PRM (Partner Relationship Management) helps you manage your partner ecosystem from within Zoho CRM. You can manage partner accounts and contacts, create partner programs, collaborate through the Partner Portal, manage deal registrations, and configure partner commissions.
What do I need to use PRM?
You need an active Zoho CRM account to install and use PRM. PRM is installed from App Space in Zoho CRM.
How do I install and access PRM?
Go to App Space, select PRM, and click Install PRM. Once the installation is complete, PRM becomes available in your organization.
Partner Management
How do I add partners to PRM?
Create Partner Accounts for the partner organizations you work with, and add Partner Contacts who represent those organizations.
What is a Partner Program?
A Partner Program lets you define how you work with a group of partners. You can configure requirements, eligibility criteria, benefits, and partner participation within the program.
Can I create tiered and non-tiered Partner Programs?
Yes. You can create non-tiered programs or tiered programs with different requirements and benefits for each tier.
Partner Portal
What is the Partner Portal?
The Partner Portal is a workspace where partners can collaborate with your organization, register deals, and access relevant information.
Can I control what different partner groups can access?
Yes. You can configure Portal User Groups with different modules, layouts, permissions, and record access. Partners can access only the modules configured for their group.
How do partners access and work with us through the portal?
Partners access the Partner Portal using the portal configured for your organization. Depending on their Portal User Group, they can access the modules and information you've made available to them and perform actions such as registering deals.
Deal Registration
What is Deal Registration?
Deal Registration allows partners to submit opportunities through the Partner Portal so your team can review and manage partner-generated deals.
How do I manage partner-submitted deals?
You can review submitted registrations, manage their status, and handle conflicts according to your configured deal registration process.
How does PRM handle deal conflicts?
PRM provides tools to identify and manage conflicts between partner-submitted deal registrations, allowing you to review the registrations and take the appropriate action.
Partner Commissions
What are Partner Commissions?
Partner Commissions let you create commission plans to reward eligible partner contributions and manage the commission lifecycle.
How do I set up a commission plan?
Create a commission plan and define its core details, eligible partners, calculation rules, commission structure, triggers, approval requirements, and schedule.
How are partner commissions calculated?
Commission calculation depends on the plan you've configured. Triggers determine when records are evaluated, while record selection determines which records are eligible.
Can I manage commission approvals, discrepancies, and clawbacks?
Yes. You can configure approval requirements for commission payouts and handle discrepancies and clawbacks when changes to underlying transactions affect calculated commissions.