Partner Portals like SP_CE integrate directly with Lime and remove any need for manual entries or giving your partners direct access to your CRM. Instead, your partners can add and manage their deals directly in their Partner Portal, and everything will be synced to Lime CRM.
Maybe you are sharing and assigning deals to partners manually, or maybe you’ve asking your partners to send their deals in progress. Maybe you gather these in huge spreadsheets, and maybe your team manually enters these deals in Lime. And maybe, just maybe, you’ve been asking yourself if there is another way.
We are here to tell you there is: while Lime doesn’t really have a partner module, it can be seamlessly docked into the SP_CE Partner Portal to save time for both you and your partners. Here are the things you can do with such a connection:
Use Lime with a Partner Portal
So, while different Partner Portals work in different ways, SP_CE can offer a no-code integration with Lime. You will simply choose to connect, pick the fields you want to show and where in your CRM you want the deals to end up. After that, you’re ready to give your partners access to their very own deal manager, where they can manage all deals in progress. It works something like this:
- Your partners (or your team) create the deals they have in their private portal.
- As the deals move forward, partners can update them and both you and the partner will be notified about any changes.
- All changes made will be synced to Lime in real, or near-real, time.
And the benefits? Not only will you and your team save time, but it will also be easier to manage for partners. Especially if they have everything else, the content they need, the training and so on, in the same portal. Which truly gives them a one-stop-shop for all interactions with you.
Sounds good? Then, you can head to our Lime CRM Page to learn more.
