Category Archives: channelSUITE

channelFUNDS Integrates with ERP to Provide Credit Confirmation

In a recent implementation of channelFUNDS at a Fortune 100 site, successful integration with the client’s ERP enables confirmation of distributor reimbursement of a co-op marketing funds claim. This allows users to access the credit memo ID issued by the ERP, and its time stamp, through the claim record in the channelFUNDS interface.

The new credit confirmation function will soon be appearing on channelSUITE’s standard feature list, offering our clients several ways of providing the valuable data to channel partners.

In this same implementation, channelSUITE was used as the master user access/privilege control center and single sign-on provider for several other legacy applications. This integration, which required minimal modifications to the legacy programs, allows the client to maintain control of all channel-facing programs and partner data from one centralized facility, and provides the internal and partner users with a portal interface to the various applications.

Comparing Purplewire Lead Distribution Solutions

Purplewire offers two different solutions for sales lead distribution: channelLEADS (the leads management module of channelSUITE), and LEADpiper.

Why are there two products, and how do I know which one is best for me?

Good questions!

channelSUITE is geared towards a vendor with a relatively diverse indirect sales channel. Common operational processes like lead distribution (and also co-op marketing funds management, partner recruiting and credentialing, etc.) become much more complicated when partners are assigned to different theaters and regions, handle different product lines, or when responsibility for the “care and feeding” of those partners is split between multiple internal channel administration staff members.

In such a scenario, you probably feel the need for a tool like channelSUITE to catalog all the attributes and theater/region associations of the partners, and also to keep track of which of your internal channel staff (we call them “administrators”) has responsibility for which partners. We can build a solid foundation for this data in channelADMIN (the central channel management module of channelSUITE) and then use it as a platform to drive the operational channel processes like lead distribution (via the channelLEADS module) and co-op funds management (through channelFUNDS) in a consistent and cohesive way.

Another defining characteristic of channelSUITE is that each channelSUITE customer gets their own private software installation (hosted and managed by Purplewire) with its own database, branding, and URL. This “single tenant” approach allows us great flexibility to customize your installation both in terms of functionality and “look and feel”.

But what if you don’t care about all that stuff?

If you don’t need custom functionality or private label branding, you have a single lead administrator, your sales organization has a simple hierarchy, or you’re only looking for a “point solution” for lead distribution, LEADpiper may be a better fit for you.

LEADpiper is a “multi-tenant” web application; you can register for an account on the site and start using it right away. There are no setup fees, and we give you some free credits so you can use it for a while for free. Setup is very easy, and you can get started sending leads to your recipients immediately.

Although LEADpiper is in some ways simpler than channelLEADS, it’s not lacking in features. It provides the same flexibility in accepting leads from multiple sources in multiple formats, and provides a robust but easily usable set of features for defining lead routing rules based on lead content (including geographic data).

We’ve put together a new “feature matrix” that demonstrates some of the similarities and differences between LEADpiper and channelLEADS. Please give it a look. Hope you find it useful, and as always comments and suggestions are welcome.

channelSUITE is now ready to power your Dealer Locater!

channelSUITE now offers multiple easy integration methods to get additional value out of its channel partner database. The new tools let channelSUITE customer leverage its channelADMIN partner database to drive the “dealer locater” feature on its company website, allowing their website visitors to find contact info for your partner locations in a specific geographic area. You can choose to provide search by country, by state/province in US or Canada, by US zip code (with a user-selectable search radius), and optionally filter search results by partner or location “tags” appropriate to your business (vertical specialty, product authorization, etc.). Multiple integration methods are provided ranging from simple (HTML iframe include) to fancy (AJAX inline content update or XML web service call).

new channelADMIN function for managing partner recruits!

The latest addition to the channelADMIN gives companies a systematically managed pipeline for applicants and recruits of their channels. An important channel success factor is the continuous addition of qualified, productive partners into your network of distributors. channelRECRUITS provides you with the means to systematically keep track of leads and/or applications for new partnerships, facilitate team work on applicant credentialing, remind designated staff to move applications through the process, and maintain electronic records of all applications and resulting actions. Feature Highlights.

Purplewire rolls out new channel organizer and communicator!

channelADMIN 4 is the ideal Channel Relations Management platform that lets you organize all your channel relationships quickly right out of the box, easily deploy the resource to your team, and begin communicating to partners right away, with features such as:

  • “State of the channel” dashboards.
  • Easy browsing/search through theaters, regions, partner types/specializations/certifications.
  • Delegating sales territories.
  • Personal distribution lists for email channel communications.

and much more….
You can also sign up for an online demo here.

channelFUNDS™ 4 is Here!

The new Co-op/MDF management system comes with a host of new features to make managing partner accruals and reimbursements even easier and starting a “market development fund” a simple task. Highlights of the new features are:

  • Multiple budget lines to choose from when approving a payment/reimbursement
  • Strategic investment budgets and market development accounts to fund vendor-driven marketing initiatives
  • Multiple “progress payments” on an expense/claim
  • Electronic documentation/repository of proof-of-purchase/performance

If you would like to learn more.
You can also sign up for an online demo here.