Guided Partner Onboarding

Guided Partner Onboarding

Accelerate partner productivity with personalized onboarding pathways tailored by role.

  • Pre-boarding registrations with approval workflow
  • Role-based step-by-step guidance engagement
  • Multi-level checklists with task automation
  • Integrated training and document signing
  • Real-time progress tracking & alerts

Automate registration approvals, assign alignment learning tracks, and build workflows for document review and policy acknowledgements.

Tier Progression through Scoring

Engage partners with scoring-based programs that reward goal completion.

  • Account-level scoring and tier mapping
  • Flexible point allocation for various task types
  • Auto-promotion based on score thresholds
  • Tier-linked visibility and benefits
  • Weighted scoring across campaigns and activities

As partners rise to the proper assessment, they are automatically elevated to higher tiers (e.g., Silver → Gold → Platinum), unlocking advanced benefits and access.

Tier Progression through Scoring
Upskilling and Reskilling

Upskilling & Reskilling for Performance

Deliver structured learning journeys that help your partner workforce shift from foundational to expert.

  • Personalized learning paths per partner role
  • LMS integration and external certification upload
  • Automated reminders and scoring logic
  • Community-driven collaboration for peer learning
  • Learning dashboards for both users and admins

Partner exam badges, points, and level upgrades as they complete learning journeys.

Partner Experience

Intuitive program dashboards designed for partners to track onboarding, tier progression, and learning success.

  • Personalized program assignments per login
  • Clear visibility into tasks, deadlines, and tier progress
  • Real-time collaboration via Community module
  • Transparent reporting on learning and scoring status
Partner Experience
Admin Experience

Admin Experience

Powerful no-code tools for administrators to design programs, manage workflows, and track performance.

  • Drag-and-drop program design with no code
  • Role-based dashboards for tracking and control
  • Scalable automation across onboarding, learning, and enablement
  • Integration with CRM, LMS, SSO platforms for unified experience

Enterprise-Grade Advantages

Built for scalability, security, and global reach.

  • Visibility: Track partner performance live
  • Control: Govern access, workflows, and tiers
  • Agility: Deploy programs in days
  • Integration: Microsoft Azure-grade tools
  • Global support: Multi-language, multi-region

Deploy programs globally across diverse partner profiles and roles, leveraging automation and role-based access to improve performance and accountability.

Enterprise Grade Advantages

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