TELECOMS DISTIBUTORS & PROVIDERS
Auto-collect channel sales updates for MSP
pipelines
For MSPs with partner-led sales motion — keep pipeline updates structured, visible, and sales-meeting ready without chasing referral partners and resellers by hand.
Spreadsheet-native
Setup in 10 minutes
✔ Optional CRM sync
Used by teams in
MANUFACTURERS & VENDORS
IT DISTRIBUTORS
TELECOM PROVIDERS
CYBERSECURITY VENDORS
Hours of admin removed
🔒TLS Encrypted
🛡 Azure cloud hosted
👤 Authenticated access
✔ GDPR aligned
⊞ Spreadsheet-native
✉ HubSpot sync, plus..
More time
hours / days / weeks
Recover time previously lost to chasing distributors and resellers for update status
96%
Typical response rate
Structured webforms with scoped deal views get completed where portals get ignored
1 deal sheet
Consolidated view
All partner responses merged automatically — no manual reconciliation
THE PROBLEM
Why MSP partner pipelines develop blind spots
MSPs and service-led businesses often work with referral partners, resellers, regional teams, technology alliances, and distributor relationships. Those routes create growth — but they also create pipeline blind spots when updates are scattered or delayed.
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Distributor and reseller forecasts arrive late, incomplete, or in different formats
Copying responses into spreadsheets and CRM fields by hand
Forecast owners can't separate real pipeline movement from stale partner optimism
CRM data drifts from what partners actually know on the ground
Selling capacity drains into pipeline administration instead of driving revenue
WORKS ACROSS ALL PARTNER TYPES
Referral, reseller, and alliance — one workflow
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Referral partners — structured update requests to referral contacts who introduced the deal
Reseller partners — update cycles for managed services, cloud bundles, and DR packages
Technology alliances — co-sell and joint-pipeline updates without portal or CRM sharing
Regional partners — geographically distributed teams updating their own deal slices
AFTER CHANNEL CHASER
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Structured update requests replace ad-hoc chasing across all partner types
One consolidated Deal Sheet ready before every review — no manual assembly
Partner conversations focus on strategy rather than collecting basic status updates
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.
MSP USE CASES
Where teams use Channel Chaser
Referral partner opportunity updates
Improve forecast confidence across your referral partner network without formal portal or CRM access.
MSP reseller forecast cycles
Collect structured pipeline updates from reseller partners before monthly sales reviews and leadership calls.
Cloud and managed service pipeline
Track cloud migration, managed security, DR, and backup opportunities with consistent deal updates.
Technology alliance co-sell tracking
Maintain visibility on joint pipeline with technology alliance partners without sharing CRM access.
End-of-quarter forecast acceleration
Run a focused update cycle in the final weeks of the quarter — collect structured status across all partner types quickly.
New partner onboarding rhythm
Establish a structured update cycle from day one with new partners — building the habit early without heavy process.
QUESTIONS
Frequently asked
Do referral or reseller partners need to pay?
No. Partners receive a structured update link and complete a clean webform. No paid plan, no portal login, no CRM access required. You pay; they simply respond.
Can Channel Chaser handle different MSP partner types in one cycle?
Yes. Each partner type — referral, reseller, alliance — can be included in the same Deal Sheet and cycle. Each partner sees only their own deals.
Does it replace our PSA or RMM platform?
No. Channel Chaser handles one specific thing: collecting structured deal status updates from downstream partners. It sits alongside your PSA, RMM, and CRM rather than replacing them.
How quickly can we run our first update cycle?
Most MSPs run their first cycle in the first session. Upload your Deal Sheet, configure your partner responders, and send your first structured requests in under 10 minutes.
What happens if a partner doesn't respond?
Automated reminders are sent on your configured schedule. You can see who has and hasn't responded in the dashboard — without manually chasing every non-responder.
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.
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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.
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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.
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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