Strategic Partners CRM - Portfolio Demo

DEMO Strategic Partners CRM

Accounts

States

Industries

Partner-attached

Pipeline ARR

Industry

Select All Clear All

Partner

NAM

FLM

Product

Select All Clear All

City

Radius

ARRTop(P)artnerPartner HQ

Analytics CDP Data ESP Buying Groups AB Testing CMS DAM E-commerce Content Measure

Accounts

0 accounts

SNAP MAP

Account density

1-25

26-50

51-100

101-200

200+

Command Center

Table View

Partner Intel

Partner Finder

Demo-ready Has BD Co-Sell Events

Partner	Capability	Go-to-Market	Products	Contact	Notes

Email All NAMs

Broadcast to all 0 sellers in BCC, with FLMs CC'd

SUBJECT

TO (BCC)

CC (FLMS)

Edit the message above, then Open in Mail to send it from your mail client

Email All Partners

Broadcast to 0 partner contacts in BCC, sent from the partner manager

TEMPLATE

SUBJECT

TO (BCC)

FROM

Edit the message, then Open in Mail. Attach your deck and account list in your mail client.

All Partner Headquarters

To:

CC:

Subject:

ATTACHED ACCOUNTS (0)

Accounts list will be appended to email body

Partner Newsletter

Monthly update to all partners

SUBJECT

TO (BCC)

FROM

Edit the template above, then click Send to open in your mail client

Email Preview

Command Center Powered by NOOMA AI

Welcome to Command Center!

Ask me anything about your 900+ accounts, partners, ARR, or territory. I can analyze data, find opportunities, and create reports.

Try asking:
• "Which partners have the most coverage by ARR?"
• "Show me top 10 accounts without partners"
• "Compare partner coverage across all FLMs"
• "Find accounts in California with ARR over $100K"

Listening...

Accounts

Customer	Industry	Partner(s)	State	NAM	FLM	Products

Guided Tour

A quick walk through Strategic Partners CRM