Partner Management Features

A PRM with all the standard features for channel partner management – and a lot of amazing additional features
(that you don't need but you'll be glad to have).

PRM Features: "Standard" features vs. "Additional" features
Commonly-found features in a PRM across most, full-stack PRM vendors (historically, these have been standard features targeting channel programs):
1. Deal management (includes: deal registration, pipeline tracking, deal exclusivity, lead distribution). This is the primary use case of PRM software.
2. Partner enablement & onboarding tools for facilitating the process of training partners. Usually includes some sort of an LMS, file-sharing, and document management. This would be another primary use case of a PRM system.
3. Partner communication tools for centralizing communications, news and sending updates at scale. This is a *secondary* use case of PRM.
4. Partner reporting & analytics tools. This is a *secondary* use case of PRM.
5. Partner marketing tools (usually includes co-branding, MDF, through-partner marketing automation). This is a *secondary* use case of PRM.
6. CRM integration(s). This is foundational to any PRM. If you don't have a comprehensive CRM connection in your PRM that's easy to set up and manage, it's time to switch your PRM provider ASAP.

What are the "Additional" features we have?
Any other features aside from the above can be considered "additional" features or supplementary features. These supplementary features can still be very useful for your partnership needs (and often are) but they're not foundational to having a PRM that serves its purpose.

Discover all features below
Find the full list of features below and see what's included in both the standard features, as well as all the additional features (e.g. Incentives & Gamification, Marketplace & Partner Locator tool, Partner Attribution, Social Collaboration, and many more).

👇 Use the search & filter box to see only the features you're interested in. You can filter by:
Solutions to your challenges
Outcomes you want to achieve
Partner types you have in your partner program

To get a better idea of the problems you can solve with any of these features, check out our PRM solutions page.

Ontology of features categorization:
Solutions:
Fereshta Nouri
Outcomes – Management & Engagement: Fereshta Nouri
Partner Types: Paul Bird, Fereshta Nouri

partner-operations, partner-experience, partner-communications-collaboration

Deal Management

Deal Registration: Partners can log into the portal to register deals the usual way, or, they can send you the lead data in an email and upon pressing "send", AI will register the lead in the portal for them (powered with OpenAI). Gain insights into channel performance with key metrics for partner leads, opportunities and any other data entity. Create reports and dashboards for analytics and all your most important metrics.

Exclusivity Tracking
Exclusivity Tracking
Lead Distribution
Lead Distribution
Email portal to register deals
Email portal to register deals
Bulk Deal Registration
Bulk Deal Registration
Management Outcomes
Partner Types
partner-operations, partner-experience

Deal Summary Pages

Empower partners to update opportunities (deal size, expected close date, deal stage, etc.). Partners will love you for the data visibility, transparency into deals and the freedom to contribute updates without your help.

Deal Amendment
Deal Amendment
Deal Status
Deal Status
View of Deal Details
View of Deal Details
Pipeline Visualization
Pipeline Visualization
Management Outcomes
Partner Types
partner-operations

Channel Manager Dashboard

Get an in-depth view of your channel sales, partner activity in the portal, a view of where you have partner coverage, partner performance analytics, insights on leads generated, and deal tracking.

Reporting and Analytics
Reporting and Analytics
Advanced Filtering
Advanced Filtering
Pipeline Dashboard
Pipeline Dashboard
Partner Coverage
Partner Coverage
Management Outcomes
Partner Types
partner-support, partner-operations, partner-onboarding-enablement, partner-marketing, partner-communications-collaboration, partner-experience

Document Management

Share files with partners and manage your partner content. Store and organize documents: marketing collateral, product guides, training materials, and sales presentations. Powerful search capabilities, and collaboration tools. Supported file formats: PDFs, Word docs, Excel sheets, PowerPoint, images, email templates, links, bookmarks, video, audio, and code snippets.

