Copy - Partner 1 - Portal Intro
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Created on September 4, 2024
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Transcript
Portal Navigation
Follow the animations to know where to click, or use the gray arrows outside the slide to advance to the next screen. T
Est. Time - 15 min.
Where We're Going - Portal Intro
Training Overview
Review
Updates & Comms
Sample Training Page
Got it, let's go
How this Training Works
Hover over each orange eye to learn key functionalities of the training experience
You can view upcoming sections, or go back to any individual lesson by hovering over the dots on the far left of your screen to pull up the section names.
Follow the green buttons, or use the grey arrows outside the slide to go to the next screen
Share the current lesson link from the "..." options in the bottom right Silence the lesson audio with the audio icon
Each lesson offers an audio or video explanation to supplement learning
Click the grey carrot to show or hide public comments from others who have gone through this course.
I've got it pulled up
To get the most out of this training...
Follow along with the training material in the portal on a separate tab or monitor
Your one-stop shop for all things sales with Hexagon. In the Partner Portal, you will:
- Register new deals
- Track and update opportunities
- View filtered pipeline dashboards
- Access support/training resources
Got it, let's jump in!
Partner Portal Process Example
For a 30,000 foot view...
1
You want to follow up with Bob, but you need to know if Hexagon approved your deal
So, in the portal you go to...Register a New Deal
So, in the portal you go to...Deal Registration to see pending approvals
Hexagon approved the deal and you're advancing in the sales process with Bob
So, in the portal you go to...Opportunities to update the details on your sale with Bob
You have a great conversation with a prospect, Bob, that you think you can convert into a sale
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Partner Portal Process Example
For a 30,000 foot view...
4
You can't find what you need to help close the deal with Bob from the support resources
So, in the portal you go to...the Quick Links tab toreview learning resources
So, in the portal you go to...Create a PartnerSupport Case
Hexagon's support team helps you answer your questions and collaborate on closing the deal
So, in the portal you go to...the Opportunity detail page to coordinate sale details
You have a Hexagon-related question to help you close the deal with Bob
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Partner Portal Process Example
For a 30,000 foot view...
7
You want to focus in on some specific metrics of your pipeline moving forward
So, in the portal you go to...the Opportunity tab
So, in the portal you go to...the Opportunity tab charts or list view filters
You want to see the rest of your pipeline now that your sale with Bob is wrapped up
8
Now that you have some context...
Portal Navigation
Training Overview
let's jump into portal navigation!
Updates & Comms
Reivew
1
Portal Navigation
Hover over the orange icons to learn about the header bar
These will be covered in subsequent sections
Prefer a video or audio tutorial?
Clicking the Hexagon logo will refresh the portal to reflect the most recent updates to your data, and it will bring you back to your home page dashboard from any page.
30,000+ forums on Hexagon product features and resolved product issues, we'll come back to this in a few screens.
Shows static account details, and at the bottom gives you the option to click and log out of your account.
Gives you updates whenever your name is tagged in conversation regarding your deal registrations, opportunities, or open cases since you last visited the partner portal.
Just like clicking the Hexagon logo, the Home button will refresh the portal to reflect the most recent updates to your data, and it will bring you back to your home page dashboard from any page.
Portal Navigation
1
The dashboard is your default screen and provides:
- Account Info
- Announcements
- Common Action Shortcuts
- There will be separate trainings on these links
- Pipeline summaries
2
Review Dashboard announcements and summaries before taking action whenever you login
Prefer a video or audio tutorial?
For deal registration, opportunities, and cases
Cool, give me the pro tips
Data Visualization Charts
There is an individual training for each of these tabs, but here we'll learn about the chart functionality they have in common
1
Portal Navigation
Charts summarize all the data in that tab, but you can minimize the summary charts in each tab with the "Hide Charts" button
*Note that you currently cannot change the chart types available
Prefer a video or audio tutorial?
1
Portal Navigation
Clicking on components of the chart will filter the list view fields below by that chart component
*Note - it doesn't work the other way around - you can't filter by one of the dropdown fields to change the charts
Prefer a video or audio tutorial?
