PRM Partner View Managing Users 101209 · Avaya Inc. –Proprietary. Use pursuant to the terms of...

December 2009

PRM Partner View – Getting Started for New Users

Avaya Inc. – Proprietary. Use pursuant to the terms of your signed agreement or Avaya policy.

Enabling Partners

2

Objectives

Upon completion of this course, participants will be able to:

�Understand basic PRM functionality

�Successfully navigate within the PRM Partner View

�Perform key tasks associated with the PRM Partner View

Overview

The overall objective of this module is to communicate the functionality

available in the Avaya’s PRM Partner View application, and educate users on

how to navigate within the application

Note:

�Some capabilities may not be available immediately depending on geographic location.

�Speaker notes are intended to provide supplementary information and can be printed.


Agenda

3

IntroductionIntroduction

Basic NavigationBasic Navigation

My Profile SettingsMy Profile Settings

Additional PRM Partner View CapabilitiesAdditional PRM Partner View Capabilities

Partner AccountPartner Account

Support & Key TakeawaysSupport & Key Takeaways


Definition: PRM

Partner Relationship Management (PRM) enables our Partners and Avaya to work more collaboratively through best in class features and processes.

�Based on Salesforce.com platform

�Shared access by Partners and their CAMs

�Single source of information across Avaya and the ecosystem

�Improved online experience for Partners

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Definition: PRM Partner View

The PRM Partner View is a web-based PRM tool that streamlines communications and effort between Partners and Avaya. This tool has been designed to increase partner productivity around:

�Collaboration

�Managing customer and contact information

�Managing opportunity pipeline

�Accessible anywhere with Internet connection

�Access to information will be determined based on your role in your organization.

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What are the benefits of the PRM Partner View?

�Single, secure portal provides consolidated view of your corporate profile, sales activity and relevant content.

�Participating enables your company quicker access to information, allow you to request assistance, and position your organization for success.

�Over time, will simplify processes for the Channel ecosystem through better integration & collaboration.

Benefits

6

Marketing

Funds

Leads &

Opportunities

Avaya Sales

Centre

Partner

Profile

Business

Plan

Deal

Registration

PRM Partner

View

Reports

Partner

Finder

Know what

Training

you need


Agenda

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Basic Navigation

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In this section, the following functionality will be reviewed:

� Getting There: Login Instructions

� Home Page

� Tabs

� Search capability

� Recent Items

� Custom Links

� Partner Messaging

� Tasks

� Approved Requests


PRM Partner View Activation

� Upon activation, you will receive an email from [email protected] with your User ID and temporary password.

Getting There

9


How will partners log in to the PRM Partner View?

� In most cases, your User ID will be your email address.

� Follow the link to access the PRM Partner View.

� Follow steps to create your personal Password.

� Links will be posted on BP Portal

Getting There

10

Enter User Name and

Temporary password

provided in activation email


How is the data in the PRM Partner View organized?

After logging into the PRM Partner View, Partners immediately see the Home page. This screen provides links to all other pages, as well as a view of all current tasks.

Home Page Overview

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The information is organized by tabs and accessible through search functionality to provide easy visibility to key information.

Home Page Overview – cont’d

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Use the tabs to navigate with the application.

Search: Partners can look for specific leads, opportunities, tasks, contacts or accounts (available in the drop down).

Recent Items: Partners can quickly locate and view (up to)

the last 10 items worked.

Note: The visibility of tabs are determined by the user profile assigned by the PRM Admin..



Information specific to each partner is available on the home page.

Partner Users Call to Action: this section contains information that Avaya needs to

communicate directly to the partner.

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Welcome Box: unique links available to each partner.

Includes Company Profile, My Profile and Channel Account

Manager.

Partner Custom Links: Quick and easy access to training

available for Partners.



Partners are able to track and manage tasks directly through the home page.

Different views are available to enable to management of tasks.

Click here to create a new

task. Enter all

appropriate fields and click save.

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NOTE: You can only view tasks ASSIGNED to

yourself; though you may reference your

colleagues under contact and even ASSIGN tasks

to your CAM. You can see all your assigned

tasks by using the “All Open” view.



The approval request view provides partners with a summary of all submitted items with the ability to drill down into leads, business plan, etc for more detailed information.

