Platform overview
How Proclaim Extend works.
One platform, two portals. Your team runs the program from the admin portal, and your partners work from a portal that carries your brand, on your own isolated environment and web address.
Vendor, platform and partners
What moves between you and your partners.
Deals come in to you for approval. Leads, training and content go out to partners. Marketing funds move both ways, from allocation and request to claim and payment.
Pick a flow on the map to see who does what.
Two portals, one program.
Your team runs the program from the admin portal. Your partners work it from a portal that carries your brand. Both see the same deals, funds, content and training.
For vendors: the 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.
For partners: your branded portal
Resellers, referral partners and other channel partners sign in to a portal branded as you.
- A dashboard of their own deals, funds, training and notifications.
- Deal registration, with protection for the deals they register.
- Marketing fund requests and claims.
- A library of sales and marketing material, co-branded collateral, ready-made email campaigns and events.
- Training courses and certifications.
- Leads sent to them, plus tools to capture their own.
- A performance view showing how they are doing.
- Optionally, an AI coach that answers their questions from your own material.
How the platform is built.
Stated plainly, so you can check each one.
- White-label
- Your portal name, logo, colors, email sender identity and footer, your own sign-in and sign-up pages, and your own email wording. Serve the partner portal from your own web address: point one DNS record at the platform and the secure certificate is handled automatically, with no certificate to buy or install.
- Data isolation
- Every vendor has a separate database area, a schema of its own. It is a documented design choice for strong separation between customers.
- Audit trail
- Significant actions are recorded, including staff actions taken while viewing the portal as a partner, under the staff member’s own name.
- Roles and permissions
- Role-based access on every request, with separate vendor and partner roles.
- Hosting
- Cloud hosted, with infrastructure managed as code, database backups and point-in-time recovery.
- Secure by design
- Secrets are stored in a managed secrets service, not in code. Uploaded files are scanned for malware before use.
- Open interfaces
- API keys, webhooks, and CRM and accounting connections.
- Mobile-friendly
- The partner portal is a responsive web application that works on phones and tablets.
Available as add-ons.
Start with the core and add capability as your program matures. Each add-on is switched on for your workspace, so you only get what you have chosen.
- AI Sales Coach
- A chat assistant for partners that answers from your own curated material.
- Lead registration
- Partners register and claim leads they found themselves.
- Partner account requests
- Partners request new customer accounts from the deal registration form.
- Accounting integration
- Approved MDF payments sent to QuickBooks as bills.
- Social posting
- Social post templates partners share from their own connected accounts.
What’s next.
These are designed and on the roadmap. They are not available yet.
- Rules-based lead routing, with automatic assignment by rules and round robin
- A co-selling workspace on shared deals, with tasks and collaboration between vendor and partner
- Partner business planning: joint goals, initiatives and quarterly reviews
- Partner announcements and newsletters, with read tracking
- Partner incentive programs and commission statements
- Partner journeys: multi-phase programs with tasks, deadlines and reminders
- Slack and Microsoft Teams notifications
- Scheduled posting to social networks from the portal
- Single sign-on for vendors through identity provider connections
- A native mobile app for partners
See every feature in full.
Twelve areas, each written up with what it does and what it gets you.