Industrial Quality Solutions | Your Partner for Multidimensional Industrial Metrology

Rules and Information

 

What is this lead program and who can participate?

This program is for ZEISS IQS US channel partner salespeople to provide a new lead from companies, institutions and schools found in your contracted territory. The program can also be used to provide an existing ZEISS lead from companies, institutions and schools, where you have been asked to follow up the lead on behalf of ZEISS. It is not for ZEISS employees, relatives of ZEISS employees, contingent or contract workers, customers.

Details

Complete details of this program are described in the contracts developed between sales representatives and ZEISS. A valid lead from a company lasts for 12 months from the date of submission. A valid lead from an institution or school lasts for 24 months from the date of submission.

Submitting a Lead and How it is Handled

  1. Complete the form for the respective lead program. Be sure to read the rules and guidelines. Submitting the form implies acceptance. Print or save a copy of the confirmation page for your records.
  2. Learn if it is valid or invalid. When you provide a lead, it goes to the responsible ZEISS salesperson to review. That person checks to see if there is a lead already in existence in our CRM. If a lead does not exist, it is a valid lead. If it does exist, it is invalid. Valid leads move to the next step, while invalid leads are closed. The salesperson will inform you in an email if the lead is valid or invalid.
  3. Wait for a potential sale. A valid lead, like any lead, is routinely reviewed by the responsible salesperson. If the lead turns into a sale before the lead expiration date in the rules and guidelines, you will be informed of the sale. For this lead program, there is no need to check the status of your lead, as you will be contacted upon a sale by the salesperson.
  4. ZEISS users and ZEISS external account (.ext) users can also check the status of a lead in either the SAP CRM and MS Dynamics CRM.  Click here for SAP CRM lead status and here for SAP CRM opportunity status, and here for MS Dynamics lead and opportunity status. Be sure to review the correct Excel tab associated with the lead finder program.