Usage Analytics
Usage Analytics
Granular Permission Management
Granular Permission Management
Organized Folder Structure
Organized Folder Structure
Management Outcomes
Partner Types
partner-operations

Partner Payouts

Pay commission, referral fees, SPIFFs, or other monetary rewards. Partners can choose their preferred payment method and update their profile with their bank details. Other capabilities: Payment statuses can be tracked. Magentrix validates partner bank details to ensure payment receipt. Commission or reward is automatically calculated and your team is notified. Partners also get notified about their impending reward.

Bank Transfer and Paypal Options
Bank Transfer and Paypal Options
Tax reporting & tracking
Tax reporting & tracking
Payout Report (for admin)
Payout Report (for admin)
Analytics & Dashboards (for partners & admins)
Analytics & Dashboards (for partners & admins)
Management Outcomes
Partner Types
partner-support, partner-onboarding-enablement, partner-marketing, personalize-the-px

Resource Collections

A gallery of combined resources. For example, training a new partner can require articles, documents, and courses to be reviewed – it's convenient for the partner to access them as a collection.

Content filtering
Content filtering
Branded experience
Branded experience
Permissions management
Permissions management
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-onboarding-enablement

Training (LMS)

Courses can consist of chapters, each containing lessons or quizzes, which can be in various formats such as video files, YouTube or Vimeo videos, PDFs, PowerPoint, or Word files. Lessons are uploaded in TinCan (XAPI) format, generated from popular course authoring tools like Adobe Captivate or Articulate Storyline. Define course access, due dates, language, order of lessons and quizzes.

Get analytics and reports on course activity and more.

Certification
Certification
Learning paths
Learning paths
Quizzes
Quizzes
Compliance
Compliance
Management Outcomes
Partner Types
partner-operations, partner-onboarding-enablement, partner-experience

Partner Self-Registration

When new partners are ready to join the portal, give them the ability to register themselves. Speeds up initiation of the partner onboarding process.

Management Outcomes
Partner Types
partner-onboarding-enablement, partner-motivation, partner-experience, personalize-the-px

Partner Engagement Pages

Custom-make CMS-style pages for specific groups of users, displaying all the elements and tools they may need to stay up-to-date and engaged. Design distinct pages for partners. Each page can be tailored by selecting which resources, training materials, and tools, to display – ensuring a smooth onboarding process aligned with each partner's role. Pages can be shared individually or with auto-segmented groups.

Drag & drop, no-code
Drag & drop, no-code
Carousel, banner & widget options
Carousel, banner & widget options
Management Outcomes
Partner Types
partner-communications-collaboration, partner-onboarding-enablement, partner-support, partner-marketing
Knowledge base, blog, partner news

Articles: Blog, News, Knowledge Base & more

Use articles to enable partners with the information they need – whether that's help documentation, product updates, announcements, blogs, news, a knowledge base for partners to self-serve support, etc.

Multimedia
Multimedia
Categorization & Tagging
Categorization & Tagging
Version Control
Version Control
Subscriptions & Notifications
Subscriptions & Notifications
Management Outcomes
Partner Types
partner-operations, partner-marketing, partner-experience

Analytics

Analytics are available in 2 ways in Magentrix: with Reports & Dashboards and built-in, feature analytics.

Reports & Dashboards: Build these for yourself or your partners – or give them the flexibility to create their own.

Features with built-in analytics for admins: Deal Management, Training (LMS), Document Management, Business Planning, Articles, Wikis, Playbooks, Rewards & Redemption, Partner Payouts, Pop-up Alerts, Surveys, Marketplace, Partner Journeys

Schedule reports to be emailed
Schedule reports to be emailed
Build raw data or visual insights
Build raw data or visual insights
Use any data point
Use any data point
Export to .csv or Excel
Export to .csv or Excel
Management Outcomes
Partner Types
partner-operations

Business Planning

Set and track quarterly objectives in collaboration with your partners.

