Sizer – Distributor Quoting Tool Integration

Table of Contents

Overview of the integration

E2E deal registration process
BOM & Salesforce quote creation
Accessing quote in DQT once created using sizer

Overview

The Sizer – DQT integration enhancement is a continuous effort in improving the process with automations, system
enhancements for higher user experience. With this enhancement, the distributors can auto create quotes with the “Generate
Salesforce Quote” option enabled in sizer. Kindly refer below E2E process overview which includes Deal Registration Process,
How BOMs are created followed by auto quote creation using Sizer.

Benefits of creating quotes using sizer

• Removal of manual entry of quotes using DQT

• Chances of error due to incorrect SKUs selection is minimized

• Involves lesser turnaround time of quotes creation

Deal Registration Process

Nutanix partners register deals via Vartopia application that is configured with Nutanix’s instance of Salesforce.com. Upon
approval, the deal is assigned to the Nutanix Sales Rep who converts the deal into an opportunity. When the deal is converted
into an opportunity the information related to the “Reseller” and “Distributor” are also captured. Upon logging in to the DQT the
distributor will be able to see the opportunity and create the quotes.

RESELLER CHANNEL OPS SALES REP DISTRIBUTOR

Note: Reseller can create scenario in sizer and push that for quote creation. However, since reseller doesn’t have access to
distributor quoting tool, they can share the email notification they receive upon quote generation with the distributor for further
action.

Tel: 1 (855) 688-2649 | Fax: 1 (408) 916-4039 | Email: [email protected]

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Steps involved in deal registration process

1. To access the Deal Registration module login to https://my.nutanix.com launch Deal registration. Upon login, the deal
registration system will open in a tab of the browser

2. Click on Submit a New Registration. There are two tabs on the page “Opportunity” & “Customer”

Opportunity tab view & mandatory fields to be updated

o Enter the name of your opportunity (Fig.1)

o The CRM Opportunity ID field is available for your internal use. (Fig.2). If you put a value in this field it
will be available in the My Registrations Reporting Tool for inclusion in your Deal Registration Reports.
This feature can be used to correlate data between the Deal Registration and your CRM System.
o Select Nutanix and Standard (Fig.3)
o Click Continue (Fig.4)

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Customer tab view & mandatory fields to be updated

Company & contact page & mandatory fields to be updated

You can either enter the Customer Info and or click “Search” (fig.1) which will display a list (fig.2) of all companies you
have done a previous registration for.

Complete Deal Registration Program Information

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The ‘Deal Details’ page will appear, please enter the information. You can click the to see a tool tip about the field

Tel: 1 (855) 688-2649 | Fax: 1 (408) 916-4039 | Email: [email protected]

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3. Once the deal registration is submitted an email notification is sent out to the submitter acknowledging the submission
and flows to Nutanix Partner Help queue for review

4. Nutanix partner help queue team member reviews registration & routes to internal sales team

Process of review includes

a) Check for existing deal reg for the end user by a different partner

b) Check for duplicate deal reg submitted by the partner

5. Nutanix sales team reviews the registration “Approves”/” Deny” based on the different circumstances

6. Once the Deal registration is “Approved”, it is also linked to the opportunity & end user account

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Sample of email Notification that gets triggered to Partners when deal reg is approved:

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BOM & Salesforce Quote generation

1. Click on Create New Scenario

2. Linking scenario to an opportunity or deal reg

Two features are enabled for the distributors

- Upload BoM to Salesforce from Sizer

- Generate Salesforce Quote from Sizer

In Salesforce, BoM and Quote are dependent on an opportunity, so to upload a BoM or to generate a Salesforce Quote, Sizer
needs to know which opportunity to use. A user can provide opportunity information on the scenario creation page. Any of the
following IDs/numbers is acceptable:

- 15- or 18-character Opportunity ID

- Deal registration approval ID

Opportunity & Deal registration approval ID can be found from DQT opportunity

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Tel: 1 (855) 688-2649 | Fax: 1 (408) 916-4039 | Email: [email protected]
©2018 Nutanix, Inc. All Rights Reserved.
Tel: 1 (855) 688-2649 | Fax: 1 (408) 916-4039 | Email: [email protected]
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3. Once the sizing is completed by adding the workloads, selecting & modifying financial assumptions, proceed with the
actions to generate BoM, Generate Budgetary Quote, Push BoM to Sales force, Generate Salesforce Quote

4. On the left panel/sidebar of Scenario detail page, there are actions (generate BoM, Generate Budgetary Quote, Push
BoM to Sales force, Generate Salesforce Quote) can be found

5. Clicking on “Push BoM to Salesforce” will launch a modal/pop-up. User can confirm the opportunity and push the
BoM to Salesforce. Successful upload will close the modal and display a message on the page

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6. Clicking on the “Generate Salesforce Quote” will launch a modal/pop-up. User can confirm the opportunity a
license/support options before generating the Salesforce Quote. Successful upload will close the modal and display a
message on the page

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7. The opportunity information can be modified (removed, updated) only by clicking on the “Edit Scenario” action

8. Email notifications, containing link to opportunity in case of BoM upload and link to quote in case of Quote, will be sent
to Users (Distributor, Opportunity Owner, Primary SE)

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Accessing quote in DQT once created

a) Once the user clicks on the auto email received confirming the quote is created, it takes the user directly to the quote
page. If the user wants to search the quote in DQT using the search options, it can be found following the below steps

b) Use the search option to locate the quote

c) Navigate to the quote by clicking on quote number

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d) Apply the discounts as applicable by clicking in Edit Lines, review & submit for approvals

e) Once the quote is Approved, the quote documents can be previewed and generated only up to 3 times.

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 f) Quote is marked as primary by Nutanix internal team,

g) Distributor submit the PO to NTNX for order processing

Please send email to [email protected] for any questions.

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