Improving Partner Follow-Ups and Activity Visibility for Channel Networks

AlliedGrowth Partner Network worked with multiple channel partners responsible for lead generation, client meetings, and deal follow-ups. Partner interactions and updates were shared through calls, emails, and spreadsheets. 📞📧 As the partner base grew, tracking follow-ups, lead status, and partner activity became increasingly inconsistent.

Management lacked a clear view of which partners were actively engaging prospects, which leads were moving forward, and where follow-ups were getting delayed. This made performance evaluation difficult and reduced confidence in pipeline data.

Karyalay was implemented to centralize partner management and improve visibility. All partners and leads were organized within the CRM, with follow-ups converted into structured tasks and assigned owners. 🧩

GPS-based attendance supported verification of on-ground partner meetings where applicable. Partners and internal teams updated task outcomes and remarks through the mobile application. 📍📱

Management dashboards and activity reports provided real-time insights into partner-wise activity, pending follow-ups, and overall pipeline health without manual coordination.

🤝 Clear visibility into partner activities and engagement levels
📌 Improved follow-up discipline across partner-led leads
📊 Accurate pipeline visibility for management reviews
⏱️ Reduced follow-up delays through structured task tracking
👥 Better partner performance assessment using activity data
🚀 Stronger channel effectiveness with centralized oversight