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Business Connections Program Overview January 2007 v1.5
What is Business Connections? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What is Business Connections?
Signing Up Your Vendor ,[object Object],[object Object],[object Object],[object Object]
Signing Up Your Vendor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Signing Up Your Vendor ,[object Object],[object Object],[object Object],NOTE:  This step is an electronic signature. Your vendor must perform this step. If anyone other than your vendor does this, it is considered a form of forgery.
Signing Up Your Vendor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Signing Up Your Vendor ,[object Object],[object Object],[object Object],[object Object]
Signing Up Your Vendor Your vendor is now registered and can log in to submit a lead!
Help Your Vendor Submit Leads 4. 1. 2. VENDOR LOGIN Step 1:  www.xo.com Step 2: Scroll Down  Step 3: Click on Referral Program Step 4: Login 3.
Help Your Vendor Submit Leads 2. 1. ,[object Object],[object Object],[object Object]
Help Your Vendor Submit Leads Entering A Lead   Enter company and contact information Make certain that your vendor selects YOUR market and name! You must be certified for your name to appear in the dropdown box!
Help Your Vendor Submit Leads Verify & submit the lead Lead successfully submitted!
[object Object],[object Object],Help Your Vendor Submit Leads
Vendor Payments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Life of a Business Connections Lead ,[object Object],[object Object]
[object Object],The Life of a Business Connections Lead
The Life of a Business Connections Lead 3. 2. 1. ,[object Object],[object Object],[object Object],[object Object]
The Life of a Business Connections Lead How to Find a Lead in LiNX 1. Click on the Campaigns Tab 1.
The Life of a Business Connections Lead How to Find a Lead in LiNX 1. Click on Vendor Referral NOTE: If a current customer submits a lead, you will locate this lead under “Customer Referral.”
The Life of a Business Connections Lead ,[object Object],[object Object],[object Object],2. 1.
The Life of a Business Connections Lead 2. ,[object Object],[object Object],[object Object]
The Life of a Business Connections Lead ,[object Object],[object Object],[object Object],1. After completing this step, click on your campaigns tab, then vendor referral and continue to promote the lead to an opportunity by highlighting the lead and clicking on “Create Opportunity” 2.
The Life of a Business Connections Lead ,[object Object],[object Object],[object Object],[object Object],2. 1. 3.
[object Object],[object Object]
The RFC Process 1. 2. RFC via Remedy Step 1: Go to insideXO Step 2: Click on IT Helpdesk Step 3: Click on “OK” 3.
The RFC Process RFC via Remedy Step 1: Click on Open A Ticket Step 2: Enter your User Name & Password Step 3: Click on “Login” 1. 2. 3.
The RFC Process RFC via Remedy  Step 1: Case Type, chose “Problem” Step 2: Reported System, chose “Business Connections” Step 3: Select appropriate Reported Item 1. 2. 3.
The RFC Process RFC via Remedy  Step 1: Short Description must include:  Customer Name Account Number  Order Number Step 2: Initial Description Field: Any additional comments 2. 1.
The RFC Process RFC via Remedy  Step 1: Review all of the information provided Step 2: Note the information needed in the Short Description & Initial Description Step 3: Click  “Next”
The RFC Process RFC via Remedy  Step 1: Click “Add” to attach additional information if  needed  Step 2: Click “Browse…” find desired document then click “OK”; Confirmation window will appear Step 3: Click “Submit” 3. 2. 1.
The RFC Process RFC via Remedy  Step 1: Note your successful submission of a RFC via Remedy 1.
Resources Laura Byrd (703) 547-2049 Marketing Programs Manager   Your Field Marketing Manager Business Connections Program Information: http://insidexo/sales/programs/referral.asp

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Business Connections Overview 2007

  • 1. Business Connections Program Overview January 2007 v1.5
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Signing Up Your Vendor Your vendor is now registered and can log in to submit a lead!
  • 10. Help Your Vendor Submit Leads 4. 1. 2. VENDOR LOGIN Step 1: www.xo.com Step 2: Scroll Down Step 3: Click on Referral Program Step 4: Login 3.
  • 11.
  • 12. Help Your Vendor Submit Leads Entering A Lead Enter company and contact information Make certain that your vendor selects YOUR market and name! You must be certified for your name to appear in the dropdown box!
  • 13. Help Your Vendor Submit Leads Verify & submit the lead Lead successfully submitted!
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. The Life of a Business Connections Lead How to Find a Lead in LiNX 1. Click on the Campaigns Tab 1.
  • 20. The Life of a Business Connections Lead How to Find a Lead in LiNX 1. Click on Vendor Referral NOTE: If a current customer submits a lead, you will locate this lead under “Customer Referral.”
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26. The RFC Process 1. 2. RFC via Remedy Step 1: Go to insideXO Step 2: Click on IT Helpdesk Step 3: Click on “OK” 3.
  • 27. The RFC Process RFC via Remedy Step 1: Click on Open A Ticket Step 2: Enter your User Name & Password Step 3: Click on “Login” 1. 2. 3.
  • 28. The RFC Process RFC via Remedy Step 1: Case Type, chose “Problem” Step 2: Reported System, chose “Business Connections” Step 3: Select appropriate Reported Item 1. 2. 3.
  • 29. The RFC Process RFC via Remedy Step 1: Short Description must include: Customer Name Account Number Order Number Step 2: Initial Description Field: Any additional comments 2. 1.
  • 30. The RFC Process RFC via Remedy Step 1: Review all of the information provided Step 2: Note the information needed in the Short Description & Initial Description Step 3: Click “Next”
  • 31. The RFC Process RFC via Remedy Step 1: Click “Add” to attach additional information if needed Step 2: Click “Browse…” find desired document then click “OK”; Confirmation window will appear Step 3: Click “Submit” 3. 2. 1.
  • 32. The RFC Process RFC via Remedy Step 1: Note your successful submission of a RFC via Remedy 1.
  • 33. Resources Laura Byrd (703) 547-2049 Marketing Programs Manager Your Field Marketing Manager Business Connections Program Information: http://insidexo/sales/programs/referral.asp