The VSX User Manual - Amazon Web Services
Contents
1. corporation or business associated with the person s Name Account Status Owner of Opps Created Date No leads exist Accounts 1 View All Add Account An account is a collection of the information that makes up a company that you are tracking Name Phone Number Website opp2 Opportunities 1 View All Add Opportunity Opportunities are potential sales that are associated to a Lead and Organization either an existing customer or prospect Opportunities provide visibility into account balances sales quotes and sales orders Name Account Stage Deal Status Amount Close Date Opp2 opp2 Qualification Registered to VMware 1 523 00 June 17 2011 Sales Pipeline Reports Get reporting on your leads and reporting To generate your Sales Reports Administration yxy Manage Products oe Manage People Add and edit your companys products Update existing employees roles or remove them from your company 2 Manage My Company qa Sales Pipeline Update information and settings of my Manage your Leads and Opportunities company Sales Pipeline Reports Get reporting on your Leads and Opportunities VSX Partner Tasks 1 Click on the Sales Pipeline Reports link that is located on the bottom left corner of the Administration dashboard 2 Click on Sales Pipeline Reports vmware solution exchange Welcome Stuart McCrae Administration gt Sales Activity gt Reports Reports aoe Leads by Status Opportunities by Stage i T2. Customize a message to your colleagues before sending the invitation or simply go with the default message provided 4 When you re ready click on Send Invitations The invitation to join the VSX has now been sent and on the sent invitations page you can see which employees you ve invited and what their status is e Pending denotes an invite that has yet to be accepted e Employee status denotes the invitation was accepted Manage Sales Pipeline Here you can manage your leads and opportunities Administration in Manage Products Manage People Je g Ati g p Add and edit your company s products Update existing employees roles or remove them from your company E3 Manage My Company qa Sales Pipeline Update information and settings of my Manage your Leads and Opportunities company Sales Pipeline Reports Get reporting on your Leads and Opportunities 1 Click on the Administration link that is located on the top right hand corner of the dashboard 2 Click on Sales Pipeline The Sales Activity screen appears Here you can add leads accounts and opportunities You can also view all existing leads opportunities and accounts 10 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL Administration gt Sales Activity Sales Activity Leads ViewAll Add Lead Alead is the identity of a person or entity potentially interested in purchasing a product or service and represents the first stage of a sales process The lead may have a
3. cts Manage Products your products and pubiish applications below Marner Versions Reviews Ratings Publication Status Acthons To update a product or modify any of the fields listed above click the product s Edit button How do create a new version To update your product to a newer version click on New Version in the Manage Products screen Here you can e Upload the new file Fill out the What s New field e Update any of the current fields Manage People To add employees and manage their roles or assign them to a group click on the Administration link that can be found in the top right hand corner of the dashboard Then click on Manage People 8 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL Q vmware solution exchange Welcome SimonGeddes Visit Marketplace Forums MyAccount Log Out Administration gt Manage People Manage People Sent Invitations Invite Employees You can assign roles to your employees according to the position they have within your company by selecting the appropriate role in the box under the Role column You can also create user groups to help with managing your license assignments User Groups can be added from the Bulk Actions dropdown list Bulk Actions x Name Email Job Title Group Role Kirsten Edwards kedwards vmware com None None Admin z Simon Geddes sgeddes partnerpedia com Program Manager None Admin How do assign roles VSX Partner Tas
4. ds e Analysis e Proposal Price Quote e Negotiation Review e Closed Won e Closed Lost Opportunities By Stage This report allows users to view reports based on opportunities by stage Stages include Prospecting Qualification Needs Analysis Proposal Price Quote Negotiation Review Closed Won and Closed Lost Please select an option by which you would like to filter this report on Filter report by date range Filter report by date range Start date End date Filter re port by a particular month i 13 06 201 1 19 06 20 11 Please select the event you would like to generate this report on Creation Date Generate Report 12 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL vmware VMware Inc 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877 486 9273 Fax 650 427 5001 www vmware com Copyright 2011 VMware Inc All rights reserved This product is protected by U S and international copyright and intellectual property laws VMware products are covered by one or more patents listed at htto wwwvmware com go patents VMware is a registered trademark or trademark of VMware Inc in the United States and or other jurisdictions All other marks and names mentioned herein may be trademarks of their respective companies Item No VSX_User_Manual_Admin_O1R1
