Your Customer and Partner
Data Platform

World’s First Application for Integrated
Customer and Partner Management

Single Salesforce Native Application

3 Data Capabilities

Product
Recommendations
Sales
Playbooks
Customer
Visibility

A New Class of Application


To Drive Maximum Sales From Existing Customers


Product Recommendations to predict future purchases by existing customers

Sales Playbooks to trigger right action at right time with right people

Complete Visibility to optimize sales and partner productivity

Unlock the Power of Your Data

One Integrated Customer and Partner Data Platform

Current Landscape

Data Fragmented Across Many Independent Applications

Customer Analytics (CA)

Data Warehouse (DW)

Partner Relationship Management (PRM)

Account Based Marketing (ABM)

Customer Success Management (CSM)

Channel Data Management (CDM)

B2B Commerce-as-a-Service (CaaS)

B2B eCommerce Portals (B2B)

Electronic Data Interchange (EDI)

Your New Alternative

Data Consolidated Into One Integrated Platform

INSTALLED BASE INTELLIGENCE

Product Recommendations to predict future purchases by existing customers

SALES-PARTNER COORDINATION

Sales Playbooks to trigger right action at right time with right people

COMPLETE LIFECYCLE VIEW

Customer Visibility to optimize sales and partner productivity

PARTNER SYNCHRONIZATION

Streamlined Integration to simplify partner experience

100% SALESFORCE NATIVE

Single Platform to ease adoption and lower risk

RevenueManager


One Customer and Partner Management Application

8 Integrated Modules

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

CAN YOU DRIVE MORE SALES
FROM YOUR EXISTING CUSTOMERS?

Get Your Answer In Less Than 90 Days With Our Diagnostic Data Investigation

Quantify maximum installed base potential
Define data roadmap to installed base intelligence
Prioritize playbooks for sales and partners

Subscription Pricing

RevenueManager is Available in a Subscription Model
Internal users

start at $66.67 per user per month

Portal members

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

EDI connections

start at $75 per connection per month

ERP integrations

start at $1,000 per ERP per month

Partner-Vendor Auto-Sync

included free with Internal Users

All subscriptions require an annual contract and are billed annually

Your Partner to
Drive Maximum Sales
From Existing Customers