Deal registration 

Overview

Deal registration is a process designed to streamline how channel partners resell a product or service. 

When a channel partner registers a deal, they provide details about the potential sale, including client information, the proposed solution, and the anticipated deal value. This registration serves multiple purposes:

  • Avoid conflicts with other partners who might be pursuing the same opportunity. 

  • Secures ownership of the deal, ensuring that their efforts are acknowledged and rewarded by the vendor. 

  • Facilitates collaboration between the vendor and the channel partner. 

  • Enhances transparency to the sales pipeline.

Key highlights of this feature

  • Customize deal registration forms

  • Easy to navigate screens to view and update deals

  • Synchronise deals with a CRM like Salesforce or Hubspot

  • Workflows to review and approve deals

  • Tools to assign deals to partners

  • Tools to calculate and payout commission when deals close