Deal Registration
Install the Deal Registration Management plugin (com.snc.deal_registration_management) to enable channel partners to create a structured and organized process to identify and manage a customer's interest in the enterprise's products.
Key benefits of Deal Registration
The Deal Registration Management application (com.snc.deal_registration_management) offers the following benefits to channel partners.
- Configurable deal registration form to support multiple models, products, or partner programs.
- Reduces manual follow-up in tracking deal registrations, and all its related information, to promote trust and transparency in the partner ecosystem.
- Provides channel partners with flexibility to create deal registrations.
- Ensures that the life cycle of a deal registration is tracked accurately through the enterprise CRM system, to convert a deal registration to an opportunity.
Set up Deal Registration
Deal registration provides channel partners exclusive rights to work on that particular deal registration or customer for a period of time. To install the Deal Registration Management plugin (com.snc.deal_registration_management), see Install Deal Registration.
Deal registrations and deal registration line items help to manage and track the products that are associated with submitted deal registrations. The Deal Registration Management plugin can promote trust and transparency between enterprises and partners.
| Task | Description | Role |
|---|---|---|
| Install Deal Registration | Install the Deal Registration Management application from ServiceNow® Store. | admin |
| Data model for Deal Registration Management | Add data in the deal registration tables to maintain and track partner submitted deals and the line items linked to a deal registration. | Experience (sn_prm_dr.deal_reg_ui) |
| Roles and components of Deal Registration Management | The Deal Registration Management (com.snc.deal_registration_management) application uses roles to provide access to information, identify internal and external users, maintain data security, and establish different types of relationships between segments and partners. | admin |
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