Prospect submissions
- Submit new prospects and opportunities
- Account details and channel information
- Notes and supporting materials
From opportunity to customer.
A streamlined process to identify opportunities, develop accounts, coordinate activities and drive sales results.
Account registration
- Register target accounts
- Capture key account information
- Assign to territory
- Track locations and banners
Territory assignment
- Automatic or manual assignment
- Aligned with teams, brokers and distributors
- Coverage by region, state or market
- Defined account ownership
Sample requests
- Request product samples
- Select specific SKUs
- Track shipment status
- Retailer and distributor requests
Follow-up tracking
- Next steps and follow-up dates
- Reminders and alerts
- Meeting, call and email log
- Activity history
Opportunity status
- Real-time status
- Pipeline visibility
- At-risk opportunities
- Forecasting and reporting
Partner communication
- Secure partner communications
- Account updates
- Coordinated activities
- Key announcements
Sales reporting
- Account activity reports
- Pipeline and conversion tracking
- Territory performance
- Partner activity summaries
Future integration
A later phase can connect to the company's preferred CRM and sales management system to automate data flow and expand reporting.
Access
Materials are released through the Partner Center.
Approved brokers, distributors, representatives and retail partners receive access by role.
Great products. More opportunities.
Request partner access or a channel presentation — the Double Date team will connect you with the right resources.
