Extend Salesforce CRM With
Installed Base Intelligence

Using Our Installed Base Application

Transform Installed Base Management

Data Science For Existing Customers

Customer
Roadmaps

Product Recommendations

Predict future purchases
by existing customers

Customer
Playbooks

Sales-Partner Actions

Drive right action
at right time with right people

Customer
Visibility

Lifecycle View

Optimize productivity
of sales and partners

Explore Our Solution

A New Class of Application

To Grow Existing Customers Using Data Science

Activate Installed Base Intelligence

Operationalize installed base playbooks

Integrate installed base data

Extend CRM for existing customers

Unlock Power of Installed Base Intelligence

One Integrated Application for Installed Base Management

Current Landscape

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)

Our Alternative

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

RevenueManager

Our Salesforce Native Application for Installed Base Intelligence

PRODUCT
PORTFOLIO

RM
ProductPortfolio

Product/Services Portfolio, Product Events, Category/Product Options, Discounts/Rebates

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

100% Salesforce Native

Native • Not Integrated

Application • Not Customization

Business Users

Same application interface
Same login and user admin
Same data security

IT Users

Same technical skill set
Same configuration setup
Same integration methods

Easier Adoption • Lower Risk • Higher Value

Explore RevenueManager on AppExchange

Transform
Installed Base Management
From Art To Science

Using Our Installed Base Consulting Services

Explore Our Installed Base Consulting

Pricing

SaaS Subscription

Internal users

start at $66.67 per user per month

Partner Sync

included free with Internal Users

Internal integrations

start at $1,000 per integration per month

External EDI Connections

start at $75 per connection per month

External Partner Portal

start at $0.50 per monthly login or $5 per member per month

Requires annual contract - billed annually

Your Partner For
Installed Base Intelligence

Find Out About Us

Channel Portal

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.