Unlock the new potential in your business partnerships with Unylo CRM’s Partner Portal, a powerful tool designed to provide your partners with unparalleled visibility and control over their sales activities, project statuses, and financial data. This centralised platform offers a transparent and collaborative environment, ensuring all stakeholders are aligned and informed throughout the sales and project lifecycle.
Transparency and Trust, All in the Partner Portal
Partners in Progress, Partners in Growth
Comprehensive Sales and Project Visibility
With Unylo’s Partner Portal, your partners gain real-time access to key information, allowing them to stay on top of critical updates:
Sales Activities: Partners can track and monitor the ongoing sales activities.
Project Statuses: Stay informed on the progress of projects that your partners are involved in, ensuring smooth collaboration and timely decision-making.
Financial Information: Partners can view both estimated and actual rebates from ongoing and completed projects, giving them transparency on their financial expectations.
Centralised Opportunity and Project Management
The Partner Portal is a centralised hub, offering all stakeholders a unified view of opportunities and projects. Partners can easily track their involvement in:
Opportunities: View the opportunities where they act as stakeholders, providing clear insights into potential deals and expected outcomes.
Projects: Monitor the status of each project they are involved in, ensuring they stay informed about milestones and deliverables.
Flexible Rebate Management
Unylo’s Partner Portal allows you to set flexible rebate structures and payment methods for your partners. Whether you need to apply a standard rebate amount or customise it at the project level, the portal adapts to your needs:
Project-Specific Rebates: Adjust rebate amounts for specific projects to ensure your partners receive the compensation they deserve for their efforts.
Payment Transparency: Partners can view both payments received and outstanding payments, giving them a clear picture of their financial position at any given moment.
Streamlined Sales Pipeline Mapping
Your sales pipeline can be directly mapped to the Partner Portal pipeline, ensuring partners have clear visibility into every stage of the sales process. This transparency allows them to manage their opportunities and forecast potential earnings effectively.
Why Choose Unylo’s Partner Portal?
Collaboration-Driven: Streamline communication and collaboration between you and your partners with a shared platform.
Real-Time Updates: Keep your partners informed with instant updates on sales, projects, and financial data.
Customisation: Tailor rebate amounts and payment terms to specific projects, giving you and your partners greater flexibility.
Enhanced Transparency: Provide partners with complete visibility into payments, opportunities, and rebates, fostering stronger relationships and trust.
With Unylo’s Partner Portal, you can empower your partners to contribute more effectively, drive mutual success, and maintain transparency at every step of the sales journey. Start optimising your partner relationships today with Unylo CRM.
Let us improve your business!
By centralising customer data, Unylo enables businesses to offer personalised experiences, fostering stronger relationships and improving customer satisfaction.