Detailed Planning & SWOT Analysis
Detailed Planning & SWOT Analysis
Goal Setting & Objective Alignment
Goal Setting & Objective Alignment
Activity Assignment & Tracking
Activity Assignment & Tracking
Account Targeting & Deal Tracking
Account Targeting & Deal Tracking
Management Outcomes
Partner Types
partner-marketing, partner-experience, partner-communications-collaboration

Market Development Funds (MDF)

A place for partners to manage their marketing initiatives with you, from application submission to review and approval, to managing expenses and processing payouts. Provides transparency and simplifies the process of requesting, approving, tracking, and analyzing market development funds.

MDF Approval Workflow
MDF Approval Workflow
Activity Tracking
Activity Tracking
Funds disbursement
Funds disbursement
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-motivation

Rewards & Redemption

Points can be awarded for partner’s activities. Gamification badges and leaderboards can be set up for the reward programs. Partners can redeem points via the partner portal's eCommerce store (works with the Magentrix Storefront feature), gift cards (TangoCard integration) or cash rewards (available in multi-currency).

Examples of details you can define: Program audience, reward settings, points accumulation settings, program levels, enable or disable gamification, badge expiry, program expiry, etc.
Examples of what partners can receive points for: logging in, completing a course, registering a deal, etc.

Gamify almost any partner task
Gamify almost any partner task
Set up multiple rewards programs
Set up multiple rewards programs
Customizable badges
Customizable badges
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-operations, partner-ecosystem-scaling

Partner Locator

Allow customers (and partners) to search for your partners based on their specific needs with criteria such as location, competencies, services offered, or industry focus.

Management Outcomes
Partner Types
partner-marketing, partner-ecosystem-scaling

Marketplace

Showcase partners in a public directory. This visibility provides partners with exposure to new potential customers. Listings can include detailed information about the products and services offered. Multiple marketplaces can be created (e.g. for specific audiences or product categories).

User reviews
User reviews
Lead generation
Lead generation
Integrated partner locator
Integrated partner locator
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-marketing, partner-experience

Co-branding

Co-brand marketing assets and emails. Prepare a pdf, word file or email template and allow partners to upload their logo and company details. This ensures all materials are aligned with the partner's organization's branding.

Co-brandable PDFs
Co-brandable PDFs
Co-brandable-word-docs
Co-brandable-word-docs
Co-brandable Emails
Co-brandable Emails
Management Outcomes
Partner Types
partner-communications-collaboration
Social Collaboration for PRM

Social Collaboration

Social media-style messaging throughout the partner portal for focused communications with partners or employees.

Social Groups: Facilitate community-building by letting users form, join, and manage groups.

Social Threads: Social media feed-style threads for communicating with partners directly from lead records, contacts, opportunities, documents, and more.

Social Feeds: Subscribe to updates on social activity by following users of your choice – delivered in a feed format.

Social Messaging (DMs): Send messages to other users in a private, one-on-one conversation.

Notifications of new activity
Notifications of new activity
Like, star, or comment on posts
Like, star, or comment on posts
@ mention users in messages
@ mention users in messages
Add code snippets, emojis, files, or create a poll
Add code snippets, emojis, files, or create a poll
Management Outcomes
Partner Types
partner-onboarding-enablement, partner-experience, partner-operations, personalize-the-px

Partner Journeys

Design & track partner journeys. Distinct phases and steps for structured progression. Create different user journeys as task lists to provide a clear path for partners to follow, such as onboarding or ongoing tasks.

Phases and due dates
Phases and due dates
Journey reporting
Journey reporting
Journey activity email notifications
Journey activity email notifications
Sequential progression
Sequential progression
Management Outcomes
Partner Types
partner-support, partner-onboarding-enablement

Wikis

Provide structured and comprehensive resources, for partners, in the form of wiki pages. Create wikis for technical references or guides, or any topics partners need help navigating.

Hierarchical categorization
Hierarchical categorization
Search & filtering
Search & filtering
Rich-text editor
Rich-text editor
Permissions management
Permissions management
Management Outcomes
Partner Types
partner-communications-collaboration, partner-support, partner-onboarding-enablement

FAQs

Reduce time spent on supporting partners, with answers to commonly asked questions. Enable partners to find the answers independently – and faster.

