1. PMC – Office Hours
Topic: Full Service Activities

2. 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

3. 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.

4. Intro to the FSA Process

5. 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.

6. 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.

7. 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.

8. 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.

9. Demo

10. Notification emails: Add an Agency

11. 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

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

13. Demo

14. 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.

15. 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

16. Notification emails: Partner receives Quote

17. Notification emails: Partner Order Complete

18. Notification emails: Status Change made by Agency.

19. Demo

20. 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.

21. FAQs:

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

23. Thank You!
We appreciate your time and engagement