Utilize Partner Collaboration Tools

Oracle Redwood PRM's partner collaboration tool, Interaction Support, supports seamless two-way communication between any company, such as Vision Corp and its partners, ensuring every interaction is logged and easily trackable.

Interaction Support helps maintain transparency and improves collaboration between channel managers and partners. With Interaction Support, you can exchange messages within the system, eliminating the need for scattered email threads or external communication tools. Every conversation is recorded under the respective partner profile, making retrieving past interactions easy. You can follow these steps to use Interaction Support features:
  1. Navigate to Redwood Sales > Partners.
  2. On the Partners list page, select the appropriate partner.
  3. On the partner's page, go to Smart Actions.
  4. You can search and select:

    1. Send Email to send an email.
    2. Log an Email to log any emails that are sent using the internal or external application.
    3. Log a Call to log an inbound or outbound phone call.
    4. Start Web Conference to start a web conference.
    5. Log an Interaction to log a web conference, web interaction or any other medium of interaction.
  5. Also, Interaction Support provides quick access to communication history. In Smart Actions, by searching for Show Interactions, you can instantly view previous discussions, ensuring partner engagement and decision-making continuity.

This image illustrates the steps to use partner collaboration tool.