Margin Builder

from Symantec

Margin Builder...from Symantec

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

Margin Builder...from Symantec

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 Symantecs 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.
Margin Builder...from Symantec

5 Simple Steps to using Margin Builder!

Identify a new License opportunity:

http://www.emea.symantec.com/info/margin_builder/eligible_products.html

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

Margin Builder...from Symantec

Manual vs. Auto-approved workflow

Margin Builder...from Symantec

How to claim additional Margin:

Margin Builder...from Symantec

Market Segment
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

Products available in the Tool:

Security & Backup/Availability

Margin Builder...from Symantec

Eligible Products - Security

http://www.emea.symantec.com/info/margin_builder/eligible_products.html

Margin Builder...from Symantec

Eligible Products Backup/Availability

http://www.emea.symantec.com/info/margin_builder/eligible_products.html

Margin Builder...from Symantec

10

Margin Builder Tool Demonstration

Deal Registration process

Margin Builder...from Symantec

11

Accessing Margin Builder, process 1:

www.marginbuilder.com

Margin Builder...from Symantec

12

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

13

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

Margin Builder...from Symantec

14

Accessing Margin Builder, process 2:

PartnerNet

Margin Builder...from Symantec

15

Step 1:

Go to.
www.symantec.com
Click on Partners on
the top menu
Click on Login to
PartnerNet on the
right top menu

Margin Builder...from Symantec

16

Step 2:

Enter your login

details.

If you dont have

an account please
complete the
Symantec Partner
Application

Margin Builder...from Symantec

17

Step 3:
SMB Specialized Partners
Click on Small and
Midsized Business in
the navigation bar on
the right hand menu

Margin Builder...from Symantec

18

Step 4:
SMB Specialized Partners
Click on Margin
Builder Tool link

Margin Builder...from Symantec

19

How to Submit a claim on Margin

Builder Tool

Margin Builder...from Symantec

20

Deal submit page

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
Margin Builder...from Symantec

21

Deal submit page

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
Margin Builder...from Symantec

22

Deal submit page

The D&B search returns as

many results as possible
according to the search
criteria

If the relevant reseller is not

in the resulting list, the
reseller has the opportunity
to modify their search

The reseller can manually enter the end user

details if they cannot be found in the results list
Margin Builder...from Symantec

23

Deal submit page

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

Margin Builder...from Symantec

24

Deal submit page

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

Margin Builder...from Symantec

25

Deal submit page

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

Margin Builder...from Symantec

26

Deal submit page

Clicking on the solution area

displays the appropriate
products

A simple bullet point list is

presented to clearly show
what products are available

Margin Builder...from Symantec

27

Deal submit page

The percentage is labelled with

text explaining what it is for, this
can be modified

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&Cs. There is also a link
for them to be downloaded
Margin Builder...from Symantec

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
28

Deal submit page

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

Margin Builder...from Symantec

29

Deal submit page

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
Margin Builder...from Symantec

30

Thank you!
Symantec Margin Builder Helpdesk
helpdesk@marginbuilder.com
+44 1844 393026

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.

Margin Builder...from Symantec

31