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Clearswift case study

Our Task

To advise and assist Clearswift with the definition, evaluation and implementation of a new Partner Relationship Management (PRM) solution.

Background and Results

Clearswift provides internet content security solutions to more than 17,000 organisations around the world. As part of its new global Partner Programme initiative being launched in early 2009, Clearswift wanted to implement a new PRM solution to automate and streamline many of its operational channel processes, including lead management and deal registration.

Whilst Clearswift had defined the key elements and requirements of its new Partner Programme, the company required guidance to evaluate, select and implement the new PRM solution. Looking for a high degree of ‘real-world’ PRM expertise and experience, Clearswift turned to purechannels for consultative advice and support.

Specifically, purechannels identified a solution and architecture roadmap to leverage and integrate its current tools and processes, including partner databases, partner extranet and sales information. purechannels also recommended a number of PRM solutions and vendors to approach; and what the project timeline and key phases should be.

Following the successful delivery of this phase of consultancy, Clearswift further enlisted purechannels to help write its PRM Request for Proposal (RFP) and to evaluate and assess the PRM solution provider’s responses. In addition, purechannels provided Clearswift with the framework for a 12 month marketing communications plan.

What They Say

“purechannels understands PRM inside-out; they have been an invaluable asset in helping us to define our exact needs.”

Stephen Millard, VP Marketing, Clearswift

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