Overview:
When resellers work with AWS through Ingram Micro Cloud, they can manage AWS opportunities directly within CRM. This centralized process provides a single location to review, accept, create, and track AWS opportunities.
This article explains how to:
Accept an inbound AWS opportunity invitation
Create an outbound AWS opportunity
Track the status of AWS opportunities throughout the sales cycle
Process:
Accepting an Inbound AWS Opportunity Invitation
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
In X4A, expand the left navigation menu and select Sales.
From the Sales submenu, select CRM.
In the CRM Sales profile
, select Opportunity Invitations from the left navigation pane.Use the available filters to narrow your search results if needed.
Locate the pending invitation and open it to view the Vendor Opportunity Details.
Add the required reseller information.
Review the opportunity details and select Accept.
Use the AWS ACE Opportunity dropdown list to locate the desired opportunity.
BCN is now available.
At this time past opportunities are not pulled in.
Review the information on the Summary tab.
Select the Vendor Opportunity tab to review the current status of the opportunity.
Select Next to review all available screens.
When all information has been verified, select Submit.
Once the invitation is accepted, continue managing the opportunity through the standard sales process.
Creating an Outbound AWS Opportunity
Within the Sales profile of CRM, click on opportunities and then click +New to create a new opportunity. Minimally, fill in the mandatory criteria, including the estimated close date, then click Save.
Select the Vendor Opportunity tab and provide all needed information as shown below. Submit the form.
You will see this message when the AWS Opportunity is created successfully.
Under the Vendor Opportunity tab you will see the opportunity showing as submitted.
Once the opportunity is approved by AWS it will show Approved on the Vendor Opportunity tab.
Within the Vendor Opportunity tab, change the sales stage to the desired stage.
