1. SharePartner Overview

1.1 What is SharePartner

SharePartner is designed to help enterprises better manage their sales channels and distributors. It extends the CRM system’s sales, marketing, customer service, and other business functions to partners, fostering more collaborative channel relationships and empowering partners to achieve growth.

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1.2 Business Scenarios

(1) Business Integration

a. Standard Business Integration automates sales processes for channel agents, enabling collaboration in the Leads-to-Cash cycle. Key scenarios include partner onboarding, tiered management, lead acquisition, customer registration, joint Opportunity follow-up, and special pricing approvals, streamlining interactions between vendors and agents.

b. Customized Business Integration leverages ShareCRM’s PaaS platform to tailor partner portals and workflows based on business needs, enhancing channel management and partner efficiency.

(2) Communication & Collaboration

Provides Interconnection Chats, tasks, notifications, and announcements, enabling real-time communication between Upstream and Downstream partners. Upstream partners can view pending tasks in CRM and process Downstream requests, while Downstream partners track tasks and stay updated on Upstream activities—facilitating seamless cross-enterprise collaboration.

(3) Partner Enablement

Boosts partner capabilities through Partner Academy and Service Portal. Ready-to-use analytics like Sales Briefing and sales funnels empower agents with data-driven business management.

1.3 Key Features

(1) 1+N Connectivity for True Partner Enablement

Unlike traditional agent management tools, SharePartner lets agents operate their own CRM systems—interconnected yet independent from vendors. A single Downstream partner can connect with multiple Upstream vendors, ensuring organized operations.

(2) Highly Customizable on PaaS

Distinct from niche solutions, ShareCRM’s PaaS platform offers tailored business configurations and connectivity without extensive customization.

(3) Streamlined Partner Operations & Performance Growth

From Leads, Accounts, and Contacts to Opportunities, it automates and optimizes every sales stage. Vendors can also train partners via Partner Academy, driving sales success.

2. Benefits of Using SharePartner

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