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: 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 […]
Release: Salesforce Partner Sync & more
Our next release with the much-anticipated Salesforce Partner Sync functionality is going live tomorrow Tuesday, April 1st, 2014. View the feature highlight video and read the details below. Salesforce Partner Sync (video) Channeltivity’s April release expands the Salesforce integration to allow the two-way synchronization of Partner records and Contacts between the two systems. With the Salesforce Partner Sync integration activated, […]
Partner Recruitment and Onboarding…Best Practices to Consider
Last week, we held a great webcast focused around some of the best practices to consider as you create your partner recruitment and onboarding strategy. (Access the recorded webcast) At this time of the year, every organizations looking at their partner program, the partners they have on board and where they still need some help. Our […]
Release: Lead Conversion Field Mapping & More
Lead conversion field mapping and configurable state/province fields in addresses are two of the new features in our next release going live Thursday, March 6th. View the 2 feature highlight videos and read the details below. Lead Conversion Field Mapping (video) Many of our Lead Distribution module customers use custom fields to store additional data in […]