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Partner Relationship
Management (PRM)
- Welcome to "Partner-Point", where
business gets done.
Where Sales-Force-Automation (SFA) is all about managing your direct
sales-force, Partner-Relationship-Management (PRM) is all about managing
your indirect sales-force and business partners. BizAutomation PRM seamlessly integrates with BizAutomation SFA to give you a 360 degree
view into your business channel. By automating your sales interaction
with partners through PRM, you're not only making it easier for your
partners to do business with you, you're strengthening your ties with
your ecosystem helping to insulate you from competition. Combine
Partner-Point and pro-active lead generation, and you have an excellent
way to attract new partners.
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• 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.
• 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 to
Partner-Point. 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. • Content and News Home Page -
Keep your partners coming back with updated content
relevant to them, by turning on the home page tab, that links to site
content such as dash-boards, and share-point portal services, right from
within the main portal. |