For vendors
Run the channel program without the spreadsheets.
For channel chiefs, partner managers and marketing operations leads who have lived with spreadsheets, email threads and a CRM that was never built for partners.
Control
- Decide how the program looks: your logo, colors, web address, sign-up pages and email wording. White-label
- Set the rules for deal registration: how long it lasts, what is approved automatically, what is required and who is notified. Deals
- Limit content, courses, price books and events to tiers and groups. Tiers and groups
- Require partners to accept your terms, and accept them again when you publish a new version.
- Give every team member a role, so they see and do only what they should. Roles
Visibility
- Start the day from a dashboard that lists what needs attention across the program.
- See every partner deal on a pipeline board, with a forecast built on real partner activity.
- See who has each lead and how the selling is going. Leads
- Follow every fund request from allocation to payment. Funds
- Report on campaigns, funds, leads, deal attribution, engagement, training and onboarding. Reports
Less manual work
- Partner applications arrive in a review queue, not in spreadsheets or emailed forms.
- Onboarding steps complete on their own when the partner does the real thing.
- Small deals can be approved automatically.
- Approved MDF payments can go to QuickBooks without re-keying.
- Ezra answers “where is” and “how do I” questions inside the product. Ezra
Your admin portal.
Channel managers, marketing, finance and administrators sign in here.
- A dashboard showing what needs attention across the whole program.
- Approve partner applications, register and review deals, route leads, approve and pay marketing funds, publish content and training, and see program-wide reports.
- Control how the partner experience looks: branding, sign-up pages, emails, terms and conditions, and knowledge-base articles.
- Role-based access, so each team member sees and does only what they should.
- Ezra, an in-product help assistant for “where is” and “how do I” questions.
Every area your team works in.
Partner recruitment, onboarding and management
Bring partners in through a controlled front door and keep one trusted record of each.
Partner applications, Partner records and contacts, Partner tiers, Partner groups, Guided onboarding, Terms and conditions, Accounts, Team and partner staff access, View as partnerRead moreDeal registration, pipeline and co-selling
Protect the deals partners bring you and see pipeline you would otherwise miss.
Deal registration, Registration policy, Conflict detection, Deal comments and history, Pipeline view, Products and price booksRead moreLeads
Get every lead to a partner, and see which partners follow up.
Lead distribution, Lead registration, Website plugin, Customer account requestsRead moreMarketing funds and incentives
A documented, auditable path from budget to payment.
Marketing development funds, MDF reporting, Accounting integrationRead moreContent, campaigns and events
Give partners the material to market and sell, under their own name and your brand.
Content library, Co-branded collateral, Campaigns, Partner contacts and sending domains, Events, Knowledge base, Social sharingRead moreLanding pages and email
Your brand from the first page a prospective partner sees to every email they receive.
Branded sign-in and sign-up pages, Email templatesRead moreTraining and certification
Partners learn the product and the program in the portal, not by email.
Courses, Certifications, Completion trackingRead morePartner locator
Help customers find the right partner near them.
Find a partner mapRead moreAnalytics and dashboards
Prove the program’s value, and find its weak spots.
Admin dashboard, Reports, Partner performance view, Global searchRead moreEzra and the AI Sales Coach
Answers for your team inside the product, and for your partners from your own material.
Ezra, admin portal help, AI Sales CoachRead moreIntegrations and developer tools
Connect channel activity to the systems you already use.
CRM connections, Accounting, API keys, Webhooks, NotificationsRead moreSecurity, tenancy and control
Your data kept separate, and every person limited to what their job requires.
Separate data for every vendor, Roles and permissions, Optional modulesRead moreSee your program in your brand.
Book a demo and we’ll walk you through the admin portal and the partner portal.