Blog - Deal Registration
Our articles about deal registration cover everything from structuring your program, selecting and configuring software, to how to best manage your program long term, and more. Discover how to protect your deals and avoid channel conflict, create more trusted partner relationships, and ensure a smooth and transparent deal registration process.
Perfect Your Deal Registration Process in 7 Steps
Follow these seven steps to develop an airtight deal registration process that engages your partners and drives channel revenues.
Deal Registration Best Practices
The overarching best practice in deal registration is to design your process with partners’ interests in mind, and they’ll register deals without too much prompting from you. If a partner’s relationship with your company and product is serving them, they’ll register deals.
How to Do a Partner Program Audit
Audit your partner program to level up your channel and create sustained growth in tough economic environments.
HubSpot and Channeltivity PRM Integration Overview
Channeltivity’s HubSpot Edition provides point and click connectivity between your PRM and HubSpot CRM, so your channel team gets all the benefits of a powerful PRM while other stakeholders within your organization get the data they need in the CRM they are accustomed to using.
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: 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 […]
Best Practices for Business Planning in the Channel
No one likes planning, right? But we might as well face facts: joint planning with partners as part of your channel management strategy is a critical best practice, and vendors that make the effort are much better positioned to have a successful channel. Here are three key practices for doing the planning in a way […]
PRM Best Practices: Increasing Partner Engagement with a Partner Portal
Increasing partner engagement is an ongoing effort theme in many channel programs. In this article, we’ll explore key strategies to increase engagement across your partner base. This is the first in our series of blog posts that will dive into best practices around specific aspects of partner relationship management. Next will be Deal Registration. Keys […]
