Are you looking to maximize the effectiveness of your joint engagements? Look no further! Here is your step-by-step guide to ensuring successful 1:1 meetings and webcast claims. Learn how to coordinate attendance, schedule calls, and submit claims for valuable points, all while ensuring you have the right contacts at your customer’s organization. Take a look:
1:1 Meeting Claim:
- Coordinate the Microsoft/Intel Rep attendance – if you need to arrange, submit a request via the 1:1 Rep Inquiry Form (LINK)
- Add the Microsoft/Intel Rep to the call agenda
- Ensure the call is with the appropriate contact at your customer’s organization (all Joint Engagement awards – webcasts and 1:1 meetings – are contact specific)
- NOTE: Reps can submit claims for 1 contact per purchasing department. (i.e. If you submit your first claim with Jane Bell, at The Source, you are eligible for 2 more claims with this customer (a total of 3 per half). If you submit a subsequent claim with Veronique Cho at The Source, this would be denied, unless there is a manager’s confirmation of Multiple Purchasing Departments for The Source.
- Schedule the call within the program period dates (August 1 – October 31).
- After the call has taken place, create a claim on Triple Blitz (link site/form), outlining the following: date, customer name + account, MS/Intel rep on the call, topic discussed.
- SUBMIT!
- Once submitted, the Microsoft/Intel Representative will validate the claim
- When this validation is received, your claim is approved and points are awarded
Webcast claim:
- Select the on-demand webcast you would like to invite your customer to participate in, from the current half Webcast Offerings. *Webcasts from previous halves are not eligible for points but remain available in the library to share.
- Watch the webcast in full.
- To invite your customer:
- Send an invitation via the generative invite form, after viewing the webcast yourself
- OR, click the ‘Download PDF Invitation’ button on the webcast page to generate a trackable PDF invitation.
- Ensure you have the most appropriate contact at your customer’s organization (all Joint Engagement awards – webcasts and 1:1 meetings – are contact specific)
- NOTE: Reps can submit claims for 1 contact per purchasing department. (i.e. If you submit your first claim with Jane Bell at The Source, you are eligible for 2 more claims with this customer (a total of 3 per half). If you submit a subsequent claim with Veronique Cho at The Source, this would be denied, unless there is a manager’s confirmation of Multiple Purchasing Departments for The Source.
- Once your customer has accepted the invitation + viewed the webcast in full, your claim will be approved.
- All Rep partners of webcast claims must view the webcast in full to receive points for the customer participation/views.