Why should I connect my CRM to the partner portal

While your partner portal can be deployed independently, integrating it with your existing infrastructure can enhance the impact and value of the total solution. To streamline integration, your portal has pre-built connectors to many third-party CRMs, including Salesforce, Microsoft Dynamics, Sugar CRM, and others.

What's the value of connecting your CRM to the portal?

• Automatically update lead information to your existing CRM.
• Save time on data entry.
• New portal activity is added to updated CRM leads.
• Provide more insight for salespeople for lead follow-ups.
• Pull contact lists/lead lists to your portal records.

What information is updated?

• Leads
• Portal activities

What information is shared with your supplier?

• Unique leads are NOT shared with your supplier
  • Vendors do not see ANY lead contact information
• Distributed leads ARE shared with the partner
  • Sales visibility, lead profile data, and marketing activities
  • Activities associated with leads