About Data Funnels

Permission Required

This feature is not available to all users. Please contact your ZiftONE team, and the supplier that manages your partner portal, to have it enabled.

Overview

The Funnels feature sets up an additional CRM integration in the partner portal that automates your Deal Registration, Lead Registration, and/or Lead Distribution processes with your supplier. By setting up this integration, you and your team can:

• Reduce time spent on manual data entry

• Work on a platform you and your team already know well

• Prevent duplicate work caused by having to register a Deal and/or Lead in both your partner portal account and CRM software

Funnels allow you to sync your Deals, Leads or Sales Reps between your CRM and your partner portal by creating a separate Funnel for each. These types of Funnel are available:

• Deal Registration - from your CRM to your partner portal

  This funnel type pulls deals from your CRM and automatically registers them with your supplier. It can also pass the deal status back to your CRM (optional).

• Lead Registration - to your supplier

  This funnel type pulls leads from your CRM and automatically registers them with your supplier. It can also feed leads distributed to you by your supplier into your CRM (optional).

• Lead Distribution - from your supplier into your CRM

  This type of funnel pushes your distributed leads from your partner portal to your CRM (you define the criteria they must meet to be included).

• Sales Reps - from your CRM to your partner portal

  This type of funnel pulls Sales Reps from your CRM.

The Funnels feature supports integration with these CRMs:

• Salesforce
• MS Dynamics

Funnels sync data every 2 hours.

Before You Begin

Ensure that you have the Administrator role for your partner portal - only Administrators are permitted to manage funnels.

Have the required credentials for your chosen CRM to hand. You'll need this information:

• Salesforce
  • Username
  • Password
  • Login Domain
  • Security Key
• MS Dynamics
  • Client ID
  • Client Secret
  • Organization
  • Tenant ID

Make sure you understand the fields available in your CRM account setup.

Determine which type of Funnel you want to set up - Deal Registration, Lead Registration, Lead Distribution or Sales Rep sync.

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