LifeSize Channel Partner Program Guide Part 1: Introduction and Overview Part 2: Program Details Part 3: Program Types Part 4: FAQs
Part 1: Introduction and Overview Guide Overview Rewarding Your Investment Partner Levels Guide Overview This guide is designed to assist you in understanding the opportunities, program components and investments that will help you take full advantage of the LifeSize Communications (LifeSize) Channel Partner Program. Becoming an authorized LifeSize Partner is the first step to being successful in the LifeSize Channel Partner Program.
Business plan A joint-developed plan is focused on leveraging the core strengths of our relationship to foster new business. On a regular basis, we will meet to review information on the previous quarter to ensure that we duplicate our successes and overcome any hurdles. Certification and training Make sure your organization knows about the latest sales strategies, technical innovations and advances in HD video from LifeSize so you stay competitive.
Service and Support LifeSize lets you decide where you can be most successful by allowing you to focus on your strengths. Our postsales service and support offerings give you the power to decide just how much service you wish to provide. Return to Main Menu Return to Introduction & Overview Menu Rewarding Your Investment The investment you make and the program level you choose are keys to your success in the program.
Expert Video Partner Requirements Have an executed Reseller Agreement and remain in good standing with LifeSize Meet the minimum sales volume requirement Develop and submit a business and marketing plan Obtain four sales certifications—LifeSize Certified Sales Expert (LCSE) Obtain two presales technical certifications—LifeSize Certified Technical Expert (LCTE) Purchase demo equipment (minimum of two video endpoints) Provide end-user reporting to LifeSize or distributor Provide forecasts t
Registered Partner Features Have an executed Reseller Agreement Meet the minimum sales volume requirement Obtain one sales certification—LifeSize Certified Sales Professional (LCSP) Sell required LifeSize Assurance Maintenance Services Return to Main Menu 6 Return to Introduction & Overview Menu © Logitech. All rights reserved. Information contained in this document is subject to change without notice. LifeSize is the registered trademark or trademark of Logitech.
Part 2: Program Details Channel Program Requirements Channel Program Benefits Assurance Maintenance Services Channel Program Requirements To participate in the LifeSize Channel Partner Program, you must be an authorized partner. To maintain authorized status, you must meet all the program requirements at your partner level.
Minimum Sales Volume Requirement Expert Video Partners and Professional Video Partners must attain the annual sales volume requirement to remain in the program level. The sales volume requirement will be based upon the reseller’s buy price for both products and services sold through direct purchase from LifeSize or indirect purchase through point-of-sale (POS) data provided by LifeSize distributors. Sales volume will be reviewed quarterly to ensure that you are on track to meet the annual target.
the end-user data to set the correct Assurance Services dates within the Partner Portal for both standard warranty and Assurance Services programs. Failure to report sales-out data will result in the customer’s having inconsistent service coverage dates. LifeSize reserves the right to request and receive end-user records. Such reports will include, at a minimum, sales in terms of each product model, number distributed, price paid to LifeSize and each end-user name and location including postal code.
Channel Program Benefits Americas Program Benefits Expert Video Partner Professional Video Partner Registered Video Partner All LifeSize products All products, excluding LifeSize Conference product line LifeSize Express portfolio, Passport, Desktop and Phone only 35% direct or suggested via distributor 25% suggested via distributor 15% suggested via distributor 35% – Partner Assurance Maintenance 25% – LifeSize Assurance Maintenance 15% – LifeSize Assurance Maintenance 5% – LifeSize Assurance Ma
Product Portfolio Expert and Professional level partners will have selling access to the entire LifeSize product portfolio. Partners must be at the Expert level to sell Partner Assurance Maintenance Services. Registered Video Partners will have selling access to LifeSize’s Express portfolio, LifeSize Passport, LifeSize Desktop and LifeSize Phone products as well as LifeSize Assurance Services.
LifeSize Partner Portal Access LifeSize Expert Video Partners and Professional Video Partners covered under a service contract (LifeSize Assurance Services Program) or Assurance Services are provided with privileged web access that allows them to view the support sections on the LifeSize website at http://eportal.lifesize.com:8080/PartnerPortal/login.doc A Partner Portal services and support account gives you access to a wide range of tools to help track and manage based on the level of access granted.
Return to Main Menu Return to Program Details Menu Assurance Maintenance Services (Detail Description) Assurance Maintenance Services are a comprehensive set of maintenance and professional service products that allow customers to extend the life of their LifeSize hardware and software products. The Partner Assurance Maintenance Service (PAMS) program is provided to Expert Video Partners only and requires that they have the specified knowledge and staff to provide direct end-user support.
Partners are responsible for tracking and enabling service coverage for their customer base. LifeSize retains the right to contact customers if their service contracts are not renewed by the authorized partner within 30 days of contract expiration. Partner Assurance Maintenance Services Available to those Expert Video Partners who meet all the requirements for supporting their end customers, including sales/technical certification, is tier 1–2 phone support and the related support infrastructure.
