Adding and Managing Channel Partners
Last updated August 6, 2024
Building a successful channel partner program requires a robust system for adding, managing, and nurturing your partners. Channeltivity simplifies this process with intuitive tools for inviting, onboarding, and tracking your channel partners. This article will guide you through the steps involved in adding and managing your channel partners within the Channeltivity platform.
Adding New Channel Partners
- Access the Partner Management Section: Navigate to the "Partners" section of your Channeltivity dashboard.
- Choose the "Add Partner" Option: Look for a button or option to add a new partner. This is typically located in the top right corner or within a dedicated "Partners" menu.
- Provide Partner Information: Fill out a form with essential details about your new partner, including their name, contact information, company profile, website, and any specific partner roles or program affiliations.
- Set Partner Access: Choose the appropriate permissions and access levels for the partner based on their role and responsibilities (e.g., Reseller, Distributor, VAR).
- Complete Partner Onboarding: Use Channeltivity's onboarding features to guide your new partners through the registration process, provide them with necessary resources, and ensure they are fully integrated into your channel program.
Managing Existing Partners
- View Partner Profiles: Access individual partner profiles to review their details, track their performance, and manage their communication.
- Update Partner Information: Keep partner profiles up-to-date by editing contact information, company details, or program affiliations.
- Assign Partner Roles: Adjust partner roles and permissions as their responsibilities or program involvement changes.
- Set Incentive Programs: Configure specific incentive programs for individual partners based on performance targets, commission structures, or other relevant criteria.
- Track Partner Activity: Monitor partner sales, marketing campaigns, lead generation, and other key performance indicators to gauge their effectiveness and identify areas for improvement.
Channeltivity's partner management features provide you with the tools you need to efficiently add, manage, and optimize your channel program, fostering stronger relationships with your partners and driving overall growth for your business.
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