Cisco Commerce Workspace
Software as a Service (SaaS) Capabilities Training November 2013 Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1 Introduction WebEx Offers Quote Order Search Subscriptions Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 2 External Version Software delivered and managed as a service by Cisco (cloud provider) or a partner(cloud enabler), wherein the customer does not acquire the software as a license to run on its own systems, but instead, accesses the software through the internet (cloud). Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 3 External Version All Steps – One Workspace A single integrated, scalable, intuitive workspace to engage with Cisco throughout the purchasing process Register Deal • Integrated, flexible workflow for deal registration, configuration, pricing and quoting Quote Configure • Real time guidance to valid selections reduces errors • Intelligent validations • Increased productivity by automatically integrating the quote into the Ordering process • Rich interaction and efficient navigation Order • Dramatically improved usability • Minimized data entry • Intelligent defaults from user profile All deals, quotes, configurations, and orders in one place Simplified and more intuitive user experience across all four steps Foundation for services and solution selling Release Update Training November 2013 External Version Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 4 Market Shifts Bring Opportunities What happens if we do nothing? “Tremendous opportunity with the Internet of Everything (IoE) $14.4 trillion of market share on the table.” John Chambers Information Technology Telecommunications Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 5 External Version Cisco has moved from the traditional pick, pack & ship model to a Flexible Consumption Model (FCM) Usage-based pricing models for software will grow 98% in the next two years IDC Almost every organization in our study intends to migrate software to SaaS— 95% expect to invest significantly Gartner The market is continually driving toward greater flexibility and lower costs Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 6 External Version Build the operational capabilities to sell, transact and support utility consumption business models that put in place the foundation to scale this new business model in a way that makes it easy to do business with Cisco. Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 7 External Version • Q1 FY14 Release Foundation enables SaaS transactional capabilities for three U.S. partners: 1. 2. 3. CDW Intercall Nexus • Limited transactional volumes using SaaS WebEx (WebEx Meetings) offering as the first use case • Preparing functional groups for scale over three quarters with the first real volume impact expected in Q4FY14, May 2014 • SaaS orders initiated from CCW flow directly into Subscription Billing Platform (SBP) – bypassing Cisco OM / Order Distribution Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 8 External Version SaaS offers are designed for customers who are looking for the benefits of cloudbased collaboration tool with dynamic pricing and configuration. WebEx products include: • Cisco WebEx Meetings - Provides industry-leading web conferencing with audio, web, and high-definition video, along with document, application, and desktop sharing. • Cisco WebEx Messenger - Enables a full unified communications experience including presence, IM, audio, video, desktop sharing, and conferencing. • Cisco WebEx Enterprise Edition - Delivers a rich collaboration experience for specific lines of business, including team meetings, events, corporate training, and customer support. SaaS WebEx Offer SKU Name Named User A-WX-NAMED-USER Employee Count A-WX-EMP-COUNT Active User A-WX-ACTIVE-USER Ports A-WX-PORTS Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 9 External Version © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 1. From the new CCW landing page, you can create quotes, orders, and manage your Subscriptions. Clicking the home icon will always bring the Partner back to this page. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 11 External Version 1. 2. 3. 4. Add a name for the Quote. Click on the calendar icon to choose a Closing Date. Select Deal Category from the drop down menu. Select the Buy Method. 1 2 4 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 12 External Version Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 13 External Version 1. Check the box to add Partner Contact Information from User Profile. 2. To Select End Customer, click English. 3. Click View my Recent End Customers and make a choice from the list, or create a new End Customer. 3 2 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 14 External Version 1. Ensure Install Site Country is correct. 2. Click Create a Quote. v 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 15 External Version 1. On the Quote page, type in the entire WebEx SKU. Remember, these SKUs are hidden so the typed SKUs must be complete and exact. List of SKUs is included at the end of this training. 2. Click Add. SKU is added to the Quote. 3. Click Select Options; you are “punching out” to NextGen Configuration. 2 1 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 16 External Version 1. Select the Initial and Auto Renewal Terms. 2. Select Prepayment option. 3. Click on the calendar icon. Choose the Start Date. 1 22 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 17 External Version 1. 2. 3. 4. Click on Conferencing. Select Meeting Type. Enter number of users. Press Enter. Click the + to add to the Configuration. 