5. e ecu Searches ar Acronis Backup amp Recovery 10 Honeywell s suite of applications that helps ensure effective alarm systems thereby Advanced Server Virtual Edition Honeywell improving operator efficiency and assisting in providing safe and reliable processes R 5 product123 The AAM suite includes Alarm Configuration Manager ACM Alarm and Event Analysis To contact a representative of a company and start sales activity around purchasing a solution you require 1 Find a solution that will satisfy your business needs 2 Click on Request Info 3 Pop up Request More Information form appears 4 Fill out the form and click Submit Reguest A confirmation screen appears The company is notified about your request and will get back to you as soon as possible Forums Forums are discussion topics within the solution exchange that are only accessible to partners They allow VMware admins and partners to converse and generate chat around topics set forth by VMware This will play as a key knowledge base moving forward How do I contribute to a forum Only VMware Moderators can start a Forum but any partner can initiate or contribute to discussion within a forum 1 Click on Forum that is located beside the Administrator link on the left hand side of the dashboard 2 View the forums that are currently available 3 Select the forum you wish to contribute to or read further into You are now able to create a new topic or co
6. ge your products and publish applications below Name Versions Reviews Ratings Publication Status Actions To add a product click on Add Product located at the top right hand corner of the screen You will then be prompted to choose a product type e Download Product is available to be downloaded directly from the VMware Solution Exchange 6 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL External Link The product is available online You will then be asked to fill out the following fields VMWARE SOLUTION EXCHANGE USER MANUAL Name Version Identifier If the product is a Download upload the new file Long Description Application Images e Icon e Screenshots Categories Overview Highlight 1 e Highlight 2 Highlight 3 e Description Details e Description Partners e Systems Integrator Hosting Service Providers Resellers Other e Partner e Competency e Country e State Province Support Solution Support Statement Compatibility e VMware e Product e Version e Partner e Product e Version e Support Contact e Support Hours e Support Phone Numbers e Support Website CONFIDENTIAL VSX Partner Tasks VSX Partner Tasks e Support Email e Resources e Joint Solution Briefs e Datasheets e Deployment Guides e Whitepapers e Architecture Design Guides e Success Stores e Demos e Upload related product images and files How do I update a product The following screen allows you to add or edit your company s produ
7. he Leads by Status report allows you to The Opportunities by Stage report allows view the status of all leads based on status users to view reports based on and time frame opportunities by stage You now have the option to either generate reports for e Leads by Status e Opportunities by Stage Visit Marketplace My Account Log Out The Leads by Status report allows you to view the status of all leads based on status and time frame Here you select the timeframe for which you want to generate your reports The date format must be in DD MM YYYY Each status is broken down into five types VMWARE SOLUTION EXCHANGE USER MANUAL CONFIDENTIAL 11 VSX Partner Tasks e New e Contacted e Warm e Qualified e Purge Leads By Status The Leads by Status report allows you to view the status of all leads based on status and time frame Each status is broken down into 5 types New Contacted Warm Qualified and Purge Please select an option by which you would like to filter this report on Filter report by date range Filter report by date range Start date End date 13 06 2011 19 06 2011 Generate Report The Opportunities by Stage report allows users to view reports based on opportunities by stage Click Generate Report and your results will appear on the page plus the ability to export your results to CSV Filter re port by a particular month Stages include e Prospecting e Qualification e Nee
8. ks You can assign roles to your employees according to the position they have within your company by selecting the appropriate role in the box under the Role column You can also create user groups to help with managing your license assignments User Groups can be added from the Bulk Actions dropdown list To change an employee s role 1 Click on the Administration link on the top right hand corner of the dashboard 2 Click on Manage People Here you can change an employee s role to e Admin e Employee e Sales Manager e Sales Rep Create a Lead Assign Sales Rep rr Y ee Edit an Opportunity rr a ee Notifications Ar ee eee Re Assign roles Ooy ee ee VMWARE SOLUTION EXCHANGE USER MANUAL CONFIDENTIAL VSX Partner Tasks Manage People Sent Invitations You can assign roles to your employees according to the position they have within your company by selecting the appropriate role in the box under the Role column You can also create user groups to help with managing your license assignments User Groups can be added from the Bulk Actions dropdown list Bulk Actions o Name Email Job Title Group Role EJ Kirsten Edwards kedwards vmware com None None Admin Simon Geddes sgeddes partnerpedia com Program Manager None Admin How do Invite Employees 1 Click on the Invite Employees button to the right 2 Download the sample Excel file soreadsheet fill in the required fields and then upload that file 3
