How can you ensure accurate and timely pipeline reporting from your partners?

To ensure accurate and timely pipeline reporting from partners, one should focus on- 1. Clearly define reporting requirements and offer training, resources, and support. 2. Implement a centralized reporting system with defined deadlines and periodic audits to verify accuracy. 3. Utilize technology for automation, provide incentives for compliance, and seek continuous feedback for improvement. 4. Foster a collaborative partnership with open communication channels, align reporting with business goals, and offer standardized, user-friendly reporting templates. This approach establishes a conducive environment for reliable and transparent reporting from partners.

Establish a standardized reporting format with partners, ensuring clarity and consistency. Integrate data systems for seamless updates. Regularly communicate expectations and provide training for accurate and timely submissions. Implement automated checks for quality assurance.

It is very essential that you clearly communicate what stands as a success story for you this will help you to be able to hold your partners accountable to what they have made commitment to. Expectation must be clear and clearly spelt out in easy to understand way.

An example of this that we use in VA is an intake portal that helps both parties collect and analyze data outcomes. This is relevant as it helps us to let the data tell a story. For example, if a partner identifies that they need more resources or support in national outreach and communications. Our VA team is able to create outreach then kits centered around what the data is showing us. In December VA team was able to deliver a healthcare outreach toolkit.

Pipeline reporting should not be calendar-based but rather event-based. Establish an easy mechanism for partners to share opportunity updates and leverage an engagement tool like Superglue to prompt the right contact at the right time.

Superglue is a fantastic partner engagement tool that can engage partner resources at the right time. Targeted, relevant notifications are much more effective than scheduled, generic spam messages. Use context and knowledge to add value rather than just seeking to extract information from your partner.

Make rhe process easy. You can use CRM platforms. I recommend hubspot and trello. These app will help you to automate, schedule and properly keep track of the entire workflow

Automating the process makes the monotonous procedure easy and free of any human errors. You can use Powershell scripts if you are looking to gather data from a data source.

Be always ready to give and receive feedback. It is a no brainer and must be strictly adhered to to ensure you are able to evaluate and refine your processes.

All the advices shared in this article make perfect sense. Another critical point is to ensure 1:1 connection and dialogue between the Partner Account Managers and the Company Account Managers, so that direct conversations and timely updates are shared between them without a third party (the partner managers) that might become a bottleneck with scaled operations.