Theatres/Channels All theatres. Indirect channel. Author/Owner

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1 Getting Started - Partner PRM Administrators Day 1 December 2011 Avaya Proprietary. Use pursuant to Company instructions Printed copies are not controlled. Refer to the latest version at Rev: Dec Theatres/Channels All theatres. Indirect channel. Author/Owner prmadmin@avaya.com Audience/Roles Purpose See Also Before You Begin Tools All company PRM Administrators [Usually PRM Admin + profiles], but is useful to other profiles To describe the Day 1 activities primarily for PRM Administrators with the PRM Partner View. Content in Sales Force for other PRM topics Log in to Avaya s PRM Partner View. Internet browser Overview Welcome to Avaya s PRM Partner View. As part of the Day 1 setup process, a set of activities must be performed to ensure your company and contact information is accurate and up-to-date as you begin utilizing the PRM tool. It is essential for you to complete the following steps: Review your company information Review your contacts Assign contacts to key roles Certify your company information is accurate Specify whether to publish your company in Partner Finder Topics Log in to the PRM Partner View Review and Update Account Information Review and Update Contact Information PRM Partner View Access Assigning Partner Contacts Assigning a Primary Contact Specify a Price contact

2 Certify and Publish Company Profile Assigning an Authorized Signatory Appendix One Partner Help desk Contact Information Log in to the PRM Partner View The Partner PRM Administrator should already have applied for access to the Single Sign on for the Avaya tools and systems To log in to the PRM Partner View: 1. Click on the url below and you will be prompted to enter you SSO access ID. Note If you are already logged in, you would be taken directly to the Home Page in PRM Partner View 2. Complete the SSO Login Information provided to you by Avaya this will take you to the Home page in PRM Partner View Page 2 of 12

3 Review and update account information: 1. From the Filter bar on the left side, click on My Company Profile under your name. Note: If you get a message that says Insufficient Privileges, call or send to the Avaya Connect Partner Helpdesk partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com Note: Full details including phone numbers and language preferences for the Partner Help desk can be found in Appendix One or the Avaya Connect Partner Help desk fact sheet When contacting the Avaya Connect Partner Helpdesk, please specify your name, company name city, state, Link ID and explain the nature of the problem. From the account information, review the following fields for accuracy: Company Name Address City Country State/Province Postal Code Phone Primary Contact Name Primary Contact Phone Primary Contact 2. If any of the information is incorrect, click on [Edit] and update the information. Not all information is editable. If you require a change to a non-editable field, call or send to the Avaya Connect Partner Helpdesk partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com with a description of the required change and the Link ID of the account. Page 3 of 12

4 3. Click on [Save]. Review and Update Contact Information After you have reviewed and updated your company information, you can begin the same process for your contacts and update accordingly. To review and update contact information: 1. From the account record, scroll to the Contacts related list and click on Go to list (x) >> link to view all of your contacts. If you have five or fewer contacts all will show on your company record and this link will not be visible. 2. Review the list of contacts for the following: Duplicate contacts Contacts who have left your company Contacts displaying or a blank address 3. If any of the information is incorrect, click on [Edit] and update it. 4. If there are duplicate contacts or contacts who have left you company the status should be updated to marked for delete, this will remove the contacts from your account. [See note] 5. Add any new contacts, as necessary. 5.1 Click on add contact ensuring you complete all required fields and as many other fields as possible, once entered ensure you click on Save to keep the record Note 4: The PRM Administrator should take immediate action when an individual leaves their company. PRM Admins should mark the contact for delete this will remove the contact record and User record from your account, If at all unsure how to do this send an to partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com PRM Admins are also asked to send a request to remove the associate from the partner company s training records by ing the Avaya Learning Helpdesk at Avaya.u.helpdesk@accenture.com. These steps are important to ensure the individual s records are no longer associated with the partner company, and the partner s funnel is protected from access by a non-employee. Page 4 of 12

5 If you don t see all your contacts or are having problems updating any contacts, call or send to the Avaya Connect Partner Helpdesk partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com PRM Partner View Access For access to PRM Partner View, other individuals who require access will need to follow the same process as you have the following steps (which is the same process as you have completed) 1. Ensure the person requiring access has a contact record on your company Link ID;.under your account record 2. Ensure the person has created an SSO ID by following the following step: Go to 3. Click on Don t have a login, > Sign Up Page 5 of 12

6 4. The new contact will need the Link ID for the account shown in my company profile under the company name.. 5. Once the SSO registration is complete they will receive an (from confirming they have been successful. 6. Once your Associate has a user record for SSO you can either send the confirmation to the Partner help desk or 7. You can create a contact record in PRM Partner View if one does not already exist and then click on the hyperlink at the bottom of the contact record in the Custom Links as shown below and create a case which will be processed by Avaya and then you will be notified when it is completed. 8. It is important that your colleague / associate already has access to SSO as otherwise the process will be delayed If they are any problems with visibility or access call or send to the Avaya Connect Partner Helpdesk partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com Assigning Partner Contacts There are four key contacts for your account these four individuals need to be established with access to PRM Partner View using the process outlined below for all four key contacts and with the correct profiles to perform the duties required these are: Sales Lead Business Development Manager MDF Approver PRM Administrator The prime contact for all Leads and Opportunities The individual who approves Business plans sent to you by your account Manager The prime contacts for all marketing Fund requests and updates The individual responsible for ensuring you Account information is accurate Note: One person can have more than one role. As you can see in the example above these can be the same or different individuals To assign a Partner contact [example shown Business Development Manager] 1. From your company information, click on [Edit]. Page 6 of 12

