CCW Live Training For 2 Tier

Live Training Session 2-Tier Partners
Cisco Commerce Workspace 7.0
2010 Cisco and/or its affiliates. All rights reserved.
Cisco Confidential
In this course you will learn about the 7.0 enhancements to Cisco Commerce Workspace that benefit 2-Tier Partners who order through a distributor in the following key areas:
CCW Quoting and Other Partner Interface Enhancements Configuration and Ordering Enhancements
CCW Support of the Distributor Reseller Selling Model Cisco Services Capabilities Directly within CCW
Cisco Confidential
Table of Contents Click any underlined section to navigate to a topic:

CCW Quoting and Other Partner Interface Enhancements
View and Share Enhancements Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)
Configuration Enhancements
Next Generation Configuration (NGC) Simplification Unified Computing Blade solution bundles (UCS-B) Unified Communication Software Subscriptions (UCSS)
CCW Support of the Distributor Reseller Selling Model
Distributor Quote to Order Channel Booking Neutrality (CBN) with Services
Cisco Services Capabilities Directly within CCW
Advanced Services-Fixed
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In this module, you will find

View and Share Enhancements Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)
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Whats in it for you?
Ability to create deals and quotes in a single workspace with flexible entry points Collaborate strategically with colleagues, Distributors, and Cisco Sales and Engineering teams in the Workspace
Consistent look and feel across the Workspace means less time spent in training on using the Workspace and more time for value-added work
View and Share Enhancements

2-Tier Partner Benefits:
New view and auto-share capabilities will enable additional real-time
collaboration efficiencies across the workspace.

These changes will bring further efficiencies to deal cycles and will
reduce the manual selection of users for sharing individual records.
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In this module, you will learn about:
Sharing Deals and Quotes
Accessing a Shared Deal
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In this lesson, we will begin by sharing a Deal and revoking sharing access after it has been granted.
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Sharing a Deal
To open the Deal you wish to share, click the Deal ID link from the CCW Home Page.
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Sharing a Deal
Next, click the Share link.
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Sharing a Deal
From the Share Deal page, you can now add new contacts via: Team Alias Contact Name Non-Cisco Email Address or email that is not associated with the Cisco.com ID
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Sharing a Deal
For any unconfirmed emails, the Receive Email Notifications drop-down will default to No and cannot be changed. The steps for adding sharing recipients are the same for Configurations. The steps for removing sharing recipients are different for Configurations. Note: The system will not allow you to remove recipients for a Configuration once the share window is closed.
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In this lesson, we will view a shared deal.
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Access a Shared Deal

If the Deal was shared with a Cisco email address (or an email that is linked to a CCO ID), the contact will go to the Cisco Commerce Workspace Home page, scroll down to Deals and Quotes and change the Filter to Deals Shared with Me.
If the Deal was shared with a non-Cisco email address (or an email that is not linked to a CCO ID), the contact will need to click the Access Shared Deal link instead.
The Access Shared Deal dialog box will display. Enter the Access Key and Deal ID, and click the Continue button. The contact received an email with the Access Key and Deal ID.
Once the contact has accessed a deal using an Access Key, the contact can then view the deal under Deals Shared with Me.
2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15

In this module, you learned about:
Sharing Deals and Quotes
Accessing a Shared Deal
For Additional details on using these new features, see View and Share Enhancements in the Modular Training located in Partner Central.
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Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)

Cisco AMs are now able to create, manage, and share multiple quotes for a single
opportunity which means that Partners now have more opportunity than ever before to submit quotes in a variety of ways to be more competitive and win business.
When multiple quotes are approved the Cisco Salesperson may share the quote
with partners in CCW. Partners will have visibility to their own quotes only.
You will easily be able to identify those quotes that are part of a multiple quote
scenario by the status of Approved Not ready to Order (ANRO) inside CCW.
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Cisco Account Manager Created and Collaborated Quote

