© 2013 ibm corporation1 business partner comarketing center training (cmc) 2013

© 2013 IBM Corporation1

Business Partner CoMarketing Center Training (CMC)

2013

© 2013 IBM Corporation

Agenda

How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)

Accessing CMC

Basic Navigation

Accepting the Incentive Offering

Submitting a Marketing Activity Request

Submitting a Claim

Help Resources

IBM Software WW Business Partners and Midmarket


AgendaHow Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)

Accessing CMC

Basic Navigation



Submitting a Claim

Help Resources

© 2013 IBM Corporation4 IBM ConfidentialApr 18, 2023

What is different between CMC and CMT?

Function CMT CMC Improvement -CMC over CMT

Access Via PartnerWorld Via PartnerWorld Single sign-on from PartnerWorld

Accepting T’s & C’s Done with each application

Business Partner accepts one time

Separate one-time step to accept the T’s & C’s and Incentive Offering

Submitting co-marketing applications

Term – ApplicationRequired CEID and Postal Code to submit.

Term – Marketing Activity Request (MAR)Requires one-time acceptance of Incentive Offering before first MAR.

CEID and Postal code no longer required to submit MAR.Ability to save drafts

Submitting claim documentation

Documentation mailed, emailed or faxed

Documentation attached to form

No more lost proof of performance and invoice documentationAbility to save drafts

Business Partner employee access to co-marketing applications and claims

Only application submitter could view application and submit claim unless administrative request to IBM

All Business Partner employees associated with CEID can view and edit applications and claims

More Business Partner flexibility in viewing/editing documents


New Terms in CMC

New Term Abbreviation Description

Co-Marketing Center CMC Co-marketing Tool

Create & Design C&D Repository of brand collateral available to BPs, Agencies and VADs to build campaign deliverables available on CMC

Marketing Activity Request

MAR Application

Marketing Activity Creator

MAC Person who submits the MAR (Business Partner, Agency, IBMer)

Incentive Offering IO Co-Funded Marketing Initiative with Terms & Conditions


Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)

Accessing CMC

Basic Navigation



Submitting a Claim

Help Resources


Guide Me Through Accessing the Co-Marketing CenterStep 1 – Log on to PartnerWorld - http://www.ibm.com/partnerworld

Step 2 – Select “Member sign in.”


Guide Me Through Accessing the Co-Marketing Center

Step 3 – From PartnerWorld homepage, Select “Program” and then select “Co-marketing”

Step 4 – At bottom of the Co-marketing page under “Access,” select “Visit the IBM Co-Marketing Center “



Accessing CMC

Basic Navigation



Submitting a Claim

Help Resources


CMC Homepage

Menu for signing up for the IncentiveOffering, accepting the Terms & Conditions and checking the status of an Incentive Offering

Language SelectionPrimary Menus


Menu for Submitting & Working with MARs

CMC Homepage


Menu for Submitting & Working with Claims

CMC Homepage



Accessing CMC

Basic Navigation



Submitting a Claim

Help Resources


Guide Me Through Accepting the Incentive Offering (IO)

Step 1 – From the Co-Marketing Center Home Page, select “Co-Marketing Funds,” then select “Incentive Offering.” Lastly, select “Sign up for Incentive Offering.”

Step 2 – Choose an Incentive Offering from the drop-down menu.

Step 3 – Next, select “Terms and Conditions” to review. Check the box indicating that you agree and select the “Submit” button.

Note: See next slide if you are not able to complete this task as described


Common Scenarios Why You Can’t Accept Incentive Offering Scenario 1 – You have multiple PartnerWorld IDs and you are not using the PartnerWorld ID that is

associated with the CEID for the Incentive Offering you wish to accept. Please validate your id in PartnerWorld to ensure it is associated with the Incentive Offering CEID. Contact your co-marketing offering manager to validate the CEID.

Scenario 2 - You have not been invited to the co-marketing incentive offering. Contact your co-marketing offering manager to discuss eligibility.

Scenario 3 – You do not see an Incentive Offering in the drop-down menu because the Incentive Offering has already been accepted. To check if your Incentive Offering has already been accepted, from the Co-marketing Tool homepage, select “Co-marketing Funds,” then select “Incentive Offering,” then select “View Accepted Incentive Offerings.”

Guide Me Through Accepting the Incentive Offering (IO)



Accessing CMC

Basic Navigation



Submitting a Claim

Help Resources


Guide Me Through How To Submit a Marketing Activity Request

From the Co-Marketing Center Home Page, follow these steps.

Step 1 – Select “Co-Marketing Funds,” then select “Marketing Activity,” then select “Submit a Marketing Activity Request.”



Step 2 – Choose the Incentive Offering from drop-down Menu.

Step 4 – Enter Activity Name & Description.Step 5 – Click to Select IBM Brands.

Note:

Note:

Step 3 – Complete Contact Detail.



Step 6 – Enter target end-user client detail and revenue estimates.

cc

Step 7 – Enter Spending Category, Tactic Cost, Activity Start and End Dates, planned attendees if event

Note: Required field if Spending Category is an event

Step 8 – Edit the expense fields for your spending category or check the box just above if no planned expenses

Important Note!!



Note:

Step 9 – When Finished, Click Submit.

Note: MARs should be submitted 5 working days prior to the Activity Start Date



Review Event Certification Notification

One additional step when completing an EVENT Marketing Activity Request



Accessing CMC

Basic Navigation



Submitting a Claim

CMC Help Resources


Guide Me Through Submitting a Claim

STEP 1 – To submit a claim, from the Co-Marketing Home Page, select “Co-Marketing Funds,” then select “Claim Processing,” then select “Submit & Edit a Claim.”

STEP 2 – Choose the UCID you wish to claim against on the Select UCID drop-down menu.

From the Co-Marketing Center Home Page, follow these steps.



Step 5 - Upload Proof of Performance/Invoices

Step 6 - Click “Submit” to submit claim

Step 3 – Review Spending Category details and make edits as needed

Step 4 - Select “Update” to save your changes


STEP 1 – In lower right hand corner of the form, select Upload Documentation.

STEP 3 – When you have finished selecting documentation, select “Upload,” then select “Close.”

STEP 2 – A pop-up appears. Use the “Select” button to find your document and add it to the claim.


How to upload documentation

Note: A Smart Checklist is displayed with a list of required documentation.

Note: Most co-marketing initiatives require leads. Be sure to enter you leads in the Global Partner Portal as soon as possible to ensure there are no delays in the processing of your claim.



Additional EVENT Claim Step – Complete event certification



Accessing CMC

Basic Navigation



Submitting a Claim

CMC Help Resources


CMC Help Resources

Additional reference and education materials are available:

https://www.ibm.com/partnerworld/wps/servlet/ContentHandler/pw_com_cfm_edu

– CMC Overview– CMC Guide Me Throughs– Create & Design Education

To submit feedback or ask questions contact :– [email protected]

© 2013 ibm corporation1 business partner comarketing center training (cmc) 2013

Documents

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comarketing center cmc

co marketing applications

ibm comarketing center

comarketing center step

comarketing page

comarketing tool cmt

cmc basic navigation