field portal user guide...field portal user guide titus inc. all rights reserved user guide welcome...

Field PortalUser Guide

USER GUIDE


www.titus.com © 2020 Titus Inc. ALL RIGHTS RESERVED

USER GUIDE

Table of Contents

Welcome to the Titus Field Portal / 3

The Quick Start Hub / 4

Use the Deal Registration Form to submit opportunities / 5

Use the Deal Registration Dashboard to manage your opportunities / 6

The Sales Hub / 7

The Marketing Hub / 8

The Sales Engineering Hub / 9

User Tips / 10

How to Search Content / 10

How to use Collections and Interests / 10

How to contact Titus / 11



USER GUIDE

Welcome to the Titus Field Portal

Explore the dynamic, rich content in our Quick Start, Sales, Marketing and Sales Engineering Hub pages in your browser or on your smartphone.

The Titus Field Portal makes it easier and more convenient for you to: • register opportunities for deal protection and deeper discounts• track and update existing deals • access news from our Sales, Marketing, and Sales Engineering

leadership• find relevant and up-to-date content about our solutions and

professional services• complete certification training

The Titus Field Portal gives you easy access to all the tools you need to be productive, whenever you need them! Our Enablement Team looks forward to supporting you with effective and relevant communications, an open avenue to collaboration, and easily accessible enablement and certification resources in 2020 and beyond.

Should you have feedback about the Titus Field Portal, or any problems accessing it, please don’t hesitate to contact me. Karyl ParksChief Marketing OfficerTitus

Karyl leads Titus’ global marketing communications and field enablement teams. Her team identifies and supports opportunities for growth in new and existing markets, manages our brand identity across all marketing channels, and fosters opportunities to educate and inform key decision-makers and influencers about the value of data classification and protection. Karyl also directs the Titus product management, product marketing, content creation, and public relations and analyst relations strategies.



USER GUIDE

The Quick Start Hub

The Quick Start Hub is where you can register and manage your Titus opportunities, learn about how to get certified with Titus, and quickly find key resources and useful content for your sales, marketing and technical requirements.

Click on the Widgets to launch them. Find current Announcements, the Deal Registration Form, Deal Dashboard and Pricing Info here

Links to Titus‘ LMS Certification Curriculum resides here. Request an account from [email protected] if you do not have a login.

Click directly on the Content List to preview or download recommended Key Resources.

Open all Sales, Marketing, Technical or Partner Focus content in one click here.

The Portal User Guide and Terms of Use can be referenced here. Contact Titus for more information.

Mobile friendly Navigation Widgets are at the bottom of each Hub.



USER GUIDE

Use the Deal Registration Form to submit opportunities.

Deal Registration offers many benefits to Titus partners.• Increase margins• Gain assistance with the selling cycle• Track performance

Start by clicking on the Register a Deal Widget to launch the Form.

Please complete all the required fields in the Registration Form to create the opportunity.



USER GUIDE

Use the Deal Registration Dashboardto manage your opportunities.

Once you have registered your Deal with Titus, you’ll need to update it throughout the sales process. To view and update your Registered Deals, click on the Deal Registration Dashboard Widget on the Quick Start Hub.

Launch the Pending, Working, Closed Won or Closed Lost Widgets from this Dashboard for status information.



USER GUIDE

The Sales Hub

The Sales Hub offers updates from Titus’ sales leadership on new selling tools, enablement webinars, promotions and more. Here you will also find the Titus Product Center, Product Playbooks, Titus Videos and many more selling tools. Visit this Hub for quick access to all Titus Sales Resources.

Check the Updates section at the top of the page for the latest news from Titus’ Sales Leadership.

Visit the Titus Product Center to discover curated Collections with Sales Decks, Data Sheets, Solution Briefs, and more.

Find valuable sales resources in Content Lists that provide quick links to Tools, Assets and Videos.



USER GUIDE

The Marketing Hub

The Marketing Hub is your source for Titus’ Marketing Updates, Features and Resources, including Branding Guidelines, Logos, Social Content, Brochures, and more.

Check the Updates section at the top of the page for the latest news from Titus’ Marketing Leadership.

Visit the Marketing Landing Page for content organized by Challenge Type or Buyer Persona.

Use our quick links to finding Branding info, Newsletters, recent Blogs, Brochures, Conversation Cards and White Papers.



USER GUIDE

The Sales Engineering Hub

is where our sales engineering’s technical content lives. Look here for updates and links to the Technical Community Forum and Customer Support Portal.



USER GUIDE

User Tip

Filter your searches by keyword, product name, solution type, resource type and much more to quickly find the content you need.

How to use Collections and Interests

There are multiple ways to curate assets within the Titus Field Portal - interests, tag-driven widgets, collections and information pages.

An Interest is a grouping of specific resources which are listed for you, dynamically and chronologically, with the newest item on top. Titus Updates have been created to provide you with the latest in themed information at the top of each Hub page.

Collections are specific guided experiences that have been a manually configured for you, based on what makes sense for the topic on hand. Your Titus Enablement Team has created curated Collections based on Product, Challenge, Buyer Persona and more to help you find the materials you need quickly. Click on the Side Bar to create your own Collections and Subscriptions based on your custom filters.

Reach out to your Titus representatives if you require detailed information on advanced features and functionality.

1 (613) 820 5111 [email protected] www.titus.com © 2020 Titus Inc. ALL RIGHTS RESERVEDUG-Field-Portal-01/20-v1

How to contact Titus

Please email [email protected] or call +1 613 820 5111

800-343Preston St.Ottawa, Ontario Canada K1S 1N4

24/7 Support

[email protected]+1 613-820-5111Toll Free (NA & EMEA): +866-530-5111Toll Free (Australia): +0011 800-6006-6007Toll (India): +91-11-7127-9514Toll Free (Japan): 0066-33-814069Toll Free (Malaysia): +1800-81-8143

field portal user guide...field portal user guide titus inc. all rights reserved user guide welcome...

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