Inside the TD SYNNEX Microsoft CSP Team – Jake Smith

"In this session, I am joined by Jake Smith, from our Microsoft CSP Operations team, who supports partners with post-sale queries, platform issues, invoicing, orders and reporting. We explore the tools and information available to help partners manage their CSP business more effectively, including:

• Creating and customising reports within StreamOne Ion
• Using fields, Azure tags, saved reports, CSV exports and API options
• Reviewing customer security posture through the SecOps area
• Using secure scores and recommendations to identify potential security improvements
• Finding customer opportunities at scale through Cloud Insights
• The information partners should provide when raising an operations query
• Avoiding order delays by checking charity, non-profit or educational eligibility in advance
• Ensuring the correct base subscription is in place before ordering an add-on

We also clarify when a query should go to CSP Operations rather than sales, with post-sale, billing, platform and order issues generally sitting with the operations team. This is a great episode if you want to improve your reporting, get more from the TD SYNNEX platforms or resolve CSP operational queries more efficiently. I hope you enjoy the conversation, with more to come in the series."