Global Partner Portal Lead Entry

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Presentation transcript:

Global Partner Portal Lead Entry Co-funded Marketing UCID and Tactic Code Lead Entry Enhancement To replace the title / subtitle with your own:

Benefits of a Unified Lead management system Global Partner Portal IBM is moving towards a unified lead management process. This will benefit you in the following ways: Simplify lead entry by reducing the number of fields when entering a lead Allows you to report and track all of your leads in one place

The Co-funded Marketing UCID, Activity Name and Tactic Code are systematically imported from the Co-funded Marketing Database Application into Global Partner Portal pull-down menus. Global Partner Portal

UCID is a new field in Global Partner Portal that has a pick list displaying all the UCIDs/Activity Descriptions associated with the Business Partner’s Co-funded Marketing Applications. Global Partner Portal

Selecting the UCID/Activity Description of the Co-funded Marketing application for an opportunity automatically applies the correct IBM Tactic Code to the opportunity. Global Partner Portal Note: If you don’t see your UCID in the list and can’t find it by querying, add it to the Description field in the Opportunity header record. Use the format in this example (NEUK0020108 is the UCID number): UCID: NEUK0020108. Make sure Work in GPP is unchecked.

Adding a marketing campaign to an opportunity Click on the icon below to read a description of the steps:

Frequently Asked Questions How do I know if I have access to Global Partner Portal ? Answer: If you are not sure you have access to Global Partner Portal you can do the following: Ask you IBM Rep to find out for you, or Go to Global Partner Portal and try to log in, or Contact PartnerWorld Contact Services How can I get help? Answer: There are several ways you can get help with GPP: Within GPP you can always click on Help in the toolbar. Go to the Global Partner Portal support page Find the IBM PartnerWorld Contact Services Team contacts that are available to help you in your country

Frequently Asked Questions . . . How can I learn more about Global Partner Portal? Answer: Go to the Training tab on the Global Partner Portal Web page. Can I go back into Global Partner Portal and update a lead? Also, can I update a won or lost lead? Answer: Yes, we encourage you to go back into Global Partner Portal to update your leads through to won or lost stage.

Frequently Asked Questions . . . Can I keep using the Co-funded Marketing Online Lead Form? Answer: You can continue to use the Co-funded Marketing Online Lead Form through 2008 however, we strongly urge you to begin using GPP to enter your leads as soon as possible. I’m a Software Value Incentive (SVI) Business Partner, where do I go to put in my leads? Can I use the Co-funded Marketing Online Lead Form? Answer: To submit opportunities for Software Value Incentive (SVI) eligibility consideration you must enter your co-marketing generated opportunity into Global Partner Portal and not use the Co-funded Marketing online lead form. Opportunities created by IBM in Global Partner Portal from a Co-funded Marketing online lead form will be excluded from SVI submission.