Begin Your CPRM Admin Journey
What is Your Role as an Admin?
As a PARTNER CPRM administrator for your ecosystem, your role is to deliver a trusted ecosystem tracking platform to your partners and team that can help them network strategically and successfully.
Here is a list of activities that you should perform to utilize the benefits of the CPRM platform for your community as much as possible:
- Help your team learn to use the CPRM and build community capacity for their needs
- Customize the CPRM platform according to your community needs
- Design workflows and processes to update members, capture data, map relationships, and share insights over time.
- Analyze network metrics and make the best use of the data
- Share your data and insights with partners, stakeholders, and the community as widely as is practically possible.
- Collect feedback for improving the CPRM and your workflows over time, and serving as liaison with the VNL team.
Here are the steps for implementing PARTNER CPRM in your organization or community:
- Make an implementation plan
- Gather member data
- Create attributes
- Upload members
- Create questions
- Capture relational data
- Map and analyze data
- Save visualizations
- Build interactive dashboards
- Customize and share profiles
The rest of this onboarding chapter will provide an overview of each of these steps. For more detailed guidance, consider purchasing the PARTNER CPRM Onboarding Course, which walks through each of them with greater detail, including video lectures, handouts, and quizzes to test your knowledge.
Need more help?
Contact our team for troubleshoot assistance or to schedule a complementary demo or onboarding call.