Deal Registration System

REGISTRATION PROCESS

Deal Registration Workflow

DEAL REGISTRATION PROCESS

REGISTRATION REQUIREMENTS:
☐ Customer name and contact
☐ Opportunity description
☐ Estimated deal size
☐ Expected close date
☐ Competition (if known)
☐ Partner contact

APPROVAL WORKFLOW:
1. Partner submits registration
2. Auto-notification to channel team
3. Conflict check (24-hour SLA)
4. Approval/rejection/clarification
5. Partner notification
6. CRM update

APPROVAL CRITERIA:
☐ Partner is eligible (certified)
☐ No existing registration
☐ No direct engagement active
☐ Opportunity is valid
☐ Timeline is reasonable

STATUS OPTIONS:
☐ Submitted → Under review
☐ Approved → Active
☐ Rejected → With reason
☐ Expired → Past date
☐ Won/Lost → Closed

Registration Timeline

Stage	SLA	Owner	Action
Submission	Instant	Partner	Auto-ack
Review	24 hrs	Channel	Conflict check
Decision	48 hrs	Channel	Approve/reject
Notification	Instant	System	Partner alert

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REGISTRATION BENEFITS

Deal Reg Value Proposition

DEAL REGISTRATION BENEFITS

MARGIN PROTECTION:
☐ +5% additional discount
☐ Price protection vs. direct
☐ Competitive lockout

SUPPORT BENEFITS:
☐ Priority SE support
☐ Executive engagement
☐ POC resources
☐ Proposal support

MARKETING SUPPORT:
☐ Co-branded materials
☐ Reference customers
☐ Case study support
☐ Joint PR consideration

RELATIONSHIP:
☐ Opportunity visibility
☐ Joint planning
☐ Strategic account support
☐ Renewal protection

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RULES AND GOVERNANCE

Deal Registration Policies

DEAL REGISTRATION RULES

ELIGIBILITY:
☐ Partner in good standing
☐ Sales certified
☐ No outstanding issues

REGISTRATION RULES:
☐ First valid registration wins
☐ 90-day initial registration
☐ 90-day extension available
☐ Max 2 extensions
☐ Active engagement required

CONFLICT RESOLUTION:
If duplicate registration:
☐ First registration priority
☐ Established relationship review
☐ Activity comparison
☐ Management decision

EXPIRATION:
☐ 30-day warning notification
☐ Extension request option
☐ Re-registration if expired
☐ Activity requirement for extension

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