Partner Management
Partner Prospects
Track and manage potential partner organizations in your recruitment pipeline.
- Capture prospect details through forms or API
- Assign ownership and track stages from interest to onboarding
- Automatically convert qualified prospects into partner records
This module helps accelerate recruitment with visibility into prospect pipelines and conversion rates.
Partner Companies
Maintain a single, unified profile for each partner organization in your ecosystem.
- Store core company information, such as HQ location, size, region, and specialization
- Track active programs, regions served, and certifications
- Link accounts, contacts, deals, and historical activities
This foundational record keeps every partner profile centralized, clean, and easily accessible.
Partner Contacts
Manage individual users across partner organizations with detailed role and access control.
- Add and categorize partner contacts by role (sales, technical, marketing, etc.)
- Set communication preferences and portal access rights
- Track engagement history including training, deal registrations, and event participation
This contact-level granularity improves collaboration and compliance across partner teams.
Partner Accounts
Organize sales, support, or service-specific accounts linked to a partner company.
- Track multiple sub-accounts under one parent partner company
- Manage account-specific sales targets, support tickets, and revenue data
- Assign account managers for better accountability
These structures align with complex partner business models, including MSPs and multi-location VARs.
Partner Types
Categorize partners to align with your go-to-market strategies and service models.
- Define partner types (e.g., Reseller, System Integrator, Distributor, OEM)
- Tailor onboarding paths, portal views, and program access by type
- Apply type-specific rules for incentives, co-marketing, and content access
Partner types drive personalization and operational agility across your ecosystem.
Tiers
Establish and manage your tiering strategy based on partner performance and engagement.
- Define tier levels (e.g., Silver, Gold, Platinum) with custom criteria
- Automate tier assignments based on revenue, certification, or deal volume
- Trigger tier-based access to content, rewards, and resources
Tiers help recognize high performers and motivate continuous growth.
Badges
Gamify and incentivize partner engagement through a dynamic badge system.
- Assign digital badges for completing certifications, attending events, or hitting targets
- Display badges in the partner portal and reports
- Track badge history for compliance and motivation
Badges drive engagement and loyalty through visual, goal-based recognition.
Channel Scorecard
Gain a 360° performance view of your partner ecosystem through real-time scorecards.
- Monitor KPIs like revenue, pipeline, engagement, certifications, and support metrics
- Customize scorecard formulas by partner type or region
- Benchmark partners against goals and peers
Scorecards enable data-driven decision-making and transparency in partner performance.