Customer Responsibilities To receive support, customers are responsible for complying with the following conditions: The situation presented to the LifeSize support representative is reproducible on a single system. The LifeSize product is on the most current software version. The system, including software and hardware, is accessible and available to the partner or customer representative requesting assistance without limit during any telephone discussions.
Part 3: Program Types Certification Programs Opportunity Registration Program Demo Equipment Program Certification Programs Sales & Technical Certifications To maintain authorized status at your program level, all LifeSize Expert Video Partners and Professional Video Partners must meet the sales and technical certification requirements.
Channel partners must replace lost certifications within 60 days in the event a certified individual leaves their employ. The correct number of certifications must be maintained at the designated program level to be an authorized LifeSize partner. If you do not have the correct number of certifications, you will lose your authorization status and will be unable to participate in the related Channel Partner Program features and benefits.
Qualified Opportunities Opportunities for new customers or new opportunities within existing LifeSize customers that are unknown to LifeSize and are not currently in LifeSize’s pipeline are qualified: - A new customer is defined as a commercial entity that does not currently use LifeSize products.
For resellers, the Opportunity Registration discounts may be taken only on new purchases placed with LifeSize or its distributor. Sales made by the channel partner from existing inventory will not be eligible for the Opportunity Registration discount. For distributors, all claims for the Opportunity Registration rebate must be submitted within 30 days of the sale to the customer.
The channel partner must use this equipment as defined for no less than 12 months. After 12 months, the channel partner is authorized to resell this equipment to end users as used equipment without any warranty of any kind from LifeSize. Program Limitations LifeSize Registered Video Partners cannot participate in this program.
Part 4: Frequently Asked Questions Channel Partner Program FAQs LifeSize Certification FAQs Opportunity Registration FAQs Demonstration Equipment FAQs Channel Partner Program FAQs What does it mean to be authorized? To be authorized means that you have completed and are currently meeting or on track to meet all the program requirements at your level as defined in this Channel Partner Program guide. You must be authorized to participate in the Channel Partner Program benefits.
Who do I contact with questions about the Channel Partner Program? Contact your LifeSize Channel Account Manager. LifeSize reserves the right to change this program and its partner requirements at any time, including but not limited to discounts, rebates, participation requirements and marketing funds. All information in this document is considered LifeSize confidential information and subject to the confidentiality provisions of the Reseller Agreements.
Opportunity Registration FAQs Can partners get a discount on single-unit opportunities? Yes, provided the opportunity size meets or exceeds the Opportunity Registration revenue requirement. Can partners get a discount on a single bridge or Video Center? Yes, all LifeSize hardware products are allowed for registration. Any combination of endpoints and bridges is acceptable.
How and when will I find out if I was awarded the additional discount? You will receive an e-mail notification from LifeSize within 48 hours of request. If the opportunity is approved, the e-mail will include the ORN and the contact information for your LifeSize sales representative. You should save this e-mail because you will need the information to obtain your additional discount when you place your PO.
no longer be considered a new opportunity. What happens if shipment is pushed out beyond the six-month period? The discount will not be valid on any products shipped beyond the six-month time frame from the date the opportunity was registered. What happens if I already have nonstandard pricing (NSP) in place? Any customers or opportunities that LifeSize is already aware of do not qualify for the new customer or opportunity requirements of this program.
Demonstration Equipment FAQs How do I purchase demo equipment? To purchase demo equipment, you need to submit a purchase order with “demo equipment” clearly marked on it if you are a direct partner or request a quote from your distributor. How long will it take to process the order? Just like any other order, a demo equipment order is queued according to date of receipt by LifeSize or your distributor, so the length of time for processing is dependent upon order quantity in queue and product availability.
Marketing with LifeSize Guide Here at LifeSize, we provide a host of resources to enable partners to customize tools to suit their own marketing requirements. Covering everything from web copy to data sheets, high-res images, e-mail and brochure templates, you’ll find everything you need to start planning your marketing activities. Partner Portal – This is the first place to go to for access to all LifeSize marketing resources, including how-to guides on popular marketing programs.
Direct-mail campaigns Marketing activities NOT supported by LifeSize marketing funds: Normal, everyday sales activities such as customer meetings, presentations or proposal preparation Paying all or part of channel partner employees' salaries (i.e.
Partner Marketing Program Request Form for one-off activities: LifeSize Marketing Plan Template for quarterly/twice-yearly integrated campaigns: Obtain promotional items LifeSize provides a Partner Store that allows you to purchase LifeSize and/or cobranded promotional items for your campaign and sales needs. All items are provided to you at cost. Items include giveaways, apparel and trade show essentials.
Action/demo event, trade show, seminar or expo details on the LifeSize Events page to further promote attendance to your event. Submit funding request Upon completion of your marketing activities, submit your invoice, attendance list and proof of performance (email invite, DM piece and photos of event) and completed marketing plan with the final details recorded in the measurement section.
