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features
design
support

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Description

Channeltivity is the best PRM solution for tech companies. A single, powerful Partner Portal simplifies deal registration, MDF request management, channel lead management, training and Salesforce.com connectivity. You can now spend your time creating meaningful connections with partners and delivering exactly what they need. Channeltivity is simple to use and quick to set up. It empowers you and all your partners with the right tools and resources to grow your channel. Channeltivity Salesforce Edition gives your channel program a powerful PRM. It also provides real-time visibility for your entire organization through Salesforce.com. Channeltivity's seamless data flow gives finance access MDF data and direct sales full visibility of customers, ensuring that everyone has the data they need where they are most comfortable. Channeltivity HubSpot Edition provides real-time visibility into your partner pipeline to your entire company.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Zapier Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Salesforce No 
Zapier No 

Pricing Details

$499 per month
Free Trial Yes 
Free Version No 

Pricing Details

$99 per year
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Channeltivity

Founded

2003

Country

United States

Website

www.channeltivity.com

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Channel Management

Campaign Management Yes 
Channel Analytics Yes 
Incentive Management No 
Inventory Control No 
Lead Management Yes 
Opportunity Management Yes 
Order Management No 
Partner Management Yes 
Product Management No 
Reseller Management Yes 

Channel Marketing

Campaign Management No 
Channel Analytics No 
Content Management & Sharing No 
Incentive Management No 
Inventory Control No 
Lead Management No 
Multiple Channel Configurations No 
Order Management No 
Partner Management No 
Pipeline Management No 
Social Promotion No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation Yes 
Collaboration Tools Yes 
Compliance Management Yes 
Deal Management Yes 
Deal Registration Yes 
Lead Generation No 
Lead Sharing Yes 
Partner Onboarding Yes 
Partner Portal Yes 
Performance Metrics Yes 
Rewards Programs No 
Workflow Management Yes 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources No 
Web Services No 

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