Registering Deals with Vendors

Have a deal you need to get in-front of your vendor? Submitting a deal registration to Vendors with Channel Program couldn’t be easier.

In this guide:

• Prepare your details
• Step 1 – Product/Service Information
• Step 2 – Deal Details
• Step 3 – Company Information
• Step 4 – Additional Information

Prepare Your Details

Before you get started, you’ll be asked to provide the following detail:

• Deal Name – need a name that is informative and short
• Vendor – which vendor do you want to register the deal with?
• Product – which product is the deal applicable to?
• Quantity or Scope – briefly detail the scope of the deal. This could be the overall volume, size, or scale of the deal.
• Expected Deal Size – the expected monetary value of the deal?
• Deal details – need to describe the deal.
• Key Stakeholders – name and email addresses of those who are familiar with the deal.
• Company Address – the main mailing address for your company.
• Files – files that you need to share with the vendor.

Don’t worry, if you don’t have all the detail available at the time you have started the submission, you can always save the request as draft along the way. Allowing you to gather and review the details before submitting the deal.

Step 1 – Product/Service Information

Deal Registrations are associated with a provider, either a Vendor or a Distributor. Your first step is to select the provider and provide some basic details about the deal.

1. In the side navigation, click NaviStack.
2. Select Deal Registrations.
3. Click New Deal Request.
4. In the Deal Name field, enter a name for your deal.
5. In the Vendor field, search for and select the desired provider.
6. In the Product/Service Name field, search for and select the desired product.
7. In the Quantity or Scope, enter in the appropriate details.
8. Optionally, in the Notes and Special Requirements field enter in some additional information that will help with the submission.
9. Click Next.

Step 2 – Deal Details

Now you’re going to provide more in-depth detail about the deal you’re requesting.

1. In the Expected Deal Size field, enter the expected monetary value for the deal.
2. In the Description of Opportunity field, as much description as possible about your deal request. Leave no stone unturned.
3. In the Stakeholder Name field, enter the first and last name of the stakeholder.
4. In the Stakeholder Email field, enter in the stakeholders’ email address.
5. Optionally, click the plus icon to add an additional stakeholder.
6. Repeat steps 3, 4 and 5 for each stakeholder to be added.
7. Click Next.

Step 3 – Company Information

We will pull your company name, street address, your name, and your email address. You can update any of the default detail, except for the company name.

1. If unset, in the Company Address field, enter in the company’s street address.
2. Optionally, change the name of the Account Manager.
3. Select the preferred method of contact.
4. Optionally, update the account managers email address.
5. If you’ve selected Phone as the preferred method of contact, enter in the number the vendor can reach the account manager at.
6. Click Next.

Step 4 – Additional Information

Attaching documents with additional detail about the deal is a great way to ensure that you’ve provided all necessary detail to the provider.

1. Click browse from your device to select documents from your device.
2. Optionally, you can change the display name of the file by clicking the pencil icon next to the file name.
3. To remove a document you uploaded, click the trashcan icon next to the file.
4. If you’re satisfied with the detail provided. Click Save and Send. Otherwise, click Save as Draft.