Management Outcomes
Partner Types
partner-motivation, personalize-the-px, partner-communications-collaboration

Pop-up Alerts

Image or video pop-up messages in the partner portal. Spread awareness for new information, drive engagement, or any other actions. Ideal for cookie policies, GDPR, announcements, training reminders, event reminders, new collateral uploads, etc.

Size & position options
Size & position options
CTA buttons
CTA buttons
Target specific users, groups & pages
Target specific users, groups & pages
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-marketing, partner-communications-collaboration

Events

Partners can register for webinars, trade shows, partner summits, etc. Invite all or specific groups of users. Events can be categorized into types. Listings include location maps (for the venue), listing image, and tile image.

Event registration
Event registration
Listing and calendar views
Listing and calendar views
Cancellation notices
Cancellation notices
Multilingual support
Multilingual support
Management Outcomes
Partner Types
partner-motivation

Storefronts

Ecommerce stores to sell your product to partners. Accepted forms of payment include credit card and rewards redemption with points if the partner is participating in a rewards program in the portal. Collect payments with Stripe, Authorize.NET, Paypal Express Checkout or Moneris.

Create multiple stores
Create multiple stores
Product variants & categories
Product variants & categories
Order history & status
Order history & status
Tax & currency control
Tax & currency control
Management Outcomes
Partner Types
partner-experience

Theme Builder

Design UI themes for your partner portal that you can manage yourself. Magentrix lets you DIY with a design editor – no need to touch any code. Select from existing themes and customize it to your liking. Create variations of themes for different purposes (e.g. keep branding current with recent events, holidays) or just to refresh your portal’s look and feel.

A nicely themed partner portal can enhance the partner UX by making it easier to navigate.

Customize colors
Customize colors
Customize fonts
Customize fonts
Banner customization
Banner customization
Customize navbar
Customize navbar
Management Outcomes
Partner Types
partner-communications-collaboration

Idea Exchange

A place for partners to share ideas. Ideas can be posted, voted on, liked, and its progress can be tracked. Can be shared with different users based on their roles with varying access levels.

Idea categories
Idea categories
Status of idea
Status of idea
Comment on ideas
Comment on ideas
Duplicate idea prevention
Duplicate idea prevention
Management Outcomes
Partner Types
partner-communications-collaboration, partner-operations, partner-experience

Surveys

Create surveys. Assess & gauge partner sentiment and feedback – use the answers to improve the partner experience. Based on the user's rating, subsequent questions can be asked to collect additional feedback, categorized into Detractors, Passive, or Promoters.

Drag-&-drop questions
Drag-&-drop questions
9 question types
9 question types
Shareable link to survey
Shareable link to survey
Reporting and Analytics
Reporting and Analytics
Management Outcomes
Partner Types
partner-operations, personalize-the-px, partner-experience

Partner Experience Segmentation: Role-Based Record Sharing

Share specific records with defined sets of users. Four types of roles available: Employee, Partner, and Guest roles.

Employee roles: portal administrator, content publisher, channel sales manager, etc. Employee roles allow certain administrative tasks such as document management and LMS management.

Partner roles: You can restrict their access to CRM data, ensuring they don't see other partner's data.

Guest roles: Designed for public access control.

Customize navigation menus & app access
Customize navigation menus & app access
Audit trail of changes
Audit trail of changes
CRUD permissions for data points
CRUD permissions for data points
Reports
Reports
Management Outcomes
Partner Types
partner-operations, personalize-the-px, partner-experience

Content-sharing Permissions

Segment partners into subgroups. Facilitate content sharing, course assignments, and special permissions management.

Manual & Automated Groups
Manual & Automated Groups
Establish filters based on CRM data
Establish filters based on CRM data
Management Outcomes
Partner Types
partner-experience, partner-operations, personalize-the-px

Custom Hubs

Create tailored micro sites for specific user groups (e.g. partner-branded portals for employees of partner organizations). Each custom hub operates independently, with its own custom domain, distinct member login access, and individual management capabilities.

