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Magentrix PRM Collaboration

Channel Team Collaboration

Collaboration is at the heart of Magentrix PRM with a central network where channel management teams can communicate on leads and opportunities, sales forecasts and follow everything they need to know about.

Reduce Email

Free your channel team from endless email threads. Magentrix PRM powers your team with real-time messaging and dynamic newsfeeds that track conversations in context so no one is in the dark.

Engage with Partners

Improve your Channel team's ability to communicate with Partners through newsfeeds, alerts and notifications so everyone is in the loop.

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Onboarding Partners

Sign-up and Activation

Enable easy signup for new partners and partner employees. Automate activation or control with your own approval process. Include your own Terms and Conditions for acceptance by the partner. Integrate Adobe Sign for eSignature.

Training and Certification

Provide on-demand product training, onboarding programs and certifications directly through your portal, eliminating the need for additional software or services.

Magentrix PRM Onboarding

Lead Registration

Magentrix PRM Lead Registration

Share Leads

Start your lead management with a clean layout that lets you see all the important facts about the prospect. Easily organize leads by categories to rank and score them. Set status and assign to channel partners. Automatically notify partners and monitor follow up status.

Lead Registration & Approval

Simplify your lead registration process to easily qualify and approve leads and deals. Stay informed on their progress throughout a deal.

Drive Collaboration

Support partners with improved communication at every stage of the sales cycle from sales enablement through to closed deals. Follow opportunities and get notified of any activities. Collaborate in real-time with up to date newsfeeds.

Deal Management

Update Opportunities

The Magentrix PRM solution enables partner engagement and communication so its easy to keep on top of all the opportunities. Your channel teams can easily review and approve partner deals in the CRM while partners stay updated in the portal.

Pipeline Visibility

Track partner activities to gain advanced visibility into your channel performance with all the activities and status of each opportunity. Full reporting and dashboards eliminate management by spreadsheet and increase forecasting accuracy.

Deal Support with Collaboration

Collaborate with partners on opportunities right through to the close. Support your partners with easy access to sales resources and searchable Knowledge Base. Track activities in real-time and monitor the status of deals at any stage.

Magentrix PRM Deal Management

Content Management

The Magentrix Articles Module provides the power of content management so you can publish and share rich-content posts for Knowledge Bases, Blogs, FAQs, Support and Help Articles, What's New, Announcements and more.

Help partners quickly find the information they need with searchable knowledge bases, FAQs and other self-service support options. Communicate with all partners or specific groups through announcements and blogs.

Magentrix PRM Content Management
See how you can use Articles to communicate with your partners

Information On-Demand

Let your partners and channel team help themselves with searchable information on-demand in easily accessible knowledge bases. With self-serve support resources, FAQs or expert opinions in a blog, everyone can find the information they need, answer questions, solve problems and make decisions faster.

Partner Communications

From partner announcements to communications with specific groups, Magentrix Articles lets you create and share a wide variety of rich-content types in a collaborative environment.

Connect and Engage

From subscriptions and digest notifications to sharing, ratings and moderated comments, you can encourage engagement, sharing and feedback with the partner community and within specific groups.

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Document Management

File Storage and Sharing

Organize any file type in easy-to-navigate nested folders including links and YouTube/Vimeo videos. Easily search for resources such as product and technical guides, datasheets and co-marketing collaterals. Browse file metadata and view or download.

Access Control

Provide your partners with better service and support by storing all resource files in one secure, mobile-friendly location. Manage sharing options and document versioning to insure the right partners find what they need, when they need it.

Collaboration & Insights

Let partners follow, like and comment on files to engage in conversations and collaborate with your channel team. Full analytics give you the insights you need to monitor and improve engagement.

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Magentrix PRM Document Management

Training & Certification

Fully integrated and native Learning Management Solution (LMS) lets you deliver customized course materials, exams and certificates for partners to meet program requirements.

From onboarding to product and sales training to updates on the latest release, your partners will be up to speed in no time.

Magentrix PRM Trianing and Certification

Boost Partner Skills

Save on training costs by offering partners a wide variety of on-demand training materials in a user-friendly, mobile-enabled, interactive environment. From onboarding to product and sales training to updates on the latest release, your partners will be up to speed in no time.

Test and Certify

Flexible quizzes let you test partner skills and reinforce learning at any point in a course and automatically certify the partner employee when they pass.

Track and Report

Complete User Management to easily assign courses to partners, track many of the metrics you need to identify skills gaps which need to be addressed.

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Market Development Funds (MDF)

Streamline Applications

Complete app for managing and processing funds makes it easier for you to help eligible partners manage their program participation, apply for funds, track marketing campaign approvals, and payment processing.

Automated Processing

Speed up your review and approval process for plans and expense claims. Easily setup workflow for multiple approvals, setup notifications to keep the partner informed on the status.

Track Results

Seamless Salesforce integration makes it easy to monitor and measure results for participating partners and for your program overall.

Magentrix PRM MDF


Magentrix PRM Analytics

Partner Performance

Track, measure and optimize your partner program based on the insights from your Magentrix PRM solution. With dashboards and reports you can quickly measure leads, opportunities and deal metrics to insure you maximize the ROI. With all the data available, it is easy to make the right business decisions and grow your channel sales.

Flexible Reporting

With dozens of pre-configured reports, you have easy access to the critical data that drives decisions. An intuitive report builder lets you create your own reports on any data entity.

Dynamic Dashboards

Leverage the power of visual dashboards to help partners and the channel team instantly analyze key data for issues and trends.

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