Partner Management Features and Functions
Partner management is also refered to as partner relationship management (PRM). A partner is someone or an entity that works in association with someone else towards a common goal. PRM includes different tools and strategies to manage the communication between companies and their partners.
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- Pre-configured partners home page and data records
- Pre-configured partner list views (partner record subsets based on user-definable filter variables)
- Multiple partner data record "layouts" can be defined to handle partners with different processes and data needs
- A workflow engine is available to help implement "best practice" partner management activities
- Assigned account data records can be associated with (hyperlinked to) the partner records
- Assigned lead data records can be associated with (hyperlinked to) the partner records
- Assigned opportunity data records can be associated with (hyperlinked to) the partner records
- Automatic lead record assignment to an appropriate partner based on user-definable rules
- Automatic notification of the new lead to the assigned partner
- A variety of predesigned partner management reports are available for immediate use
- A variety of predesigned partner opportunity management reports are available for immediate use
- A variety of predesigned partner sales reports are available for immediate use
- Predesigned partner performance analytics (charts and graphs) are available for display on dashboards and reports
- Partner Web Portal
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Sales Applications Features and Functions
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