Partner Enrollment and Profiling

Partner Enrollment

Effectively manage the partner program application, agreement and renewal process.

 

Partner submits an online form for program membership

  • Standard form with configurable fields

Approval and Decline

  • Workflow for review and approval of form, routed to appropriate approvers determined by partner type and geography
  • Email communications to partner and internal approvers

Contract Process

  • Program terms and conditions click wrap agreement
  • Contracts retain viewable historic references to the terms and conditions (T&Cs) the partner company agreed to at time of enrollment even if the partner program’s terms and conditions are subsequently updated
  • Automated email notifications to partners and internal users during the contract renewal process

Partner Company (Account) Profiles

  • View and search partner companies, login profiles and partner data via an easy-to-use and consistent search interface
  • Record, search and manage partner company details

User Registration and Portal User (Contact) Profiles

  • Users self-register once their company is accepted by entering their email address and profile information about their role and contact information
  • Each user has a profile indicating their company name, contact information, job title and job function

Reporting

  • Enrollment forms: pending approval, approved and declined
  • Number of partners accepted over time
  • Contracts by partner tiers and types
  • Geographic distribution of new partners
  • Application service level (time from submit to approval)





 

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