How to Complete a Deal using Deal Analyzer in CRM

Overview:

This article outlines the procedures for finalizing a deal in CRM (for any non-XVS subscription quote).

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. From CRM’s left navigation menu, click Quotes under the Sales section.

   • Alternatively, simply access in Xvantage for Associates > Finance > Deal Analyzer.

6. Find the correct quote and click the quote ID.

7. Within the summary tab, click the globe icon next to Deal Link (as shown below).

   • IMPORTANT: Contract start and end dates frequently get updated after a quote was created. All date changes need to be managed in Deal Analyzer. Please confirm the contract start date by navigating to the base data tab, and if the start date has changed from what was entered during deal creation, please update the field accordingly.

   • This is for all associates who placed MYD (Multi-Year Deal) orders: The step mentioned above is now required as part of the post-approval process to help maintain accuracy and compliance.

8. Once landed on the Deal Analyzer page, navigate to the Post Approval tab.

9. Confirm that the deal is accepted by all parties by selecting yes. Provide any necessary post approval remarks.

10. Add the order details in the Invoice/Purchase Order section of Deal Analyzer (DA), including:

    • SO/Invoice Number

    • SO/Invoice Date

    • SO/Invoice Amount

    • Reseller PO Number

    • PO Number to Vendor

    • Any additional Comments

      • Note: Every deal must have an SO/invoice number for each billing. For example, if it is a 3-year annual deal, there should be three sales orders, one for each year. If it is 1 year monthly, there should be an update made for each month. If a sales order is not found at the anniversary date, the deal will show in the Aging Report.

11. Add supporting documents by clicking on Choose Files. These may include the Customer PO, Vendor PO, SO, signed legal documents, and others. Once uploaded click Save.

12. You will see this message confirming that the deal is accepted and the order has been placed.