Implementation Overview

You can use this playbook to get started with the implementation of Partner Relationship Management (PRM) in Redwood User Experience.

This playbook ensures you've all the necessary steps to enable, configure, and verify PRM capabilities for seamless partner collaboration and effective channel sales management.

At a high-level, here's what you need to do to get started with Partner Relationship Management in the Redwood User Experience:

1. Enable PRM in Redwood User Experience
   • Access Cloud Account Details
   • Enable Redwood PRM Features
   • Add Privileges to Access PRM Redwood Features
2. Partner Onboarding
   • Create Partner
   • Create Partner Contacts and Assign User Roles
3. Implement PRM in the Redwood UX
   • Create Program Enrollments for Partner
   • Create and Manage Deals
   • Create and Utilize Market Development Funds (MDF)
   • Utilize Partner Collaboration Tools
4. Verify PRM Implementation
   • Verify as a Partner
   • Verify as a Channel Manager