Partner Relationship Management in CSM Configurable Workspace
Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers.
Overview of the workspace
Use the CSM Configurable Workspace to enable Enterprise Partner admin (sn_prm.enterprise_partner_admin) and Enterprise Partner Manager (sn_prm.enterprise_partner_rel_manager) to access tools required to address customer questions and resolve customer queries.
You can perform the following actions using the workspace.
| Task | Description |
|---|---|
| Create Channel Partner record | Create and track channel partner records on workspace to manage and store all information related to the channel partners. |
| View Channel Partner information on partner workspace | View all the details, cases, and other entities associated with a channel partner. |
| Create Partner Programs on the CSM Configurable Workspace | Enable channel partners to create Partner Programs on the workspace. |
| Create Partnerships on the CSM Configurable Workspace | Establish a relationship between channel partners and partner programs on the workspace. |
- Create Partner Programs on the CSM Configurable Workspace
Enable channel partners to participate in structured initiatives designed to drive revenue, enhance market reach, and build customer relationships by creating partner programs on the workspace. - Create Partnerships on the CSM Configurable Workspace
With the Partner Relationship Management application, you can establish a relationship between channel partners and partner programs on the workspace.
Parent Topic:Partner Relationship Management
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