Partner Relationship Management
Summarize
Summary of Partner Relationship Management
The Partner Relationship Management (PRM) application helps enterprises efficiently engage and manage channel partners who sell their products and services. It supports the entire partner life cycle—from onboarding to ongoing collaboration—enhancing communication and case management between enterprises and partners. This streamlines partner support, reduces delays, and improves overall partner satisfaction and business outcomes.
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Channel partners such as resellers and system integrators play a vital role in expanding enterprise reach and driving customer success. PRM provides a structured system to manage partner interactions and resolve operational, sales, and service issues effectively. The Deal Registration Management plugin further ensures partners receive recognition and rewards for sourced opportunities while preventing deal overlaps.
Key Features
- Partner Onboarding and Life Cycle Management: Simplifies partner recruitment and engagement to boost satisfaction and reduce onboarding time.
- Partner Portal: Enables partners to create and track support cases, register staff, and access knowledge articles independently, ensuring self-service and faster issue resolution.
- Role-Based Access: Allows partner managers and associates to manage cases and monitor statuses without relying on enterprise contacts.
- Unified Partner Data Model: Provides accurate tracking of partner entitlements and program participation.
- Centralized Case Management: Enterprises can view and assign partner cases efficiently through dedicated workspaces with real-time dashboards tracking partner engagement.
- Deal Registration Management: Manages partner-sourced deals to avoid conflicts and reward partners appropriately.
Practical Outcomes for ServiceNow Customers
With PRM, enterprises gain a streamlined, transparent system to manage channel partner relationships, reducing manual interventions and improving operational efficiency. Partners experience faster support resolution, better visibility into program participation, and a more collaborative engagement model. For example, a global technology reseller can submit and manage support cases easily, track program participation, and communicate directly with the enterprise, leading to stronger partnerships and improved business results.
Enterprises benefit from centralized case management, improved routing of support requests, and enhanced visibility into partner activities, which together help increase partner sales, optimize deal conversion, and strengthen partner loyalty.
Learn how the Partner Relationship Management application enables enterprises to hire and engage channel partners to sell their products and services to grow and improve their business.
Overview of Partner Relationship Management
Channel partners streamline and help manage the sales process of a product or a service for an enterprise. The PRM solution offers tools to manage the end-to-end partner life cycle.
PRM enables an efficient and continuous partner engagement and collaboration system with the enterprise to provide essential support. The PRM system enables partner onboarding, life cycle management, and improves the overall collaboration between channel partners and enterprises. To learn how to configure Partner Relationship Management, see Configure Partner Relationship Management.
The collaboration improves case management solutions and enables partners to log in to the Partner Portal to raise concerns or queries and communicate directly with the enterprise. This provides better resolutions leading to improved enterprise and partner collaboration.
In the partner ecosystem, channel partners such as resellers and system integrators are critical to expanding an enterprise's reach and drive customer success. Channel partners often must raise operations, sales, and service related issues directly with the enterprise. However, without a structured servicing and collaboration system, partners experience delays, inefficiencies, and friction that impact both partner satisfaction and business outcomes. The PRM solution can build a bridge between the channel partners and enterprises.
Use the Deal Registration Management plugin to ensure partners are recognized and rewarded for the opportunities they source and develop. Enterprises can also properly manage an upcoming deal from partners and help prevent multiple partners or internal teams from overlapping on the same customer or opportunity. To learn more about the Deal Registration Management application, see Deal Registration.
Use case
ABC systems, a global technology reseller and implementation channel partner for XYZ solutions (enterprise), operates across North America with hundreds of active customer engagements. ABC's consulting and delivery teams frequently encounter challenges requiring direct support from XYZ, such as clarification on licensing models or product configurations. With the Partner Relationship Management solution, ABC no longer needs to rely on ad hoc emails, informal escalation channels, or multiple sessions leading to delays.
- Submit and manage support cases through the Partner portal designed for easy access and case tracking.
- Benefit from a role-based experience where channel partner managers and associates can independently raise cases and monitor the status without dependency on enterprise contacts.
- Gain visibility into program participation and support activities through personalized dashboards.
- Use the unified partner data model to confirm that entitlements and participation in XYZ's partner programs are accurately tracked and easily accessible.
- View and fulfill cases raised by the channel partner ABC in a centralized workspace.
- Route assignments to the appropriate support agents.
- Track channel partner engagement levels within ABC via real-time dashboards.
By streamlining support and collaboration through PRM, ABC reduces its resolution time, improves internal efficiency, and strengthens its partnership with XYZ.
Key benefits of PRM
- Enhances partner experience- Support partner onboarding and life cycle management to provide an improved interaction system between channel partners and enterprises. This increases partner satisfaction and reduces onboarding time.
- Increase sales and revenue- Streamline and improve collaboration between enterprises and their partners to increase partner sales and performance to enable higher partner-initiated revenue and efficient deal conversion rates.
- Increase operational efficiency- Provide visibility into the partner ecosystem and enable partners to achieve their business goal to decrease manual intervention and increase partner self-service.
Partner Portal
The Partner portal enables channel partners to create cases, register external members as staff, and view knowledge articles.
To learn more about the Partner portal, see Using Partner Relationship Management.