Deal registration process for Partner Identified Opportunity
Deal Registration Form
(a) speak with the partner representative, explain to him/her that Safe Security is already aware of the opportunity, and request the partner to continue engaging with the customer on the opportunity
(b) send an email to the partner representative with the same message as above
(c) then reject the opportunity in SFDC. Upon rejection, an automated message to the same effect will also go to the partner
Rules of Engagement
- An accepted deal registration for a PIO is only a confirmation of Safe Security’ acknowledgment that the specific opportunity has been “Identified” by the partner.
- By no means does it indicate or affirm - implicitly or explicitly - that Safe Security offers a commitment to the partner that the opportunity has been “locked” with the partner.
- Safe Security confirms that - provided the partner stays fully engaged in the opportunity and facilitates the necessary customer engagement for Safe Security (meetings with all relevant stakeholders during the buying cycle) - the partner will be offered all the required support from Safe Security (including preferential pricing) to enable them to win the opportunity.
- The End Customer's decision / choice of partner will be deemed as final.