SharePartner
SharePartner connects your CRM to every downstream partner — channel resellers who take orders, service partners who execute tickets, and every tier in between — with real-time visibility across the entire network.
Partner-originated activity goes invisible the moment business is in motion. The deals resellers pursue on their own and jobs partners execute never surface — where the most important market signals live.
Joint sales pursuits stall in approval queues. Ticket handoffs happen over phone calls. Pricing exceptions get negotiated in chat threads. Every un-systematized workflow leaks revenue and erodes partner trust.
Rebates fall to spreadsheets. Settlement cycles drag for weeks. Tier changes get missed and disputes become inevitable — you're making channel decisions on data nobody fully trusts.
None of this is a partnership problem. It's a connection problem — and SharePartner is built to close the gap between you and every partner.
Access permissions, available features, product catalogs, pricing tiers, and discount policies are all set upstream and applied per partner. Business data and workflows connect across the relationship, so what happens in the partner's account is visible to you, and what you push down reaches them instantly.
Every sales action and service execution across your partner network — upstream-assigned and partner-originated — surfaces in one place, in real time. No chasing status updates. No end-of-month surprises. The activity that used to be invisible becomes the signal you run the channel on.
Partners register customers for territory conflict prevention, track opportunities through staged approvals, submit pricing exception requests digitally, and place orders through a branded partner portal — all without a single email thread. Lead distribution to signed order, end to end.
Dispatch jobs to your service partners, or let partners initiate tickets that your team handles — installation requests, on-site service needs, warranty claims. Either way, both sides see real-time job status and field worker progress. Outcomes recorded by partners flow back into your central CRM automatically.
Tier status updates automatically based on revenue and activity thresholds. Rebate and commission calculations run on live transaction data — no spreadsheets, no end-of-cycle reconciliation surprises. Performance management becomes a continuous view, not a quarterly scramble.
Every channel is different — different tiers, pricing, catalogs, and settlement rules. SharePartner is configured to your structure, so your business logic is enforced from day one.
Define as many partner tiers as your channel requires — each with its own permissions, product access, and approval workflows.
Assign different price lists, discount policies, and product catalogs to each partner or tier — enforced automatically across every order and quote.
Configure rebate rules, commission structures, and performance thresholds that match your actual channel agreements — calculated from live transaction data.
Managing dozens of resellers across regions means constant risk of territory conflicts, duplicated outreach, and untracked deals. SharePartner centralizes customer registration, opportunity reporting, and order flow — so every reseller operates within a defined structure, and no deal falls through the cracks.
When your channel runs through distributors who each manage their own downstream resellers, visibility disappears fast. SharePartner's 1+N architecture extends across every tier — so you see pipeline, orders, and performance all the way to the end of the chain, without requiring every party to use the same system.
Field service delivered through third-party partners is notoriously hard to govern. SharePartner connects your service operations to every authorized partner — tickets flow in both directions, job progress is tracked in real time, and service outcomes feed back into the central CRM automatically.
Your channel scales without adding headcount on your side.
