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2. Add text here
Provide products and services details to the partners
Provide necessary training and equipment to partners engaged in
production, distribution, service or delivery of the product to the end
customer
Add text here
AGENDA
2
3. 1. Current State Analysis
o Issues faced by our company
o Causes of channel conflict in indirect sales
o Top sales effectiveness initiatives
2. Challenges And Solutions
o Need of partner enablement
o Partner enablement challenges & their solutions
3. Partner Process And Improvement
o Build a successful partner program
o Partner process
o Areas of implementation
o Factors and areas of improvement
o Keys for a successful market strategy
4. Enablement Tools And Framework
o Key Enablement Tools Needed by the Partner
o Implementing Tools Within the Company
o Partner Program Framework
5. Must-haves For Partner Program
o Partner personas
o Team resources
o Critical content
o Lead generation processes
6. Partner Enablement Strategies
o Partner recruitment and onboarding
o Goal and target alignment for partners
o Product or service education
o Training tools and platforms
• Sales training and tools enablement
• Sales training platforms used by company
o Product and resource updates
o Partner feedback
7. Cost Investment
o Training cost per partner
8. Impact
o Impact of introducing partner enablement
o Impact of partner enablement tools
9. Company Dashboards
o Partner performance dashboard
o Partner scoreboard summary report
o Partner relationship management tool
Table of Content
3
4. Table of Content
4
Current State Analysis
o Issues faced by our company
o Causes of channel conflict in indirect sales
o Top sales effectiveness initiatives
01
5. Current Issues Faced by Our Company
5
Key Insights
The sales has been decreased to
51% in 7 years
There is minimal productivity output
by person in year 2019.
Add text here
This slide provides the details of the current concerns faced by our company such as decreasing sales, lower productivity, and customer retention rate.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
77% 78%
67%
64%
65%
55%
51%
50%
60%
70%
80%
90%
2014 2015 2016 2017 2018 2019 2020
Annual Sales Decline
-6.00
-4.00
-2.00
0.00
2.00
4.00
6.00
2014 2015 2016 2017 2018 2019 2020
Output per hour of all persons Multifactor productivity Output per unit
Annual Productivity Percent Change
6. Current Issues Faced by Our Company contd..
6
43%
40%
44%
36%
32%
29%
35%
27%
28%
23%
29%
23%
0% 20% 40% 60% 80% 100% 120%
Product 1
Product 2
Product 3
Product 4
Month +1 Month +2 Month +3
Key Insights
The retention rate for beginning of the
month is more than 35% for every product.
There is decrease in customer retention
after 3 months.
Add text here
This slide provides the details of the current concerns faced by our company such as decreasing sales, lower productivity, and customer retention rate.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Monthly Customer Retention Rate
7. Causes of Channel Conflict in Indirect Sales
7
It is a concern when multiple
partners are serving the same
market as they might sell at a loss
to increase their sales ratio.
Pricing
Control
Due to poor geographic or
demographic targets with the
vendor leads to competition
between the partners
Partners serves too
few customers
Different partners have different
opinion about the product or
services which can confuse buyers
and damage the brand perception.
Strategic or Marketing
Mis-alignment
Add text here
Resistant
to Change
89%
93%
25%
47%
This slide provides the reasons for conflict in indirect sales such as pricing control, serving too less customers, mis-alignment marketing, resistance to change, etc
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8. Top Sales Effectiveness Initiatives
8
42%
35%
28%
28%
28%
28%
14%
14%
14%
7%
0% 10% 20% 30% 40% 50% 60%
Rivising Our Channel Strategy
New/ additional CRM tools
Rivising our sales team structure
Enhancing sales team communications
Rivising our sales process
Add text here
More closely aligning sales and marketing
Analyzing our customer's buying process
Add text here
Add text here
This slide provides the details of the sales effectiveness initiatives which must be considered by the company wherein the topmost is revising channel strategy.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
9. Table of Content
9
Challenges and Solutions
o Need of Partner Enablement
o Partner Enablement Challenges & Their Solutions
02
10. Need of Partner Enablement
10
51%
decrease in company sales due to
inconsistent services offered by the partners.
