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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

Strong partnerships are essential for successful channel sales. To reduce obstacles, it’s important to offer sales materials, tools, and experiences that your partners will appreciate. Our Partner Relationship Management (PRM) software enables you to: - Expedite the onboarding process for new partners - Stimulate demand within your channel - Support partners throughout the entire sales cycle, from lead generation to cash collection - Offer immediate assistance and insights - Tailor the partner experience easily with simple clicks instead of complex coding By utilizing our software, you can foster deeper connections with your partners and enhance their overall experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Google Analytics No 
HubSpot CRM Yes 
Oracle Partner Relationship Management No 

Integrations

Salesforce Yes 
Google Analytics Yes 
HubSpot CRM No 
Oracle Partner Relationship Management Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/partner-relationship-management/

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

Channel Marketing

Campaign Management No 
Channel Analytics No 
Content Management & Sharing No 
Incentive Management No 
Inventory Control No 
Lead Management No 
Multiple Channel Configurations No 
Order Management No 
Partner Management No 
Pipeline Management No 
Social Promotion No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans Yes 
Channel Marketing Automation Yes 
Collaboration Tools Yes 
Compliance Management Yes 
Deal Management Yes 
Deal Registration Yes 
Lead Generation No 
Lead Sharing Yes 
Partner Onboarding Yes 
Partner Portal Yes 
Performance Metrics Yes 
Rewards Programs No 
Workflow Management Yes 

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