SOLUTION GUIDE - CHANNEL CHASER
Channel sales automation: less admin, cleaner partner pipeline
Channel sales automation is not about replacing partner relationships. It's about removing the manual admin that slows them down — the chasing, copying, formatting, and reconciling that consumes your team's selling time every cycle.
Spreadsheet-native
Setup in 10 minutes
✔ Optional CRM sync
Used by teams in:
MANUFACTURERS & VENDORS
DISTRIBUTORS
SERVICE PROVIDERS
RESELLER PARTNERS
Hours of admin removed
🔒TLS Encrypted
🛡 Azure cloud hosted
👤 Authenticated access
✔ GDPR aligned
⊞ Spreadsheet-native
✉ HubSpot sync, plus..
WHAT IT IS
What channel sales automation actually means
Not a CRM. Not a PRM. Not a portal. Channel sales automation is about removing the repeatable, manual, time-consuming tasks that happen around every indirect sales cycle — so your team spends more time on the work that moves revenue.
Update collection
Gather deal updates from partners in a consistent format
Structured requests replace email chains and ad-hoc calls
CRM alignment
Keep internal systems closer to partner reality
Without forcing partners into CRM — optional sync on Plus
Pipeline visibility
Turn scattered partner responses into one sales-ready view
One consolidated Deal Sheet before every review
WHERE THE ADMIN HIDES
The repeatable tasks that channel automation removes
The best targets for channel sales automation are tasks that happen every sales cycle, depend on partner input, and are painful enough that teams already spend hours doing them manually.
Chasing partner updates by email
Copy-pasting into forecast spreadsheets
Sending manual reminders to non-responders
Reconciling different update formats
Manually re-entering data into CRM
Building the review deck before every call
Tracking which partners have responded
Flagging slipped close dates
WHAT CHANNEL CHASER AUTOMATES
Specifically built for partner update collection
Channel Chaser is purpose-built for one part of channel sales automation: collecting structured deal updates from downstream partners and turning them into a clean, consolidated Deal Sheet.
Sending structured update requests
Automated
Chasing non-responders
Automated
Consolidating responses into Deal Sheet
Automated
CRM sync — HubSpot and Zoho (Plus)
Automated
Partner conversations and relationships
Still human!
HOW IT WORKS
Five steps. One clean Deal Sheet.
Channel Chaser handles the collection, structuring, and consolidation. Your team handles the decisions.
1
Upload your Deal Sheet
XLSX, CSV, or CRM export. Your existing pipeline. No rebuild required
2
Group by partner
Deals auto-grouped by distributor, reseller, or account owner.
3
Send structured requests
Each partner sees only their deals — stage, close date, value, notes.
4
Collect responses
Clean webform. Automatic reminders. Save and resume supported.
5
Consolidated output
One Deal Sheet. All responses merged. Optional CRM sync on Plus.
QUESTIONS
Frequently asked
Is it the same as CRM?
Not exactly. CRMs manage your internal sales pipeline and customer relationships. Channel sales automation focuses on the partner layer — collecting structured deal updates from downstream resellers and distributors that your CRM never sees unless someone manually enters them. Channel Chaser sits between your partners and your CRM, filling that gap.
Is it the same as PRM?
Not exactly. PRM platforms are broad — they handle partner onboarding, content, training, deal registration, and marketing development funds. Channel Chaser focuses specifically on structured partner pipeline update collection.
Who benefits from channel sales automation?
Manufacturers, distributors, technology vendors, MSPs, telecom providers, and cybersecurity vendors managing indirect sales models — specifically the channel managers and directors running partner pipeline reviews.
Does automating partner updates change the partner relationship?
It improves it. Partners receive a focused, easy-to-complete request instead of an open-ended email. Less friction means more consistent responses and better conversations about what matters.
Why do teams buy Channel Chaser?
Because collecting channel sales updates manually creates a permanent admin burden that grows with every partner added. Teams buy Channel Chaser to break that dependency — recovering selling time and getting cleaner pipeline data at the same time.
BUILT FOR PARTNERS TOO, NOT JUST CHANNEL MANAGERS
Update once.
Your partners stay in sync —
including their own CRM.
Most vendor tools are a one-way tax on partner time. Channel Chaser is different. When a partner responds to your update request, their data doesn't just come to you — it works for them too.
EVERY OTHER PORTAL
You get the data.
They get nothing back.
✕ Partner logs into yet another vendor system
✕ Manually updates deal fields for your benefit, not theirs
✕ You get the update — their CRM is still stale
✕ Double entry, every single update cycle
✕ They re-enter the same data into their own system
VS
CHANNEL CHASER
Update once. Done — for both sides.
✓ Partner receives a structured request — no cold logins
✓ Authenticates securely, updates in two minutes
✓ Downloads their deal sheet as Excel — their source of truth
✓ Their updates sync to their own CRM automatically
✓ One update. Two CRMs fed. Zero duplication.
📥
Prompted, not expected to remember
Partners receive a notification when an update is needed. They click through, authenticate, and fill in their deals — no dashboard to remember, no portal login they've forgotten.
📊
Their deal data, always downloadable
Every update a partner provides is exportable as Excel at any time. It becomes their own pipeline record — not just data they handed over to you.
🔄
Free CRM sync — gifted via your Plus plan
When you're on a Plus plan, your partners get automatic CRM sync at no cost to them. The updates they provide flow into their own system as well as yours. One action, two CRMs updated.
PLUS PLAN BENEFIT