Manobyte demonstrates their Partner Deal Portal app, a HubSpot extension that lets B2B companies and their partners register and manage deals together. The app adds visibility to the sales pipeline and makes it easier for channel partners to coordinate on opportunities.
Hello, we are Manobyte. Today we're excited to show you how to use the Partner Deal Portal app, a groundbreaking HubSpot extension that will enable channel sales visibility and cohesion for B2B companies that rely on partners and distribution networks to sell their products. It's tough for channel managers to find a PRM and CRM that work seamlessly together. But it's critical for partners in your channel to register their deals so that you, the company, can accurately forecast order fulfillment, analyze channel success, and plan for business development. Nanobyte's Partner Deal Portal app removes the friction from trying to sync a specific PRM in your HubSpot CRM by being an extension of your own HubSpot portal. There are two primary stakeholders for this the partner and the company. As the company, you will install the Partner Deal Portal app directly to your company's HubSpot portal at any sales hub level and assign an app administrator role only. The company needs to have an active HubSpot subscription. Partners do not need to have a HubSpot subscription in order for this app to function. Your company administrator is then able to define which deal properties to be required or optional fields in each Partner Deal registration. Your company administrator can allow or disallow partners to select company associations for partner deal registrations. Companies on HubSpot sales hubs that feature custom objects are also able to create and associate custom objects with partners because one step and two step distributors often nurture sales qualified leads using documents the channel Manager provides. This app also gives administrators the power to link to certain files from within the File section of the company HubSpot portal using the login credentials generated by the company admin users at your partner's business will gain access to their partner portal within each partner can access company shared documents, register new deals, edit existing deal records, and initiate direct contact with their Channel manager. To view files and additional resources via external link or partner users navigate to the Documents section in the App Portal to create or edit deals. Partner users navigate to the Deals section. Partners are able to customize which fields display on their Deals table. To view all fields of an existing deal, partners click the name of the deal and can edit all associated properties within. Partner users are able to create new deals and must enter all required information as predetermined by your company's administrator. Once created, the Partner Deal automatically syncs to the sales pipeline in your Company Hub's portal that you assigned with the Partner Deal Portal app by Manobyte, your company will gain much needed visibility into your partner's sales funnels in an easy to set up, easy to use and highly partner scalable way. Download and install the Partner Deal portal app today and start selling better through your channels.
