1. QR Code Login to SharePartner

1.1 Partner users sign in to SharePartner

Downstream partners can access SharePartner in three ways.

1. Web: ShareCRM provides a dedicated Web portal for SharePartner at: fxiaoke.com/qd. When partners sign in on the Web portal, they can quickly view object-scene data, BI Chart, Dashboards and Sales Briefing.

• Supports QR Code Login via WeChat. The system recognizes the linked contact phone number and signs the user in automatically.
• Supports account/password login. When the upstream configures Interconnection users in CRM, they can initialize the account and password. Downstream users can use the initial password for first-time sign-in. If downstream users want to set their own password, they should use the Forgot Password flow. (Account/password login is a gated feature—contact product for staged rollout.)

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Mobile: Downstream partners who sign in via the mobile APP can view Carousel Images, object-scene data, BI Chart and Sales Briefing.

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WeChat Official Account: The upstream can bind SharePartner to a WeChat Official Account. Downstream partners can follow the account to access the SharePartner H5 version.

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We will support WeChat Mini Program access to SharePartner in a future release.

1.2 Partner landing page

The ShareCRM Web provides a dedicated SharePartner portal that lets partners switch homepage templates quickly, access frequently used menus, and use global search, Partner Learning, Reports and Charts. The homepage layout for SharePartner is configured by the Channel Manager in CRM. For details about homepage layout settings, see the SharePartner — Administrator Guide.

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2. Marketing Management

2.1 Partner Marketing

2.1.1 Business scenarios:

1) When upstream enterprises run promotional campaigns, they want to distribute campaign assets to downstream partners to amplify reach. Leads generated by partners are followed up by the corresponding partner.

2) A corporate group with multiple subsidiaries can run group-wide marketing. Headquarters launches campaigns and manages the process; subsidiaries participate and follow up leads; the group headquarters tracks results.

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2.1.2 Value

1) Expand brand reach through partner channels. 2) Partners can access upstream marketing assets for promotion at any time. 3) Leads generated by downstream partners remain with the partner for follow-up, improving promotion incentives.

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3. Lead Qualification and Management

2.1 Create and submit Leads

In SharePartner, tap Create Sales Lead to create a Lead. Downstream partners can provide Leads to the manufacturer for upstream reassignment.

SharePartner supports Lead import and export.

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Downstream partner users can invite other members to jointly follow up and convert a Lead.

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2.2 Claiming Leads from Lead Pool

Upstream can create dedicated Lead Pools for partners and configure pool allocation, claiming and reclaim rules. Each downstream sales rep can claim Leads directly from the upstream manufacturer for easy follow-up and conversion. Administrators can also assign Leads directly to downstream partner reps.

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Flexible Lead management ensures efficient upstream–downstream Lead flow and improves resource utilization.

3. Account Management

3.1 Account deduplication and registration approval

When downstream users create a new Account in SharePartner, they can leverage business-registration lookup, duplicate-check tools and other validations to ensure data completeness and accuracy. The system automatically triggers a registration report workflow for upstream review to prevent account collision among agents and protect the interests of the manufacturer and other partners.

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3.2 Account claiming, return and retention limits

Each downstream sales rep can claim Accounts from the upstream manufacturer. Retention capacity can be limited based on partner tier and rep capability to prevent resource hoarding. If an Account does not progress toward conversion, it can be returned to the Account Pool for reassignment to other reps.

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Refined Account management prevents agents from competing for the same Account and maximizes upstream–downstream resource sharing while enabling fair performance evaluation.

4. Opportunity Management

4.1 Opportunity registration

When a downstream user creates an Opportunity, the system triggers an approval workflow to complete registration. The Opportunity then progresses following the partner sales process defined by the manufacturer, with required stage tasks to move toward a win. This standardizes, automates and clarifies Opportunity management and increases win rates.

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4.2 Joint Opportunity follow-up

Manufacturers can codify best-practice sales plays in CRM and assign partner-specific sales processes based on buyer behavior and interests. Downstream reps complete required stage tasks to advance Opportunities. Manufacturers can view all partners’ Opportunity distribution, Opportunity value, per-stage win rates, and use the Opportunity funnel for forecasting.

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5. Order Management

5.1 CPQ (Quotation Management)

Manufacturers can assign different sellable Products and applicable Price Lists to different partners or customer tiers to motivate agents.

When downstream agents create a Quotation, they can request additional discounts based on the partner Price List. Once the upstream channel manager approves, the agent can quickly create an Order, improving collaboration efficiency. For manufacturing partners, ShareCRM supports complex product configuration and selling via CPQ.

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5.2 Sales Order Management

Downstream agents can submit Sales Orders in SharePartner. Orders can link to partner Price Lists and Quotations. Sellable Products and pricing are controlled by the upstream’s configured sellable scope.

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6. Partner Fieldwork

Downstream partner members can schedule and execute Fieldwork tasks in SharePartner.

//* This capability is a staged feature. Contact product for access.

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7. Upstream–Downstream Collaboration

Communication and collaboration: enable cross-company collaboration and efficient business information flow.

Interconnection Chats: start single- or multi-person conversations across companies with one action to resolve business blockers easily.

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Tasks and business notifications: get timely updates on business progress and work tasks to achieve cross-company information synchronization.

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8. Reports

Managers and employees can view the business data they own. Prebuilt Reports such as Sales Briefing, Lead Conversion and Opportunity Funnel are ready to use out of the box. Upstream users can also expose custom Reports and Dashboards to SharePartner.

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