Salesforce Application
Salesforce Application
Our Deal Registration is part of our overall Salesforce Platform Application, not an integration into your CRM. Your CRM Admin team will love how easy it is to deploy, and set-up is in hours, not days or weeks. Keep all of your customer data in your CRM, including the opportunities that are being driven by your channel partners.
Web Application
Web Application
The companion web application provides both you and your partners with an easy to navigate interface to easily manage partner users and levels of access, opportunity information, reports and other tools to help you both work together to make your deal registration a seamless and frictionless process.
Two-tier Distribution
Two-tier Distribution
Many of our customers have multiple parties that are involved in deal registrations. Our application provides full visibility for each of these parties and supports both open and named processes. Your able to see both parties associated with the deal right in your Salesforce CRM.
Our Deal Registration Product Also Offers
These Features
EZ Update
EZ Update
Move your partner pipeline communication out of email and into your CRM. Your partners are able to provide deal updates from any web-enabled device, even their cell phones. Our purpose built secure-link allows the partner to directly access the registration in our application quickly. The updates sync directly to your CRM and provide the internal opportunity owner with an alert.
Deal Coach
Deal Coach
Provide your partners with everything they need to close opportunities while they are working on the deal. Use your outbound message alerts to put key sales tools in their hands when they need it.
Auto Registration: Opportunity to Partner Assignment
Auto Registration: Opportunity to Partner Assignment
For those times when you have a direct driven opportunity that you want to engage your partners in, our application allows you to create a registration from your opportunity and notify your partner in one easy step.
Additional Programs Using the Dynamic Forms Program
Additional Programs Using the Dynamic Forms Program
Do you offer multiple Partner Programs to your partners? You can easily add on additional programs with different rules and data flows so that each partner program manager has a unique view of all of the aspects of their opportunities.