Getting Started with PeopleSoft Partner Relationship Management

This chapter provides an overview of PeopleSoft Partner Relationship Management, and discusses:

PeopleSoft Partner Relationship Management integrations.
PeopleSoft Partner Relationship Management implementation.

PeopleSoft Partner Relationship Management Overview

Partner Relationship Management encompasses all the processes necessary for modeling partners and profile information, registering partners, managing security, analyzing performance, and allowing partners to effectively interact with an enterprise via a partner portal.

PeopleSoft has integrated Partner Relationship Management capabilities into many parts of the CRM process, including marketing, sales, commerce, and service. This comprehensive enablement of PRM through the CRM suite makes it possible for you and your partners to share CRM features, functionality, and transactions, including leads, quotes, orders, cases, and more.

PeopleSoft’s Partner Relationship Management encompasses four phases in the partner lifecycle:

Definition of partner strategy and programs, including program objectives and membership structures.

Features like Partner Programs help you define and describe program details for various partner categories and participation levels.
Partner recruitment and acquisition, with tools that include configurable online application forms and dialog recruitment that capture all information in a single repository.

This information is accessible in a comprehensive Partner Profile that provides a single, at-a-glance partner overview.
Engagement of partners in Enterprise Business Processes, including marketing, sales, commerce, and/or service.
Management of the ongoing partner relationship, including reviewing and rewarding partner performance, and determining which relationships should be invested in, and which should be terminated.

PeopleSoft Partner Relationship Management Integrations

PeopleSoft Enterprise Partner Relationship Management is enabled in the following PeopleSoft applications:

PeopleSoft Order Capture and Order Capture Self-Service.
PeopleSoft Sales.
PeopleSoft Marketing.
PeopleSoft Online Marketing.
PeopleSoft Strategic Account Planning.
PeopleSoft Support.
PeopleSoft Advanced Configurator and PeopleSoft Advisor

We discuss integration considerations in the implementation chapters in this PeopleBook.

PeopleSoft Partner Relationship Management Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

PeopleSoft Enterprise Sales/PeopleSoft Enterprise Partner Sales also provides component interfaces to help you load data from your existing system into PeopleSoft Enterprise Sales tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables relevant for your PRM enablement activities.

This table lists the component that has a component interface:

Component	Component Interface	Reference
Partner RD_PARTNER_CI	RD_PARTNER_CI_API	See Creating and Maintaining Partner Profiles.

Component

Component Interface

Reference

Partner

RD_PARTNER_CI

RD_PARTNER_CI_API

See Creating and Maintaining Partner Profiles.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook, with information about where to find the most current version of each.