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. Installing the Partner Relationship Management plugin will automatically also install the Segment Management application.	Admin
Partner Workspace	Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers.	Admin
Partner Portal	Use the self-service Partner portal to add and manage staff, submit an inquiry to the enterprise and more.	Admin
Install Deal Registration	Install the Deal Registration Management plugin from ServiceNow® Store.	Admin
Configure Segment Management	Install the Segment Management application from ServiceNow® Store.	Admin
Install Sales Common for Partner Relationship Management	Install the Sales Common for Partner Relationship Management from ServiceNow® Store.	Admin
Install Order Management for Channel Partners	Install the Order Management for Channel Partners from ServiceNow® Store.	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 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.