2 1 4 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 18 External Version 1. Change number of users. Press Enter. 2. Click Update Qty to change the number of users in the Configuration. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 19 External Version 1. 10 GB of Storage is included @ $0. 2. Enter number of additional GB of Storage if needed. Per the Warning message, 50 GB is the minimum for additional storage. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 20 External Version 1. Choose Additional Audio Type. 2. VoIP in included. 3. Select Billing Type. 2 1 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 21 External Version 1. Select Audio Options. 2. Remove unwanted options by clicking on the trash can. 3. When Configuration is complete, click Done. 2 3 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 22 External Version 1. Read through Terms and Conditions. 2. Click Return to Configuration to modify current Configuration. 3. Click Done to accept Terms and Conditions and finalize the Configuration. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. 3 November 2013 Slide 23 External Version • Audio and Storage are optional • Ensure your Configuration is complete and valid as no changes can be made in Order • Review and reconfigure saved Configurations Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 24 External Version 1. Configuration is Valid. 2. Click Save and Continue to save and to move to Discounting. 3. Click Save to save and stay on the current page. 1 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 25 2 External Version 1. Review discounting. 2. Click Save and Continue to save and to move to the Review and Submit Tab. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 26 External Version 1. Ensure that all tabs have green checks. Red errors must be rectified before submitting. 2. Scroll down to add CAM. Select CAM. 3. Click Submit Quote for Approval. 1 2 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 27 External Version Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 28 External Version • Deal Registration with OIP is available for SaaS • RNSD is not available • WebEx SKUs are hidden so the typed SKUs must be complete and exact SaaS WebEx Offer SKU Name Named User A-WX-NAMED-USER Employee Count A-WX-EMP-COUNT Active User A-WX-ACTIVE-USER Ports A-WX-PORTS Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 29 External Version © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30 Search for approved Quote. Click on Quote. 1. Click Create a new Order from this Quote. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 31 External Version 1. Review information, and click Select Items to Order. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 32 External Version 1. Select Items to Order. 2. Click Continue. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 33 External Version 1. Click Save and Continue to save and to move to Discounting. 2. Click Save to save and stay on the current page. 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 34 1 External Version 1. Add Purchase Order Number. 2. Review Discounting. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 35 External Version 1. Click View by. Select Discount Details 2. Review Discounting. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 36 External Version 1. Click Continue when finished reviewing Discounting. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 37 External Version 1. 2. 3. 4. Add Taxability. Choose the appropriate category. Add Partner Primary Contacts. Click on the pencil icon and choose from the pop-up menu. Add Service to Contacts. Click on the pencil icon and choose from the pop-up menu. Click Save and Continue to save and to move to Provisioning. 4 1 3 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 38 External Version 1. 2. 3. 4. Click on Region Information. Select Country Code. Select Time Zone. Click Save. 1 2 3 4 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 39 External Version 1. 2. 3. 4. Click on Language Information. Select Primary Language. Add additional languages as needed. Click Save. 1 2 3 4 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 40 External Version 1. Click on Site Information. 2. Type in the Site URL. See example above entry box. 3. Click Save. 1 2 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 41 External Version 1. 2. 3. 4. 5. 6. Click on Admin Information. Type in the Admin Email. Type in the Admin First Name. Type in the Admin Last Name. Type in the Admin Phone Number. Click Save. 1 2 3 4 5 6 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 42 External Version 1. Click on Org Information. 2. Type in the Organization Name. 3. Click Save and Continue to move to the Review and Submit Tab. testco77 2 1 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 43 External Version 1. Ensure that all Icons are clear. Red errors must be rectified before submitting. 2. Complete contact information. This is optional. 3. Click Submit Order. 1 2 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 44 External Version 1. Review Order submission information. 2. Click View Submitted Order to see Order details. