Deal Registration
Increase sales pipeline visibility, reduce channel conflict, and improve your partner satisfaction. Effectively engage partners in your deal registration program through an intuitive and collaborative sales management process. By providing partners an easy-to-use tool to register and track their opportunities, you can enjoy increased partner pipeline visibility and improved sales forecasting capabilities while reducing channel conflict.
- Customized Process. Your products and sales cycle are unique - so should be the form you use to capture and the work flow you follow to manage opportunities. We'll get you started with the basics, and then allow you to customize the forms, routing and work flows.
- Streamlined Work Flow. Each opportunity submitted is automatically compared against your program guidelines. For those that meet the criteria, a flexible set of automated review and approval routing, notifications and reminders reduce administrative overhead for you and the partner.
- Pipeline Reporting. Charts, graphs and gauges. You need them; PartnerPath has them. Review registration status, deal stage, pipeline of open, closed and expiring opportunities in the sales lead system console. You can drill down into any of the graphs for specific opportunity status or partner details.
- Salesforce.com Opportunity Link. Extend deal registration capabilities to all your partners-not just a select few. With no per-user license fees, the Sales Lead module can be affordably deployed to all your partners—giving you a complete view of all the opportunities in the field. Information submitted by partners is stored in your existing Salesforce.com database, allowing you to easily access, analyze, and report on your combined direct and indirect pipeline data.
