Cisco Lifecycle Incentives
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Cisco Lifecycle Incentives
PDF Cisco Lifecycle Incentives
Review the Proof-of-Performance guidelines https://www.cisco.com/c/dam/en us/partners/d ownloads/lifecycle-use-incentives-pop . Can no longer see PPE Activity Dashboard or Lifecycle...
© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Title Description Program Training
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Lifecycle Incentives Global Operations Guide Registering Activities & Deals Resellers January 2021 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Welcome We are delighted that you have chosen to participate in the Lifecycle Incentives program. This guide is designed to provide you with information on how to effectively register activities and deals that are eligible for Lifecycle incentives, as noted in the documentation located on www.cisco.com/go/lifecycleincentives. Important Information This document is updated periodically by Cisco. You will be alerted to changes through notices on the www.cisco.com/go/lifecycleincentives website (access requires a Cisco.com user ID and password). If a translated version exists, always refer to the English version found on the www.cisco.com/go/lifecycleincentives website for the most current version. In the event of a discrepancy between a translated version of the document and the English version located on the program website, the English version shall prevail. For questions, please contact us at lifecycleincentives@external.cisco.com. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Overview You can earn incentives for successfully driving software activation and adoption, and for expanding existing deals into new opportunities. In order to participate in the Lifecycle Incentives program, refer to the eligibility requirements in the Lifecycle Incentives Appendix document for more information. Incentives include: Use (Activate) Incentive � Earn rebates for activating and scaling software in a production network � Fixed incentive for payment predictability � Quarterly payments that you can attribute to relevant business cost centers � Submit Proof of Performance (POP) or telemetry data Adopt Incentive � Earn rewards for driving adoption success � New tiered model � earn higher incentives based on your investment and performance � New performance metrics Expand Incentive � Get rewarded for expanding software bookings that result from your adoption success � Tiered model rewards you more for higher investment & better performance � New simplified Lifecycle Incentives offers Resellers only Resellers & N o n-Resellers Resellers & N o n-Resellers � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Eligibility Resources The resources listed below define the eligibility requirements you will need to follow, as well as the necessary documented evidence (development methodologies, testing and traceability processes, etc.) to complete the activity registration process. El igibility resources Title Channel Program Incentive Agreement A p p e n d ix Lifecycle Incentive Appendix � Resellers and Non-Resellers Eligible SKU List Use (Activate) Adopt and Expand Pr oof of Performance Lifecycle Use Incentives Proof-ofPerformance Activity Submissions and Proof of Performance D escription The first step for partner program enrollment, providing the global set of terms and conditions that govern selected incentive programs. Provides information regarding enrollment, eligibility, performance management, and compensation. Defines which product, services, and solutions bookings for individual service levels will be considered for Use (Activate) Adopt & Expand incentives. Provides information on how Proof of Performance will be measured and validated for each activity or software use case. Platform to submit activities, plans, customer information, proof of performance. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Other Program Resources and Administration Overview Enrollment Registering Plans and Activities Payment, Support & Resources Title Pr ogram Training Lifecycle Incentives Role Assignment Partner Self Service User Guide Pa yment Set-up Global EasyPay D escription Here you will find information on the following: - Lifecycle Incentives Overview - Customer Experience Specialization Overview Provides you with the steps to assign a rebate coordinator and other necessary roles to be successful within the program. Impor tant: Only one of the assigned Partner Administrators for your company can assign a rebate coordinator. Failing to update this information will result in payment notifications being delayed and your incentive potentially being forfeited until this action has been completed. For the steps to assign or verify that your rebate coordinator has been assigned, refer to the instructions with screen shots in the "Accountable Program Contacts" section. Refer to Incentive Payment Collection slide in this deck. