INFOGRAPHIC CIRCLES
Debbie Lieberman
Created on October 5, 2023
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Transcript
- Validate Leads
- Sales Engagement
- Create Oppty
- Discuss incentives
PEMS
REGION ADMINS
PARTNER
PORTAL REVIEW
CONTRACTS
PARTNER
ACCOUNTING
CONTRACTS PROCESS
You can write a subtitle here
- PEM ntoficed RA
- RA validates key fields
- RA sends portal to partner
- Existing partners portal is ready once past year is closed; mass upload activates portal
- Partner completes portal
- Opts to split or combo contracts
- Some partners choose not to do portal
- RA reviewes membership
- RA reviews Excel
- SB reviews SB
- Review Portal, update from histori, check decision roles
- Add note for DD training status
- RA reviewes membership
- Review Oppty, decision roles, ADL, combo/split, previous contract
- Data Clean Up
- Review notes, incentives, exemptions
- Build Quote
- Bundle MYC
- Partner 90 days to sign or resend
- Tag RAs in if no response
- Reminder email schedule
- Launch revision process if partner rejects
- Amendment process if needed
- Materials PO process depends on time of year
- Receive Notes from contracts
- Invoicing
- Payment documented - Close Won
- Validate Leads
- Sales Engagement
- Create Oppty
- Discuss incentives
PEMS
REGION ADMINS
PARTNER
PORTAL REVIEW
CONTRACTS
PARTNER
ACCOUNTING
CONTRACTS PAIN POINTS
You can write a subtitle here
- PEM ntoficed RA
- RA validates key fields
- RA sends portal to partner
- Existing partners portal is ready once past year is closed; mass upload activates portal
- Partner completes portal
- Opts to split or combo contracts
- Some partners choose not to do portal
- RA reviewes membership
- RA reviews Excel
- SB reviews SB
- Review Portal, update from histori, check decision roles
- Add note for DD training status
- RA reviewes membership
- Review Oppty, decision roles, ADL, combo/split, previous contract
- Data Clean Up
- Review notes, incentives, exemptions
- Build Quote
- Bundle MYC
- Partner 90 days to sign or resend
- Tag RAs in if no response
- Reminder email schedule
- Launch revision process if partner rejects
- Amendment process if needed
- Materials PO process depends on time of year
- Receive Notes from contracts
- Invoicing
- Payment documented - Close Won
CUSTOMER JOURNEY MAP
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+ Info
+ Info
+ Info
+ Info
+ Info
1. AWARENESS
2. CONSIDERATION
3. ACQUISITION
4. RETENTION
5. LOYALTY
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INSIGHT I
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INSIGHT II
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INSIGHT III
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INSIGHT IV
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INSIGHT V
- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
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- Visit the Analytics settings;
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- Let the communication flow!
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
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Got an idea?
Here you can include a relevant fact to highlight
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions!Premium tip: Get information on how your audience interacts with your creation:
Got an idea?
Here you can include a relevant fact to highlight
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions!Premium tip: Get information on how your audience interacts with your creation:
Got an idea?
Here you can include a relevant fact to highlight
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
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Got an idea?
Here you can include a relevant fact to highlight
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions!Premium tip: Get information on how your audience interacts with your creation:
Got an idea?
Here you can include a relevant fact to highlight
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- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions!Premium tip: Get information on how your audience interacts with your creation:
Got an idea?
Here you can include a relevant fact to highlight
Here you can include a relevant fact to highlight
- Visit the Analytics settings;
- Activate user tracking;
- Let the communication flow!
Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions!Premium tip: Get information on how your audience interacts with your creation:
Got an idea?
Here you can include a relevant fact to highlight
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