Redwood Partner Relationship Management and Channel Sales
Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services more effectively and grow their business. Both channel organizations and partners can align their efforts using Redwood Partner Management. This alignment enables stronger collaboration and helps close more deals successfully. We are supporting the below functionalities in Redwood PRM:
- Partners
- Partner Contact
- Deal Registrations
- Partner Enrollments
- Partner Territories
- MDF Budget
- MDF Requests
- MDF Claims
Streamlined Partner Recruitment and Onboarding
- Easily recruit and onboard partners with an intuitive Redwood UI, reducing time-to-market and expanding partner networks efficiently.
Enhanced Partner Collaboration
- Redwood PRM aligns channel organizations and partners, fostering better communication and collaboration to drive mutual success.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Partner Programs are not available in Redwood Sales. However, they can be created in the Simplified UI and used to facilitate Partner Enrollments. We are also supporting Interactions for Partners and Rollups functionality.
Note: Rollup hierarchy support is currently unavailable but will be coming soon.
Access Requirements
Redwood PRM is available to all the users who have the following privileges. You need to add the privileges to the user roles to view the objects under Redwood Sales
Account: ZCM_VIEW_DIGITAL_SALES_ACCOUNT_PRIV
Contact: ZCM_VIEW_DIGITAL_SALES_CONTACT_PRIV
Opportunity: MOO_VIEW_DIGITAL_SALES_OPPORTUNITY_PRIV
Lead: MKL_VIEW_DIGITAL_SALES_SALES_LEAD_PRIV
Activity: ZMM_VIEW_DIGITAL_SALES_ACTIVITY_PRIV
Sales Dashboard: ZBS_VIEW_SALES_DASHBOARD_PRIV
Partners: ZPM_VIEW_PARTNER_PROFILE_PRIV