2. Table of Contents Please make sure you have the right permissions in MyAIESEC.net before you start. This tutorial is aimed at Presidents and EB’s of national or local committees and External Relations Responsibles. Please replace the information with your respective GN, Country or LC whenever applicable in the examples shown in the tutorial. Adding an Organisation Opening and following through a Deal Managing your Account activity Managing Global and National Partnerships
4. 1. Adding an Organisation All activity with organisations is managed through the Partnership Management sub menu in the Team Member Programme section. Before you add an organisation, it is advised to view the Organisations your entity is working with so that you do not repeat placing the same information more than once. To do this click on the Partnership Management Landing Page
5. 1. Adding an Organisation On this page, you will be able to view the Organsations split into 3 categories: -All Organisations: this is a list of all the organisations that your entity is partnering with. -My Accounts: This lists the organisations where the user has been assigned as Account Manager -My Exchange Takers: these are the accounts where the user has been assigned as TN Manager If on viewing all the organisations, the one you want to add is not there, then select ‘Add organisation’ Adding an Organisation
6. 1. Adding an Organisation View of the Add organisationPage Adding an Organisation
7. 1. Adding an Organisation Once created, the Organisation view Page will look like this: Organisational view Page
9. 2. Opening and Following through a Deal What is a Deal? A deal is a contract between two parties. When a member goes to make a sale to a company, they are trying to establish an agreement, an understanding, a contract between AIESEC and the company. The system will allow you to be able to follow up on deals trying to be made through sales in the following way.
10. 2. Opening and Following through a Deal Deals are managed by Sales Managers. These are users who are in charge of a specific organisation in the system. An account manager is appointed when a Organisation is created. OR Can be appointed by a current Account Manager or by a P/EB member. Account Managers, need to be part of the Team Member or Team Leader Programme. An Account Managers role in Deal making
11. 2. Opening and Following through a Deal To open a deal, an account manager will select one of the organisations they are managing. On the view page of the organisation, they would select ‘Opportunity Management’. Opening a Deal
12. 2. Opening and Following through a Deal Under this menu, they would be able to view: -Current deals being negotiated with the company -Agenda of activities they have done so far connected with sales -Sales history of previous account managers (as well as themselves or previous deals negotiated) To create a new deal, select ‘Add Deal’ Opportunity Management Section
13. 2. Opening and Following through a Deal The user is redirected to a page where they need to Add; -The contact person from the company associated with the deal -The products being sold to the company -The Status of the deal i.e. where the account manager is in terms of the sale with this company On creation of the deal, it is added in the Opportunity Management section and can be tracked here. Creating A new Deal
14. 2. Opening and Following through a Deal In order to see a deal through, there will be need to change the status’ of the deal when progress has been made. Deal Status’: Qualified Sponsor Power Person Decision Due Pending Sale-Negotiation The current state of a deal in progress will be viewed on the Organisations view page under Partnership Activity. Following through a Deal
15. 2. Opening and Following through a Deal As a deal is begin negotiated, the manager, will have various activities they are doing to make sure they win the deal. The manager will be able to log in details of their activity in the Agenda section, and will have quick access to it on the Partnership Management Landing Page. Following through a Deal
18. Create TN Form will now be visible as a menu section on this Organisation view page
19. The deal will be logged in the Sales History in the opportunity Management Section and will increase the count on the Partnership History PageFollowing through a Deal
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21. The deal will be logged in the Sales History in the opportunity Management Section and but the the count on the Partnership History section will remain the same.
22. The user would be prompted to give a reason why the deal was lostFollowing through a Deal
24. 3. Managing your Account Activity Account Details can be edited through the ‘Account Management’ menu on the View Organisation Page. Only the Account Manager can edit these details.
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26. 3. Managing your Account Activity Under this menu, the account manager would be able to Change or Add a Company Logo to the Account, edit the Organisation Details, Organisation Contacts and their Details and Umbrella Partners, a concept we will look at in the next section. An account manager can also change/add account managers through this menu. NOTE: Products Sold cannot be edited and is linked to the sales activity done.
28. 4. Managing Global and National Partnerships Global and National Partnerships In order to cater for Global and National Partnerships i.e. Partnerships in which more than one entity participate in a shared partnership deal. We have introduced the Umbrella Partners concept to ensure that links can be made between Organisation Page Entries of different entities that share a partnership Umbrella Partners Concept Let us take an example. Imagine if AIESEC International partners with Company A. But as part of this partnership, the company takes partners with AIESEC in Greece and AIESEC in UAE. In this scenario, AIESEC International would have an Organisation Page for Company A highlighting the overall partnership. While AIESEC in Greece and AIESEC in UAE will also have similar pages. However, AIESEC International would be able to show that the Partnership with Company A is an Umbrella partnership containing Greece and UAE
29. 4. Managing Global and National Partnerships In order to create this partnership, in the Account Management section there is a section name: Umbrella Partners. The entity with overall partnership (in our example AIESEC International) would add the Organisation Pages of the entity in the umbrella –in this case Greece and UAE) by searching for this page and Adding it such that the partnership pages will look like this.
30. 4. Managing Global and National Partnerships A similar concept can be done with National Organisations that partner in the Local level as well. This enables us to have a better overview of the companies reach and partnership in the organisation. NOTE: Entities within the umbrella cannot add their partner pages to an existing umbrella, only the entity that is the Umbrella Partner can do this. Partner Pages of the entities to be added to an umbrella need to exist before they are added
