Mobile Responsive
Mobile-First Architecture
The UPM mobile app is designed with a mobile-first approach, reusing 80% of the native web codebase for a seamless and responsive experience. It’s optimized for device hardware and delivers secure, instant access.
- Compatible with iOS and Android devices.
- Push notifications and location services built-in.
- Task-oriented navigation for faster user workflows.
Extends UPM access to mobile devices, empowering field teams to act in real time.
Secure & Simple Access
Admins and partners log in with their portal URL, username, and password. OAuth and SSO support ensure seamless, secure authentication across all environments.
- Centralized login via branded portal identity.
- Support for SAML 2.0 and OAuth-based authentication.
- Custom branding for logo and header toolbar.
Improves adoption by making access secure, branded, and consistent.
Complete Administration in Mobile
The admin console allows managing users, alerts, partner profiles, and prospects—all from the app. No coding is required to configure workflows, identities, or third-party connections.
- Manage users, roles, and permissions.
- Configure alerts and notifications.
- Maintain partner accounts, companies, contacts, and prospects.
Reduces dependency on IT by enabling mobile-first channel administration.
Learning & Certification On-the-Go
The Partner Learning Management app supports certifications, courses, and test management directly from mobile. Password-protected visibility and progress tracking ensure personalized experiences.
- Assign certifications by group or role.
- Configure multi-course learning paths.
- Track progress through mobile dashboards.
Boosts partner readiness and engagement with mobile-enabled learning.
Streamlined Partner Planning
Partners can access business plans and contracts through mobile. Automation ensures compliance, while centralized access keeps agreements organized and visible.
- Automate partner business plan creation.
- Track contracts and agreements.
- Monitor compliance across partner tiers.
Improves accountability and accelerates partner execution cycles.
Mobile Campaign Management
The Market app makes campaigns accessible anywhere. Admins and partners can configure access by user group and track campaign members, prospects, and engagement.
- Manage campaigns and contact visibility.
- Track engagement by prospects and partners.
- Multi-level access based on partner hierarchy.
Expands marketing reach by enabling partners to execute campaigns from mobile.
Sales & Deal Management
The Sales module lets partners and admins manage leads, opportunities, deals, and quotes directly via mobile. Registered deals are submitted through a simplified one-page form.
- Manage accounts, leads, and opportunities.
- Submit deals with automated approval flows.
- Push opportunities into CRMs via connectors.
Increases pipeline velocity with mobile-first deal and lead management.
Business Intelligence Anywhere
The Reports module delivers hundreds of pre-built reports plus custom reporting options. Partners and admins can track performance in marketing, sales, incentives, and portal usage.
- Library, marketing, sales, and incentive reports.
- Track portal usage and partner engagement.
- Build custom reports for local/global visibility.
Provides real-time insights to measure channel effectiveness on the go.
