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Configuring Partner Relationship Management

Updated on November 25, 2021

To configure Partner Relationship Management, perform the steps below in your implementation layer.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
  1. In the User portal, from the Explorer panel, select Administration.
  2. Go to PRM Settings, and then select the Partner relationship management (PRM) checkbox.
  3. Update the Onboarding Categories field with your onboarding categories to allow channel managers to add articles from these categories to the onboarding content.
  4. Click Save.
  5. Set up collateral, by performing the following steps:
    1. Go to Toggle Settings, and then select the Knowledge management checkbox.
    2. Click Save.

Optional: Configuring deal registration

By using deal registration, channel managers avoid channel conflicts with duplicated deals. Partner sellers register deals and can only start working on it after the deal is approved by channel managers. Deal registration is supported only for the B2B selling mode.

Note: The following steps are required only after upgrading from versions earlier than 8.1.
To configure deal registration, perform the following steps:
  1. Optional: To view and work on deals, add the crmCanViewDeals privilege to the channel manager and partner operator access roles in your implementation layer.
    If your implementation role already has this product role configured as dependent, then this change is not required because it is covered through inheritance.
  2. In the implementation lead class inheriting from the PegaCRM-Work-SFA-Lead class, expose PartnerID and IsPartnerSourced properties.
  3. In the implementation opportunity class inheriting from the PegaCRM-Work-SFA-Opportunity class, expose PartnerID and IsPartnerSourced properties.
  4. In your implementation layer, in the Lead case type, on the Processes tab, add the DealSubmitForApproval flow to the Case wide supporting processes list.

Configuring Market Development Fund (MDF)

Market Development Fund (MDF) provides channel managers with the ability to support the marketing efforts of their partners. As a channel manager, to approve and manage marketing activities initiated by partners you must configure Marketing Development Fund.

You must enable MDF in App Studio, and then configure the MDFTimePeriodType dynamic system setting.
  1. In the User portal, from the Explorer panel, select Administration.
  2. Go to PRM Settings, and then select the Market development fund (MDF) checkbox.
  3. In the MDF time period type enter the time period for budgets. You can use fiscalyear, quarter, or month.
  4. Click Save.
What to do next: See, Managing the Market Development Fund (MDF) budgets.
  • Previous topic Improve collaboration with partners by using Partner Relationship Management
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Tags

Pega Sales Automation 8.7

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