Channeltivity is a cloud-based partner relationship management software platform that helps businesses build strong relationships, improve partner productivity, and encourage sales. Channeltivity streamlines the entire partner management lifecycle, from recruitment to lead management.
Users can use the built-in partner portal to access marketing or instructional content and customize the platform according to their specific requirements.
With Channeltivity, users can:
- Streamline operations.
- Deliver training material.
- Monitor partners’ progress.
- Add distributor-level access in the partner portal.
- Receive referrals from partners.
- Track commission payments.
- Receive email reminders about partner leads, pending tasks.
- Integrate with third-party applications.
- Approve and deny funding requests.
Channeltivity Features
Below is a list of some of Channeltivity’s top features:
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Integrations: Channeltivity enables businesses to integrate the platform with various third-party applications, including HubSpot, Zapier, and Salesforce CRM.
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Channel partner portal: Engage and reach your channel partners with various channel management tools, including lead management, deal registration, training, and more.
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Resources: Quickly provide channel partners with secure, on-demand access to marketing information and training material. Flexible permissions settings enable you to control access to documents by partner, role, and more. Track download activity to see which documents are downloaded.
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Partner training and certification: Easily create and deliver user-friendly training materials and tests to your partners. Continuously track all training activity that occurs within Channeltivity and achieve visibility into partner progress via comprehensive reporting on all training activity.
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Partner relationship management: Manage workflows, collaborate on deals, and create sales forecasts using insights on partners’ performance and sales.
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Email marketing: Increase partner engagement with targeted and personalized messages. Track and report on opened emails, clicks, bounces, and more to help create effective and engaging email messages and content.
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Lead management: Assign leads to your partners and track their progress to enable followup and provide the necessary support to help increase close rates.
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Manage funding: Manage marketing funds, approve and deny funding requests, and keep track of ROI. Track account balances and reimbursement statuses.
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Event-based notifications: Triggered email alert events, such as expiring MDF balances, unopened leads.
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Distributor management: Grant your distributors access to deals and more, enabling partner, distributor, and vendor collaboration and increased sales.
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Channel partner recruitment: Onboard and profile partners and analyze the performance of each partner with powerful reporting tools.
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Referral and commission management: Track your channel partner's referrals, sales, commissions, and payments and provide real-time updates on referral statuses. Set up workflows to manage the acceptance and payment status of referrals while notifying the partner of the referrals commissions status.
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Partner management dashboard: Gain visibility into your channel partner's performance. View opportunities for increased sales revenue and overall performance.
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Joint business strategy planning: Use configurable templates to guide the process of jointly creating detailed business plans with your partners. Track progress and quickly identify successes and setbacks.
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Social sharing: Enable partners to share content across social media.
Salesforce Experience Cloud empowers enterprises to create engaging digital experiences tailored to their audiences. It enables businesses to connect with customers, partners, and employees through personalized websites, portals, and forums.
Salesforce Experience Cloud provides a powerful platform for creating digital experiences that integrate seamlessly with existing Salesforce systems. It offers robust customization options, allowing organizations to design user-friendly interfaces that enhance customer engagement and drive business growth. This platform supports the development of community portals and customer service centers, providing essential tools for efficient interaction management. It aligns well with strategic goals by facilitating collaboration and streamlining processes.
What are the key features of Salesforce Experience Cloud?
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What benefits and ROI should be expected?
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Salesforce Experience Cloud is widely adopted across industries such as healthcare, finance, and retail, where customer engagement is crucial. In healthcare, it supports patient portals for improved communication and access to information. In finance, it enables secure client interactions through personalized portals. Retailers use it to create immersive online shopping experiences that drive customer loyalty and increase sales. Its industry-specific solutions deliver measurable improvements in engagement and operational efficiency.
