Partner Management Software Features

Access Controls/Permissions

Regulate who can view and use the system by setting permissions and issuing passwords

Channel Management

Ability to see leads received from various distribution channels in one place

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Content Management

Creating, updating, monitoring accuracy, and ensuring brand consistency for all written materials that are distributed to stakeholders.

Customizable Branding

Add customized logos and colors to the interface

Deal Management

Defines specific deal parameters to negotiate and secure deals

Lead Distribution

Route and distribute your leads to third party buyers

Lead Management

Store information about leads and contacts and track them through the sales process

Onboarding

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Partner Portal

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Performance Metrics

A set of indicators that tracks how well an organization, a division, or a particular project are performing

Training Management

Track employee/learner's progression through training programs

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