© 2010 IBM Corporation IBM Business Partner Marketing 16-Sep-15 IBM Co-Marketing Center Overview for Business Partners Making it easier for partners to

© 2010 IBM Corporation

IBM Business Partner Marketing

1 Apr 19, 2023

IBM Co-Marketing Center Overviewfor Business Partners

Making it easier for partners to drive demand

September 2013



Agenda

Introduction to IBM CoMarketing Center (CMC)

Guide me through Accepting an Incentive Offering

Guide me through How to submit Marketing Activity Request (MAR)

Guide me through Submitting and Editing a claim

Questions&Answers

2 Apr 19, 2023



3 Apr 19, 2023

IBM Co-Marketing Center delivered by Pitney Bowes

Objectives Make it easier for partners to generate demand Improve partner satisfaction by radically improving

disbursement cycle time Provide a stable tool environment able to meet increased

volumes Provide a globally consistent and scalable process to

improve productivity

Description / Overview

Streamlines co-marketing by bringing two tools into one

– Customizable campaign assets

– Co-marketing claims and reimbursement

Improved user interface and streamlined process

Learn More:

www.ibm.com/partnerworld/page/pw_com_cfm_comarketing

http://www.ibm.com/partnerworld/page/pw_com_cfm_comarketing


4 © 2009 IBM Corporation4 © 2009 IBM CorporationGlobal Channels Marketing

How we’re simplifying co-marketing for Partners

Easier creation of campaigns

1. Find-it-fast search capabilities

2. Flexibility to work with a “Build Your Own” template environment

3. Customize campaign materials and apply eligible funds directly

Simplified Process Steps

1. Single sign on with PartnerWorld ID

2. 45% fewer data entry fields

3. Claim statuses and IBM comments visible in the tool

More intuitive, intelligent interface

1. Context-sensitive / pop-up help screens to reduce frequently asked questions

2. “Smart” checklists for proof of performance documentation

3. Automatic reminders for key deadlines

Documents upload feature

1. Attach electronic supporting documentation directly in your claim submission

2. Ability to attach electronic documentation in your Marketing Activity Request

3. Attach Final Invoice softcopy into the claim



5

IBM Co-Marketing Center streamlines co-marketing by bringing two tools into one

Campaign Designer

Customizable campaign materials / assets

Co-funded Marketing tool

Claims approval and disbursements



6 Apr 19, 2023

Introducing ….the new IBM Co-Marketing Center

Easy to navigate

Simple to Use

Intuitive interface



7 Apr 19, 2023

Before: Forms to request funding were time consuming



8 Apr 19, 2023

Now just the basic planning details are needed

Your contact information

Activity Description, lead plan and estimated expense

Submit

1

2

3



9 Apr 19, 2023

And, we’ve made it faster and easier to submit claims

• data pre-populates, no duplicate entries

Select your approved activity

Update with your actual costs

Submit

1

2

4

Attach your supporting documents

3

• Eliminates separate email step



10 Apr 19, 2023

Before: partners sorted through the demand generation assets based on a description



11 Apr 19, 2023

Now partners pick from a palette of Create and Design materials


Managing the transition . . .

--Customizable e-mail/print collateral will be available as Create & Design is deployed through the IBM Co-Marketing Center

CMT tool for co-marketing claims administration

• Any applications open in CMT tool will stay in CMT until claims are paid

• This means partners may have to be in 2 different systems until transition is complete.

• How can you tell which claim in in the ‘old’ Co-Marketing tool (CMT) or the ‘new’ Co-Marketing Center (CMC) powered by Pitney Bowes

–CMT Unique Campaign Identifier (UCID) 1. 11 or 12 Digits 2. Optional last digit is an “A” or “B” 3. First 4 digits represent a geography

Example: CECE2501108A

–CMC Unique Campaign Identifier (UCID) 1. 12 Digits 2. First 4 digits always “IMCA” – for IBM Marketing Center Activity (No geographic identifier)

Example: IMCA10000082


New Tool and New Terms . . .

