Channel Lead Management And Distribution Module

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?

Managing and distributing your leads through a partner relationship management system can streamline the process and prevent errors that may occur with manual systems. Ensure no leads fall through the cracks or get assigned to multiple partners with Channeltivity’s lead management and distribution module:

• 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 leads, statuses and convert to opportunities automatically when registering the deal
• 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 systems. Help nuture 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. Ensure the leads you are producing for your partners are highly qualified leads to keep your partners happy and to focus your lead generation resources. After all, good leads make happy partners, and happy partners generate more revenue.

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
• 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 quality 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.

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