Partner Management

At Conzalta our team has experience developing and executing channel programs for some of the world’s top brands.  We recognize channel engagement as key component to many businesses, especially those relying on partners as their outside sales force.  Now, with Salesforce.com technologies we can help you develop a strategy that leverages these new innovations and is truly effective in engaging your partners.

Contact us today for a free consultation.

Our services include:

Partner Portal:  A partner portal provides you with a better way to engage with you partners by providing exclusive access, content and joint selling opportunities.  You can provide a branded portal to better communicate and engage with your channel, while at the same time collecting valuable information that will help you engage and sell better together.  Key features include:

  • Manage partner program
  • Share collateral and sales material
  • Branded Portal with login for partners
  • Channel account management
  • Custom Partner Profile for access to portal
  • Partners can enter end customer data, notes and comments (Joint selling)
  • Partner activity management
  • Provide fully integrated and  customized partner destination

Deal Registration: Deal registration provides you with better visibility of your partner’s pipeline.  You will be able to review, evaluate and prioritize opportunities trough this process.  Key features include:

For Channel Managers

  • Allow Channel Managers to manage deals 
  • Route and approve deals quickly and efficiently
  • Opportunity and Pipeline management of partner opportunities 

For Partners

  • Ability for partners to create and submit deals through a portal (joint selling)
  •  Ability for partners to access and leverage up to date sales collateral through Documents(content) 
  • Ability to leverage branded email templates (joint marketing) 

Incentive and loyalty program management: Incentive and loyalty become increasingly important as your channel grows, especially when your partners may be selling competing brands.  You need to win their mind-share.  We help you design and execute best practices that will help you recognize your top partners and win their loyalty.  Services and features include:

  • Develop and execute end to end partner incentive and loyalty programs
  • Leverage Salesforce.com prm to track and review performance
  •  Integrate with payment or rewards programs as required.