Renewals Manager Partner Training

NEW – Renewals Manager What is the Renewals Manager tool? Manage your Customer’s devices and services Create co-termed quotes Claim devices Why are we switching tools from our current version powered by Concentrix? Increased control and flexibility to adjust to changing business needs In-house system allows for quicker changes to keep up with the pace of business

New and Improved Features Powered by APTTUS – 100% Native Salesforce Application Single point of access for WatchGuard tools using the Partner Portal Increased control and flexibility New improved business rules around continuous service More accurate claiming rules and control over your customer database Selling features built in to encourage upselling and getting your customer the best security coverage available More accurate renewal notifications Some areas will see pricing in local currency

What’s Next? Spring launch date Updates closer to launch Support team to help answer questions as you learn the new system RenewalsManager@watchguard.com Reference material will be available on the Partner Portal Step by step user guides FAQs Modular videos detailed each process

Renewals Manager Preview

Accessing Renewals Manager Tool

Using the new Renewals Manager Accessing Renewals Manager tool Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Accessing Renewals Manager tool Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Accessing Renewals Manager tool Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Maintaining customer information

Using the new Renewals Manager Maintaining customer information Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Maintaining customer information Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Maintaining customer information Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Creating a Quote

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Creating a quote Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Claiming a Device

Using the new Renewals Manager Claiming a device Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

Using the new Renewals Manager Claiming a device Using the new Renewals Manager Accessing Renewals Manager tool Maintaining customer information Creating a quote Claiming a device

What’s Next? Spring launch date Updates closer to launch Support team to help answer questions as you learn the new system RenewalsManager@watchguard.com Reference material will be available on the Partner Portal Step by step user guides FAQs Modular videos detailed each process

Michelle Murphy RenewalsManager@WatchGuard.com