Capture Activity

When working with channel partners, it's often necessary to collect information that syncs with your CRM. Traditionally, this happens through partner portals—an experience that can be time-consuming and frustrating, requiring logins, navigation, and form submissions. By allowing partners to submit information via simple messaging, the process becomes faster, easier, and more seamless for everyone involved.

Here are a few examples:

Scenario 1: A Partner Wants to Register a Deal

Partners often need to register deals for several reasons: to help the brand mitigate deal conflicts, gain visibility into their channel pipeline, and ensure support is focused where it's most needed.

To simplify the process, instead of logging into a partner portal, partners can simply send a quick message with their deal details. The information is then automatically synced to your CRM.

 I'd like to register a deal for IBM. The amount is $55,000, the end contact is Ron Woodbridge, and the product is PowerForge.

Thanks, Simon! Before I sync this with our CRM, can I confirm the details below?

  • Customer: IBM

  • Product: PowerForge

  • Amount: $55,000

  • Contact: Ron Woodbridge

Is everything correct? ✅

Yes

Great, we'll sync this with our CRM and let you know if we have any questions 😊

Scenario 2: A Partner Registers a Sales Claim

In many partner programs, it’s common for partners to register sales claims, which—once approved—can trigger commission payments or loyalty point rewards.

This process can be made faster and easier by handling it through simple messaging.

 I’d like to register a sale I made. It was for the LED TV SmartVee 5000, sold for $850, on July 25th.

Hi Peter, thanks for the info! Before we record the claim, let me confirm the details:

  • Product: SmartVee 5000

  • Amount: $850

  • Date: July 25, 2025

Could you also send over the proof of sale?

⬇️ [Invoice July.pdf]

 Got it—thanks, Peter! We’ve successfully recorded your sale. ✅

There’s an even more streamlined way to handle this using PartnerEnabler. Instead of filling out forms, the partner simply sends a sales invoice—which can include multiple line items. Using AI, we automatically extract all relevant sales data and sync it with your CRM.

 Here’s the sales invoice for last week’s sales.

⬇️ [Sales Invoice 2580.pdf]

 Thanks, John! We’ve scanned the document—just to confirm, the total amount was $5,500?

Yes

 Perfect. Your sales have been successfully recorded. ✅