business connections (referral program)

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Business Connections Program Overview January 2009

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Page 1: Business Connections (Referral Program)

Business Connections Program OverviewJanuary 2009

Page 2: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 2

What is Business Connections?

Business Connections is a referral program that pays partners a one-time payment (check or bill credit) of 50% of the MRC on closed leads -- not to exceed $5,000.

Business Connections is a strong fit for:

• Telecommunications consultants • Hardware and software suppliers • ASPs and ISPs • Commercial property owners & managers • Technology consultants • Real estate companies • Customers happy with XO services• XO non-commissioned employees

Page 3: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 3

What types of referrals are eligible?

The referred company must be a lead for a new XO customer.

EXCEPTIONS:

1. Previously entered lead that has not been worked for 120 days may be resubmitted via a request to Finance. Note: Sales Reps are responsible for determining if the assigned Rep is working the lead. Please email your request to [email protected]. If approved, Finance will change the status of the old lead to “Lost.” The vendor will then be able to enter the new lead and follow the regular process.

2. Non-referred inactive LiNX/COE accounts may be resubmitted on a case-by-case basis to Finance for approval. Please email your request to [email protected].

3. New locations for pre-existing customers may be submitted if the new location warrants a new bill and invoice.

What is Business Connections?

Page 4: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 4

Signing Up Your Vendor

Where to Go

Go to www.xo.com

Scroll down to referral program on left side

Click on “Sign Up”

Page 5: Business Connections (Referral Program)

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Signing Up Your VendorHow to Sign Up

SIGN UP as an INDIVIDUAL (SSN required) ORCOMPANY (EIN or TAX ID) required

Provide address where checks will be sent

What’s Most Important

Select Market: St. Louis Select Sales Rep’s Name: Ellison, Mathew Certify & Continue

Page 6: Business Connections (Referral Program)

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Signing Up Your Vendor

Your Vendor’s Signature

Read Terms & Conditions

Accept Terms & Conditions

NOTE: This step is an electronic signature. Your vendor must perform this step. If anyone other than your vendor does this, it is considered a form of forgery.

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Signing Up Your Vendor

Help Your Vendor

Select a password 8 characters or less

Make note of Username (Email

address) Password

Certify & Continue

Page 8: Business Connections (Referral Program)

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Signing Up Your Vendor

Review Information Verify vendor information To make changes, click

Update When finished, click Submit

Page 9: Business Connections (Referral Program)

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Signing Up Your Vendor

Your vendor is now registered and can log in to submit a lead!

Page 10: Business Connections (Referral Program)

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Help Your Vendor Submit Leads

4.

1.

2.

VENDOR LOGIN

Step 1: www.xo.com

Step 2: Scroll Down

Step 3: Click on Referral Program

Step 4: Login

3.

Page 11: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 11

2.

1.

Forgotten Password?

1. Click on Forgot Your Password

2. Enter Email Address & Mother’s Maiden Name

Help Your Vendor Submit Leads

Page 12: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 12

Entering A Lead

Enter company and contact information

Make certain that your vendor selects YOUR market and name!

You must be certified for your name to appear in the dropdown box!

Help Your Vendor Submit Leads

Page 13: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 13

Verify & submit the lead

Lead successfully submitted!

Help Your Vendor Submit Leads

Page 14: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 14

• The most important step in Business Connections is to have your vendor submit the lead before ANYTHING is done in LiNX.

• This step must be taken no matter what – even if you’re working with a potential XO One or XOI prospect.

Help Your Vendor Submit Leads

Page 15: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 15

Vendor Payments

• If you or your vendor does not follow the Business Connections process, your vendor will not receive payment for their leads.– Only your Vendor is authorized to enroll in the

Business Connections program.– Only your Vendor is authorized to submit leads in the

Business Connections program.• Successful leads will be paid to the Vendor within 45

days of installation.– Checks are mailed to the address listed on the

Vendor’s profile.– Vendors change their mailing address by modifying

their profile on the referral program web page.

