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2019 AEP GUIDE AEP GUIDE COMMUNICATIONS GUIDE AEP eOne Renewal

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Page 1: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock

2 0 1 9

AE

P G

UID

E

AE

P G

UID

E

C O M M U N I C A T I O N S G U I D E

AEPeOne Renewal

Page 2: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock

P. 2 A E P G U I D E

Eone Solutions

AEP GuideEverything you need to know about eOne’s Annual Enhancement Plan.

2 0 1 9

Important Dates to Keep in Mind

April 1, 2019

Q3 Price list is published

May 1, 2019

AEP monthly reports willshow July renewals basedon the Q3 price lists

July 1, 2019

Online ordering willbe live for the Q3 Pricing + Offers

Page 3: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock

P. 3A E P G U I D E

ContentsT A B L E O F

Introduction to AEPP. 05

Definition of AEPP. 06

2019 Pricing ChangesP. 07

New AEP BenefitP. 08

AEP CalculationP. 08

Renewal NotificationsP. 09

New Prices Reflected on AEP ReportP. 10eonesolutions.com

Partner Resources

eOne Solutions4170 41st Ave S, Suite 101Fargo, ND 58104

+1 888 319-3663

How to Place a Renewal Order

Extender, Flexicoder, Node Builder, SmartPost

Existing SmartList Builder & SmartView Customers

Existing SmartConnect Customers

P. 11

eOne Solutions

Existing Customer AEP Scenarios & OffersP. 12 - 17

Important DatesP. 02

Appendix AP. 18

P. 12 - 13P. 14 - 15P. 16 - 17

HelpNeed some AEP help or

have other questions?

Email [email protected]

Page 4: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock
Page 5: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock

P. 5A E P G U I D E

Introductionto AEP

Since 2001, eOne Solutions has provided superior products and services to help

customers customize, integrate, automate and report on their ERP and CRM Data.

When a customer purchases an eOne product via the perpetual license model, they

are required to pay eOne’s AEP (annual enhancement plan) fee.

E O N E S O L U T I O N S + C O M M U N I C A T I O N S

eOne Solutions

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P. 6

Definition ofAEP

e O n e

01

eOne’s AEP is a required yearly fee for customers utilizing

eOne products under the perpetual license model.

Regular Hotfixes Service PacksIf an urgent need arises to fix an issue affecting a large majority of customers, eOne releases a hotfix as soon as possible.

If there’s a need to release new functionality and multiple fixes on product release, eOne will address those together and issue a service pack at an appropriate time.

1 2

Functional Releases Support Incidents3 4

eOne Solutions

Support & Services The ability to work with eOne’ssupport and services team.

5

Two support incidents per year (for renewals after July 1, 2019).

AEP benefits include:

Routinely scheduled product releas-es which provide new features and address any known issues.

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P. 7A E P G U I D E

eOne Solutions

Support Incidents2019 Pricing Changes

e O n e

Since the individual releases of each eOne product, we’ve added new

features while refusing to raise AEP prices. In Q3 2019, we are moving

to a standard AEP price of 20% of the current perpetual license price of

each individual product and adding another AEP benefit.

02

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P. 8 A E P G U I D E

eOne Solutions

Smartlist Builder Customer Renewal (in USD)

July 1st = $341.25 (LP of $1950 * 17.5%)

July 1st = $510 (LP of $2550 * 20%)AFTER

BEFORE

New AEP Benefite O n e

03Each renewal paid after July 1, 2019 will receive two free

support incidents in addition to all the benefits they’ve

received in the past (see Definition of AEP above).

AEP Calculatione O n e

04AEP is calculated at 20% of the current retail perpetual license

price as of July 1st, 2019.

If a customer chooses to renew in advance of the pricing

changes (in effect July 1, 2019), the AEP amount due is based on

eOne’s 2019 Price List.

E X A M P L E

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P. 9A E P G U I D E

eOne Solutions

RenewalNotificationsvia a MonthlyReport

e O n e

05

The partner-defined billing contact will receive a monthly

AEP report, which provides renewal details including:

• Customer renewals due in 120, 90, 60, and 30 days

• Customer renewals expired or past due

• Amount due per product per customer

• Partner margin earned

S e e a s a m p l e r e p o r t i n A p p e n d i x A , p a g e 1 8

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P. 10 A E P G U I D E

eOne Solutions

New Prices Reflected on AEP Report

e O n e

In May 2019, the AEP

report will reflect renewal

amounts based on two

price lists:

Please note that partners can submit

renewals earlier than July 1, 2019 even if

they are due after that date.

Q2 Price ListFor customer renewals due prior to July 1, 2019.View the price list

*

Q3 Price ListFor customer renewals due after July 1, 2019.View the price list

*

06

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P. 11A E P G U I D E

eOne Solutions

Login to our Website

www.eonesolutions.com

Need your login credentials?

Email [email protected]

1

Pay the customer’s renewal online with a credit card.

2

We’ve made it easy!