New Term Abbreviation Replaces

Co-Marketing Center CMC Co-Marketing Tool

Create & Design CD Campaign Designer

Campaign Content Developer CCD * New Role for CD *

Incentive Offering IO Partner Group;

Program

Marketing Application Request MAR Application

Marketing Activity Creator MAC * New Role * for programs that will allow a BP to delegate MAR creation to IBMer

Marketing Activity Approver MAA Program Manager approving applications

Program Funds Approver PFA 1st line manager approving payments

Reader * * New Role *


Learn more: List of resources and Online Education

• Business Partner access through PartnerWorldwww.ibm.com/partnerworld/page/pw_com_cfm_comarketing

• Contact us:Leslie Clark, WW Co-Marketing Program [email protected]

IBM Co-Marketing Task ID [email protected]


mailto:[email protected]


Part II : Step by step guide me through…

Accepting an Incentive Offering


Accepting Incentive Offering

Guide Me Through Accepting the Incentive Offering (IO)

STEP 1 - From the Co-MarketingCenter Home Page, select Co-

Marketing Funds, then selectIncentive Offering. Lastly, selectSign up for Incentive Offering.

STEP 2 - Choose an IncentiveOffering from the drop-down menu.

STEP 3 - Next, select Terms andConditions to review. Check the boxindicating that you agree and select

the Submit button.

Note: See next slide if you are notable to complete this task as

described.

STEP 1

STEP 2

STEP 3

Access the IBM Co-Marketing Center with your IBM ID at https://www.ibm.com/partnerworld/mem/mkt/mkt_cmkt.html.And select the IBM Co-Marketing Center link.

1© 2012 IBM Corporation

Guide Me Through Accepting the Incentive Offering (IO)Common Scenarios Why You Can’t Accept Incentive Offering

Scenario 1 - Your Business Partner firm has received an invitation, but you are not thePrimary Relationship Contact (PRC) or, the Primary Relationship Contact, has not

delegated the authority to you to accept the Incentive Offering. See one of the following:

- Guide Me Through Finding or Changing the Primary Relationship Contact

- Guide Me Through How The Primary Relationship Contact Delegates Authority Scenario 2 - You have not been invited to the co-marketing incentive offering. Contact

your co-marketing offering manager to discuss eligibility. Scenario 3 - You do not see an Incentive Offering in the drop-down menu because the

Incentive Offering has already been accepted. To check if your Incentive Offering hasalready been accepted, from the Co-marketing Tool homepage, select Co-marketing

Funds, then select Partner Snapshot, then select Partner Snapshot.

2© 2012 IBM Corporation


Part III : Step by step guide me through…

How to submit a Marketing Activity Request (MAR)


How to submit the Marketing Activity Request

Guide Me How To Submit a Marketing Activity Request From the Co-Marketing Center Home Page, follow these steps.

STEP 1 - Select Co-MarketingFunds,then select MarketingActivity, then select Submit a

STEP 2 -ChooseIncentiveOffering

from drop-Down Menu.

STEP 4 -Enter Activity

Name &Description

Marketing Activity Request.

STEP 3 - CompleteContact Detail.

STEP 5 - Select IBMBrands

Note: See Slide 5 for additional assistance oninformation to include here.

Access the IBM Co-Marketing Center with your IBM ID at https://www.ibm.com/partnerworld/mem/mkt/mkt_cmkt.htmlAnd select the IBM Co-Marketing Center link.

Page 1© 2013 IBM Corporation

Guide Me How To Submit a Marketing Activity Request

STEP 6 - Enter targetend-user client detailand revenue estimates.

STEP 7 - EnterSpending CategoryTactic Cost , ActivityStart and End Dates.

If there are spendingcategory tactics in the drop

down - go to Step 2 andaccept the IO.

Note: Entering expenses is a critical step.Include a description of expense in your Activity Description.Refer to slide 5 for Tips and Refer to the offering Terms and Conditions for eligible expenses.

Note: You can add additional spendingcategories by clicking here.

STEP 8 - When finished, select SUBMIT

Note: Your Marketing Activity Request (MAR) should be submitted at least 5 days prior to the ActivityStart Date to allow for IBM review.


Additional expense estimates may be required.

Select the check box if no expenses areplanned for the expense types.In order for one of these expenses to

be reimbursed at claim time, anestimate must be submitted in the

MAR.

If the tool prompts you foradditional expense

estimates, enter the detailsby selecting Edit next to the

relevant category.

When finished,select Update.


Reference: Online Event Certification

The text below will be displayed for Event Categories, such as Customer Conference, MarketingSeminars and Trade Shows for GMU during MAR submission as a reference.

At Claim time, an online Event Certification is required.

If you have questions about eligible expenses, consult your offering Terms and Conditions or contactyour IBM Offering Manager.


Tips - Submitting the Marketing Activity Request

Activity Description – Provide a detailed description that can be clearly understood when reviewedby an independent third party. Include description of expenses to be reimbursed.

Eligible Expenses - Expenses not included in either the description or under the spendingcategories will not be reimbursed. Include all possible expenses. After the MAR is approved,please

notify your Offering Manager for approval prior to incurring ANY additional expenses.