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Enrollment Enrollment in the Channel Program Incentive Agreement (CPIA) ensures you will be auto-enrolled into the Lifecycle Incentives program, if you meet the program prerequisites. If you are a new partner, you will need to enroll in the Channel Program Incentive Agreement (CPIA) via the PPE application. Once your enrollment is approved, Cisco will automatically enroll you into Lifecycle Incentives, if you meet the eligibility criteria for specific sub -tracks. For steps to enroll in CPIA, refer to the User Guide found here. For Lifecycle Program Enrollment Eligibility refer to the Lifecycle Incentives Appendix. Cisco will send an email confirming enrollment into Lifecycle Incentives. To view, follow these steps: Partner 123 1. Log into Partner Program Enrollment; ensure Advanced filter is selected. 2. Select "Lifecycle Incentives for Resellers" for Program Name. 3. To see the Lifecycle Incentives for which you are eligible, click Track Name. In the drop-down menu, the tracks for which you are eligible will display. � Use Incentive � Adopt Incentive - Customer Experience Specialization 2 Partner 123 1 3 Note: Each Track will have a separate Enrollment ID. Sub-tracks will be listed under each Track. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Enrollment (continued) Overview 1. Enrollment Status will be "Approved" if all the requirements for the Track and Sub-track have been met. Partner 123 Example: a. Program Name: Lifecycle Enrollment Incentives for Resellers b. Track Name: Adopt Incentive - Customer Experience Specialization 2 c. Sub-track Name: Security Registering Plans 1a 1 1b 1c and Activities 2. You will have an Enrollment ID for each Track/Sub-track for which you are eligible. Payment, Support & Resources 3. Expand details under each Enrollment ID by clicking on the plus (+) sign. 3 4. You can click the Export button to view details in Excel. 4 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Assign a Rebate Coordinator Overview Enrollment Registering Plans and Activities Payment, Support & Resources � Once your enrollment is confirmed, you may begin registering activities in the Partner Program Enrollment (PPE) tool. Activities can be registered by any employee of your company with a valid CCO ID and password. � To ensure that incentives can be claimed, it is critical that a partner administrator for your company assign on Partner Self Service (PSS) a dedicated Rebate Coordinator (up to two) for the Lifecycle Incentives program. � Only a PSS Administrator for your company can assign a rebate coordinator. Failing to update this information will result in payment notifications being delayed and your incentive potentially being forfeited until this action has been completed. For the steps to assign or verify that your rebate coordinator has been assigned, refer to the instructions with screen shots in the Accountable Program Contacts section in the Partner Self Service User Guide. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Registering Plans and Activities Each of the processes below has unique steps that are documented in this section. Click the button that best identifies the process you need to complete. Enrollment Registering Plans and Activities Payment, Support & Resources Use (Activate) Adopt Expand � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Use (Activate) Incentive � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Use (Activate) � Identify Eligible Software Use Cases To qualify for the Use (Activate) incentive, eligible software purchased must be activated for the customer as per the proof of performance measurement criteria. The table below provides a list of eligible software use cases and requirements for activation completion. A proof of performance document screenshot must be submitted via PPE (Activity Submission) to receive payout. For all Software Use Cases refer to: Lifecycle Use Incentives - Proof of Performance Lifecycle Use Incentive Eligible Software Use Cases A rchitecture Software Use Cases Cisco DNA-Center - Network Device Onboarding (PnP) Cisco DNA-Center - Campus Software Image Management (SWIM) E n terprise Networks Cisco DNA-Center - Campus Network Assurance (Assurance) Cisco DNA-Center - Scalable Access Policy (SDA) Cisco Identity Services Engine (ISE) Cisco Stealthwatch Cisco Application Centric Infrastructure (ACI) D ata Center Cisco Network Assurance Engine (NAE) Cisco Data Center Network Manager (DCNM) Cisco Intersight Se curity Cisco Tetration � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Use (Activate) � End-to-End process Cisco DNA Center and Cisco Intersight activations validated via Telemetry Partner enrolls in the CPIA once and books SKUs eligible for Use Incentives Partner delivers solution, activates software, and completes Proof of Performance Partner submits Proof of Performance with filtered report Cisco processes Proof of Performance and notifies partner Partner earns Activation bonus Registering Plans and Activities Payment, Support & Resources Enterprise Agreements Cisco DNA-C Essentials, Premier, Advantage