Our PRM system is scalable and flexible to accommodate most any form of contact and event information. Breuer & Co. carefully tailors Contacts and Events data fields to fit your business needs. By presenting only relevant information, you get a simpler, more effective PRM system that eliminates clutter and maximizes efficiency. Contacts and Events work together to give a more complete picture of your business. This data is often used to trigger automated processes such as partner benefits management, lead management, and forecasting.
Contacts
Comprehensive information is maintained for each entity related to your partner program, whether it be an individual person or an entire organization. This includes standard information such as name, address, phone, fax, email, etc. But it also includes more detailed information that can dramatically impact your business relationship such as industry classification, target markets, revenue projections, product accreditation, distribution channels, service capabilities, and more. Contact information is captured through client input, partner input, public web-form inquiries, and event uploads such as from trade shows.
Events
History is made and progress is tracked by the recording events in your PRM. Understanding Partner interactions with your company is often critical to managing the success of your entire partner program. No matter how large or small an event, it is important to know when it was conducted, who was invited, who actually participated, what results were achieved, and what follow-up action is required. Our system allows for all of that and more!
There are virtually an unlimited number of event types available, and the list of options can be tailored to meet your specific requirements. A sample of our standard event types include:
Partner Events |
Customer Events |
- Phone calls
- Emails
- Meetings
- Trade show events
- Seminar attendance
- Training completed
- Accrual spending
- Acceptance of a lead
- Closing a lead
- And more…
|
- Web inquiries
- Phone calls
- Emails
- Meetings
- Trade shows
- Seminars
- Request for quotation
- PO submitted
- Contract signed
- And more…
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