IBM DemandTec Advanced Deal ManagementIBM
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IBM DemandTec Creating Deals is the prerequisite course to IBM DemandTec Advanced Deal Management.
To get the maximum benefit from this course, you should meet the following prerequisites. You should:
- Have some experience using web browsers, the internet and Microsoft Windows operating systems
- Be able to navigate a GUI environment
- Have experience working with spreadsheets and reports.
As you work through the concepts and tasks, it is assumed that you are familiar with Microsoft Excel; although this will not be a blocking issue to learning.
The Advanced Deal Management course introduces you to the expanded functionality of the Advanced Deal Management solution.
Training Paths that reference this course are:
- IBM Omni-Channel Merchandising Deal Management Course Offerings
- Define user roles and relationships
- Use the ready and prepare statuses in the correct manner
- Set up your email notifications
- Configure and customize your Master Deal center
- Review your processed offers and deal sheets using the Deal Archive
- Create reoccurring offers using the copy feature
- Track estimated and actual trade spend amounts using Funds Tracker
- Create and maintain your vendor catalog
- Run various deal, item, and billing reports using the reporting module
- Reconcile and view invoices using the Billing Center
- Use Online Help Help and other reference materials
- Contact Customer Support by e-mail or toll-free phone number