1. Cisco Commerce Workspace
Training for Partners
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2. Cisco Commerce Workspace Partner Training Table of Contents
Section 1 – Introduction
Section 2 – Create the Deal
Section 3 – Create the Quote
Section 4 - Place Orders
Section 5 - Revise the Quote
Section 6 – Key Deal Status, Deal Sharing & Reports
Section 7 – Proxy, Access & Support

3. Cisco Commerce Workspace Partner Training
Section 1 – Introduction

4. Course Description
Learn how partners manage deals and quotes with Cisco Commerce Workspace, and how to approve deals and quotes at Cisco.
At the end of the training Commerce Workspace users will be able to:
Describe how a partner creates a deal
Describe how a partner shares a deal
Monitor the deal approval process
Describe how a partner enters quote details
Understand the ordering process integration
Describe how a partner applies revisions to the deal
Utilize the reporting features
Describe the process for access, training & support 4

5. Cisco Commerce Workspace
The Cisco Commerce Experience is simple, collaborative and enables partners to sell, purchase and manage all Cisco offerings globally to drive growth, productivity and profitability in their business.
Cisco Commerce Workspace (formerly Partner Deal Registration) is foundational to the Commerce Experience; an integrated Quoting platform that allows partners to access Cisco pricing concessions and programs. 5

6. Cisco Commerce Workspace
An integrated Quoting platform that allows partners to access Cisco pricing concessions and programs.
Experience an integrated workflow with Cisco
Share deals with Cisco and others at the partner’s company
Monitor deal and quote approval processes
Create configurations via import, excel upload and item search
Create and revise quotes with promotional pricing
Create quotes with trade-in credits (available in many countries)
Efficiently order via distributors (distribution automatically receives deal and pricing details)
Process Cisco direct orders faster with deal ID 6

7. Roles in Cisco Commerce Workspace
Image placeholder
Business is collaboratively conducted via Cisco Commerce Workspace by over 20,000 people at partner companies and over 6,000 people at Cisco.
Partner
Account Manager
Sales Manager
Sales Engineer
Sales Administrator
Purchasing
...and more
Channel Account Manager
Cisco xAM
Sales Manager
Channel Manager
Marketing Manager
Sales Engineer
Finance Manager
…and more
Localized in 16 Languages 7

8. Workflow in Cisco Commerce Workspace
Partner
Partner
Partner
Who’s Involved/ About the Deal/ Promotions
DEAL
Items/ Buy Method/ Discounts/Credits
QUOTE
ORDER
for some promotions*
Qualify
Approve
Distribution pricing sent to disti
and/or
Cisco Direct with deal ID 8

9. Promotions in Cisco Commerce Workspace
Pricing concessions on deals require Approval by Cisco, and can also require a Qualify step by Cisco.
The promotion selected determines if the deal requires a qualify step.
Partner
Partner
Partner
Who’s Involved/ About the Deal/ Promotions
DEAL
Items/ Buy Method/ Discounts/Credits
QUOTE
ORDER
for some promotions*
Qualify
Approve
Distribution pricing sent to disti
and/or
Cisco Direct with deal ID
* See the Cisco Commerce Workspace training website for a quick reference guide on how promotions work in specific countries. 9

10. Cisco Commerce Workspace Partner Training
Section 2 – Create the Deal (Partner Role)

11. Who’s Involved About the Deal Promotions
Create the Deal
Who’s Involved About the Deal Promotions
Partner
New customer opportunity identified by Partner
ORDER
Cisco Direct with deal ID
Distribution pricing sent to disti
and/or
Partner
Approve
for some promotions*
Qualify
Items/ Buy Method/ Discounts/Credits
QUOTE
Who’s Involved/ About the Deal/ Promotions
DEAL 11

12. Cisco Commerce Workspace Home Page
The Cisco Commerce Workspace home page displays key information about your deals.
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13. Your Deals
Click on the expansion button to see more information on a deal.
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14. Your Deals Additional deal details display.
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15. Search for Deals
Search by choosing deals to Show, Filter by Deal Status, or perform an Advanced search.
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16. My Preferences
In My Preferences, view My Profile, download requested reports in My Reports, view My Enrollments, View All Promotions and Change Language.
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17. Quick Quote Click Quick Quote to create a standard
discount quote to view list pricing – only Cisco fulfilled products will display discounts. .
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18. Quick Start Menu
Click Create Deal to identify the customer opportunity, select a promotion, enter configuration details and submit to Cisco.
Partner
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19. Create Deal – Enter Deal Name
Enter the Deal Name and click Create Deal.
CustomerABC NOC
Remember, this Deal Name displays in your reports and lists in Cisco Commerce Workspace; be sure the Deal Name reflects the customer and the proposed solution.