In this module all partners
Will be able to locate and view in Cisco Commerce Workspace (CCW) the quotes initiated by Cisco Sales Account Managers that are part of a multiple quote deal. Will understand the new status of Approved/Not Ready to Order (ANRO) for the new multiple quote deals initiated by Cisco Sales Account Managers.
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Cisco Account Manager Created and Collaborated Quotes
Quotes that have been shared by the Cisco Account Manager will have a new status of Approved Not Ready to Order.
This status prevents the Partner from editing the quote and placing the order until the customer has selected the winning quote. The quote can be ordered when the status is changed to Approved by the Cisco Account Manager. When consumption starts on the winning quote, the Deal Status of the non-winning quote(s) changes to Cancelled. Note: Select Quotes Created by Cisco from Display to locate shared quotes.
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Cisco Account Manager Created and Collaborated Quote

In this module all partners
Will be able to locate and view in Cisco Commerce Workspace (CCW) the quotes initiated by Cisco Sales Account Managers that are part of a multiple quote deal. Will understand the new status of Approved/Not Ready to Order (ANRO) for the new multiple quote deals initiated by Cisco Sales Account Managers. For additional details on using these new features, see Cisco Account Manager Created and Collaborated Quote in the Modular training located in Partner Central.
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In this lesson, we will view the changes that have been made to the CCW User Experience.
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Enabling Quoting Consistent Experience

Enhancements made to the Quoting:
Items Tab
Discount Tab
Review and Submit Tab
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Enabling Quoting Consistent Experience

User Experience improvements for Quoting (Partial List): A new View filter. The Remove Service link for line items will be replaced with Change/Remove Services. Workspace profile preferences for Pricelist, Intended Use, Billing Address and Contact will auto-populate in Quick Quotes. Net Unit Price has been added to the View by menu on the Discount and Credits page. Discount views will be visible at all times. Customizable Export utility.
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Module Summary
Enhancements made to the CCW User Interface
For Additional details on using these new features, see Enabling Quoting in the Modular Training located in Partner Central.
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In this module, you will learn about the Enhanced Product Search Functionality
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Find Products > CCW Home Page
From the CCW Home Page, use the Find Products portlet to search for a specific product by entering a product description or a SKU.
For additional information on searching, click the Search Tips link.

You can also search by clicking the Search by Product Family link. Find Products is also available now in the Items page of Configuration and Quoting.
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Find Products > Product Family Search
Select Product Family. The Dropdown menu will display the Product Families available. Click the Search button.
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Find Products > Product Family Search
The Results will only display the products that are on your price list.
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Find Products > Product Description Search
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Next Generation Configuration (NGC) Simplification
Unified Computing Blade solution bundles (UCS-B)
Unified Communication Software Subscriptions (UCSS)
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Intuitive, simplified configuration experience with user-friendly graphical interface Intelligent validations simplify the configuration process and improve productivity Helpful warnings and suggestions decrease the amount of time it takes to create a configuration
Next Generation Configuration (NGC) Simplification

Benefits for 2-Tier Partners:
New Configuration Summary pane provides greater information with fewer
clicks.
Configuration Summary automatically saves a click and allows Partners to
complete their configurations faster and more accurately than ever before.
Hyperlinked configurable items are displayed so the Partner can view
configuration options on the right side of the Core Config page.

Configuration Summary pane allows Partners to configure much faster by
providing guidance and warning icons next to configurable items.
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Module Overview
Configuration navigation panel enhancements:
Option Selection Page