The status of submitted items (i.e. leads) are available through the approval request view.

More detailed information can be found by selecting the link.

15


Agenda

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� Account Detail

� Contacts

Partner Account

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By selecting the Accounts tab, a partner user can view their company information*

Account Detail

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Your company Accounts will be

available in this section.

Views are predefined queries within a particular section of the application that help you filter results

NOTE: Visibility to the Accounts tab is limited to the PRM Admins. The only accounts you will be permitted to see are those pertaining to your own company. If your company has multiple locations on record

with Avaya, you may be permitted to see all those locations in the Accounts tab. Users may also select “My Company Profile” in theleft hand navigation to get to their company headquarters account.


My Company Profile: Ownership and Visibility

Account Detail – cont’d

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Many fields of your Company Profile (Account) are editable by Partner users who have Partner administration

profiles, other fields are editable by your Channel Account Manager [CAM].

Some fields and related lists cannot be edited by either the Partner or the CAM. These include Certification levels,

product authorizations (Channel Operations) and Hierarchies (PRM Admin).

If you wish to appear in the Partner Locator it is required that you must certify your data and indicate you agree to be

published in the Partner Finder. Your company may indicate your preferences in the boxes shown below which appear

on the Account Details section of your Company Profile.


My Company Profile: Partner Contact Fields


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The Primary Contact fields must be populated for your company. This individual may be contacted by Avaya and other

business partners regarding sales opportunities and may receive communications regarding Avaya’s channel program. .

The Primary Contact is a lookup from Contacts. If you want to change the Primary Contact to someone new, you will need

to create a new contact first (See p. 22).

The other critical information that will be essential as part of the Avaya Channel program include naming a:

•Sales Lead – who will be the primary individual from your company who will receive the Avaya generated leads and

assign them to someone in your organization.

•Business Development Manager – who will be the primary individual from your company who engages with your

Channel Account Manager to review and approve the annual business plan.

•MDF Approver – Your company may be entitled to participate in Avaya’s Marketing Development Funds program in which

Avaya may approve the use of funds for specific marketing related activities. If the CAM initiates an MDF request for your

company to take advantage of, the MDF approver will be the recipient from your company who will be responsible for

reviewing and approving the Fund Request and ROI commitment. Your company cannot participate in MDF unless an

approver has been named.

•The PRM administrator+ is the person who has edit capabilities to the partner profile and create additional partner users

and request additional visibility across your site locations. These three fields can be populated with the same contact.


My Company Profile: Promotional Messaging


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Ensure that the promotional messaging section is completed. The promotional message

appears in the Partner Finder search results.

The customer-facing promotional message appears on the Avaya.com website.


A new contact can be created for your company by navigating to the Contacts portion of your Company Profile. It is possible that a contact will serve more than one role depending on the account, opportunity, etc.

Contact Record

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After clicking the ‘Add Contact’ button, a form will appear where you

can enter a new contact.


Contact Record – cont’d

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These sections capture important information related to a new contact.

The Contact Roles are multi choice so one person can

have multiple roles and this information is used for targeted

emails, for example pricing contacts would be the person to

receive updates from Avaya on pricing information.

Process of adding a new contact is complete upon clicking save.


Contact Record – Enabling Partner Users

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• A contact needs to exist on your company’s profile before you enable Partner access to the

PRM Partner View

• A Contact is not automatically granted access to the PRM Partner View as a User; to grant

access, your PRM Partner Admin+ must enable them as a user.

• For further information on “Enabling Partner Users” login to the PRM Partner View, click on

the Content tab and search for PRM Administration Plus

•Refer to the following table for more information.


Partner User Roles & Profiles

•Partner User Profile Roles

Special Note regarding Business Plans and Marketing Fund Requests. Even though users from your company may have access to the Business Plan or

Market Funds section of PRM, each individual document is private. In order for an individual to view Business Plans or Market Fund Requests, the user

must be named as the approver for your company, or the owner of the document must have granted access to that specific document in PRM.

