Unifyr
by Unifyr Global
Grow partners with Through-Channel Marketing Automation and Partner Relationship Management (PRM)
Unifyr is the AI-native Partner Relationship Management (PRM) and Through-Channel Marketing Automation (TCMA) platform for companies running indirect channel programs.
The Unifyr agent for Microsoft 365 Copilot let
- channel and partner teams manage the deal pipeline (register deals, update stages and values, and comments, check status)
- interact with partners and route leads
- create and manage channel marketing campaigns
- search and manage collateral across the content library
- surface program-performance insights with predictions for deals and leads
Unifyr integrates out of the box with Microsoft Dynamics 365, Salesforce, HubSpot, and many other popular CRMs.
Requirements and limitations:
In order to use this agent, an active Unifyr subscription and a Unifyr user account are required.
On first use, you will be asked to sign in with your Unifyr credentials. The agent can only access the deals, partners, leads, campaigns, and content that your Unifyr account is permitted to see. Actions that create or change data (for example registering a deal or updating a stage) always ask for your confirmation before they are committed.
Get started / Sign up: https://www.unifyr.com/book-a-demo
Help and resources: https://www.unifyr.com/resources
Contact us: https://www.unifyr.com/contact-us/
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.