Simplify deal registration for partners
Fast and painless deal registration
Eliminate painful manual deal registration. Our intuitive deal registration feature gives you and your partners the ability to register deals in seconds, with real-time confirmation of acceptance.
Comprehensive pipeline insights
No more tedious check-in calls on deal progression. Get real-time updates on lead progress from both sides, as well as identify relevant MDF campaigns that generated opportunities.
Seamless CRM integration
Eliminate channel conflict and confusion by aligning your PRM with your CRM. Ensure deal statuses mirror one another, and instantly notify partners of lead disqualifications or rejections, providing clarity and transparency.
Guided selling with Sales Coach
Enhance partner efficiency by offering tailored materials aligned with deal progress. Sales Coach allows you to incorporate playbooks into the deal timeline, ensuring partners have easy access to resources tailored to the prospect's industry and stage in the sales cycle.
Pipeline control through notifications
Stay in the loop with deal creation and updates through email or push notifications. Customize notifications for all partners or specific groups, ensuring transparency and collaboration among all stakeholders.
Seamless deal registration migration
Streamline your deal registration process by transferring existing fields and variables into our platform, making life easier for you and for your partners.
Transparency for partners
Partners can track deal progress as you approve or modify statuses in the platform or your CRM, providing them with real-time insights and control over their deals.
Comprehensive program insights
Registering deals within the same platform as partner training and prospect interactions allows you to gain a holistic view of your program's performance, identifying strengths and weaknesses.
Automated partner journey notifications
Leverage partner journey automation to receive notifications based on partner actions or inactions within the portal. Stay informed if a partner hasn't updated a deal within a specified period, allowing for timely intervention and updates.