PRM? Yes, Partner Relationship Management. We’re in the CRM, customer relationship management, business here, but PRM is decidedly a B2B (business-to-business) function.
As you might have already seen, we’ve rolled out the ability to only show users leads that have been assigned to them. But what about vendors you may refer to business to? You want to share leads with them, but keep them at “arms length”? PRM may be the solution for you.
We’re testing this new functionality for users at the Max level presently. Your partners would need Lead Zeppelin accounts of their own to receive “shared” leads.
If this sounds like something of interest to your organization, please contact us and we’ll set your account up.
