when title is not a question n o ‘we can’ deal registration entry and submission august 2010

Deal RegistrationEntry and Submission

August 2010

Deal Registration – Portal Logon

2 May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA

The Partner Portal can be accessed from partnerportal.ca.com

An email address and password will have to be entered to gain access to the system.

Deal Registration – Partner Entry


Deal Registration access is located in the “Deal Registration” tab by selecting the plus sign on the navigation bar to expand your selection.

Then select “Deal Registration” to continue.

Deal Registration – Landing Page


The Deal Registration landing page shows a summary of the offering and provides helpful links to the Terms and Conditions and other informational documents.

Partners enter the Deal Registration System by clicking here.

Deal Registration - System


The partner deal

entry process will

be accessible from

the “Register New

Opportunity”

option

Deal Registration – Register New Opportunity


CA Technologies is executing a bold vision for

the future, where IT resources are delivered with unprecedented levels of flexibility

To proceed with the registration, user must complete the mandatory fields.

• End User

• Expected Close

• Additional Opportunity Details

• Product Types

• Values (visible after product types is chosen)

Deal Registration – End User




The search button must be selected to enter in an end user.

The company will need to be entered into the keyword search field, the appropriate country needs to be selected and the relevant state must be chosen.

Deal Registration – Add End User




If the company does not already exist in the database, the option to add them by selecting will appear in the lower right hand corner.

If the company does exist, the button needs to be selected to choose the appropriate account.

Deal Registration –Details


• Expected close date must be entered

• Name your opportunity is optional. If not entered, the name will default to the end user

• Distributor follows the same process as the end user and may or may not be optional, depending on the region

Deal Registration – Product Types


Select the appropriate product types from the drop down menu

Deal Registration – Product Values


Based on the product type selection, user must enter in the correct values for each product.

The data entered against the products will be totaled at the bottom to figure the total estimated value of the deal.

Deal Registration – Save and Submit


Once finished

entering the

value for the

correct products,

user must select

save and submit

to proceed.

Deal Registration – Opportunity Details


The Deal Registration is now complete.

The partner will be taken to the opportunity details pop-up where they can track the status of the registration and continue to work the deal.

Deal RegistrationManagement

August 2010

Deal Registration - Homepage


Partners can review and manage their deals through the portal.

A number of quick links are available.• Active• Rejected• Expiring• Awaiting Approval• Awaiting Payment• Recent Won Deals

Deal Registration - Update


Deal Registration Update shows any new system enhancements that are relevant to the partner Deal Registration process

Deal Registration – Manage Opportunities


This page provides a centralized location for partners to manage their deals.

A number of dynamic filters are provided to assist the partner in locating a specific deal or groups of deals.

Deal Registration – Manage Opportunities


“Restrict Opportunities to” will allow partners to view deals they registered or all deals that were registered by their company.

“Program Status” allows the partner to select programs that are active or from our legacy programs that CA has sunset.

By default, this is set to “My Assigned Only” and “Active Programs”.

Deal Registration – Email CA Technologies


The partner will be able to send a message to CA by using the “Send Message to CA” button.

The “Contact CA” dialog will pop up allowing them to enter their message.

Deal Registration – Opportunity Details


A partner will be able to view the details of the deal by clicking on the “View Deal” icon.

The opportunity details screen will appear. The status of the deal will determine what functionality the partner has when viewing the opportunity details.

Deal RegistrationDeal Completion

August 2010

Deal Registration – Closing a Deal


To close a deal the partner will be able to click on the “Complete Deal” icon.

Deal Registration – Closing a Deal Won or Lost


The partner will

be able to select

if they won or lost

the deal, which

will determine

the questions

that are asked

during the

completion

process.

Deal Registration – Closing a Deal Won


The partner will be asked to confirm if they closed the deal.

Deal Registration – Closing a Deal Won by Partner


The partner will be required to enter the relevant information regarding the deal completion

Deal Registration – Closing a Deal Won by Another Partner


The partner confirms that they did not fulfill the deal and need to confirm that another partner won it.

Deal Registration – Closing a Deal Confirmation


The partner will

receive

confirmation that

the deal has been

closed

Deal Registration – Closing a Deal Lost


The partner will have to confirm the reason for the deal being lost. This option is selected if the registered partner or another partner have not won this deal.

Deal Registration – Closing a Deal Confirmation


The partner will receive confirmation that the deal has been closed.

Deal Registration – Closing a Deal Confirmation (cont)


If a rebate is eligible with

the deal registration,

The deal will update to

“Awaiting Payment” and

routed to finance for

review. If there is no

rebate associated with

the program, the deal will

close as “Won” or “Lost”.

thank you

when title is not a question n o ‘we can’ deal registration entry and submission august 2010

Documents

cadeal registration

cadeal registration

cadeal registration

deal registration system

cagraphic optionmay

deal registration portal

chosengraphic optionmay

caca technologies