Partner Management Features and Functions
Partner relationship management systems provide tools to automate a business strategy between vendors and their partners in order to improve communication and collaboration by developing, launching, tracking, and refining partner programs and operations in the areas of sales, marketing, customer service, and other enterprise business functions.
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- Preconfigured partners home page and data records
- Preconfigured partner list views
- Partner record subsets based on user-definable filter variables
- Multiple partner data record layouts that can be defined to handle partners with different processes and data needs
- Workflow engine that is available to help implement best practice partner management activities
- Association (hyperlinking) of account data records with partner records
- Association (hyperlinking) of lead data records with partner records
- Association (hyperlinking) of assigned opportunity data records with partner records
- Automatic assignment of lead records to an appropriate partner based on user-definable rules
- Automatic notification of the assigned partner regarding the new lead
- Variety of predesigned partner management reports that are available for immediate use
- Variety of predesigned partner opportunity management reports that are available for immediate use
- Predesigned partner performance analytics (charts and graphs) that are available for display on dashboards and reports
- Partner web portal with login that provides on-line access to information
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Opportunity, Contact, and Contract Management Features and Functions
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