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© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Home Partner Onboarding Cisco Tools & resources Acronyms Sales Management Teams Cisco Confidential 1 © 2012 Cisco and/or its affiliates. All rights reserved. Sales Collaboration Platform New Enhancements & Capabilities May 20 th , 2013

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Sales Collaboration Platform. New Enhancements & Capabilities May 20 th , 2013. SCP May Release Content. Mobile Application New View of Target Prospect Lists Enhanced PSR Assignment Uploading Partner Leads into SCP Bulk Assignment of Leads and Target Prospects. - PowerPoint PPT Presentation

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Page 1: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential 1© 2012 Cisco and/or its affiliates. All rights reserved.

Sales Collaboration Platform

New Enhancements & CapabilitiesMay 20th, 2013

Page 2: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential© 2012 Cisco and/or its affiliates. All rights reserved. 2

SCP May Release Content• Mobile Application

• New View of Target Prospect Lists

• Enhanced PSR Assignment

• Uploading Partner Leads into SCP

• Bulk Assignment of Leads and Target Prospects

Page 3: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential 3© 2012 Cisco and/or its affiliates. All rights reserved.

Cisco Sales Collaboration Mobile ApplicationTake the Platform with you when you leave the office by using the SCP mobile app, available for Apple iOS (*) & Android smart phones and tablets

SCP Mobile • An extension of your desktop – intuitive

and easy to use • Easy to download from iTunes and Google

Play• Download the Android SCP Mobile app

from Google Play• Download iOS SCP Mobile app from the

App StoreNew in May – Local Language SupportAmericas Supported Languages• English, Spanish (*), French (*), Brazilian

PortuguesePartners can visit Sales Collaboration Platform page in Partner Central

(*) Apple iOS only supports European Spanish & French

Page 4: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4

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Cisco Tools & resources AcronymsSales

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Cisco Confidential 4© 2012 Cisco and/or its affiliates. All rights reserved.

SCP Target Prospect List ViewView your Target Prospects by Geography, Target Architecture, Propensity to Buy, Wallet or Industry

SCP users can now choose to view their Target Prospects by: • Geography • Target Architecture • Propensity to Buy • Wallet • Industry Once you chose your view, you can still click on any column header to sort Target Prospects displayed

Page 5: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

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Cisco Confidential 5© 2012 Cisco and/or its affiliates. All rights reserved.

Enhanced PSR assignment by PA

1) Partner Admin opens a Target Prospect from the SCP Home Page2) Check if your Cisco Sales contact has recommended a PSR3) If you would like to assign the Target Prospect to the PSR who has been recommended just click on “Assign” button4) If you would like to assign the Target Prospect to another PSR just click “Edit” button and assign as usual

Page 6: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential 6© 2012 Cisco and/or its affiliates. All rights reserved.

Partner Lead Upload

1) Select the “Download Lead Template” from the Leads tab in SCP and follow instructions to populate required data2) Go back to the Leads tab in SCP and select the “Upload Leads” button and follow the prompts

Note: You will be given the option to download Lead Upload Results. View this file to identify any rejected records. Correct and repeat the process

Page 7: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential 7© 2012 Cisco and/or its affiliates. All rights reserved.

Bulk assignment of Leads & Target Prospects to PSR

1) Partner Admin views “My Newly Assigned Prospects”

2) Click the Target Prospects that you wish to Assign / Share with your PSR

3) Click Assign to PSR

4) Select PSR from list

5) Click on “Select” button - All selected Target Prospects will now be shared with the chosen PSR

Page 8: Sales Collaboration Platform

© 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8

Home Partner Onboarding

Cisco Tools & resources AcronymsSales

ManagementTeams

Cisco Confidential© 2012 Cisco and/or its affiliates. All rights reserved. 8

Cisco Support & Resources

Please reach out to your Cisco Partner Account Manager or Territory Manager; the Platform is designed for you to work together.

For Technical Support Using the Platform• Please contact the Partner Relationship Team (PRT)

For Technical Support Using SCP Mobile• Contact SCP Mobile email support: [email protected]

Information, Training, and Videos• View and/or download resources at Cisco Sales Collaboration Platform

Page 9: Sales Collaboration Platform

Thank you.