What's New: CRM in Partner Center

Join Gracen Steeg for an in-depth walkthrough and see how Vendasta's new CRM can transform your business operations. Streamline your sales cycle, automate tedious tasks, and more, all in Partner Center.

Customer Management

Manage customer relationships right from Partner Center instead of jumping back and forth from Sales & Success Center. With Companies and Contacts, you can:

Associate Contacts with multiple Companies. [1:19]
Log notes and sales activities such as calls, emails, and in-person meetings. [1:39]
Create, track, and check off sales tasks as they're completed.
Create Opportunities, complete with built-in MEDDPPIC qualification. [2:56]
Monitor pipeline in Sales, and track performance with Premium Reports. [3:41]
Filter Companies by Snapshot Report data (see details in "Snapshot Report below). [4:15]
[Beta] Capture new leads, contact details, survey responses, and more on your website with our flexible, embeddable new Form Builder. Upon full release, it will sync contact information with the new CRM. At this time, simply download submissions as a CSV. [7:03]
[Coming soon] Organize and track daily sales tasks with Task Queue.
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to track its progress.

What's the difference between Companies and Accounts in Partner Center?

Learn more

Emails & Campaigns

Send email campaigns to targeted audiences in bulk by filtering Contacts by any field/s on the contact record. Segment by location, industry, Snapshot Report results, and more to send a tailored email campaign in a few clicks. View campaign performance with the full suite of analytics available, or view each recipient contact's engagement from the Activities section of their contact record. [5:53]
[Coming soon] Send SMS campaigns to targeted audiences in bulk, same as described above for emails.
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to track its progress.

Inbox

Capture new leads on your website automatically with AI-assisted web chat. Visitors to your website will be instantly welcomed, and their contact details collected in a brief conversations. New leads will appear in your Inbox in Partner Center, and will appear as Contacts. [6:14]
[Coming soon] The AI-assisted web chat widget will have knowledge about a business from its website.
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to track its progress.
[Coming soon] Upload additional details to the widget so it can converse with visitors to your website and answer more of their questions automatically.
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to track its progress.

Orders

Easily price the packages in your store by setting an all-inclusive, recurring rate rather than pricing the components individually. Set the total price, and add one-time set-up fees where applicable. Then, review the initial and recurring retail, wholesale, and profit amounts to confirm the margins are acceptable before publishing. 9:34 in this video.

Note: If you have packages where some products are billed monthly while others are billed yearly, their price has been replaced with "Contact Sales." Learn how to update their displayed pricing

here

Snapshot Report

Snapshot Report data is now integrated with Companies in Partner Center. Filter prospects by various results from their reports, such as their grades and tech stack, and send them a targeted email campaign. [4:15]

Integrations

[Coming soon] Send data in and out of Vendasta with
Zapier
to make ideal workflows for you and your customers. With Vendasta's new Zapier app, you can connect almost anything to the CRM in Partner Center (and in Business App too). [7:44]
Learn more and
vote

to track its progress.