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© 2013 IBM Corporation
Agenda
How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
IBM Software WW Business Partners and Midmarket
© 2013 IBM Corporation3
AgendaHow Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
© 2013 IBM Corporation4 IBM ConfidentialApr 18, 2023
What is different between CMC and CMT?
Function CMT CMC Improvement -CMC over CMT
Access Via PartnerWorld Via PartnerWorld Single sign-on from PartnerWorld
Accepting T’s & C’s Done with each application
Business Partner accepts one time
Separate one-time step to accept the T’s & C’s and Incentive Offering
Submitting co-marketing applications
Term – ApplicationRequired CEID and Postal Code to submit.
Term – Marketing Activity Request (MAR)Requires one-time acceptance of Incentive Offering before first MAR.
CEID and Postal code no longer required to submit MAR.Ability to save drafts
Submitting claim documentation
Documentation mailed, emailed or faxed
Documentation attached to form
No more lost proof of performance and invoice documentationAbility to save drafts
Business Partner employee access to co-marketing applications and claims
Only application submitter could view application and submit claim unless administrative request to IBM
All Business Partner employees associated with CEID can view and edit applications and claims
More Business Partner flexibility in viewing/editing documents
© 2013 IBM Corporation5
New Terms in CMC
New Term Abbreviation Description
Co-Marketing Center CMC Co-marketing Tool
Create & Design C&D Repository of brand collateral available to BPs, Agencies and VADs to build campaign deliverables available on CMC
Marketing Activity Request
MAR Application
Marketing Activity Creator
MAC Person who submits the MAR (Business Partner, Agency, IBMer)
Incentive Offering IO Co-Funded Marketing Initiative with Terms & Conditions
© 2013 IBM Corporation6
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
© 2013 IBM Corporation
Guide Me Through Accessing the Co-Marketing CenterStep 1 – Log on to PartnerWorld - http://www.ibm.com/partnerworld
Step 2 – Select “Member sign in.”
© 2013 IBM Corporation
Guide Me Through Accessing the Co-Marketing Center
Step 3 – From PartnerWorld homepage, Select “Program” and then select “Co-marketing”
Step 4 – At bottom of the Co-marketing page under “Access,” select “Visit the IBM Co-Marketing Center “
© 2013 IBM Corporation9
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
© 2013 IBM Corporation10
CMC Homepage
Menu for signing up for the IncentiveOffering, accepting the Terms & Conditions and checking the status of an Incentive Offering
Language SelectionPrimary Menus
© 2013 IBM Corporation13
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
© 2013 IBM Corporation
Guide Me Through Accepting the Incentive Offering (IO)
Step 1 – From the Co-Marketing Center Home Page, select “Co-Marketing Funds,” then select “Incentive Offering.” Lastly, select “Sign up for Incentive Offering.”
Step 2 – Choose an Incentive Offering from the drop-down menu.
Step 3 – Next, select “Terms and Conditions” to review. Check the box indicating that you agree and select the “Submit” button.
Note: See next slide if you are not able to complete this task as described
© 2013 IBM Corporation
Common Scenarios Why You Can’t Accept Incentive Offering Scenario 1 – You have multiple PartnerWorld IDs and you are not using the PartnerWorld ID that is
associated with the CEID for the Incentive Offering you wish to accept. Please validate your id in PartnerWorld to ensure it is associated with the Incentive Offering CEID. Contact your co-marketing offering manager to validate the CEID.
Scenario 2 - You have not been invited to the co-marketing incentive offering. Contact your co-marketing offering manager to discuss eligibility.
Scenario 3 – You do not see an Incentive Offering in the drop-down menu because the Incentive Offering has already been accepted. To check if your Incentive Offering has already been accepted, from the Co-marketing Tool homepage, select “Co-marketing Funds,” then select “Incentive Offering,” then select “View Accepted Incentive Offerings.”
Guide Me Through Accepting the Incentive Offering (IO)
© 2013 IBM Corporation16
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
Help Resources
© 2013 IBM Corporation
Guide Me Through How To Submit a Marketing Activity Request
From the Co-Marketing Center Home Page, follow these steps.
Step 1 – Select “Co-Marketing Funds,” then select “Marketing Activity,” then select “Submit a Marketing Activity Request.”
© 2013 IBM Corporation
Guide Me Through How To Submit a Marketing Activity Request
Step 2 – Choose the Incentive Offering from drop-down Menu.
Step 4 – Enter Activity Name & Description.Step 5 – Click to Select IBM Brands.
Note:
Note:
Step 3 – Complete Contact Detail.
© 2013 IBM Corporation
Guide Me Through How To Submit a Marketing Activity Request
Step 6 – Enter target end-user client detail and revenue estimates.
cc
Step 7 – Enter Spending Category, Tactic Cost, Activity Start and End Dates, planned attendees if event
Note: Required field if Spending Category is an event
Step 8 – Edit the expense fields for your spending category or check the box just above if no planned expenses
Important Note!!
© 2013 IBM Corporation
Guide Me Through How To Submit a Marketing Activity Request
Note:
Step 9 – When Finished, Click Submit.
Note: MARs should be submitted 5 working days prior to the Activity Start Date
© 2013 IBM Corporation
Guide Me Through How To Submit a Marketing Activity Request
Review Event Certification Notification
One additional step when completing an EVENT Marketing Activity Request
© 2013 IBM Corporation22
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
CMC Help Resources
© 2013 IBM Corporation
Guide Me Through Submitting a Claim
STEP 1 – To submit a claim, from the Co-Marketing Home Page, select “Co-Marketing Funds,” then select “Claim Processing,” then select “Submit & Edit a Claim.”
STEP 2 – Choose the UCID you wish to claim against on the Select UCID drop-down menu.
From the Co-Marketing Center Home Page, follow these steps.
© 2013 IBM Corporation
Guide Me Through Submitting a Claim
Step 5 - Upload Proof of Performance/Invoices
Step 6 - Click “Submit” to submit claim
Step 3 – Review Spending Category details and make edits as needed
Step 4 - Select “Update” to save your changes
© 2013 IBM Corporation
STEP 1 – In lower right hand corner of the form, select Upload Documentation.
STEP 3 – When you have finished selecting documentation, select “Upload,” then select “Close.”
STEP 2 – A pop-up appears. Use the “Select” button to find your document and add it to the claim.
Guide Me Through Submitting a Claim
How to upload documentation
Note: A Smart Checklist is displayed with a list of required documentation.
Note: Most co-marketing initiatives require leads. Be sure to enter you leads in the Global Partner Portal as soon as possible to ensure there are no delays in the processing of your claim.
© 2013 IBM Corporation
Guide Me Through Submitting a Claim
Additional EVENT Claim Step – Complete event certification
© 2013 IBM Corporation27
Agenda How Does Co-Marketing Center (CMC) compare to the Co-marketing Tool (CMT)
Accessing CMC
Basic Navigation
Accepting the Incentive Offering
Submitting a Marketing Activity Request
Submitting a Claim
CMC Help Resources
© 2013 IBM Corporation
CMC Help Resources
Additional reference and education materials are available:
https://www.ibm.com/partnerworld/wps/servlet/ContentHandler/pw_com_cfm_edu
– CMC Overview– CMC Guide Me Throughs– Create & Design Education
To submit feedback or ask questions contact :– ibmcmc@us.ibm.com