Small and Medium Business Margin Builder Tool MARGIN ... Builder step b… · • The incentive is delivered to the partner in the form of a discount authorized by Symantec and passed

Margin Builder...from Symantec - EMEA

MARGIN BUILDER – STEP BY STEP

GUIDE 2014 - EMEA

Small and Medium Business Margin Builder Tool

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Agenda

• What is the Margin Builder tool?

• 5 Simple Steps to using Margin Builder!

• Market Segments / Licensing Programs

• Products available in the SMB tool: Security & Backup/Availability

• Margin Builder tool demonstration: The Deal Registration process

• Email verification process

• Accessing Margin Builder via PartnerNet

• How to submit a deal on the Margin Builder tool

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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 registered 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 passed on by distribution.

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5 Simple Steps to using Margin Builder!

• Identify a new license opportunity…

• Register your deal on the Symantec Margin Builder tool

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

• For eligible deals, the partner will be issued with a Deal-ID for an

additional 10% or 20% Margin* depending on their status

• Pass your Deal-ID to your distribution partner to claim your additional

10% or 20% Margin*

*Symantec will provide sufficient discount to the Distributor to enable them to offer you an additional recommended discount as outlined above. Any actual pricing will ultimately be as agreed between the Distributor and you.

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Market Segments… Licensing Programs

• The integrated Symantec Licensing Programs are

designed to streamline the purchase of Symantec

software as well as support 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 follow the below link:

www.symantec.com/en/uk/partners/licensing/index.jsp

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Products available in the SMB tool:

Security & Backup/Availability

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Eligible Products - Security

More info at… https://marginbuilder.partnermarketing.com/page/how-it-works

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Eligible Products – Backup/Availability

More info at… https://marginbuilder.partnermarketing.com/page/how-it-works

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Margin Builder...from Symantec - EMEA 9

Margin Builder tool demonstration:

The Deal Registration process


Email verification process… Validation step

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Go to….

www.marginbuilder.com

•The partner email address needs to be

entered in order to validate the user

•This will query the PartnerNet user database

•If the partner is in PartnerNet database user is

sent to claim form

•If the partner is not in PartnerNet database

user will have to register on PartnerNet in order

for the deal to be approved

•You can also access your deals by logging in

through PartnerNet:

http://partnernet.symantec.com


Accessing Margin Builder via

PartnerNet

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PartnerNet login

Go to….

www.symantec.com

Click on 'Partners' in the top

menu

•Click on 'Login to PartnerNet' on

the right-hand side menu

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You can also select the 'PARTNERS' link from the pop-up menu at the beginning!

Choose Your Destination

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Enter your login details. If

you don’t have an account

please complete the

Symantec Partner

Application form

Next steps…

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Specializations: to find out

more follow this link.

Specializations…

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http://partnernet.symantec.com/portal/faces/programs/specializations-overview?_adf.ctrl-state=z2784l8oz_142&_afrLoop=27433539885000

http://partnernet.symantec.com/portal/faces/programs/specializations-overview?_adf.ctrl-state=z2784l8oz_142&_afrLoop=27433539885000


SMB Specialized Partners:

Click on the '## Opportunities'

link to reach the Symantec

Margin Builder tool

SMB Opportunities…

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How to submit a deal on the Margin

Builder tool

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Deal submit page – Step 1: Validate

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Please insert your

email and click on

'Validate'. If your

company is already

registered in PN you

will be able to

register a new deal

opportunity.


Different introduction text depending on your specialization

status. This states that the partner is at 'Registered' level in

the Symantec Partner Program (SPP)

Deal submit page – Step 2: About you

After verifying your details, the tool

automatically populates your company

name, your email address and your

country

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You will then need to select the relative Market Segment / Licensing

program, the Distributor, and if relevant, a Symantec marketing lead

reference code. You can tick the box 'I don’t have an activity code' if

you are not in possession of one


Deal submit page – Step 3: The customer

To search for your customer, you need to

enter either the End user company name

and the End user company postcode along

with the End user company country. N.B

Postcode and website are not mandatory

fields

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The D&B search returns as many results as possible

according to the search criteria

The partner can manually enter the End user details if they cannot be found in the

results list

If the relevant End User is not in the resulting list, the partner has the opportunity to modify

their search


If the End user does not

appear in the search results,

the partner is shown this

message

Partners are prompted to

manually enter the End user

information


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The partner has the ability to

enter all End user details when

clicking ‘Manual Entry’. The

mandatory fields are:

End user company name

End user company postcode*

End user company country

End User company town

*Postcode is mandatory when

submitting a deal manually


A simple bullet point list is

presented to clearly show

what products are available.

The list of eligible products

for the SMB tool can be

found by following this link:

http://www.emea.symantec.c

om/info/margin_builder/eligib

le_products.html

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The product categories can

be expanded and shrunk as

desired. Simply click on the

'View more' and the 'View

less' buttons

Deal submit page – Step 4: The products

Margin Builder...from Symantec - EMEA 25

The selected products are clearly

highlighted

The partner must select the following

deal information: license type, quantity

and maintenance type

The quantity can be selected by

adjusting the slider or typing in the

amount of seats / pieces in the allocated

box

Before submitting the deal the partner

must agree the Terms & Conditions.

There is also a link for the T&C’s to be

downloaded

If required the partner can tick

‘Remember me’ at the end. This will keep

them logged in on specific computers,

therefore their email address will not

need to be verified again

Deal submit page – Step 5: Configure products

Different license

types for the same

product can also be

added if necessary.

The total will

determine how

many licenses can

be added


Deal submit page – Step 5: Configure products

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If the maintenance option selected for the

deal is less than 3 years, a pop-up window

appears and provides the choice of an

additional three years option

If ‘No’ is selected, the user continues to

the deal confirmation page and will only

receive an email notification showing the

previously selected option. If ‘Yes’ is

selected, the email notification generated

for the deal will contain both options


Deal submit page – Step 6: Status

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If ‘Remember me’ was ticked,

partner can view the claims you

have previously submitted from

this computers. Deals can be

viewed for the whole company,

but the user is sent to PartnerNet

and required to sign in

Each deal has a ‘shell life’ of

60 days. If the deal is not

closed within this time

period, it is auto-expired. A

reminder email is sent to the

partner after 30 days

This is the deal confirmation

page. You can click on ‘View

deal details’ to review your

deal

The deal ID must be

passed on to the

distributor and carried all

the way through the deal.

This is how we track

deals and produce

analytics on the whole

Margin Builder program

Confirmation that the deal

has been approved


Thank you!

Copyright © 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates 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.

Symantec Margin Builder Helpdesk

[email protected]

+44 1844 393026

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mailto:[email protected]

Documents

Small and Medium Business Margin Builder Tool MARGIN ... Builder step b… · • The incentive is delivered to the partner in the form of a discount authorized by Symantec and passed