Zoho CRM Partner Relationship Management (PRM)
Strengthen collaborative selling with an integrated partner relationship management (PRM) solution within your CRM
Help partners sell more
Customize the way your partners view and enter details
Canvas view allows partners to view their list of contacts in a clear and appealing fashion. Provide them with relevant forms and fields so they can collect information. The CRM admin will be able to edit fields in existing layouts or create custom layouts to suit your needs.
Allow partners to manage inventory
Grant your partners access to view products and quotes, and to create invoices. Partners can share actionable information from referral programs to enrich your internal team’s sales strategy. Collaborate on deals and capitalize on co-branding opportunities to build a mutually profitable relationship.
Gather ideas and suggestions from your partners
Give partners more access to product, contact, or lead modules so they can share their market knowledge. They’ll be able to view records and contribute thoughts by adding notes underneath.