Deal Registration: Create a New Co-sell Deal
The Deal Registration tab is designed to facilitate the creation and management of Co-sell deals with Microsoft. This tool allows users to input the country and company name to generate a list of potential customers. It reduces the time and effort required to identify and engage with potential customers, particularly those who are managed accounts or MACC eligible.
ℹ️ The Orders Tab should be activated before setting up the Deal Registration Tab. For instructions on activating the Orders tab, go to this link.The user should have a Referral Admin role in Partner center to be able to complete this process.
🟣 Click on Go-To-Market
🟣 Click on Marketplace Pipeline
🟣 Click on + Add deal
A pop-up window will open where you can enter the deal's details.
🟣 Type in or select the country of the Customer
🟣 Type the customer's "Company Name"
🟣 Click on Find Customer
🟣 Select the Company
This page will show you a list of companies, their specific city, MACC eligibility, and whether they are managed or unmanaged accounts.
From the list, choose the company you are creating a deal with by clicking the "select" button
🟣 Click on Next
🟣 Type in the Deal's name
🟣 Click on Organization
If your company have different Publisher IDs, it will show you different Publisher Names or the Publisher Name which you have Referral Admin Permissions; if this is not in place, the only option will be"Entire Organization".
🟣 Type Estimated Value
Important Note: Only type in number values; do not add commas.
🟣 Select Currency
🟣 Add Estimated Closing Date
🟣 Add your CRM ID
This ID syncs and tracks the opportunity between Partner Center and your CRM.
🟣 Add your Campaign ID
This ID links the deal to its originating Marketing Campaign. This is optional but useful for tracking ROI and campaign effectiveness.
🟣 Add your Notes
Provide key details on why the partner is invited to the deal and what the customer needs are.
🟣 Add Team Members
These individuals will receive proactive updates about the deal's progress.
🟣 Click on Next
🟣 Select Solution and click Next
🟣 Select Type of Need you help with Microsoft
Selecting 1) Workload - Specific Value Proposition, 2) Proof of Concept/Demo, or 3) Quotes/Licensing will require you to add a customer contact.
🟣 Select Deal's visibility
Selecting No help required at this point of time, you will be asked if you want the deal to be visible to Microsoft's Sales Team.
🟣 Click on Save Co-Sell Deal
🟣 Review Co-sell Deal
The created co-sell deal will appear at the top of the list.
🟣 Update Deal's Sales Stage
Clicking on the Deal's name will show a pop-up window -- you can update Sales Stage from here or whether the deal's closed (won, lost, error).
🟣 Download Options
You can download a copy of all the added deals on this page by clicking on the format you want to download.
💬 For more, contact us at : [email protected]