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RelayWare offers the most cost effective and non resource-intensive solution for automating day-to-day account management activities

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Partner Account Manager

RelayWare Account Manager provides comprehensive sales force automation (SFA) suite for use by account managers, sales management and other members of the team who need to access and modify partner records, view contact information and contact histories, assign and action tasks and much more.

Why Buy RelayWare?

Because providing the same sophistication of sales automation to your partner sales team as you provide to their colleagues in direct sales whilst giving them purpose built tools for partner – rather than customer management – results in a more effectively, efficiently and productively managed channel.

What are the Key Features of Partner Account Manager?

RelayWare Partner Account Manager improves sales force productivity and efficiency by automating all of the key daily tasks of a partner account manager including:

  • Creation, modification and maintenance of partner organization, location and person records
  • Segmentation of partners by profile attribute then save, use and share segmentations
  • Management and maintenance of partner contacts and contact histories
  • Creation and maintenance of partner business plans
  • Assignment of tasks or “actions” then management and reassignment of actions as necessary
  • Participation in a variety of approval workflows
  • Viewing reports and dashboards relating to their partners and their business

Automating Partner Account Management

RelayWare offers the most cost effective and non resource-intensive solution for automating day-to-day account management activities. By ensuring that your partner records are maintained and current within a single master data repository that is shared enterprise-wide, all of the channel sales, marketing and operational activities managed on the RelayWare platform will be accurately targeted at the right companies and individuals. Well targeted activities deliver results and ensure maximum return on investment.

Improved Partner Intelligence
Accurate data coupled with high value management and reporting tools and an simple user interface heighten sales force engagement and utilization. This results in data quality improvements and facilitated systemic profile-building. As other RelayWare modules further enrich partner profile data, RelayWare’s database builds into a veritable gold-mine of partner intelligence – not merely allowing you to assess historic and current state but also to support your decision making processes moving forward.


Collaborative Business Planning
Business plans are essential for success but all too often they are labor-intensive once-a-year administrative tasks rarely used as a means to drive the business, monitor progress at key milestones or assess performance versus plan. With RelayWare, account managers can follow an easy to use template based methodology with all goals, strategies and action plans captured direct into your partner database. RelayWare does the rest; forecasting, reporting and analysis and both individual and organization performance management and performance optimization.

Executive and Managerial “Line-of-Sight”
CRM systems and sales automation tools can help executives and management gain a useful insight into customer behavior, marketing effectiveness and sales force performance. But if your business sells its products and services in whole or in part through an indirect sales channel, CRM can leave a huge gap. That’s because it excludes a substantial portion of your supply and value chain and usually lacks most if not all of the necessary partner intelligence. RelayWare fills that gap and provides executives and managers with a 360 degree view of their business from market profiling to channel strategy to demand generation, collaborative sales and marketing, fulfillment and customer support and retention.

Optimized Resource Usage
These days, field- or telephone-based partner facing resources are seen as a costly luxury. Many companies have downsized their internal channel-facing sales and marketing teams. Most have failed to provide an adequate substitute. “Dumb” partner portals are not the answer. Partners need 24×7 access to all of the sales, marketing and operational enablement information, tools and resources that you can make available to them. RelayWare’s integrated partner portals address this need and ensure that your limited partner-facing reources can get on with the job of selling and marketing.

Reporting and Analysis
RelayWare provides you with instant access to customizable reports and dashboards so you can easily assess the performance of your partners and your partner sales teams and identify opportunities for improvement.

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