Deal Registration

Reach New Markets and Customers


A best practice for rapid channel growth is to enlist partners to bring new business to you through a deal registration program. This involves partners registering new deals to you and in return they gain program benefits such as additional margin. Using Salesforce for deal registration, you can reach new markets and customers by automating and improving a deal submission and approval process that will attract more partners to sell for you.

Increase Channel Growth

  • Drive new business by allowing partners to easily register new deals through a custom branded portal or Web form
  • Avoid channel conflict by empowering channel managers to search for duplicate leads and accept or reject deals
  • Improve close rate by collaborating with partners on opportunities

Gain Better Visibility

  • Gain channel pipeline visibility to minimize financial and operational risks
  • Understand trends and view program metrics such as deal value, win rates, expiring deals, and approval statistics
  • Monitor deal cycle effectiveness such as deal expirations, registration trend lines, and deal breakdown by opportunity stage

Improve Partner Success

  • Ease the process for partners to submit deals, get program guidelines, receive deal status, gain visibility to approval thread, and view history
  • Reduce risk for partners from competing on the same deal with other partners or your direct sales
  • Reward partners for registering deals through program awards such as discounts and deal exclusivity