Solutions / Sales & Partner Operations
/ 01 — Channel & partner systems
Sales & Partner Operations
The systems your revenue actually runs on.
Dealer and partner portals, channel and rep management, rebates, warranty claims, and the data flowing between your CRM, ERP, and the partners who sell for you. Custom-built for your channel, not bent around a generic PRM.
Partner portal
Deal #4821Approved
Q3 rebate accrual$184,210
Warranty claim #229In review
Active partners612
How it works
Three pillars, one connected system.
01
Partner portals
Branded portals for deal reg, content, pricing, and pipeline. Built to your workflow, not a template.
02
Channel automation
Rebates, MDF, warranty, and rep management automated end to end. No more spreadsheets bolted to email.
03
CRM & ERP sync
Bi-directional flow between Salesforce, Dynamics, HubSpot, NetSuite, SAP, and the partner system of record.
What's included
Built around your workflow.
- Dealer & partner portal (custom UX)
- Deal registration & approval flow
- Rebate & warranty claim automation
- Rep, distributor, and reseller hierarchy
- Partner tiering and program rules
- CRM / ERP / DMS integration
You leave with
- Dealer & partner portals
- Channel & rep management
- Rebate & warranty automation
- CRM / ERP / partner data flow
Next step
Talk through sales & partner operations.
A 30-minute call with a senior partner. We'll help you frame the problem, even if we're not the right firm to solve it.