Core Configuration User Interface
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Major Refresh to NGC User Experience
When you click the Select Options link on the Items tab or the Quote tab, you will navigate to the list of product categories to begin configuration.
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The product configuration page has been removed. The configuration process is now faster with one less step!
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The options for your selected category or configurable options are now displayed on the right.
To begin your product configuration, use the Configuration Summary pane displayed on the left of the screen.
Note: Included components mapped to hidden or $0 Items will not appear on the product configuration page, but will be displayed on the Items page.
When the orange triangle icon is displayed next to a warning message, action may be required prior to completing your configuration.
When the orange triangle icon is displayed next to a configurable item, it means that it requires configuration.
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Items momentarily highlighted in yellow in the configuration summary pane indicates that the items highlighted were successfully added to your configuration. If you add multiple items at once, all successfully added items will be highlighted.
All configurable SKUs are hyperlinked. Warning messages will display when a hyperlinked SKU requires configuration.
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Configuration navigation panel enhancements:
Configuration Summary pane Summary pane New legend of icons and highlighted components For Additional details on using these new features, see NGC user Experience in the Modular Training located in Partner Central.
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Unified Computing Solutions (UCS) Blade-Centric Configuration

Benefits for 2-Tier Partners:
Tabbed Partner Interface (UI) that is easier to use and guides Partners through
creating a B-series solution

Fewer steps in the process Easily attach services
Concise Summary
Chassis auto-distribution Power consumption
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Unified Computing Solutions (UCS) Blade-Centric Configuration

In this module, you will see
The Blade centric configuration capabilities (available in third party configuration tools) are
being enhanced in CCW to provide a Blade-centric experience and encourage the use of Next Gen Configuration (NGC) .
How to configure a Blade-centric solution by navigating through the following five tabs:
Step 1: Blade Server

Step 2: Chassis
Step 3: Fabric Interconnect

Step 4: Service
Step 5: Summary
Note: The new Blade-Centric Configuration User Interface will only display for NEW configurations of the N20 bundle or for edits made to the N20 bundle in this new UI (this new UI will not display when modifying an existing configuration made in the existing Config UI or when importing from NetformX).
UCS Blade-Centric Configuration > Overview

New/Restore Configuration Entry Points Quoting / Config / Order
Step 5: Summary System level Power Calculation Concise summary

Blade Library UCS Blade Configurator
Step 2: Chassis Step 4: Services
Available services for the user Services summary
Chassis Preferences Auto/Manual distribution Chassis Config Add Empty Chassis
Step 3: Fabric Interconnect FIC Preferences FIC Configuration
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UCS Blade-Centric Configuration > Select Options
From the Items tab click Select Options to configure an N20 bundle. In the September release, the N20 bundle is the only bundle available for the bladecentric configuration.
Note: All partners will be able to configure the N20 bundle, but only partners certified in ATP-DCUC or Data Center Architecture (DCA) or United Computing Technology (UCT), will be able to quote them in CCW.
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UCS Blade-Centric Configuration > Step 1. Blade Server
The Step 1: Blade Server tab contains three components: My Blade Library section displays the list of previously saved Blade configurations.
Click the Add button in Available Components to add an available Blade to the UCS Blade Servers Configurator where you will click to Configure the Blade.
Click Next to continue to Step 2: Chassis.
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UCS Blade-Centric Configuration > Step 2. Chassis

From the Step 2: Chassis tab you will
Apply Chassis Preferences and Auto-Distribute blade servers among chassis. Add available components
Configure the Chassis
Power Consumption is displayed and updated with every change that is made. Click Next to continue to Step 3: Fabric Interconnect.
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UCS Blade Centric Solution > Step 3: Fabric Interconnect
From the Step 3: Fabric Interconnect tab you will
Apply Fabric Interconnect Preferences

Add the Fabric Interconnect Components Configure the Fabric Interconnect Power Consumption is displayed and updated with every change that is made. Click Next to continue to Step 4: Service
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UCS Blade-Centric Configuration > Step 4. Service

Step 4: Service
Apply preferences for Technical Support. The Duration is only applied to selected service programs.
The service will display below in the Services Added to Solution section with the Service Total. Click Next to continue to Step 5: Summary
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UCS Blade-Centric Configuration > Step 5. Summary
From the Step 5: Summary tab, you can view: Power consumption for the entire solution Blade components grouped by the options you defined Chassis combinations. Fabric Interconnect configurations Service SKUs displayed at the end of the configuration lines Service levels grouped by the product to which they are attached
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Module Summary
Blade-centric configuration capability for creating new UCS-B solutions (N20 bundle)
Step 2: Chassis
Step 3: Fabric Interconnect
Step 4: Service
Step 5: Summary
For Additional details on using these new features, see:

