Use Case

Managing Partnerships

The Problem


Johnna, Partnership Director at a large enterprise software company, wants to keep track of all the partnerships her team strikes. Her job is complicated by the fact that her team is separate from the direct sales team. The sales team uses Salesforce. But her team’s needs are different.

The Partnership team needs an efficient way to keep Sales executives abreast of sales opportunities partners might bring. See the Spectrum solution:

A new workflow

When a partner has a direct sales opportunity, Spectrum is a natural place for the Sales team and everyone else involved to be informed.

Paul, a Partner Analyst, creates a request to enlist a new partner in Paris. There is a joint sales opportunity with a robot manufacturer. Paul wants to make sure the Sales team is aware of it.

After the partnership request is approved, the Legal team posts the contract. Then Partner Ops lets everyone know that the information has been uploaded to Salesforce.

Tracking sales opportunities

Spectrum replaces confusion with visibility into upcoming deals orchestrated with partners.

Sean, Sales VP, uses filters to see all the partner opportunities in his territory.

Data without clutter

Johnna creates a report to analyze the partnerships recently created across the company.

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A Better Process

See how we improve productivity through visibility. We customize a workflow to match the way your team works.

Get a Spectrum demo