In the deal, not the portal
Nobody logs into fifteen portals to check what moved.
Vendors change programmes to steer partner behaviour. The changes arrive in a portal update, a PDF or a marketing email and reach sellers only if a channel manager explains them well.
Vendor B · upsell scheme
Announced by marketing email
Last year the scheme paid on any upsell. This year it pays on new logos only. Who told the sellers?
Nobody logs into fifteen portals to check what moved.
Some vendors announce promotions and rule changes by email only.
A threshold moving from ten licences to fifty changes what every open deal is worth. It shows up in the rebate two quarters later.
Illustrative vendors and deals.
Capture reads programme documents and vendor emails and holds the rules as data. When a rule changes, every open deal is re-tested.
Sellers are in the deal, not in the portal's news section. Nobody logs into fifteen portals to check what moved.
Some vendors announce promotions and rule changes by email only, to whoever happens to be on the list.
A threshold moving from ten licences to fifty changes what every open deal is worth. It shows up in the rebate two quarters later.
Promotions and spiffs start and finish unseen.
Nobody can easily say whether a vendor is still as profitable to sell as it was.
Reads each vendor's programme documents and the emails vendors send to partners and holds the rules as data. When a rule changes, every open deal is re-tested and each seller is told what changes for the deals they are working: close this one before the date, add one licence to that one, this promotion now applies. A monthly summary of changes by vendor goes to whoever runs the vendor relationships. Over time, the effect of each change on the incentive shows in the numbers, so you can see which vendors are worth more or less than they were.
To the deals you are working
Slack, Teams or email
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every other question is answered on the questions page.
See every questionCapture records the rules as published at the time a deal closed, from the portal and from vendor emails. If a payment does not match, the evidence pack shows the deal, the rule and the rate in force on that date. The conversation with the vendor is yours, but you have the evidence.
Send a quarter of closed deals for one vendor. We come back with your registration rate and what the quarter would have paid with Capture in place.