20. Navigation The Deal ID displays.
If you click into a different tab, all deal details are automatically saved.
Tabs guide you through the steps.
Do not use the browser “back” button; use tabs to navigate.
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Save your work at any time using the Save button.
Click Save and Continue to move to the next step in the workflow (just like clicking a tab).

21. Who’s Involved
Contact Information Deal Sharing
Partner enters contact information and can share the deal with others at their company or at Cisco.
Customer
Partner
Cisco
Share the Deal 21

22. Create Deal – Who’s Involved
Who’s Involved is the first step, capturing Partner, End Customer and Cisco contact details.
Partner
Customer
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Cisco

23. Create Deal – Who’s Involved
Partner
Partner Name and Address displays.
Click the checkbox to enter yourself as the Contact; or enter your partner sales Contact for the deal.
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24. Create Deal – Who’s Involved
Customer
Click Select an End Customer.
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For Non-Resale or Demo/Lab deals, designate your Partner company as the End Customer.

25. Create Deal – Who’s Involved
Customer
Select the End Customer’s Country.
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Complete required fields and if known, recommended fields, then click Search.

26. Create Deal – Who’s Involved
Click on your End Customer.
Customer
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If your End Customer is not listed, search again and widen the search criteria. If the End Customer is still not found, click Create Customer to add the Customer’s details to Cisco’s database. Use this option cautiously.
Click Select.

27. Create Deal – Who’s Involved
Customer
Customer Name and Address display.
Enter Customer Contact information.
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28. Create Deal – Who’s Involved
Select your CAM from the drop down list.
Cisco
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If you do not know your CAM use the CAM Locator. The Cisco direct sales Account Manager (AM) should not be entered here; doing so will delay approvals.

29. Deal Sharing
Deal Sharing: collaborate by sharing access to your deal(s) with others at your company or anyone at Cisco; they can then:
Receive about the deal
Modify a quote
Include shared deals in reports
Click the Share link at anytime.
Share the Deal
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30. Deal Sharing 2. Should this person get deal e-mail notifications?
1. Enter the Cisco.com ID of the person and click Add Recipient.
josmith
3. Click Save.
Share the Deal
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Many deals can be shared at once. See Section 8 for more information on deal sharing

31. Create Deal – Who’s Involved
Partner
Customer
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Cisco
Click Save and Continue to move on and enter information About the Deal.

32. Partner enters key information
About the Deal
Partner enters key information
Partner
Deal Type
Expected Closed Date
Technology
Competition 32

33. Create Deal – About the Deal
Include information About the Deal.
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34. Create Deal – About the Deal
Include information About the Deal.
Choose the Intended Use for the Deal. The Promotion you choose in the Promotions tab must have the same Intended Use.
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35. Create Deal – About the Deal
Include information About the Deal.
% of Technology Mix must be 100 or lower.
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Click Save and Continue to move on to enter Promotion information.

36. Promotions
Pricing concessions on deals are often based on promotions available to the partner.
A list of promotions the partner is eligible for displays.
Each promotion will have a unique Qualifying Information form that must be completed
Some promotions require files to be uploaded (such as site surveys)
* See the Cisco Commerce Workspace training website for a quick reference guide on how promotions work in specific countries. 36

37. Create Deal – Promotions
Click Select to choose a promotion.
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Click to View Promotional Details
NEXT, Promotion questions display.

38. Create Deal - Promotions
Click to answer promotion questions (vary by promotion) and upload documents (if required).
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Deals without Qualification:
Click Save and Continue to move to the Quote tab.
Move to Build the Quote NOW.
Deals with Qualification:
Click Save and Continue to move on to the Review and Submit tab.

39. Create Deal – Review and Submit
Remember, Cisco Commerce Workspace Review will display the Review and Submit page only for deals that require the Qualify step.
Click tabs or Edit link to review deal information.
Messages may appear in the Deal Information section if a form is incomplete.
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When ready to submit the deal to Cisco, click Submit Deal for Qualification.

