Include stable person and account identifiers, the relationship owner, introduction status and evidence. Associate the record with a CRM opportunity when one exists. Preserve the connector separately from the partner organisation.
Record request, approval, introduction sent, buyer response, meeting held and qualification. This helps distinguish poor partner access from unfinished coordination or weak buyer relevance.
Agree definitions across sales and partnerships before reviewing results. A first introduction may source the opportunity; a later introduction may add an evaluator or unblock a discussion. Record the actual contribution.
Avoid duplicate counts when several partners or touches support one deal. Revenue reporting may use a different model from operational contribution reporting.
Share appropriate outcomes with the partner owner and connector. Track reciprocity and repeated requests without exposing confidential buyer information.
Orbb can support relationship-led coordination. Confirm who is responsible for CRM updates and reporting in the engagement so the process remains auditable even when introductions happen outside the CRM interface.