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Compare Channel Management Software

This page is managed by
Jay Ivey, Market Research Associate
Last updated: November 20, 2014

Top 10 Most Reviewed Channel Management Software Systems

 
Salesforce.com The Salesforce Sales Cloud helps organizations manage their partner network and track finish products from seller to buyer. Sales Cloud offers compensation management, channel marketing, pipeline forecasting and more.
        158 Reviews
 Price
 Demo

783

Recommendations
in the last 30 days
InfusionSoft For companies with a focus on e-commerce, Infusionsoft offers a complete CRM solution that helps manage e-commerce processes, as well as the multiple channels involved.
        57 Reviews
 Price
 Demo

485

Recommendations
in the last 30 days
PlanPlus Online PlanPlus takes business collaboration and front office management to the online space. This cloud solution has features to increase cross-channel communication, as well as individual productivity across the organization.
        34 Reviews
 Price
 Demo

25

Recommendations
in the last 30 days
LeadMaster Lead Management LeadMaster is a complete lead management solution with strong channel management features. Users can manage business opportunities or have channel partners log in and update opportunities as they arise.
        15 Reviews
 Price
 Demo

78

Recommendations
in the last 30 days
Microsoft Dynamics CRM On top of core CRM functionality, Microsoft Dynamics CRM offers "extended CRM," which includes channel management. This feature connects users to all their channels and networks, including partners, suppliers and distributors.
         8 Reviews
 Price
 Demo

4

Recommendations
in the last 30 days
 

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Mothernode CRM Mothernode CRM gives companies of all sizes the tools they need to completely manage all sales channels. Features include quote and oder management, invoicing, and a support and service log for every customer transaction.
        4 Reviews
 Price
 Demo

37

Recommendations
in the last 30 days
CXM CXM is a flexible and fully customizable CRM solution designed to be a particularly good fit for small businesses, service-based businesses, and medical practices, while providing enterprise-level security and support.
        2 Reviews
 Price
 Demo

44

Recommendations
in the last 30 days
My eToolbox With advanced features in billing, marketing, and sales management, My eToolbox is a versatile Field Service solution ideal for small to mid-sized companies looking for a better way to manage employees in the field.
        2 Reviews
BNTouch Mortgage CRM BNTouch Mortgage CRM was established to meet the specific requirements of mortgage brokers, bankers, and loan officers seeking a Customer Relationship Management system with advanced marketing and lead nurturing capabilities.
        2 Reviews
 Price
 Demo

2

Recommendations
in the last 30 days
Physician Relationship Management System MarketWare’s Physician Relationship Management System is a web-based system that helps doctors manage every aspect of physician relations including referral opportunities and email marketing.
        1 Review
 Price
 Demo

2

Recommendations
in the last 30 days
 
 


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Buyer's Guide

Even in these days of Internet disintermediation, it is unusual for manufacturers to sell directly to end customers. Instead, products are sold through a complex web of distributors, wholesalers and retailers, with value-added retailers (VARs) and original equipment manufacturers (OEMs) thrown into the mix. To manage all of these sales channels, companies use channel management software. We wrote this buyer’s guide to help buyers untangle this market’s web of solutions and conduct a proper system comparison.

Here’s what we’ll cover:

What Is Channel Management Software?
What Type of Buyer Are You?
Benefits and Potential Issues
Market Trends You Should Understand
The Vendor Landscape

What Is Channel Management Software?

Channel management software, also known as partner relationship management software (or just PRM software), tracks goods and services from the seller to the ultimate consumer. These programs are valuable for automating sales and marketing processes through indirect company channels. One might think of channel management as sales force automation (SFA) for OEM and VAR channels. 

Channel management (CM) functions include partner recruiting, partner lifecycle management, compensation planning, channel marketing, channel sales management, activity tracking, pipeline forecasting, territory management, account management, leads management, product configuration and order management. Most systems will include partner tools that give visibility from the partners into the system. More advanced systems will also track cooperative advertising dollars and compliance. 

In keeping with classic supply chain design, the supplier firm (the upstream partner) and the customer firm (the downstream partner) should have systems that interact. This integration allows orders, inventory and other information to be passed securely between the partners as necessary.

What Type of Buyer Are You?

Manufacturer buyer. These buyers work with firms that make goods to sell. These buyers need partner management, collateral distribution and order management.

Distributor buyer. These buyers work for distributors and very large retailers. They need order management, price customization and shipping prioritization.

Wholesale and retail channel buyers. These buyers work for whole seller and regional retailer firms or retailer cooperatives. These buyers need strong integration with accounting to track dealer accounts, collateral distribution and marketing co-op tracking.

OEM/VAR channel buyers. These buyers work for firms that sell to OEMs and VARs. These buyers are seeking product branding, collateral customization, special order processing and accounting integration.

Benefits and Potential Issues

Increased customer satisfaction. There actually may be several sets of customers satisfied throughout the chain. Ultimately, it is the final consumer that matters most to the manufacturer, but it is rare that the consumer is the manufacturer’s customer. Partner management software gives each step in the channel increased visibility into the whole process.

Recall management. Should a product need to be recalled, CM gets the word to downstream partners quickly. Fast, decisive action can limit damage and minimize bad publicity.

Better inventory analysis and reporting. CM allows inventory levels to be maintained at optimum levels. Orders can be triggered manually or automatically, but in either case CM can measure downstream partners’ inventory trends and let the supplier more accurately project required inventory levels and manufacturing requirements.

Better account management. CM systems consolidate partner information, giving reps insight to increase sales and customer satisfaction at the same time. For example, when a VAR calls in an order, the rep can check to see if the customer is close to price breaks or order levels to trip co-op advertising budgets.

There are dangers in this level of integration. Problems can propagate through the system. The Wall Street Journal reported that Amazon recently listed the book The Making of a Fly by Peter Lawrence for $23,698,655.93, plus $3.99 for shipping. Used copies were available for $35.54. The problem? Amazon has two channel partners that provide pricing information and in this case, the computer algorithms used by the two partners were competing against each other and raising the price in a loop.

Market Trends to Understand

Consolidation with CRM. Most channel management functions are being integrated into CRM and SFM systems or are included within the CRM applications from enterprise suite vendors. Stand alone channel management systems are increasingly rare, although CRM and SFM systems could be used for stand alone channel management if desired.

Software as a service. As with CRM in general, there is a strong move toward the software as a service (SaaS) model. A cloud-based model allows all partners to access appropriate information as long as they have access to a Web browser and the Internet.

Web integration. Even premises-based providers offer Web access to partners. This way downstream partners can check their accounts, check order status, place orders and track co-op account funds.

Mobile operations. Most channel management systems can be accessed by mobile devices and can provide email alerts as well as text message alerts.

Automatic ordering. If both partners have compatible systems, one advantage is automatic order placement, or vendor-management inventory. For example, as a retail store sells a particular model of television set, its inventory system tracks the quantity on hand. When that quantity falls below a certain threshold, the inventory system will automatically place an order with the supplier by interfacing to the supplier’s channel management system.

The Vendor Landscape

This type of buyer... Should evaluate these systems
Manufacturer buyer SAP, Oracle, GoldMine, Microsoft Dynamics CRM, Salesforce
Distributor buyer SAP, Oracle, GoldMine, SugarCRM
Wholesale and retail channel buyer GoldMine, Salesforce, Microsoft Dynamics CRM, Sage ACT!, InfusionSoft
OEM/VAR channel buyer SugarCRM, Microsoft Dynamics CRM, Salesforce


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