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Partner Onboarding Best Practices Guide

A Guide to Develop an Efficient and Automated Program

Partner Onboarding Best Practices Guidebook

Download your COMPLIMENTARY COPY of the Partner Onboarding Best Practices Guidebook and learn how to develop an efficient, automated program that quickly engages and enables new partners.

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More about this Best Practices Guide on Partner Onboarding

Onboarding partners using a channel marketing management platform is an essential part of developing and maintaining a robust channel program. Partners need to be quickly engaged and enabled to effectively market and sell your products and services. But partner ecosystems are inherently complex, and onboarding can be a daunting challenge.

In ZINFI’s new Partner Onboarding Best Practices Guide, you will find everything you need to know to develop a structured, highly efficient, high-functioning partner onboarding program with PRM Software, that enables partners quickly, keeps them engaged and helps them succeed over the long term.

Download this Guide to learn:

  • The entire partner onboarding process
  • How channel marketing management software can be used to automate onboarding programs
  • How to develop a structured, highly efficient, high-functioning partner onboarding program that enables partners quickly
  • How to identify and target the right partners, segment them by type, align partner types with appropriate programs and incentives, supply partners with the right tools

Chapters covered in this Partner Onboarding Best Practices Guide

How to Streamline Partner Onboarding Using PRM Software

Partner onboarding is not a one-time event but an ongoing activity. Partner relationship management (PRM) software can go a long way toward streamlining this activity and increasing channel productivity. In this chapter, we provide a detailed look at the steps involved in both new partner onboarding and existing partner onboarding, and we explain why the onboarding and training process never really ends.

Onboarding Your Partners into You PRM Tool

Despite the rapid growth of partner relationship management (PRM) tools in recent years, understanding and using those tools effectively remains challenging for many organizations. In this chapter, we discuss the five most important principles to consider before you begin onboarding partners into a PRM platform.

Onboarding Affiliate Marketing Partners Using Partner Management Software

Affiliate partners tend to focus on promoting a brand and finding prospect buyers, although some affiliates may complete transactions as well. This chapters surveys the most important capabilities you’ll need in your partner relationship management (PRM) software to effectively onboard affiliates, including groups and programs, programs, tracks, point scoring and business analytics.

How to Use Partner Management Software to Automate Onboarding

Automation is a key factor in successfully onboarding partners and keeping them engaged over the long haul. Your partner management software should be able to take partners seamlessly through recruitment, registration, signup, training, enablement, referrals/deals and payments. This chapter will tell you how that works.

The Challenges of Partner Onboarding Using a Channel Marketing Management Tool

It is always challenging to onboard partners using a new software platform or portal, because partners are busy doing their own thing and there may be dozens of other vendors trying to get them engaged. Partners rarely have the time or money to try something new. The key to success is making sure you provide the right partners with the right programs and campaigns that are localized as well as personalized by partner type.

How to Evaluate Affiliate Marketing Onboarding Software

In this chapter we discuss the five most important factors to consider when selecting onboarding software for your affiliate marketing network. As you evaluate platforms, be sure to think about the target audience for your products or services, the key influencers you wish to recruit, the sequence of onboarding steps you want to take them through, the tools partners will have to use as they move beyond onboarding, and the platform’s reporting and analytic tools.

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