Deal Registration
Protect partner opportunities and accelerate sales cycles with transparent deal registration. Give partners confidence in their pipeline while maintaining visibility across your entire channel ecosystem.
Protect partner opportunities without slowing deals down
Partners invest time and resources pursuing opportunities. When deal registration is slow or unclear, they lose confidence in your program. Unifyr provides fast approvals, transparent rules, and complete visibility—so partners feel protected and you maintain control over channel pipeline.
Fast approval workflows
Reduce partner frustration with streamlined approval processes. Automated routing and clear criteria mean deals move forward quickly, not stuck in review limbo.
Transparent conflict resolution
Identify overlapping opportunities early and resolve them fairly. Clear audit trails and rules-based assignment prevent channel conflict before it damages relationships.
Complete pipeline visibility
Track every registered deal from submission to close. Understand which partners drive pipeline, where deals stall, and how to optimize your channel sales motion.
Registration that partners actually use
Partners register deals in seconds with intuitive forms that capture the information you need without unnecessary complexity. Mobile-friendly design means registration happens wherever business gets done. Clear status updates and approval notifications keep partners informed without constant check-ins, so they stay focused on closing rather than chasing approvals.
Channel managers need visibility, not just data
Deal registration generates valuable pipeline data, but only if you can act on it. Unifyr provides dashboards that show deal volume by partner, region, and stage—plus conversion rates, cycle times, and revenue forecasts. Understand partner performance individually and holistically, identify coaching opportunities, and prove the value of your channel program to executives with data they trust.
FeaturePartners see exactly where deals stand
Give partners a clear view of every registered opportunity with current stage, approval status, and deal progression timeline. They know immediately if a deal is approved, needs additional information, or has conflicts. No portal logins just to check status, no waiting days for approval updates. When partners trust the process is transparent and efficient, they register more deals and bring more pipeline into your channel.
FeatureAI-powered deal insights
Unifyr's AI analyzes registered deals to surface risk factors, predict close probability, and suggest actions to move opportunities forward. Understand which deals need attention and where to focus your support. Get firmographic intelligence on registered accounts automatically, helping partners and channel managers close deals faster.
Deal registration is a system that allows partners to claim opportunities they're actively pursuing, protecting their investment in sales cycles and preventing channel conflict. When a partner registers a deal, they gain exclusive rights to work that opportunity—often with special pricing, deal protection, or co-selling support from the vendor.
It matters because it builds trust. Partners invest time and resources developing opportunities. If another partner or direct sales can swoop in and claim the deal, partners lose confidence in the program. Effective deal registration eliminates that risk, encouraging partners to bring more opportunities into the channel.
Unifyr uses intelligent matching algorithms to identify potential duplicates based on company name, domain, contact information, and custom criteria you define. When a partner submits a deal, the system instantly checks for conflicts and alerts you if an overlap exists.
You control the resolution process. Set rules for first-to-register priority, assign deals based on partner tier or relationship strength, or manually review complex cases. All decisions are logged with full audit trails, so there's never confusion about why a deal was assigned to a specific partner.
Yes. Partners log into the portal and see all their registered deals with current status, approval stage, and any required actions. They receive automatic notifications when deals are approved, progress to new stages, or need additional information. This transparency reduces support requests and keeps partners focused on closing rather than chasing status updates.
Unifyr syncs deal registration data bi-directionally with Salesforce, Microsoft Dynamics, HubSpot, and other leading CRMs. When a partner registers a deal, it appears as an opportunity in your CRM with proper attribution. As deals progress through your sales stages, updates flow back to Unifyr and the partner portal automatically. This ensures your sales team and partners always work from the same source of truth.
Unifyr provides comprehensive reporting on deal registration activity, including volume by partner, approval rates, conflict frequency, average approval time, deal conversion rates, and revenue by registration source. Dashboards show both individual partner performance and holistic channel metrics, helping you identify high-performing partners, optimize approval workflows, and forecast channel revenue with confidence.