40. Create Deal – Submission Acknowledgement
Once submitted for Qualification, this message is displayed
The Partner’s Next Action is
to Wait for Qualification decision from Cisco.
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is sent to the partner and to the First Approver of the deal.

41. Cisco Qualifies the Deal
is sent to the partner when the deal is qualified and Quote details can be entered.
ORDER
Cisco Direct with deal ID
Distribution pricing sent to disti
and/or
Partner
Approve
for some promotions*
Qualify
Items/ Buy Method/ Discounts/Credits
QUOTE
Who’s Involved/ About the Deal/ Promotions
DEAL
* Only for deals with promotions that require the Qualify step. 41

42. Deal Status The home page lists the Deal Status. Deal Status
Next Approver
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Next Partner Action is blank when the deal is being Qualified by Cisco.

43. Cisco Commerce Workspace Partner Training
Section 3 – Build the Quote (Partner Role)

44. Partner Builds the Quote
Build the Quote
Partner Builds the Quote
Partner
ORDER
Cisco Direct with deal ID
Distribution pricing sent to disti
and/or
Partner
Approve
for some promotions*
Qualify
Items/ Buy Method/ Discounts/Credits
QUOTE
Who’s Involved/ About the Deal/ Promotions
DEAL 44

45. Deal Status – Deal Qualified
The Home Page lists the Qualified Deal.
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Next Partner Action is Submit Quote;
click the link.
Deal Status

46. Quote
The newly Qualified Deal is not ready to Submit. Click the Quote tab to create the Quote.
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47. Quote – Import a Saved Configuration
Click to Import a Saved Configuration.

48. Quote – Import a Saved Configuration
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Click one of the Select buttons to identify where the configuration is saved.

49. Quote – Import a Saved Configuration
Remember, the config id created using DCT as well as the configset ids created with MLC ICT and NetformX-Design Expert can be imported in the Cisco Ordering tool.
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50. Quote – Import a Saved Configuration
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Click Browse to choose your Excel configuration formatted with the Cisco Commerce Workspace Excel template (see previous page) and then click Upload Excel.

51. Quote – Import a Saved Configuration
Imported Configuration!
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52. Quote – Select Buy Method
Select the Buy Method (Cisco or a specific distributor).
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Click the checkbox to select the same
Buy Method for all lines

53. Quote – Select Buy Method
Select from the drop down list and click Apply Buy Method
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54. Quote – Buy Method Applied

55. Quote – Add an Item Add an Item to the Quote:
Type all or part of the Item number and select from the drop down.
CISCO-SN-GE

56. Quote – Add an Item 1
Enter the Product Qty (quantity) and click Add.

57. Quote – Add an Item The Item is added successfully.
Click Change Options to view and add optional items for this line.

58. Quote – Add an Item
Select the Buy Method for the new Item with the drop down.

59. Quote – Move to View Discounts & Credits
The Buy Method is added successfully.
Click Save and Continue to view Discounts & Credit information.

60. Quote – Discounts & Credits
Discounts and & Credits can be viewed by Line Item Summary, Line Item Details, Products and Service.

61. Quote - Line Item Summary
Line Item Summary, displays total discounts and credits per Item.
When the Buy Method is a distributor, Discount details must come from the distributor directly.
When the Buy Method is Cisco, Discounts display.

62. Quote – Line Item Details
Line Item Details view displays standard and promotional pricing for Cisco fulfilled Items.

63. Quote – Line Item Details
Products and Service shows standard and promotional pricing. For Cisco fulfilled Items.

64. Quote – Export Item List
The Export link enables a
download of the Quote to Excel.
Click Save and Continue to submit the Quote to Cisco!

65. Review and Submit Click the Edit links to view deal information.
When ready to submit the deal to Cisco, click Submit Quote for Approval.

66. Review and Submit – Acknowledgement
Once submitted for Approval, this message is displayed.
The Next Partner Action is
to Wait for Approval
decision from Cisco.
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is sent to the partner and to the Approver of the deal.

67. Cisco Approves the Quote
is sent to the partner when the deal is approved and orders can be placed.
ORDER
Cisco Direct with deal ID
Distribution pricing sent to disti
and/or
Partner
Approve
for some promotions*
Qualify
Items/ Buy Method/ Discounts/Credits
QUOTE
Who’s Involved/ About the Deal/ Promotions
DEAL
* See the Cisco Commerce Workspace training website for a quick reference guide on how promotions work in specific countries. 67

68. Deal Status The Home Page lists the Deal Status. Next Approver
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Next Partner Action is blank when the deal is being Approved by Cisco.

