Mindmatrix's 'Distributed CRM Integration & Lead Routing' Feature Works to Further Strengthen Partner Relationships

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The Channel enablement platform integrates with various CRMs at the channel partner level to facilitate multi-tier lead routing

Channel Partner Relationships

Channel Partner Relationships

If you want to improve your partner engagement levels, you need to make everything easy for your partners...make it easy for them to sell, make it easy for them to reach out to you, make it easy for them to be your brand ambassadors

The Mindmatrix channel enablement platform now integrates with over 10 CRMs allowing vendors and channel partners to enjoy the benefit of multi-tier lead routing at local levels. This integration also allows channel partners to access powerful lead nurturing tools, lead activity overview, lead engagement stats, email marketing templates and sales and marketing assets right from their CRM.

Whenever a lead flows in at the corporate level, through whatever means, Mindmatrix automatically assigns it to the concerned channel partner based on pre-set parameters specified by the vendor. These parameters include location, zip code, expertise, partnership levels or other attributes as specified by the vendor at the corporate level. The platform also supports round-robin or priority routing as required. The CRM integration works both ways allowing channel partners to integrate lead and opportunities from their CRMs onto the corporate CRM and the Mindmatrix platform, thus ensuring even those leads are targeted in the marketing and sales campaigns. It also ensures the lead insight is available at the corporate level as well.

The CRMs Mindmatrix integrates with include Oracle, NetSuite, SugarCRM, Zoho, Connectwise, Autotask, Base, Sage, Redtail, Hubspot, Tigerpaw, which are generally used at the channel partner end and also with more popular platforms such as Microsoft Dynamics and Salesforce which are often used by vendors at the corporate level.

Harbinder Khera, CEO, Mindmatrix says, “We believe that if you want to improve your partner engagement levels, you need to make everything easy for your partners...make it easy for them to sell, make it easy for them to reach out to you, make it easy for them to be your brand ambassadors. One way of making it easy for channel partners is by bringing the tools, leads and assets to them. Our platform’s integration with the CRMs at local and corporate levels do just that. They make the opportunities, leads insight, assets, campaigns, etc, available to the channel partners right in their CRM. So, they don’t have to shuffle back and forth between their partner portal and CRM. By minimizing their efforts, you get them to engage with you more often. Plus, the two-way integration ensures there’s complete transparency between the channel partners and the corporate with respect to leads and their behavior.”

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Harbinder Khera
MindMatrix, Inc.
+1 412-259-5818 Ext: 1011
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@Mindmatrix
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