Partnership management

Partnership Management

How to use MyAIESEC.net to manage sales activity and account management

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.

1. Adding an Organisation

2. Opening and following through a Deal

3. Managing your Account activity

4. Managing Global and National Partnerships

1. Adding an Organisation

1. Adding an OrganisationAll 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

1. Adding an Organisation

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’

1. Adding an Organisation

Adding an Organisation

View of the Add organisation Page

1. Adding an Organisation

Organisational view Page

Once created, the Organisation view Page will look like this:

2. Opening and Following through a Deal

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.

An Account Managers role in Deal making

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.

2. Opening and Following through a Deal

Opening 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’.

2. Opening and Following through a Deal

Opportunity Management Section

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’

2. Opening and Following through a Deal

Creating A new 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.

2. Opening and Following through a Deal

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 SponsorPower PersonDecision DuePending Sale-Negotiation

The current state of a deal in progress will be viewed on the Organisations view page under Partnership Activity.

2. Opening and Following through a Deal

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.

2. Opening and Following through a Deal

Following through a Deal

When a deal is won:

• If the organisation was a lead,• it would change status to

become a partner• Create TN Form will now be

visible as a menu section on this Organisation view page

• The deal will be logged in the Sales History in the opportunity Management Section and will increase the count on the Partnership History Page

2. Opening and Following through a Deal

Following through a Deal

When a deal is lost:

• If the organisation was a lead, it would remain in the same status

• 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.

• The user would be prompted to give a reason why the deal was lost

2. Opening and Following through a Deal

3. Managing your Account Activity

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.

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.

4. Managing Global and National Partnerships

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

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.

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:

1. Entities within the umbrella cannot add their partner pages to an existing umbrella, only the entity that is the Umbrella Partner can do this.

2. Partner Pages of the entities to be added to an umbrella need to exist before they are added

Thanks