HOW THE PLATFORM WAS BORN
In over 22 years of experience as a specialized consulting firm in sales and distribution channel management and value-added sales, we have implemented more than 160 Structured Channel Programs.
As our main product in the portfolio, the development of Programs requires at least 12 months of project development, as it involves 3 phases: Assessment, Plan, and Implementation. Generally, when we reach the implementation phase, our clients often ask us if we have or can recommend a system to digitize everything that has been designed—in terms of methodology, processes, KPIs, and other resources—and allow for scalability.
Based on the identification of this opportunity, in 2010 Roccato designed a digital platform, which was named Portal do Canal. The solution design has been refined over the years and has resulted in the current platform for managing the manufacturer ecosystem, encompassing all links in the chain: producers, distributors, channels, and end customers.
With the growing adoption of Generative AI, Roccato identified that adding functionalities with multi-agent AI-Gen could further enrich the platform, and in 2023 he went to the source, enrolling in a specialization at MIT in "AI Applied to Business". In his final project, he presented his thesis for the Canal Portal in person to the MIT panel, which was approved as a global innovation.
“GERAR CONEXÕES É O NOSSO CORE! Portal do Canal nasceu do meu desejo de transformar décadas de experiência em consultoria em algo escalável, capaz de alcançar muito além do modelo de butique. Sempre acreditei que conhecimento só cumpre seu papel quando é compartilhado e gera impacto real.
Criar essa plataforma é a forma que encontrei de ampliar esse alcance e cumprir aquilo que sempre foi a nossa missão e propósito: disseminar conhecimento especializado”, por Pedro Luiz Roccato, idealizador da plataforma, fundador e presidente do Grupo Roccato Consultoria.
DISCOVER THE FUTURE NOW: ECOSYSTEM HUB
The most common scenario found in medium to large companies is that of several legacy systems, developed or contracted at different times, with different logins and design (look & feel), and worse, that do not communicate with each other. This scenario hinders employee engagement, since it is neither user-friendly nor attractive to use different systems to complete a process.
The situation becomes even more complicated when we consider a manufacturer's ecosystem, composed of several companies with different users and profiles. To further complicate matters, if your intention is to implement Generative AI resources to assist them in analysis and support decision-making, you will conclude that the application will become unfeasible.
The Canal® Portal was created to solve these issues, acting as an Ecosystem HUB, that is, a unified platform that provides over 280 resources organized by link in the chain, profiles of each link, groups, and users. In this way, each user will have their homepage pre-configured with the information they need to see on their daily access. The same applies to the modules and functionalities available in each module.
For example, when you publish content, such as a technical bulletin, newsletter, success stories, updates, and other documents, you define at the source of the publication who it is intended for, as well as who can view, download, delete, edit, etc. The process is repeated across all areas of your company, such as: sales (pre and post-sales), communication and marketing, finance, administration, training, support, and others.
DOES NOT HAVE A CHANNEL SCHEDULE?
WE HELP YOU CREATE YOURS!
We have noticed a high adoption rate, by manufacturers, of Structured Channel Programs that require frequent, hands-on relationship management and control.
If you already have a Program, you can easily configure it using the platform's wizard.
If you don't have one and wish to develop one, the Channel Portal provides a wizard for building your Program, following best practices in sales and distribution channel management developed by Roccato. You will feel like Roccato is by your side asking questions, in a friendly step-by-step process until you finalize your Program, which consists of the Commercial Policy and the Benefits and Commitments Plan by category and channel profile, as well as for distributors, if you operate in a two-tier model.
DOES NOT HAVE A CHANNEL SCHEDULE?
WE HELP YOU CREATE YOURS!
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
We have noticed a high adoption rate, by manufacturers, of Structured Channel Programs that require frequent, hands-on relationship management and control.
If you already have a Program, you can easily configure it using the platform's wizard.
If you don't have one and wish to develop one, the Channel Portal provides a wizard for building your Program, following best practices in sales and distribution channel management developed by Roccato. You will feel like Roccato is by your side asking questions, in a friendly step-by-step process until you finalize your Program, which consists of the Commercial Policy and the Benefits and Commitments Plan by category and channel profile, as well as for distributors, if you operate in a two-tier model.
Worried about the platform setup?
If you've had bad experiences with system implementation, I guarantee that your experience with us will be different, as you'll have access to a Premium Setup, carried out by consultants specializing in channels, with business profiles and not technical ones.
The entire process will be facilitated by our specialized consulting firm, which will conduct assessments, training, and support for parameterization and implementation, focusing not only on the technology but also on your business.
In addition, you will receive the platform with pre-created profiles to facilitate the process.
TECHNOLOGY
+
BUSINESS
How about offering personalized home pages for each user profile?
Since the Portal do Canal® platform uses permission control as its core feature, when you add a user linked to your company or to links in your sales and distribution chain, such as distributors and indirect channels (resellers, integrators, and others), the next step is to choose one of the profiles previously defined for each link in the chain or create your own profiles. The platform then configures itself autonomously according to the profile's predefined settings, such as:
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
Online courses and certifications ready for you!
Since our mission is to share knowledge, the Canal® Portal offers differentiated training and certification resources, whether for access to the Training and Certification Program of one of the Group's companies, Channels' University, or for publishing and making available specific courses for your company.
You can license over 15 courses available in our portfolio, including over 400 video lessons with internationally recognized certification, and publish them in your training area for access by your employees, as well as those of your distributors and indirect channels.
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
* The Courses and Certifications Module (EaD) is not included in the Pro Plan.
Native sales methodology on the platform?
The platform natively features the Venda+Valor® methodology developed by Roccato, whether for developing typical sales activities such as lead management, or for publishing articles, posts, study guides, tips, and Roccato e-books, all included in the Pro Plan.
Dashboards by chain link and user profile?
Imagine managing your entire value chain in one place? The Channel Portal® provides specific dashboards for each link in the chain (manufacturer, distributors, and channels) and further organized by user profile.
For example, users in an indirect channel environment, such as a reseller, integrator, or installer, will each have assigned profiles, such as: channel admin, owner/manager, sales team, technical team, and admin/finance.
According to their profile, each of them, in the case of a dashboard available for the profile, will be able to view the typical KPIs (indicators) for their position/function, which will allow for monitoring and action.
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.
A PLATFORM TO CALL YOUR OWN!
When you subscribe to Portal do Canal®, one of the first setup activities our team of channel consultants will do with you is to request your company's visual identity guide, as well as your logo and favicon.
The guide will identify the color palette that will be applied to your exclusive area, and the Canal® Portal will be automatically harmonized, acquiring your visual identity.
Also as part of the customization, you will define how you want to create the access address (URL), which could be COMPANYNAME.channelportal.com or PROGRAMNAME.channelportal.com, for example.
In addition, the login screen will also be personalized, with the option to set the login background image, similar to the image carousel on the home screen, after logging in.
Everything is done with the support of the setup team, but you can also make changes independently at any time after you take over the operation of your dedicated area.
✓ Everything's just talk
✓ Everything sense
✓ Everything works in favor of the strategy.