Preference
Support
Investment
Partner Plus Connect - spiff guide
Version 1
October, 2014
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Spiff status flow
1) Spiff is created, it’s not visible to partner (Draft).
2) Spiff is checked as “Confirmed with partner” - becomes visible for partner in external
PPC.
• At this point, the spiff can’t be changed anymore.
3) Spiff goes automatically to “Live” status as soon as it reaches start date.
4) Spiff goes automatically to “Ended” status as soon as it reaches end date..
5) Action needed: Mark ended spiff as “Successful” or “Fail”.
• You will receive notification if any spiffs are pending your action.
6) Points will be rewarded to partner.
•
TBM will be notified when the points are added to partner’s account.
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1.1) Creating spiff
• Create a spiff for partner in section 2.2 in internal PPC
1) Select country & partner name, then select.
2) Click “Add New”.
• You can also see description of spiff statuses and monthly
payouts table.
3) Fill in all fields and submit.
• Generic SPIFF’s can be selected from the dropdowns. If you
do not want to select a generic SPIFF, choose ‘Other’
• At the bottom of the screen are shown all allocated spiffs –
enables to use maximum amount of points available.
• PPC will not allow to submit spiff with more points allocated
than is monthly points allowance.
4) Spiff will now be in “Draft” status.
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1.2) Creating spiff takeaways
• Spiff module uses Cisco fiscal periods (FM, FQ, FY)
for setting spiff points allocation.
• When spiff spans multiple fiscal months, points are
split evenly among these.
• Spiff can’t start in the past.
• When a draft spiff is created and not confirmed before start
date, it can’t be confirmed anymore. The start date needs to
be changed first.
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1.2) Editing spiff
• Edit a spiff for partner in section 2.2 in internal PPC.
• Click on the spiff name, edit screen will appear.
• All information can be changed.
• Spiff can be edited only in draft status.
• Submit when all changes are done.
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2) Confirm with partner
• All spiffs need to be confirmed with partner to go
live.
• Locate and check the confirmed box for desired
spiffs and hit “Submit” button at the bottom of
the screen.
• Spiffs will go live when they reach start date.
• Spiffs for which start date already passed can’t be marked
as confirmed and will not go live. Edit the start date of spiff.
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3 & 4) Spiff start and end,
cancelling spiff
• Changes in status happen automatically.
• After end date, the spiff can’t be cancelled
anymore.
• To cancel a spiff, check the box on the right side
and click submit.
• All allocated points for cancelled spiff are lost.
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5) Evaluate spiff
• When spiff ends, it needs to be evaluated as
successful or failed.
• Click on the spiff name.
• In the edit screen, select “Success” or “Fail” and
submit.
• Click Yes or No for the accelerators. Extra points will
be paid out if they were successful in one or both of
them
• If spiff succeeds, central team will pay out to the
partner’s wallet.
• If spiff fails, all allocated points will be lost.
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6) Payout
• The CR team will only paid out on SPIFFs marked
as successful.
• Payout is calculated monthly by CR team.
• Payout will be the fiscal month following completion
of “Success” info.
• An email will be sent to you confirming that the
points have been added to the Partners CR account.
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Spiff Reporting takeaways
• See complete report of partner spiffs in
section 2.3 in internal PPC
• Filter by country to see all partners’
spiffs from selected country
• FQ filter – relates to start date of spiff
• FQ filter – select “All” for complete
visibility of spiffs
• Select & Export for further manipulation
is Excel
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