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• Manage all the OTHER Relationships that matter to your Business
- Different companies have different relationships. For example,
a Law firm might find it very important to track referral attorneys, court houses,
and clients, whereas a distribution company may need to track suppliers, wholesalers
and retailers.
• Custom configure page profile according to the relationship
- Different relationships may need different fields. Continuing our
example of the Law firm, we can say that tracking a Social Security number (U.S.)
might be important to an attorney for a Client record, it would be not be relevant
to have that field within a Referral Partner form.
• Define Sub-Profiles Beneath Relationships - Let's say you have a relationship called "Partner". By sub-profiling
partners into Distributors, Wholesalers, and Retailers separately rather than collectively,
you'll be able to more granularly manage your entire business relationships.
• Inter-Company Associations - Associate
Organizations to one another based on their relationship. Create parent companies
from child companies, and visa versa, then later report on the "Ecosystem"
to expose those inter-relationships.
• Partner Relationship Management (PRM) - Through
Partner-Point PRM, you'll be able to manage all your indirect sales-force and business
partners, using the Partner Portal. Expose records from the inside to the outside,
and visa versa. more.....
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