8.2 Channel Operations
Part of Chapter 8: Partnerships & Channel GTM in the Master Go-To-Market (GTM) & Revenue Architecture Index.
Accurate channel attribution requires distinguishing between partner-sourced deals (where the partner initiated and closed the opportunity) and partner-influenced deals (where a partner assisted in deal progression or technical validation).
CRM Architecture & Deal Registration Workflows
Enforces a standardized deal registration workflow (e.g., via PartnerStack or Salesforce Partner Community) to grant pipeline protection and prevent channel conflict with direct sales teams.
Opportunity records in the CRM capture primary partner type, sourcing attribution (Partner-Sourced vs. Direct-Sourced), and influence tagging across multi-touch partner engagements.
Clear rules of engagement (ROE) resolve territory overlaps between direct Account Executives and active channel partners within defined 60–90 day registration windows.