Channel Operations

Partner Portal Best Practices: What to Get Right Before Partners Log In

The answer rarely sits in the software. Most partner portal best practices conversations focus on what to buy. Almost none focus on what happens between the purchase order and the first successful login, which is

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What Is Portal Sprawl? The Hidden Balance-Sheet Problem Behind Partner Operations

Most organizations can count their vendor portals. Far fewer can quantify how many hours those portals consume through status checks, duplicate data entry, approval follow-ups, and manual reconciliation. That is where portal sprawl becomes more

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Does Deal Registration Create Leads or Opportunities in Salesforce? (You’re Asking the Wrong Question)

It feels like a technical question with a right answer. Both objects exist. Both technically work. Salesforce itself doesn't pick a side. So you either ask a consultant, find a 10-year-old blog post, or go

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Deal Registration vs Deal Management: What Most Channel Programs Get Wrong in 2026

That gap usually is not about partner effort. It is about what happens after a deal is identified: how it gets registered, reviewed, approved, tracked, and followed up on. Deal registration gives partners a way

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