KeepIt CRM Quote Process
Step 1: Create a new Opportunity
Step 2: Check if the partner is onboarded and has a contact loaded.
Add partner then contact person and Complete the description box with a short description of the opportunity. Territory stays on Default. Once save has been clicked an opportunity has been created. Ensure the territory is updated correctly (should not say worldwide)
Step 4: Click on the new quote.
Step 5:
- Brand: as DC Keepit
- Description: what you are quoting ie. Bumba_Wealth Creed_Keepit 1 User
- End User: Search and choose the correct end user (if not available leave blank, and ask Code Create to create EU)
- Details: Details of the email or Part description and quantity
- ROE: Is the Exchange rate plus (0.30c)
Click Next
Step 6:
- Click New Line Item
- Search for the SKU – price list is situated in the Veritas folder – Keepit. Use the $ price list – KEEPIT PRICE LIST $
- Always remove (-) Before clicking Search
- Put quantity
- The List Price will come up on the USD List Price tab
- Click Save
Step 7:
- Click on Calculate quote totals
- Once calculated double check that it is calculated correctly
- GP% for Keepit will always be 25% (unless otherwise stated)
Step 9:
- Click on Identified
- It is important to put on Identified or the salesperson will not see the opportunity.
Step 10:
Print quote
- Can be printed in PDF (Print quote) Or Excel (Print Quote Excel)
- Save file in the folder and send to partner/salesperson
- Please confirm that access to the folder has been given
Co-Terming
Take the Disti buy price on the Keepit Price list and divide it by 12 months to get $ the amount for each month. Take that price and multiply it by the months left over in the co-term and add 25% margin.
Example:
56 users
$17.40 / 12 months = $1.45 per month
If the need it co-termed to 6 months
$1.45 x 6 months = $8.70 then add margin
$8.70 / 0.75 = $11.60 – this is the price that you will put in CRM and the quantity will be 6
