Partner Relationship Management (PRM) With Dynamics 365

So, you’ve put your time, effort, and money into building a partner network. You’ve developed multiple sales channels, sales representatives, and independent partners worldwide. Now the question is – how do you know what your partners need to grow?

What is PRM?

PRM is a platform that allows for combining sales network development, management and support processes for both internal and external partners. Depending on organizational needs, PRM is available in both local and cloud-based versions, and uses Dynamics 365, Office 365 and Microsoft Azure platforms.

Netwise PRM helps companies efficiently and effectively manage their partners, partner onboarding and provide their partners with real-time support. The solution responds to the needs of each sales network model, helping you identify areas for improvement, manage points of sale, and develop new partnerships.

Netwise offers a wide range of Partner Relationship Management modules, all fully integrated with your CRM of choice. You can even customize them deeply without too much development.

PRM Features

360° Partner/POS View

Provides a comprehensive view of points of sale, partners, and indicators, and an action history

Site visit and audit tool

Plan and conduct site visits, prepare reports and audits

Communication tools

Automate communications with points of sale, partners, and employees Manage actions and interactions

Manage potential

Analyze potential based on audits, scoring, and key indicators Plan and coordinate Next Best Actions

Manage KPIs and goals

Monitor individual Key Performance Indicators, as well as network and back office goals

Research tools

Research market needs and analyze staff competences

Competitions

Authorize and manage sales competitions

Document base

Database of current and archived documents

Client service

Implement sales network processes (i.e. modify data, partnership conditions, planned training). Automatic case handling

Reporting

Analyze network and back office effectiveness Management and operations dashboards Full integration with Power BI

Partner and staff portals

Self-service portals for staff and sales network partners Automation of processes and communications

Integration with other systems

Integration with other systems used by sales network and back office staff Compatible with systems such as: ERP, CRM, billing, SB, BPMS

Does your organization work with partner and / or dealers? Would you like to improve communication, fasten co-operation and make your sales network grow?

Business areas that Netwise PRM covers

Dealer Management

Build and maintain relationships with internal and external sales networks
Motivate and support sales staff
Improve the quality of services offered
Coherently analyze sales channel effectiveness

Sales network development

Identify POS potential
Improve POS operations
Monitor KPIs
Dedicated partner and staff portals offer:

Improved staff/back office communications
Improved interactions with sales network management

Partner development

Quickly identify and assess potential partners and develop productive relationships
Manage partner development and verification processes

What benefits will PRM bring to your organization?

Increased sales network effectiveness
Improved decision making processes and reaction times
Ongoing monitoring of KPIs
Improved information flow and request reaction time
Effective planning and management of POS investments
Improved staff motivation and engagement
Reduced errors
Knowledge base improving access to documents and cooperation histories