Cisco Intersight Cisco ACI, NAE Cisco Tetration Cisco DNA Center Use Cases ISE Stealthwatch ACI, NAE Tetration DCNM PoP Submission via PPE (Activity Dashboard) Must activate beyond minimum threshold Notification via PPE (Approved, Need more info or Rejected) Incentives paid Quarterly after the Activity approval or Telemetry Validations � Activity Window is 12 months from the end of the quarter when software was sold � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Registering Plans & Activities Overview Enrollment Registering Plans and Activities Payment, Support & Resources Below is the end-to-end process that will need to be completed in order to meet program eligibility requirements. Locating your customer, uploading plans and related documentation, and submission of proof-of-performance will all be facilitated using the Partner Program Enrollment tool. 1 � Identify eligible software use cases � Locate / enter your target customer's information � Collect your completed plan and related required information 2 � Register plan (save plan ID number) � Complete required activities � Verify proof of performance requirements 3 � Collect proof of performance documentation � Submit for verification � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Locating Your Target Customer 1. Log into the Partner Program Enrollment tool, then select the 1 Overview Activity Dashboard tab. 2. Locate the Track and Sub-track for which a plan should be registered. Enrollment Optional: Use the Basic Search area to filter by Track and Sub-track. Registering Plans and Activities Payment, Support & Resources 3. Click "Add Plan" 2 3a. Note: If you do not currently meet the required specialization criteria, the "Add Plan" button will be replaced with "Out-ofCompliance." You can still edit and submit required proof-ofperformance for any previously entered plans. For specialization criteria, refer to the Lifecycle Incentives Appendix. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. 3a OUT OF C O MPL IAN C E 3 Locating Your Target Customer (continued) Overview Enrollment 4. When prompted, enter the company name, country, and state/province and click "search" 5. Click the "Search" button, then select your end-customer. 4 Registering Plans and Activities If you are not able to locate your customer, click the "Create Customer" button when prompted, Plan ID: 12345 Payment, Support & Resources and enter your customer information, then click "save." For Use (Activate), the end-customer is Partner Name: Partner123 Country Group: USA Customer Name: Status: Not Submitted 5 mandatory. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Registering Your Plan 6. You will be directed to the screen to register your plan. Click on Track dropdown. 7. Next click on Sub-track, then select Use Plan from the dropdown menu. 8. If you select "Register Plan," the Cisco operations team will be notified of your submission to review and approve the plan. 9. Upon submission of your plan, you can view the status under the Activity Dashboard tab. 7 6 8 R egister P l an Lifecycle Incentives Status Message � Use ( Activate) Save Plan Note: If you are not seeing the Track and Sub-track for which you want to register a plan, this means you clicked the "Add Plan" link next to the incorrect Track and Sub-track. Go back to the 9 Activity Dashboard to locate the correct Track and Sub-track, then click "Add Plan" to the right. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Submitting Proof of Performance Submissions of proof of performance are done via the Partner Program Enrollment tool. This can be done once your activity plan is approved in "Registered" status. 1. Locate your activity plan using the plan ID. Note: This must be done before submitting your proof of performance. You can also enter the plan ID from your confirmation email in the search field to locate the plan. 2. Click on the Edit Plan icon under the Actions column for activity plan details. 2 1 N ot e: � Only the activity plan creator will have the option to upload and submit proof of performance for the plan. � If you need to change or update the activity plan creator, please contact lifecycleincentives@external.cisco.com with the activity plan ID and the new creator's Cisco.com ID for the plan that needs to be updated. In the lower right corner of your Activity Dashboard, you can click the Microsoft Excel icon to download a report showing the status � 2020aCnisdcooanthd/eorritds aefftilaiatielss. oAlfl ryigohtus rresseurvbemd. CisisscoioCnhasn,neinl Pcarlutnedr iunsegotnhlye. NaotcfotrivpiutbylicpdlisatrnibuIDtiona. nd cisco.com ID of current activity plan creator. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Submitting Proof of Performance (continued) When prompted, download the template for specific proof of performance requirements per activity. Review the eligibility requirements in the Lifecycle Incentives Appendix, and Lifecycle Incentive Eligible SKU List - Use (Activate) prior to submitting, to ensure you have the correct information. 