Last Update August 2019
The first step is for a prospect or client to click on the Request Information button via the unique App Center listing.
Sample App Center Request Information Link:
Depending upon the authentication method the app is using, the Request Information link may also appear as a button as shown below:
After clicking Request Information the prospect is redirected to the App Center Inquiry form which is dynamic and customized for each partner. The prospect must then complete the form and submit it. After submitting the form the prospect will receive a confirmation page. Thereafter, they will be redirected back to the partner’s App Center listing.
Sample App Center Request Information Form:
Sample Confirmation Page:
After submitting the form the prospect will also receive a confirmation email. If the lead was submitted by a SAP Concur employee the email confirmation will be slightly modified.
Sample Confirmation Email:
The App Center partner will receive an inquiry notification email. Partners must click on the “Accept/Reject” button to be redirected to the Accept/Reject Form for completion within 20 days of receipt.
Sample Inquiry Notification Email:
Sample Accept/Reject Form:
The first step is for the SAP Concur sales representative to click the App Center Referral button on the contact’s Salesforce record.
Sample Salesforce App Center Referral:
The representative will select the correct App Center partner and complete the referral form in Salesforce. In the Comments field, they should include any relevant information or notes for the partner. For internal tracking purposes, they will also list the SAP Concur account members involved in the conversations. The representative may also select “Contact me first” if they would like to have a discussion prior to the partner following up with the client.
Sample Salesforce Task Information Form:
Partners will receive a notification email that a lead has been submitted. Unlike customer-submitted leads, there is no Accept/Reject button on rep-submitted lead notifications. Partners should instead use the following process:
Sample Rep-Submitted Lead Notification Email:
Leads will be sent to the partner from the SAP Concur marketing automation tool Marketo. To ensure receipt of all leads the following steps must be completed by the partner: