Partner Domains

How does Intelligence360 treat activity by partners?

It's quite common for partner activity to need different treatment than direct prospect-facing activity. For one, a single partner contact might participate in multiple engagements across multiple accounts or opportunities, which changes how activity metrics should be calculated for that engagement.

How does Indirect (Channel) activity work in the Intelligence360 Platform?

Intelligence360 will (in a limited way) track activity based on partner relationships.

SFDC allows partner relationships to be defined in multiple ways:

• Duplicate contacts

  • One contact per partner contact per account

• Account Contact Roles/Relations

  • One account contact role/relation per partner contact per account

• Opportunity Contact Roles

  • One opportunity contact role/relation per partner contact per account

Intelligence360 supports each of these methods, but this results in multiple relationships that span accounts. To handle this, engagement analytics for partner domains are restricted to only direct references to opportunity and account names.

These activities will be tracked with specific partner domain engagement fields for opportunities and accounts:

• Number of Partner Contacts

• Partner Addresses

  • Any email in the partner addresses list needs to specifically mention a single account or opportunity by name

     

For contacts and leads, we'll also calculate:

• Number of Related Accounts

• Number of Related Opportunities

Note: If you have contacts related to more than one account, this is a really good sign you have a partner channel sales process (even if you didn't know it) and should be adding the domains of those users to the partner domains list in the team settings.

Reports for these fields are part of the standard CRM Hygiene Dashboard.

If you run into any issues, please contact support.