Your Text Here has been decreased to 25% which further
leads to decrease in sales
Customer retention rate
68%
of partners have very little knowledge of selling the
products and services
This slide provides the reasons for introducing partner enablement in the company such as decreasing sales, lack of knowledge and training
for selling products and services, etc.
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11. Partner Enablement Challenges & Their Solutions
Multiple channel partners leads to increased risk of
message and damage
company’s brand.
o Creates consistency and credibility of the supplier
organization
o Provide proper training to the partners
Manual co-branding sales lower the
sales volume
o Update and customize all materials in every
channel in an efficient manner
Managing partners across the globe is expensive and difficult
task
o Provide security to the growing network by tracking
training completion and competency.
Add text here
o Add text here
o Add text here
Add text here
o Add text here
o Add text here
Challenges Solutions
This slide covers the challenges faced by partner enablement such as message inconsistency, inefficient sales, growing networks, etc. along with their solutions.
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Message Inconsistency
Difficult to Manage Growing Networks
Inefficient Sales
Add Text Here
Add Text Here
11
12. Table of Content
12
Partner Process and Improvement
o Build a Successful Partner Program
o Partner Process
o Areas of Implementation
o Factors and Areas of Improvement
o Keys for a Successful Market Strategy
03
13. Journey to Build a Successful Partner Program
13
Validate
o Understand the need
of partner program in
the company
Define
o Type of partners
o Selling techniques
Recruit
o Set the number of
partners needed
o Layout the recruitment
strategies
Enable
o Enable the partners to
sell the products
Grow
o Grow the existing
partnerships with co-
marketing and other
development programs
Analyze
o Examine ROI regularly
o Evaluate indirect and
direct costs/benefits
This slide provides the journey of required to build a successful partner program covering 6 steps such as validate, define, recruit, enable grow, and analyze.
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14. Steps Required in Partner Enablement Process
14
Define
o Identify areas for
partnering
o Define partner
capabilities
Identify
o Identify potential partner
profiles by using partner
selection criteria
o Create interest among
the potential partners
Market
o Apply partner selection
criteria for value of
partners
Screen
o Add text here
o Add text here
Sell
o Add text here
o Add text here
Plan & Agree
This slide provides the partner enablement process which are required in the company covers the following steps such as define, identify, market, screen, sell, plan and agree.
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15. Go To Market Areas of Implementation
15
Customer
Supplier The Vendor
Facilities &
equipment
Procurement Production
Sales /
Distribution
Logistics
Documentation
Add text here
Add text here
IMPLEMENTATION AREAS
This infographic covers the areas of implementation required for go-to-market strategy which covers supplier, vendors and customers as the main focused areas.
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16. Channel Readiness Factors and Areas of Improvement
16
Areas of Improvement
! Product Marketing & Messaging Refinement
Product packaging is unclear
Add text here
Clear messaging for easy understanding and selling
! Complex Sales Cycle Sales reps aren’t properly enabled
! Complex Integration Integration is difficult for customers
! Limited Resources Dedicated To Partners Limited to no resources dedicated to channel success
o Sufficient Revenue & Scale Predict incoming accountable rate of return and repeating customers
o Stable, Proven Product
Core product is proven in the market with large reference customers
Add text here
Channel Readiness Factors
FACTOR DESCRIPTION
This slide provides the factors and areas of improvement for partner channel such as sufficient revenues & scale, stable proven product, complex sales cycle, etc.
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17. Keys for a Successful Market Strategy
17
This slide provides the keys for inside go-to-market strategy which focuses on presales enablement which covers product training, customer profile, buyer personas, USP, lead generation and post sales enablement
strategies covers technical support, training on product usage and customer support.
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Product Training Enable partners to sell in new market and provide them with - - -
o Right Product Resources
o Technical Information
o Necessary Tools
Ideal Customer Profile Partners must target the right customer to create a lasting relationship
Buyer Personas Understand the individuals needs and barriers so that partners can sell them more efficiently
Unique Selling Proposition Add text here
Lead Generation Add text here
Pre-Sales
Enablement
Installation and
Technical Support
Ensure all systems or products are running smoothly to help the partners to achieve the success
Training on Product Usage Add text here
Customer Support Add text here
Post-Sales
Enablement
18. Table of Content
18
Enablement Tools and Framework
o Key Enablement Tools Needed by the Partner
o Implementing Tools Within the Company
o Partner Program Framework
04
19. Key Enablement Tools Needed by the Partner 1/2
19
What your partners
really want ?
