Available for all users on June 21, 2023
Note: some fields such as win rate & potential revenue by specific data set are only available to Pro and Power users. A lock icon will appear for Free users. To upgrade, contact your Customer Success Manager.
Partner Overview before:
Limited partner information available, requiring you to navigate to 1:1 Account Mapping and other pages to gather intelligence
Share settings were hidden
Applying filters to cards was done at an individual level, requiring extra work
Slide-out panel with no unique page link
Partner Overview after:
One-stop shop for intelligence on a specific partner
No longer browse through multiple pages to gain the information you need. The re-designed page centralizes everything in one place and includes more such as:Names of the respective PAMs
Overall win rate
Overall revenue potential
Potential revenue by specific data sets
Three additional views are available:
Revenue potential for partner's customers not in my CRM
My customers not in partner's CRM
My opportunities vs partner's customers
Improve efficiency with enhanced navigation
You now have quick access to the sharing settings and collaboration for Slack directly on the Partner Overview page. Also, each Partner Overview has its own unique page, enabling you to easily navigate back and forth from within your browser.Save time by applying filters across all data set
You're now able to apply filters across all Account Overlaps cards within one click.More clarity on product terminology
To match the terminology used within the rest of the platform, we've made the following updates:Prospects among (partner name)'s customers → My prospects vs (partner name)’s customers
Customers among (partner name)'s prospects → My customers vs (partner name)’s prospects
Net new prospects among (partner name)'s customers → (partner name)’s customers not in my CRM