Your Partner For
Installed Base Intelligence

We Help Transform Installed Base Management From Art To Science

It’s Time to Transform How We Grow Existing Customers

We all say that customers are our most important “asset” but how many truly manage customers like an asset?

  • Where is the value of existing customers as an asset on the Balance Sheet?
  • Where are the values and probabilities of all projected future purchases by existing customers?
  • Where is the yield metric that measures the sales and partners costs to capture those sales?

I have been grappling with these questions for the past 25 years - wishing there was an easy way to access this kind of customer data to improve sales performance, whether as an individual sales contributor or a worldwide sales executive.

After being involved with 9 different order management systems, 7 different CRM’s, and countless sales and marketing tools, I still cannot find an application that helps drive sales from installed base customers, especially when the sales model is a combination of direct sales and channel partner sales.

Over the past 12 years I have helped buyers get access to very similar spend management and supplier management data through eProcurement applications, achieving massive business value.

I have also provided sell-side integration technology to companies who are leaders in customer and channel collaboration.

Seeing the data problem from both buyer and seller perspectives gave me unique insights into the data gaps that exists today in the complete end-to-end lifecycle across end user customers, channel partners and vendors.

The conclusion is obvious. The right customer data is the key to drive maximum sales from existing customers and optimize sales and partner productivity.

The problem is already solved in B2C. As consumers, we have all experienced the innovative ways Business-to-Consumer (B2C) companies use customer data to transform how they serve us, and get us to purchase more, while giving us a better customer experience.

The technology is available. The building blocks to capture and use customer data - Cloud, Mobile, Big Data, IoT and AI - are easily accessible by companies of all sizes. Today, we can use these technologies as the new foundation for breakthrough customer data applications.

We are already using Salesforce. As a customer of Salesforce for over 15 years, I lived its evolution into the secure and scalable platform that we use and trust today. Today the Salesforce Platform makes it as easy as possible for a developer like us to build a new class of enterprise application dedicated to finally solve the customer data problem in B2B sales.

We founded Channel Portal with the vision of an industry-centric customer and partner data platform to transform sales to a data-driven science.

Our mission is to help vendors and partners in high tech and manufacturing industries harness the power of installed base data to drive maximum sales from existing customers and optimize sales and partner productivity.

We provide RevenueManager, the world’s first application for integrated customer and partner management, built 100% Native on the Salesforce Platform, enabling 3 data-driven capabilities:

  • Product Recommendations
  • Sales Playbooks
  • Customer Visibility

Would you like to know if you could drive more sales from your existing customers by transforming your installed base data into actionable sales intelligence?

We can help you find the answer to that question in less than 90 days with our DataScan diagnostic data investigation.

  • Quantify maximum sales potential from your installed base
  • Prioritize playbooks for sales and channel partners to optimize productivity
  • Define roadmap to transform installed base data into actionable sales intelligence

Looking forward to working with you

Lorenzo Martinelli
Founder and CEO


PS. Why a bobblehead?
Given to me as a gift from my then 10 year old twins when I founded Channel Portal, my bobblehead is a constant reminder of why I am doing this, to always stay humble and to not become a bobblehead for real.

Advisors and Investors

Our Advisors and Investors give us invaluable guidance and support. They help us realize our vision with their feedback on our solution and their introductions to business peers.

Our Investors have demonstrated their belief in our vision by participating in our Seed Round and we are grateful for their trust in our ability to execute.

Rob Barrett

Principal, Operations Advisory
KPMG Advisory

Kevin Canty

COO, Ichor
VP Operations, Aruba, Juniper

Karen Coyne

COO/Chief Investment Officer
Bedrosian Trust

Carter Crum

SVP Wealth Management
UBS Financial Services

Brenda J. Fox

CEO, Global X-Network
CEO & Founder, Global Connexus

Brian Glanville

Director, Sales Planning & Operations
Proofpoint, Nimble Storage, Cisco

Ray Hein

Founder & CEO, PropelPLM
SVP Products, Apttus, Vendavo, Agile

Randy Hopkins

VP Global Systems Engineering
Pure Storage, Nimble Storage, EMC

Ranga Jayaraman

Associate Dean & Chief Digital Officer
Stanford Graduate School of Business

Ken Jeanos

President & CIO
Panasonic North America

John Jendricks

VP Business Development & Operations
VMware, Nicira, Juniper Networks, Cisco

Bharath Kadaba

SVP & Chief Innovation Officer, Intuit
VP Products & GM, Siebel Systems

Tom Linton

Chief Procurement & Supply Chain Officer
Flex, LG Electronics, Freescale, Agere/LSI

JD Mumford

Head of Product and Partnerships
Anonyome Labs

Mike Munoz

Chief Revenue Officer
OpsRamp, Skyhigh, Nimble Storage

Tom Oswold

CFO & VP Finance
Silicon Graphics, Activision

Bruce Richardson

Chief Enterprise Strategist, Salesforce
Chief Research Officer, AMR Research

Thomas Runds

Chief Technology Officer
Immersion Technology Services

Detlef Schultz

Chairman of the Board
Vodafone Procurement Company

Jeffrey Serlin

VP Sales Operations & Strategy
Marketo, IBM, Emptoris, Oracle

Frank Slovenec

SVP Worldwide Sales,
VP & GM, Ingram Micro

Matt Teeple

Multiplier Partners

Jorge Titinger

Former President & CEO, SGI
Board Member: Xcerra, CalAmp, HTGC

Scott Wharton

VP & General Manager, Logitech
CEO, Vidtel

William B. Yarmuth

Former Chairman & CEO
Almost Family

Our Partners

We Partner With The World’s Best to Achieve Our Vision

Technology Partners

Deliver technology that we either use in, or is complementary to, our product

Consulting Partners

Deliver consulting services to help our joint customers get maximum value from our solution

Distribution Partners

Act as our channel partner by distributing our product to their Reseller and OEM partners

Profiled Partners


The Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way

Salesforce App Cloud - the world’s #1 enterprise cloud platform

Salesforce AppExchange - the world’s leading business app marketplace

Next Generation Cloud Integration

EDI integration with customers and channel partners

ERP-to-Cloud integration

How We Work

We make our customers and our company successful by paying attention to the details that drive better yields.

We are fully accountable to ourselves and each other to meet our objectives by working smart, working hard and working together.

We will get the job done in whatever way makes sense including working from home and having flexible work schedules.

We value work-life balance because we understand that we all have responsibilities and commitments beyond work.

We respect team members who contribute to our communities and we support their volunteer activities.

We support a healthy lifestyle because when we invest in our health we can deliver our best performance.

Join Our Team

Do you have experience with
the challenges of growing revenue
from existing customers?

Do you have knowledge of
the complexity of direct and
partner selling?

Do you have competencies in
account monetization and
sales and partner productivity?

Installed Base Management
From Art To Science

Using Our Installed Base Consulting Services