Building Your Business with Cleo. A Strategic Partnership to Evolve with Emerging Demands of Global Business

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1 C L E O PA RT N E R P R O G R A M Building Your Business with Cleo A Strategic Partnership to Evolve with Emerging Demands of Global Business

2 BUILDING YOUR BUSINESS WITH CLEO // HOW CLEO CAN HELP A Global System of Partnerships Cleo has developed a suite of technologies focused on business- to-business collaboration and application integration that helps partners leverage and re-monetize existing business models and embrace new ones, including cloud computing. The secret to success is collaboration: working together to sell, deploy and scale complete solutions. We believe in working closely together to develop a variety of global partnerships. Customers demand complete solutions, not point software products. Growing a family of partnerships helps us deliver those solutions to our customers. Grow your business faster Enhance your product portfolio with compelling solutions Deliver cutting-edge technologies and services to your customers The Cleo Partner Program is about assisting our partners grow their business, so we can expand each other s capabilities and deliver complete solutions to our joint customers. LEARN MORE cleo.com/partners Partner Program Overview: Building Your Business with Cleo 2

3 BUILDING YOUR BUSINESS WITH CLEO // WHY CHOOSE CLEO? What Makes Cleo Different from Other Partner Programs? Market-leading technology. Awarding-winning services. Comprehensive market expertise. A relationship built on collaboration and support. Competitive margins. Get it all with Cleo. Solutions Provide your customers with not just software but the technologies, services, and market expertise to meet their expanding needs. Flexibility Different engagement and partnership models to choose from mean you can be sure you re entering a relationship that will work for your business. Community Join a global network of value-added resellers, managed service providers, consultants, and other companies who can expand your business as part of an ecosystem of partners. Support Access world-class training and education resources, as well as ongoing support from the Channel Partner Manager, the Cleo Support Team, and the Cleo Online Portal. Growth Connect your business to our experts, our resources, and our vertical markets expertise to grow together. Ease of Use Cleo solutions are built on the simple concept that we must be easy to use, and our partnerships follow the same principle. It s easier doing business with Cleo. About Cleo Cleo moves business data in the most efficient way possible. Any file size, any data type, to pretty much any destination. And we do it faster and more reliably than any other company out there. In fact, Cleo integration technology moves more than a quartertrillion dollars in business transactions every day for five of the Fortune 10 and nearly half of the Fortune 500.When the business world needs to integrate data, it chooses Cleo. 7,000+ Customers across 78 countries $275B In transactions per day 900 Pre-built connectors 98% Customer renewal rate Partner Program Overview: Building Your Business with Cleo 3

4 BUILDING YOUR BUSINESS WITH CLEO // PARTNER TO GROW YOUR BUSINESS How We Partner Cleo s world-class sales and support teams work with you throughout the process, from enablement and demand generation to the final sale. Strategy Define joint goals Develop an enablement plan for sales, marketing, and support Identify joint customers Define go-to-market plan Strategy Marketing Marketing Joint investment into leadgeneration activities Funnel leads to your sales team Marketing kit with co-branded collateral Customer references Sales Sales Assist with sales strategy and process Collaborate on sales opportunities Joint selling with sales and system architects Partner Program Overview: Building Your Business with Cleo 4

5 BUILDING YOUR BUSINESS WITH CLEO // PARTNER TO SUPPORT YOUR BUSINESS Expertise at Your Fingertips Cleo is committed to training and educating our partners. We recognize the value of sharing our expertise with you, so we support our partners from lead generation right through the sale and beyond. Sales Training Live sales training Online training sessions about vertical markets, use case scenarios and how to position the Cleo Integration Suite Access to your dedicated partner portal Understand the Cleo Integration Suite and services Understand our products and how they work together Access to the right tools and knowledge to win the deals you want Product Training Technical Training Understand the current and future needs of your market Gain insights into competitor strategies Understand how and where to properly compete In-depth technical training and product support Understand the products technical capabilities and market differentiation Learn how to configure and install products for your customers Market Training Partner Program Overview: Building Your Business with Cleo 5

6 BUILDING YOUR BUSINESS WITH CLEO // HOW WE WORK WITH OUR PARTNERS Flexible Engagement Cleo allows our partners the flexibility to choose from three different partner models: Reseller If reselling software is important to your business and your customers, we can accommodate you. You will receive a discount from Cleo s list price, and it will increase as you meet and exceed volume commitments. Referral This applies to partners who wish to refer customer opportunities to Cleo and assist in the service delivery but do not wish to resell the products to the end customer. A referral fee will be paid to the partner after the completion of the sale. Professional Services Cleo offers a Certified Services Partner program for those organizations seeking a technology alliance in integrating with Cleo solutions to provide added value for our mutual customers. Who We Partner With Value-Added Resellers Companies providing turn-key solutions and support to their customers. Managed Services Providers Cloud services companies delivering complete solutions in a managed services model. Professional Services Providers Consulting and services firms typically specializing in digital transformation and integration. Global Systems Integrators Global or multi-national advisory and systems integration firms. Partner Program Overview: Building Your Business with Cleo 6

7 BUILDING YOUR BUSINESS WITH CLEO // CLEO PARTNER PROGRAM COMMITMENT LEVELS What Level Will You Be? The Cleo Partner Program includes three partnership levels: Select, Preferred and Elite. Most partners will begin their relationship with Cleo at the Select level. As your company achieves competency, client success, and business volume, Cleo offers additional benefits to Preferred and Elite partners to help accelerate business growth. All partner levels will receive technical and sales training, marketing support, and access to sales support tools. Cleo is always here to help you succeed. Features and Benefits Select Preferred Elite Deal registration X X X Sales and service portal X X X Cleo partner portal X X X Training and education X X X Sales support training X X X Sales and marketing training X X X Internal use licenses X X X Collateral co-branding X X X Access to Cleo sales and pre-sales X X X Joint sales and marketing X X X Implementation and service assistance X X Dedicated channel account manager X X Quarterly business planning X X Co-marketing funds Lead distribution Cleo early adopter program X X X Partner Program Overview: Building Your Business with Cleo 7

8 BUILDING YOUR BUSINESS WITH CLEO // CLEO INTEGRATION SUITE Cleo Integration Suite The Cleo Integration Suite (CIS) offers the agility for businesses to scale, while lowering the TCO of integration. Through a single versatile platform, CIS offers power to easily connect and integrate your complex B2B, applications, cloud, and big data. B2B EDI Cloud B2B Integration AS2, FTP, and 18 More Ground-to-Cloud Application Integration Network Fax Big Data Ingestion Big Data Applications Partner Program Overview: Building Your Business with Cleo 8

9 Ready to Partner with Cleo? Let s Get Started cleo.com/partners partnersales@cleo.com C L E O PA RT N E R P R O G R A M Partner Program Overview: Building Your Business with Cleo 9