autoquote® and cisco impact demo

AutoQuote® & Cisco Impact Demo

Today’s Host: Nichole Lemieux

Partner Experience ArchitectGlobal Virtual Sales & Customer Success Cisco Systems, Inc.

2© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

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Customer Success Methodology#successtalk

People

Automation

Process Analytics


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On demand webinars, videos, infographics, blogs, whitepapers and much more!

Visit SuccessHub

Visit Success Hub

http://impact-info.cisco.com/l/64992/2016-05-12/8m9zbm

AutoQuote® & Cisco Impact Demo

Guest Presenter: Grace Jackson

Business Operations AnalystGlobal Virtual Sales & Customer Success Cisco Systems, Inc.


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What’s the difference?

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AutoQuote®

Cisco Impact


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High Dollar/Low Volume Coverage With Direct Sales Support

Low Dollar/High VolumeNo Coverage = Lost Revenue

Mid Dollar/Medium VolumeCoverage with Inside Sales / Virtual Sales

So many opportunities. So little time.

Threshold


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Reaching every customer.

$4

$5$1

$1

$8$1 $6

$3$1

$6

$6

$1

$1$1

$1

$1

$1 $1

$1

$1$1

$50

$70

$50

Do you currently have the man power to support every expiring contract and unattached product?


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Who has access to AutoQuote®?

Distribution Chain Y/N Next Steps

Tier 1 Reseller Yes Complete Onboarding Form

Tier 2 Reseller No Direct access unavailable – Contact Primary Distributor

Tier 2 Distributor Yes Complete Onboarding Form


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AutoQuote® resources & purpose.

E-mail Notifications

Metrics Reports

Valid quote ready to order in CSCC

Cisco Impact


Single Contact Mode Multi Contact ModeMetrics Reports & Zip File (Individual E-mail Notifications)

AutoQuote® E-mail Notification Options

Metrics Reports & Zip File (Individual E-mail Notifications)

Emails Distributed Individually to Contacts

No Contact


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Common use cases

Consolidate data sources

Prioritize expiring contracts

Enable company-wide visibility


Consolidate data sources

Inventory Management Contact Maintenance Custom E-mail Notifications


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Contract Details• Days to Expiration• Contract Details • Reseller/Customer Name• Start/End Date of the Contract• Existing Contract TotalProduct Details• Serial Number• Days to Expiration • Reseller/Customer Name• Part Number/Description • End of Life/End of Service • Contract details (Number, Description,

Level, Type)• Product Purchase Date • Contact• PO # Reseller/Distributor• Other (Man. Service Order No, Invoice

No, Invoice Date)

Inventory Management


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Contact Tab • Easily add and manage

contacts• Bulk contact import• Verify Eligibility

(Renewal/Unattached)

Centralized location• Up to date information for all

team members• Enable e-mail notifications to be

delivered directly to reseller/customer

Contact Maintenance


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Customize the standardized e-mail notification template• Include promotional details • Customize most fields within the

notification• Provide direct access to quotes

utilizing ‘Order Button’ feature which hyperlinks the reseller to the quote in CSCC

• Include pricing details in your native currency

• Add or remove product details from e-mail notifications

Custom E-mail Notifications


Prioritize expiring contracts

Focus your efforts Organize opportunities


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• Consolidate your target list

• Rank expiring contracts and uncovered products by list price

• Plan an approach to addressing opportunities

Focus your efforts


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Organizing monthly quotes by list price across multiple campaigns • Renew Opportunities• Unattached Hardware• 2nd Chance Attach

Organizing your opportunities


Enable company-wide visibility

Manage quotes Create custom queries


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Manage Quotes • AutoQuote® Number• Contract #• Quote Date/Status/Type• Price• Currency • Reseller/End Customer

information

Manage your quotes


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Refreshable Web Query • Create unique query

accessible from your desktop!

Create custom queries


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How to sign up?

• Step 1 – Open the Link

• https://maintenancenet.atlassian.net/servicedesk/customer/portal/7

• Step 2 – Create an Account

• Step 3 – Complete the Onboarding Form

• Step 4 – Cisco Impact team will begin onboarding.

• Setup takes up to 3 weeks

• First deliverable may take up to a month

• Step 5 – Receive First Deliverable

• Step 6 – Cisco Impact representative will provide resources for navigating AutoQuote® and Cisco Impact

Onboarding Form Fields

Values

Tier DistributorDVAR

Certification Level GoldMultinational & GlobalPremierOther

BEGEOID (Optional field)

Bill to IDs (Optional field)

AQ Campaign Type RenewalUnattachedRenewal & Unattached

Primary Contact Information

Name & E-Mail

Additional Details Include any CCOIDsAdditional Bill to IDs


@CiscoImpact

Let us know what you think!

[email protected]

mailto:[email protected]


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In the land of renewals, data is king. The right intelligence can help you engage more effectively with customers to increase your retention rates. Discover what the right information tells you about your customers.

Connecting Data to Fuel Recurring RevenueSeptember 27, 2016

Upcoming Sessions#successtalk

Sign up for a webinar

Join Scott Brown, Senior Vice President of Cisco’s Global Virtual Sales & Customer Success organization, as he shares his perspective on the concept of Outcome Engineering and ways to accelerate growth for your business.

Outcome Engineering: Customer Success 360October 11, 2016



Thank you.

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autoquote® and cisco impact demo

Technology