Partner Deal Operations: Enhancing Support for Our Partners

​@Reuben.Ng Thank you for introducing the Partner Deal Operations (PDO) team and the enhancements designed to better support Resell and Distribution partners. We truly appreciate the commitment to improving deal processing and collaboration.

I have a few questions and suggestions regarding how we can best leverage the PDO team:

1. Scenarios and Use Cases: Could you provide more detailed information on the specific scenarios or stages where we should engage the PDO team? For example, is it limited to new deal registrations and quoting, or can it also assist with ongoing customer support and other operational needs?

2. Transition to PDO: Will all related inquiries and deal processing eventually shift to PDO as the primary contact point, or will this remain a supplementary resource alongside our current representatives?

3. Customer Usage Reports: One of our critical needs is tracking customer usage data, particularly identifying customers who have yet to fully utilize the platform. A monthly report highlighting underutilized accounts would enable us to proactively engage with these customers, address any challenges they might face, and ensure a smooth experience that encourages renewal. Could PDO assist in providing such reports or connect us with the right team to fulfill this need?

We believe that such a report would not only help us better serve customers but also contribute to improving DocuSign's retention and customer satisfaction rates.

Thank you for your support and assistance. I look forward to your guidance on how best to work with the PDO team and further strengthen our collaboration.

Best regards,

FreeLink/甫连信息

🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

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🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.

​@Hengfeng Ge 

Thank you for your feedback and interest in the Partner Deal Operations (PDO) team. We're excited to support your efforts with Resell and Distribution partners.

Here’s how the PDO team can assist:

• Deal Support: Help with deal registration, opportunity conversion, and creating/approving quotes.
• Multilingual Assistance: Ensure smooth deal handling across regions.
• Troubleshooting: Address delays and provide status updates on ongoing deals.

The PDO team is an extra resource, not a replacement for your current contacts. You can continue working with your existing representatives while using the PDO team for additional support.

We understand the importance of tracking customer usage data to proactively address underutilization and drive engagement. While the PDO team does not currently handle customer usage reporting, we are excited to share that a release is in the works to support this functionality in the future. This will empower Partners with actionable insights to better serve your customers and strengthen renewal efforts.

We value your dedication to enhancing customer and partner experiences while strengthening collaboration.