Configure Partner Relationship Management

Install the PRM (com.snc.partner_relationship_management) application from ServiceNow® Store to enable enterprises to hire partners and improve their sales cycles.

Admins and users with various roles, such as Enterprise partner admin (sn_prm.enterprise_partner_admin), Enterprise partner agent (sn_prm.enterprise_partner_agent), and more must complete the following configuration tasks to set up the Partner Relationship Management application.

Table 1. Set up PRMThis table describes the configuration tasks required for Partner Relationship Management and their descriptions.

Task	Description	Role
Install Partner Relationship Management	Install the Partner Relationship Management application from ServiceNow Store.	admin
Roles and components of Partner Relationship Management	Assign functional roles to different PRM entities.	admin
Data model for Partner Relationship Management	Configure and add data to the different tables that are installed with PRM.	admin Enterprise Partner admin (sn_prm.enterprise_partner_admin)

• Install Partner Relationship Management
  Install the Partner Relationship Management plugin (com.snc.partner_relationship_management), along with the demo data and installations that are related to ServiceNow Store applications and plugins.
• Roles and components of Partner Relationship Management
  The Partner Relationship Management application uses roles to provide access to information, identify internal and external users, maintain data security, and establish different types of relationships between enterprises and channel partners.
• Data model for Partner Relationship Management
  The Partner Relationship Management data model provides a framework to map the relationship between channel partners and programs.
• Partner Workspace
  Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers.
• Configure Segment Management
  Install the Segment Management application (com.snc.segment_mgmt) from the ServiceNow® Store to manage and group entities into various segments to promote progression.
• Deal Registration
  Install the Deal Registration Management plugin (com.snc.deal_registration_management) to enable channel partners to create a structured and organized process to identify and manage a customer's interest in the enterprise's products.
• Install Sales Common for Partner Relationship Management
  Install the Sales Common for Channel Partners plugin (com.snc.partner_relationship_management_sales_common), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.
• Install Order Management for Channel Partners
  Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.
• Install Opportunity Management for Channel Partners
  Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) and installations that are related to ServiceNow® Store applications and plugins.
• Install Quote Management for Channel Partners
  Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.

Related concepts

• Partner Relationship Management
• Using Partner Relationship Management