• Email: info@spudsoftware.com
  • Phone: (810) 695-0001

Referral Partner Management

Gain full visibility into your outside sales partners activity to track their opportunities. PACManager will insure no two sales partners are calling the on the same targets / prospects.

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Referral Partner Management
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Taking care of the people helping your business grow

The easier you make it for your referral partners the more they will refer your business

  • Action list: Just like your sales team, your reps will have a list in order by follow up date with all the information they need to quickly reach out and follow up with their targets.
  • Ability to add targets: Reps can quickly add targets to PAC to let everyone know who they are going after to prevent multiple people from going after the same target
  • Activity Updates: Quick and easy updates just like your sales people do to let you know what the reps are working on and their progress.
  • Commissions: Calculates commission by person, job, sale amount, volume, min/max or whatever else needed to make sure your reps are getting their correct commissions.
  • Quoting: If you have referral partners that you want to allow to quote we can make that happen with or without an approval process based on how you want to run you referral partners
  • Access to PACManager: You have full control on how much or how little access you want your referral partners / reps have access to in PAC.
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Measure product usage and custom KPIs for every customer

Why I say old chap that is spiffing cobblers it's your round, haggle bits and bobs golly gosh up the duff mush well car boot bevvy.

  • Flexible, fast reporting: On your bike mate cobblers I don't
    want no agro bleeding crikey
  • Access our data anywhere: James Bond Queen's English
    mufty it's all gone to pot bobby elizabeth.
  • Invite your entire team: So I said in my flat Elizabeth no
    biggie me old mucker smashing starkers spiffing wind up,
    cobblers chip shop.

Frequently Asked Questions

Why do I need to have this feature in PAC?

You don't have to track assets in PAC. If you have your assets in another system (and it isn't costing you any additional fees or labor) that PAC can integrate with we can get the data for the reports from your existing system. If you aren't currently tracking your assets, we highly recommend you do (ideally with asset tags) for your accounting manager.

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Can I start using PAC now and worry about using this feature down the road?

Absolutely. We would like to see you have everything in one system eventually, but if it isn't needed right now, we can table it for down the road.

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I see the screen image above, does it have more functionality than that?

PAC is designed to be the base for your business management software. It can be customized any way needed to best fit your business.

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Will every user have access to this feature?

Only if you want them to. Every feature has security access settings that you can grant / deny access (or we can do it for you). Reports have their own security settings as well, so you can grant access to specific reports and not the data entry screens if that makes the most sense for your business needs.

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Is the monthly fee different based on whether I use this feature or not?

PAC has a single flat monthly fee that covers the entire system regardless of what features you are currently using.

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Is the monthly fee different based on the number of users using PAC?

We don't charge based on user because we believe the data and reports are more accurate if everyone is using PAC.

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