Partner Deal Registration

Deal Registration Process

To register a deal, Partners must complete and submit the deal registration form. The first Partner to submit a deal that meets all specified criteria, as determined by Exterro in its sole discretion, will receive approval for that registration.

• Notification of Approval: If approved, Exterro will notify the Partner via email, typically within four business days.
• Notification of Decline: If a deal is declined, Exterro will inform the Partner via email, including the reasons for the decision.

Approval Period: Once a deal is approved, the Partner must close the deal within 180 days from the registration date. Partners may request one extension per deal. Exterro may extend the Approval Period at its discretion if sufficient justification is provided.

Registering a Deal: Steps 

Are you ready to register a deal with Exterro? Follow these steps:

1. Complete the Registration Form: This form confirms your details as an Exterro partner and collects information about the prospect you are registering.
   • It verifies your partner details and contact information for follow-up discussions.
   • It gathers information about the prospect and the main contact at their organization.
   • It requests qualifying information about the prospect.
2. Review Process: We will review the prospect information to qualify the registration. Additional information may be requested from you or the end customer. If the deal meets our criteria, it will be approved. Exterro reserves the right to reject any opportunity at its sole discretion.
3. Benefits of Approved Registrations: Approved registrations ensure you receive deal protection and discounting based on the agreed partner program terms, and they will be governed by your partner agreement with Exterro.

Opportunity Registration Criteria

To successfully register a deal with Exterro, please ensure the following criteria are met:

1. No Direct Pursuit: The opportunity is not currently being pursued directly by Exterro Partner when the registration is submitted.
2. No Existing Registrations: The deal must not be registered by another Partner.
3. RFP Exclusions: The deal should not be part of an active RFP or similar tender process. However, if the Partner registers the deal before such an RFP or tender is published, they may remain eligible.
   • Or Federal, SLED, and International government, and any other public sector projects that are out for public bid and/or the result of an RFP (Request for Proposal) or Tender are not eligible for deal registration.
4. Pre-Sales Efforts: The Partner must have made reasonable pre-sales efforts, including:
   • Engaging with the end-user’s decision-makers.
   • Qualifying the opportunity .
   • Assisting the end-user in quantifying the project budget with Exterro products or services.
5. Partners may be required to provide documentation of these efforts upon request, including proof of date and time.

Contact Us: Please note that Exterro will reach out to you before engaging with the prospect. If you have any questions regarding the status of an individual registration, please contact Exterro’s Partner organization via email at [email protected]. We look forward to supporting your partnership with Exterro!

Download the Deal Registration FAQ here.