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Description
PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.
Description
Connect your sales team with partners who have successfully converted their prospects to gain introductions, insights, or strategic recommendations. Top-performing sales professionals excel at utilizing their network to accelerate their sales processes and increase their closing rates. Utilizing your partners to finalize deals is now simpler than ever, offering a straightforward approach that yields significant benefits with minimal effort. With actionable data readily available, you can discover new leads and expedite your deal closures through your partnerships. Say goodbye to the cumbersome task of manually tracking sourced and influenced deals with underutilized fields in your CRM. Move beyond just identifying sourced or influenced deals; gain a clear understanding of how each partner contributed to the outcome, allowing for a detailed analysis of their influence. Additionally, assess which partners are providing the most value to your team to make informed decisions about where to allocate your efforts effectively. This strategic alignment can ultimately lead to even greater success in your sales endeavors.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
Salesforce
Demandbase
Google Chrome
HubSpot Customer Platform
Slack
Integrations
HubSpot CRM
Salesforce
Demandbase
Google Chrome
HubSpot Customer Platform
Slack
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PartnerBoard
Country
United States
Website
www.partnerboard.io
Vendor Details
Company Name
Partnered
Country
United States
Website
partnered.com
Product Features
Affiliate
Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing
Partner Relationship Management (PRM)
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management