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Sync deal registration and partner leads with CRM.

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Deal Registration Form Template

Deal registration is a critical component of a robust and thriving partner program. Download our free deal registration form template now to get started!

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Download your free deal registration form template

Deal registration is a critical component of a robust and thriving partner program. An effective deal registration form template can streamline your sales process, prevent channel conflict, and foster greater transparency and collaboration between your organization and its partners. Download our deal registration form template now to get started. (Download a Word document version here!)

As you're getting started out, these are some best practices for designing effective deal registration forms:

  • Keep it concise: Collect only the essential information you need. Lengthy forms can be time-consuming and off-putting for partners to fill out. Stick to the basics to ensure a swift and efficient registration process. In this deal registration form template, we've included required and optional sections for this purpose. 
  • Offer easy accessibility: Ensure your form is readily accessible. Provide clear instructions on where and how to locate and fill out the form.
  • Clearly define terms: Define the key terms and stages of your sales process. The clarity will make it easier for partners to provide accurate, consistent information.
  • Create a simple, intuitive design: Make the form easy to understand and navigate. Consider including checkboxes, dropdown menus, and radio buttons to simplify the input process.
  • Do regular updates: Ensure your form stays current. Update it regularly to reflect any changes in your product line or sales process.

Remember, a well-designed deal registration form is just the start. Your aim should be to simplify the overall deal registration process to improve your channel performance.

That's where Impartner can help.

Automate your deal registration process

Juggling multiple deals and partners can be challenging, especially when manual processes are involved. Manual deal registration can be time-consuming and error-prone, jeopardizing your program's overall success.

Empower your partners as if they are an extension of your sales team. Automate and streamline your deal registration process with Impartner's end-to-end partner relationship management solution.

With Impartner, you can manage all registered deals in one place, saving time, reducing channel conflict, and minimizing errors. You can easily track closure rates, enable lead delegation, and measure campaign-related ROI.

Partners gain greater visibility through their partner portal and receive real-time updates. Impartner's PRM is directly integrated with Salesforce or your preferred CRM, ensuring the latest updates are automatically reflected in your admin dashboard.

Say goodbye to manual work and hello to ease with Impartner.

About the Author

Impartner is the fastest-growing, most award-winning provider of partner management and partner marketing automation solutions. We've been around for decades, and were the first to coin the term "PRM". Today, over 40,000 users leverage Impartner to manage millions of partners within their ecosystem of distributors, resellers, and more. We draw on decades of experience with best practices in the channel to create content that helps partnership leaders grow their careers and scale their programs.

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