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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

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​Copying responses into spreadsheets and CRM fields by hand

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Forecast owners can't separate real pipeline movement from stale partner optimism

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CRM data drifts from what partners actually know on the ground

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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

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Reseller partners — update cycles for managed services, cloud bundles, and DR packages

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Technology alliances — co-sell and joint-pipeline updates without portal or CRM sharing

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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

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One consolidated Deal Sheet ready before every review — no manual assembly

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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.

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Stop the partner chase. Start the structured cycle.

Referral partners, resellers, alliances — one Deal Sheet. Setup in under 10 minutes.

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