Effortless data flow with your Salesforce CRM and Channeltivity's Channel Management. Configured in minutes, without IT.
Automate the flow of lead, deal registration and partner data between your Channeltivity Partner Relationship Management system (PRM) and Salesforce.com CRM to create a seamless experience for your sales organization. Reduce channel conflict through better management of direct and indirect sales.
Partner Training & Certification
Create, promote and automate the delivery of training materials, test and certify knowledge, and track partner progress.
Designed with the same focus on Channel and ease of use as seen throughout Channeltivity, deliver partner specific training and feedback in a familiar interface.
Provide secure, on-demand and configurable access to materials.
Quickly provide channel partners with secure, on-demand access to your most current sales and marketing content, while reducing the time and money you waste sending out materials. Powerful permissions enable you to control access to documents by partner, program role and more.
Channel Deal Registration
Manage approvals, increase pipeline visibility and collaborate with your partners.
Channeltivity’s ease of use makes partners want to register deals. Collaborate, attach files and review action items for on-track results. You gain visibility into the sales cycle and partner performance for on-target forecasting.
Channel Lead Management
Distribute leads to your partners and track their progress.
From within Channeltivity, manage the lead process from distribution to opportunity conversion. From the moment partners are assigned a new lead, you can easily track their progress to ensure follow-up, and offer support when needed to increase close rates.
MDF Co-op Fund Management
Manage marketing funds, approve fund requests and track ROI.
The MDF dashboard gives you real-time visibility into requests and funding activity so you can focus your time on partners that need the most support. Partners will have a simple and efficient process that encourages them to request funds, and then track and use them for revenue-generating activities.
Event-Based Email Notifications
Set event triggered email alerts for expiring MDF balances, unopened leads and more.
Keep your channel partners engaged with Channeltivity’s easy-to-configure email reminders. Set alerts for notification of expiring MDF requests and deals, unopened leads and much more.
Channel Partner Recruitment
Profile, vet and onboard partners, and view real-time reporting.
From within Channeltivity, use real-time data to optimize your channel reach and prevent cannibalization. Analyze the success of each partner with powerful reporting.
Partner Management Dashboard
Gain at-a-glance visibility into your channel partner's performance.
Your Partner Dashboard displays the real-time pulse of your channel program. Manage your channel objectively and efficiently with complete visibility into partner profiles and contracts, the recruitment pipeline, and partner performance analytics.
Joint Business Strategy Planning
Create joint accountability and drive revenue with aligned priorities.
Channeltivity’s configurable templates guide the process of building and reviewing detailed business plans with your partners. Once created, you and your partner can track progress toward your goals and quickly identify successes, and when a different direction is needed.
Partner Discussion & Collaboration
Encourage collaboration, get feedback and speed issue resolution.
Encourage partners to share their knowledge with other partners and provide feedback to help you improve your products and services. The online, secure forum can speed issue resolution, shorten the sales cycle and ease pressure on your support team.
Channel Management Portal
Engage and manage your channel partners with channel management tools that included targeted messages and content.
Your portal home page is the first thing your partners see when they log in to your partner relationship management (PRM) system. Anyone with clerical skills can manage and customize your portal content and target its delivery to the relevant partners.
Single Sign-On and APIs
Unify Your Channel Infrastructure
Seamlessly connect Channeltivity to the applications you depend on to run your channel program, from marketing automation to e-learning tools. Rid your team of the hassle of multiple passwords and disconnected data.