1
3
2
Portal Navigation
Choose from one or more filter variables
Search for specific keywords
To organize your data and find what you need fast, you can...
Download all the data available for that tab
Prefer a video or audio tutorial?
1
2
3
Portal Navigation
Reset any filters you have setup
Filter any column alphabetically with the grey arrows
To organize your data and find what you need fast, you can also...
Refresh the list view data
Prefer a video or audio tutorial?
1
Portal Navigation
Reference the News & Updates tab to stay informed on the latest Hexagon product & resource announcements to help you sell Hexagon
Moving on from the Opportunities tab, let's look at News and Updates
Prefer a video or audio tutorial?
1
Everything you need to know to sell Hexagon is housed here
There are 6 resources to learn from to become a Hexagon expert
Where do I Start?
Portal Navigation
Moving on from the News & Updates tab, let's look at Quick Links
Prefer a video or audio tutorial?
2
1
Hexagon UniversityHexagon product & system trainings & certifications
For Supplimental Support, Visit:
GoPitchSales decks & white pages to support pitching Hexagon products
GoLearnTutorials on winning the sales cycle
Global Demo Environment (coming soon)Request access to demo our software
Partner Program DocumentationProgram documentation and guides
Hex WebLink to the external Hexagon website
Portal Navigation
Prefer a video or audio tutorial?
so
1
Knowledge stores 30,000+ forums on Hexagon product questions/resolved issues
If you have a product issue, search for a solution in Knowledge using the search bar and/or product filters
Portal Navigation
Another place to find Hexagon product insight is from the "Knowledge" button
*If you don't see a solution, create a case, which we'll address later
Prefer a video or audio tutorial?
Portal Navigation
There will be separate trainings on the Opportunities, Deal Registrations, and Cases tabs, so let's keep moving forward for now
Prefer a video or audio tutorial?
Almost Done!You got this, finish strong
Portal Navigation
Training Overview
Updates & Comms
Reivew
For deal registration, opportunities, and cases
Got it, let's keep going
Conversation Functionality
As you know, there is an individual training for each of these items, but first we'll learn about the conversation functionality they have in common
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Updates & Communications
The left side of the screen provides details of the deal, case, or opportunity. We'll cover this later.
The right side allows you, your CAM, or your sales leader to discuss updatesto the deal, case, or opportunity.
Prefer a video or audio tutorial?
1
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Updates & Communications
Click "Share an update..." to type a new update, or click "Write a comment..." to respond to the existing post above it.
Click "Search this feed..." to search for specific keywords from past posts and comments. Press the circular arrow to search, or press enter on your keyboard.
Prefer a video or audio tutorial?
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Updates & Communications
Use the inverted triangle to edit, delete, or tag posts with a bookmark or topic.
Post and format new updates with the text box and tool bar.
To help summarize your update, add a topic to highlight a key takeaway from your update, and/or add attachments.
*Note - you can't add topics to your own comments, or edit the content of others' posts.
Prefer a video or audio tutorial?
2
1
Updates & Communications
To ensure someone is notified of your post or comment, type the "@" icon followed by their name and if they're in your organization their name will pop up in a dropdown for you to select.
As conversations progress, you will need to click "More comments" to see all the comments on a single thread. Total comments are listed on the right.
Prefer a video or audio tutorial?
1
2
Updates & Communications
New comments tagging you appear as notifications in the header bar bell icon. Click the notification to view & reply to the comment.
Reply to the comment, or view the full conversation by clicking the conversation topic in blue in the top left.
Prefer a video or audio tutorial?
Section 1 Content Complete!Time for a quick learning check
Portal Navigation
Training Overview
Updates & Comms
Reivew
This image is part of a famous painting. Continue finishing lessons to see the painting filled out. How early can you guess what it is?
Good luck on the review!
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Next Step
Need to take a break? Press "<" in the top left of your screen to exit and your progress will be saved
To start the review, press the blue "Next Activity" button at the bottom of your screen
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