Fall Update: New Features for the Partner Portal
November 7, 2017
Partners are now able to register upcoming opportuniting via the new “Deal Registration” in the partner portal. The Pipeline page includes a form for submitting new deals and a list for tracking existing opportunities. By registering deals, partners are eligible for further discounts.
Allocated Trial Leads
Prospective customers sign up for Retrospect product trials every day, and now our Sales team can allocate those trial leads to appropriate partners. Partners should contact their Sales representative for details.
Partners now have access to customized collateral via the partner portal. The Tools page includes a sales email campaign section and a product email template section, and both automaticaly generate a personalized HTML file with their logo and contact details included. When they generate an ASM renewal or upgrade quote, their name and logo are automatically included as well. All with a single click and no coding.
Partners are now notified of sales campaigns that Retrospect is running via a notification section of the partner portal.
Brian Dunagan is COO at Retrospect, Inc. and has been with Retrospect for almost a decade.