Apprivo Multi-Tier Visibility


Reduce sharing barriers between partners and improve collaboration.

Channel selling and channel management are not individual pursuits. Partners regularly need to collaborate on deals, be it with distributors, other partners, or other locations within their own organization. Additionally, vendors are requesting and incenting distributors to take on more management responsibility with resellers, such as approving deal registrations and managing market development fund requests.

Apprivo Multi-Tier Visibility extends native Salesforce sharing, allowing partners to share account, contact, opportunity, and lead records both within partner accounts from their own organization (hierarchical relationships) and across partner accounts with other partners and distributors (matrix relationships).

How it works

The native Salesforce Partner Portal sharing model separates each partner account and its related information. This makes it difficult for partner companies to share information between headquarters and regional locations. And impossible for resellers and distributors to collaborate efficiently on leads and opportunities. The traditional solution requires the creation of sharing rules, which is neither dynamic nor scalable for a large number of partners.

With Apprivo Multi-Tier Visibility, you no longer need to manually create rules to share information within partner accounts. The application mirrors the native account hierarchy to automatically create sharing. Accounts at higher hierarchy levels have full line of sight to all accounts, contacts, opportunities and leads within their partner child accounts.

Additionally, Apprivo allows you to quickly create visibility across reseller and distributor accounts with an intuitive interface. In just two clicks, you can select the account and define its relationship. Apprivo automatically builds the sharing rules in the background. This innovation makes it easier for partners to collaborate with other partners.

See it in action

See Apprivo Multi-Tier Visibility in action. Watch the online demo.

Benefits

  • Improve visibility within geographically disbursed partner organizations
  • Improve collaboration between distributors and resellers
  • Empower distributors to add more value by managing key processes
  • Boost partner productivity by providing visibility down the line
  • Reduce admin overhead with automated rules

With Apprivo Multi-Tier Visibility, you can reduce sharing barriers between partners and improve collaboration.