Increase your customers' productivity

create a complete, integrated workflow for you clients

Overview Integration and Automation Business and Workflow Platform Support Training Support Materials

WBP SYSTEMS' Partners are authorized to integrate, support and sell Heap CRM OnSite, Heap Enterprise, Torch OnSite and Torch Enterprise.

Help your customers select the right software and hardware for their particular needs
Sell the platform, custom add-ons and custom integration as single complete solution
Package training with the enterprise products
Receive premium add-on and API support from WBP SYSTEMS

Tour of Partner Portal:

Heap OnSite Torch OnSite Partner Portal

Deploy your workflow, sales, project management and budgeting strategy as a WBP SYSTEMS Business and Workflow partner. Our products allow you to import your workflows allowing you to serve clients more efficiently. Implementation Tools:

Import e-mail and event templates (Knowledge Base)
Import search commands and generate custom search reports (Knowledge Base)
Import category, event and budget templates (Knowledge Base)

Required Skills:

Eduction and/or experience in marketing or project management

CRM and project management systems live or die by employee adoption. If people don't enter prospect information, resource usage, or important communications, reports and budgets will be inaccurate and customers will remain in the dark. It is critical to train and establish procedures:

Help setup workflows to be followed
Explain the importance of data entry to non-managers
Setup training procedures for new employees

Training Service Agreement Template (Google Docs)

Platform service agreements help business more accurately predict cost as well as provide the service provider consistent revenue. Install Heap or Torch on Linux, Unix or Web PI. Required Skills

Ability to install and optimize MySQL, Apache and PHP
Knowledge and experience in selecting server models
Understanding a diverse set of operating systems

Platform Service Agreement Template (Google Docs)

Using the command line interfaces and extensive APIs in Heap and Torch, you can create a seamless workflow for your customers. Allow your customers to use their CRM and project management information as a data source in accounting, business operations and spreadsheet software.

Post visitor data into Heap or Torch. Show intranet viewers appropriate CRM or project management information. Anything is possible with our seven integration points:

HeapCL: Communicate with Heap CRM from the command line
Heap JavaScript API: Create new functionality within Heap using just JavaScript
Heap Simple API: Retrieve or post information using our powerful search functionality
Heap JSON WebHook: Retrieve or post information in JSON
TorchCL: Communicate with Torch Project Management from the command line
Torch API: Complete XML based interface powered by our powerful search functionality
Torch JSON WebHook: Retrieve or post information in JSON

HeapCL TorchCL Developer Central