What ?
How ?
Result
Outcome
Path to Profitability
Tools
Training Tools for
Success
Support Demand
Gen.
Tools to Help Progress
Deals
Access to Market
Development Funds
Access to Incentives
Plan Train Market Sell Invest Incentives
Partner Growth Modelling
Tools
Partner Real-Time
Training Tools
Add text here
Partner Proposal Builder
Tools
Partner MDF Planning
Tools
Partner Incentive
Planning Tools
Committed Partners Add text here
High Return
on Marketing
Close More
Sales Deals
More Return on
Marketing Developments
Great Return on Channel
Incentives
Profitability Plans Competent Team Marketing ROI Add text here Add text here Incentive ROI
This slide covers the enablement tools which focuses on planning, training, marketing, selling, investing, and incentives.
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20. Key Enablement Tools Needed by the Partner 2/2
20
Add text here
Opportunity Management
Add text here
Partner On-boarding and Enablement
Via web, email, phone, auto
assignements, etc.
Demand Generation
Add text here
Quote-to-Cash
Add text here
Post-Sales Support
Add text here
Partner Compensation
Measure partner performance by
using reports and dashboards
Performance Management
07 01
02
03
04
05
06
This slide covers the enablement tools which focuses on onboarding, demand generation, quote to cash, post sales support, partner compensation, and performance management.
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21. Partner On-boarding
and Account
Management
Demand Generation
Program
Management
Quotation After Sales Service Partner Performance
Incentive
Management
Partner registration
Manage partner
funds
360
o
partner view Add text here
Capture & monitor interactions
between customers & service teams
Analytics
Partner commission
management
Partner
communication
management
Track co-marketing
ROI
Campaign programs
Managing
opportunities
and forecasts
Feedback & FAQ’s Add text here Revenue sharing
Partner self-service Lead creation Partner selling Build contracts Add text here
Channel planning and
performance
assessment
Add text here
Partner collaborative Add text here Partner profiling
Implementing Tools Within the Company
21
This slide covers the enablement tools which are implemented within the company for onboarding, demand generation, program management, quotation, etc.
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22. Partner Program Framework 1/2
22
Brand
Influence
Brand
Influence
Incentives
(Requirements/
Benefits
Competencies
Relationship
Management and
Go-to Market
Support
Offers / Solutions
Hardware Software Services
Add text here
Add text here
Programs
Reseller
Distributor
System
Integrator
Add text here
Add text here
Partner Types
Tier 1
Tier 2
Tier N
Brands
Enterprise
(> 1000
employees)
Mid-Market
(100-1000
employees)
Small Business
(< 100
employees)
Market Segments
This slide covers the channel partner framework which focuses on partner types, brands, programs, and market segments.
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23. Partner Program Framework 2/2
23
This slide covers the channel partner framework which focuses on plan, enable, create demand, sell, service, and retain.
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Retain
o Partner development,
rewards and incentives
o Partner communication
o Ongoing feedback and
refinement
Service
o Pre and post sales support
o Partner-specific technical
resources and assistance
Enable
o Provides tools, systems and
training certifications to the
partners
Create Demand
o Create new markets and
acquire new customers
Sell
o Discuss engagement policies
and prices
o Create opportunity
management
Plan
o Provides the value
proposition to the partners
o Plan and engage in
standardized way.
24. Table of Content
24
Must-Haves For Partner Program
o Partner personas
o Team resources
o Critical content
o Lead Generation Processes
05
25. I feel like there’s a smarter
way for me to transition into a
healthier lifestyle.
