VERITAS – Standard Operating Procedures
Contents.
- Veritas Quote requests.
- What operations need to be checked before quoting.
- Veritas Information Needed to do a Deal Registration.
- Placing Clean Orders.
- VERITAS CLEAN QUOTE REQUESTS:
VERITAS TRAINING – PARTNER TO REQUEST ON MAIL WHAT VERITAS PRODUCTS THEY REQUIRE.
- IF ITS NEW OR RENEWAL.
- PARTNER TO SUPPLY REQUEST AND END USER DETAILS FOR QUOTATION
- PARTNER TO SPECIFY REQUEST OF WHAT VERITAS PRODUCTS ARE REQUIRED
*Partner to supply as much information as possible of their requirements.
*SLAs on quotes are two hours.
2. WHAT VERITAS OPERATIONS REQUIRES BEFORE QUOTING:
- RECEIVE QUOTE REQUEST MAIL FROM CLIENTS.
- PLEASE ENSURE THAT THE RESELLER SUPPLIES THE FOLLOWING.
a) END USERNAME FOR QUOTE REFERENCE.
b) CORRECT INFORMATION ON REQUEST-
c) ONCE YOU HAVE THE RELEVANT INFORMATION – PREPARE THE QUOTATION.
d) GO TO CRM AND DO A NEW OPPORTUNITY – IF THERE IS AN OPPORTUNITY
ALREADY OPENED, FROM THE VERITAS TEAM – PLEASE USE THAT OPPORTUNITY, TO
CREATE THE VERITAS QUOTE TO DO REVISED QUOTES
e) The request will be either in USD or RSA which the attached has both options on
f) Once you have done the quote, PDF the quote and send it with the enrolment forms, there are “volume” and “single” enrolment forms depending on the number of delegates requested for training
g) The documents for the “VEEAM Training” can be located on
“PUBLIC”
“BRAND & SALES”
“VERITAS – QUOTES – NEW”
Account Managers / Internals must assist Partners in getting all the correct documents for operations to send to procurement to place orders.
3. Placing Clean Orders on Procurement:
- BUSINESS PARTNER PURCHASE ORDER
- VERITAS CRM TRAINING QUOTE
- VENDOR QUOTE ( IF APPLICABLE) WITH CRM QUOTE & P/O
- COMPLETED ORDER FORMS: RESELLER AND END USER DETAILS
- ACCOUNTS TO TAKE CUSTOMER IF ON HOLD.
ONCE ALL DOCUMENTS HAVE BEEN SENT TO PROCUREMENT, THEY WILL THEN PLACE THE ORDER ON THE VENDOR.