Partner profiles centralise all partner information. This helps you identify underperforming partners and adjust commission rates to boost bookings, streamlining relationship management.
Accessing this feature
Go to Trade > Partners.
Locate the desired trade partner using the search bar or by browsing the list.
Click on the trade partner's name or the View Profile icon associated with their listing.
How to use it
The Trade Partner Profile is structured into several intuitive sections, allowing for efficient data retrieval and management.
Navigating the Profile:
Upon opening a partner's profile, you will see a series of tabs or sections typically including:
Overview: A summary of key information.
Contact Details: Primary and secondary contact information.
Business Details: Legal entity, ABN, operational address, and specialisations.
Performance Metrics: Real-time data on bookings, revenue, and other relevant key performance indicators.
Agreements & Contracts: Details of current and historical agreements.
Communication Log: A chronological record of interactions.
Product Listings: Specific experiences offered by the partner.
Notes: Internal comments and reminders.
Viewing Information:
Click on any tab to display the corresponding data. Information is presented clearly, often with sortable columns or expandable sections for detailed views. For instance, within Performance Metrics, you may view data filtered by date range or experience category.
Editing and Updating Details:
Where applicable, sections will include an Edit button or editable fields.
To make changes, click the Edit button (often represented by a pencil icon).
Modify the relevant fields.
Ensure all updates are accurate and complete.
Click Save Changes to confirm your updates. Any unsaved changes will be lost if you go away from the page.
For sensitive information, an audit trail may record who made the changes and when.
Managing Agreements:
The Agreements & Contracts section allows you to view details of active and expired agreements.
Depending on your permissions, you may be able to:
Download agreement documents.
View key terms and conditions.
Update agreement statuses (e.g., Active, Pending Renewal, Expired).
Logging Communications:
The Communication Log is a crucial tool for maintaining a comprehensive history of interactions.
Click Add New Entry to record a new interaction (e.g., phone call, email, meeting).
Specify the date, type of communication, and a concise summary of the discussion or outcome.
Attach relevant files or documents if necessary.
This log provides an invaluable reference for all team members involved in managing the partner relationship.
Adding Internal Notes:
The Notes section is for internal team use.
It enables you to record observations, reminders, or insights that are relevant to the partner relationship but not suitable for external communication.
These notes are visible only to your organisation's users.
Tips
To maximise the effectiveness of the Trade Partner Profile, adhere to the following best practices:
Maintain Data Accuracy and Completeness: Regularly review and update all partner information, including contact details, business specifics, and agreement statuses. Inaccurate data can lead to communication breakdowns and operational inefficiencies.
Use the Communication Log Comprehensively: Record all significant interactions with trade partners in the Communication Log. This provides a valuable historical record, ensuring consistency across team members and acting as a reference point for future discussions or conflict resolution.
Monitor Performance Metrics Consistently: Regularly analyse the performance data within each partner's profile. Use these insights to identify high-performing partners, areas for improvement, and opportunities for strategic collaboration or targeted support.
Use Internal Notes: Use the Notes section for internal team observations, reminders, or strategic insights that are not part of the formal communication log. This fosters internal knowledge sharing and ensures context for all team members.
Educate All Relevant Team Members: Ensure that all staff involved in trade partner management are proficient in navigating and using the profile view's functionalities. Consistent usage across the organisation enhances data quality and operational efficiency.
Standardise Data Entry: Establish clear guidelines for data entry, particularly for custom fields and communication log entries. Standardised input improves data consistency, searchability, and overall utility of the profile information.
Conduct Periodic Profile Audits: Schedule regular audits of partner profiles to identify and rectify outdated information, missing data, or inconsistencies. This proactive approach ensures the integrity and reliability of your partner database.
Need help?
For further assistance, contact us at [email protected]