Partner Programs Management

Easily streamline partner recruitment, onboarding, and enablement using customizable program flows with auto-assigned levels, task dependencies, and structured progress tracking for a guided, efficient partner engagement experience.

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Partner Programs Management module

Partner Programs Management Onboarding

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

Structured Partner Program Management

Easily manage onboarding and engagement through configurable program levels and task-based partner workflows.

  • Define and automate partner levels and tasks by type, profile, or activity
  • Auto-assign programs and upgrade partners based on progress
  • Track partner engagement across your channel ecosystem via dashboards
Structured Partner Program Management
Seamless Partner Setup & Tracking

Seamless Partner Setup & Tracking

Simplify partner onboarding and monitor program progress with personalized access and automated session tracking.

  • Auto-configure portal and training access after contract sign-up
  • Track partner progress via status views and donut charts
  • Enable real-time notifications for activity and session updates