OPTYX is the first workflow tool purpose-built for channel account managers and the indirect partner sales channel. OPTYX not only improves overall channel management and makes channel managers more productive, but it allows them to increase partner coverage and drive more revenue through their channel programs. How does OPTYX work? OPTYX gathers transactional data from your Salesforce CRM as well as additional partner intelligence from various external sources – such as Dunn & Bradstreet, Mention, News wires, Twitter and others – and then leverages an analytics engine to produce partner specific alerts & notifications, actionable tasks, channel health scores, standardized partner reports, and much more. Using data science to deliver this level of functionality, OPTYX will increase channel manager productivity and overall partner coverage to drive more revenue from your channel program.

1. STOP MANAGING THE CHANNEL WITH YOUR GUT
START MANAGING
WITH SCIENCE
INTRODUCING
POWERED BY CHANNELEYES

2. is the world’s
first Indirect
Channel Sales
Platform
75%
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3. Replacing
stale reports,
spreadsheets,
and a CRM
designed for
direct sales.
It replaces
stale reports,
spreadsheets,
and a CRM
designed for
direct sales.
3 |
20%
80%

4. First-of-its-kind sales workflow tool –
built for Channel Account Managers
Send emails, auto-dial, log calls,
update partner records & update
opportunities
Gather partner intelligence,
actionable insights & real-time
competitive updates
Instant partner reports with call
agenda, talking points,channel
health & deal status
4 |

5. Data Science
Predictive Analytics
Business Intelligence
Machine Learning
Hundreds of transactional, behavioral &
big data signals create actionable alerts 5 |

6. Increase rep
productivity and
indirect sales
performance
20%
5X
6 |

7. 7 |
Partner intelligence,
actionable insights &
competitive updates
Real-time partner
health checks
and instant
reports
Prioritized actions
with one-click
dialer & emailReporting
dashboards monitor
channel and territory
performance
Main Workflow Screen

8. 8 |
Automatic notes
captured from call
update the CRM
Agenda with key
actions and
talking points
with partner
Make real-time
updates on
opportunities
and keep CRM
system always
up to date
Get the latest
opportunity updates
and quickly monitor
changes in customer
opportunities
Partner Interaction Panel

9. 9 |
Detailed partner data
ready for reporting to
management or partner
QBRs
Combine data from
multiple sources –
instant 20% increase in
average rep productivity
Partner Reporting

10. Next Steps…
10 |
1 2 3
• Mutual NDA
• Read-Only Seat in Salesforce
• Install AppExchange Package
• Develop Model
• Present Data &
Workflow
• Execute Contract
• Deploy to Sales
Team
Easy to Implement. Instant Results.
• $200 / per user / per month
• 2 Year Commitment

11. Better selling with an optimized workflow
based on predictive analytics& data science
Increased productivity with automated partner
reports and real-time channel health data
Channel Account Managers need better tools.
It is time to modernize your indirect sales
process with OPTYX.
POWERED BY CHANNELEYES
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