3. Upload documents for submitting proof of performance to Cisco. 4. Submit proof of performance. 4a. Each activity will have a Start Date and a Due Date. Partners are expected to complete the PoP submission before the Due Date; if the Due Date passes and the action is pending on the Partner side, the Activity status will be automatically marked as Denied. Once you have registered and submitted your activities, you will not be able to edit or delete them or register new ones. 3 Note: If there are any discrepancies between the due 4a Not Su bmit t ed dates within PPE and the due dates 4 indicated by the Terms and Conditions, the latter will prevail. For programmatic or Adopt Incentive questions, please email lifecycleincentives@external.cisco.com. For Use incentive inquiries or to open a case please go to Customer Service Hub. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Review of Proof of Performance � Use (Activate) Overview Enrollment Registering Plans and Activities Payment, Support & Resources Upon your submission, Cisco will review the submitted documents within 5 business days. You may be asked for additional information or customer verification. Cisco Review 12345 Partner123 Customer123 Customer123 123 Cisco Way San Jose, CA 95131 United States � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Activity Proof of Performance Status Messages � Use (Activate) The process below demonstrates the status messages that will display as you progress through submitting your proof of performance after your activities have been completed. Activity Proof of Performance Status Messages Registering Plans and Activities Payment, Support & Resources Overview Enrollment Registering Plans and Activities Payment, Support & Resources Adopt Incentive � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Registering an Activity Plan 1. Select the Activity Dashboard tab. Overview 1 2. Locate the Track and Sub-track for which you want to register a plan. Enrollment Optional: Use the Basic Search area to 2 filter by Track and Sub-track. Registering Plans and Activities Payment, Support & Resources 3. Click Add Plan to the right of the Track and Sub-track. 3a. Note: If you do not currently meet the required Track and Sub-track criteria, the "Add Plan" button will be replaced with "Out-ofCompliance." You can still edit and submit required proof-ofperformance for any previously entered plans. For Track and Subtrack criteria, refer to the Lifecycle Incentives Appendix. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. 3 3a OUT OF C OMPL IAN C E Locating Your Target Customer Overview Enrollment Registering Plans and Activities Payment, Support & Resources 1. Click the "Search Customer" button to engage the lookup screen, then enter the company name, country, and state/province 2. Click the "Search" button, then select your end-customer. Plan ID: 12345 Partner Name: Partner123 Country Group: USA Customer Name: Status: Not Submitted 1 2 3 4 3. If you are not able to locate your customer, click the "Create Customer" button, then enter your customer information. 4. Click "Save," or you can proceed without an endcustomer. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Adding an Activity Plan Overview 1. To Add Plan, click on Track. 2. Next click on Sub-track. N ot e: Enrollment � If you are not seeing the Track and Subtrack for which you want to register a plan, this means you clicked the "Add Plan" link 1 next to the incorrect Track and Sub-track. Registering Plans and Activities Go back to the Activity Dashboard to locate the correct Track and Sub-track, then click "Add Plan" to the right. Payment, Support � Some mandatory activities will be preselected for you, and you also can & Resources choose from the list of activities displayed. These will be activities for which you will have to submit proof of performance. Anyone associated with your BE GEO ID is 2 eligible to submit an activity plan. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Adding an Activity Plan (continued) Overview Enrollment Registering Plans and Activities Payment, Support & Resources 3. Select Customer Success Plans. 4. It is required to select only one of the applicable Successful Business Outcomes (Small, Medium, Large). 5. You may select "Save Plan" to come back later to finish updating and registering your plan. 6. When complete, you must click "Register Plan" to submit your plan for review. Once the plan is submitted, Cisco will review program eligibility to make sure the plan is entered correctly. You will be notified via email when the plan has been reviewed and registered. Upon receipt of this notification, you will be able to upload your Proof of Performance. Pa r t ner 123 3 4 6 5 For more information, please refer to the Lifecycle Incentives Appendix located at: www.cisco.com/go/lifecycleincentives. