Deal Registration

Deal registration is a feature that must be included in a Partner Relationship Management software. It is the feature that a channel partner is using in order to avoid any conflict with you or your channel partners when they are trying to close a deal.

Now your channel partners can secure a deal for a certain period of your choice in order to ensure that no one else is going to approach the same client.

Deal duration

Take a look at the deals of your partners. Approve or reject them. Track who is the partner that wins more deals and have a clear view of their potential clients’ profile.

New Deals

The majority of channel partners are asking from their vendors to offer a partner portal because they would like to receive material like marketing material, product updates, documentation, having access to features like lead distribution, deal registration, partner collaboration etc. When you own a partner portal then you make your partner program much more attractive to channel partners. Create for free a profile of your company on Elioplus and have access to your own PRM software and your own-brand partner portal by default here.

For Vendors

  • Vendors are the ones that determine the month duration that every deal registration request will be active.
  • Vendors receive the deal registration requests through notification emails and they can view them inside their dashboard. They can approve or reject them.
  • Vendors can now see the status of approved deals if they are won or lost and at the same time they get notified through email in order to login and check them.
  • Vendors can see who is the reseller that sells more and who is more efficient in terms of closing deals.

For Channel Partners

  • Channel partners are submitting the deal registration form by selecting the vendor that they would like to send the deal.
  • Channel partners are filling the information of the deal manually or by pulling data from their CRM system.
  • Channel partners receive a notification email if the deal is approved from the vendor or rejected.
  • Channel partners are defying if the deal is lost or won.

We can customize the forms and add the fields of your choice. Also, we can add the same fields included into your CRM in case we integrate the two systems.

Deal form

Collaborate on Deals

Through Elioplus you have the ability to collaborate with your channel partner in every deal. You can exchange comments (texts and attached files) in order to win the deal. Every time that you receive a comment then at the same time you are receiving a notification email in order to ensure that the deal will be won.

Manage Comments

Integration with CRM

Elioplus PRM can integrate with the CRM that you are using. We connect the deal registration feature with the appropriate fields inside your CRM in order to check duplicate records for the approval or rejection of the deals. We can check multiple parameters to ensure that the deals must be approved or rejected.