You sell for dozens of vendors. Each has its own portal, its own rules and its own idea of what a registered deal is worth. Capture reads your CRM, applies every programme as it stands that day and makes sure each sale is as profitable as it can be.
Your vendors · this quarter
Every deal tested against each programme
Illustrative vendors and customers, anonymised.
Registration depends on who picks the deal up. Each person knows one portal, so deals go under the wrong promotion, claim windows pass and renewals go unprotected.
Registration depends on who picks the deal up. A seller, a product specialist, sales support or a registration team each register some, with one person's knowledge of one portal. A deal registered under the wrong promotion pays less than it should. A claim window passes. A renewal is assumed to be protected and is not. The vendor statement arrives as one number and finance books it. None of this is carelessness. The process cannot keep up with the number of vendors.
Where margin slips
Nobody is careless. The process cannot keep up.
Ready to release · Vendor A
Mode: released by a person
Capture takes the typing and the portal logins away. The team handles the deal that needs one more licence, the rejection that needs a conversation and the dispute that needs evidence.
A measured registration rate by vendor, team and seller.
Every qualifying deal registered from the CRM, under the programme that pays most, with the reference written back.
Claims filed inside the window. Renewals and upsells checked for protection ahead of the date.
Programme changes read from portals and vendor emails, with each seller told what changes for their open deals.
Tier, threshold and certification position by vendor, with what moves them while there is still time.
Expected against received on every statement, with an evidence pack per gap.
Which vendors are getting more or less profitable to sell.
Capture does not replace them. It takes the typing and the portal logins away and leaves them the exceptions: the deal that needs one more licence, the rejection that needs a conversation, the dispute that needs evidence. Set their vendors to "released by a person" and they approve each submission; switch to fully automatic when they are ready.
Capture connects to more than one CRM at once, reads marketplace and self-service orders and registers through a distributor where that is the route.
Capture connects to more than one CRM at once, reads orders that arrive through a marketplace or customer self-service and registers through a distributor where that is the route. Nothing has to be consolidated first.
Where deals are read from
Nothing has to be consolidated first
SalesforceCRM 1
Dynamics 365CRM 2Each page answers one question buyers ask, so you can send it to whoever needs it.
Every other question is answered on the questions page.
See every questionYes. Capture takes the portal typing and chasing away and leaves the team the exceptions. Their vendors can start in "released by a person" mode so they approve every submission.
See what a year of every qualifying deal registered would have added, or read how a 1,000-person reseller's first quarter went.
