SP_CE's Pipedrive integration automates deal management, syncs partner sales data, and provides real-time pipeline visibility across channels.

SP_CE's Partner Portal seamlessly connects with Pipedrive to transform deal management across your channel partner ecosystem. This integration eliminates manual deal tracking and provides a single source of truth for all partner-driven opportunities. Deal Management Excellence:

• Deal Registration & Tracking: Partners can register deals directly through the portal, automatically syncing with Pipedrive for real-time pipeline visibility and eliminating duplicate submissions.
• Pipeline Sync: Every deal stage update in Pipedrive instantly reflects in the partner portal, ensuring all stakeholders work with current information.
• Deal Conflict Prevention: Automated territory and account checking in Pipedrive prevents channel conflicts before they occur.
• Commission Management: Deal values and win rates in PipeDrive automatically calculate partner commissions and rewards.

Stakeholder Value:

• For Partners: Clear deal status visibility, automated registration processes, and instant feedback on submissions.
• For Channel Managers: Complete pipeline oversight, streamlined deal approvals, and data-driven partner performance tracking.
• For Sales Leaders: Accurate forecasting, transparent partner contribution metrics, and optimized channel sales strategies.

By connecting SP_CE to Pipedrive, organizations transform scattered deal management into a streamlined, automated process that accelerates partner sales cycles and improves win rates.

1. Sign up for an SP_CE account.
2. Navigate to Settings > Deal Management.
3. Connect your account with Pipedrive.
4. Configure your deal template.
5. Add the Deals block to private spaces.