Deal Management
Time is money. Data is power. View all your indirect sales deals instantly with the click of a button. You get actionable data without wasting time. What more do you need?
Our customers manage thousands of partners worldwide
Track The Progression of your Deals
In a Pipeline view, you can see the evolution of your deals and which stage of the sales cycle they are in, along with the forecasted revenue. You and your partners can easily drag and drop your deals from one stage to another as they progress. Your partners will also have access to their own deal pipeline, keeping you on the same page and letting them easily manage their deals.
Find Any Deal Instantly & View the Full History
You can instantly search and find deals in the Kiflo ecosystem and easily filter through them based on Deal Status, Partner Owner, Contact Name, Assigned User, Lead Source, etc. Once you find a deal, you can view notes, attachments, partners and transactions linked to the deal. All information can be seen in one glance helping you find what you want in seconds.
Exchange and Communicate with your Partners on a Deal
Increase the visibility of your deals with organized collaboration. Instead of exchanging cluttered emails with your partners, you can easily communicate with your partners on each deal. Information is recorded in one place and accessible to all parties involved at all times.
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"A perfect match for our needs"
In addition to being simple to understand and utilize platform, the responsiveness of the company to work with us to fulfill our use-cases has been impressive. We went from idea to executed within 1.5 weeks. Our Partner network enjoys an increased level of communication and visibility. We needed to also connect to our CRM, which was accomplished without hassle.
"Great PRM and amazing support."
The platform is very simple and easy to use. You will get a response from their support team whenever assistance is needed almost immediately so you don't have to wait a long time in getting resolutions which is critical. I can't wait to see the new features that will be rolled out in the future.
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