Partner Management Expands Your Reach

ShareCRM extends CRM capabilities—sales, marketing, and service—to downstream partners, enabling seamless data sharing and collaboration across the distribution network.

Partner Management Capability Overview

Partner Recruitment and Onboarding
- Present partnership information and collect inquiries.
- Set up various partner types and their compliance requirements.
- Register, verify, and approve new partners and execute agreements online.
- Train new partners through online courses and certification programs.
Marketing Collaboration with Partners
- Share marketing material and content with downstream partners.
- Assign marketing tasks to partners and track results.
- Review, approve, finance, monitor, and analyze marketing events by partners.
- Sync marketing leads from partners to the central database for auto deduplication and tagging.
Partnered Sales Efforts
- Sync opportunities and customers from partners to central database for brand approval and preventing conflicts among partners.
- Share customer visits between brands and partners and follow up together.
- Communicate among internal teams and external partners via one-to-one or group chat.
- Create partner ordering portal with custom products and pricing policies.
Post-sales Services Through Partners
- Equip partners with end-to-end after-sales online management system.
- Assign service tickets to partners.
- Track partners on-site service progress.
Dedicated Partner Portal
- Customize website and app interface and business reports to fit partner's business.
- Empower cross-entity communities among brands, partners, and any downstream vendors within partners network.
- Share materials, knowledge, and announcements with the partnership network.