7 2. From the Business Development Manager field click on the Lookup button. 3. Locate the name, then click on [Go!]. 4. Click on the name to insert it. 5. Click on [Save]. 6. The same process can be followed for the other 3 key contacts 7. Remember they MUST have access to PRM partner View as a User for you to be able to look them up, you can verify if they are a User by seeing if they have PRM Portal User ticked on their contact record as show below If they are any problems with setting up the key contacts call or send to the Avaya Connect Partner Helpdesk partnerhelp@avaya.com or for the APAC Partner Help Desk is appartnerhelp@avaya.com Assigning a Primary Contact A Primary Contact should already be established for your account, along with the PRM Administrator via the Application and Approval process completed by Avaya based on the information submitted on your company s application to become an Avaya Partner.. This should already be established for your account as should the PRM Administrator via the on boarding and approval process completed by Avaya. However, the primary contact does not have to be a PRM Partner View User. However, they MUST be a contact in the PRM system. This is updated in the same way as the other key contacts and the address will be changed when you save the record Specify a Pricing Contact Once you have finished reviewing and updating contacts, ideally you need to specify at least one of them as the Pricing Contact. This is essential for Partners with a direct contract with Avaya; to ensure that your company will receive price notifications as appropriate. To specify a pricing contact: Page 7 of 12

8 1. From the account record, scroll down to the Contacts related list and click on the name you want to specify as the pricing contact. 2. Scroll to the Contact Roles section and see whether the Pricing Contact box is checked. If checked, the contact is already specified as Pricing Contact. If not checked, complete the rest of these steps. 3. Click on [Edit]. 4. Check the Pricing Contact box. 5. Click on [Save]. Certify and Publish Company Profile After you have completed the review of your company and contact information, you must certify that you have reviewed all of the information and that it is accurate. Additionally, you may opt to list your company in Avaya s Partner Finder search tool. To certify and publish your Company Profile: 1. From the Home tab of the PRM Partner View, click on My Company Profile to return to your company information. 2. From your company information, click on [Edit]. Page 8 of 12

9 3. Check the box next to Partner certifies their data is accurate to mark that you have reviewed all of your company and contact information and that you certify it is accurate. 4. Check the box next to Partner agrees to be in Partner Finder to indicate that you want your company to be published in Avaya s Partner Finder. 5. Note: You will NOT be displayed in either the Partner Finder or Partner Locator until have completed one company Sales credential, this could mean having two individuals trained and certified with a sales credential 6. Click on [Save]. Page 9 of 12

10 Assigning an Authorized Signatory Avaya is a limited sales agent for certain DevConnect Partners for the Select Product Program (SPP) portfolio; currently available in the United States (US). Avaya partners within the US wishing to become authorized to resell the SPP portfolio must accept the Select Product Program Terms and Conditions. These terms and conditions are accessed via the Partner Portal Home page at the Register for SPP link. This link directs the user to PRM Partner View for review and acceptance of the terms and conditions. User requirements for accepting the SPP Terms and Conditions within PRM Partner View are as follows: - User must be a contact under the Headquarters Location Type - User must be assigned the Authorized Signatory Contact Role The PRM Administrator will need to assign the Authorized Signatory Contact Role to the PRM Partner View user within the partner company (Headquarters) who has the authority to bind the partner to the terms and conditions. Page 10 of 12

11 Appendix One Partner Helpdesk Contact Information Whether or phone calls are your preference, Avaya is ready to support you using whatever media you choose. To make communication even easier, we have aligned language support to specific telephone numbers and addresses. in Your Language of Choice Language Address Associated Help Desk Deutsch (German) English Francais (French) Avaya Connect Partner Italiano (Italian) Helpdesk Portugues (Portuguese) Russian Espanol (Spanish) Chinese English Japanese APAC Partner Helpdesk Korean Or Call Us Using Your Preferred Language Theater Country Contact Number Language Europe, Middle East & Africa Belgium (Dutch) Dutch Belgium (French) French Czech Republic France Germany English, Spanish, Portuguese, Hungary French, German, Israel Italian, Russian Italy Netherlands Poland Russia South Africa Spain Sweden United Kingdom English, Spanish, Portuguese, French, German, Italian, Russian Associated Helpdesk Avaya Connect Partner Helpdesk All EMEA countries Switzerland French Switzerland German Page 11 of 12

12 Theater Country Contact Number Language North America, Caribbean & Latin America* Asia Pacific All Australia China Hong Kong India** Indonesia** Japan Malaysia New Zealand Philippines Singapore South Korea Taiwan Thailand** Vietnam English, Spanish, Portuguese, French, German, Italian English, Japanese, Korean, Mandarin Associated Helpdesk Avaya Connect Partner Helpdesk APAC Partner Helpdesk **Available only from phones with IDD facility. Page 12 of 12