Channel Lead Management
Distribute leads to your partners and track their progress.
Manage the process from lead distribution to opportunity conversion, right from your Channeltivity Partner Relationship Management system. From the moment partners are assigned a new lead, easily track their progress to ensure follow-up, and offer support when needed to increase close rates.
Organize Your Lead Process
Enter channel partner leads easily by uploading them from a spreadsheet, linking to our API, capturing them on your website with our web-to-lead form, or by manually filling out the lead entry form in your Channeltivity channel management system. For organizations that use Salesforce.com as their CRM, Channeltivity Salesforce Edition enables channel managers to quickly assign leads to partners in Channeltivity from right within Salesforce.
Once the lead is in Channeltivity, track them through robust reporting that enables you to view unassigned leads, distributed lead status, and much more.
Simplify Opportunity Conversion for Your Partners
Notified of new leads by email, partners can then quickly view and update lead statuses and convert them to opportunities automatically when registering their deal. Partners can also download their leads and run reports on their lead history to help them better manage their sales process.
Integrate to Your Marketing Automation Systems with Channeltivity’s Lead Management
Work with your existing systems, such as Eloqua, Hubspot, Contact Contact, Mail Chimp or in-house systems to easily deliver the results of your in-bound lead programs to your partners.