Deal registration, pipeline and co-selling
Partners register deals through your portal. You approve them against rules you set, see likely conflicts before you decide, and forecast from real partner activity.
Partners register the deals they are working: prospect company and contact, estimated value, expected close date, products being sold, and attachments if you require them. You approve or reject with a reason, and can register deals on a partner’s behalf. Approval starts the partner’s protection period.
Partners know their deal is protected, and you get early sight of pipeline you would otherwise never see.
Set the rules: how long a registration lasts, whether small deals are approved automatically, whether attachments are required, whether conflicts are checked, and who is notified.
Program rules are enforced consistently, not remembered individually.
When a new registration looks like one already on file, you see the match before you decide.
Fewer channel conflicts and fewer arguments between partners.
Staff and partners comment on a deal, and staff can mark a comment internal so the partner does not see it. Partners mark deals won or lost.
The conversation about a deal stays attached to the deal.
See all partner deals as a board with a column per stage, or as a list, filtered by stage and partner. A forecast view and configurable stages complete the picture. Partners get a pipeline view of their own deals.
A forecast built on real partner activity.
Maintain a catalog of products and price books, and limit price books to groups of partners. Deals can be priced from the catalog, which feeds the value figures in reports.
Deal values are consistent and comparable across the program.
Book a demo and we’ll walk you through deals and pipeline in the admin and partner portals.
