How to Pull Off a Successful PRM Launch

New Products

Summary

Campbell Tourgis, COO of Wainbee, explains, “The difficulties of data migration became more evident when we discovered duplicates, discrepancies, and missing details in our CRM. Marshal Davis, President of Ascendly Marketing, cited coordinating with busy employees as the “biggest hurdle” in their last client’s PRM launch. Besides nailing down deliverable due dates, these meetings may expose roadblocks you haven’t considered or reveal new partner program ideas you hadn’t thought of before. Jon Morgan, CEO of VentureSmarter, suggests, “Hold regular team meetings to discuss progress, challenges, and successes and create a countdown to the launch day to keep everyone motivated.” Marshal hosted internal webinars and workshops to emphasize the portal’s efficiency and value to the company’s revenue. Channeltivity’s self-service partner portal has all the features you could possibly need in your PRM, from joint business plans to granular user permissions to an open API.

Classifications

industries
Fintech & Banking
applications
Data Management

AskAI Classifications

Labels
Software SaaS Partner Relationship Management

Linked Companies

Channeltivity, LLC
$1M to $5M