CLARK ANDREWS
MOTIVATIONS
Power
Social
Fear o Add text here
o Add text here
o Add text here
o Add text here
BIO
Age - 32 yrs
Work –Software Developer
Family -Single
Location - San Jose, CA
Character - The Computer Nerd
FRUSTRATIOINS
o Saturated tracking market
o Manual tracking is too time
consuming
o Add text here
GOALS
o To measure multiple aspects of life
more scientifically
o To set goals and see and make
positive impacts on his life
o Add text here
PERSONALITY
Introvert Extrovert
Analytical Creative
Loyal Fickle
Passive Active
Partner Personas Needed for
the Program
25
This slide covers the partner personas wherein focus is on partners personal details such as age, bio, goals, personality, etc.
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Friendly
Clever
Go-Getter
26. Team Names Number of Members (Currently)
Additional Number of
Members Required
Human Resources 10 4
Technical Resources 2 1
Marketing Resources 4 2
Add text here 6 2
Add text here 1 -
Partner Channel Management
Team Resources
26
This slide covers the team resources required within the company. Here, different teams are evaluated along with their current
members and additional members required.
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27. Critical Content to be Studied for
Partner Enablement
27
Accurate Pricing Sheets
o Trust the partners
o Provide them the accurate product cost
Onboarding Expectations
o Documentation is must for onboarding process
o Add text here
Technical Information
o Provide every detail of the product
o Add text here
Who’s Who
o Provide details of all the team members in a directory
o Add text here
This slide covers the critical content which is important for the partner enablement process such as accurate pricing sheets, onboarding
expectations, technical information, and who’s who.
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28. Focus on Lead Generation Process
28
Qualified
Leads
Continue
Advanced Lead
Scoring
Advanced Lead
Scoring
Advanced Lead
Scoring
Advanced Lead
Scoring
Invite Email
Progressive
Registration
Research
Report
Invite
Email
Progressive
Registration
White Paper
#1
Invite Email
Progressive
Registration
White Paper
#2 Invite Email
Progressive
Registration
Webinar #1
Lead Nurturing
This slide covers the important process which must be focused during this program which is lead generation process.
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29. Table of Content
29
Partner Enablement Strategies
o Partner Recruitment and Onboarding
o Goal and Target Alignment for Partners
o Product or Service Education
o Training Tools and Platforms
• Sales Training and Tools Enablement
• Sales Training Platforms Used by Company
o Product and Resource Updates
o Partner Feedback
06
30. Partner Enablement Strategies
30
Goal / Target Alignment
Product / Service Education
Sales & Marketing Training
Product & Resources Updates
Partner On-boarding
Partner Feedback
This slide covers the challenges faced by partner enablement such as message inconsistency, inefficient sales, growing networks, etc. along with their solutions.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
31. How to Recruit and Onboard Channel Partners 1/2
31
This timeline covers the phases of recruiting and onboarding process for 12 months which focuses on start plan, engagement plan, acceleration plan, and business plan.
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Phase 02 Phase 03
Phase 01
o Plan documentation for the
team and partners
o Break the plan and try to
accomplish the tasks within
the set time
30 Day Fast Start Plan
o Be specific about the money
offered and goals to be
achieved
o Add text here
6-month Acceleration Plan
o Be specific about the money
offered and goals to be
achieved
o Add text here
12-month Business Plan
o Communicate the goals and
agree on their expectations
o Add text here
90 Day Engagement Plan
32. How to Recruit and Onboard Channel Partners 2/2
32
o Inbound Marketing
o Sell the platform, not a product
o Add text here
o Add text here
Bringing Partners to
the Table
Recruiting
o Teach them to fish
o Lean on one-to-many communication
channels
o Add text here
o Add text here
Getting to Revenue
On-Boarding
Research
o Start with the customer
o Identify roles
o Add text here
o Add text here
Identifying Partners
This slide covers the research, recruitment and onboarding phases of channel partners in the company.
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33. Goal and Target Alignment for Partners
33
GOAL
o Schedule regular training
seminars
o Have all staff certified
Enhance Staff Expertise
Objectives
o Create customer referral bonus
program
o Begin monthly newsletter
Increase Brand Awareness
Objectives
o Hire two new employees
o Install new job-tracking software
Improve Customer Service
Objectives
This slide layout the targets and expectations for the partners which will help them to reach the goal within the specified time frame.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
34. Product or Service Education to the Partners 1/2
34
E
N
G
A
G
E
M
E
N
T
Provide introductory
material such as product
overview videos, blogs,
whitepapers, etc.
