Channel Business Planning Module

The Business Planning Module provides a configurable template that you can use to create, jointly 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.

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 at hand when its needed.

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 analysis and more.
  • Review: see the results of your partners and analyze effectiveness of execution and lessons learned.
  • Program Management: manage program requirements.
  • Easily Configurable: customize it just for your needs.

How will it help?

That which gets written down gets DONE! Channel planning is key to that success.

Your company has an overall expectation of net revenues from the channel. Partner business plans are the foundation of your Channel Revenue Plan. Creating a joint plan:

  • Establishes Accountability toward your overall channel goal
  • Sets expectations with partners that you can measure against
  • Allows you to plan sales, marketing, training and other activities to help partners grow 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