In the Deal Registration module, you can set overall channel policies associated with revenue attainment, margin allocation tied to various levels of activities. Instead of randomly allocating leads to a set of partners, you have the ability to allocate leads and opportunities based on certain policies. This allows maximum return from your channel investment.
ZINFI's Deal Registration module can help you with the following core activities:
- Team Set-up - Define regions, territories, etc., where you allocate channel partners to a certain channel account management structure.
- Policy Set-up - Implement specific lead escalation and review policies for your partners to adhere to and your channel managers to effectively manage.
- Lead Escalation - Set-up policies to escalate and route certain leads and opportunities to better allocate resources for highest amount of return.
- Pipeline Management - Get global visibility across all regions, territories, partners, etc., and develop detailed forecast to track and measure progress.
- Reporting - Drill down to a specific region or to a partner level to measure progress.
In addition to the above mentioned key activities, ZINFI's Deal Registration module can be linked to other Partner Relationship Management (PRM) modules to provide a highly efficient and effective channel management infrastructure for your organization.