Managing Partner Relationships

This chapter provides examples of tasks and processes that channel managers and partner users perform to manage partner relationships. Your company can customize the tasks to meet its requirements. The chapter includes the following topics:

• About Partner Account and Profiling Management

• Example Process of Creating Partner Accounts

• About Managing Partner Programs

• Defining a Partner Program (Channel Manager)

• About Lead Management

• Example Process of Managing Leads

• About Managing Deal Registration

• Example Process of Managing Deal Registration

• About Fund Management

• Managing Funds (Channel Managers)

• About Fund Request Management

• Managing Fund Requests (Partner Users)

• About Fund Request Claims Management

• Example Process of Managing Fund Request Claims

• About MDF Request Management

• Managing MDF Requests (Partner Users)

• About MDF Claims Management

• Example Process of Managing MDF Claims

• About Special Pricing Request Management

• Managing Special Pricing Requests (Partner Users)

• About Special Pricing Claims Management

• Example Process of Managing Special Pricing Claims

• About Applications

• Managing Applications (Channel Manager)

• About Partner Content Management

• Example Process of Managing Partner Content

• About Training and Certification Management

• Example Process of Managing a Course