Build structured, performance-driven channel programs where clear criteria unlock tier-specific benefits – and CRM data does the tracking for you.
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.
Sign-up complete
First revenue commitment
Top reseller status
Each tier up unlocks progressively greater benefits – deal margins, MDF, exclusive lead distribution, co-branding and executive sponsorship. Run multiple program types, each with its own tiers and criteria drawn from six qualification types.
Each criterion supports sophisticated filtering – focus calculations on the activities that count, exclude non-qualifying records, and apply your own business rules.
Cumulative opportunity revenue using configurable currency fields, with multi-currency conversion to your program currency.
Tracks approved, partner-sourced lead registrations so credit follows the partner who brought the deal.
Counts successfully closed opportunities at the stages you define – reward outcomes, not just activity.
Measures raw deal-registration volume to reward pipeline generation and proactive partner engagement.
Monitors completion of designated training courses automatically as partners finish enablement.
Manually verify qualitative requirements – references, satisfaction scores, or anything unique to your program.
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.
Binary perks a partner either has or doesn't – exclusive lead distribution, co-branding, executive sponsorship access.
Percentage-based values that grow with tier, so your strongest partners earn the strongest economics.
Fixed monetary values like Market Development Funds (MDF), set progressively as partners advance up the ladder.
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.
Revenue and deal criteria connect to opportunity records with configurable currency fields and stages.
Deal-registration criteria measure partner-sourced opportunities from approval through close.
Certification criteria track course completions automatically as partners finish their enablement.
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.
Tier data is available to the Magentrix Wizard Agent. Partners self-serve questions about where they stand. Some admin-only actions include retrieving status for any enrolled partner, and recalculation and advancement.
Give partners clear pathways, and tie real benefits to their performance.