Partner Portals like SP_CE integrates directly with Pipedrive and removes 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 Pipedrive.
Maybe you’re asking partners for details about deals in calls, or monthly/quarterly check-ins. Maybe you and your team manually enter these deals in Pipedrive. And maybe you’ve been wondering if there’s an easier way.
The good news is that there is: while Pipedrive doesn’t 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:
Pipedrive for Partner Portals
While different Partner Portals work in different ways, SP_CE offers a direct, no-code integration with Pipedrive. You simply choose to connect, pick the fields you want to show and where in Pipedrive you want the deals to end up. After that, you’re ready to give your partners access to their very own deal manager, and where they can manage all deals in progress. It works something like this:
- Your team, or your partners, will create the deals they have in their unique portal.
- They can update them as the deals move forward, and both you and the partner will be notified about any changes.
- All changes made will be synced to Pipedrive in real time.
The benefits of that set-up? Well, 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.
And the best thing about it? Deals will be added and visualized for you and the select partner who works with them. Making it possible for you and your partner to be co-responsible for the deals in progress, and working together for your mutual success.
Sounds good? Then, you can read more about SP_CE and Pipedrive here.
