Field Engagement Module

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Why do I need it?

Do you wish that you could work as a totally coordinated sales team with certain partners so you could identify new opportunities and collaborate fully through the sales cycle to ensure closure in target accounts?

What is it?

The Field Engagement module is a sales automation tool that you and your partners can use to manage activity on opportunities within target accounts.

Enter and assign opportunities in target accounts
Assign sales activities to you or your partner's sales team to drive the sales cycle
Track, monitor and measure joint activity
Manage progress against each opportunity
Customize sales reports by partner, target accounts, industries, territories and more

How will it help me increase revenue?

Revenue Growth

Work as a powerful, coordinated team with your partner to drive sales through target accounts and ensure success
Close deals fast with on-demand analysis and guidance

Channel Development

Attract new partners by offering collaborative support on opportunities

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:

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 Dashboard

Dashboard

The dashboard gives you an overview of all your channel partner engagement programs, including sales tactics, activity history, and program performance.

Programs List

Programs allow you to segment your channel partner engagement by geographic region. The Programs view shows a breakdown of partner participation, pipeline, and activity.

Program Overview and Partners List

As you drill down into a specific program, you can see the breakdown of partner pipeline and activity in the partners list.

Partner Overview and Target Accounts List

Keep track of each target account including pipeline, activity and sales tactics.

Opportunities List

Report on your channel partners' sales opportunities and track your channel pipeline.

Action Map

Keep everyone accountable by assigning sales tactics and tracking their completion in the action map report.

Activity History

View target account touch points and channel sales activity with the activity history report.