Partner Management

Partner Profile Management centralizes all partner data (prospects, companies, contacts) for a unified view. It resolves issues of fragmented data and poor segmentation by allowing vendors to categorize partners (types, tiers), define custom access controls, and implement channel scorecards. This results in accurate, scalable, and personalized channel operations, improving engagement and performance tracking for partners.

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.

Partner Management