Customized business plans
Create personalized business plans for key partners, defining onboarding, co-marketing, training, and revenue targets. Easily track partners' performance toward their respective plans.
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Comprehensive collaboration
Our partner plan brings strategy, marketing tasks, onboarding targets, and sales insights into one accessible, shared space that all stakeholders can access in real-time. The result is a dynamic dashboard that motivates partners with visual progress updates, simplifying tracking and review processes.
Enhanced transparency
Increase transparency by clearly outlining mutual expectations, deadlines, and progress tracking. Plans can be visible to specific user roles or individual users within your company and your partner’s company.
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Components of a partner plan
Strategy
Collaboratively define strategic goals with your partners to ensure you’re aligned from the outset of your relationship.
Marketing
Create a list of marketing activities based on agreed expectations. Organize tasks in lists with date ranges, costs, and expected ROI. Also, easily incorporate MDF activities.
Training
Gain insights into partner training and onboarding progress, assigning tasks to specific users within partner companies. The platform tracks completed learning tracks and updates the partner plan accordingly.
Sales
Create a clear guide for pipeline goals. Our partner plan measures progress toward these goals and visualizes goal completion. These goals, whether monetary or based on closed deals, are markers of achievement throughout the year.
Explore our features
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Content Library
Empower partners with a wealth of materials easily accessible within the content library software.
Partner Locator
Showcase the valuable data you've collected and maintained about your partners directly on your website.
Partner Journey Automation
Achieve partner engagement at scale by delivering timely, trigger-based notifications.
