ChannelFlows

ChannelFlows eliminates floating excel sheets with your channel partners and standardizes the flow of data that could be critical to co-selling processes.

Once you and your partner(s) are onboarded and mutually accept the connection, admins can create workflows that scale their CRMs’. Each workflow request specifies:

1. Receive or Share – Is this a request to share or receive information? 2. Automated or Manual - Will account owners initiate the share, or data will passthrough automatically once parameters are met? 3. Parameters – What conditions must be met between you and your partner? 4. Desired Information – What data fields would you like to see or share when these conditions are met? 5. Method of Delivery – Would you like this delivered via email or straight into SFDC?

Example: Company A wants to Automatically Receive your AE Email Address in SFDC when Account Domains match.

Workflow requests must be mutually approved before taking effect. Once in effect, ChannelFlows app works on a regular basis – scanning for parameters and returning desired functions.