Professional Documents
Culture Documents
Convenience
Channeling Better
Partnerships
Through Partner
Portal
Vision Document
Contents
Relationship Augmentation with Your Channel Partners Through Partner Portal 5
Connect with Partners and Manage Them in a Digitized System 5
Dedicated Platform with Secure and Automated Environment 5
Challenges that a Partner Portal Meets 6
Group and Role Management 6
Partner Performance Management 6
Asset Management 6
Program Management 6
Dynamic Content Management 6
Marketing and Sales Forecasting 8
Business Analytics 8
Use Case 9
Client 10
Natural Practice 10
Core Requirements 11
Information Sharing 11
Interaction and Communication Point 11
Invoice Processing 11
Case Generation 11
Quotation Processing 11
Managing Orders 12
Partner Document Sharing 12
Solutions That a Partner Portal Modules Renders 12
Solution in 4 Categories 12
1. Sales 13
2. Marketing 14
3. Logistics 15
4. Support 16
If you are a several-million-dollar company, your workflow significantly. Your partner portal
Natural Prac�ce
The enterprise is managing all these partners through
the CRM and lacks all the functionalities to manage all
sorts of partner activities. Thus there is a need of a
Customer portal that can help the business to
streamline the business.
Invoice Processing
Portals are more secure as compared to the emails, hence, sending invoices through
the portal is a better options. Sending invoices via email also generates a big thread
whereas on the other hand, portals process the invoices in real time and in a systemized
manner.
Case Generation
Partners often need to create a case and want to share it with the enterprise. These
cases can comprise various suggestions, use cases or any other information. Here, Part-
ners do not have access to the CRM cases module and it also cannot be generated in
the emails. Thus, it demands a new solution where partners also can generate cases.
Quotation Processing
Partners have to process numerous quotes for all the products and orders. Hence pro-
cessing these quotes via emails make thing messed and sometimes confusing. Portal is
a well defined system to manage quotes in an organized manner.
Solution in 4 Categories
A dedicated Partner Portal where you will find valuable information and resources
organized into 4 categories as per the resource needs.
1. Sales
2. Marketing
3. Logistics
4. Support
• Promotions
With partner portals, partners receive all the updates along with
useful information about the promotions and campaigns run by
the organization. Admin can add all the information related to
such activities and share it with the partners. This module helps
them to streamline their work approach that helps them to strate-
gize their sales and product focus.
2. Marketing
Under this section, organization can add function-
alities under which they can features latest update
and information about the ongoing and planned
marketing activities.
• Marketing Resources
With the help of a partner portal, enterprises can provide market-
ing resources directly to the partners. Portal allows organizations
to send marketing content, templates and messages with the
partners. They can also share marketing strategy and activity
blueprints, to make their marketing campaigns more successful.
3. Logistics
Another category that partner portal renders it ser-
vices are in, Logistics. As it is a complex part of the
business process, partner portal helps organiza-
tions to streamline it.
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• Orders Modules
This module manages all the orders. Partners can send new orders
and update the existing ones too directly through the portal. The
portal will enlist all the orders at both ends i.e. at the admin panel
as well as to the partners dashboard. It will also save all the orders
and maintain a record of it right in the portal.
• Invoices Modules
Partner portal allows partners to download the invoices, directly
from the portal and chuck the hassles of email. Partners will also
be able to process the payment through a secure gateway direct-
ly on the portal. On making payment, the portal can download the
payment receipt and payment confirmation.
• Product Module
Partner Portal comes with the product catalog module that enlists
all the products. Admin can customize the accessibility of the
product and scrutinize, which partners can access which product.
This module will have all the products related information that is
required for the partners. It will also keep a track of product release
and will notify partners to go through necessary preparation and
activities for good results of new products
4. Support
The core benefit of having a partner portal revolves
around having a platform that connects the part-
ners and the businesses with an efficient commu-
nication point. Partner Portal will allow users to
have an instant support and facilitate them to raise
tickets for their requests, queries, complaint or any
other issues.
• Ticket Raising
Partner portal eliminates the need for partners to call or email the
enterprise officials for their requests or any. With this, Partners can
directly raise their issues, queries or any other sort of business
related requests. Admin can address all these queries directly
through the portal and respond to them in minimum time.
• Live Chat
Live chat is one of the most helpful tools for enterprises. On a part-
ner portal, it enables partners to seek support by sending instant
messages directly through the portal. These live chat features are
supported by chatbots, that respond at quickest without any
human involvement. All the most asked questions are saved with
these bots, which empowers the portal to answer automatically.
tion path that will take them through the pro- always know what additional rewards, rebates
grams step-by-step and get educated—either and market development funds they can access.
online using a learning management system or If this information is not revealed in a logical way
offline by attending your events and training ses- and partners have to spend a lot of time figuring
The whole learning experience requires to be partner programs today are simply not utilized.
completely unified, from attending training That’s because partners struggle to find which
sessions to clearing the certification sessions programs relevant to their activities are being
partners should be able to access, manage and funded, how to apply for the funds and how to
add their inputs in a seamless way. claim them when they meet the performance
requirements.
Business / Functional Planning and There must be a unified experience in the incen-
Contract Management
tives area that links back to how a partner was
Today, if your channel management team
on-boarded, what planning they did, what pro-
engages with channel partners (especially the
grams they attended and what training and cer-
larger ones) to put together marketing or sales or
tification sessions they participated in. In most
financial or technical plans, or perhaps put all of
systems today, that information doesn’t flow
these together into a single business plan, you
together and thus requires way too much effort
need a structured way to manage that process
for partners to find.
through the partner portal.
Customers
Authenticate Authenticate
Portal SignUp
User User
Verified User
Portal Login
No
Managed sales/
Marketing/Logistics
sucessfully Solution Found? Yes Partner Issue
Resolved
No
CRM Case
Solution Related
Details
to Case
Case Assigned
to CRM User
Added Probable
Issue Solved? Yes Partner Issue
CRM User Solution
Resolved
No
Added Query
How a Partner Portal
Overpowers Your CRM
Partner portal solutions will render 360 degree benefit in the most significant ways. From start to finish
engagements with partners, portal streamline all the activities that stands with their involvement. Some
of the major benefits that it renders are:
Productively Scalabile
While developing a partner portal, it allows you to add additional desired functionalities to it along with
the core features. It also allows you step beyond the conventional solution and scale through more fea-
tures that your system really wants. Such portal development process not only makes the portal more
scalable but also turns it into an all in one solution.
Phone:
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UK : +44 20 3893 2693
India : +91-91067 47559
Email: sales@crmjetty.com