The team also relies on the ability to create both ad hoc and standard reports and list generation that streamlines communication with groups of partners. For example, the team can generate a report showing active partners by membership tier (Platinum, Gold, or Silver) or active partners with certain marketing entitlements. Any of these reports can be exported quickly for a targeted email list based on what types of information each partner should receive.
Driving Value for PTC
Since implementing the Quickbase solution, the PartnerAdvantage team has delivered results both inside its own team and throughout the organization. Internally, the team has dramatically improved its operational efficiency to the point it can handle complex relationships with 350 active partners with only five team members. Having all partner records stored in a single repository ensures that all current and historical information is readily available.
That visibility extends to the rest of PTC, as well. Other groups within PTC - for example, the Mergers & Acquisitions team - can easily search within the partner database to get a better understanding of the partners and their business.
Most importantly, Barlow and his team continue to rely on an application that can be easily updated without help from a developer or PTC's IT department to adapt to changing needs and requirements.