Small and Medium Business Margin Builder Tool
MARGIN BUILDER – STEP BY STEP GUIDE 2014 - EMEA
Margin Builder...from Symantec - EMEA
1
Agenda • • • • • • • •
What is the Margin Builder tool? 5 Simple Steps to using Margin Builder! Market Segments / Licensing Programs Products available in the SMB tool: Security & Backup/Availability Margin Builder tool demonstration: The Deal Registration process Email verification process Accessing Margin Builder via PartnerNet How to submit a deal on the Margin Builder tool
Margin Builder...from Symantec - EMEA
2
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 www.marginbuilder.com; 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.
Margin Builder...from Symantec - EMEA
3
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* *Symantec will provide sufficient discount to the Distributor to enable them to offer you an additional recommended discount as outlined above. Any actual pricing will ultimately be as agreed between the Distributor and you.
Margin Builder...from Symantec - EMEA
4
Market Segments… Licensing Programs •
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 follow the below link: www.symantec.com/en/uk/partners/licensing/index.jsp
Margin Builder...from Symantec - EMEA
5
Products available in the SMB tool: Security & Backup/Availability
Margin Builder...from Symantec - EMEA
6
Eligible Products - Security More info at… https://marginbuilder.partnermarketing.com/page/how-it-works
Margin Builder...from Symantec - EMEA
7
Eligible Products – Backup/Availability More info at… https://marginbuilder.partnermarketing.com/page/how-it-works
Margin Builder...from Symantec - EMEA
8
Margin Builder tool demonstration: The Deal Registration process
Margin Builder...from Symantec - EMEA
9
Email verification process… Validation step Go to…. www.marginbuilder.com •The partner email address needs to be entered in order to validate the user •This will query the PartnerNet user database •If the partner is in PartnerNet database user is sent to claim form •If the partner is not in PartnerNet database user will have to register on PartnerNet in order for the deal to be approved •You can also access your deals by logging in through PartnerNet: http://partnernet.symantec.com
Margin Builder...from Symantec - EMEA
10
Accessing Margin Builder via PartnerNet
Margin Builder...from Symantec - EMEA
11
PartnerNet login Go to…. www.symantec.com Click on 'Partners' in the top menu •Click on 'Login to PartnerNet' on the right-hand side menu
Margin Builder...from Symantec - EMEA
12
Choose Your Destination
You can also select the 'PARTNERS' link from the pop-up menu at the beginning! Margin Builder...from Symantec - EMEA
13
Next steps…
Enter your login details. If you don’t have an account please complete the Symantec Partner Application form
Margin Builder...from Symantec - EMEA
14
Specializations… Specializations: to find out more follow this link.
Margin Builder...from Symantec - EMEA
15
SMB Opportunities… SMB Specialized Partners: Click on the '## Opportunities' link to reach the Symantec Margin Builder tool
Margin Builder...from Symantec - EMEA
16
How to submit a deal on the Margin Builder tool
Margin Builder...from Symantec - EMEA
17
Deal submit page – Step 1: Validate
Please insert your email and click on 'Validate'. If your company is already registered in PN you will be able to register a new deal opportunity.
Margin Builder...from Symantec - EMEA
18
Deal submit page – Step 2: About you Different introduction text depending on your specialization status. This states that the partner is at 'Registered' level in the Symantec Partner Program (SPP)
After verifying your details, the tool automatically populates your company name, your email address and your country
You will then need to select the relative Market Segment / Licensing program, the Distributor, and if relevant, a Symantec marketing lead reference code. You can tick the box 'I don’t have an activity code' if you are not in possession of one
Margin Builder...from Symantec - EMEA
19
Deal submit page – Step 3: The customer
To search for your customer, you need to enter either the End user company name and the End user company postcode along with the End user company country. N.B Postcode and website are not mandatory fields
Margin Builder...from Symantec - EMEA
20
Deal submit page – Step 3: The customer
The D&B search returns as many results as possible according to the search criteria
If the relevant End User is not in the resulting list, the partner has the opportunity to modify their search
The partner can manually enter the End user details if they cannot be found in the results list
Margin Builder...from Symantec - EMEA
21
Deal submit page – Step 3: The customer
If the End user does not appear in the search results, the partner is shown this message
Partners are prompted to manually enter the End user information
Margin Builder...from Symantec - EMEA
22
Deal submit page – Step 3: The customer
The partner has the ability to enter all End user details when clicking ‘Manual Entry’. The mandatory fields are: End user company name End user company postcode* End user company country End User company town *Postcode is mandatory when submitting a deal manually
Margin Builder...from Symantec - EMEA
23
Deal submit page – Step 4: The products
A simple bullet point list is presented to clearly show what products are available. The list of eligible products for the SMB tool can be found by following this link: http://www.emea.symantec.c om/info/margin_builder/eligib le_products.html
The product categories can be expanded and shrunk as desired. Simply click on the 'View more' and the 'View less' buttons
Margin Builder...from Symantec - EMEA
24
Deal submit page – Step 5: Configure products The selected products are clearly highlighted
The partner must select the following deal information: license type, quantity and maintenance type
The quantity can be selected by adjusting the slider or typing in the amount of seats / pieces in the allocated box
Different license types for the same product can also be added if necessary. The total will determine how many licenses can be added
If required the partner can tick ‘Remember me’ at the end. This will keep them logged in on specific computers, therefore their email address will not need to be verified again
Before submitting the deal the partner must agree the Terms & Conditions. There is also a link for the T&C’s to be downloaded
Margin Builder...from Symantec - EMEA
25
Deal submit page – Step 5: Configure products
If the maintenance option selected for the deal is less than 3 years, a pop-up window appears and provides the choice of an additional three years option
If ‘No’ is selected, the user continues to the deal confirmation page and will only receive an email notification showing the previously selected option. If ‘Yes’ is selected, the email notification generated for the deal will contain both options
Margin Builder...from Symantec - EMEA
26
Deal submit page – Step 6: Status Confirmation that the deal has been approved The deal ID must be passed on to the distributor and carried all the way through the deal. This is how we track deals and produce analytics on the whole Margin Builder program This is the deal confirmation page. You can click on ‘View deal details’ to review your deal
If ‘Remember me’ was ticked, partner can view the claims you have previously submitted from this computers. Deals can be viewed for the whole company, but the user is sent to PartnerNet and required to sign in
Each deal has a ‘shell life’ of 60 days. If the deal is not closed within this time period, it is auto-expired. A reminder email is sent to the partner after 30 days
Margin Builder...from Symantec - EMEA
27
Thank you! Symantec Margin Builder Helpdesk
[email protected] +44 1844 393026 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.
Margin Builder...from Symantec - EMEA
28
