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CRM: Cisco Renewals Manager Workshop


Course Description

This training workshop provides an overview of Cisco Renewals Manager and how partners should use it to accelerate and facilitate recurring revenue deals.  The course also discusses Cisco’s system tools designed to drive positive customer experience and how they tie together.


Course Objectives

After you complete this course you should be able to:

  • Explain Account Team Roles and Working Models
  • Discuss Strategies for Driving Recurring Revenue with Service Contracts
  • Support Customer Experience using Cisco Renewals Manager
  • Support Customers through the various stages of the customer lifecycle
  • Review Financial Models and Transactional Tools like CCW
  • Understand Smart Licensing and Smart Accounts

Suggested Prerequisites:

  • Familiarity with the Cisco Partner Model


Who Should Attend

  • Channel Partners
  • Partner Support Specialists
  • Distributor Support Specialists


Course Duration – 1 Day


Course Outline


  1. 1.    Exploring and Understanding Account Teams and Working Models


  1. 2.    Renewals Strategies for Service Contracts


  1. 3.    Customer Experience and the Customer Lifecycle


  1. Lifecycle Stages Explained


  1. 5.    Lifecycle Financial Taxonomy


  1. 6.    Business Architectural Value Overview


  1. 7.    CX Portfolio Overview


  1. 8.    CCW & CCW-R Overview


  1. 9.    Smart Account and Smart Licensing


  1. 10.  Licensing and Enterprise Agreements


  1. 11.  Health Index Dashboard Overview


  1. 12.  Success Plan Overview

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