Inbuilt Channel Partner Interface
Manage your channel partners from one interface
Add channel partner firms and users
Add trusted channel partner firms and users in the platform with a few clicks. Validate each channel partner with their registration details and other information to ensure authenticity
Zero lead duplication
One interface for your sales and channel partners prevents lead duplication in the platform. Ensure that there is zero lead duplication and also no option to change lead source
End to end tracking for channel partners
Outbound calls with call recordings
Track and monitor all the outbound calls from your channel partners to your prospects. Get call recordings and call management metrics for all calls
Custom discounts / offers
Create custom or exclusive channel partner offers and discounts option and encourage them to sell more. Help your channel partners in making their selling journey easier
Send Email / SMS
Allow channel partners to send emails and sms from the platform to your prospects. Get them limited access to the platform based on the role hierarchy defined
Activity trails
Track end to end activities performed on the leads by your channel partners – including tasks, notes, follow ups, reminders, email confirmations and many more.
Choose your flow – allow booking or pass leads to your sales team
Pass leads from channel partners to sales team
Allow channel partners to schedule the site visit directly from the platform and pass on leads to your sales team from site visit to sales closure
Real time inventory and customer booking
Allow trusted channel partners to book units through real time inventory visibility and book directly from the platform.
Automate commission calculations for your channel partners
Calculate commissions for channel partners
Define and create the commission criteria for your channel partners and automate commission calculations for all their sales
Unified reporting for channel partners
Get detailed report for all your channel partner firms. Create custom reports to generate month wise / annual / channel partner user wise and much more
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