Your relationship with your business partner, since you share common goals, is a win-win situation. So, you want to empower him with the necessary supplies like training material, salesforce methodology, marketing tools, development seminars, competition insight, financial incentives, motivation, company culture and much more.

1. Best Practices #6: Partner Relationship Management (PRM)
Comidor has quite a few tools that can assist you with building, maintaining and expanding your network of business
partners (affiliates, resellers, VARs, agents, distributors etc.). Contrary to the extrovert approaches of Customer
Relationship Management (CRM), the Partner Relationship Management (PRM) is based on the following introvert
principle: since your business partner is an extended arm of your company, you must grant him direct access into your
company’s “eco-system” of people, information, processes and tools.
Your relationship with your business partner, since you share common goals, is a win-win situation. So, you want to
empower him with the necessary supplies like training material, salesforce methodology, marketing tools, development
seminars, competition insight, financial incentives, motivation, company culture and much more.
Even though Comidor doesn’t have a specific PRM module, nevertheless let’s see how Comidor’s broad collection of
business applications can be helpful when it comes to PRM.
PRM in Comidor
PRM in Comidor:
1. Acquire a new Business Partner:
Visits & Meetings: Import you company’s potential partners into Comidor (Contacts and Accounts), fill-in their profiles
and group them based on geographical criteria (geo-reporting with Google Maps), business sectors (industry sector
categorization) and more. Schedule your meetings (Events) and organize your weekly visits (Calendar).
Campaigns: Select targeted groups of people with the use of elaborated filters (Contacts), prepare email templates
(Mail+) and send out mass email campaigns (Campaigns) to your potential partners.
Expos: Either visitor or exhibitor, plan and organize your expo trip with a well-organized project (Project).
WWW (passive/active): Collect and analyze website traffic (Website Analytics) to reach wise decisions over what
attracts your potential partners. Check the latest trends on business partnerships “#Partner” (Twitter) or upload an
indulging Facebook status update (Facebook) or simply build promising bridges by expanding your professional
network (Linkedin).
Acquire
Visits
&Meetings
Campaigns
Expos
WWW
(passive/active)
Referrals
Manage
Contracts
Activity
Follow-up
2-level
Opportunities
Develop
Ecosystem
Access
Training
Seminars
Content
Library
Motivate
Incentives
Rewards
Support
Sales and
MKT tools
Joint Business
Planning
Networking
Support
Center
and...
R
E
P
O
R
T
S

2. Referrals: Nothing is better than word of mouth. Even the most informal info can be used to make your way to a
partner (Leads, Notes).
2. Manage your Business Partner:
Contracts: Maintain an updated list of your contracts (Contracts) with all necessary info around them such as validity
period, scanned hardcopy of the partnership agreement, associated tasks, related issues and more.
Activity Follow-up: Once your partner has been created in Comidor as an Account (Accounts), then you can have a
360-degrees point-of-view: latest emails exchanged, unsolved issues, pending tasks, financial info, associated
projects, documents, comments and many more!
2-level opportunities: Typically your partner is keeping you updated over his sales activities. Keep track of the
progress of his actions by maintaining-in-parallel his opportunities in your system (Opportunities).
3. Develop your Business Partner:
Eco-system access: Authorize your partner with Comidor credentials but, of course, provide restricted access (Guest
Users).
Training: Build a knowledge database with step-by-step walkthroughs (Wiki), video tutorials (youtube integration),
user manuals (Documents). You may even create data modeling diagrams to reflect your partner operations
(Workflows).
Seminars: Organize seminars (Events) to pass on your CEO’s vision, company culture and to empower the bonds
between your company and the partner.
Content Library: Create a powerful file repository system (Documents) where your partner can find any type of
material (files, documents, forms, templates etc.) he needs. Comidor’s DMS integrates with Dropbox and Google
Drive.
4. Motivate your Business Partner:
Incentives: Provide escalated sales targets in the partnership agreement (Contract) and follow the related payments
via the financial module (Expense). Praise a partner in public through your company’s newsletter (Campaign).
Rewards: Run a pointing loyalty system (Comidor Units) with quantitative targets and reward your partner with a
bonus based on his achieved goals (Productivity).
5. Support your Business Partner:
Sales & MKT Tools: Provide your partner with a company Comidor email (Mail+) and grant him access to the
Comidor CRM so that he can reach his audience (Campaigns). Your partner can benefit from accessing your products’
list (Product Catalog), he can also provide you with feedback (Comments) and he can have better insight to the market
(Competitors).
Joint Business Planning: Combine forces by setting-up a project (Projects), prepare your plan (Gantt chart),
delegate tasks (Scheduling) across project teams (virtual groups), set deadlines, requirements, deliverables,
resources, cost…

3. Networking: Give your partner valuable tools to expand his network (Contacts, integrated LinkedIn/Facebook/Twitter).
Support Center: In case your partner needs support, Comidor provides quite a few effective solutions. The partner
could contact you directly for help (Chat, Video call, Internal Message, E-mail, Notification) or indirectly (Activity Wall,
Task, Issue, Topic).
6. Comidor PRM Reporting:
When it comes to reporting, Comidor provides the following solutions that can be useful either by you to monitor your
partner activities or by your partner since you have granted him access to Comidor:
a) List View: All the Comidor units (Events, Emails, Tasks, Projects etc.) are presented in a list view where the
partner can sort, filter and group the records.
b) Graph View: Your partner may switch from the List View into the Graph View and get a graphical
representation (bar chart, pie chart) of the records.
c) Analytics: Actually a query-maker. Your partner can create his own queries by selecting the specific fields he
wants to report. There is also the possibility to create a geo-location report (the results are presented on
integrated Google Maps).
d) Project predesigned reports: For your partner’s ease, Comidor has predesigned reports in Projects such as
Timesheets, Projects per Employee, Team Weekly Reports and more.
e) Dashboard with Widgets: Your partner may select his preferred chart (pie, bar) to view statistical
information (i.e. sales report, task per type, income report, closed deals and many more).
f) Various: Gantt chart, Pipeline chart, Sales Funnel, Kanban analysis, Web Analytics funnels.
g) More to come… Comidor is evolving fast. Visit regularly our website www.comidor.com to stay updated
with our latest business solutions!