The complete channel partner portal solution that stands alone.

SalesStreamliner automates the manual sales tasks that happens between CRM and accounting from Lead-to-Cash.

OUR CHANNEL PARTNER SALES MANAGMENT SOLUTION

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Assign Leads

Easily assign, manage and know what's happening with your sales leads. Increase conversions and improve marketing ROI

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Manage Pipeline

Sales pipeline status updates automatically. Cross-channel pipeline management lets you view the whole picture in real-time.

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Send Quotes

Make a winning first impression with professional automated sales quotes.

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Get Paid

Automate payments with BuyNow and PayNow gets you PAID NOW.  Subscription management and recurring billing included.

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Process Orders

Streamline, standardize and automate sales order processing & intake means less bottle necks and fewer errors.

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Track Results

Powerful real-time sales reporting -- instant notifications and reports are available at your finger tips.

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Assign Leads

Increase Conversions and Improve Marketing ROI

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Manage Pipeline

Keep your sales pipeline status updated automatically.

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Send Quotes

Make a winning first impression with professional sales quotes.

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Process Orders

Streamline and standardize order processing & intake.

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Get Paid

BuyNow and PayNow gets you PAID NOW.

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Track Results

Powerful comprehensive real-time reporting

Explore more features that help you streamline your sales.

Click the feature icons below for descriptions.

POWER SEARCH DATA

REPORTS

BRANDING

IMPORT DATA

CATALOGS

POWER SEARCH DATA

PowerSearch Views

Anytime online access to valuable sales data. Select, search, and filter sales transactions by multiple criteria.

Three powerful search tools to meet your specific needs. Global search, advanced search, and detailed search tools.

Manage sales transactions directly from search views.

Export search views to Excel.

REPORTS

Comprehensive Reports.

Eliminate time-consuming manual sales reports for real-time comprehensive reporting.

Powerful reporting capability -- select, search, compile and filter data for comprehensive customized reporting.

Table reports can easily be exported to Excel for further analysis.

Graphs and charts track real-time results and monitor trends.

BRANDING

Branding and Co-branding

Customize quotes, orders, invoices with your brand identity.

Channel-sales branded and co-branded communications allow independent sales affiliates to share a unified system while maintaining an independent corporate identity.

Personalize sales communications with signatures.

IMPORT DATA



Import functionality easily updates data to include accounts, leads, opportunities, products and services.

Electronic Data Interchange (EDI) connections provides for intercompany data exchange.

CATALOGS

Multiple Product Catalogs

Keep and maintain all supplier product catalogs in one spot. Product and service items from multiple suppliers are organized and managed online for use in quotes and orders across your entire sales organization.

Catalog Import

Easily import and update products and pricing directly into catalogs.

Discounts and Promotions

Create and manage special pricing discounts and promotions at product or order levels. Promotions and discounts may be applied directly to quotes and orders automatically, or by promo code.

Policies, Warranties, and Contracts

Enter product and service policies at the company or item level for automatic inclusion on quotes and orders. Weblinks to product or service policies may be included in quotes and orders for future customer access.

SUPPLIERS

CHANNEL SALES

SUBSCRIPTIONS

RECURRING PAYMENT

RMA

SUPPLIERS

Single and Multi-line Sales Operations

Efficiently manage catalogs, order placement, and fulfillment for single or multi-line products.

When quotes convert, orders are sent to suppliers automatically and accurately. No double entry.

Orders with products from multiple suppliers are automatically separated, created, and sent to respective suppliers.

Grant suppliers access to view and update order fulfillment.*

CHANNEL SALES

Multi-Channel Sales Operations

Streamline and standardize your multi-channel sales operation in one unifed system.

Standardize Orders and Quotes

Maintain standardized quote and order procedures across all sales channels by providing a centralized quote-to-cash system, with an intuitive interface, that is easily accessed by your entire multi-channel sales team.

Branding and Co-Branding

Allow resellers to maintain their brand identity with reseller and co-branding quote template options.

Independent Channel Sales Payment Portals

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

SUBSCRIPTIONS

Subscription Management

Keep subscriptions organized. Renew contracts and get paid timely

Easily manage subscription status. Activate, suspend, and cancel subscriptions.

Use subscriptions to manage recurring contracts.

RECURRING PAYMENT

Recurring Payments

Offer monthly, quarterly or annual billing.

Get paid timely by automating recurring payments.

Payment notification may be sent automatically to customers.

RMA

Returns and Exchanges

Return and exchange requests may be initiated directly through order receipt or invoice.

Return approvals and supplier RMA notifications are streamlined and tracked by order and supplier.

Credits are calculated and tracked by order and account.

USERS

SYSTEM ADMINISTRATION

WORKFLOWS

MOBILITY

API

USERS

Easily add and manage users

Add Users at anytime.

Define user access by creating user specific roles.

SYSTEM ADMINISTRATION

Generate and Send Invoices Automatically.

As your business needs change your system administrator can easily execute fast updates.

Add or change users, suppliers, and resellers in minutes.

Add and Update product catalogs.

Execute promotions and discounts.

WORKFLOWS

Automate Workflows

Add automated workflows to your sales process.