Education Education
On-boarding material
such as “getting started”
bundles, badging to
show progress
Education
Introduce additional
features/functions,
certifications, chat or
forums
Education
Provide best practices of
product optimization
Education
Add text here
Education
Conduit from customer to
R&D or product
management regarding
product enhancements
Planning
Product launch
Awareness
Exposure to the product
Application
Increased usage of the
product
Commitment
Product launch
Advocacy
Add text here
Innovation
Provide input to brand
management
T I M E
This slide focuses on the steps required to educate the partners about product and services offered by the business such as planning, awareness, application, commitment, advocacy, innovation, etc.
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35. Provide step by step guidelines of the product
Educate the partners about new services offered and highlight the
features of the product
Use Blog Posts and Email Marketing Campaigns
Create engaging video content to showcase the detail about
product and services
Create Multiple Communication Touch Points
Add text here
Add text here
Add text here
Product or Service Education to the Partners 2/2
35
This slide focuses on the steps required to educate the partners about product and services offered by the business.
36. Sales Training and Tools Enablement
36
This slide covers the training schedule for different teams such as accounts, sales, technical along with their time schedule.
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Training Topics on Practices for Working Effectively
Basics of Partner
Accounting
Partner Goal
Setting
Partner Sales
Enablement
Partner Business
Planning
Partner Performance
Management
Partner Sales Process
Excellence
2 Days 1 Day 3 Days
5 Days 2 Days
1 Day
Channel Account Manager
Training & Enablement
Vendor Product
Basics
Market Opportunity
Summary
Vertical
Focus Areas
Handling
Objections
Add
Text Here
3 Days 5 Days 2 Days
Add text
here
2 Days
Partner Sales Team
Training & Enablement
Product Technical
Specifications
Product Implementation
Process
Configuration
Options
Add
Text Here
3 Days 5 Days
Add text
here
1 Day
Partner Technical Team
Training & Enablement
New Approach to Applied Training with Online Workflow Implementation Tools
Instant Partner Program
Performance Dashboard
10 Minute Marketing
Capabilities Scorecard &
Action Planning
Add
Text Here
15 Minute Partner
Business Plan
10 Minute Partner
Marketing Plan
Add
Text Here
10 Mins.
Add text
here
10 Mins.
15 Mins.
Add text
here
2 Days
Channel Account Manager
Training & Enablement
Instant Partner Program
Performance Dashboard
Add
Text Here
15 Minute Partner
Business Plan
10 Minute Partner
Marketing Plan
10 Minute Partner QBR
PPT
Add text
here
15 Mins. 10 Mins. 10 Mins.
3 Days
Partner Sales Team
Training & Enablement
37. Sales Training Platforms Used by Company
37
52%
47%
40%
13%
10%
10%
0% 10% 20% 30% 40% 50% 60% 70% 80%
E-learning
Shadowing experienced sales people
Virtual - Instructor-led training, synchronous web-based training
Mobile learning
Add text here
Add text here
This slide covers the training platforms which are used by our company such as on-site classroom, e-learning, virtual instructor, mobile learning, etc.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
38. Train Partners for Product and Resource Updates
38
Leverage pop-ups and in-
product prompts
o Add text here
o Add text here
o Add text here
Webinar-based
training sessions
o Provide personal training sessions
o Answering partners queries
o Add text here
Create support resources
and content
o Quick one-page description of a
new feature
o Demo video
o Provide training guides
Give partners advance notice
about new updates
o Check-in call
o Email
o Pop-up banner on website
This slide covers the tips to train partners for updates of resources and products on regular basis since it is important to constantly provide ongoing updates to the sellers.
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39. 1. The objective of training were clearly defined.
