Mimecast Partner - Customer Upsell

This article explains the process for MSPs to create an upsell order.

Upsell Orders via the MSP Partner Portal

1. Log in to the Mimecast MSP Portal.
2. Click on the Menu option in the top left corner.

3. Click on Customers | Complete

4. This will bring up a list of your current customers. You’ll be able to find the customer for whom you wish to initiate an upsell order by either searching via the search bar at the top or by clicking on the first letter of the Customer's Name. Once you have found your customer, click on the Customer's Name to bring up their current information.

5. Click on the Change Options button to begin initiating an upsell order.

6. The Change Order screen will be displayed. Select the additional products to add to your upsell order.

7. On the top right side of the Change Order screen, you will see the Preview Change Quote box. This will show the products you have added, along with any current products or services.

Any changes to existing products will appear in the Changes to Existing Products box, which will reflect the modifications made.

8. If an MSP wishes to Upsell (increase) the number of seats for an existing product/service, this change can be updated in the Total Number of Seats box.

9. To increase the Number of Seats, please enter the total number of seats you wish to upsell.

For example, in this case, the customer has 682 seats and wants to add on an extra 18 seats. This means that in the Total Number of Seats box, a quantity of 700 would be entered.

10. Any change in the number of seats will be reflected in the Changes to Existing Products box. This will display the previous number of seats as a negative amount.

In the case of this example, Mimecast has removed the quantity of 682 seats and has replaced it with the new quantity of 700.

The Preview Change Quote box will reflect your new monthly total after your upsell modifications have been made.

11. Once complete, you can select from one of three options:

• • Press the Cancel button to Cancel the quote without saving.
  • Press the Save Quote button to Save your quote if you want to return to this later.
  • Press the Review Order button to Review the order before placing it.

12. The Review Change Order screen will display a Change Order Summary section displaying:

• • The MSP that changes apply to.
  • The Company Name.
  • The total number of Users, which reflects the increased number of seats.

In the Change Order Summary sub-section, you will also see a more detailed outline showing the:

• Product
• Term Type
• Prior Quantity
• Current Quantity
• Prior Unit Price
• Current Unit Price
• Prior Payment
• Current Payment 

13. To proceed, the MSP will select the two checkboxes at the bottom of the screen. This is to show that the Individual or Partner Representative/user acknowledges that the online order form is governed by the master service provider agreement and that the MSP who is placing this order has the authorization to place the order.

14. Once the two checkboxes are selected, a Submit button will appear at the bottom of the screen. Select this button to submit your upsell order.