Blog - Channeltivity PRM
Channeltivity’s PRM software makes channel management easy. This category contains posts about our partner relationship management solution, including product news, release notes and more.
Release: Automatic Deal Assignment & more
Our next release is going live tomorrow Wednesday, June 3rd and includes the ability to automatically assign new Deal Registrations. Here are the details: Automatic Deal Registration Assignment In many cases, a Partner’s primary Partner Manager is the one that processes and routes any new Deal Registrations submitted by the channel partner. To speed up approvals, […]
Release: Performance Improvements
Our next release is going live tomorrow Wednesday, May 6th and contains a number of bugfixes as well as performance improvements to several lister pages, including the Resource Library, Partner and Deal Registration modules. As always, there’s nothing that’s needed from you – all customers will be automatically upgraded.
Release: New Partner Manager Reminders & more
Our next release is going live tomorrow Tuesday, March 31st and features new email reminders for Partner Managers along with a number of other improvements. Here are the details: Email Reminders for Partner Managers We’ve added a number of automatic email reminders specifically for Partner Managers to keep them in the loop on their assigned […]
Release: Partner Agreement Improvements, Oracle iLearning LMS SSO and More
The next release of our PRM solution is going live tomorrow Thursday, January 15th, 2015 and includes Single Sign-On capabilities into Oracle iLearning LMS as well as a number of improvements around Partner Agreements. Here are the key features: Oracle iLearning LMS Channeltivity provides plug-and-play Single Sign-On (SSO) capabilities for Oracle iLearning LMS, an enterprise […]
Release: Two-way Salesforce Sync of Deal Registrations
The next release of our PRM solution contains a new two-way Salesforce sync of Deal Registrations along with a number of other useful features. It is going live tomorrow Thursday, December 11th between 5 am and 7 am EST. Here are the key improvements: Basic two-way Salesforce sync of Deal Registrations Up to now, our […]
Release: New Deal Registration Access Level
Our next release contains a new deal registration access level is going live tomorrow Friday, November 7th between 5 am and 7 am EST. Here are the details: New Deal Registration Access Level for Partners There is now a second level of Partner access to the Deal Registration module: Register & View All Deals: Allows […]
Release: New Notifications, Deal Expiration & More
Our next release is going live Monday, October 20th Thursday, October 16th between 5 am and 7 am EDT and contains a number of improvements around Deal expiration, email notifications and visibility/required settings of fields. Here are the details: New Email Notifications (Lead Distribution, Deal Registration and MDF) Switch to a more straightforward and powerful notifications engine […]
Release: Import Opportunities from SF and Improved SF Field Mapping
The next release of our PRM software is going live tomorrow Friday, August 22nd between 5 am and 7 am EDT and contains a number of improvements around our integration with Salesforce CRM. Here are the key improvements: Import Opportunities from Salesforce as Leads Opportunity records in Salesforce can now be pulled into Channeltivity to create Leads […]
Release: Partner Agreements Letterhead, Countersignatures & More
Our next release is going live tomorrow Wednesday, July 2nd between 5 am and 7 am EDT. Here are the key improvements: Partner Agreements Letterhead Set your company letterhead/stationery as a backdrop for all Partner Agreements signed through Channeltivity. Just upload a PDF of your letterhead and adjust the margins, and then any newly signed […]
Release: PRM Integration Log, Partner Sync Setup & More
The next release of our PRM solution is going live tomorrow Friday, June 6th between 5 am and 7 am EDT and has a number of helpful improvements, including the Integration Log: PRM Integration Log Whenever you have two systems talk to each other, there are invariably issues that pop up and need to be […]