Copy - Partner 1 - Portal Intro

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...

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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...

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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...

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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

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Now that you have some context...

Portal Navigation

Training Overview

let's jump into portal navigation!

Updates & Comms

Reivew

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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

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The dashboard is your default screen and provides:

• Account Info
• Announcements
• Common Action Shortcuts
• There will be separate trainings on these links
• Pipeline summaries

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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

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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?

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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?

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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?

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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?

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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

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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?

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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

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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?

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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?

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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?

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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

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To start the review, press the blue "Next Activity" button at the bottom of your screen

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