You can set-up a self-service dealer portal for your dealers, independent sales reps and other channel partners that will enable them to:
- Configure and Price Items at their specific price level
- Download manufacturer product specs, marketing brochures, case studies and video
Dealer users will not need to access GleanQuote through a CRM integration. They can log directly into GleanQuote.
Dealer Set Up
Each dealer user will need their own user record in GleanQuote. All dealer users must be assigned to the Dealer role. This is a system created role that is not editable. Users not assigned to this role will count towards your normal user limit. Here are the permissions for this role:
Dealer users will only be able to view their own team's account and create/edit/delete their own team's opportunities under their own account. They will not be able to create any other object other than proposals and they will not be able to view cost/margin on proposals. They will only be able to View and Download Content that is specifically shared with them.
These permissions are NOT editable.
Branded Login Page for Dealers
You can create a Branded login page for your dealers that has your branding and colors instead of the standard GleanQuote login page. Go to Company Settings / Company. The logo you upload here will be the logo that displays on all email notifications from GleanQuote to users. Also, this logo will be the one that is used on your branded login page.
The URL friendly name will be the one that is used for your branded login url. This is editable by you. Check the Use Branded Login box and your new login URL will display, along with a color setting for the side border that is editable.
The branded login URL is the one that you will give to your dealers as the link to use for logging in to the dealer portal. Here is a an example of a branded login page:
Setting Up Dealer Company and Team
Each Dealer company will need to have an Account record set up in GleanQuote. This record contains the Dealer information (contacts, billing, and any other information you want to track for the dealer).
If you want deal information to sync back to your CRM from GleanQuote, you will need to first create this dealer record in your CRM and then create a proposal from the CRM. This will create the Account in GleanQuote and will link the two records for sync purposes.
If the Dealer company has multiple users, you can set them up as a Team in GleanQuote in Company Settings / Users / Teams by Clicking the New Team button and then selecting the the Users that you want to include in the Team.
Team Admin Permission Level
If you have multiple dealer or partner managers within your organization that are responsible for managing groups of dealers, then you can use the Team Admin permission for them for the various record types. If a user has Team Admin permission level, then they can View, Create/Edit, Delete, or Assign records that belong to other members of the same team, but the other members of the team cannot View, Create/Edit, Delete, or Assign records that belong to the team admin user.
Setting Up Dealer Pricing
If you want dealer users to create quotes with their specific dealer pricing applied, then you will need to create price lists and assign them to the each dealer Account. Let's say you have created the following price list for your dealers:
You would simply assign this price list to each dealer account in GleanQuote so that when a proposal is created for this account, it will automatically apply the dealer pricing to it.
Dealer Opportunity Creation
When a dealer logs into GleanQuote, they will only be able to view Accounts/Contacts/Opportunities/Proposals/Content Library.
The main activities that a dealer user can do in GleanQuote are create opportunities (also known as deals in some CRMs) and create proposals.
A dealer user can only create opportunities under their own company account. When a dealer creates an opportunity, your internal team has visibility into the dealer pipeline for your company's products and services. You can also use this for Deal Registration if you want to have your dealers register deals.
A dealer can start a new opportunity by clicking the + button next to the global search and selecting Opportunity.
Opportunites created in GleanQuote by the dealer user are automatically synced back to your CRM and assigned to the CRM user that owns the dealer account.
Dealer Proposal Creation
Once the opportunity is created by the dealer user, a proposal can then be created under that opportunity. The dealer would click the PLUS button again and select Proposal. The Opportunity would need to be selected and template, currency (if using multi-currency) and proposal name. Proposal template rules can be used to limit which templates the dealer user can use to create proposals.
The dealer will then create the proposal using the selected template and save. The dealer user will not be able to Send the proposal from GleanQuote. They will only be able to download a PDF or export into a CSV from the proposal overview page. Any proposals created by the dealer will automatically sync back to your CRM.
Content Sharing with Dealer Users
Dealer users have access to any file in the content library that you have specifically shared with that role. In order to share a file with the dealer role, simply click on the three dot menu for the file you want to share and select the Share option.
Once the share dialog displays, scroll to the bottom and make sure the Dealer role is checked and click Apply.
Now, this file will be visible in the content library to download or preview for any user with the Dealer role.