Channel Joint Business Planning Module

The Joint Business Planning Module provides a configurable template that you can use to jointly create, edit and periodically review a detailed business plan with each partner.

Why do I need it?

Business planning with partners is one of the most effective ways to drive revenue. It creates joint accountability, which drives success. Documented and mutually agreed upon goals and strategies to reach those goals ensure everyone is marching to the same beat. Establishing clear objectives is the surest way to reach those.

What is it?

With this module, you can:

  • Build: measurable objectives, execution strategies and tactics, go-to-market plans, target account lists, scoring matrices, SWOT analyses, and more.
  • Review: see your partners’ results and analyze effectiveness of execution and lessons learned.
  • Manage Your Program: manage all program requirements developed jointly with your partners.
  • Configure with Ease: customize it just for your needs.

How will it help?

That which gets written down gets DONE! Bussiness planning is key to success your indirect sales channel’s success.

Your company has an overall expectation of net revenues to be generated from your sales channel partners. Partner business plans are the foundation of your channel revenue plan. Creating a joint plan:

  • Establishes accountability toward your overall channel sales goal
  • Sets measurable expectations with partners
  • Allows you to plan sales, marketing, training and other activities to help partners increase revenue
  • Easily checks progress against the plan
  • Ensures that you meet your targets
  • Gets new partners up and running fast, by planning the way forward before they sign on
  • "We needed a PRM solution that could seamlessly work within our global channel team structure. Channeltivity understood these needs and provided us a highly secure and configurable solution that allowed us to manage every specific program detail with ease."

    Jeff LaGroneSales Operations ManagerViewCast Corporation

Screenshots

  • Business Plan View
  • Editing a Plan
  • Flexible & Configurable