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 45 External Version • “Standalone” ordering for SaaS is not available in CCW. • Order must have only 1 SaaS Offer. No other products may be added to a SaaS Order. • Contact your Cisco AM and PDM: For multi-element orders For non-standard products / pricing • Partner Primary Billing Contacts must be unique. • The Provisioning, Domain, Site, and Admin email must be in same domain. • Partner must submit a Site Configuration for each TSP Audio Order. • English must always be added as either a primary or secondary language. • Order may be cancelled prior to provisioning. • Order Billing Contact and Provisioning Email Contact will receive notification when the site is provisioned. Partner must contact End Customer to enable access for branding. Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 46 External Version © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 47 1. Click on Orders. 2. Click on Recent. 3. Review the Orders and Order Status on this page. Select an Order. 3 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 48 External Version Item Tab shows the status of the Order. 1. Validation in Progress – At this stage an Order can be cancelled in CCW. 2. Accepted – An Order can no longer be cancelled in CCW. See PSM. 3. Fulfilled – Order is complete and software is provisioned. 1 3 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 49 External Version 1. Click on Orders. 2. Click on Recent. Select an Order. 1 2 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 50 External Version 1. Ensure Order is in the Validation in Progress Stage. 2. Click on Change Order | Cancel Entire Order. 2 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 51 External Version 1. Click Cancel Entire Order. 2. Select Reason for cancellation. 3. Click on Submit Request. 1 2 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 52 External Version Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 53 External Version 1 From the new CCW landing page, you can manage your subscriptions covered in Module 2 Training. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 54 External Version © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 55 1. Click on Orders on the Home Page. 2. Click on Invoices. 3. Click on the Invoice Number. 1 2 3 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 56 External Version 1. Click on Invoices. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 57 External Version 1. Click on Export PDF. From this screen you can also print and email the PDF. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 58 External Version 1. 2. 3. 4. Click on All Lines to get the full Invoice. Click Export the PDF. Click Open with Adobe Reader. Click OK. 1 2 3 4 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 59 External Version Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 60 External Version Click on the Invoice number in CCW. 1. Click on Add Dispute. Complete the required* information. 1 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 61 External Version ** Invoices 1, 2 1 3, 4 3 Q2 Q3 Delivery Hardcopy invoice with link for Usage Details PDF Invoice with a link to the SFTP folder containing the usage files PDF Invoice with a link to the SFTP folder containing the usage files Mailed PDF Consolidated File Invoice with link for Usage Details PDF invoice is file with multiple invoices for the same Partner with a link to the SFTP folder containing the usage files. PDF invoice is file with multiple invoices for the same Partner with a link to the SFTP folder containing the usage files. Email XML Invoice with Usage Details SFTP Folder N/A N/A Excel Invoice with Usage Details SFTP Folder XML Invoice with Usage Details Excel Invoice with Usage Details SaaS Pilot Partner Readiness Checklist 1 Provide email used to receive invoice notifications 2 Advise if ‘snail’ mail is required 3 Work to set up SFTP sites for invoicing 4 Work to set up XML for invoicing © 2012 Cisco and/or its affiliates. All rights reserved. ** Invoice includes Credit Memo and / or Invoice. Cisco Confidential © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 63 35261524 35261524 35261524 NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI 44444 ATTN: ACCOUNTS PAYABLE NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI 44444 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 64 External Version 35261524 Q3 SFTP LINK to Excel file with usage details Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 65 External Version © 2012 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 66 35261524 35261524 35261524 35261 CCW PDF Invoice Q2 only – Q3 Excel file with Usage Details ATTN: ACCOUNTS PAYABLE NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI 44444 NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI 44444 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 67 External Version Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 68 External Version Support Provider PSM CDW - Brandon Klein [email protected] Intercall -Nancy McMullen [email protected] Nexus - Geoff Stoddart [email protected] CPE [email protected] CS Support • Partner Subscription and Lifecycle management support (iPortal / SBP) • Cancellation of an order post-provisioning • Modification of non-billable parameters prior to “pending provision” status • Changing auto-renewal term to zero (stop auto-renewal) • Mid-term termination • CCW Support • Add an address • Update an existing address • Error Messaging in CCW • Invoice dispute [email protected] or 408.916.9454 Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 69 External Version Thank You • For more program information, visit the SaaS website: http://www.cisco.com/web/partners/partner_with_cisco/chan nel_partner_program/resale/atp/saas.html Release Update Training Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. November 2013 Slide 71 External Version
© Copyright 2024