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CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

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Page 1: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

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CRM On Demand Partner ProgramSign Up Steps

Page 2: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

Oracle CRM On Demand Partner Program - Key Components

• OPN Members who wish to go to market and be approved resellers and/or implementation partners for Oracle CRM On Demand must undertake the program requirements

• Highlights – the Program offers:

• Reseller Agreement / Distribution Agreement

• Sales Champion – Web courseware and assessment test to become an Oracle CRM On Demand sales expert

• Developer Champion – Web courseware and assessment test to become an Oracle CRM On Demand developer expert

• Professional Consultant – Courseware to become an OU certified CRM OD implementation consultant

• Demonstration, Developer and 30 Day Trial Login Accounts

Page 3: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

Oracle CRM On Demand Partner Program - Sign-Up Steps

How to become a CRM OD Partner – 7 Steps

1. OPN Member in good standing

- Partner needs to be a current (paid up) OPN Member

2. Join Siebel PFA (Product Focus Area)

- Partner applies to join the Siebel PFA

Partner goes to this link to fill out the landing pad questions ... http://www.oracle.com/partners/home/pf/global/siebel/unauth/index.html

When request is processed and accepted, Partner will see the Siebel link under the Product Focus Heading in 'My Company Initiatives area of OPN

This request takes up to 5 days

Page 4: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

3. Join CRM OD GTMi (Go To Market initiative)

- Partner sends email to OPN IC with the subject line "Request to Participate in the Siebel CRM On Demand GTMi“

Email address for OPN IC is [email protected] . Include Partner Company Name and OPN 12 Digit PIN in the email

This request can take up to 5 days (even better to combine this with item 2 before)

- OPN IC sends email to Partner with link to GTMi dashboard and specifies additional steps to request a development account

- Once Partner is accepted into the CRM On Demand GTMi, they will get access to the Global and the APAC specific CRM OD Dash Board

Global -http://www.oracle.com/partners/home/bi/global/siebel-crm/auth/index.html APAC -http://www.oracle.com/partners/home/bi/apac/english/siebel-crm/index.html

Oracle CRM On Demand Partner Program - Sign-Up Steps

Page 5: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

4. Distribution Agreement (DA)

- DA is a Distribution Agreement or other term could be a 'Reseller Agreement'. As CRM OD is an applications resell product, the terms and conditions for reselling CRM OD as a SaaS offering are not covered by a standard Apps FUDA (Full Use Distribution Agreement) or by an Apps FUDA Addendum. So, CRM OD has its own DA/Reseller Agreement/Addendum

- A CRM OD DA is an important milestone for Partners who are approved members of the CRM OD GTMi (i.e. approved members of the OPN program for CRM OD). A DA allows us to transact business with that Partner with constant flow - that is, we do not need to seek One-Off Approvals each time the Partner wishes to transact. Credit checks, Code Of Conduct checks are all pre-approved as part of signing the Partner up to the DA.

- Until a Partner signs a DA, they are restricted with their demonstration capabilities and are unable to obtain a CRM OD Demonstration Login

Oracle CRM On Demand Partner Program - Sign-Up Steps

Page 6: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

4. Distribution Agreement (DA)

- Partner must either be a CP Partner or be put through the Accelerator Program to accelerate them from P status to CP status. CSMs (or PDM if CSM not available) need to work with the Partner to put up the LJE Approval. This will also require a Business Plan from the Partner indicating how they will go to market around CRM OD, lead generation activities and events, their staffing/resources levels to successfully sell and implement CRM OD, training/certification for CRM OD etc. The LJE Approval must go up to the Country Channel Apps GM for review before undergoing higher level approvals from A&C (Darren and Bronwyn)

- Once approved, CSM need to request

Via OPN IC, a Code of Conduct Check on the Partner

Via County Credit Check, a Credit Check on the Partner

- CSMs then apply to the Country Contracts Department for CRM OD Distribution Agreement to be drafted (with details of Code of Conduct check, Credit Check, LJE Approval and Business Plan)

- CSM sends to Partner to get executed

Oracle CRM On Demand Partner Program - Sign-Up Steps

Page 7: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

5. Oracle Developer Champion

- If Partner wants to have access to the hosted Development area of CRM On Demand, they will need to obtain a Developer Account

- At least one individual from Partner must undertake the on-line guided learning path and sit the assessment exam

Guided learning path is at http://www.oracle.com/partners/education/roadmaps/global/developer/siebel-crm-on-demand-developer.html

- Upon 80% pass on the assessment exam, Partner can apply for a Development Account. Apply for a Development Account at http://www.oracle.com/partners/home/bi/global/siebel-crm/auth/siebelcrm-ondemand-development.html

Partner also need to agree to the terms and conditions of the CRM On Demand Development Addendum sent to them after passing the Assessment Test

- Partner may also access the Oracle Developer Forum at http://www.oracle.com/partners/develop/build/global/siebel-crm.html

Oracle CRM On Demand Partner Program - Sign-Up Steps

Page 8: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

6. Oracle Sales Champion

- Demonstration account access allows Partner to demonstrate CRM On Demand

- Partners who have already signed a CRM On Demand Distribution Agreement or have been approved for a CRM On Demand Development Account can apply for a Demonstration Account

- Otherwise, at least one individual from Partner must undertake the on-line guided learning path and sit the assessment exam

Guided learning path is at http://www.oracle.com/partners/education/roadmaps/global/sales/siebel-crm-ondemand.html

Upon 80% pass on the assessment exam, Partner can apply for a Demonstration Account. Apply at http://www.oracle.com/partners/home/bi/global/siebel-crm/auth/siebelcrm-ondemand-demonstration.html

Oracle CRM On Demand Partner Program - Sign-Up Steps

Page 9: CRM On Demand Partner Program Sign Up Steps. Oracle CRM On Demand Partner Program - Key Components OPN Members who wish to go to market and be approved

7. Oracle Certified Professional

- Partner staff may wish to become certified implementation professionals for CRM On Demand

- Courses are offered by Oracle University and Partners obtain a 25% discount

- Courses cover Administration Essentials, Implementation Workshop and Advanced Analytics

- Guided learning path can be found at http://www.oracle.com/partners/education/roadmaps/global/implementation/impl-siebel-crm-ondemand-admin-cert-prof.html

Oracle CRM On Demand Partner Program - Sign-Up Steps