Account Name: ACCOUNTNAMEHERE

Account ID (APID): APIDHERE

Quote Number: QUOTEGOESHERE

Dell Customer Number: CUSTOMERNUMBERHERE

Expected Quote/Deal Revenue: $ TOTALHERE         

 

Greetings Nick,

I am requesting your approval to use the offline DSA experience for a single event for the above-mentioned Customer/Quote. Please review the case and business justification below for this request.

 

Sales Leader - By REPLYING APPROVED, you are agreeing to the following conditions:

• You understand this is an offline Process (Downloaded Quote or Offline PO) • You believe there is no current online path for this deal or order.

• You intend to engage as the leader to establish action plans to transition this customer online.

 

Sales Team – Account Details below:

·       List out the actions taken to-date to transition the Customer/Partner Online.

o   Customer uses the Ariba portal, however, integration is still underway as it has not been vetted by the customer.  As well, some divisions/ branches still use hardcopy Pos and have not been cleared to use B2B or Premier for ordering due to security concerns.

·       What are the current reasons delaying the Customer/Partner Online from transacting online?

o   Primarily security concerns coupled with the fact that they use Ariba for most order processing, Which is actively being worked.

·       List and/or attach the documentation preventing the customer from transacting online (i.e. details of process, legal, security, etc..)

o   Attached PO details security restrictions in the fine print.

·       Has Dell's Online value proposition been presented to the customer? Has the OBM team been engaged?

o   Yes, we are working on the transition actively.

·       Have you positioned online alternatives like PQTO as a solution to the customer?

o   Not currently viable as Premier and QTO have not been vetted as secure by the customer.