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Managing your indirect sales team more effectively and accurately in concert with the direct sales team is critical to business success. Partners can manage assigned leads through an easy-to-use partner web portal or mobile application where they can register and manage deals, use vendor-driven qualification tools, generate more accurate quotes, securely collaborate and monitor sales pipeline. With this modern best practice, learn how to streamline execution to improve revenue generation by your sales channel by automating the end-to-end process of managing and assigning leads.
Secure rules-based assignment of leads to channel partners using location, product, customer size, strategy, and more.
Partners review and accept leads using pre-configured assessment templates.
Partners qualify and score leads with vendor-created assessment tool. Request vendor support as needed via secure collaboration.
Partners configure and price quote by applying approved pricing and discounts. Share proposal with prospects and manage interaction.
Partners register deals for vendor review and approval. Collaborate with prospects to confirm purchase interest and convert qualified leads to opportunities.
Vendor reviews and accepts opportunities and notifies partners over secure social network.