Partner management

One of the main tasks of the channel management is the successful adaption process of strategies for the support and development of indirect partners. The overview of all partner levels including all activities is essential for a lasting success.

Accompany your partners

The partner management solution of salestron visualises your individual partner structures by your partner account management process. You can see in real time your partners’ status and/or the sales performance. salestron offers besides the internal management within the application (e. g. internal/external departments, notes, contacts, entering of visit reports or other activities) further aspects such as the pre-qualification by scoreboards for the successful partner recruitment.

The perfect interaction of channel measurement and the channel intelligence solution enables for example the automated visualization of the partner performance and thereby the evaluation of your goals.

Intuitive operation – user interface

The following screenshots give you a first idea of the possible analysis and functions of salestron’s partner management. Please click on the relevant picture to enlarge it.

fig. 1: partner dashboard fig. 2: departmentsfig. 3: contacts

The most essential functions of the partner management:

  • Processing of master data, e. g. advisor, partner type, partner status or group membership of each partner.
  • Presentation of your individual partner account management process. See in real time with a mouse click the current status of your partners.
  • Individual scoreboards for the pre-qualification of your partners during the recruitment process.
  • Entering and processing of internal and external partner departments.
  • Entering and processing of your partners’ contacts.
  • Entering of notes for partners, departments and contacts.
  • Managing of aims and requirements – the respective monitoring is effected completely on automated basis.
  • Managing of activities, e. g. phone conversations or visits.
  • Up-to-date information on growing or declining partners.
  • Up-to-date information on new and lost partners.
  • The completely modular structure of the partner management system allows the quick and easy-to-use integration of your individual processes.