Zoho CRM Partner Relationship Management (PRM)

Strengthen collaborative selling PRM solution within your CRM

Strong business relationships are built on effective engagement, better access to shared information, and trust. Include business partners in your sales process with a customizable partner relationship management (PRM) solution from Zoho CRM. Equip partners with the information and tools your internal sales team uses to optimize channel sales

Help partners sell more

Don’t limit your partners’ role in the sales process to just a lead information hub. Get your partners to add channel leads directly to your sales pipeline via partner portals. They can also tag a lead’s current stage to help nurture them across the channel sales cycle.

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.