Collaborate Efficiently. Help your Partners Succeed.
Partner Relationship Management (PRM) with Maximizer CRM helps your employees and partners handle leads faster, collaborate more effectively on deals, and improve sales forecasting – by giving your third-party reseller channel access to the web-base Partner Portal.
Streamline Lead Distribution & Forecasting
Lead Assignment: Assign leads to partners or resellers, then automatically send them an email alert so they know to login to the Partner Portal to get all details and follow-up quickly. Keep prospect data current by giving them the ability to update key fields that you specify, such as last contact date and lead status.
Sales Collaboration & Forecasting: Assign sales opportunities to Partners and enable them to get all the details they need and provide you with updates and new opportunities to keep your forecast current and accurate.
Online Access to Critical Answers
Self-Service: Reduce the amount of time needed to resolve post-sales issues and build stronger relationships with your end customers. Through the Partner Portal, let your partners view customer service cases in progress, create new cases and modify sections of existing ones to keep everyone up-to-date.
Online Answers: Give your partners the answers they need—before they need them. Publish answers to FAQs, procedures, corporate documents, and articles in the Knowledge Base.
Partner Communications: Offer partners access to a calendar of partner-related activities including marketing campaign dates, training programs and events. Send important announcements via email with a link to the page with new corporate, sales or marketing materials.
