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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.
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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.
• 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) |