Partner Management & 360º View

- A single source of truth about the Partner

- All data, activities, communications, projects and initiatives in one place

- History of executed actions and projects

Visits, Reviews, & Audits Planning

- Planning visits, evaluations and audits

- Audit templates (checkpoints/questions)

- Summary report and conclusions

Communication & Collaboration

- Swift communication with partners and sales network employees

- Initiating and executing interactions (single tasks, single or mass messages)

Growth, Improvement Identification & Planning

- Planning and analysis of the potential on the base of audits, scoring, etc.

- Apply and coordinate ’next best actions’ - launch dedicated projects

Defining Goals & KPIs

- Custom metric definitions – KPI Tiles

- Defining and monitoring goals and KPIs

- KPIs in the context of the partner, common projects, etc.

Document Database & Repository

- Contextual repository of documents and files (partner's docs, project’s docs)

- File card with metadata and notification capability

Co-Selling Projects & Development Funds

- Share and follow up on your sales projects/potentials (common deals

- Support and empower your partners with dedicated funds

Knowledge Base & Training Hubs

- Managed database of knowledge and articles (shared with the partner)

- Managed training (shared with the partner) and supervised its execution

Request & Issue Management

- Request and complaint handling (e.g. partner's issues, employee questions)

- Automatic handling (dedicated queues and distribution rules)

Dashboards, Reports and Insights

- Network and back-office efficiency analysis

- Executive and operational dashboards, reports and insights

Self-Service Partner Portal

- Self-care and support for partners and their employees

- A modern communication hub and a space for conducting co-processes

Integration with other systems

- Swift integration capabilities with back-office and org. domain solutions

- Capability to integrate with back office systems: ERP, CRM, Billing, SB, BPMS

Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365

Autor: Netwise S.A.