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Secure Services Training. Jeff Thon

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Secure Email

Services Training

(2)

Agenda

Sales Landscape

Target Prospects

Applications

Competitive Landscape

Product Definition

Network Drawings/Architecture

Demo

Features/Benefits

Sales Tools– Collateral, Website, Marketing Tools, etc.

Sales Procedure

Sales Procedure Overview

Implementation

Support

(3)

The 3 P’s

P

urpose

What Is This All

About?

What Are Our

Objectives?

P

rocess

How Will We Do It?

P

ayoff

(4)

Purpose – What is this all about?

By talking this course you will be able to:

Describe features & benefits of Secure Email

Services

Identify who to target with the correct solutions and

sell effectively within the competitive landscape

Apply the Sales Process for the EarthLink Secure

Email Services

(5)

Process – How will we do it?

Overall IT Services Training Development Plan

Pretest Questionnaire to Establish Baseline

Knowledge

Three Product Training Webinars

(6)

Payoff – What is in it for me?

By taking this course you will:

Enhance your ability to successfully sell EarthLink

Secure Email Services

(7)
(8)

That have less

than 100 users

Where IT feels that it

must own and operate

email system but has

limited CAPEX

That have small IT staff and may

still be on Exchange 2003. May not

have budget to upgrade to

Exchange 2010 and staff may not

be proficient or not trained on

Exchange 2010.

That need to have control for

custom features on mail

platform

That don’t require customization

or need to meet security

standards/compliance standards

(example industry segments with

HIPPA or Banking regulations)

That are concerned with

security and/or industry

compliance, or concerned

with sharing infrastructure

with other businesses

Targeting & Positioning for Email Hosting - SMB

Shared Email Hosting for

Businesses

:

That have greater

than 75-100 users

Dedicated Email Hosting for

Businesses

:

(9)

Businesses that are willing

to look for an alternative

to Microsoft Exchange and

willing to use open source

solutions and associated

flexibility

Business that still have MS Exchange

2003/2007, are CAPEX constraint, &

have small IT staff. EarthLink can

make it easy & less expensive to

migrate to Exchange 2010

Businesses that are used to MS Exchange

and are not willing to change their end

user experience with email, we can help

them save money by moving to hosted

application

Businesses that need all the

advantages of dedicated

email hosting, but is less

expensive than MS Exchange

Targeting & Positioning - SMB

Microsoft Exchange:

Organizations already using

Exchange that are looking to

migrate from onsite to

hosted

Zimbra:

Businesses that need

tight integration with

Outlook

(10)

10

Targeting & Positioning Dedicated Hosting -

Enterprise

Large organizations that need to reduce data center space, as a

way to migrate hardware & software at the same time.

Industries that have regulatory or compliance requirements that

need to be managed by customer

Businesses that have downsize IT personnel, dedicated email

hosting can provide email capabilities while still meeting end

user support requirements, with a reduced staff

For businesses that need customization or greater control over

users and mailbox thresholds

(11)

Targeting & Positioning - Enterprise

MS Exchange

For businesses that need tight integration between Outlook and

other MS tools, such as MS Dynamics, SharePoint etc.

For businesses that want to upgrade from MS Exchange

2003/2007 without replicating the onsite environment & CAPEX

Zimbra

If you see business that has had deep cutbacks in IT, their MS

Exchange license renewal is coming due and the business is

used to having open source platforms, then Zimbra may be an

attractive cost savings option to their current email platform.

If email in not a primary workflow platform, then this might be

(12)

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Targeting & Positioning – Enterprise

Remote Data Protection

Any enterprise where users store company-critical information

on their own machines, e.g., mobile users working offline.

For enterprises with a few small servers.

Not a good fit for backing up many large servers or databases,

where we would provide a custom backup solution.

Secure File Transfer Portal

Any enterprise with regulatory requirements for security or

which exchanges sensitive documents online.

Email Encryption, Email Archive

(13)

Virtuali-zation

Security

Email

Network

Support

Service Depth

Amazon

Rackspace

Secure Works

Perimeter

eSecurity

Windstream

CBeyond

Intermedia

EarthLink

Excellent Very Good Good Fair Low

(14)

Virtuali-zation

Security

Email

Network

Support

Service Depth

Amazon

Rackspace

Secure Works

Perimeter

eSecurity

Windstream

CBeyond

Intermedia

EarthLink

14

Infrastructure

as a Service

Security

Services

Email/Collabor-ation Services

Specialization

Connectivity

Services

Total IT

Services

Excellent Very Good Good Fair Low

(15)

