Add To Sales Team

Streamline lead conversion and expedite team selling.

Extending market reach. It’s a key business driver for leveraging the channel.

Consequently, you want partners to identify new business. But how can you determine which partner leads should be fast tracked as opportunities onto your pipeline, and whether the partner should be responsible for owning and updating the deal?

Apprivo Add To Sales Team streamlines lead-to-opportunity conversion with configurable options that control ownership and visibility.

Add to Sales Team
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How it works

While you want partners to register leads, depending on your sales model, it may not be prudent for partners to update your pipeline when leads convert. Companies with complex sales models may require an internal channel manager to progress opportunity status, even though the partner is responsible for closing the deal. Alternately, companies with referral models may reward partners for identifying new deals, while direct sales rep are responsible updating opportunities and closing sales.

With Apprivo Add To Sales Team, you can use automated rules to identify leads that are ripe for conversion and then streamline the creation of new opportunities. This innovation expedites team selling by using pre-configured options to assign the appropriate opportunity ownership and visibility permissions to your partner, automatically.

Benefits

  • Enhance partner communication with deal transparency
  • Expedite team selling with automated ownership options
  • Reduce admin overhead with rules-based approach
  • Improve pipeline management with appropriate access

With Apprivo Add To Sales Team, you can streamline lead conversion and expedite team selling.

To find out how Apprivo can help extend the value of your Salesforce network, contact us.