Expenses Not Covered in the Terms & Conditions - If you wish to be reimbursed for an expensenot included in the Terms & Conditions contact the Offering Manager prior to incurring the expense.

See Page 6 for hints on finding the Terms & Conditions throughout the tool.

Expense Amounts - Expense amounts entered on the Marketing Activity Request are estimates.

Events - Must contain significant business content.

Submitting Your Claim - Be sure to submit your claim within 60 days of your Activity End Dateunless specified differently in your Terms and Conditions or as separately communicated in your

offering’s announcement or invitation letter.

Activity End Date - Be sure this is accurate. If you need this updated, please contact your OfferingManager.

Browsers - Never sign into CMC in multiple browsers when submitting a Marketing Activity Request.


Tips - Finding the Terms and Conditions

Terms and Conditionslinks can be found on:

Submit a MarketingActivity Request Form

Claim Submission Form

Partner Snapshot byselecting the Incentive

Offering Name link

Page 62013 IBM Corporation


Part IV : Step by step guide me through…

Submitting and Editing a Claim


Submitting and Editing a Claim

Guide Me Through Submitting and Editing a ClaimSTEP 1 - To submit a claim, from the Co-Marketing Home Page, select Co-Marketing Funds, then select

Claim Processing, then select Submit & Edit a Claim.

STEP 1

STEP 2- Choose the UCID you wishto claim against on the Select UCID

drop-down menu.

STEP 3- Review Spending Category Details - If no changes, select Upload Documentation to upload yourProof of Performance, and when complete, select Submit

Note: Need help on how to upload documentation? See Slide 3See slide 5 regarding the importance of the Actual End Date.


Guide Me Through Submitting and Editing a ClaimSTEP 1 - To make edits to your claim, on the claim form, under Spending Category Details, select Edit.

STEP 1

STEP 2

STEP 3

Page 2

STEP 2 - Make any necessary changes.

Note: These expense itemsmay not display dependent onthe activity that was selected onthe Marketing Activity Request.

STEP 3 - Be sure to select Update to save your changes.


How To Upload Proof of Performance DocumentationSTEP 1 - In lower right hand corner of the claim form, select Upload Documentation.

STEP 1

STEP 2 - A pop-up appears. Use the Select button to find your document and add it to the claim.

STEP 2

STEP 3

Hint: A Smart Checklist isdisplayed with a list of required

documentation.

STEP 3 - When you have finished selecting the documentation, select Upload, then select Close.


Online Event Certification at Claim Submission

This text will be displayed for Event Categories,such as Customer Conference, Marketing Seminars and Trade Shows

for GMU excluding ANZ.

STEP 1: Read the Event Certification and check the box.

STEP 2: Fill in the name and Email of the individual providing the certification.


Tips - Submitting a Claim

Actual End Date - This field initially defaults to the Activity End Date that you entered on theMarketing Activity Request (MAR). If your claim submission date is 60 days beyond the MAR Activity

End Date, you will not be able to submit your claim. Please contact your Program Manager if youneed an extension. Claims can be submitted anytime prior to the Activity End Date on the MAR.

Required Proof of Performance Documentation - Please review the Terms & Conditions forspecific details. See Page 6 for hints on finding the Terms & Conditions throughout the tool.

Claim Amount - Must be equal to or less than the amount approved on the Marketing ActivityRequest

Uploading Documentation - You can upload documentation for your claim at any time. To uploadadditional documentation after you have submitted your claim, follow the steps on slide 3. Once you

select Upload, the Submit button is not required and is not displayed.

Lead Submission - Most co-marketing offerings require leads. Be sure to enter you leads in theGlobal Partner Portal as soon as possible to ensure there are no delays in the processing of your

claim. Please review the “Guide Me Through How Are My Leads Associated With My Co-marketingActivity” to ensure you understand all required GPP fields for co-marketing.

Browser Hint - Never sign into CMC in multiple browsers when submitting a Claim Form. This cancause errors in your submission.


Tips - Finding the Terms and Conditions

Terms and Conditionslinks can be found on:

Submit a MarketingActivity Request Form

Claim Submission Form

Partner Snapshot byselecting the Incentive

Offering Name link

Page 62013 IBM Corporation


Automated notifications to Partners

Additional documents or clarifications are required

Request to issue the Final invoice based on the approved

reimbursement amount

Notification the claim has been paid


Comments in CMC


Payment details, Lead information, Documentation


Questions & Answers…

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