margin builder - ingram micro netherlands builder... · 5 simple steps to using margin builder! 4...

1

Margin Builder from Symantec

Margin Builder...from Symantec

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 Margin Builder...from Symantec

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.


http://www.marginbuilder.com/

5 Simple Steps to using Margin Builder!

4

• 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

• Identify a new License opportunity: http://www.emea.symantec.com/info/margin_builder/eligible_products.html

1

2

3

4

5


http://www.emea.symantec.com/info/margin_builder/eligible_products.html

Manual vs. Auto-approved workflow


How to claim additional Margin:


Market Segment

7

• 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:

http://www.symantec.com/en/uk/partners/licensing/index.jsp


http://www.symantec.com/en/uk/partners/licensing/index.jsp

Products available in the Tool:

Security & Backup/Availability


Eligible Products - Security




Eligible Products – Backup/Availability




Margin Builder Tool Demonstration Deal Registration process


Accessing Margin Builder, process 1: www.marginbuilder.com



13

Email verification

Go to….

• www.marginbuilder.com

• The reseller email 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



PartnerNet registration

• If email 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


Accessing Margin Builder, process 2: PartnerNet


16

Step 1:

Go to….

• www.symantec.com

• Click on “Partners” on the top menu

• Click on “Login to PartnerNet” on the right top menu


http://www.symantec.com/

17

Step 2:

• Enter your login details.

• If you don’t have an account please complete the Symantec Partner Application


18

Step 3:

SMB Specialized Partners

• Click on “Small and Midsized Business” in the navigation bar on the right hand menu


19

Step 4:


SMB Specialized Partners

• Click on “Margin Builder Tool’ link

How to Submit a claim on Margin Builder Tool


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 email address was verified in

PartnerNet, the ‘Tell a Friend’ tool

auto fills this information

Deal submit page

Margin Builder...from Symantec 21

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

Deal submit page


The D&B search returns as

many results as possible

according to the search

criteria

The reseller can manually enter the end user

details if they cannot be found in the results list

If the relevant reseller is not

in the resulting list, the

reseller has the opportunity

to modify their search

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

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

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

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

Deal submit page


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

email address again

The percentage is labelled with

text explaining what it is for, this

can be modified 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

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

email 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

Deal submit page


Thank you!

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

Symantec Margin Builder Helpdesk

[email protected]

+44 1844 393026


mailto:[email protected]

margin builder - ingram micro netherlands builder... · 5 simple steps to using margin builder! 4...

Documents