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Charter Business To Open Salesforce Portal to All Partners

September 11, 2013 - News

**Editor's Note: Click here for a list of recent channel-program changes you should know.**

CLOUD PARTNERS — Charter Business (Booth 504) soon will make its Salesforce Web portal available to all of its authorized partners, not just masters.

That way, all partners will be able to quote their own opportunities, create contracts independently and provide better customer service, Charter Business said.

Since launching its channel program in late 2010, limited partner Salesforce functionality has led to missing or incomplete information, which causes sales fallouts and delays, Charter Business said. And as the cableco experiences what it called record month-over-month growth, in large part due to the channel, a change was imperative.

As a result, Charter Business is opening its Salesforce portal, which integrates with, to all authorized partners, including subagents. Partners will only be able to see information from their own companies and Charter expects post-sale processes to scale, it said in a press release.

The portal remains in beta testing with a select number of partners. The phased rollout should start at the end of this month and go through the first half of 2014.

Functionality will include the ability to:

  • Quote individual deals without having to call in or email the information;
  • Request site surveys from within the system;
  • Send contracts directly to customers in real time;
  • Track all orders;
  • Request marketing development funds; and
  • Provide trusted subagents access, while having all orders flow under the master, for less back and forth, more visibility, accurate commission credits and improved efficiencies.

“We are excited to be able to put this tool in the hands of our partners," said David Neely, director of channel operations and national accounts sales for Charter Business. "We are confident that it will improve overall sales results and speed to market."

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