Click the green button from the app pick list (upper right corner) “New Visit”
4. 5.
Location (Raleigh Data Center Group) Visit type (PoC or PoT or Dynamic Demo) and click Go
2016 Lenovo Internal. All rights reserved.
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Step 6: Requester Info • Requester Details – Name of the Lenovo Rep or Business Partner
• Briefing Details – Visit Name: – Total number of Attendees: – Mode of Transport – Arrival Date - This may be grayed out..select the first accessible date – Arrival Time – Departure Date – Departure Time 2016 Lenovo Internal. All rights reserved.
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Step 7: Strategy STRATEGY • Reason for your visit – Reason which will identify the resources needed
• Measure of Success – Call out focus items for SMEs
• Topics and People Needed – Any known resources by name
• What else do we need to know? – Configuration high level description
• Agenda Topics – Select any that apply
2016 Lenovo Internal. All rights reserved.
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Step 8: Company Company Information • Company Name – Use the end client or BP name if BP is the requester
• Business Unit – use the pull down for the right choice
• Website – Client website
• Segment – Which market segment fits the client
• Objective for this company – If known ... call out the pain point/s which initiated this request
2016 Lenovo Internal. All rights reserved.
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Step 9: Company, Opp. Info Company Reference Opportunity • Account / Company – Use the pull down to bring the name you previously entered
• Opportunity Name – Use the SalesForce Opportunity name
• Close Date, Amount and Stage – Select a date – A valid amount ** Note you must justify a ($0) zero amount in the “Objectives” field – Stage for the opportunity e.g., Proposed Low
• Main Competitors – Name
• Objective for this Opportunity – Qualify any additional information we can use e.g. showcase Hyperconverged -- **justification 2016 Lenovo Internal. All rights reserved.
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Step 10: Attendee Attendee • Account • Name/s> – This can be the Business Partner Name and/or a Client Name – Add at least one Lenovo Employee from the Innovation Center who will provide engineering support for this project – Add at least one Client Name and Email address who can respond to a survey request
• Attendee Type – For each name selected, select the correct Attendee Type to match the person Please note that there will be a Pre and Post engagement survey to help us constantly improve. We welcome your honest feedback!
** THIS COMPLETES THE ENGAGEMENT REQUEST ** 2016 Lenovo Internal. All rights reserved.
