Elioplus users’ Guide

Elioplus users’ Guide

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Enabling software, SaaS and Cloud vendors to recruit and manage new channel partners

(Elioplus users’ Guide)

 

Edit profile

From the top right corner you are able to make changes at any time in order to update your company profile. Go to the Edit profile

EDIT ACCOUNT

You can change your verticals also and save them as the image below shows

 

EDIT ACCOUNT2

 

Dashboard

When you login in your dashboard you have available some basic information about your account, such as the total views that your company has received in total and a breakdown day by day, your remaining monthly connections with resellers, the remaining messages and leads and as well some notifications for your account.

dashboard of Elioplus

 

 

Find new partners

This is the tab where you’ll find information about the channel partners that we are able to connect you with. You are able to see all the available opportunities based on the categories you have selected and can also refine the number by selecting a single category. If you need to edit the data that you have provided during the registration process you can make any changes by selecting the Run matching process again button.

This is the tab where you’ll find information about the channel partners that we are able to connect you with. You are able to see all the available opportunities based on the categories you have selected and can also refine the number by selecting a single category. If you need to edit the data that you have provided during the registration process you can make any changes by selecting the Run matching process again button.

find new partners

 

My connections

Here you will find all the resellers matches (connections) that our system periodically provides by analyzing the data of your selection and also we are sending a notification email with all the data of your partner program and PDF to these resellers.

my connections

You can use these data to follow up with them using your internal process and at the same time you can send them to the opportunities tab in order to manage your prospect partners’ pipeline as we’ll demonstrate below.

 

Opportunities

Here you can add prospect partners simply by clicking on the option button of each company on the “My connections” tab, in order to have a better view of your pipeline. You can add notes and task reminders to manage your pipeline properly and of course you can add potential opportunities that come outside our platform, from third party sources.

opportunities1

 

opportunities2

Or you can add a New Opportunity that comes from other sources by selecting the Add New Opportunity button

opportunities3

 

 

 

Team

Invite your team members to join your profile. You can add as many team members as you like in order to have access to your prospect partners and also manage and collaborate with your channel partners. Each team member can have a specific role based on the department.

team

 

 

Messages

Send direct messages to companies of our database that you would like to establish a partnership and reply to incoming messages directly from your inbox.

messages 1

 

Or send them messages when you are browsing their profile

messages2

 

 

Leads

Apart from the connections we provide you also leads from companies that have browsed your profile.

leads

 

 

Favorites

When you favorite a company profile in order to have it available for later or if someone else favorites your company, then you have a list of these companies on this specific tab for easy access. You can visit with one click all your history.

 

Thank you!

The Elioplus Team

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