1. Renewals Manager
Partner Training

2. 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

3. 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

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

5. Renewals Manager Preview

6. Accessing Renewals Manager Tool

7. 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

8. 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

9. 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

10. Maintaining customer information

11. 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

12. 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

13. 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

14. Creating a Quote

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. Claiming a Device

32. 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

33. 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

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

35. Michelle Murphy