PMC – Office Hours Topic: Full Service Activities

Welcome! Agenda: Your Host: Vendor/Agency Management Steve Purtell Creating and Managing FSA Order and Quote Promoting FSAs FAQs Questions/General Discussion Your Host: Steve Purtell Training Manager Zift Solutions

What are FSAs? Agency offered marketing services in response to partner requests. These fall in two types: Open-ended A request for quote is initialed. Flat fee The agency has a specific service they are offering for a specific price. Agencies offer marketing services in response to partner requests. These services are available in two formats: Open ended, where the partner makes a specific request/order and the agency provides a quote for the order or declines (rejects) to provide a quote. In this instance there is discussion between the partner and agency as to the services provided and their costs. Flat fee, where the agency has a specific service they are offering for a specific price.

Intro to the FSA Process

Value to Cisco Save Time: You can add and manage agencies in your system. There is no need to submit support tickets. You can quickly respond to agency changes and profile update requests. Increased Control: Administrator level functionality allows you to control the agencies delivering services to your partner community. You can also control the agency fields for language, region, etc in order to filter appropriate agencies to the partner. Powerful Analytics: You can view agencies, who is logging in, and actively engaging your partner community.

Value of FSA to Partners Put Marketing Development Funds to work. Expert agencies execute tactics on behalf of partners. Partners often cannot scale or support these services internally: FSAs allow the partner to market with sophisticated in the digital era Packaged Marketing Activities that Work. Cisco has handpicked tactics that work, bundled together for ultimate performance.

Value to Partners Cisco Full Service Marketing Activities give partners access to a Cisco preferred vendor who help build and execute an end-to-end marketing campaign. By ordering, partners gain the ability to build their brand, increase demand, generate leads, improve productivity, and save costs. Full Service Activities are simple to order and include the latest digital, inbound, and data-oriented services.

Vendor/Agency Management How to Create New Agencies Assigning Partner Filters to an Agency How to Inactivate agencies Limiting which Agencies Partners can work with.

Demo

Notification emails: Add an Agency

Recap: FSA Vendor/Agency Management Select the Partners tab, then Agencies Search for an existing agency, or click “Add Agency” to being the new sign up process Set the correct Partner filters Select apply to save changes

Creating and Managing FSAs How to Set up an FSA How to set up order quotes within an FSA

Demo

Recap: Creating and Managing FSAs From the top level menu select Content, then Create New Custom Activity Fill out the correct information for the FSA and select Next Add Full Service offerings. Repeat this process as needed. Set Permission levels, then click apply to save, Click Publish to make it available in PMC, then tie it to a specific campaign.

Order and Quote Notifications How a Partner can request a quote How Agencies respond to a quote Completed order notification How to cancel a quote

Notification emails: Partner receives Quote

Notification emails: Partner Order Complete

Notification emails: Status Change made by Agency.

Demo

Order and Quote Notifications Partner Select an FSA within a Campaign. If it has a quote, the quote activity page will display and the partner will fill it out. The agency will log in and select Quote Request and can respond to the quote. The Partner can cancel by going into campaigns, My Campaigns, then select the activity and hit the Cancel Order button.

FAQs:

Getting Help Zift Platform: support@ziftsolutions.com ZDS: pmcpublishing@external.cisco.com (Add CMA or campaign – too focused on FSA)

Thank You! We appreciate your time and engagement