Problems we solve · Channel
Fix the partner programme before it becomes a commission argument.
Dealers and agents send leads by message, and your team tries to remember who sent which. Two partners claim one customer. A partner asks what happened to a lead from last month. Commission is paid late, or disputed. Channel partner management breaks when there is no shared record.
What is channel partner management? Onboarding dealers, agents and referrers, receiving their leads, preventing duplicates, converting the good ones and recording commission. It works when partners and your team look at the same record.
Signs you have it
Where partner programmes usually break.
Leads by chat
Partners send names on messages that are hard to search later.
Duplicate claims
Two partners say they brought the same customer first.
Status calls
Partners phone constantly to ask what happened.
Late commission
No record of when a commission became due or what was paid.
How HelioLattice fixes it
A portal for them, a pipeline for you.
Approve partners
Partners sign up, verify their email and wait for your approval. You can suspend or reject them later.
Receive leads in one place
Partners submit leads through their own login, with the customer's details and notes.
Catch duplicates
A lead is held when an active enquiry already exists on the same phone number, and your team decides what to do.
Show status and pay commission
Partners see each lead's status, and your team records commission through pending, approved and paid, with a history.
What changes
Less chasing, fewer disputes, better partners.
Own login for each partner
Partners see only their own leads and commissions, with a dashboard and an export of their commission list.
- Email verification
- Password and one-time code login
One pipeline
Accepted partner leads become enquiries with the partner as source, so sales works them like any other.
- Source retained
- Partner follows progress
Commission record
Every amount, status and payout reference is logged with the changes over time.
- Pending, approved, paid or rejected
- Event history
Partner reporting
See which partners send leads that become jobs, and which send names that never convert.
- Leads and commissions report
- Audit log of portal activity
Questions
Common questions.
How do partners send leads?
What stops two partners claiming the same customer?
Can partners see what commission they are owed?
Can we limit what partners see?
Bring order to your partner network.
Bring your current partner list and we will show how they would sign up and send leads.