Manage the approval workflow.

Schedule customer communications.

MOBILITY

The ultimate in flexiblity.

SalesStreamliner gives users anywhere access from any PC, Ipad or mobile device.

INTEGRATION

SalesStreamliner stands alone.

Sales Streamliner automates the sales tasks that happen between CRM and accounting. However, the SalesStreamliner API provides for integration with your other popular business software.

POWER SEARCH DATA

REPORTS

POWER SEARCH DATA

PowerSearch Views

Anytime online access to valuable sales data. Select, search, and filter sales transactions by multiple criteria.

Three powerful search tools to meet your specific needs. Global search, advanced search, and detailed search tools.

Manage sales transactions directly from search views.

Export search views to Excel.

REPORTS

Comprehensive Reports.

Eliminate time-consuming manual sales reports for real-time comprehensive reporting.

Powerful reporting capability -- select, search, compile and filter data for comprehensive customized reporting.

Table reports can easily be exported to Excel for further analysis.

Graphs and charts track real-time results and monitor trends.

BRANDING

IMPORT DATA

BRANDING

Branding and Co-branding

Customize quotes, orders, invoices with your brand identity.

Channel-sales branded and co-branded communications allow independent sales affiliates to share a unified system while maintaining an independent corporate identity.

Personalize sales communications with signatures.

IMPORT DATA



Import functionality easily updates data to include accounts, leads, opportunities, products and services.

Electronic Data Interchange (EDI) connections provides for intercompany data exchange.

CATALOGS

SUPPLIERS

CATALOGS

Multiple Product Catalogs

Keep and maintain all supplier product catalogs in one spot. Product and service items from multiple suppliers are organized and managed online for use in quotes and orders across your entire sales organization.

Catalog Import

Easily import and update products and pricing directly into catalogs.

Discounts and Promotions

Create and manage special pricing discounts and promotions at product or order levels. Promotions and discounts may be applied directly to quotes and orders automatically, or by promo code.

Policies, Warranties, and Contracts

Enter product and service policies at the company or item level for automatic inclusion on quotes and orders. Weblinks to product or service policies may be included in quotes and orders for future customer access.

SUPPLIERS

Single and Multi-line Sales Operations

Efficiently manage catalogs, order placement, and fulfillment for single or multi-line products.

When quotes convert, orders are sent to suppliers automatically and accurately. No double entry.

Orders with products from multiple suppliers are automatically separated, created, and sent to respective suppliers.

Grant suppliers access to view and update order fulfillment.*

CHANNEL SALES

SUBSCRIPTIONS

CHANNEL SALES

Multi-Channel Sales Operations

Streamline and standardize your multi-channel sales operation in one unifed system.

Standardize Orders and Quotes

Maintain standardized quote and order procedures across all sales channels by providing a centralized quote-to-cash system, with an intuitive interface, that is easily accessed by your entire multi-channel sales team.

Branding and Co-Branding

Allow resellers to maintain their brand identity with reseller and co-branding quote template options.

Independent Channel Sales Payment Portals

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

SUBSCRIPTIONS

Subscription Management

Keep subscriptions organized. Renew contracts and get paid timely

Easily manage subscription status. Activate, suspend, and cancel subscriptions.

Use subscriptions to manage recurring contracts.

RECURRING PAYMENT

RMA

RECURRING PAYMENT

Recurring Payments

Offer monthly, quarterly or annual billing.

Get paid timely by automating recurring payments.

Payment notification may be sent automatically to customers.

RMA

Returns and Exchanges

Return and exchange requests may be initiated directly through order receipt or invoice.

Return approvals and supplier RMA notifications are streamlined and tracked by order and supplier.

Credits are calculated and tracked by order and account.

USERS

SYSTEM ADMINISTRATION

USERS

Easily add and manage users

Add Users at anytime.

Define user access by creating user specific roles.

SYSTEM ADMINISTRATION

Generate and Send Invoices Automatically.

As your business needs change your system administrator can easily execute fast updates.

Add or change users, suppliers, and resellers in minutes.

Add and Update product catalogs.

Execute promotions and discounts.

WORKFLOWS

MOBILITY

WORKFLOWS

Automate Workflows

Add automated workflows to your sales process.

Manage the approval workflow.

Schedule customer communications.

MOBILITY

The ultimate in flexiblity.

SalesStreamliner gives users anywhere access from any PC, Ipad or mobile device.

API

INTEGRATION

SalesStreamliner stands alone.

Sales Streamliner automates the sales tasks that happen between CRM and accounting. However, the SalesStreamliner API provides for integration with your other popular business software.

Take SalesStreamliner Software for a spin.

We’ll set up a sample company for you to try it out and really see how SalesStreamliner will work for you.

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TEST DRIVE

Get to know SaleStreamLiner.

Consultations

Free consultation and demonstration for a channel partner portal solution for your specific business needs.

Webinars

Learn more about SalesStreamliner sales automation and get your questions answered at one of our free, live webinars.

See how it works

Check out how SalesStreamliner  automates your channel partner operation to run your businesses more easily.

SalesStreamliner is the all-in-one channel partner portal platform
to power your business from lead-to-cash.

PLANS & PRICING