GPP TRAININGGPP TRAINING

Janet BlubaughJanet Blubaugh

Getting into GPPGetting into GPP

**please load **please load Mozilla FirefoxMozilla Firefox onto your onto your computers. GPP is a slower app, with a lot computers. GPP is a slower app, with a lot of pop up applications, and it seems to run of pop up applications, and it seems to run faster in Mozillafaster in Mozilla

Title SCREENTitle SCREEN

Opportunity List ScreenOpportunity List Screen

New Opportunity ScreenNew Opportunity Screen

Customer Account ListCustomer Account List

Create New Record AppletCreate New Record Applet

Pick Country AppletPick Country Applet

Completed Address AppletCompleted Address Applet

Choose Newly Created Choose Newly Created RecordRecord

Click “ok” after selecting the highlighted record

Fill in Project DescriptionFill in Project Description

Choose Sales StageChoose Sales Stage

Should be entered Should be entered as a category 4as a category 4

Entering Revenue, productEntering Revenue, product

Hit “New” to open the new

applet and enter the information

Detailed Revenue ScreenDetailed Revenue Screen

Defaults to 90 days

Select Appropriate Business UnitSelect Appropriate Business Unit

Click ok after making selection

Choose Appropriate Product LineChoose Appropriate Product Line

Select ProbabilitySelect Probability

Set this to 25%, this is fluid and will change as the oppty evolves

Choose Quantity of MAIN Choose Quantity of MAIN prod.prod.

Enter the # of MAIN product being purchased, HS21, 3850s,

3950s (etc)

Choose $ Amount Per UnitChoose $ Amount Per Unit

Applet will auto totalApplet will auto total

Pick the “Flow Code” Pick the “Flow Code”

It will be purchase of install/hardware

PICK THE HARDWARE PLATFORMPICK THE HARDWARE PLATFORM

Save The RecordSave The Record

Save Again to Populate GPPSave Again to Populate GPP

Populate the OTHER Rev Populate the OTHER Rev lineline

Save OpportunitySave Opportunity

Query the oppty in GPPQuery the oppty in GPP

Using The Query FunctionUsing The Query Function

Pick Result of SearchPick Result of Search

Open Into Tabbed RecordOpen Into Tabbed Record

The newly created record will open into a record with tabs

The Attachments TabThe Attachments Tab

This is where you can attach any supporting documentation for the oppty, competitor quotes, CDW quotes, notes from conf calls, etc.

Attaching DocsAttaching Docs

Attach, con’dAttach, con’d

Click “browse”

Save the AttachmentSave the Attachment

Select “Release”Select “Release”

This allows the IBM team to see the documentation submitted

The Contacts TabThe Contacts Tab

Contact Record CreationContact Record Creation

Add ContactsAdd Contacts

Contact Input ScreenContact Input Screen

Input enduser decision makers, CDW reps, etc, then click “save”

The Notes SectionThe Notes Section

You can select where the notes were sourced from

Create notes for opptyCreate notes for oppty

Save and View RecordSave and View Record

This is your confirmation that the attachment is created

View Record SavedView Record Saved

The Activities TabThe Activities Tab

Click “New” when you want to create an activity. Activities can include conference calls, budget calls, credit approvals/issues, notes about the customer requesting financing

The SchedulerThe Scheduler

You can schedule a date and time to have the call.

Outbound Call SelectionOutbound Call Selection

You can assign duties to persons associated with the opportunity, I’ve selected Kevin, to perform the conference call

Add Notes, PriorityAdd Notes, Priority

You can input what you will be talking about on

the call and assign priority of the call, to

better stage scheduling with the AMs

Input NotesInput Notes

You can add more notes as the oppty progresses and more information is shared. Be sure to save this when done.

You’re Done, for nowYou’re Done, for now You can update the notes section, You can update the notes section,

whenever there is a new development, whenever there is a new development, or if the oppty closes. If the quantity or if the oppty closes. If the quantity changes, you can update that and changes, you can update that and update the revenue accordingly.update the revenue accordingly.

If they decide to switch out parts, you If they decide to switch out parts, you can change that as wellcan change that as well

ALWAYS ALWAYS save stuff as you change it, save stuff as you change it, to assure that the record stays to assure that the record stays current.current.