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1 · From Sell through partners (opens in a new tab)

Partner and channel sales

Grow through distributors, with every deal registered once

Partners register deals, quote from your price lists and see their pipeline, while you see the whole channel.

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A distributor's account: three open quotes, 128 installed units and an order in production, beside a Data Agent suggestion to offer a service plan.
2 · From Sell through partners (opens in a new tab)

The channel playbook

Four steps to a channel that sells

Your partners work in a portal; you see every deal on your own records.

Talk to our team

  1. Share leads fairly

    Route leads to partners by region and expertise. See who accepted and who acted.

  2. Register and track deals

    Partners register deals in a shared portal. No clashes with your direct team.

  3. Equip partners to sell

    Approved pages, decks and spec sheets. Always the latest version.

  4. Pay partners on time

    Commissions tracked on each closed deal. Statements partners can trust.

Suggested updates for Bellmere Bank, prepared by the Data Agent: a new contact, a missing industry and a duplicate merge, with Approve changes, Review each and Dismiss buttons.
3 · From Hourglass for manufacturers (opens in a new tab)

Manufacturing

Built for complex products and long relationships

Hourglass follows an account from the first quote through years of service.

A quote from ERP pricing for a distributor: the price list, an 8% discount and a sales manager's approval.

Quotes from your real price lists

Build quotes from ERP pricing and discount rules, and route them for approval without long email chains.

  • Prices from your ERP
  • Discount rules with one-step approval
  • Every dealer and distributor deal on the account
Learn more about Revenue Hub
A service visits card: six months of visits for one account, most fixed on the first visit.

Service history on every ticket

Technicians see installed equipment, past visits and parts used before they arrive.

  • Installed equipment on every ticket
  • Past visits and parts used
  • The right parts on the van
Learn more about Service Hub