1. Logging into SharePartner

1.1 Partner User Login to SharePartner

Downstream partners can access SharePartner through three methods:

1. Web: ShareCRM provides an independent Web portal for SharePartner at fxiaoke.com/qd. Partners can quickly view scenario-based data, BI statistic charts, and data briefings upon login.

• Supports QR Code Login by recognizing the contact’s mobile number.
• Supports username/password login. Upstream administrators can initialize credentials when adding Interconnection users. Partners must use “Forgot Password” to set their own credentials. (Username/password login requires feature flag activation upon request)

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Mobile App: Partners can view carousel images, scenario data, BI charts, and briefings through the app.

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WeChat Official Account: Upstream can configure WeChat integration, allowing partners to access the H5-based SharePartner version.

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WeChat Mini Program support coming soon.

1.2 SharePartner Homepage

ShareCRM Web provides a dedicated SharePartner portal featuring: - Quick template switching - Frequently used menu access - Search functionality - Partner Academy - Reports and charts

Channel managers configure the homepage layout in CRM. For setup details, refer to SharePartner Admin Guide.

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2. Marketing Management

2.1 Partner Marketing

2.1.1 Business Scenarios:

1) Upstream companies distribute promotional content to downstream partners for broader reach, with partners following up on generated Leads. 2) Parent companies coordinate marketing across subsidiaries, managing processes while subsidiaries handle Lead follow-up.

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2.1.2 Value Proposition:

• Amplify brand reach through partner networks
• Provide partners with ready-to-use marketing materials
• Partners retain ownership of generated Leads to boost engagement

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3. Lead Qualification and Management

3.1 Create and Submit Leads

In SharePartner: - Create new Leads for upstream redistribution - Import/export Lead data - Collaborate with team members on Lead conversion

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3.2 Claim Leads from Lead Pool

Upstream can: - Establish dedicated partner Lead Pools - Configure allocation, claiming, and recycling rules - Enable direct Lead access for downstream sales teams - Support manual assignment by admins

This ensures efficient Lead circulation between upstream and downstream.

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4. Account Management

4.1 Account Deduplication and Registration

When creating Accounts: - Leverage business registration checks and deduplication tools - Automatically trigger approval workflows - Prevent inter-partner conflicts through upstream validation

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4.2 Account Allocation and Return Policies

Features include: - Direct Account claiming from upstream - Capacity limits based on partner tier and rep competency - Return-to-pool functionality for stagnant Accounts

This prevents resource hoarding and optimizes distribution.

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5. Opportunity Management

5.1 Opportunity Registration

New Opportunities automatically: - Trigger approval workflows - Follow predefined sales processes - Standardize pipeline progression - Increase win rates

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5.2 Collaborative Opportunity Management

Upstream can: - Embed best practices in sales processes - Configure partner-specific workflows - Track all partner Opportunities - Generate accurate forecasts

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6. Order Management

6.1 CPQ

Upstream can: - Set tiered Products and Price Lists by partner level - Enable discount requests with upstream approval - Support complex product configurations (CPQ)

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6.2 Sales Order Management

Downstream can: - Submit Sales Orders - Associate with partner Price Lists and Quotations - Operate within upstream-defined product/price parameters

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7. Partner Fieldwork

Partners can: - Create Fieldwork plans - Execute field activities

// This feature requires activation. Contact product team for details.*

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8. Cross-Enterprise Collaboration

Communication: - Cross-enterprise messaging via Chats - Group or 1:1 conversations

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Task Notifications: - Real-time business updates - Cross-enterprise task coordination

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9. Reports Management

Preconfigured analytics include: - Sales Briefings - Lead conversion metrics - Opportunity pipelines

Upstream can share custom Reports and Data Dashboards with partners.

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