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Activity Dashboard view for submitted Activity plan Overview Enrollment Registering Plans and Activities Payment, Support & Resources Life cycle Incentives S tatus M essage (Adopt) P a rtner 123 123456 Plan: 12345 Cisco 123 BE_GEO_ID: 12345 Cisco 123 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Submitting Proof of Performance Proof of performance submissions are done via the Partner Program Enrollment tool. This can be done once your activity plan is approved, and in "Registered" status. 1. Locate your activity plan using the plan ID. Note: This must be done before submitting your proof of performance. You can also enter the plan ID from your confirmation email in the search field to locate the plan. 2. Click on the detail icon under the Actions column for activity plan details. 2 1 N ot e: � Only the activity plan creator will have the option to upload and submit proof of performance for the plan. � If you need to change or update the activity plan creator, please contact lifecycleincentives@external.cisco.com with the activity plan ID and the new creator's Cisco.com ID for the plan that needs to be updated. In the lower right corner of your Activity Dashboard, you can click the Microsoft Excel icon to download a report showing the status and other details of your submissions, including the activity plan ID and cisco.com ID of current activity plan creator. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Submitting Proof of Performance (continued) When prompted, download the template for specific proof of performance requirements per activity. Review the eligibility requirements in the Lifecycle Incentives Appendix, and Lifecycle Incentive Eligible SKU List (Adopt and Expand) prior to submitting, to ensure that you have the correct information. 3. Upload documents for submitting proof of performance to Cisco. 4. Submit proof of performance. 4a. Each activity will have a Start Date and a Due Date. Partners are expected to complete the PoP submission before the Due Date; if the Due Date passes and the action is pending on the Partner side, the Activity status will be automatically marked as Denied. Once you have registered and submitted your activities, you will not be able to edit or delete them or register new ones. N ote: If there are any discrepancies between the due dates within PPE an d the due dates indicated by the T e rms and Conditions, the latter will p r evail. 4a Not Su bmit t ed 3 4 For programmatic or Adopt Incentive questions, please email: lifecycleincentives@external.cisco.com � 2020 Cisco and/or its affiliates. All rights reserved. Cisco ChanneFl oParrUtnesreuisnecoennlyt.ivNeotinfoqrupiuribelisc doirstrtiobuotipone.n a case please go to: Customer Service Hub Review of Proof of Performance - Adopt Overview Enrollment Registering Plans and Activities Payment, Support & Resources Cisco Review Upon your submission, Cisco will review the submitted documents within 5 business days. You may be asked for additional information or customer verification. 12345 Partner123 Customer123 Cust omer1 2 3 123 Cisco Way San Jose, CA 95131 United States � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Activity Proof of Performance Status Messages - Adopt The process below demonstrates the status messages that will display as you progress through submitting your proof of performance after your activities have been completed. Activity Proof of Performance Status Messages Registering Plans and Activities Payment, Support & Resources Overview Enrollment Registering Plans and Activities Payment, Support & Resources Expand Incentive � Creating a referral deal � Linking a referral deal � Guided deal registration � Quick quote � Incentive payment collection � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Creating a referral deal Referral partners Creating a Cisco Lifecycle Incentives program deal As a referring partner under the Lifecycle Incentives program, you can create a deal and submit it for approval via the Cisco Commerce Workspace (CCW) tool. If your deal is approved by Cisco and you are assigned a reseller partner to close the deal, you will be able to take advantage of associated bookings referral fees. For further training on capabilities and processes in CCW, see the Cisco Commerce Operations Exchange. Location: www.cisco.com/go/ccw (access requires a Cisco.com ID and password) 1. Select "Create Deal" under the Deals & Quotes tab. Creating a deal 1 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Creating a Cisco Lifecycle Incentives referral deal (continued) Overview Enrollment 2. Click the "SW-Referral Deal" link. If you are not currently enrolled in the Cisco Lifecycle Incentives program, you will not see the link, and will need to enroll in order to create a deal. For more information about enrollment, refer to https://www.cisco.com/go/lifecycleincentives. If you are already enrolled and do not see the correct link, see the Support and Resources tables for directions on opening a support case. Sel ecting Your Deal Type Registering Plans and Activities Payment, Support 2 & Resources � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Creating a Cisco Lifecycle Incentives referral deal (continued) Overview Enrollment 3. Create a Referral Deal Name. 4. The Referral Deal Type will be displayed as SW-Referral. 