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Partner and channel sales

Grow through distributors and resellers, with everyone on the same deal

Share leads, track partner deals and give your channel the content they need, from the same CRM your own team uses.

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.

The channel playbook

Four steps to a channel that sells

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

  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.

What changes

What changes for your channel team

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

What your sales team notices

Partners stop working from old spreadsheets and email threads: deal status, leads and content live in one portal tied to your CRM.

You see which partners grow, which need help and where your direct and channel teams overlap.

Learn more about partner programs

TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE

Illustrative customers for this demo.

  • Mercantile Bank
  • KeepCup
  • Suzuki
  • Arduino
  • Allica Bank
  • Panoramic Doors
  • Konica Minolta
  • Threekit
  • Alacrity Solutions
  • MVC Group
  • Viessmann
  • Eventus

Customer stories

Remarkable results, in every industry

Banks, retailers, manufacturers and software companies grow with Hourglass.

Illustrative stories for this demo.

See customer stories

“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”

Daniel Okafor

Head of Relationship Banking, Allica Bank

  • 27%

    more cross-sell conversations per relationship manager

  • 6 weeks

    from kickoff to the first team live

Tell us what you’re working on, and we’ll show you how Hourglass fits

Sell through partners | Hourglass