Collaborating with your business partners is the quickest way to increase your channel sales. By facilitating joint marketing campaigns, order processing, lead management and sales forecasting, you can boost partner loyalty and expand reseller-based revenue. We offer a partner relationship portal that does all that.
Through our CRM software, your partners can access a full library of your marketing and sales collateral, such as product photos and descriptions, brochures, fact sheets, conference presentation materials, FAQs and more. By providing your partners with everything they need to sell your products and services, you are making it easier for them to close the deal.
Making and Tracking Orders
Partners can quickly and easily log into the B2B portal to make and track their orders rather than having to call you. Less time spent on the ordering process means more time developing leads and converting them to sales. It also means that you can see real-time all of your partners’ leads, orders and sales activities.
Manage Product Updates and new Releases
Instead of letting each partner know individually of any changes to existing or new products and services, you can now put this information in the partner relationship CRM portal. This can include a product’s release date and support information, important updates about a product version, or detailed descriptions of adjustments and maintenance agreements.
Your partners can use the portal to input and track all leads, which allows you and them to easily view conversion rates and returns on investment. You can both brainstorm solutions together based on the information, as well as set up promotional offers and review forecasts.
Full Integration with Your existing CRM
The partner relationship CRM portal is fully integrated into your existing CRM, making it easy for your staff to access and update the portal regularly and easily. Information sharing between employees and partners goes two ways, allowing partners to connect with employees as easily as it takes to have employees respond to partners.