Purchase Process

This section is for internal use and explains the following:

Sales Process in Practice:
What are the practical steps to take for a reseller/distributor to sell i3RDM and assure the license information reaches the end-customer.
Role of Back-office Sales
Our back-office sales team fulfills and important role in the order intake, license creation and billing process. It is key that the sales person supplies the correct information to BO Sales so they can assure that the license can be activated fast.
Order fullfilment and Communication:
A customer expects 'instant gratification' when subscribing for i3RDM. Since the order management and initial account creation relies on manual intervention, it is key that the communication between the sales person, BO Sales ànd the end-customer runs smooth. This chapter explains how actions are required to assure that the end-customer receives his order and account information in a timely manner.
License Extensions and License Renewal:
The license extension (adding devices) and renewal process is automated within i3RDM. We will explain you how this works in the sub-sections of this chapter.

Description

This chapter explains the sales and billing process for i3RDM and the role of the channel and our Back-office Sales Team. For the time being, i3RDM licenses can only be bought through our reseller/distributor network.

Sales Model - Sold through our channel network

i3RDM licenses are sold solely through our channel network
As a consequence the channel plays an important role in the sales process
Our back-office sales team is responsible for handling and creation of end-user accounts and making sure invoices are sent to the reseller.
If the reseller does not share end-customer info with BO (email address) then it is the reseller’s responsibility to forward license activation information to the end-customer. (if the end-customer’s email address is supplied, he/she will directly receive the account info from the system).

Sales Process

In case of a New Account

Acquiring a license to i3RDM can only occur through resellers/distributors/i3 sales person. It is the responsibility of the channel/sales to provide all information to BO so that they can create the account and guarantee appropriate order management and billing to the channel.

Sales process steps :

STEP 1 - Place order
Reseller/distributor/sales person requests new tenant license (i.e. places an order) to BO (email to info@i3-technologies.com or via phone).

What info to supply?
What information should the reseller provide to BO so they can create the create the tenant license order and invoice?

# of devices that the license must cover
License period: 1, 3 or 8 years
Tenant information (i.e. customer info)*:
1. Company name
2. email address
3. first name
4. last name
5. country
  
  *providing this information is not compulsory, the reseller can decide whether he is willing to share end-customer infor with i3, see next bullet.
  .

STEP 2 - BO Creates Sales Order in SAP
Based on the information supplied by the reseller, our back-office personnel will enter the appropriate order into SAP for that particular reseller. This order will trigger an invoice tonthe reseller. Hence it is the responsibility of the reseller to charge the end-customer.

STEP 3 - BO created i3RDM tenant/license
BO personnel has access to a administration module of i3RDM allowing them to create tenants based upon the information supplier by the reseller. By simply completing the form below the account will be created and notifications emails will be sent to either the reseller or end-customer (if we have his email address)

Sharing end-customer info with i3-Technologies
A reseller/distributor/sales person can decide to share end-user email address with BO.

Reseller shares end-customer info:
If they do then the end-customer will receive a license activation email from the system saving administrative effort with the reseller
Reseller does not share end-customer info:
If the reseller does not supply the email address of the end-customer then the reseller himself will receive the activation email and is responsible for forwarding this email to the customer.