Separate Domains
Separate Domains
Custom From Field in Emails
Custom From Field in Emails
Branding Flexibility
Branding Flexibility
Self-Registration
Self-Registration
Management Outcomes
Partner Types
partner-operations, partner-experience

Partner Team Access Management

Empowers your partners to manage the access permissions for their own team to the partner portal. They can invite new users or revoke permissions from old users.

Define manager roles
Define manager roles
Email notifications when new members are invited
Email notifications when new members are invited
Management Outcomes
Partner Types
partner-operations, partner-onboarding-enablement, partner-experience

E-Signature

Manages contracts, agreements or any partner document that requires an e-Signature right from within the partner portal. Integrations with various e-signature services, including AdobeSign, YouSign, and DocuSign.

Template management
Template management
Data mapping
Data mapping
Agreement distribution
Agreement distribution
Agreement tracking
Agreement tracking
Management Outcomes
Partner Types
partner-experience, personalize-the-px, partner-operations, partner-communications-collaboration

Multi-lingual partner portal

The Magentrix platform can be configured to operate in several languages: English, French, German, Italian, Portuguese, Russian, Spanish, Simplified Chinese, Japanese. Works with associated features only.

Management Outcomes
Partner Types
partner-operations, partner-experience, personalize-the-px

Multi-currency

Magentrix allows for the addition of multiple currencies that are displayed based on a partner's locale settings. This means that partners from different regions can see currency values in their preferred currency format.

Management Outcomes
Partner Types
partner-operations, partner-ecosystem-scaling, partner-experience

Advanced Security

Magentrix uses industry-leading security measures, including 2-factor authentication (2FA), session management, single sign-on (SSO) with SAML 2.0 (and Google, Facebook, X, LinkedIn), CORS, domain whitelisting, comprehensive audits, and detailed reports - just to name a few.

Role-based Sharing
Role-based Sharing
User Segmentation
User Segmentation
Whitelisted URLs
Whitelisted URLs
Whitelisted CORS
Whitelisted CORS
Management Outcomes
Partner Types
partner-operations, partner-ecosystem-scaling, personalize-the-px

REST API

Magentrix's API is public. Provides a robust REST API for integrating with the Magentrix platform. Most of the competition allows you to access a limited subset of object data – if you can access it at all. While Magentrix allows you to access everything so you can customize what you need, to scale your partner ecosystem.

Unified entity querying
Unified entity querying
CRUD records
CRUD records
Document management
Document management
Metadata discovery
Metadata discovery
Management Outcomes
Partner Types
partner-operations, partner-ecosystem-scaling, personalize-the-px

Developer Console

If a software allows you to customize it in ways that go beyond what's out of the box, you're looking at a platform as a service (PaaS) – this is what Magentrix is, and our Developer Console is how you get it done. We allow you to extend the platform.

Why is this useful?

To "extend a platform" means to enhance, expand, or customize a software platform's capabilities beyond its original or out-of-the-box features. Develop and integrate additional functionalities, modules, custom applications, web-hooks, and triggers or tools that work within the existing framework of the platform.

With a PaaS-based PRM, you have the power to better meet specific partners' needs, integrate the PRM with other systems, or support unique partner processes that the original platform might not fully accommodate.

Software Development Kit (SDK)
Software Development Kit (SDK)
UI framework customizations & business logic
UI framework customizations & business logic
Built-in editor for CSS & JavaScript
Built-in editor for CSS & JavaScript
Query console
Query console
Management Outcomes
Partner Types
partner-operations, partner-communications-collaboration

Automation

Automated actions. Possible actions include: 

  • Configuring email alerts 
  • Specifying users to follow records and receive updates 
  • Sending Magentrix instant messaging to users or groups 
  • Creating automated task reminders

Customizable criteria
Customizable criteria
Combine multiple rules (AND, OR logic)
Combine multiple rules (AND, OR logic)
Rich-text email alerts
Rich-text email alerts
Triggered by record creation or updates
Triggered by record creation or updates
Management Outcomes
Partner Types
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