OVERVIEW

Many manufacturers who manage Reps and Distributors do so in a very informal manner. Regional Sales Managers communicate with Reps and Distributors using emails and phone calls. Design opportunities and forecasts are tracked in excel. Quotes and samples are requested by emails. Quote logs are kept in excel and approved quotes are often just word documents or excel forms. Shipment and backlog data is sent back and forth in excel via email. Informal communication of this kind results in sub-par competitive performance. It is not possible to do meaningful win-loss analysis and manage the channel effectively. Consolidating data and running reports is time-consuming and error prone. In addition, there is a serious security risk in having many versions of excel spreadsheets with sensitive sales information being emailed back and forth inside and outside your company.

The ManufacturerCRM Partner Portal gives your channel partners secure yet partitioned access to the information they need to help you run your business. You can grant your channel partner end-users access to the ManufacturerCRM modules that you choose; and can control what actions these users can perform on those modules.

Have your reps enter calls reports, opportunity updates and action items. Allow them to request quotes and sample orders and review and rollover forecasts. Give them access to order, backlog and shipment information for their accounts. Allow your Distributors to register their designs.   The Partner Portal allows your Extended Enterprise to work on the same information real-time as your own people.