JMP Partner Workflow and Application Process
Updated 2/19/2018
APPLICATION PROCESS:
- Prospective partner navigates to: https://www.jmp.com/en_us/partners.html
- Prospective partner fills out the JMP Partnership Form: https://www.jmp.com/en_us/partners/partner-form.html, which is the partner’s proposal. This form, when submitted, gets their information added to the JMP Partner Request Salesforce campaign: https://na79.salesforce.com/70114000002KXQp
- Lead record comes in as Sent, which means the application has been filled out.
- Daniel Valente gets cc’d from AEM on the form submission.
- Daniel routes to appropriate product manager/country manager for vetting of the partner.
- If partner is deemed not eligible -> Salesforce record gets converted to Unqualified. Reasons for unqualified include but are not limited to:
- Software company trying to “integrate JMP” into their product.
- Partner actually operating as a DSP.
- Partner should really just be a JMP customer.
- Reviewer not feeling that the partnership would be productive.
- In general, if the partner is not a force multiplier, it’s a no.
- If partner is deemed eligible the SPONSOR (reviewer above) submits a partner paperwork request: https://www.jmp.com/en_us/partners/partner-paperwork-request-form.html
- Partner paperwork request needs important information for BusOps to process the contract correct. We need LEGAL Name of the partner’s organization. LEGAL mailing address and contact of the individual that has authorization to sign paperwork. We also need # of licenses, OS and PRODUCT codes to process the paperwork properly.
- The sponsor can use the special instructions section to add a short description of the partner’s offering for their jmp.com/partners listing if known.
- After paperwork form is submitted, Daniel changes the salesforce record to Qualified In Progress (I get a cc in AEM once the sponsor has submitted the paperwork request form). This also initiated the BusOps paperwork process.
- BusOps prepares paperwork for Partner to sign.
- Partner signs and returns paperwork to BusOps. Lynne Scullen emails Daniel and Anne Milley about acceptance of partner paperwork.
- Anne Milley invites partner to join partner group on Community.jmp.com https://community.jmp.com/t5/JMP-Partners/gp-p/partners-gp. This is where the partner will be able to ask questions, receive logos and further communication about the program.
- After Anne Milley has confirmed the partner’s addition to the community group, the partner's listing can be added to jmp.com/partners. She will work with the partner and Jonathan Bryant from the web team to get the partner’s listing added to jmp.com/partners.
- After this is complete, Anne lets Daniel know, and he mark Qualified in salesforce indicating the that partner has had their software delivered, they are on the partner group and they are listed on jmp.com/partners.
RENEWAL PROCESS:
- Every year, to keep receiving software to partner must submit a renewal application, which outlines how the partner has helped the JMP division over the past year.
- This re-application will be accepted or rejected by the partner's sponsor.
- If accepted, BusOps will process the renewal.
- If rejected, let Daniel Valente know and I will change the salesforce record to Inactive.
FAQ:
Partner Program Process Flow
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