2. Participation and interaction were encouraged.
3. The topics covered were relevant
4. The content was organized and easy to follow.
5. Materials distributed were helpful.
6. This training experience will be useful
7. The trainer was knowledgeable about the training topics.
8. The trainer was well prepared.
9. Add text here
10. Add text here
Strongly
Disagree
Disagree
Neutral
Agree
Strongly
Agree
Partner Training Feedback Survey 1/3
39
This slide covers the training feedback survey of the partners to discover how the business can be improved, and training program
can be enhanced for better results.
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40. The training I have received so far…
Strongly
Disagree
Disagree
Neither Agree or
Disagree
Agree Strongly Agree
1. Prepared me to complete my specific job responsibilities. 1 2 3 4 5
2. Assisted me to develop skills in interacting with individuals
with disabilities.
1 2 3 4 5
3. Helped me improve the quality of life of the people I support. 1 2 3 4 5
4. Provided information I need to perform my job. 1 2 3 4 5
5. Been worthwhile. 1 2 3 4 5
6. Sparked my interest. 1 2 3 4 5
7. Was offered at a time that made it easy for me to attend. 1 2 3 4 5
8. Offered an opportunity for me to share my experiences 1 2 3 4 5
9. Add text here 1 2 3 4 5
10. Allowed me to test out of training on skills I already had. 1 2 3 4 5
11. Was delivered at a comfortable pace so I could understand
the content.
1 2 3 4 5
12. Add text here 1 2 3 4 5
13. Gave me chance to have my questions answered. 1 2 3 4 5
My Recommendations:-
Add text here 1 2 3 4 5
The company should change the current training program 1 2 3 4 5
Partner Training Feedback Survey 2/3
40
This slide covers the training feedback survey of the partners to discover how the business can be improved, and training program can be enhanced for better results.
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41. Partner Training Feedback Survey 3/3
41
1. All together how effective did you find the face-to-face training program?
Very 8
To some extent 2
A little 2
Not at all 0
2. Overall, how friendly (trainer-trainee) did you find the face-to-face program?
Very 9
To some extent 3
A little 0
Not at all 0
3. Add text here
Very 10
To some extent 2
A little 0
Not at all 0
4. How much do you think the face-to-face training program achieved its purpose?
Very 8
To some extent 2
A little 2
Not at all 0
5. How much material descriptors (e.g. scripts, notes, etc. was covered in
the program?
Too much 0
Just right 9
A little 3
6. Add text here
Very 7
To some extent 3
A little 2
Not at all 0
This slide covers the face to face training feedback survey of the partners to discover how the business can be improved, and training program can be enhanced for better results.
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Number
Responses
Questions…
43. Particulars Amount
Instructor Costs $ 1500
Training Material Costs $ 250
Facility Costs (Rents) $ 500
Training Equipment's $ 200
Add text here $ 150
Add text here $ 300
Add text here $ XXXX
Training Cost Per Partner
43
This slide covers cost per training required for the partner such as instructor costs, training material costs, facility costs, training equipment, etc.
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45. Impact of Introducing Partner Enablement
45
This slide covers the impact of introducing partner enablement in the company such as shorter sales cycles, increased revenues, better lead conversion, etc.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Sales rep achieving
quota
MORE
13%
Sales cycle
SHORTER
28%
Lead conversion rates
HIGHER
12%
Revenues
INCREASED
42%
Acceptance of market
leads
HIGHER
8%
46. Impact of Partner Enablement Tools
46
65%
57%
54%
46%
45%
45%
40%
29%
25%
12%
10%
Sales Training Services
Sales Tools
Sales Process Improvements
Content Services
Coaching
Add text here
On-boarding New Hires
Pipeline / Forecast Analysis
Add text here
Add text here
Add text here
This slide covers the impact of partner enablement tools on sellers such as sales training services, sales tools, sales process improvements, coaching, etc.
