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Deal Reg Portal DELL Partner Direct. Jean-Marc Baumann DELL SonicWALL. Deal and LOB (Line Of Business) registration. Quick link to the Deal Registration portal via link (left) and through the Dashboard (right). We will use the link on the Dashboard for guiding through the next slides…. - PowerPoint PPT Presentation
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Deal Reg Portal
DELL Partner Direct
Jean-Marc BaumannDELL SonicWALL
1
Dell Software Group2
Deal and LOB (Line Of Business) registration• Quick link to the Deal Registration portal via link (left) and
through the Dashboard (right)
• We will use the link on the Dashboard for guiding through the next slides…
Dell Software Group3
Deal and LOB registration explained
• Deal Registration– EMEA based Registered, Preferred and Premier Partners can
qualify for deal registration. There are monetary thresholds and partners must register their deal through the portal.
– “if a deal or LOB registration is approved by Dell, Dell will not proactively engage in direct-sales efforts for that deal or the LOB, as applicable, for the associated end-user account.”
• Line of Business (“LOB”) Registration– This allows “auto approved” Deal Registration for your customers
you registered and got approval for. The LOB indicates the products and solutions from the Dell PartnerDirect competencies (example: Dell Security (SonicWALL)).
See for more details: http://partnerdirect.dell.com/sites/channel/en_ie/Purchasing-Toolbox/Pages/DealRegistrationInstructionsandGuidelines.aspx
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Create a list of your customers
• Partners have the ability to create a “Customer List” that they can use and reuse for deal registration. Once you enter their information, it will be available for use again the next time you enter a deal registration for this customer.This is not mandatory but makes live easier.
You can add new customers here
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Now we are ready to register a deal
• Go back to the homepage and click again on this link
• Now click on
• To enter a new deal registration click on
• From the drop down list select “Deal Registration” as Record Type
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Select Deal Registration Record Type
Deal Registration
Create New Deal from LOB
Deal Registration for
Existing End Customer
• Standard record type to request deal registration
• To submit deals for approved from Line of Business (LOB) related to a list that would appear on your profile
• This will auto populate end customer information from your customer list (once you have created the list)
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Option 1: Deal Registration
• Standard new customer
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Option 2: Create New Deal from LOB – Available to Preferred/Premier Partners • If you have been granted Line of Business (LOB) approval for
a particular end customer, this list will appear in your profile. To create a new deal from that customer list, select the customer, then select “create new deal” If the deal falls within the product list covered by the awarded LOB, the registration will be auto approved.
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Option 3: Select from the list “My Customers”
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Now all deal details can be entered
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Fields assistant
• All fields marked are mandatory
• Mouse over the “question mark” give you hints on completing the field
• Please make sure you select the correct “Solution Type” as this will then automatically be rerouted to the right people within Dell
• Every time you add a deal registration your customer references can be saved for later reference and use
• Ones completed click “Save & Add Product
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Submit for approval
• If you are happy with the fields entered you can now click on “Submit for Approval”
• Next…– If a deal is approved, Dell will notify the Partner by e-mail. Dell
strives to notify Partners of its decision within one to two business days.
– If a deal is declined, Dell will notify the Partner by e-mail, and will include the reason(s) for such decision.
– At all time you can check the status of the approval
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