they are directed back to the claim form 29

30 Deal submit page Step 4 of the 4 step process: deal confirmation page Confirmation that the deal has been approved Deal ID this must be passed onto the distributor and carried all the way through the deal. This is how we track deals and produce analytics on the whole program Each deal has a lifespan of 60 days. If it is not closed within this time period, it is auto expired. A reminder is sent to the reseller contact after 30 days If Remember me was ticked, you can view the claims you have previously submitted. Deals can be viewed for the whole company, but the user is sent to PartnerNet and required to sign in 30

31 Thank you! Symantec Margin Builder Helpdesk Copyright 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice. 31