Easily manage users, permissions and rights handling to maximize the speed and efficiency of workflows and processes.

Key Feature Attributes:

  • Delegate management of opportunities to partners
  • Management through website interface - no CRM access required
  • Control view/create/edit/delete permissions by partner, office, or contact
  • Add 3rd-party providers to opportunities

Account managers can manage full contact details for an account including updating, deleting and adding new user contacts ensuring that as the opportunity progresses, key contacts are captured in one central location.

Partners are armed with the resources they need to help win the opportunities they’ve accepted. A knowledge base, discussion forums and case management capabilities are available for partner support and success.

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