Deals Registration Management
Streamline Deal Registration
Provide partners with a simple, guided process for registering new deals and ensuring all necessary information is captured from the start.
- Enable partners to register deals with detailed customer and opportunity information.
- Automatically pre-populate deal fields with data from associated contact, account, and opportunity records to save partners’ time.
- Allow partners to add new contacts and accounts directly from the deal registration page to simplify the process.
Reduces administrative friction and speeds up the deal registration process, allowing partners to focus on selling.
Automate Deal-Based Workflows
Automate the entire deal lifecycle, from submission and approval to real-time tracking of deal status and related tasks.
- Automatically generate and trigger approval workflows based on predefined criteria.
- Configure the system to automatically notify partners when a deal is approved, rejected, or reopened.
- View a complete history of all deals in one centralized list, which can be filtered and sorted for easy access.
Increase sales velocity by providing a clear, automated path for deals from registration to closing.
Prevent Channel Conflict
Protect your partners and your business with a transparent, defined process for deal approval that reduces conflicts.
- Set up a real-time system to check for duplicate deals, ensuring unique opportunities are registered.
- The system automatically identifies potential conflicts by cross-referencing new deals with existing ones.
- Gain a consolidated, real-time view of all deals to identify and resolve conflicts before they impact sales.
Protecting partners’ investments and providing transparent deal management improves partner satisfaction and loyalty.
Flexible Price Book and Product Management
Manage product and service information effortlessly and create flexible price books to align with various partner types and programs.
- Store comprehensive product and service data, including SKU, price, and version information.
- Create custom price books with unique pricing and commission rates for different reseller or affiliate partners.
- Associate products with specific categories and solutions, defining their eligibility for different incentive types like MDF or rebates.
Increases pricing flexibility and control, enabling you to tailor product offerings and incentives to specific partner needs.
Robust Data Management and Reporting
Access powerful data management tools and comprehensive reports to analyze deal performance and optimize your channel strategy.
- Export deal records into Excel format (CSV or XLSX) to integrate with other business intelligence tools.
- Utilize advanced search and filtering to find specific deals, contacts, or accounts based on various criteria.
- Create and save custom views and reports to monitor your sales pipeline and track key performance indicators.
Enhances business insights and decision-making by providing a holistic, data-driven view of your sales channel.
