Feature / Pipeline Management
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Real-time insights into your entire partner sales pipeline
Create your own deal pipeline stages to match your own workflows so you can monitor opportunities consistently across all your partners.
Partners have intuitive easy to use drag n’ drop interface to move deals through stages, or a detailed deal dashboard to work through deal requirements. Filter pipeline by partner or date range and export to csv.
Access detailed reporting on your entire partner sales pipeline including snapshot of current pipeline by stage, customized weighted pipeline reporting, reporting by top open opportunities and reporting by time period. Filter by partner and date range.
Invite, approve, reject and negotiate with partners to join your program. Easy for you, easy for your partners.
Access all opportunities from partners in one source and give partners a platform with the tools to win you customers
Track partner opportunities by stage and access detailed reporting and analytics on your partner sales pipeline
Provide partners the tools - trackable links, coupons, lead forms, to generate leads and track & measure performance
Payouts owed to partners are calculated based on the rules you set. No more manual tracking - better than spreadsheets, isn’t it?
Share resources, guides and announcements with your partners to support their sales efforts
Relavate slots into your familiar processes with no-code integrations into your existing software tools and apps
Access instant reports on your pipeline, open opportunities and insights on closed won or lost leads
Provide your partners the tools to sell your software and take complete oversight over partners activity and sales pipeline, while you get all the data integrated back into your existing systems