69. Change a Quote in the Approval Process
Need to make a change to your Quote even though it’s in Cisco’s Approval cycle? It’s Easy!
To Stop the Approval Cycle and Edit the Quote:
Click the Deal ID link
From the review and submit tab, click Edit this Quote
See Section 7 – Quote Revisions for more information 69

70. Cisco Commerce Workspace Partner Training
Section 4 – Place Orders (Partner Role)

71. Place Orders Image placeholder
Partner places orders through distribution or Cisco Direct before the deal expires.
Partner
Partner receives
notification that
Deal is Approved
By Cisco!
ORDER
Cisco Direct with deal ID
Distribution pricing sent to disti
and/or
Partner
Approve
for some promotions*
Qualify
Items/ Buy Method/ Discounts/Credits
QUOTE
Who’s Involved/ About the Deal/ Promotions
DEAL 71

72. Deal Approved – Place Orders
Deal Approved  Next Partner Action: Place Order

73. Place Orders - Important
Place orders with deal information.
Partner
Always reference the Cisco Commerce Workspace Deal ID when ordering directly from Cisco
Distributor Authorization ID (DART) is automatically created, for all Distributors, for all lines fulfilled by Distribution, when the deal is Approved by Cisco
notification that the deal has been approved (including revision approvals) refer to the Distributor Authorization ID’s (DARTs) for all lines fulfilled by Distribution 73

74. Cisco Ordering Tool – Deal ID
Place a Standard Order.
Under Payments and Taxes
(in header details tab) enter
the Deal ID from Cisco Commerce Workspace.
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Do not use Promotion Code
or Ordering Processing
Notes fields.

75. Deal Expiration Place orders before the deal expires
Expiration notices will arrive for you 14 and 4 days prior to expiration
Check your program rules to see if extensions are allowed
When the Deal is within 14 days of expiration, the Request a Deal Extension feature may be available depending on your program rules
Log in to Cisco Commerce Workspace and open the deal
Click Request a Deal Extension from the Review and Submit tab
is sent to the partner, the CAM and the AM on the Deal. If you have questions, contact the CAM
If the Deal is successfully extended, any Distribution Authorization ID’s (DARTs) associated with the deal will be extended to match the new Deal Expiration date. 75

76. Partners can revise their own quotes.
Revise the Quote
Partner
Partners can revise their own quotes.
Revise a quote:
Add an Item
Change a Quantity
Change a Distributor
Split a Line between Buy Methods
Revision steps are the same as entering Quote information
The Deal status will change to Re-Opened and will require Cisco to Approve the changes 76

77. Cisco Commerce Workspace Partner Training
Section 5 – Revise the Quote (Partner Role)

78. Select a Deal to Revise the Quote
Click the Deal ID to revise the Quote.

79. Edit/Reopen Quote 2. Read the Reopen Quote Message and click
1. Click Edit This Quote

80. Revising an Approved Deal – Add Items
The Deal is now Re-Opened
From the Quote tab you can:
Add an Item
Change a Quantity
Change a Distributor
Split fulfillment of a single line between Distributors
Type a part number to
add a an Item or SKU

81. Quote – Add an Item Add an Item to the Quote:
Type all or part of the Item number and select from the drop down.
CISCO-SN-GE

82. Revising a Quote – Change Quantity
Click Qty to change the
quantity

83. Revising a Quote – Change Distributor
Click to change a
Distributor
Upon approval of these changes by Cisco, a modification to a Buy Method cancels or modifies the initial Distribution Authorization ID and creates a new one for the new distributor.

84. Revising a Quote – Split Line
To enable more than one Buy Method (Cisco and/or multiple distributors) to fulfill the same item click the Split link for the line.

85. Revising a Quote – Split lines
Click Add
Enter the new Buy Method and Qty
Click Apply

86. Revising a Quote – Split lines
The quantity of the part was
Split between Buy Methods successfully.
Upon approval of these changes by Cisco, a modification to a Buy Method cancels or modifies the initial Distribution Authorization ID and creates a new one for the new distributor.

