Channel sales director
Partner program manager
Channel operations lead
VP of alliances
Partner account manager
Sales operations manager
When partners submit opportunities for registration and protection. When deal eligibility must be validated against program rules. When channel conflict resolution requires structured process. When partner incentives depend on proper registration. Ideal for companies with channel partner programs, technology vendors, and organizations selling through indirect channels.
Partners submit deal registrations through the partner portal. Channel managers validate registration details and eligibility. Sales teams confirm no conflict with direct pipeline. Program operations apply rules and calculate incentives. Leadership resolves disputes when channel conflict occurs.
Protected partner deals with clear registration and rules of engagement Reduced channel conflict through transparent eligibility validation Accurate incentive calculation based on proper registration status Strengthened partner relationships through fair and consistent deal handling
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Registration submission
The process begins when a partner submits a deal registration including customer details, opportunity information, expected close date, and deal value. AI agents may validate completeness and check for duplicate registrations or existing opportunities.
Eligibility validation
Channel operations validates the registration against program rules including customer eligibility, product scope, partner certification requirements, and territory restrictions. Ineligible registrations are declined with explanation.
Conflict check
The registration is checked against direct sales pipeline and other partner registrations. If conflicts exist, the workflow routes to conflict resolution. Clear opportunities advance to approval. AI agents may surface relevant pipeline data for review.
Registration approval
Eligible registrations without conflict are approved and assigned protection status. The registration terms including protection period, discount eligibility, and engagement rules are documented and communicated to the partner.
Registration management
Approved registrations are tracked through the sales cycle. Extensions may be requested and evaluated. Upon deal closure, registration status determines partner compensation. Expired or lost registrations are closed appropriately.
This process relies on partner submissions, CRM pipeline data, program rules, and partner profiles. Triggers include partner portal submissions or channel manager requests. Integration with partner relationship management systems, CRM platforms like Salesforce, and incentive management tools supports registration lifecycle.
Key decision points include determining whether the registration meets eligibility criteria, whether conflicts exist with direct or other partner deals, and whether exceptions to standard rules are warranted.
Registrations approved without proper eligibility check. Conflict resolution delayed causing partner frustration. Registration status not communicated clearly to partners. Expired registrations not managed proactively.
Orchestrates registration from submission through approval with partner-friendly experience
AI agents validate eligibility and check for conflicts automatically
Coordinates conflict resolution when multiple parties claim opportunities
Tracks registration lifecycle and protection status
