|
Partner
& Affiliate Relationship Management (PRM)
If you want to enable your partners or affiliates to
login and manage their own leads, prospects, account, opportunities, projects, and
even accounting books. Well, we can set up Biz to do that for you.
.
|
|
|
|
• A single integrated Sales-Force - Now you
can integrate your independent sales force with your dependant sales-force, to get
a complete 360 view of all your sales interactions.
• Multi-Company & Multi-Currency - Support
for Multi-Company, who's employees can process transactions from their organization
using any number of foreign currencies.
• Commission Calculations - Calculate commission amounts due based
on payments made against invoices within custom pay-periods.
• Total Lead Collaboration - Now your partners can collaborate with
you on key sales leads. You can assign leads to partners to follow-up on, and because
you can track progress from the inside, nothing falls through the cracks.
Those days of sharing leads with partners and hoping they actually take advantage
of the opportunity are over. Now you're in control. You can even do such things
as outsource a sales-coach for key direct sales personal, and expose internal sales
data, helping your consultants help your staff.
• Expose Internal Business Records to Partners - Assign & Share Prospects, Accounts, Contacts, Opportunities, Cases,
and Projects. Because different business rules apply to different business
needs, Partner-Point adjusts with you. Sometimes you need to assign responsibility
ownership to a specific partner, with internal employee oversight, so they can follow-up
on that new opportunity or maintain that important account. Other times you simply
need to loosely share records with many partners in order to collectively track
details of a deal, or some other record.
• Enable Partners to Create New Business Records - Let partners create
new Leads, Prospects, Accounts, Opportunities, Cases, Contacts, and Projects that
relate to your business. With permission control rules, you can control access rights.
You can control everything from access to record creation. For example, you can
enable partners to create and modify new records, but not delete them. You can enable
your partners to create new leads, contacts, opportunities, prospects, accounts,
cases, projects, or any custom relationship you define.
• Contract Management - Combine PRM with Contract Management
and you can enable partners (as well as Internal and External Project Managers)
the ability to collaboratively work on Cases and Projects while keeping within the
boundaries of Contracts.
• Partner Sales Forecasting - Let partners forecast their
quarterly sales for items and revenue.
• Additional Benefits for Companies that Outsource - PRM
is also ideal for companies that do a great deal of out-sourcing, because it allows
them bring together their out-sourced services into a single cohesive virtual company.
• Easy to Use - No Training Required - We know what it
takes to make things easy to use. In fact most our customers switch to us after
frustrating user adoption experiences with other web based CRM products. Knowing
that partners aren't likely to consider training, we knew we had to make it
extremely easy to use - mission accomplished !
• Alerts Keep Everyone informed - When new
records are created or assigned, email alerts keep all parties informed. For example,
let's say you assign a new lead to your partner. Within seconds that partner will
receive an email to let them know that they have a hot new lead they have to take
care of.
• Total partner and affiliate business management -
If you want, you can even let your partners mange THEIR business through YOUR business
systems, all the way down to accounting. You can then see a consolidated view of
all books to get the big picture view if your entire ecosystem (assumes your partners
are only selling your goods and services)
|