Provides same access as PRM Admin – Visibility Only[Account Name] Partner UserPartner – Read Only

Home Page, Ideas, Cases, Content, Workspaces, Subscriptions [Account Name] Partner ExecutivePartner – Content Only

Home Page, Leads, Ideas, Partner Finder, Cases, Content,

Workspaces, Subscriptions, Opportunities

[Account Name] Partner UserPartner – Sales

Provides same access as Partner – Sales; with visibility to all

partner sales users data

[Account Name] Partner ManagerPartner – Sales Manager

Home Page, Fund Requests, Fund Claims, Ideas, Partner Finder,

Cases¸ Content, Workspaces, Subscriptions

[Account Name] Partner ManagerPartner – MDF Only

Home Page, Leads, Business Planning, Fund Requests, Fund

Claims, Ideas, Partner Finder, Cases, Content, Workspaces,

Subscriptions

[Account Name] Partner ExecutivePartner – Business Planning & MDF

Home Page, Leads, Business Planning, Ideas, Partner Finder,

Cases, Content, Workspaces, Subscriptions

[Account Name] Partner ExecutivePartner – Business Planning

FULL ACCESS without the ability to create and manage partner

access licensing.

[Account Name] Partner ExecutivePartner – PRM Admin

Will have access to the following tabsPartner User RolePartner User Profile


Contact Record – Marking contacts for deletion

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Process of adding a new contact is complete upon clicking save.

Partners cannot delete contacts, you can however identify contacts that you would like deleted by

selecting from the status box Marked for Deletion. These are then picked up on a monthly basis in

Avaya by running a report and then are deleted from the system.

F None is the default setting.

F Active is used for all current Partners.

F Inactive would be used for Partners on long term vacation or maternity leave but who are still

working for the company.

F Marked for deletion would be used for duplicate entries or individuals who are no longer

working for the company.

Criteria for Success:

F Before creating a new contact, do a search first to avoid duplicates.

F Ensure you keep all contact information current.


Agenda

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My Profile Settings

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� Edit Profile Information

� Change Password


The ability to edit profile information is easily accessible through the home page.

Edit Profile

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Click on the button to edit partner information.


Edit Profile – cont’d

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After changes are made, click the save

button to view updates.


As previously shown, a custom link has been created to view user specific information.

Change Password

31

Click on the button to change your password used when logging in.

1 2

3


Agenda

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Additional Salesforce.com Capabilities

33


� Partner Finder

� Cases

� Content

� Short-cut Feature


The Partner Finder functionality enables collaboration among existing Avaya partners and with Avaya.

Partner Finder

34

There are two search options available to find other partners within Avaya.


Partner Finder – cont’d

35

Search results will display on the map directly within the application. These results will also be available in list form highlighting partners that match search criteria.


Partners can submit a case to document a problem, send feedback, or ask a question pertaining to Salesforce.com functionality.

Cases

36

Click on the button to createa new case.

Save the information to move forward.


Cases – cont’d

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Once all information has been saved, click the submit button to

send for review.

Submitted cases are visible on the case homepage.


You will be able to search, preview and download Avaya documentation.

Content

38

Ability to filtersearch results.

1

2

3

Searchfunctionality designed so

partners can find a wide range of documents.


There are times when you may find you wish to view multiple portions of the application at one time. You can easily open a new browser window (or tab) that displays a new screen so that you can view and toggle between screens.

Short-cut Feature

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Agenda

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Support & Key Takeaways

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� Point of contacts for support

� Additional training material


Support

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� Questions or concerns about your company’s profile, business plan, sales opportunities or Marketing Funds should be directed to your Channel Account Manager.

� If your company has not yet been enabled for access to PRM Partner view, please contact your Channel Account Manager to request access.

� If your company does have access, other individuals may contact their company’s PRM Administrator to gain access to the PRM Partner View, or to request a change in access.

� For technical assistance or applications issues, please submit a support case from within the application (see slides 33 - 34).


Key Takeaways

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Additional training is available at www.avaya-learning.com. By clicking this link and logging in with your user name and password, you will have access to material that will cater to your specific needs. Some training topics include:

Navigation,

Partner Basics,

Partner Basics +,

Adding New Users and many more

PRM Partner View Managing Users 101209 · Avaya Inc. –Proprietary. Use pursuant to the terms of...

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Transcript of PRM Partner View Managing Users 101209 · Avaya Inc. –Proprietary. Use pursuant to the terms of...