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Partner Guru
Your brand. Your sales network. One connected pipeline.
A configurable sales submission and referral platform, branded as your own. Sales representatives and referral partners submit customer details and supporting documents from a mobile app. Your team reviews, assigns and progresses every opportunity from one administration dashboard.
For sales representatives and referral partners
Submit opportunities from a phone
Sales representatives and referral partners use your branded mobile app to submit customer details and supporting documents in a few steps. They can follow each submission, reply when more information is requested, and see updates and proposals as the opportunity progresses.
1. Attach supporting documents and submit
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2. Track every submission
3. View updates and proposals
Example deployment: Procurement Gurus Energy
Screens show demonstration records. Your app and dashboard use your own logo and colours, and the submission steps and wording are agreed with you during setup for your sales or referral process.
For your administration team
Manage every opportunity in one dashboard
Your team sees every submission in one place. Review new opportunities, assign an owner, request more information from the submitting user and progress each one from review to proposal.
Track enquiry progress
Status counts and labels show where each opportunity stands.
Assign responsibility
See who owns each enquiry and filter by Mine or Unassigned.
Monitor follow-up
Respond-by dates and overdue counts show what needs attention next.
Example use case
How a partner-led sales network works
A broker has a commission-sharing agreement with a buying group. The buying group's sales representatives submit customer details and documents through the broker's branded app, and the broker's team reviews and progresses each opportunity in the dashboard. Commercial terms between the partners are agreed separately.
Partner sales team
Sales reps or referral partners with a customer opportunity
→
Branded app
Customer details and supporting documents submitted
→
Administration dashboard
Your team reviews, assigns and follows up
→
Review and proposal
Opportunity progressed towards a proposal
↺ Updates return to the submitting user
Status updates, messages and requests for more information go from the dashboard back to the submitting user in the app.
Android app distribution
Your branded app, available through Google Play
Give your sales teams and referral partners a branded Android app they can download directly from Google Play. Submit customer details and supporting documents from a phone, connected to a dashboard where your team can review and progress each opportunity.
We support app preparation and submission through your organisation’s Google Play developer account. Publication is subject to Google Play review and approval.
Example deployment: Procurement Gurus Energy
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