Lead management tool partner user guide march 15 2013
This presentation is the property of its rightful owner.
Sponsored Links
1 / 54

Lead Management Tool Partner User Guide March 15, 2013 PowerPoint PPT Presentation


  • 95 Views
  • Uploaded on
  • Presentation posted in: General

Lead Management Tool Partner User Guide March 15, 2013. Confidential. Agenda. What is the Lead Management Tool? Setting up Your Company View a Lead Accept a Lead Reassign a Lead Reject a Lead Update a Lead Converting a Lead to a Deal Submit a Lead Submit Multiple Leads.

Download Presentation

Lead Management Tool Partner User Guide March 15, 2013

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Lead management tool partner user guide march 15 2013

Lead Management Tool Partner User GuideMarch 15, 2013

Confidential


Agenda

Agenda

  • What is the Lead Management Tool?

  • Setting up Your Company

  • View a Lead

  • Accept a Lead

  • Reassign a Lead

  • Reject a Lead

  • Update a Lead

  • Converting a Lead to a Deal

  • Submit a Lead

  • Submit Multiple Leads

Confidential


What is the lead management tool

What is the Lead Management Tool?

  • Provides a single point of access for all of your Dell lead information

  • Receive and manage leads you receive from Dell easily on the PartnerDirectPortal

  • Add your own individual leads to

    the system or use the mass

    upload template after a Dell

    co-funded marketing activity

    or event

  • Leads can be converted to deal

    registrations at the click of a

    button

Confidential


Setting up your company

Setting up Your Company

  • To ensure effective lead routing, a Lead Super User must be set up by the Partner Account Administrator

    • Partner Administrators will simply check the box for the “Enable Lead Super User” option while editing a user on the PartnerDirect Portal My Company page

    • No leads will be assigned to the partner account until a Lead Super User has been identified

    • Super Users will be able to view and edit all leads assigned to their partner account, and they can assign these leads to individual users within their organization

Confidential


How to view a lead

How to View a Lead

Confidential


Log in to the partnerdirect portal

Log in to the PartnerDirect Portal

Log in at dell.com/partner

Confidential


Navigate to lead management

Navigate to Lead Management

Choose one of the “Lead Management” links available from your home page (these may vary depending upon your region)

Confidential


Navigate to view my leads

Navigate to “view my leads”

Lead Management Landing Pages will vary depending on your region. Navigate to the “view my leads” link on your page

Confidential


Select your view

Select your View

The default view will be “recently viewed leads”

Select your leads view from the Leads Home page.

There are several views to choose from, however, leads will only be visible after they have been assigned to you

Confidential


How to accept a lead

How to Accept a Lead

There are multiple ways in which leads may be assigned to a Channel Partner in the lead management tool:

Lead allocation from Dell marketing events or campaigns

Dell segment teams will route leads to channel through collaboration efforts

Partners can submit leads after a co-funded marketing campaign or event

Confidential


Email assignment notification

Email Assignment Notification

When a lead is assigned to a Partner, an email notification will be sent

You may click on the hyperlink in the message to be taken directly to the lead detail view, where you can review and accept the lead

Confidential


Accept from the lead detail page

Accept from the Lead Detail Page

After clicking the link provided in the notification email, you will be directed to the Lead Detail page

Here you may view the lead information and accept the lead by clicking on the “Accept” button

Confidential


Accept from a lead view

Accept from a Lead View

You may also accept a lead by choosing it from the “All Leads Pending Acceptance” view on the Lead Home page

Select the Lead you wish to accept by clicking on the name, and you will be directed to the lead detail page

Confidential


Accept from the lead detail page1

Accept from the Lead Detail Page

After clicking the lead name from within the leads view, you will be directed to the Lead Detail page

Here you may view the lead information and accept the lead by clicking on the “Accept” button

Confidential


Accepting multiple leads

Accepting Multiple Leads

If you have many leads and wish to accept them all at once, you may do so from the “All Leads Pending Acceptance” view

Check the box(es) of the lead(s) that you wish to accept and then select the “Accept Channel Lead” button

You will receive this message if you are in a view other than “All Leads Pending Acceptance”

Confidential


Verify acceptance

Verify Acceptance

After clicking the “Accept Channel Lead” button, you will be returned to the “Recently Viewed Leads” view

You may verify the leads you just accepted, however, by changing to the “All Accepted Leads” view and sorting by the lead name or lead accepted date

Confidential


How to reassign a lead

How to Reassign a Lead

Confidential


Reassigning a lead

Reassigning a Lead

Lead reassignment is used to change lead ownership from one partner user to another, within the partner company

This can be done before or after accepting a lead, by choosing either the “All Accepted Leads” or “All Leads Pending Acceptance” view

Select the Lead you wish to reassign by clicking on the name. You will be directed to the lead detail page

Confidential


Reassigning an accepted lead

Reassigning an “Accepted Lead”

From the lead detail view of an accepted lead,

Select the “Reassign” button

Confidential


Reassigning a lead pending acceptance

Reassigning a “Lead Pending Acceptance”

From the lead detail view of a newly assigned, unaccepted lead, Select the “Reassign” button

Confidential


Choose the user and assign the lead

Choose the User and Assign the Lead

Select the radio button of the user the lead should go to, and Select the “Assign” button

Only partner users assigned Lead Management access will appear in the list. If you believe a user is missing, please contact your Partner Administrator for assistance

Confidential


Viewing a reassigned lead

Viewing a Reassigned Lead

Reassigned leads will be visible in the “recent leads” summary view of your portal session with a partner lead status of “reassigned”

If you click on the lead to view it, however, you will receive an insufficient privileges error since you are no longer the lead owner

Confidential


How to reject a lead

How to Reject a Lead

Confidential


Select reject

Select Reject

While viewing the details of a newly assigned lead, you may determine that you are not interested in following up.