9. ner Tasks The following tasks can be performed by any VSX partner How to Use Search Use VSX s search functionality to find the right solution to meet your company s needs To use search type in a keyword in the text box and any company or solution profile that contains that keyword will appear in the search results Another way to search is by clicking on the appropriate category on the right hand side of the dashboard and narrowing your search by Technology Type Industry Type or VMware Product Search will save the last five searches and search results along with the last five recently viewed solutions Personal Account Settings Email Management This option changes the email address with which you will log in receive notifications and so on Password Management This option allows you to change your password to a new one Note that passwords must be at least 8 characters in length and must include characters from three out of the following four types e upper case e lower case e digits e special characters VMWARE SOLUTION EXCHANGE USER MANUAL CONFIDENTIAL 3 VSX Partner Tasks Request Info Contact a Sales Person Q vmware solution exchange Welcome Simon Geddes amp Administration Forums MyAccount Log Out Datacenter Applications Desktop Virtualization Cloud Virtual Appliances Find Solution Marketplace gt Advanced Alarm Management Suite Advanced Alarm Management Suite Request info piocerd Sonon
10. ntribute to existing threads e To create a new topic or thread click New Topic Thread in the upper right side of the screen then fill out the fields in the popup and click Create 4 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL VSX Partner Tasks Welcome Simon Geddes Administration Forums MyAccount Log Out New Topic Thread 0 Replies 5 Views e To read an existing thread click the topic name in the Topic list You can now read the thread e To posta reply click Post Reply in the upper right corner of the screen vmware solution exchange Welcome Simon Geddes Meamketplace gt Forums gt Intoduce Yourself Introduce Yourself My Company Your company profile allows you showcase your company and its solutions to the broader VMware Solution Exchange community VMWARE SOLUTION EXCHANGE USER MANUAL CONFIDENTIAL 5 VSX Partner Tasks How do I edit my Company profile To edit your company s profile click on the Administration link that can be found in the top right hand corner of the dashboard Then click on Manage My Company Here you can e Add change remove your company s URL e Add or remove a company logo that will appear beside the company profile valid image formats are jpg gif png and bmp e Edit the company description e Select Change update your company s solution s play in Under Contact Information you can e Edit display name for address and phone number e Add update your compan
11. vmware PARTNER NETWORK VMware Solution Exchange Partner User Manual V 1 0 Released June 2011 vmware Table of Contents VSX Partner Tasks 3 HOW t Use Search i seu tvetermee ca tuou AKAA 3 Personal Account Settings 3 Email Management 3 Password Management 3 Request Info Contact a Sales Person 4 POCUMS v tcnatee cea even see eee heme Pe eo nee ere E oe ese A 4 HOW do I contribute to a forum 4 MYCOmMmpany ananananzanazanaznanaznzananana 6 How do I edit my Company profile 6 NDONDI S es WA UAE AA WA AI ee eee AAA oe ee 6 Manage Produ ts IIIA AAA Aa 6 How do I add a new product 6 Howdolupdateaproduct 8 How do I create a new Version 8 Manage PCODIG IAEA WA 8 How do l assign roles 9 How do I Invite Employees 10 ManageSalesPipeline 10 Sales Pipeline Reports 11 2 CONFIDENTIAL VMWARE SOLUTION EXCHANGE USER MANUAL VSX Partner Tasks VSX Part
12. y s contact information like address and phone number e Add additional company contact information that you have Notifications On creation of an opportunity and lead a notification will be sent to sales managers Sales reps and admins will get notifications on any leads and opportunities that are assigned to them A few examples of notifications are e Whenever a lead opportunity has been created e Whenever a lead opportunity has been assigned to a sales rep or admin e Whenever a lead opportunity has been updated e Someone adds a lead or opportunity to your sales pipeline only admins sales managers and affected sales reps will get notifications A quick summary of your notifications is shown next to your name By clicking on any of these notifications it will take you to a more detailed view on your notifications page Each notification will be sent to your registered email address as well so you will know in real time when people interact with you within the VMware Solution Exchange Sales Pipeline Manage Products How do I add a new product To add edit a product click on the Administration link that can be found in the top right hand corner of the dashboard Then click on Manage Products Here you can add and edit your company s products Q vmware solution exchange Welcome Simon Geddes Visit Marketplace Forums MyAccount Log Out Administration gt Manage Products Add Product Manage Products j You can mana
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