Magentrix PRM Partner Portal Configuration in 20 mins 🤯
Most partner portals take a long time to configure and implement. Not Magentrix. Magentrix is a DIY, self-managed PRM (everything is drag-and-drop, no code and doesn't require help from PRM vendor).
(00:00) Intro
(00:36) Branding the partner portal with the Theme Builder (selecting colors, fonts, logos, favicon, styling preference for UI elements, etc.)
(03:08) Partner portal navigation setup
(03:50) Settings for Articles (Partners News, Blogs, Knowledge base, etc.)
(04:56) Content Sharing Permissions settings
(06:18) Partner Engagement Pages setup
(09:30) Resource Collections (formerly called Playbooks)
(10:24) Tab icons selection
(11:55) How the partner portal looks so far
(12:55) Deal Summary Page (Deal registration, pipeline tracking, and other deal details for greater visibility for the partners)
(17:31) Partner Attribution - setting up referral link for partners
(19:09) Partner portal is configured and ready to go for uploading your content
See this video for how to configure the Salesforce CRM to PRM integration in just 8 minutes (depending on how fast you are): • Partner Portal (PRM) to Salesforce CR...
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Credits:
Narrator: Paul Bird
Producer: Fereshta Nouri
Portal Graphics & Branding: Fereshta Nouri
Watch video Magentrix PRM Partner Portal Configuration in 20 mins 🤯 online without registration, duration hours minute second in high quality. This video was added by user Magentrix 01 October 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 427 once and liked it 1 people.