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TSystemsWorkshopForSales

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by

Hugo Marquez

on 8 May 2018

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Transcript of TSystemsWorkshopForSales

CMG Workflow
Account Creation
via Sales Force
For new customer
Different business models exist
(HQ/LBU variant)
Proper Account details!
Activation of the Account
(set the first Opportunity to 100%)
Who has won the
Tour de France in 2012?
Purpose of the Workshop
CMG in the "Big Picture"
Introduction
Expectations

Welcome
Account Creation
Credit Check
NDA, MOU, LOI
MSA
Cancellation
Amendments
Signature
Sales Force
Credit Check
via Sales Force
How?
NDA, MOU, LOI
Master Service Agreement
for ICSS services
Purpose
Latest Updates
Structure
New Downloader Tool
Sales Force
Communication Channel between us,
in order to reduce mail traffic
Difficulties with the Upload
(Pop up Blocker, Special character)
Signature – Contra-signature
Amendments
Purpose To modify existing signed Agreements
Sample available on the server
Structure
Additional approvals should be uploaded in SF
Normal approval process, Opportunity ID and Digital stamp is needed
Cancellation
Please note the followings:
Carrier Name + Order-ID(s)
Reason
Requested date for termination of service

CCMB will check, calculate and will provide you all the necessary information and the date for which the cancellation can be accepted.
Via Opportunity or via Account
When?
Always
How long valid?
6 month
Result?
10 days
Outcome?
Shorter payment terms...or
Security Deposit?
Via the Order Form
NDA
If standard from the server, scan- copy is enough:
ICSS.Contractmanagement@telekom.de
MOU
Normal approval process
LOI
Normal approval process
Upload without
Opportunity under the Account
Upload under the opportunity or account
Customer reviewed Documents
Additional Documents
Executions only with the Digital Stamp!
CMG Checked email confirmation
HQ
2 hardcopies to Bonn
Customer will receive one back (please check the address!)
LBU
Don’t forget to send a scan copy to:
ICSS.Contractmanagement@telekom.de
Let’s do it! :-)

http://www.salesforce.com/de/?ir=1

Q&A?
Full transcript