Configuration for Cisco Unified Computing System Blade Solutions in the Modular Training located in Partner Central
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Unified Communication Software Subscriptions (UCSS)

2-Tier Partner Key Points:
Partners without access to CCW ordering can now create Quotes with the new
UCSS SKUs in CCW if they plan to fulfill through a Distributor that has access to CCW Ordering. Otherwise, they should continue to order through Legacy Ordering Tool, using the Legacy SKUs. Note that only the new SKUs eliminate the need to manually activate and register UCSS and thus Partners are encouraged to put orders through CCW when possible.
Although all 2-Tier Partners and Distributors worldwide will now have access to the
new UCSS SKUs, primarily 2-Tier/Disti users in US and Canada theatres should use the new SKUs in CCW. US/C Distis have access to CCW Ordering, and the new SKUs may only be ordered in CCW.
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In this section we compare the new UCSS SKUs to the legacy SKUs, share their benefits and what they look like.
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Important Points about the History of UCSS SKUs

1st Generation SKU SKU Type/Format Compatible Ordering Tool Compatible Configuration Tools UCSS-UPC-3-1
Market Place NetformX, Dynamic Configurator Tool, Multi Line Configurator or Excel
2nd Generation SKU UCSS-U-UPC-1

Retired Retired
3rd Generation SKU UCSS-U-UPC-3-1

Cisco Commerce Workspace Next Gen Config
Which Ordering tool will your Disti use?
Your answer determines which SKUs you use!
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Select which UCSS SKUs to Use
Which Ordering Tool will your Disti use?
Market Place
CCW
Use the legacy 1st gen SKUs

Use the new 3rd gen SKUs
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Format of the New UCSS SKUs
Format of 1st gen/legacy SKUs:
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This section shows you the process of Quoting UCSS in CCW, whether you are using the new 3rd generation SKUs or the 1st generation legacy SKUs.
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Module Overview
The steps of the Quote to Order process include:
1. Import into your CCW Quote a saved configuration:
a)
b)
created Next Gen Config (for quoting the new 3rd gen SKUs) or
created in Netformx, DCT, MLC, or Excel (for quoting the legacy 1st gen SKUs)
2. Complete the CCW Quote 3. Submit the Quote for Approval
4. Order through your Distributor
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Quote Process: Import a Configuration
In the Quote-Items page in CCW, import a saved configuration by clicking the Import a Saved Configuration link and then selecting the saved configuration.
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Quote Process: Import a Configuration
The configuration is now imported into the Quote. Click the plus icon next to the major line to see all lines in the configuration.
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Quote Process: Complete the Quote
To proceed through the pages of the Quote tab, scroll down and click Save and Continue on each page.
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Quote Process: Complete the Quote
On the 3rd page of the Quote tab, discounts and pricing will apply. Click Save and Continue.
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Quote Process: Submit Quote for Approval
This opens the Review and Submit tab. Click Submit Quote for Approval. For more information on How to Create a Quote view the CCW Quote Training located in Partner Central.
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Quote Process: Complete the order with the Distributor
Once the Quote is approved you may complete the order with the Distributor.
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Module Summary
The benefits of the new UCSS SKUs
What the new SKUs look like

How to quote software subscriptions
For Additional details on using these new features, see: Quote to Order Process with UCSS in the Modular Training located in Partner Central UCSS Guide to Ordering located in Partner Central
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Distributor Quote to Order Distributor Reseller Selling Model Multinational Quote Logic (MNQ) Channel Booking Neutrality (CBN) with Services
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Enables users to order services with products for Channel Bookings Neutrality (CBN) orders placed in CCW Faster deal cycle times now that distributors can place CBN orders for partners with products and services directly within CCW, eliminating the need to use a separate tool for service orders and making it easier for the distributor to act on behalf of partners
Distributor Quote to Order