Page 16: Business Connections (Referral Program)

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The Life of a Business Connections Lead

• Leads load into LiNX at the top of every hour.

• With the grandfathering of ALGX products on 12/31/2006, it is no longer necessary for leads to also load into SPS.

Page 17: Business Connections (Referral Program)

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LiNX

The Life of a Business Connections Lead

Page 18: Business Connections (Referral Program)

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The Life of a Business Connections Lead

3.

2.

1.Finding & Logging into LiNX

1. Go to insideXO

2. Type xolinx in address field

3. Enter your User ID & Password (same as your network User ID & Password). Click on Log In.

Page 19: Business Connections (Referral Program)

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How to Find a Lead in LiNX

1. Click on the Campaigns Tab

1.

The Life of a Business Connections Lead

Page 20: Business Connections (Referral Program)

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How to Find a Lead in LiNX

1. Click on Vendor Referral

NOTE: If a current customer submits a lead, you will locate this lead under “Customer Referral.”

The Life of a Business Connections Lead

Page 21: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 21

How to Change a Lead to an Opportunity

1. Highlight your lead

2. Click Create Opportunity

2.

1.

The Life of a Business Connections Lead

Page 22: Business Connections (Referral Program)

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2.

How to Change a Lead to an Opportunity

1. You may see this screen if the vendor did not provide an email address for this lead upon the lead being entered.

2. If so, click on the name of the lead

The Life of a Business Connections Lead

Page 23: Business Connections (Referral Program)

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How to Change a Lead to an Opportunity

1. In the middle of the next screen, change Primary Contact Method from “email” to “Work Phone #”

2. Click the Menu icon to Save Record

1.

After completing this step, click on your campaigns tab, then vendor referral and continue to promote the lead to an opportunity by highlighting the lead and clicking on “Create Opportunity”

2.

The Life of a Business Connections Lead

Page 24: Business Connections (Referral Program)

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How to Change a Lead to an Opportunity

1. Confirm your lead has been promoted to an opportunity

2. Update the Probability Field & Expected Close Date

3. Click the Menu icon to Save Record

2.

1.

3.

The Life of a Business Connections Lead

Page 25: Business Connections (Referral Program)

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RFCRequest for Correction

Page 26: Business Connections (Referral Program)

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The RFC Process

1. 2.

RFC via Remedy

Step 1: Go to insideXO

Step 2: Click on IT Helpdesk

Step 3: Click on “OK”

3.

Page 27: Business Connections (Referral Program)

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RFC via Remedy

Step 1: Click on Open A Ticket

Step 2: Enter your User Name & Password

Step 3: Click on “Login”

1.

2.

3.

The RFC Process

Page 28: Business Connections (Referral Program)

www.xo.com © 2006 XO. All rights reserved. 28

RFC via Remedy

Step 1: Case Type, chose “Problem”

Step 2: Reported System, chose “Business Connections”

Step 3: Select appropriate Reported Item

1.

2.

3.

The RFC Process

Page 29: Business Connections (Referral Program)

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RFC via Remedy

Step 1: Short Description must include:

Customer Name

Account Number

Order Number

Step 2: Initial Description Field: Any additional comments

2.

1.

The RFC Process

Page 30: Business Connections (Referral Program)

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RFC via Remedy

Step 1: Review all of the information provided

Step 2: Note the information needed in the Short Description & Initial Description

Step 3: Click “Next”

The RFC Process

Page 31: Business Connections (Referral Program)

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RFC via Remedy

Step 1: Click “Add” to attach additional information if needed

Step 2: Click “Browse…” find desired document then click “OK”; Confirmation window will appear

Step 3: Click “Submit”

3.

2.

1.

The RFC Process

Page 32: Business Connections (Referral Program)

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RFC via Remedy

Step 1: Note your successful submission of a RFC via Remedy

1.

The RFC Process

Page 33: Business Connections (Referral Program)

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Resources

Scott Ellison (314) 787-7786Business Services, Central Region

[email protected]

Business Connections Program Information:https://apps.xo.com/referral/