Channel Deal Registration Module

The Deal Registration Module provides the tools for managing approvals, collaboration and forecasting for your channel programs.

Why do I need it?

The Deal flow is the ultimate measure of a channel program's success. You need visibility and the ability to collaborate on deals. As your partner base grows, your partners will also want protection for the deals they are working.

Managing this on spreadsheets simply won't scale and CRM systems are configured for your internal sale process. Deal Registration works in conjunction with your CRM providing you deal approval control, collaboration tools and a staging area to align deal quality with your internal forecasting criteria before importing into your CRM.

What is it?

The Deal Registration module provides a secure portal where:

  • Partners can quickly and easily register their deals online to gain deal protection
  • You can approve deals, monitor progress and view your channel sales pipeline
  • You and your partners can collaborate on deals, attach files and track action items
  • You can forecast channel pipeline value
  • Registered deals flow through to the Partner Dashboard to monitor individual partner performance

How will it help?

  • Partners will be more likely to take your product into a sale knowing they get protection and support
  • Creates trust and strengthens your relationships with partners
  • Avoids channel conflict and protects against margin erosion
  • Improves your visibility of the sales pipeline
  • Enables you to support partners when they need it
  • Objectively measures the sales cycle and effectiveness of partners
  • Captures partner performance against plan so you can identify what is working
  • Provides a positive environment to attract new partners
  • "Now we have complete visibility into our partner sales pipelines. Best of all, we have actionable data on how channel programs are performing and can tune our programs to maximize our channel performance."

    Greg MoranFounder and CEOChequed.com, Inc.

Screenshots

  • Deal Registration Screen (Partner view)
  • Deal Registration Dashboard (Administrator view)
  • Flexible & Configurable