Give every partner a reason to advance
Build structured, performance-driven channel programs where clear criteria unlock tier-specific benefits – and CRM data does the tracking for you.
Define the levels. Set the criteria
Programs divide into distinct tiers, each with its own qualification thresholds. Names, criteria, and thresholds are entirely yours to configure – the structure below is one illustrative example.
Registered
Silver
Gold
Qualification criteria that pull straight from your data
Each criterion supports sophisticated filtering – focus calculations on the activities that count, exclude non-qualifying records, and apply your own business rules.
Total Revenue
Cumulative opportunity revenue using configurable currency fields, with multi-currency conversion to your program currency.
Approved Deal Registrations
Tracks approved, partner-sourced deal registrations so credit follows the partner who brought the deal.
Closed Deals
Counts successfully closed opportunities at the stages you define – reward outcomes, not just activity.
Deals Registered
Measures raw deal-registration volume to reward pipeline generation and proactive partner engagement.
Certifications
Monitors completion of designated training courses automatically as partners finish enablement.
Custom Criteria
Manually verify qualitative requirements – references, satisfaction scores, or anything unique to your program.
One repository for every reward – assigned by partner tier
Define each benefit once in a centralized library, then set progressive values across tiers. Three benefit types cover everything from access to margin to marketing funds.
Perks & rewards
Margins & discounts
Currency allocations
Tier progress that updates automatically from your CRM
Partner Program Tiers continuously evaluates performance against your criteria during each partner's active enrollment period – pulling from the systems your revenue already lives in. No spreadsheets, no reconciliation.
Opportunity integration
Revenue and deal criteria connect to opportunity records with configurable currency fields and stages.
Lead registration integration
Deal-registration criteria measure partner-sourced opportunities from approval through close.
Training integration
Certification criteria track course completions automatically as partners finish their enablement.
Multi-currency support
Opportunity values convert automatically to your program currency for accurate, apples-to-apples progress.
Rules pull directly from your CRM – administrators keep full control over every promotion.
Ask about tier status in plain language
Tier data is available to the Magentrix Wizard Agent. Partners self-serve questions about where they stand; administrators retrieve status for any enrolled partner – it’s read-only, so recalculating progress and advancing tiers stay with your admins.
Partner Program
Tiers, answered
You define each tier's qualification criteria from six types – total revenue, approved deal registrations, closed deals, deals registered, certifications, and custom requirements. Magentrix continuously evaluates every partner's performance against those criteria during their active enrollment period.
No – advancement stays in your hands. Magentrix measures progress against each tier's criteria, but administrators promote partners once they qualify, and progress can be recalculated on demand for any enrollment.
Benefits come in three types: Yes/No access-based rewards, Percent values for margins and discounts, and Revenue values such as MDF. Define each benefit once in a central benefit library, then set progressively greater values for higher tiers.
Yes. Build multiple programs, each with its own tiers, criteria, and benefits, and name the tiers to fit your program – for example Launch, Build, Scale, and Elevate.
Yes. Tier data is available to the Magentrix Wizard Agent, so partners can ask where they stand in plain language and administrators can retrieve status for any enrolled partner. It's read-only – recalculating progress and advancing tiers stay with your admins.