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Power collaboration across channels with Pega’s Partner Relationship Management

Partnerships and indirect selling channels are driving business success across industries and geographies. Pega’s Partner Relationship Management (PRM) capabilities, directly built into Sales Automation, arms sales teams with a system that drives channel collaboration and provides actionable insight across the entire partner eco-system.

Pega’s next-level PRM technology smashes through communication silos, offers flexibility across complex, indirect selling models, and provides friction-less partner engagement in every interaction with capabilities including: 

  • Dedicated role-based portals and dashboards
  • Partner scorecard insights
  • Streamlined deal registration
  • Automated sharing of records, contacts, accounts, organization across channels
  • Seamless sharing of marketing collateral and records, accounts
  • Partner onboarding content sharing
  • Personalized mobile partner portals

Provide a personalized view for every channel and partner role

With four dedicated role-based portals for channel managers, partner sellers, partner sales managers, and partner sales operations, the entire partner eco-system has constant access to insights that are relevant and personalized. In each portal, customizable dashboards and widgets offer key metrics and insights that delve into team pipeline, win/loss analysis, and performance. With this enhanced visibility across all partner-related activities and data, the indirect selling cycle is accelerated and amplified.

Gain insight into all of your partner channels

Understanding your partners’ performance is key to optimizing indirect selling processes. Pega’s partner scorecards provide insight into partner selling statistics and contributions. With deep drill-downs into partner scores, channel managers can always stay up-to-speed on partner performance and indirect pipeline progression.

Simplify your deal registration

Deal registration processes can become complex when it involves multiple channels and partners. With Pega’s streamlined PRM deal registration, sellers register a deal and can only start working on it after it has been approved by the channel manager. This eliminates the risk of channel conflict, while also providing insight into your partners’ activity and performance during every step of their selling journey.

Seamlessly share content across every channel

Pega’s automated sharing capabilities promote collaboration across every channel as channel managers can seamlessly share marketing collateral, records, contacts, accounts, and organizations with partner organizations and partner sellers. These sharing capabilities ensure that partners are have the tools and assets that they need to generate success in every opportunity.

Onboard your partners faster

Getting up-to-speed on how to sell is vital to partner and indirect selling success. Pega’s PRM onboarding enables channel managers to assign onboarding articles to partner organizations and sellers, ensuring that all sellers stay on track and are onboarded faster.

Stay connected on-the-go with mobile partner portals

Partners span across geographies, business lines, and are often on-the-go. Pega’s mobile PRM allows partner sellers and channel managers to access their role-based portals directly on their mobile devices. So, regardless of location, the entire partner eco-system always has access to actionable insight and pipeline information.  

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