Partner Information Management Solution

Both the Corporate and Enterprise editions can be set up in various solution-specific configurations to create the ideal system for your specific requirements:

• Resource Library & Partner Portal: Share centrailized sales support tools and documents internally and externally; monitor usage and provide secure document control through user permissions. 
• Partner Dashboard: Keep tabs on your partner community as it develops and grows. Track “vital factors” for each partner or potential partner by region, monitor recruitment status and pipeline, and assess technical qualifications and other support needs.
• Business Planning:  Help partners act on yours and their strategic goals with centralized channel business planning, aligned marketing and sales objectives, and an execution plan.
• Account Management: Manage follow-up and opportunities for target accounts as well as joint sales objectives through multiple views, individual and group views of tasks, and permission settings that ensure managers can access all of the information.
• Custom Addons:
  • Lead Management:  Keep track of and manage leads by classifying opportunities, categorizing sales stages and projecting WIN probability.
  • MDF Tracking:  Monitor Marketing Development Funds (MDF) and review campaign status, promotion costs, and joint contributions.