How to Place aRenewal Order

e O n e

07

Step by step renewal directions

3

View the directions

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P. 12 A E P G U I D E

eOne Solutions

Existing CustomerAEP Scenarios & Offers

e O n e08

For Existing Extender, Flexicoder, Node

Builder and SmartPost Customers

Option 1P E R P E T U A L L I C E N S E

If the customer is currently on the perpetual license model, they have two options:

Pay before July 1st to have AEP

calculated on 17.5% of perpetual price

Receive Traditional AEP Benefits

Option 2P E R P E T U A L L I C E N S E

Pay after July 1st to have AEP

calculated on 20% of perpetual price

Receive Traditional AEP Benefits + 2

free support incidents for the year.

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P. 13A E P G U I D E

eOne Solutions

Option 1M O N T H L Y S A A S

If the customer is currently on monthly SAAS, they have one option:

Move to new monthly price on July 1,

2019. See price list here.

Receive Traditional AEP Benefits + 2

free support incidents for the year.

• Quick Conversation Guide

• Infographics of top features added (available for Extender)

• Sample email template to notify end customers of pricing changes & options

ResourcesResources to help your discussions with customers:

Page 14: eOne Renewal AEP - eOne Solutions · o Quick Conversation Guide o Infographics of top features added over the years SmartList Builder SmartView o How to see a Popdock demo o Popdock

P. 14 A E P G U I D E

eOne Solutions

Existing CustomerAEP Scenarios & Offers

e O n e09

For Existing SmartList Builder &

SmartView Customers

Option 1P E R P E T U A L L I C E N S E

If the customer is currently on the perpetual license model, they have two options and one offer:

Pay prior to July 1st, 2019 to pay

at the Q2 2019 price list rate

Receive Traditional AEP Benefits + 2

free support incidents for the year.

Option 2P E R P E T U A L L I C E N S E

Pay after July 1st, 2019 to pay

at the Q3 2019 price list rate

Receive Traditional AEP Benefits + 2

free support incidents for the year.

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P. 15A E P G U I D E

eOne Solutions

Option 1M O N T H L Y S A A S

If the customer is currently on monthly SAAS, they have one option & one special offer:

Move to new monthly price as

of July 1, 2019 to continue on

the SAAS model.

• Quick Conversation Guide

• Infographic of top features added to SmartList Builder & SmartView

• Sign up to see a Popdock in action

• Popdock product card

• Sample email template to notify end customers of pricing changes & options

ResourcesResources to help your discussions with customers:

OfferP E R P E T U A L L I C E N S E

Receive 40% off the purchase of Popdock.com

Offer valid through 6/30/2020 | Discount valid for two years from purchase date

OfferM O N T H L Y S A A S

Receive 40% off the purchase of Popdock.com

Offer valid through 6/30/2020

Discount valid for two years from purchase date

Receive Traditional AEP Benefits + 2

free support incidents for the year.

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P. 16 A E P G U I D E

eOne Solutions

Existing CustomerAEP Scenarios& Offers

e O n e10

Existing SmartConnect Customers

Option 1P E R P E T U A L L I C E N S E

If the customer is currently on the perpetual license model, they have two options:

Make no changes. Stay with

SmartConnect on premise and pay

annual enhancement as per normal

($1,400 annually).

Option 2P E R P E T U A L L I C E N S E

Purchase the Standard, Professional

or Premium subscription level at a

40% discount.

Cont. next page

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P. 17A E P G U I D E

eOne Solutions

Option 1M O N T H L Y S A A S

If the customer is currently on monthly SAAS, they have one option:

Be grandfathered into the

SmartConnect Standard Subscription

and given a discount of 20% of the

regular price for 2 years.

ResourcesResources to help your discussions with customers:

• Quick Conversation Guide

• Infographic of top features added

• Sample email template to notify end users of pricing changes

2 continuedP E R P E T U A L L I C E N S E

The discount price is valid for 2 years and

then reverts to current subscription

price at that time.

These subscriptions:

The new monthly price will be $400 per

month from July 1st, 2019 through June 30,

2021 – and then revert to regular price.

• Continue to have unlimited connectors

for SmartConnect on premise

• Receive all the benefits/limitations

of their Subscription package for

SmartConnect.com (e.g. Unlimited

support if selected)

• Requires a 2 year commitment

• AEP no longer required when moving

to a subscription plan

• Continue to have unlimited connectors

for SmartConnect on premise

• Receive all the benefits/limitations of their

Subscription package for SmartConnect.com

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P. 18 A E P G U I D E

eOne Solutions

Renewal notification sample report

Resources for Existing SmartConnect Customers

o Quick Conversation Guide

o Infographic of top features added over the years

o Sample email template to notify end users of pricing changes

Resources for Existing SmartList Builder & SmartView Customers

o Quick Conversation Guide

o Infographics of top features added over the years

SmartList Builder

SmartView

o How to see a Popdock demo

o Popdock product card

o Sample email template to notify end customers of pricing changes & options

Resources for Existing Extender, Flexicoder, Node Builder and SmartPost Customers

o Quick Conversation Guide

o Infographic of top features added over the years (Extender)

o Sample email template to notify end customers of pricing changes & options

E O N E S O L U T I O N S + C O M M U N I C A T I O N S

Appendix A

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P. 19A E P G U I D E

eOne Solutions

e o n e s o l u t i o n s . c o m

s a l e s @ e o n e s o l u t i o n s . c o m