Channeltivity is a partner relationship management system that is designed to allow companies and their channel partners to do business in one central location. Using this Implementation Guide, you’ll see that Channeltivity is easy to use and fast to set up. The guide is divided into 16 categories containing step-by-step instructions that will help you manage, customize, and configure your portal to meet your partner program needs.
Prior to starting the implementation process, we recommend you read through the articles in the "Before you get started" section to ensure you have all the data, materials and information needed to begin the implementation process. You can monitor and track your progress throughout the process by using our Implementation Guide Checklist and your Channeltivity Welcome Kit. If at any point you need assistance, have questions or concerns, please feel free to contact us.
Before you get started:
- Preparing for your Channeltivity Implementation
- Navigation and Controls
- Channeltivity Support and Contact Methods
- General Portal Settings
Step 1: Portal Customizations: Customize your portal’s layout and setup.
Step 2: Groups, Users & Organizations: Define your Groups and create Users and Organizations.
Step 3: Library Module: Add content and set Group permissions for your content to control access.
- Library Settings
- Adding Folders and Uploading Content
- Setting Group Permissions for Library Content
- Partner Library Structure
Step 4: Notifications and Email Settings: Configure your portal’s Email settings and enable admin notifications.
Step 5: Home Page Configuration and Widgets: Add content to your portal home page using widgets.
Step 6: Partner and Organization Field Settings: Create and manage the fields in Partner and Organization profiles.
- Partner User Field Customization
- Partner Record Field Customization
- Organization Field Requirement and Visibility
- State/Province Requirement Settings by Country
Step 7: Partner Module: Manage your Partner recruitment process.
- Partner Module Settings
- Partner Types
- Prospective Partner Stages
- Partner Module Email Notifications
- Region Settings
- Partner Agreements
Step 8: Deal Registration Module: Deal Registration allows your Partners to inform you of sales opportunities in their pipeline
- Deal Module Settings
- Deal Email Settings
- Deals Sales Stages
- Lost Reasons
- Registration Status Workflow
- Deal Custom Fields
- Account & Contact Custom Fields
Step 9: Lead Distribution Module: Lead Distribution enables the passing of Leads to Partners through Channeltivity.
- Lead Distribution Settings
- Lead Email Settings
- Web to Lead Form
- Lead Campaigns and Sources
- Lost Reasons
- Lead Custom Fields
- Lead Conversion Mapping
Step 10: MDF Module: The MDF module gives your Partners an automated way to request and manage their market development funds.
Step 11: Business Planning Module(add-: The Business Planning module enables the process of building and reviewing detailed business plans with your Partners.
Step 12: Forum: The Forum module enables Partners to communicate with each other and with your internal Partner managers through threads and posts within the portal
Step 13: Training & Certification Module: The Channeltivity Training & Certification module gives you the ability to easily create and deliver media-rich training to your partners for your secure portal.
Step 14: Co-Branded Collateral Module: The Co-Branded Collateral Module allows Partners to easily generate and download customized co-branded marketing materials with their logo, contact information and more.
Step 15: Distributor Module: The Distributor module gives Partners the ability to choose a Distributor when registering Deals, and it gives Distributors the ability to track the progress of those Deals.
Step 16: Referral Module: The Referral module gives your Partners the ability to submit prospective Leads/Referrals and track the status of the Referrals (and commissions) throughout the sales cycle.