SOLUTION GUIDE
How to stop chasing reseller updates — and still get the pipeline truth
Chasing resellers for pipeline updates should not be a permanent part of your sales cycle. Here's how to replace the email-and-chase ritual with a structured workflow that actually works.
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..
THE VISIBILITY GAP
Why partner pipeline visibility is harder than it should be
Channel teams know their pipeline exists. The problem is that the people with the freshest deal knowledge — the partners, resellers, and distributors closest to each opportunity — don't report into your system. Their knowledge stays in their inboxes and their own CRMs, and collecting it without friction is the challenge most teams never fully solve.
Too many threads
Updates arrive across emails, instant messages, WhatsApp threads, and forwarded notes — none of them in the same place or format.
Too little structure
Every reseller gives a slightly different answer — which makes comparison, consolidation, and confident forecasting nearly impossible.
Too much admin
The channel team becomes the copy-paste department — re-entering data into spreadsheets and CRM instead of driving revenue action.
Too slow to compile
By the time everything is chased and consolidated, the review call is already starting — and the data is already stale.
THREE VIEWS, ONE SOURCE OF THRUTH
How Channel Chaser creates pipeline visibility
Channel Chaser creates three views of your pipeline — one for the requesting team, one for each responding partner, and one consolidated output — all from a single Deal Sheet.
1
​Stop asking open-ended questions
Replace "any update?" with structured fields that force useful answers.
2
​Scope the request to their deals
Each reseller sees only the deals they own. Nothing irrelevant.
3
Make it easy to respond
A clean webform takes minutes. A portal login takes 10 attempts.
4
Automate the reminders
Let the system chase politely so your team doesn't have to.
"We stopped spending Monday mornings reconciling spreadsheets. The Deal Sheet is just current. That sounds like a small thing. It changes everything about how the week starts."
— Channel Manager, Telecoms Distributor
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.
WHAT CHANGES
What the team recovers when the chase stops
The value isn't just time. It's what that time was being used for — and what it gets redirected to.
Time
hours / days / week
Lost to chasing, copying, reconciling
Zero
Manual chase emails
Automated reminders handle non-responders — your team stays focused on selling
Same day
Deal Sheet readiness
Reviews prepared with current data rather than assembled from overnight emails
Time that disappears from your week
✔
✔
✔
✔
Writing and sending chaser emails before every review
​
Copy-pasting responses into forecast spreadsheets
​
Manually updating CRM with what partners said in email
​
Building the review deck from scratch every cycle
What that time goes back to
✔
✔
✔
✔
Partner conversations focused on strategy and deal progression
​
New partner onboarding and relationship development
​
Reviewing and actioning deal risk and pipeline movement
​
Commercial conversations in reviews rather than reconciliation
QUESTIONS
Frequently asked
Why do reseller updates take so much time?
Because the update process is usually unstructured, spread across multiple messages, and manually copied back into spreadsheets or CRM. The problem is the process, not the partners.
How do you get resellers to respond faster?
Make the request specific, consolidated, and easy to complete. Avoid asking them to log into portals or update unfamiliar CRM records. A scoped webform showing only their deals takes minutes.
Can reminders be automated?
Yes. Automated reminders reduce manual chasing and create a more consistent update rhythm without your team needing to nudge every non-responder individually.
Does Channel Chaser replace our CRM?
No. Channel Chaser feeds your CRM with cleaner data — it doesn't replace it. Partners update through a structured webform and those updates optionally sync into HubSpot or Zoho on the Plus plan.
How quickly can we run our first cycle?
Most teams run their first update cycle in the first session. Upload your Deal Sheet, configure your resellers, and send your first structured requests in under 10 minutes.
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