5. Your information will be automatically populated. Entering a Deal Name Registering Plans and Activities Payment, Support & Resources 5 3 4 5 5 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Creating a Cisco Lifecycle Incentives referral deal (continued) Overview Enrollment 6. Select the end customer. 7. Enter the end-customer information. 8. Click "Create Referral Deal." Entering End-Customer Details Registering Plans and Activities Payment, Support & Resources 6 7 8 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Creating a Cisco Lifecycle Incentives referral deal (continued) Overview Enrollment Registering Plans and Activities Payment, Support & Resources 9. Quote Status will display as "Not Submitted" until a reseller partner submits the deal. 10. Click "Questionnaire" to proceed with submitting the deal, or click "Save and Continue" to complete the deal registration process at a later time. Op ening the Questionnaire and Saving Work-In-Progress Quotes 9 10 10 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Creating a Cisco Lifecycle Incentives referral deal (continued) 11. Answer all mandatory fields in the questionnaire to continue. 12. Click "Save and Continue." Completing the Questionnaire Enrollment Registering Plans and Activities Payment, Support & Resources 11 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. If you are the Referral partner AND the Reseller partner, then choose +Se lect Partner and enter your information, then click Save and Continue. A Cisco representative will review and assign. 12 Creating a Cisco Lifecycle Incentives referral deal (continued) Overview Enrollment 13. An error message will display if you have failed to complete all mandatory fields in the questionnaire. Error message 13 Registering Plans and Activities Payment, Support & Resources � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Creating a Cisco Lifecycle Incentives referral deal (continued) You will be able to revisit the questionnaire and make changes until your deal is approved. Once your deal is approved by a Cisco representative, the questionnaire will be read-only. 14. To add comments, type them in the comments field. 15. Click "Add a Comment." 16. To upload attachments, click "Choose File." You will be prompted to select a file from your desktop or other location. Select the file you wish to add and click "Open." 17. Click "Upload File." 18. Click "Submit Deal for Approval." Up loading attachments 14 16 17 15 18 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Creating a Cisco Lifecycle Incentives referral deal (continued) Overview 19. You will see a success message. 20. Click "View Referral Deal" to view a read-only version of your deal. Vi ewing your deal 19 Enrollment Registering Plans and Activities 20 Payment, Support & Resources 21. Prior to any referral approver action, the Referral Deal Status will be "Approval in Progress". Vi ewing deal status 21 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Creating a Cisco Lifecycle Incentives referral deal (continued) 22. At the bottom of the screen, you will be able to identify the approvers of your referral deal. Id entifying deal approvers Enrollment Registering Plans and Activities Payment, Support & Resources 22 23. When viewing your deals, the Referral Deal Status column shows the approval status of your deal. 24. In the Next Approver(s) column, you will see the approver(s) associated with your deal. Vi ewing referral deal status 23 24 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Creating a Cisco Lifecycle Incentives referral deal (continued) 25. If your deal is approved, you will be notified of the approval, and it will be booked by an assigned reseller partner. You will then be eligible for incentives based on that booking. If your deal is rejected, you will receive notification of the deal rejection. Approved deals will be indicated in the Referral Deal Status column. 26. If your deal is approved, and if the approver has assigned a reseller partner to the deal, you will be able to view the contact details for the reseller partner. Vi ewing approved deal status 25 Registering Plans and Activities Payment, Support & Resources 26 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Creating a Cisco Lifecycle Incentives referral deal (continued) 27. When a reseller partner has been assigned to your referral deal, you will have an additional Quote tab added. 28. You will be able to view the details of product and service SKUs that the reseller partner adds to the deal. a. You can also view the details of any linked reseller deals. 29. Total List Amount Booked will give you a general idea of your incentives for this particular booking. Vi ewing linked deals 27 Registering Plans and Activities 28a Payment, Support & Resources 28 29 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Linking a referral deal Process Steps Linking existing reseller deals to referral deals Before submitting a request to link an existing reseller deal to a referral deal, it is recommended that you follow these steps: 1. Create a referral deal and submit it using the processes outlined earlier. 