Partner Relationship Management

Provide the best experience for your channels and partners with a PRM platform

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+ 3000 companies trust and use the Ploomes Sales CRM

Have management and operation
of partners and channels

Relationship Management

Create new partners and manage relationships with current ones.

For your partners

Provide a portal for registering leads, generating proposals, monitoring commissions, accessing materials, and more.

Complete management

Register channels, assign permissions, set goals, and track results in real time.

Benefits

Product

Services

Benefits

Check out some clients that benefit from the Ploomes Partner Relationship Management module.

Elimination of flaws in partnership processes

Automations do not allow forgetfulness or lack of data. Eliminate the dependence on people's memory and, thus, process failures related to partners.

Autonomy for partners

Process automation gives channels greater independence without breaking business rules, facilitating actions such as booking leads, issuing quotes, generating contracts, and others.

Visibility of the status of each opportunity

Each opportunity, its history, and its next actions must be within the field of vision of managers. The partner opportunity funnel methodology allows for this visibility.

Lead booking management

Channel referrals and clients, when centralized on a single base, allow better management of these portfolios, avoiding conflicts.

Product

Benefits of Ploomes partner relationship management

Processes for Managing Leads and Partners

Create diverse processes to monitor the work of each partner, being able to direct demands and monitor opportunities from end to end.

Access Levels

Define who can generate, change, or view each field, opportunity, deal, or document. Also create approval flows so that specific configurations, amounts, or discounts are controlled, and thus obtain 100% control of the partners' operation.

Automation of proposals and documents

Give your partners the possibility to generate contracts, terms, and commercial proposals automatically and according to their standards.

Management reports

Create and customize filterable dashboards to gain visibility with productivity and channel performance analyses, allowing for data-based decision-making.

Services

Our services are made available to provide you with better user experience possible with Ploomes

Consultative implementation

You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.

Recurrent support

Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..

Projects

Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.