Importance of Lead Management Modules in Partner Portal

Lead management semi automation is one effective feature of partner portals that channel mangers and partners love. Opportunities are better handled with a system integrated to the sales process. We had a problem before of leads getting wasted because of poor documentation and recording. Because our firm decided to enroll in one of our vendor’s portal, we’ve seen remarkable improvements in our sales activity.

In the lead registration, conflicts are avoided because leads are not duplicated. It’s harder to steal leads with the channel manager monitoring and authorizing each lead that comes in.

We can finally concentrate on what we do best and that is selling. Tedious tasks previously needed to be done manually are now automated so we are freer to focus on the main prize.


partner channel

Lead management modules can facilitate distribution of leads to different partners as long as they are registered and active in updating their accounts. Real time processing eliminates waiting time so resellers can act quickly to close deals.

The automated system tracks where leads originated, when it was submitted and the action by the sales representatives. It even computes the commissions, and profits expected by both the reseller and the vendor. It can’t get more automated than that!

Report generation is another feature in partner portals that makes the investment worth it especially in the long run. We’ve had some issues in the past where figures were mistyped or miscalculated. With the automated feature, these kinds of errors are eliminated.

The partner portal is also another venue where we can communicate with the vendor. By checking our reports, sales statistics, the channel manager can immediately point to the weak areas or strong areas of our sales activity. The portal’s graphs function reflects the progress we’ve been having. And it can also show where we can improve.