Features

Partner dashboard

Visualize your partners activities in the blink of an eye! Get a consolidated view of your indirect business including business plan, opportunities funnel, onboarding funnel, top partners and your own partner related tasks. You’ll also be able to see the key sales metrics that you and your partners need to track.

Business plan management

Achieve common goals through planning together

The joint Business Plan with your partners is a strong indicator of the health of your relationship and it should include :

Understand their goals
Alongside the quantitative metrics, it is useful to also monitor several qualitative metrics that will help you understand key elements of the partnership at a glance.

Create a marketing plan together
Develop a marketing plan together with your partners in order to boost sales. By working collaboratively on your marketing plan with your partner, you will increase brand awareness and grow your customer base faster. You will also be able to share best practices from other partners to improve efficiency and increase your ROI.

Lead management

Save time and build loyalty

Share with your privileged partners some of the leads that you have previously identified but do not wish to deal with directly. Motivate, reward and build loyalty with the partners who are the most committed or with those who have the highest potential.

Sales plan management

Keep your partners and sales team on the same page

Keep your partners and sales team on the same page 1 achieve common goals through planning together Create a sales plan for each of your product offering and set clear objectives for your partners to achieve. With our platform you and your partner get a permanent visibility of these objectives, allowing both of you to track performance and the business carried out in real time. The joint Business Plan with your partners is a strong indicator of the health of your relationship.

Co-branding

Make co-branding simpler Create and share a dedicated assets library  Create and share a dedicated assets library with your partners, so they can easily promote and sell your products, while you maintain control on your brand guidelines. With our platform, channel partners are able to customize your collaterals by adding their own logos, contact details or any text of their choice.

Deal Management

Track and manage the pipeline of opportunities declared by your partners.

Manage the business opportunities declared by your partners as closely as possible: they develop these opportunities according to the stages you have defined, you are notified and you can set the approval rules for each stage. You can also create a discussion thread specific to each deal.

Marketing Plan

Create a marketing plan together

Develop a marketing plan together with your partners in order to boost sales. By working collaboratively on your marketing plan with your partner, you will increase brand awareness and grow your customer base faster. You will also be able to share best practices from other partners to improve efficiency and increase your ROI.

Document sharing

Set up and share your documents safely

Share sensitive documents like contracts, invoices with your channel partners and start to collaborate with them on specific projects.

Task sharing

Create, manage and share your tasks internally or with your partners.

This module allows you to manage all the tasks related to your indirect activity, internally or shared with your partners who will then be notified and will be able to follow them, edit them, comment on them, add documents and reflect these same tasks in their professional agenda in one click.

Partner development

Cross selling opportunities

Increase channel revenue without the cost of new partner acquisition and onboarding by implementing a cross selling strategy and monitoring your cross selling opportunities within your partner portfolio, solution by solution.

Partner training

Offer relevant and on-demand training

Provide your partners with the training they need to win more deals. MyPRM offers access to an eLearning platform where you will be able to create and share your own training program in order to assess your partners’ knowledge. Test them with quizzes and reward their engagement with certifications.