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47. Table of Content
47
Company Dashboards
o Partner Performance Dashboard
o Partner Scoreboard Summary Report
o Partner Relationship Management Tool
09
48. Partner Performance Dashboard
48
Quarters Plan Actual
Jun – Aug 186 41
Sept – Nov 141 40
Dec – Feb 204 48
Mar – May 159 39
TY 690 168
Quarters Plan Actual
Jun – Aug $3,714,004 $4,776,900
Sept – Nov $2,810,100 $5,754,900
Dec – Feb $4,084,952 $3,978,800
Mar – May $3,177,624 $60,930,900
TY $13,786,380 $20,596,800
Quarters Plan Actual
Jan – Aug $928,376 $10,136,921
Sept – Nov $702,400 $770,962
Dec – Feb $1,021,113 $1,130,898
Mar – May $794,281 $849,895
TY $3,446,470 $3,788,976
Actual Sales
YTD by Quarter Vs Target
100%
50%
0%
Actual # of Pipeline Deals by
Close Date by Quarter Vs Target
100%
50%
0%
Actual $ Pipeline by
Close Date by Quarter Vs Target
100%
50%
0%
This slide covers the partner performance dashboard for quarterly actual and target sales and pipelines deals.
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49. Partner Scoreboard Summary Report
49
Category Scores
Partner Performance
Scorecard
Partner Program
Readiness Add text here
On-Board or
Refresh Partners
Partner Marketing
Readiness Add text here
Partner Sales
Readiness
Partner Marketing
Execution Partner Sales Execution
Actual Sales YTD by
Quarter Vs Target Add text here Brands Sold
Partner Sign-Up and
Contracting
Social Marketing
Capabilities Sales Success Rates
Partner Sales
Competencies Add text here
Partner Sales Targeting
Meeting
Actual #of pipeline deals
by close date by
Quarter Vs Target
Partner Vertical
Alignment Geographic Coverage
Partner Planning And
Goal Setting
Email Marketing List
Capabilities Add text here
Sales Process
Excellence
Partner Sales Target
Presentation
Add text here Sales Play Alignment
Primary Business
Solutions Offered
Event Management
Capabilities Add text here
35
35
N/S
N/S
N/S
27
30
24
43
47
39
10
10
10
10
58
52
78
50
57
60
70
48
79
65
78
80
89
85
77
110
OVERALL SCORE
Strong Performance Needs Improvements Priority Concern Non Scoring
This slide covers the partner scoreboard report which Is evaluated based on their performance and overall scores.
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50. Partner Relationship Management Tool
50
This slide covers the partner relationship management tool which focuses on leads, deals to approve, funds claimed, partner performance, etc.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Actual Vs. Quota
Quota – $ 1.38M
Won – $ 562.50K
Gap – $ 812.50K
Leads to Assign
Num. Leads 33
Estd. Revenue
$ 5.31M
Age – 0-3 months
Deals to Approve
Pending Approval
Amount
$ 552.53K
2
Top Opportunities
Amount
3
Current Quarter
$ 430.00K
Count
Stalled Opportunities
Amount
10
Current Quarter
$ 2.03M
Count
Partner Performance
$0 $400 $800 $1200 $1600 $2000 $2400
Active Systems
Alcon Communications
AWIT Systems, Inc.
Open Pipeline Won Amount
Business Plan Objective
0% 10% 20% 30% 40% 50% 60% 70%
Transtech -
Revenue
Units Sold -
Transtech
% Attained
Busines
Plan
Objective
MDF and Claims
Funds to Approve
Count 54
Amount $ 137.30K
Claims to Approve
Count 33
Amount $ 17.10K
Pending Enrollments
Pending Enrollments
7
Partner for Approval
Awaiting Activation
10
Partner Programs
Active Programs
3
Partner Assessment
Active Systems
Top Performer
90
Score
53. Line Chart
53
10
5
40
20
60
25
5
30
10
50
35
70
0
10
20
30
40
50
60
70
80
FY' 16 FY' 17 FY' 18 FY' 19 FY' 20 FY' 21
Sales
in
percentage(%)
Financial Years
Product 01
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Product 02
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55. Our Team
55
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Designation
Name Here
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Designation
Name Here
56. Our Mission
56
Vision
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Mission
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Goal
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57. About Us
57
Value Clients
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Target Audiences
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Preferred by Many
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58. Comparison
58
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Female Users
60%
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Male Users
40%
59. Timeline
59
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2017
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2018
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2019
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2020
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2021
Start End
60. Post it Notes
60
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61. 30 60 90 Days Plan
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30 Days
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60 Days
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90 Days
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