1. SharePartner Overview

1.1 What is SharePartner

SharePartner helps companies better manage sales channels and distributors. It extends CRM sales, marketing, customer service, and other business functions to partner organizations to foster more collaborative channel relationships and empower partner performance growth.

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1.2 Business Scenarios

(1) Business Connectivity

a. Standard business connectivity extends sales process automation to channel partners, enabling collaboration across the Leads-to-Cash chain. It supports partner onboarding and tiering, Leads capture, Account registration, Opportunity co-ownership and joint follow-up, special-price approval, and other core scenarios to facilitate interactions between vendors and partners.

b. Custom business connectivity leverages the ShareCRM PaaS platform to build partner portals and tailor workflows to partner characteristics and business needs, improving channel management and partner productivity.

(2) Communication & Collaboration
Provides Interconnection Chats, to-dos, notifications, and announcements so Upstream and Downstream parties can communicate in real time based on business processes. Upstream users view and handle partner requests in CRM, while Downstream users see tasks and updates in SharePartner, enabling seamless cross-company operations.

(3) Partner Enablement
Use Partner Academy and partner service portals to提升 partner capabilities. Built-in dashboards such as Sales Briefing and sales funnel provide out-of-the-box analytics to comprehensively enable partners’ digital sales management.

1.3 SharePartner Highlights

(1) 1+N deployment — truly empower partners
Unlike traditional distributor-management tools, each distributor can run its own CRM, manage its own business, and interconnect with vendor systems while remaining autonomous. A single Downstream partner can connect to multiple Upstream vendors and handle business orderly.

(2) Built on PaaS — highly customizable
Unlike smaller vendors, ShareCRM’s PaaS provides unique customization and integration capabilities so you can deliver differentiated partner workflows without large-scale custom development.

(3) Drive partner transactions and capability growth
From Leads, Accounts, and Contacts to Opportunities, SharePartner supports every stage of the sales process to help partners automate and smartly manage sales. Vendors can deliver on-demand training via Partner Academy to continuously boost partner sales performance.

2. Benefits of Using SharePartner

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