Has anybody figured out how to manage a reseller channel and their respective clients in the same Pi

Anthony DeCristofaro
edited July 24 in Sales CRM #1

 

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  • Jan Dahl
    Jan Dahl Posts: 2
    edited September 2020 #2

    Not yet. But I'd like to know once you figure it out. We use custom fields to tag leads from re-sellers but that is all.

  • Willem Lambrechts
    edited September 2020 #3

    We work as a broker between multiple solution providers and multiple end-clients. We manage to keep all opportunites separated and to report on a per provider and per end-customer basis. I think the same method can be applied for a situation whereby you work with multiple resellers.

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 192
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited February 24 #4

    we also use a system of custom fields to tag leads as well as some informative guidance in the title of the deal

  • Jan Dahl
    Jan Dahl Posts: 2
    edited September 2020 #5

    we also use a system of custom fields to tag leads as well as some informative guidance in the title of the deal

    Good idea. Can you then search on those deals and get stats on them specifically? By eg putting CP:Dealname (CP fopr channel partner).

  • Gary_13034
    Gary_13034 Posts: 4
    edited September 2020 #6

    I'd be curious about this as well. Right how we're linking the reseller company to the lead/deal. We have our resellers sales representatives as contacts and can link them directly to a certain lead/deal as well. At least this makes it easy to generate reports and track only the leads/deals associated with our reseller (or their sales agent). Not sure if this is what you're looking for. It's a workaround right now until we can figure out a better solution.

  • James Campbell_8529
    edited September 2020 #7

    We run three pipelines, with one of them  for resellers: 1) New Direct, 2) Expansion Direct, and 3) Partner Indirect (both new and expansion).

    We then also use tags within the Deal Title.

    For reporting, we run some exports (MS Excel Power Query via the API) to run a dashboard that can be shared wider within the company.

    Within that export we create additional table columns from those tags (from the Deal Title), which then lets us filter/report (using Pivot Table Slicers) within the Dashboard.