87. Revising a Quote - Quote Comparison
To view the changes made to
the Quote (while Re-Opened)
click Quote Comparison

88. Revising a Quote - Quote Comparison
The Distribution Authorization IDs (DARTs)
are listed with the Distributor’s name
(under Source Profile Name)

89. Revising a Quote - Quote Comparison
Click the Items link to return to the Quote.
Modifications to the Quote are listed
with SKU, Qty and Distributor noted.

90. Revising a Quote – Restore Quote
Should you wish to revert to the Quote that
was Approved (prior to clicking Edit This Quote)
click Restore Quote. Use this feature to
erase all modifications.
The Quote is in Re-Opened status and must
be submitted and approved by Cisco (even if
Modifications are not made to the Quote).

91. Revising a Quote – Submit for Approval
The Quote is in Re-Opened status.
Click Review and Submit to submit the revised Quote for Approval by Cisco
will be sent to you when the Approval
process is completed by Cisco.

92. Cisco Commerce Workspace Partner Training
Section 6 – Key Deal Statuses, Deal Sharing & Reporting

93. Deal Statuses indicate the next action.
is sent.
Deal Statuses
Partner Action
Not Submitted
Submit Deal
Deal not submitted to Cisco for review.
Qualification in Progress
No Action
Cisco is reviewing the Deal.
Qualified
Submit Quote
You have until the expiry deadline to submit the Quote and Place Orders.
Approval in Progress
Cisco is reviewing the Quote.
Approved
Place Order
Deal is approved – you can place your order.
Reopened
Re-submit Deal
Configuration revised by partner; resubmit for approval.
Ordered
Orders are being placed against deal; placed all before deal expires.
Closed
All items on the Deal have been consumed; deal is no longer active.
Other Statuses
More Info Required
Re-submit
Deal sent back to partner for edits/resubmission.
Rejected
Deal has been rejected - no longer active.
Expired
Deal is Expired - no longer active.
Contact AM
The deal has been locked out ; Cisco AM is working with the deal. 93

94. Deal Sharing
Deal Sharing: collaborate by sharing access to your deal(s) with others at your company or anyone at Cisco; they can then:
Receive about the deal
Import or modify a configuration
Include shared deals in reports
Click the Share link at anytime.
Share the Deal
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95. Deal Sharing 2. Should this person get deal e-mail notifications?
1. Enter the Cisco.com ID of the person and click Add Recipient.
josmith
3. Click Save.
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96. Deal Sharing – Many Deals at Once
Many deals can be shared at once from the Home page. Click View All.
Click Share.

97. Deal Sharing – Many Deals at Once
Utilize the search criteria to
refine the list of Deals to be shared.
Click the checkbox to share
all Deals shown on the page.
Click Share Deal to designate
those with whom you
wish to share the Deal.

98. Reporting Reports are available from the Home Page.
Define the deals you wish to report by
selecting Show and Filter by Deal Status criteria.
Click Search
Click Download List for an Excel report of
deal information (columns) as shown here on
the home page.
Click Generate Report for a detailed report with
over fifty columns of information.

99. Cisco Commerce Workspace Partner Training
Section 7 – Access & Support

100. Cisco Commerce Workspace URL: www.cisco.com/go/pdr Bookmark this URL
Access
Cisco Commerce Workspace URL: Bookmark this URL
Log in to Cisco Commerce Workspace with your Cisco.com ID
If you do not have a Cisco.com ID and password:
Apply for a Cisco.com ID at click register in the top right corner
When applying for Cisco.com ID indicate that you are a Cisco Channel Partner or Authorized Reseller
Go to Partner Self Service
Associate to your company
Find your company’s Partner Administrator in Partner Self Service (PSS)
The Partner Administrator has visibility to all deals created at your company as well as limited edit capability
100

101. Help & Training From the Training link: From the Help link:
Read Q&A
Log a support case
View your support case status
Find support hotline numbers
From the Training link:
Access e-learning
Access documentation
Access other supplemental training materials

102. Good Selling! Logout Thank you for partnering with Cisco.
When finished with this session using Cisco Commerce Workspace, close your browser window.
Thank you for partnering with Cisco.
Good Selling!

103. Cisco Commerce Workspace Training Conclusion
Cisco Commerce Workspace is an integrated Quoting platform that allows Partners to access Cisco pricing concessions and programs.
Use Cisco Commerce Workspace to organize your configurations and then submit for Approval
Wishing you great success with Cisco Commerce Workspace
Contact your Channel Account Manager or a local support team for more information and training
103