Lantronix Automates Deal Registration and Integrates Salesforce to Eliminate Manual Data Entry

So think what surprised me most about computer market research was that everyone on the staff is super knowledgeable. They're experts in what they do, and Dell doesn't hesitate to get the right people involved when needed to resolve any issues or anything that needs to be done. And also Dell's very involved, too. So that's really helpful when he wants his clients to be happy, and he's very customer-centric and supports customers in that way. I am Kari Mertz, Global Channel Marketing Manager at Lantronics, and I'm based out of our headquarters office in Irvine, California. We are currently using the co-op MDF product, deal registration, and the learning management system platform LearnDash. So, since we had a relationship with Computer Market Research already with the Co-op MDF product, we knew that they offered other products at a reasonable cost. And our goal at the time was to streamline the deal registration process, to encourage our partners to register their deals, and to provide more visibility to our sales team, and also to our partners in deal opportunities. And our other goal was to provide a learning platform for partners where they could watch on-demand training videos and find supporting sales and marketing tools. The computer market research overall was really positive. They work with us to give us the solution that we needed. were open to our needs. They listened to what was unique to us and based on our processes and our systems that were set up. And that was really different from other experiences in that they really accommodated and made the changes that were necessary to provide us with the tools that worked the way that we needed them to Dell's team at Computer Market Research, they supported us through the entire process. They were responsive throughout the whole thing, getting our deal registration set up and running, as well as the learning management platform. Behind the two projects were similar and based on the same kind of process, and somewhat complicated also. And they overlapped with our launch goals. So we were really moving fast, and the team really kept up, and they worked with us to ensure everything worked and that we met our launch goals. I would say our biggest challenge was that our original deal registration process was really manual, where the partner would come onto our website, they would complete an online form, and then our sales team would have to re-enter the data into our CRM platform, Salesforce.com. So with the DealReg portal that Computer Market Research implemented for us, now the partner enters their deal opportunity information and details, then it automatically integrates into Salesforce.com, which eliminates the extra step of data entry by our sales team. Then it also provides the partner with visibility and status ⁓ of their deal registration, and then it allows us to better track the deals as well. The deal registration is set up. We wanted to implement a single sign-on process to make it easier for partners who were accessing our portal. And this was not a process that we had in place. So the CMR team worked with our web agency, our web team, and our sales operations to get the process working. And if there were any issues or something wasn't working correctly, they worked to get it resolved as quickly as possible because they knew that it was really important to us to have this part of the process as part of the overall process, really to make it a lot smoother and easier for our partners. I mean, for someone who's considering working with computer market research, Dell and its team are excellent to work with. The team is highly responsive, they're very customer-focused, and they consistently go the extra mile to accommodate both standard requirements and also any unique needs that their customers may have based on their own processes that they have in place that they have to work around.