Partner Business Planning
Partner Business Planning allows your organization to automate business planning activities within a multi-level channel ecosystem with an online form and approval flow process. You can also set up system alerts to notify channel partners when new business plan templates become available.
With our Partner Business Planning functionality, channel partners can easily incorporate marketing plan details, sign up the business plan, and push it for your approval through a practical, automated multi-level approval process. The reporting features of this module give you greater insight into the planned marketing activities initiated by your channel partners.
Key Features Include:
- Business plan setup and upload
- Business plan expiration management
- Business plan access control
- Partner notifications
- Business plan reporting
Contracts Management
The Partner Business Plans Management module enables an organization to develop business plans by working with internal and external partner stakeholders to ensure plan execution and compliance.
The Partner Contracts Management module enables an organization to dynamically manage and keep track of all the contractual documents that channel partners sign during the various phases of the partner planning cycle.
Key Features Include:
- Business Planning Contracts Setup
- Partner Notifications
- Partner Signature & Upload
