Partner Relationship Management
Install the PRM (com.snc.partner_relationship_management) application from ServiceNow® Store to enable enterprises to hire partners and improve their sales cycles.
Admins and users with various roles, such as Enterprise partner admin (sn_prm.enterprise_partner_admin), Enterprise partner agent (sn_prm.enterprise_partner_agent), and more must complete the following configuration tasks to set up the Partner Relationship Management application.
| Task | Description | Role |
|---|---|---|
| Install Partner Relationship Management | Install the Partner Relationship Management application from ServiceNow Store. | admin |
| Roles and components of Partner Relationship Management | Assign functional roles to different PRM entities. | admin |
| Data model for Partner Relationship Management | Configure and add data to the different tables that are installed with PRM. | - admin - Enterprise Partner admin \(sn\_prm.enterprise\_partner\_admin\) |
- Install Partner Relationship Management
Install the Partner Relationship Management plugin (com.snc.partner_relationship_management), along with the demo data and installations that are related to ServiceNow Store applications and plugins. - Data model for Partner Relationship Management
The Partner Relationship Management data model provides a framework to map the relationship between channel partners and programs. - Add responsibilities to PRM roles
A responsibility describes a role or function that supports a user. Use responsibility definitions to create relationships between any two partner entities. - Install Deal Registration
Install the plugin (com.snc.deal_registration_management), along with the demo data and installations that are related to ServiceNow® Store applications and plugins. - Partner Relationship Management in CSM Configurable Workspace
Partner admins, agents, and managers can manage partner programs and partnerships on the partner workspace to triage cases and requests from customers. - Configure Segment Management
Install the Segment Management application (com.snc.segment_mgmt) from the ServiceNow® Store to manage and group entities into various segments to promote progression. - Install Sales Common for Partner Relationship Management
Install the Sales Common for Channel Partners plugin (com.snc.partner_relationship_management_sales_common), along with the demo data and installations that are related to ServiceNow® Store applications and plugins. - Install Order Management for Channel Partners
Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm), along with the demo data and installations that are related to ServiceNow® Store applications and plugins. - Install Opportunity Management for Channel Partners
Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) and installations that are related to ServiceNow® Store applications and plugins. - Install Quote Management for Channel Partners
Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.
Parent Topic:Configuring Sales Customer Relationship Management applications
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