2. After Cisco approval, and assignment of the reseller, the reseller deal can be created. In the event that the reseller deal has been created before a referral deal, follow these steps to have a Cisco representative link the deals together: 1. Send the Deal IDs in writing to Cisco via this alias: lifecycleincentives@external.cisco.com. 2. In the subject line, include the following: Request: Link Existing Reseller Deal to Referral Deal. 3. A Cisco representative will review the request and link the deals, if all requirements are met. The Partner will receive a confirmation email after the deal has been linked, and the linked deal will be visible in the CCW tool. Important: The End Customer Name on the reseller AND referral deals need to be the same. This will help ensure that the deals are linked properly and will help with eligibility for referral incentives. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Booking a referral deal - Guided deal registration Overview Enrollment Registering Plans and Activities Payment, Support & Resources Guided deal registration 1. On the Deals & Quotes tab, you will have access to filters to view referral deals. 2. Deal Status will show you which referral deals are pending submission. 3. Click the ( ) icon for a summary of the referral deal. 4. Click the referral deal ID to proceed. Booking a referral deal: Guided deal registration 1 4 2 3 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Booking a referral deal - Guided deal registration (continued) 5. Click "Continue" in the "Continuing the deal as GDR Incentive" box. Note: Once you have initiated the guided Deal Registration (GDR) incentive process, you will be unable to reverse this action. Booking a Referral Deal: Continuing the deal as a GDR incentive Registering Plans and Activities Payment, Support & Resources 5 � Continue through the normal guided Deal Registration incentive process. � For more details on building a quote, see the Cisco Commerce Deals and Quotes User Guide. � For details regarding Enterprise Agreement Deal Registration, email us at expand_deal_registration_for_ea@cisco.com � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Booking a referral deal � Quick Quote Overview Enrollment Registering Plans and Activities Payment, Support & Resources Quick quote 1. On the Deals & Quotes tab, you will have access to filters to view referral deals (Figure 28). 2. Deal Status will show you which referral deals are pending submission. 3. Click the ( ) icon for a summary of the referral deal. 4. Click the deal ID to proceed. Booking a referral deal: Quick quote 1 4 2 3 � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Booking a referral deal - Quick quote (continued) 5. Click "Continue" in the "Booking a referral deal: Quick quote" box. Note: Once you have initiated the quick quote process, you will be unable to reverse this action. Booking a referral deal: Quick quote Registering Plans and Activities Payment, Support & Resources 5 � Continue through the normal quick quote process. � For more details on building a quote, see the Cisco Commerce Deals and Quotes User Guide. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Incentive payment collection Overview Enrollment Registering Plans and Activities Payment, Support & Resources Cisco will make quarterly payments in the form of cash wire transfers to partners who have earned a Lifecycle Incentive � Adopt Incentive, Use (Activate) Incentive, or Expand Incentive. Incentive payment: The rebate coordinator for your company will receive a Global EasyPay (GEP) email with a unique security PIN and instructions to claim the payment. Disputes: If you believe there are discrepancies between Cisco's records and yours, please open a support case. Before submitting a case, refer to the eligibility documentation found on www.cisco.com/go/lifecycleincentives and ensure that you have met the criteria within the required timeframe to qualify. Invoicing: For detailed information on the Global EasyPay claiming process, go to Global EasyPay (GEP) and reference the Global EasyPay Training section for invoice instructions and tax guidelines. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Scenarios that can affect Incentive payment collection Overview Enrollment Registering Plans and Activities Payment, Support & Resources 1. Rebate coordinator has not been assigned: If you have not already assigned or updated the contact information for your company's rebate coordinator for Lifecycle Incentives program, complete this requirement before proceeding. If no rebate coordinator is assigned, you will not be able to claim your incentives for the program. 2. Incorrect information such as banking information, lack of required supporting documentation, and contacts. 