Channel Partner Onboarding Template

A partner portal is a secure online site which provides your channel partners with access to resources like training slide decks and videos marketing materials and campaign templates co op and mdf funding approval forms price lists sales collateral special partner promotions a lead tracking database reseller agreements and many other. The partner onboarding management module of zinfis partner relationship management prm platform automates the partner recruitment and onboarding process with a series of step by step activities. Pilot new tools and processes for one channel partner incorporate feedback and learning then roll it out to other partners.

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Maximize Channel Partner Success Onboarding Certification

Isv Partner On Boarding Checklist

Channel Partner

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Isv Partner On Boarding Checklist

I have been working on creating a totally new experience for partners via the partner portal.

Channel partner onboarding template. Some companies had different levels of training depending on what the primary kpis of the channel partners reps were. 1 protect from direct sales 2 protect from partners who are willing to sell on discount. Templates as needed partner it team technical partner solution integration involvement in. To get the expected channel partnership performance levels youll need to put a structured onboarding program in place to establish the relationship you need to reach your goals.

Effective training must be customized by role provided to partners in a variety of formats and regularly reinforced to drive knowledge retention. This module helps you create different onboarding tracks based on partner type partner profile level of engagement and other variables. Channel partnerships promise to open access to new customers and accelerate market growth. Partner growth capabilities access to capital rep development transition to services msp cloud partner program branding portal recognition spiffs product partners alliances 2 nda custom deal reg goals.

Channel partner onboarding in my discussions i was interested to learn that not all channel partner onboarding programs were created equal. An efficient onboarding process means your partners spend less time struggling to connect with your company and more time selling your products. Poor onboarding of a new channel partner can quickly dismantle a relationship before it ever begins. Some of them are related to partner onboarding process providing access to resources etc.

In fact according to cso insights 635 of companies say these partners contributed to their annual revenue. Identify process changes internal. A well thought out onboarding process is one of the pillars of improved channel sales. Pricing change management framework 1.

Business operations t can be provided to channel partner as outsourcing offer or could be self service n standard solution functionality rich solution. Free onboarding checklists and templates try smartsheet for free onboarding is the process of bringing a new employee into an organization but effective onboarding programs go well beyond the first day of orientation.