Increase Order Accuracy Faster deal cycle time to booking When the Intended Use is Resale, the list of distributors will be filtered by those
who are authorized to sell within the resellers territory.
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Distributors Quote to Order

In this module
2-Tier Partners will understand that:

A valid configured quote is required for Distributors to convert Partner Quotes to
Orders.
Additions when quoting indirect must be done by the partner for discounts and re-
approval.
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Partners must select Resale as Intended Use if ordering through a Distributor . The Distributor can only convert quotes to orders if the intended use is Resale.
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The Buy Method must be the same distributor for all line items in the quote.
All line items on the quote must be valid for the Distributor to Convert the partner initiated quote to an Order.
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As a best practice, Partners should ReOpen an approved quote to make changes such as updating the quantity or adding items.
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In this module
2-Tier Partners who are quoting indirect will understand that:

A valid configured quote is required for Distributors to convert Partner Quotes to
Orders.
Additions when quoting indirect must be done by the partner for discounts and re-
approval.
For Additional details on using these new features, see Distributor facilitated Actions on Behalf of Partners in the Modular Training located in Partner Central.
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Channel Booking Neutrality (CBN) with Services

Distributors will no longer be required to place service orders separately
Users will also be able to quote standalone service items as CBN (however,
standalone service will be ordered in OT)
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Advanced Services-Fixed
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Ease of doing business with Cisco requires a simplified engagement model enabling Standard fixed-price services delivered by Ciscos Advanced Services team. The time-consuming Statement of Work (SOW) process has been replaced by Single Service Descriptions available here: www.cisco.com/go/servicedescriptions Fixed-scope professional services is a standalone service ordering model now available for all routes to market via CCW.
In this September release of CCW, the system will automate the simplified ordering model for "standard" Advanced Services. The prices are published on the Global Price Lists and wholesale Price List (WPL) making them fixed priced. AS-Fixed Service Offerings are available for: Unified Computing Services (UCS) Collaborative Professional Services (CPS) Cisco TelePresence Service Provider Upgrade and Refresh Service Provider Mobile Packet Core WebEx Security Accelerator
Availability of fixed scope services ordered through CCW will be based upon the partner eligibility to sell in the selected installation country with Single discounts applied bypassing manual approval and giving Partners shorter deal to order times.
Advanced Services Ordering Model for Fixed Price Services

Partner Benefits:
Enhanced Partner experience:
Streamlined the ordering process for fixed price services with the addition of (ASF)
SKUs
Orderable at product point of sale (POS) Reduction in quoting & ordering cycle time from weeks to days. Increased scalability for both Cisco Branded & Collaborative Service offers Faster Time-to-Market - no scope nor price negotiation
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Advanced Services Ordering Model for Fixed Price Services Overview

In this module, you will learn about :
Understanding Standard (Single) vs. Group ASF SKUs Ordering Fixed Price Services via Distributor
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Fixed Price Services > Single vs Grouped
AS-Fixed group SKUs are identified with the prefix ASF-XXX-G. The G indicates an AS-Fixed Group SKU. You may modify the quantity added if all services are intended for delivery to a single location.
ASF Single SKUs do not have a G in the SKU and the quantity of Single SKUs defaults to 1 and cannot be modified.
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Ordering Fixed Price Services via Distributor > CCW Workflow
Enter Accurate Install Site and Contact Information into CCW
Create Quote for Desired ASF SKU (note no validation occurs with disti buy method)
Share Quote with the Distributor of your Choice
The Install Site and Partner Contact Information are required on both the quote and the order. Entering the information in Quoting is not sufficient as this data does not copy over to the order screen. You will have to make sure you enter the information correctly into the order as well.
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Ordering Fixed Price Services via Distributor > Partner Contact and Install Site Information
The Partner Contact and Install Site Information are critical when ordering through a distributor. Distributors use the information you populate here when they create the order on your behalf. Incorrect or insufficient information can potentially delay the order.
Advanced Services Ordering Model for Fixed Price Services

