Margin Builder Step By Step Guide_160112 6w5ta

Margin Builder from Symantec

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Agenda 1.

What is Margin Builder Tool?

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5 Simple Steps to using Margin Builder!

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Manual vs. Auto-approved workflow

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How to get Symantec discounts on Margin Builder tool

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Market Segment

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Products available in the Tool: Security & Backup/Availability

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Margin Builder tool Demonstration Deal Registration process

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How to Submit a claim on Margin Builder Tool

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Question & Answer

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Margin Builder Tool – what is it? • Margin Builder is a deal registration program offering Partners the potential to earn additional upfront margins on qualifying SMB deals. Margin Builder is now available to all Partners ed on Symantec’s Partner portal, ‘PartnerNet’. • Directly accessible at www.marginbuilder.com, it allows partners to increase their margin by a substantial proportion depending on their specialization status • The incentive is delivered to the partner in the form of a discount authorized by Symantec and ed on by distribution. Margin Builder...from Symantec

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5 Simple Steps to using Margin Builder!

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• Identify a new License opportunity: http://www.emea.symantec.com/info/margin_builder/eligible_products.html

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• your deal on the Symantec Margin Builder Tool

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• The deal is auto-validated based on a simple set of criteria

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• For eligible deals, the Partner will be issued with a Deal-ID for an Additional 10% or 20% Margin* depending on their status. • your Deal-ID to your Distribution Partner to claim your Additional 10% or 20% Margin

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Manual vs. Auto-approved workflow

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How to claim additional Margin:

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Market Segment • The integrated Symantec Licensing Programs are designed to streamline the purchase of Symantec software as well as and maintenance services. • These licensing programs offer the ability to earn greater discounts and to effectively track and manage software licenses.

• On Margin Builder tool you will find: – Academic Program – Express program – Government program

• To find more information please click the below link: http://www.symantec.com/en/uk/partners/licensing/index.jsp

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Products available in the Tool: Security & Backup/Availability

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Eligible Products - Security http://www.emea.symantec.com/info/margin_builder/eligible_products.html

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Eligible Products – Backup/Availability http://www.emea.symantec.com/info/margin_builder/eligible_products.html

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Margin Builder Tool Demonstration Deal Registration process

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Accessing Margin Builder, process 1: www.marginbuilder.com

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Email verification Go to…. • www.marginbuilder.com • The reseller email address needs to be entered and validated • This will query the PartnerNet database • If the reseller is in PartnerNet database: is sent to claim form

• If the reseller is not in PartnerNet database: is requested to for PartnerNet Margin Builder...from Symantec

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PartnerNet registration • If email address was not located in the PartnerNet database the must for PartnerNet before submitting a deal • When a deal is submitted, it is kept at ‘Open-Pending’ until the PartnerNet registration is either approved or rejected

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Accessing Margin Builder, process 2: PartnerNet

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Step 1:

Go to…. • www.symantec.com • Click on “Partners” on the top menu • Click on “ to PartnerNet” on the right top menu

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Step 2:

• Enter your details.

• If you don’t have an please complete the Symantec Partner Application

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Step 3: SMB Specialized Partners • Click on “Small and Midsized Business” in the navigation bar on the right hand menu

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Step 4: SMB Specialized Partners • Click on “Margin Builder Tool’ link

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How to Submit a claim on Margin Builder Tool

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Deal submit page

Different introduction text as a Silver member has now accessed the site. It now states they will receive 20% as they are an SMB Partner

As the email address was verified in PartnerNet, the ‘Tell a Friend’ tool auto fills this information Margin Builder...from Symantec

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Deal submit page

After entering your details, you need to enter either the end company name or the end postcode along with the end country Once the end details have been entered, the reseller will click search. This will search all companies that are within the Dunn and Bradstreet database Margin Builder...from Symantec

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Deal submit page

The D&B search returns as many results as possible according to the search criteria

If the relevant reseller is not in the resulting list, the reseller has the opportunity to modify their search

The reseller can manually enter the end details if they cannot be found in the results list Margin Builder...from Symantec

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Deal submit page

If the end does not appear in the search results, the reseller is shown this message

Resellers are prompted to manually enter the end information

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Deal submit page The reseller has the ability to enter all end details when clicking ‘Manual Entry’. The mandatory fields are: End company name End website End company postcode End company town End company countries Market/Segment Distributor

When the Market/Segment is selected, the relevant products that are associated to this Market/Segment are produced

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Deal submit page

Before any products are presented to the reseller, a product category must be selected

The discount % shown is in relation to the hip status as stated earlier in the process

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Deal submit page

Clicking on the solution area displays the appropriate products

A simple bullet point list is presented to clearly show what products are available

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Deal submit page

The percentage is labelled with text explaining what it is for, this can be modified

The selected products are clearly highlighted

The reseller must select deal information: Licence type, Seat quantity and Maintenance

The seat quantity can be selected by adjusting the slider or typing the amount of seat in the allocated box Before submitting the deal, the reseller must agree the T&C’s. There is also a link for them to be ed Margin Builder...from Symantec

If required the reseller can tick ‘ me’. This will keep them logged in on this specific computer, therefore no need to email address again 28

Deal submit page

Once the deal has been submitted, a pop up window appears. If ‘Yes’ is selected, the continues to the deal confirmation page. If ‘No’, is selected, they are directed back to the claim form

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Deal submit page Step 4 of the 4 step process: deal confirmation page

Confirmation that the deal has been approved Deal ID – this must be ed onto the distributor and carried all the way through the deal. This is how we track deals and produce analytics on the whole program

Each deal has a lifespan of 60 days. If it is not closed within this time period, it is auto expired. A reminder email is sent to the reseller after 30 days If ‘ me’ was ticked, you can view the claims you have previously submitted. Deals can be viewed for the whole company, but the is sent to PartnerNet and required to sign in Margin Builder...from Symantec

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Thank you! Symantec Margin Builder Helpdesk [email protected] +44 1844 393026

Copyright © 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or ed trademarks of Symantec Corporation or its s in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.

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