Product Recommendations
Predict future purchases
by existing customers
Sales-Partner Actions
Drive right action
at right time with right people
Lifecycle View
Optimize productivity
of sales and partners
Installed Base Data Fragmented Across Many Silos
Data Warehouse (DW)
Customer Success Management (CSM)
Account Based Marketing (ABM)
Partner Relationship Management (PRM)
Channel Data Management (CDM)
Installed Product Diagnostics
Enterprise Resource Planning (ERP)
Customer and Partner Portals & EDI
Customer Relationship Management (CRM)
Extend Salesforce CRM With Installed Base Intelligence
Customer Roadmaps
Predict future purchases by existing customers
Customer Playbooks
Drive right action at right time with right people
Customer Visibility
Optimize productivity by sales and partners
Partner Synchronization
Simplify partner experience
CRM Extension
Ease adoption and lower risk
CUSTOMER
INTELLIGENCE
RM
CustomerIntel
Installed Products/Portfolio, Usage, Spend, Engagement, Product Recommendations
ACCOUNT
MANAGEMENT
RM
AccountMgmt
Agreements/Catalogs, Roadmaps, Reviews, Deal Registrations, Leads, Opportunities
PARTNER
MANAGEMENT
RM
PartnerMgmt
Programs, Directory, Incentives, Reviews, MDF Budgets/Programs/Claims/POPs
ACCOUNT
COVERAGE
RM
AccountCoverage
Accounts, Entities/Locations, Contacts, Market Segments, Account Assignments
CUSTOMER
ORDERS
RM
CustomerOrder
Direct Orders, Deliveries, Receipts/Returns, Invoices, Financing, Payments
PARTNER
ORDERS
RM
PartnerOrder
Partner Orders (POS Sales-In/Out), Financing, Inventory
SUPPLIER
ORDERS
RM
SupplierOrder
Supplier Orders, Deliveries, Receipts/Returns, Invoices, Financing, Payments
Same application interface
Same login and user admin
Same data security
Same technical skill set
Same configuration setup
Same integration methods
start at $66.67 per user per month
Partner Syncincluded free with Internal Users
Internal integrationsstart at $1,000 per integration per month
External EDI Connectionsstart at $75 per connection per month
External Partner Portalstart at $0.50 per monthly login or $5 per member per month
Requires annual contract - billed annually
Channel Portal transforms installed base
management from art to science.
We help high tech vendors and partners
grow existing customers by applying
data science to the installed base.
Our customers can:
See potential at existing customers,
Trigger sales and partner action,
Collaborate with complete visibility.
Our customers improve
revenue growth and visibility,
sales and partner productivity, and
end user customer experience.
Channel Portal • Grow Existing Customers Using Data Science
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