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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)

 

Want to know more about how we can automate your business? Give us a call or  or schedule a hands on demo.

BizAutomation.com CRM + Business Management e-business suite - Entire Module List

CRM - Customer Relationship Management .. ERP – Inventory, Purchasing .. Fulfillment / Project- Management .. H.R. –Time Sheets, Expense, Leave..
E-commerce & Order Entry .. Survey Management … PRM - Partner Relationship Management .. Contract & Document Management ..
Financials – Invoicing, P.O.s .. Enterprise Portal – Extranet .. Customer Web Traffic Analytics .. BRM Business Relationship Management ..
Contact Management Software Outlook CRM Integration Customization Customer Tracking / Web Analytics

 

Aug 21st 2006 BizAutomation business management software and sales force management software brings our efficient sales management system to your company. Whether you're using Outlook or Outlook Web Access to manage your web based CRM, BizAutomation.com is your committed automation partner.

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