Partner Programs Management module
Streamlined Partner Onboarding Flow
Automate and manage every step of your partner onboarding and enablement journey with clarity and control.
- Configure program flows by account, contact, or accreditation type.
- Track partner progress across levels and tasks in real-time.
- Reward partners with badges, benefits, and profile upgrades.
Reduces administrative overhead and accelerates partner onboarding by automating program setup and assignment.
Manage Program Levels and Tasks
Gain complete control over the partner engagement cycle with a detailed, dashboard-based view.
- Define a hierarchy of Program Levels and Tasks.
- Configure program levels and tasks based on partner type.
- Automatically assign and upgrade partners via programs.
Improves operational efficiency by providing a clear, structured framework for partner management.
Clone and Assign Programs
Quickly replicate any existing program to save time and ensure consistency across your channel ecosystem.
- Clone a program with all levels, tasks, and completion access.
- Assign programs to partners and track their enrollment status.
- Ensure program consistency by creating new programs from old ones.
Reduces administrative overhead and accelerates partner onboarding by automating program setup and assignment.
Set Dependencies for Programs
Ensure a structured and sequential process by defining dependencies between program levels and tasks.
- Create dependencies between programs to ensure sequential completion.
- Set task dependencies so certain tasks must be completed first.
- Organize programs and tasks for enhanced collaboration and efficiency.
Increases program completion rates by guiding partners through a logical, step-by-step workflow.
Automate Task Completion
Automatically mark tasks as complete when partners meet predefined requirements, reducing manual updates.
- Auto-complete asset tasks when assets are co-branded or approved.
- Auto-complete content library tasks when content is viewed or downloaded.
- Auto-complete contract tasks when the contract is signed.
Saves administrative time and improves data accuracy by automating progress tracking for key activities.
Review and Manage Partner Progress
Get a detailed view of a partner’s progress and easily manage their sessions.
- Change the progress status of any program level or task.
- View a summary of an enrolled partner’s program progress.
- Access a detailed view of a partner’s progress in a session.
Reduces manual effort and provides an accurate, real-time view of partner engagement and performance.
