Create and Link Sales Plans, Solutions, and/or Opportunities in your Partner Program

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  1. Create and Link Solutions
  2. Create and Link Sales Plans
  3. Create and Link Opportunities
  4. Create and View Metrics using your Solutions, Sales Plans, and Opportunities

 

Partner Program Solutions

You can track your progress towards revenue goals on a granular level with Solutions. Creating and linking Solutions to your Partner Program allows you to pull aggregate data and track metrics in one place.

Click here to jump directly into the Joint Solutions Pro Training Guide.

 

Navigate to your Partner Program Solutions

1. To view and create Solutions in your Partner Program, navigate to the Individual Partner ProgramFor more information about navigation, click here.

2. On the Individual Partner Program Strategy section, click the “Solutions” tab on the left.

3. In the Solution section, you can view all of the Individual Partner Program Solutions in a table view. With the WorkSpan table view, you can run your cadence calls, update the solution stage, view the solution comments, and review the solution tasks all from one screen! To learn more about table views, click here (Partner Programs Article Coming Soon!).

 

Create a New Solution in your Partner Program

1. To create a net new Solution, hover over the Solution tab on the left to reveal the "+" button.

2. Click the "+" button and select "Add New" from the dropdown. This will open the Create Solution tab.

3. Next, enter and fill out all of the information of your Solution; including the Solution name, description, sharing settings, and more. The information required within the Solution tab may vary based on your company needs. To learn more about creating a Solution, click here.

4. Once done, click "Save". To learn how to manage your Solutions, click here.

 

Link a Solution in your Partner Program

1. To link a Solution to your Partner Program, hover over the Solution tab on the left to reveal the "+" button.

2. Click the "+" button and select "Link Existing" from the dropdown. This will open the Add Solution tab.

3. Select the Solutions which you want to associate with the Partner Program.

4. Once done, click "Add".

 

Create and Link Sales Plans

You can track your progress towards revenue goals on a granular level with Sales Plans. Creating and linking your Sales Plans to your Partner Program allows you to pull aggregate data and track metrics in one place.

Click here to jump directly into the Joint Sales Pro Training Guide.

 

Navigate to your Partner Program Sales Plans

1. To view and create Sales Plans in your Partner Program, navigate to the Individual Partner ProgramFor more information about navigation, click here.

2. On the Individual Partner Program Strategy section, click the “Sales Plans” tab on the left.

3. In the Sales Plans section, you can view all of the Individual Partner Program Sales Plans in a table view. With the WorkSpan table view, you can run your cadence calls, update the sales plan stage, view the sales plan comments, and review the sales plan tasks all from one screen! To learn more about table views, click here (Partner Programs Article Coming Soon!).

 

Create a New Sales Plan in your Partner Program

1. To create a net new Sales Plan, hover over the Sales Plans tab on the left to reveal the "+" button.

2. Click the "+" button and select "Add New" from the dropdown. This will open the Create Sales Plans tab.

3. Next, enter and fill out all of the information of your Sales Plans; including the Sales Plan name, description, sharing settings, and more. The information required within the Sales Plans tab may vary based on your company needs. To learn more about creating a Sales Plan, click here.

4. Once done, click "Save". To learn how to manage your Sales Plans, click here.

 

Link a Sales Plan in your Partner Program

1. To link a Sales Plan to your Partner Program, hover over the Sales Plans tab on the left to reveal the "+" button.

2. Click the "+" button and select "Link Existing" from the dropdown. This will open the Add Sales Plan tab.

3. Select the Sales Plans which you want to associate with the Partner Program.

4. Once done, click "Add".

 

Create and Link Opportunities

You can track your progress towards revenue goals on a granular level with Opportunities. Creating and linking your Opportunities to your Partner Program allows you to pull aggregate data and track metrics in one place.

Click here to jump directly into the Opportunities Pro Training Guide.

 

Navigate to your Partner Program Opportunities

1. To view and create Opportunities in your Partner Program, navigate to the Individual Partner ProgramFor more information about navigation, click here.

2. On the Individual Partner Program Strategy section, click the “Opportunities” tab on the left.

3. In the Opportunities section, you can view all of the Individual Partner Program Solutions in a table view. With the WorkSpan table view, you can run your cadence calls, update the opportunity stage, view the opportunity comments, and review the opportunity tasks all from one screen! To learn more about table views, click here (Partner Programs Article Coming Soon!).

 

Create a New Opportunity in your Partner Program

1. To create a net new Opportunity, hover over the Opportunities tab on the left to reveal the "+" button.

2. Click the "+" button and select "Add New" from the dropdown. This will open the Define an Opportunity tab.

3. Next, enter and fill out all of the information of your Opportunity; including the Opportunity name, description, sharing settings, and more. The information required within the Opportunity tab may vary based on your company needs. To learn more about creating an Opportunity, click here.

4. Once done, click "Save". To learn how to manage your Opportunities, click here.

 

Create and View Metrics using your Solutions, Sales Plans, and Opportunities

Once you have linked or created Sales Plans, Solutions, and Opportunities, you can easily track metrics directly from the Partner Program Overview page. With Partner Programs, you can add new metrics as your program develops, and pull aggregate data from any linked Opportunities, Solutions, and Sales Plans. When Partners join your Program, they can define and track respective contribution metrics and measure the partnership from their lens. 

To learn more about Partner Program metrics and overview page, click here.

1. Hover over the Partner Program Metrics panels on the Individual Partner Program Strategy section to reveal the "+Metrics" icon.

2. Once revealed, click the "+Metrics" icon.

3. In the Add Metric tab, enter your Metric Name, Goal, Access Control, and select the Metric Type

4. To create a metric based off of your Solutions, Sales Plans, and/or Opportunities, enabled the Calculated Results feature. Calculated results are calculated and automatically updated from your linked opportunities, sales plans, and/or solutions. If you enable Calculated Results, select a Table View in the Select Table View field to filter across opportunities by different criteria. To learn how to create and save a table view within your Opportunities, click here. 

6. Once done, click "Save". Congrats, you have created a calculated metric for your Partner Program!

 

Next Up » 

Link Sales Plans, Solutions, or Opportunities to your Partner Program

Add Assets and Tasks to your Partner Program

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