In this module, you have learned how to:

Understand Standard (Single) vs. Group ASF SKUs Order Fixed Price Services via Distributor
To access the complete AS-Fixed program training materials with the full workflow and broader Cisco business context:
Check back in late September/early October 2011 for the latest CCW integrated training information .
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Partner Resources > Where to Get Help
Partner Central CCW Website Access will be available to the latest self-paced e-Learning, demos, presentations, videos, and quick reference guides (Check back in late September and October as materials are added) Partner CCW Overview Video See the link at the top of the Partner Central landing page to see a quick video on demand on the benefits of the Workspace Partner Help Line - Channel Partner support for all pre-sales support needs
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In this course you explored the 7.0 enhancements to Cisco Commerce Workspace that benefit 2-Tier Partners who order through a distributor in the following key areas: CCW Quoting and Other Partner Interface Enhancements
Configuration Enhancements
CCW Support of the Distributor Reseller Selling Model Cisco Services Capabilities Directly within CCW
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What Do We Need You to Know? In Order to Drive Partner Adoption
We are Asking You and Our Sales Teams to Work in a New Way
When your Cisco AM sends you a Deal ID, ask them to collaborate with you from SFDC This way you can see, edit and order the quote from within CCW When your Cisco AM asks for an Excel BOM, send them a configset ID and key or route/share a config instead Valid configurations are necessary use NGC, DCT, MLC, Netformx, etc upload into CCW!
When Partners make changes to an AM initiated quote, non-std pricing must be updated and re-approved by the Cisco AM feel free to remind them!

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Live Training Session 2-Tier Partners

Cisco Commerce Workspace 7.0

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

Table of Contents Click any underlined section to navigate to a topic:

CCW Support of the Distributor Reseller Selling Model

Distributor Quote to Order Channel Booking Neutrality (CBN) with Services

Cisco Services Capabilities Directly within CCW

2010 Cisco and/or its affiliates. All rights reserved.

In this module, you will find

2010 Cisco and/or its affiliates. All rights reserved.

Whats in it for you?

View and Share Enhancements

collaboration efficiencies across the workspace.

reduce the manual selection of users for sharing individual records.

2010 Cisco and/or its affiliates. All rights reserved.

View and Share Enhancements

Accessing a Shared Deal

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

Next, click the Share link.

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

In this lesson, we will view a shared deal.

2010 Cisco and/or its affiliates. All rights reserved.

Access a Shared Deal

View and Share Enhancements

Accessing a Shared Deal

2010 Cisco and/or its affiliates. All rights reserved.

Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)

2010 Cisco and/or its affiliates. All rights reserved.

Cisco Account Manager Created and Collaborated Quote

2010 Cisco and/or its affiliates. All rights reserved.

Cisco Account Manager Created and Collaborated Quotes

2010 Cisco and/or its affiliates. All rights reserved.

Cisco Account Manager Created and Collaborated Quote

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

Enabling Quoting Consistent Experience

Review and Submit Tab

2010 Cisco and/or its affiliates. All rights reserved.

Enabling Quoting Consistent Experience

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

2010 Cisco and/or its affiliates. All rights reserved.

Find Products > CCW Home Page

For additional information on searching, click the Search Tips link.

2010 Cisco and/or its affiliates. All rights reserved.

Find Products > Product Family Search

2010 Cisco and/or its affiliates. All rights reserved.

Find Products > Product Family Search

2010 Cisco and/or its affiliates. All rights reserved.

Find Products > Product Description Search

2010 Cisco and/or its affiliates. All rights reserved.

In this module, you will find

Unified Communication Software Subscriptions (UCSS)

2010 Cisco and/or its affiliates. All rights reserved.

Whats in it for you?

Next Generation Configuration (NGC) Simplification

configuration options on the right side of the Core Config page.