Channel Lead Management Module

Distribute Leads to your partners and manage the lifecycle – start to finish.

Why do I need it?

There is no better way to demonstrate value to your partner than sending them business. You need to ensure that the valuable leads you send to a partner are getting the attention they deserve. Measuring the conversion of lead to opportunity by lead source is critical.

This module does just that.

What is it?

Channeltivity's Lead Management Module provides you with the tools and information for you to manage the whole lead process easily and effectively – from distribution to opportunity conversion.

How does the Lead Management Module Work?

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:

  • Enter leads easily by uploading from a spreadsheet, linking to our API or by manually filling out the lead entry form
  • Partners are notified of new leads by email
  • Partners can view, open, download their leads, and run reports on their lead history
  • Partners can update lead's status and convert to opportunity automatically when registering the deal
  • Enables you to view unassigned leads, assigned leads and breakdown graphs by source, partner and opportunity
  • Run reports to view leads by status, partner assignment or date
  • Integrate to Marketing Automation Systems such as Eloqua, Hubspot, Constant Contact, mail chimp or in house system, you can nurture leads for your partners

How will it help?

Leads cost money to generate, nurture and convert. The lead management module will give you the control and visibility you need to measure the results and effectiveness of your channel marketing activities.

It will also help you measure the engagement of your partner to spot trends in partner performance.

  • Keep track of distributed leads to ensure follow up
  • Ensure partners follow up opportunities and drive your channel revenue
  • Good leads make happy partners, and happy partners make more revenue
  • Get increased closure rate with better leads process – Time kills all deals
  • Improve your lead generation by utilizing feedback
  • Get partners up and running quickly by providing leads

  • "Channeltivity was easy to implement. We were up and running within weeks and partners say it's easy to use. It was more cost effective than trying to use our CRM and provides everything we need to manage our channel now and as we grow."

    Greg MoranFounder and CEOChequed.com, Inc.

Screenshots

  • Lead Administration Dashboard
  • Lead Entry (Administrator view)
  • Lead Report (Administrator view)
  • Lead Dashboard (Partner view)
  • Lead Details (Partner view)
Want to learn more? Sign up for a demo