3. Failure to respond to Cisco inquiries: Cisco cannot make Global EasyPay payments to you if you fail to respond to Cisco's requests for payment details or do not provide Cisco with correct payment details. What will result: Cisco will retain the payment for ninety (90) calendar days after Cisco's first attempt to notify you that additional information is needed to process the payment. If you do not remedy the issue by providing correct payment details in that 90-day time period, you will forfeit any right to that specific payment. If you have initiated the claim for payment within the ninety (90) calendar days, but payment delivery has failed as a result of incorrect or incomplete information, you will have additional time from the first notification that payment delivery failed to resolve the issue. If you do not respond to support inquiries and requests, you will forfeit any right to that specific payment. For specific details, refer to the Global EasyPay Program Payment Terms. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Support and resources Common support case types The table below provides guidance for some of the most common support case issues and recommendations for resolving an issue before submitting a case. To open a support case go to: Customer Service Hub. Quick Reference Table for Common Support Issues Issue How to resolve in advance Correct Pathway to Choose T o ol-related support: Upon submission of your case, you will receive a response back from Cisco within two business days with a status. To check the s tatus of your case, refer to "My Cases" under the Customer Service Hub: https://customerservice.cloudapps.cisco.com/. Tool support (Access, partner registration, assign partner administrator, associate contacts, assign rebate coordinator, other tool related support) Visit the "Help" section of the Partner Self Service tool for a complete list of available resources. Open a Partner Tools support case Enrollment and activity plan submission support on Partner Partner Enrollment tool Review the appropriate section on this guide for step-by-step instructions Open a Program Enrollment support case Activity Plan support Program related inquiries Visit program website www.cisco.com/go/lifecycleincentives and review program documentation Lifecycle Use Incentives Proof-of-Performance support Review the Proof-of-Performance guidelines https://www.cisco.com/c/dam/en_us/partners/d ownloads/lifecycle-use-incentives-pop.pdf Can no longer see PPE Activity Dashboard or Partner must be compliant with CPIA at all times Lifecycle Incentives enrollment(s) and previously to continue to participate in Lifecycle Incentives. entered activity plans under PPE Activity �D2a0s2h0bCoiascrdo .and/or its affiliates. All rights reserved. Cisco ChaPwnnleiethal PsCaeristcncehoreucaskne doifnaylyroe. uNinoatrcefoorsmptiulplblaliiacrndecigsetirsiwbteuittrihoendC. PpIaArt.ner Send email to lifecycleincentives@external.cisco.com Open a Program Payment support case Open a Program Enrollment support case. Overview Enrollment Registering Plans and Activities Payment, Support & Resources Issue How to resolve in advance Correct Pathway to Choose E ligibility If a partner terminates employment for one of the individuals filling the required roles for the practice, they will have 30 days to notify Cisco of the non-compliant individual for the assigned role and practice. Visit program website to review program documentation: www.cisco.com/go/lifecycleincentives The partner must report the role requirement status change; failure to do so can result in disqualification as a Lifecycle Incentives. Upon notification, Cisco will allow the partner 90 days to train and assign a new person to fulfill the required role. Send email to: lifecycleincentives@external.cisco.com Re ward Payments Dispute regarding payment Payment claim notification not received due to incorrect/missing contact information Rebate coordinator on PSS for Lifecycle Incentives not assigned Incorrect beneficiary name on claim notification Review program documentation: Lifecycle Incentives Appendix Send email to: lifecycleincentives@external.cisco.com Visit the "Help" section of the Partner Se lf Service tool for instructions on how to assign Rebate Coordinator Open a Program Payment support case. For detailed information on Global EasyPay Process go to w ww.cisco.com/go/gep � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. 52 Support and resources Overview Enrollment Registering Plans and Activities Payment, Support & Resources Important Information This document is updated periodically by Cisco and posted on the Lifecycle Incentives website (access requires a Cisco.com user ID and password). If a translated version of this document exists, always refer to the English version on the Lifecycle Incentives website for the most current edition. In the event of a discrepancy between a translated version of the document and the English version, the English version shall prevail. � 2020 Cisco and/or its affiliates. All rights reserved. Cisco Channel Partner use only. Not for public distribution. 53