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Perfect Your Deal Registration Process in 7 Steps
Follow these seven steps to develop an airtight deal registration process that engages your partners and drives channel revenues.…
Liz Melton
May 22, 2024 • 10 min read
Perfect Your Deal Registration Process in 7 Steps
Trending Channel Topics
Partner Engagement: What it is and ways to improve it
Partner Engagement: What it is and ways to improve it
Learn practical ways to strengthen partner engagement through better recruitment, enablement, incentives, communication, and feedback.
Read moreWhere to find new B2B Saas Partners in 2026
Where to find new B2B Saas Partners in 2026
Discover practical strategies for finding and recruiting high-value partners that can strengthen your ecosystem and drive sustainable growth in 2026.
Read moreWhat Is a Self-Service PRM?
What Is a Self-Service PRM?
A self-service PRM is key to scaling your partner program. Learn what benefits you can look forward to and how to pick the right one.
Read moreDeal Registration Best Practices
Deal Registration Best Practices
The overarching best practice in deal registration is to design your process with partners’ interests in mind, and they’ll register deals without too much prompting from you. If a partner’s relationsh…
dana • 4 min read
How to Do a Partner Program Audit
How to Do a Partner Program Audit
Audit your partner program to level up your channel and create sustained growth in tough economic environments.…
Liz Melton • 11 min read
HubSpot and Channeltivity PRM Integration Overview
HubSpot and Channeltivity PRM Integration Overview
Channeltivity’s HubSpot Edition provides point and click connectivity between your PRM and HubSpot CRM, so your channel team gets all the benefits of a powerful PRM while other stakeholders within you…
Justin Romero • 2 min read
Release: Automatic Deal Assignment & more
Release: Automatic Deal Assignment & more
Our next release is going live tomorrow Wednesday, June 3rd and includes the ability to automatically assign new Deal Registrations. Here are the details: Automatic Deal Registration Assignment In man…
zach • 2 min read
Release: Two-way Salesforce Sync of Deal Registrations
Release: Two-way Salesforce Sync of Deal Registrations
The next release of our PRM solution contains a new two-way Salesforce sync of Deal Registrations along with a number of other useful features. It is going live tomorrow Thursday, December 11th betwee…
zach • 3 min read
Release: New Deal Registration Access Level
Release: New Deal Registration Access Level
Our next release contains a new deal registration access level is going live tomorrow Friday, November 7th between 5 am and 7 am EST. Here are the details: New Deal Registration Access Level for Partn…
zach • 2 min read
Release: New Notifications, Deal Expiration & More
Release: New Notifications, Deal Expiration & More
Our next release is going live Monday, October 20th Thursday, October 16th between 5 am and 7 am EDT and contains a number of improvements around Deal expiration, email notifications and visibility/re…
zach • 2 min read
Best Practices for Business Planning in the Channel
Best Practices for Business Planning in the Channel
No one likes planning, right? But we might as well face facts: joint planning with partners as part of your channel management strategy is a critical best practice, and vendors that make the effort ar…
dana • 2 min read
PRM Best Practices: Increasing Partner Engagement with a Partner Portal
PRM Best Practices: Increasing Partner Engagement with a Partner Portal
Increasing partner engagement is an ongoing effort theme in many channel programs. In this article, we’ll explore key strategies to increase engagement across your partner base. This is the first in o…
dana • 3 min read
In the News: Easing Deal Registration Management
In the News: Easing Deal Registration Management
Our customer ForeScout Technologies Inc. was featured with us in TechTarget’s latest article on deal registration software. Deal registration programs have traditionally proven to be a headache for bo…
dana • 1 min read
Release: Salesforce.com Field Mapping & More
Release: Salesforce.com Field Mapping & More
The next release of our PRM software will be going live Wednesday, December 4th. View the release notes video or read the details below.…
zach • 1 min read
The Key to Channel Success: Managing Channel Conflict
The Key to Channel Success: Managing Channel Conflict
Managing channel conflict can be challenging for anyone. But being able to manage it can make a huge difference. A few years ago, my largest partner and I met with my executive team to solve the chann…
stacy • 3 min read