Product Positioning

Overall EarthLink fares well when services are looked at

as a whole across the overall market

Looking at specialized positioning and just those

elements rudimentary to those specialized services

EarthLink fares okay, but

EarthLink isn’t likely not going to win the majority of head to

head larger deals in areas like Virtualization, Security and Email

There is a difference when looking at Specialized

(16)

Proprietary

d

16

Email Services:

Virtuali-zation

Security

Email

Network

Support

Service

Depth

Intermedia

Intermedia –

SMB Market

Strong as

growing its

portfolio around

its specialization

for the SMB

Strong as its

focus has

been SMB

Still very

specialized

EarthLink

The leaders in niches like Email/Collaboration that have focused on

SMB, will continue to be competitors. That said, their lack of broader

depth of services plays against them and opens the door for providers

addressing the SMB on more needs. These niche providers also lack

direct channel touch points with customers and loose that customer

advocate and hand holding through broader IT outsourcing needs.

No advantages

lost

(17)
(18)

Secure Email Services Products

Secure Email

Email Archive

Email Encryption

Secure File Transfer Portal

(19)

Secure Email Services

Secure Email is a hosted application that provides users with

enterprise-grade business features including calendaring,

contacts and document sharing capabilities while protecting

with powerful anti-virus and anti-spam

Platform Selections

Microsoft Exchange

Zimbra XWA

Options include

Email Encryption

Email Archive

Secure File Transfer portal

Upgrade your email services to enterprise-class

services and gain productivity and efficiency.

(20)

Shared and dedicated server options

Shared - turn-key simplicity

Minimum 5 mailboxes

5 GB storage per mailbox

Dedicated - customization

Minimum 50 mailboxes

Unlimited storage

Features

Email

Calendar

Address book

Collaboration (MS SharePoint)

Web access

Mobile phone support

Control Panel

Anti-virus

Anti-spam

(21)
(22)

Dedicated Server Option

Alternative to MS Exchange

No minimum on mailboxes

Unlimited storage

Features

Email

Calendar

Address Book

Documents (Shared Documents)

Web access

Mobile phone support

Control Panel

Anti-virus

Anti-spam

(23)
(24)

Secure Email Suite –

more than just email

It is really - Secure Communications, Collaboration and

Compliance.

Secure (S)

- because we use HTTPS, IMAPS, SMTPS, TLS

protocols, and/or MPLS, VPN networking and the Zix

Encryption application to provide secure access to email and

secure routing of email, from anywhere, anytime.

Collaboration –

we can help make your employees part of an

efficient team, giving them tools like shared address book,

shared calendars, shared documents and flexibility to work

from home and the road

Compliance –

Federal Regulations for Financial (GLBA, SEC,

NCUA), Health-care (HIPAA), FRCP and others... demand

security, encryption and archiving of email data.

(25)

Anywhere, anytime access of emails, contacts,

calendars and files

Increase productivity by collaborating securely with

coworkers, customers and suppliers

Save money by not having to purchase licenses,

backup software and antivirus software

Have experts maintain and manage your email

platform

Maintain security and reliability with a hosted

platform in a secure SAS 70 Type II enterprise-class

data center

Meet policy and compliance needs

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Antispam and Antivirus Filtering

Grey listing prevents spam floods

SPF checks matches IP address to domain

name

Valid user check prevents dictionary attacks

Real time black hole (RBL) subscriptions (known

spammers)

Black & white lists allow all or stop all

Spam-labeled email can be routed to users’ junk

folder on desktop or it is in quarantine on the

(27)

Encrypt sensitive data in email when required

Provide full content scanning for encryption

Control security policy

Recipient receives email and is required to enter

a password to open email

Manage policies for regulatory compliance

HIPAA

GLBA

SOX

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28

Benefits of Encryption

Protects company reputation and assets (

customers, intellectual property, etc.)

Regulatory compliance (HIPAA, GLBA, SOX,

State data security laws)

Avoids cost of major security breach

Communicate securely with business partners

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Email Encryption

Use Zix encryption service – largest email

encryption network

Greater than 30M users and growing at 50K new users

per week

Offer immediate seamless access to all users on

the Internet

Includes many of nations most trusted institutions

All US Federal banking regulators, NCUA, SEC, 20

(30)

Customer Branded Portal

30

30

(31)

Email Archive

Secure vault provides email preservation for

compliance and operational purposes

Archive records in original state

Search and retrieve archived emails based on

user name, recipient, date, time and subject

(32)

Customer branded portal for sharing documents

Sender and recipient are able to push and pull

documents securely to and from the portal

Up to 800 MB

Documents stored on site for specified time limit

Documents are encrypted for security purposes

(33)

EarthLink Business IT Services

Corporate Website

IT Services Sales Toolkit

Sales Guides

Customer Facing Presentations

Product Collateral

Case Studies

Training Courses

Competitive Information

Industry Learning Links

(34)
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(36)

Probing Questions

36

36

Describe your current email environment, likes and

dislikes? Number of Users? size of Mail Storage?

