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Agenda
1. What is Margin Builder Tool?
2. 5 Simple Steps to using Margin Builder!
3. Manual vs. Auto-approved workflow
4. How to get Symantec discounts on Margin Builder tool
5. Market Segment
6. Products available in the Tool: Security & Backup/Availability
7. Margin Builder tool Demonstration Deal Registration process
8. How to Submit a claim on Margin Builder Tool
9. Question & Answer
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Margin Builder Tool – what is it?
• Margin Builder is a deal registration program offering Partners the potential to earn additional upfront margins on qualifying SMB deals. Margin Builder is now available to all Partners registered on Symantec’s Partner portal, ‘PartnerNet’.
• Directly accessible at www.marginbuilder.com, it allows partners to increase their margin by a substantial proportion depending on their specialization status
• The incentive is delivered to the partner in the form of a discount authorized by Symantec and passed on by distribution.
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5 Simple Steps to using Margin Builder!
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• Register your deal on the Symantec Margin Builder Tool
• The deal is auto-validated based on a simple set of criteria
• For eligible deals, the Partner will be issued with a Deal-ID for an Additional 10% or 20% Margin* depending on their status.
• Pass your Deal-ID to your Distribution Partner to claim your Additional 10% or 20% Margin
• Identify a new License opportunity: http://www.emea.symantec.com/info/margin_builder/eligible_products.html
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Margin Builder...from Symantec
Market Segment
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• The integrated Symantec Licensing Programs are designed to streamline the purchase of Symantec software
as well as support and maintenance services.
• These licensing programs offer the ability to earn greater discounts and to effectively track and manage
software licenses.
• On Margin Builder tool you will find:
– Academic Program
– Express program
– Government program
• To find more information please click the below link:
http://www.symantec.com/en/uk/partners/licensing/index.jsp
Margin Builder...from Symantec
Eligible Products - Security
http://www.emea.symantec.com/info/margin_builder/eligible_products.html
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Eligible Products – Backup/Availability
http://www.emea.symantec.com/info/margin_builder/eligible_products.html
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Accessing Margin Builder, process 1: www.marginbuilder.com
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Email verification
Go to….
• www.marginbuilder.com
• The reseller email address needs to be entered and validated
• This will query the PartnerNet user database
• If the reseller is in PartnerNet database: user is sent to claim form
• If the reseller is not in PartnerNet database: user is requested to register for PartnerNet
Margin Builder...from Symantec
PartnerNet registration
• If email address was not located in the PartnerNet database the user must register for PartnerNet before submitting a deal
• When a deal is submitted, it is kept at ‘Open-Pending’ until the PartnerNet registration is either approved or rejected
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Step 1:
Go to….
• www.symantec.com
• Click on “Partners” on the top menu
• Click on “Login to PartnerNet” on the right top menu
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Step 2:
• Enter your login details.
• If you don’t have an account please complete the Symantec Partner Application
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Step 3:
SMB Specialized Partners
• Click on “Small and Midsized Business” in the navigation bar on the right hand menu
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Step 4:
Margin Builder...from Symantec
SMB Specialized Partners
• Click on “Margin Builder Tool’ link
Different introduction text as
a Silver member has now
accessed the site. It now
states they will receive 20%
as they are an SMB Partner
As the email address was verified in
PartnerNet, the ‘Tell a Friend’ tool
auto fills this information
Deal submit page
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After entering your details,
you need to enter either the
end user company name or
the end user postcode along
with the end user country
Once the end user details have been entered,
the reseller will click search. This will search all
companies that are within the Dunn and
Bradstreet database
Deal submit page
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The D&B search returns as
many results as possible
according to the search
criteria
The reseller can manually enter the end user
details if they cannot be found in the results list
If the relevant reseller is not
in the resulting list, the
reseller has the opportunity
to modify their search
Deal submit page
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If the end user does not
appear in the search results,
the reseller is shown this
message
Resellers are prompted to
manually enter the end user
information
Deal submit page
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The reseller has the ability to
enter all end user details
when clicking ‘Manual Entry’.
The mandatory fields are:
- End user company
name
- End user website
- End user company
postcode
- End user company town
- End user company
countries
- Market/Segment
- Distributor
When the Market/Segment is
selected, the relevant products that
are associated to this
Market/Segment are produced
Deal submit page
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Before any products are
presented to the reseller, a
product category must be
selected
The discount % shown is in relation
to the membership status as stated
earlier in the process
Deal submit page
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Clicking on the solution area
displays the appropriate
products
A simple bullet point list is
presented to clearly show
what products are available
Deal submit page
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The selected products are
clearly highlighted
The reseller must select deal
information: Licence type,
Seat quantity and
Maintenance
The seat quantity
can be selected by
adjusting the slider or
typing the amount of
seat in the allocated
box
Before submitting the deal, the reseller
must agree the T&C’s. There is also a link
for them to be downloaded
If required the reseller can tick ‘Remember
me’. This will keep them logged in on this
specific computer, therefore no need to verify
email address again
The percentage is labelled with
text explaining what it is for, this
can be modified Deal submit page
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Once the deal has been
submitted, a pop up window
appears. If ‘Yes’ is selected,
the user continues to the
deal confirmation page. If
‘No’, is selected, they are
directed back to the claim
form
Deal submit page
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Step 4 of the 4 step process:
deal confirmation page
Confirmation that the deal
has been approved
Deal ID – this must be
passed onto the distributor
and carried all the way
through the deal. This is how
we track deals and produce
analytics on the whole
program
Each deal has a lifespan of
60 days. If it is not closed
within this time period, it is
auto expired. A reminder
email is sent to the reseller
contact after 30 days
If ‘Remember me’ was ticked, you can view the claims you have
previously submitted. Deals can be viewed for the whole company,
but the user is sent to PartnerNet and required to sign in
Deal submit page
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Thank you!
Copyright © 2011 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.
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Symantec Margin Builder Helpdesk
+44 1844 393026
Margin Builder...from Symantec