by Wojciech Zarębski on October 4, 2023 You read:
What are the key functions of the Partner Portal?
The Partner Portal is a part of the PRM (Partnership Relations Management) platform used for communication among partners and franchisees, as well as increasing their engagement in business processes. In this post, we will discuss its most important functions.
The foundation of successful collaboration between the central office and partners/franchisees is fast, up-to-date, and effective communication. Its role is not only to provide current information or product updates but also to offer significant support in problem-solving. For partners, it serves as a kind of knowledge compendium—current, experience-based, and contributing to their qualifications.
To improve communication between the partner and the organization, a dedicated Partner Portal is used. It ensures higher and more efficient cooperation and serves as a HUB for rapid information exchange, provides guidance on actions, and indicates available materials, enabling both parties to achieve their goals more quickly.
Communication and Engagement
Available as part of the PRM Partner Portal system, it is not only a communication tool but also a means to enhance partner engagement. Each portal user, upon logging in, has access to four main areas:
My Organization
This is the primary source of information about the partner and serves as a kind of partner profile. It contains key contact information, such as the partner’s email addresses and phone numbers, as well as those of their employees.
My Sphere
It’s a kind of communication hub. It serves as a source of information exchange between the partner and the organization. Partners have access to tasks, see current announcements and messages. Here you can also find current and essential documents for daily work.
Collaboration Area
This is a collection of various initiatives and projects that require collaboration within a specific process. Thanks to established procedures, we can effectively define the scope of activities, appoint a project or initiative leader, define goals and key assumptions, as well as estimate the implementation time. This is an area where partners have access to additional materials, documents, reports, and tasks related to ongoing projects and initiatives. In this section, we can also track submitted requests, applications, and issues.
Business Resources
A space for business activities, including audits, training, or access to a database of communication, marketing, and training materials. These are tools that enable the verification of the results of the work of individual partners as organizations and individual collaborators. This module is managed from the back-office level.
Additional Value for the Organization
The implementation of the Portal brings not only tangible benefits and support for our Partner but also adds extra value to the organization. This is made possible through:
Transparency
A single common channel for communication and data exchange, ensuring greater transparency and information consistency.
Standardization
By organizing, standardizing, and automating processes, we improve data quality and enhance communication and operational efficiency.
Real-time data
Real-time data access enables monitoring and analysis of partner performance and joint projects, including sales and investment projects.
Gain more time
Organization resources are freed up, allowing partners to independently access information and data.
Effective cooperation
The organization provides guidelines that enable partners to collaborate effectively and operate in accordance with standards.
We live in an era where factors like efficient information exchange and access to the knowledge and experiences of other partners play a crucial role in business success, especially in the network model. With a modular PRM platform, every organization operating in the network model can tailor its features to its needs and quickly elevate its business to the next level. Collaboration based on trust, consistent communication, support, and strong relationships is the best path to achieving common business goals.