Supercharge your channel program and improve partner satisfaction with a self-service web portal
Change your PRM game

We’ve designed our partner portals around the core needs of any channel program. Our features are driven by feedback from hundreds of partner portal customers over the last seven years and we’re constantly learning and innovating.

Configuration and user experience

Core to any Partner Portal our features are designed to make administrators lives easier with familiar CRM style interfaces and drag & drop capabilities. Building easy-to-use partner experiences for different groups of users helps companies remove barriers and ultimately channel partner success.


Partner Onboarding
Partner Onboarding
Sign-up and activation

Save time and remove barriers to your channel by providing easy signup for new partners and partner employees. Automate activation with self registration or control with your own approval process. Include your own Terms and Conditions for acceptance by the partner. Integrate Adobe Sign for eSignature.

Training and certification

Get your channel partners selling quicker with on-demand product training, onboarding programs and certifications directly through your portal. Create unique learning paths for different tiers of partners.


Playbooks
Playbooks
The right content at the right time

Playbooks allow you to create collections of sales, technical or marketing resources. Show them content based on deal stages or any process in-place. Resources can be any electronic documents or links and can range from brochures, battlecards, proposals and knowledge articles.

Filter content

Users can filter playbooks with customizable criteria, i.e. industry, sales cycle stage, product line etc. This feature gives users the ability to quickly navigate and access the resources they need.

On-demand availability

Portals are available to users 24/7 so channel partners and employees can access playbooks when they want, from any device they want.


Training & Certification
Training
Boost partner skills

Save on training costs by offering partners a wide variety of on-demand training materials in a user-friendly, mobile-enabled, interactive environment. From onboarding to product and sales training to updates on the latest release, your partners will be up to speed in no time.

Test and certify

Flexible quizzes let you test partner skills and reinforce learning at any point in a course and automatically certify the partner employee when they pass.

Track and report

Complete User Management to easily assign courses to partners, track many of the metrics you need to identify skills gaps which need to be addressed.


Deal Registration
Deal Registration
Approval

Work with your existing lead registration process to easily qualify and approve leads and deals. Stay informed on their progress throughout a deal.

Share leads

Advanced lead management gives you full visibility. Easily organize leads by categories or rank and score them. Set status and assign to channel partners. Automatically notify partners or channel managers and monitor follow up status.

Drive collaboration

Support partners with improved communication at every stage of the sales cycle from enablement through to closed deals. Follow opportunities and get notified of any activities. Collaborate in real-time with up to date news feeds.


Deal Management

Channel teams can review and approve partner deals in Salesforce while partners stay up-to-date in their web portal.

Market Development Funds (MDF)

Manage and process MDF applications to help eligible partners with participation, apply for funds, track marketing campaign approvals, and payment processing.

Ideation

Find out what matters to your partners and customers as they share, review, and collaborate on new ideas to give you important feedback.

Content Management

Let partners and channel teams help themselves with searchable information in knowledge bases, FAQs or Wikis.

Document Management

Organize any file in easy-to-navigate folders including links and YouTube/Vimeo videos. Search for resources such as product and technical guides, datasheets and co-marketing documents.

Analytics

Track, measure and optimize your partner program. With dashboards and reports you can quickly measure leads, opportunities and deal metrics to insure maximum ROI.


Storefronts

Customers can redeem points or purchase gifts and promotional items adding value to your brand awareness. Customized to your brand so users can seamlessly land on the page, never realizing they’ve left your website.


Upcoming Events

Get partners excited about virtual or in-person events by engaging them at the invitation stage. Include rich content such as videos, images and maps in your event listings.


Collaboration

Channel management teams can communicate on leads and opportunities, sales forecasts and follow everything they need to know.


Marketplace

Give access to products and services built around your brand. It is designed to foster brand loyalty and boost customer retention.


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