Partner Onboarding Management

Using the Onboarding Management module, your organization can manage partner portal access for newly onboarded channel partners so that partners view and access only the onboarding steps that apply to them.

With our partner setup management features, once channel partners sign contracts they will have access to various partner training materials (certifications, courses and tests) based on your configuration of the partner profile. Channel partners receive automated system notifications for each activity performed during this phase, keeping them posted on the progress they have made.

Key Features Include:

• Contract Sign-up & Management
• Partner Profile Configuration
• Training Assets/Program Management

The Partner Onboarding Management module allows your organization to define a business plan with each newly onboarded channel partner. Partners can learn more about marketing the products they’ll be selling to the target audience by viewing assets and undergoing training via a learning management system (LMS) that provides relevant content based on your configuration.

With the business planning management features of our Partner Onboarding Management module, you can set up business plan templates for onboarded channel partners to review and sign before initiating marketing activities. Channel partners have a dashboard view informing them of the progress they’ve made and the activities to be completed before moving on to the next step.

Key Features Include:

• Business Plan Management
• Asset Management
• Learning Management

After newly onboarded channel partners have completed onboarding and certification steps, your organization can use the Partner Onboarding Management module to guide partners through the entire enablement cycle, providing access to relevant marketing campaigns for execution.

Using the partner enablement management features of our Partner Onboarding Management module, you can enable certified channel partners to view marketing campaigns and deploy appropriate tactics to reach their target audience. Each launched campaign can be tracked through the partner portal in real time so your organization and your channel partners have instant insight into the campaign results as they happen.

Key Features Include:

• Campaign Management
• Lead Management
• Reports & Analytics