Mobile users?

Is there anything missing in terms of functionality

or security?

Do you have the IT staff to allocate to supporting

email?

Are you in an Industry that demands security and

privacy compliance?

Are you interested in getting your employees,

business partners, customers and prospects better

connected?

(37)

Sales Procedure Overview

Solution is proposed to customer with ITSC, AE and SE

ITSC will design & quote the solution. The solution will be reviewed with SE/AE

Send COP form to [email protected]

Fill out the Customer Opportunity (COP) Form with SE

Engage your SE and qualify the IT Services Opportunity

(38)

Post Contract Implementation

Onboarding specialist enters order into MOSS & scans contract into

system

Internal project meeting is held to assign Project Manager

Project Manager develops a preliminary project plan

Customer call is scheduled to discuss implementation plan

Weekly implementation review meetings are conducted with

customers on an as needed basis

SOC managers monitors & supports system to ensure all tasks are

completed

Completed order notification letter is sent out to customer upon

completion

Customer receives invoice from the MOSS system

(39)

Support Process

IT Services Support

Support

E-mail

Level 1 Support resolves issue and

sends correspondences back to customer via e-mail

Level 1 Tech Escalate to a level 2 Tech

Customer Service Opens up TT

Customer Service chooses the appropriate dept to forward e-mail too

for level 1 support

The Customer Service Rep reviews TT and assigns Dept, Category,

Severity & Scope in dropdown. Customer Initiates a e-mail

at

Support@EarthLinkIT.

com

or calls 1-800-957-4872 TT is automatically generated in MOSS from customer e-mail TT system automatically sends customer e-mail notification that TT

has been rec’d

End NOC/SOC

Manager reviews tt are being worked

daily

Gather Account authorized

contacts, customer acct number & Pin Customer Service

Rep escalates to Level 1 Tech and replies to TT notifying

customer ticket has been escalated to Level 1 support and sets ticket status to

in-progress

Level 1 support verifies category, severity and scope is

correct and If not they will set sub category

Level 1 Tech replies to TT notifying ticket has been escalated to

Level 2. and keeps ticket in-progress

Customer Services Rep. resolves TT and

sends correspondences back to customer via e-mail Yes

No

Level 2 Tech resolves issue and sends correspondences back to customer via e-mail

NO TF Number Is it a simple TT and can be resolved by Customer Service Rep?

Can level 1 Support complete ticket?

(40)

Setting Customer Expectations

Separate IT Services Invoice

IT Services Welcome Letter

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Businesses with > 15 users and less than 75-100 users, are

potential candidates for Shared Hosted Exchange

Businesses with >75 users or businesses in healthcare or

financial verticals that have compliance regulations such as

HIPAA or GLBA are very good candidates for Dedicated Email

Hosting.

Furthermore, those businesses in the healthcare and financial

sectors are even better candidates for Secure Email Suite.

Optional features such as Email Encryption, Email Archive

and Secure FTP Portal is key for Healthcare & Financial

Industries

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44

Where are you

running your

email application?

What email

platform are you

running?

Gmail, Zimbra, Exchange, others?

If on site, provide benefits of hosted Secure

Email service in a secure and redundant SAS

70 Type II data center.

If they already have hosted email, determine if they need an

upgrade from Exchange 2003 or provides benefits of security

that is inherent in ELNK SAS 70 Type II data center

(45)

Do you have the

IT staff to manage

and maintain your

email platform?

If no, EarthLink can provide secure, a reliable

Hosted Exchange 2010 service. You will have the

latest email platform, an expert IT staff to manage

& maintain all your updates & system patches. In

addition, you will have full system backup &

control of your email infrastructure.

If yes, probe to see if customer requires collaboration services or access

for their remote or mobile users. We provide collaboration services,

which include shared calendars, documents and address book with

Hosted Exchange 2010. There is active sync for mobile users as well as

Outlook web access for remote users.

(46)

Identifying Secure Email Opportunities

46

Why Secure

Email Suite. . .

Is the customer

is in the financial

or healthcare

verticals?

Potential candidate for Secure Email Suite

Customers that are regulated by HIPAA, GLBA,

SOX will benefit from ELNK’s Secure Email Suite.

Secure Email Suite not only has powerful

anti-virus and anti spam, but we also offer Email

Encryption, Email Archiving and Secure File

Transfer Portal to send large files securely.

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