Partner Relationship Management
Summarize
Summary of Partner Relationship Management
The ServiceNow® Partner Relationship Management (PRM) application offers a unified workspace designed for sales, delivery, marketing, and operations teams to efficiently manage the entire partner lifecycle. The Australia release introduces significant enhancements that streamline partner interactions and improve deal and quote management within the Partner portal.
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Key Features
- End-to-End Quote Management: Channel partners can create, manage, and track quotes directly within the Partner portal using a guided self-service quoting experience, eliminating the need for access to internal workspaces.
- Deal Registration Enhancements: The advanced approval framework allows for structured deal registration submissions with configurable approval rules based on deal attributes. Features include record locking during review, audit trail tracking, and automated notifications for approvers.
- Deal Registration Task Management: Automatic creation and management of deal registration tasks are enabled via Flow Designer, with centralized visibility in the Channel Partner workspace and email notifications for assigned users.
- Quote Pipeline Monitoring: A dedicated quotes landing page in the Partner portal provides widgets that track quote volume, stalled quotes, and highest-value active quotes, assisting partners in monitoring their pipeline effectively.
- Plugin-Based Installation: New plugins, including Opportunity Management for Channel Partners and Quote Management for Channel Partners, extend capabilities to track opportunities and quotes collaboratively.
- Fluent Apps Upgrade: PRM applications have been upgraded to Fluent Apps, enhancing usability and maintainability.
Activation and Installation
To leverage these capabilities, customers must install the Partner Relationship Management application via the ServiceNow Store and activate the corresponding plugins such as Partner Relationship Management, Opportunity Management for Channel Partners, and Quote Management for Channel Partners. The Partner Relationship Management app for Customer Service Management (CSM) Configurable Workspace is also available through the ServiceNow Store.
Practical Benefits
These enhancements help ServiceNow customers accelerate deal registration velocity, improve partner self-service capability, maintain structured and auditable approval processes, and provide clear visibility into partner quote pipelines. This results in more efficient partner management, faster deal processing, and better collaboration within the partner ecosystem.
The ServiceNow® Partner Relationship Management application provides a unified workspace for sales, delivery, marketing, and operations to help you manage the entire partner life cycle. Partner Relationship Management was enhanced and updated in the Australia release.
Partner Relationship Management highlights for the Australia release
- Enable channel partners to create, manage, and track quotes end-to-end directly in the Partner portal.
- Accelerate deal registration velocity, with a guided creation playbook for channel partners.
- Enable channel partners to monitor their quote pipeline from a dedicated quotes landing page in the Partner portal. Widgets track quote volume, stalled quotes, and highest-value active quotes.
- Submit deal registrations for structured approval using configurable approval rules driven by deal attributes.
- Create and manage deal registration tasks with automatic task creation triggered by deal state transitions and email notifications to assigned users.
- PRM applications are upgraded to Fluent Apps, delivering enhanced usability and maintainability
New in the Australia release
- Install Opportunity Management for Channel Partners
- Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) to enable channel partners to track opportunities with channel partners.
- Install Quote Management for Channel Partners
- Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) to enable channel partners to track quotes with channel partners.
- Quote creation via Self-Service for Channel Partners
- Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application (
com.sn_quote_self_service). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces. - Deal registration Advanced Approval Framework
- Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers.
- Deal registration task management
- Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies.
Activation information
Install Partner Relationship Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. Partner Relationship Management is available with activation of the Partner Relationship Management plugin. For details, see Activate the Return Merchandise Authorization plugin.