Business Planning Module

Why do I need it?

Business Planning with partners is one of the most effective ways to drive revenue, but as your number of partners increase, manual systems can become difficult to manage and important information tends to get lost and forgotten or isn't to hand when its needed.

What is it?

The Business Planning module provides a customizable template that you can use to store a detailed business plan for each partner

• A living and breathing document to help you drive revenue through your partners
• Record sales, marketing, training and other activity plans for the period
• Easy to update as things progress
• Easily Configurable for your needs

How will it help me increase revenue?

Revenue Growth

• Set and agree goals and expectations with partners that you can measure against
• Plan sales, marketing, training and other activities to help partners grow revenue
• Easily check progress against the plan
• Ensure you meet your targets

Channel Development

• Get new partners up and running fast by planning the way forward

How do we purchase it?

Channeltivity is available in modules so you can purchase whatever you need now and add more tools and functionality as you require it.

Speak to us now and we can have you up and running in days.

Learn more about each module:

• Partner Dashboard
• Partner Portal & Resource Library
• Business Planning
• Field Engagement
• Lead Management
• Deal Registration
• MDF Automation
• Partner Forum

Why buy Channeltivity?

• Specifically designed for Channel Management to help you drive revenue through your channel
• Provides sophisticated management tools for you and your team
• You can be up and running in days with a professional, branded partner portal
• Fully hosted solution, SaaS (Software as a Service) to provide 24X7 access for you and your partners at an affordable price
• Sophisticated partner tools and resources to offer you competitive advantage
• Grows with you — modular, so you can buy what you need now and add more functionality as you require it
• Integrates with your existing systems such as SalesForce

Screenshots from Business Planning Module