What You'll be Able to Do After Completing these Steps

After you complete the setups described in this guide, your organization's stakeholders will be equipped to effectively manage the Partner Relationship Management (PRM) processes, enabling seamless collaboration with partners and driving channel sales.

Sales Administrator will be able to:

• Enable Redwood PRM elements.
• Assign initial privileges.

Channel Operations Manager (COM) will be able to:

• Approve or reject partner registration requests.
• Create MDF Budgets.
• Oversee MDF requests, ensuring appropriate fund allocation and utilization tracking.

Channel Account Manager (CAM) will be able to:

• Create MDF request on behalf of the partners, reviews.
• Approve the MDF request and MDF claims.
• Manage relationships with assigned partners, including direct communication and collaboration.
• Evaluate and approve deal registration requests, ensuring alignment with organizational goals.

Partner Users:

• Partner Administrator will be able to:
  • Create and manage user accounts within the partner organization.
  • Assign roles and permissions to partner sales teams.
  • Monitor partner activity and ensure compliance with program requirements.
• Partner Sales Manager will be able to:
  • Oversee the sales team’s activities and manage the pipeline of leads and opportunities.
  • Review and approve team submissions for deal registrations and lead conversions.
• Partner Sales Representative will be able to:
  • Submit deal registrations with all necessary details for channel manager approval.