If you do not wish to reassign the lead to another user at your company, you may click on the “Reject” button to reject the lead.

Taking this action will remove you as the lead owner and return the lead to Dell for reassignment

Confidential


Choose rejection reason save

Choose Rejection Reason & Save

After clicking the “Reject” button, you will be required to choose a rejection reason from the drop down menu

Select “Save” to complete the Reject lead process

Confidential


Viewing a rejected lead

Viewing a Rejected Lead

Rejected leads will be visible in the “recent leads” summary view of your portal session with a partner lead status of “rejected”

If you click on the lead to view it, however, you will receive an insufficient privileges error since you are no longer the lead owner

Confidential


How to update a lead

How to Update a Lead

Confidential


Select the lead

Select the Lead

Once you have accepted a lead, follow up with the customer and update the lead record with status and any new information from the customer

From the “All Accepted Leads” view

Select the lead that you wish to update

Confidential


Select update record

Select “Update Record”

Select the “Update Record” button

Confidential


Update record save

Update Record & Save

Update relevant information including the items highlighted

Select the “Save” button at the top or bottom of the page

Confidential


Dell status fields

Dell Status Fields

Please do not edit the fields highlighted in Yellow, these are Dell status fields and should not be changed

Confidential


How to convert a lead to a deal

How to Convert a Lead to a Deal

Confidential


Convert to deal criteria

Convert to Deal Criteria

A lead must meet the following criteria to be converted to a Deal: 1) Called Customer = Yes, 2) Sales Qualified = Qualified, and 3) either the “Related Contact” or “Account” fields must be populated

Confidential


Change the view to all my leads

Change the View to “All My Leads”

Select the “All My Leads” view

Select the lead that you wish to convert to a deal

Confidential


Select new deal reg

Select “New Deal Reg”

Select the “New Deal Reg” button

If the convert to deal criteria are not met, the “New Deal Reg” button will not be available. If this occurs, please contact your channel account team for assistance

Confidential


Enter your deal registration

Enter Your Deal Registration

The lead information will auto-populate to the deal registration form

Complete the additional required fields and submit for approval

Confidential


How to submit a lead

How to Submit a Lead

Confidential


Navigate to register a lead

Navigate to “Register a Lead”

Lead Management Landing Pages will vary depending on your region. Navigate to the “register a lead” link on your page

Confidential


Select a campaign

Select a Campaign

On the Lead Generation Interface page, scroll through the campaigns and select “Submit Single Lead” for the campaign you wish to add the lead to

If you wish to submit a lead for a campaign that is not listed please reach out to your channel team

Confidential


Fill out the lead form

Fill out the Lead Form

Areas highlighted with a red bar are required

At least one phone number must be filled out

After completing this page of the form select “Next”

Confidential


Submit the lead

Submit the Lead

After completing the form select “Submit”

Confidential


Lead submission confirmation

Lead Submission Confirmation

Upon submission of the lead, you will receive 1) a web confirmation with a lead ID number, and 2) an email confirmation

1)

2)

Confidential


Submit a lead via my customer

Submit a Lead via My Customer

Confidential


Submit a lead via my customer page

Submit a Lead via My Customer Page

Selecting the new lead option from the My Customer page, will direct you to a lead generation interface page with a list of available campaigns

Confidential


Select a campaign1

Select a Campaign

Choose the campaign you would like to submit the lead against, and click the “continue” button

Confidential


Fill in the lead details submit

Fill in the lead details & submit

The existing “my customer” information will auto-populate to the new lead form. Continue filling in the lead details and click submit

Confidential


How to submit multiple leads

How to Submit Multiple Leads

Confidential


Navigate to register a lead1

Navigate to “Register a Lead”

Lead Management Landing Pages will vary depending on your region. Navigate to the “register a lead” link on your page

Confidential


Select a campaign2

Select a Campaign

On the Lead Generation Interface page, Scroll through the campaigns and select “Submit Multiple Leads” for the campaign you wish to add the leads to

If you wish to submit a lead for a campaign that is not listed please reach out to your channel team

Confidential


Download the mass lead documents

Download the Mass Lead Documents

Select “Click for the mass upload template” and save the template to your computer

Select the “Mass lead upload instructions – FAQ” and save the document to your computer

Follow the upload instructions to fill in the template with your lead information, and save the completed file to your computer

Confidential


Mass lead upload template

Mass Lead Upload Template

  • The mass lead upload excel template contains the same fields available on the single lead submission form. Use this template when you wish to submit multiple leads at one time, such as after a co-funded marketing event

  • Template Notes:

    • Mandatory fields are marked in yellow and orange

    • Fields requiring pick list choices are marked for your reference

    • Fill in all the fields possible based on the information captured from each lead

    • Save your lead file with a unique name and close it before uploading to the portal

    • To avoid errors do not resubmit the same file more than once

Confidential


Upload the lead file add comments

Upload the Lead File & Add Comments

Upload your completed lead file by selecting “Browse” and then navigating to where the file is saved

Fill in any comments and then select “submit”

Confidential


Lead submission confirmation1

Lead Submission Confirmation

Upon submission of the lead, you will receive 1) a web confirmation with a Mass Lead Upload Request ID number, and 2) an email confirmation

1)

2)

Confidential


Questions

Questions?

Confidential


  • Login