Your complete guide to mastering Unified Partner Management (UPM)
Find answers, explore every module, and get more from the platform at each stage of the partner lifecycle — from onboarding through co-selling.
- 40+
- Platform Modules
- 6
- Lifecycle Stages
- 24/7
- AI Answers
Two dedicated help centers
Pick the center that matches your role — the guides, walkthroughs and AI answers are written for that audience.
Start where you are. Get to done faster.
Guides, walkthroughs, and instant answers for every part of the platform — written for the teams that run partner programs and for the partners who grow with them.
Find answers fast
Ask the assistant a question in plain language, or open the module guide you need directly.
Learn by doing
Every guide is built from real product screens, with annotated steps you can follow along.
Built for your role
Two help centers keep administrators and channel partners on the path that fits their work.
Dedicated guides for admins and partners
HELP CENTER · ADMINISTRATORS
Admin Help
Configure the platform, connect your CRM, set up single sign-on, assign user roles, and read your partner analytics — everything an administrator needs to launch, govern, and scale a partner program.
HELP CENTER · CHANNEL PARTNERS
Partner Help
Complete onboarding, register deals, submit MDF claims, and run co-marketing campaigns — step-by-step guidance that helps channel partners close faster and grow with the program.
About the UPM platform
Unified Partner Management (UPM) orchestrates the complete partner lifecycle in one platform — partner recruitment, training, deal registration, co-marketing, and performance measurement — so channel teams manage a growing partner ecosystem without adding headcount or IT projects.
Every module is code-free, so administrators configure programs, workflows, and portals themselves.
Built-in connectors unify UPM with the CRM, marketing automation, and ERP systems the business already runs on, giving one view of all partner activity.
Twenty-four modules across six lifecycle pillars mean each team activates only what it needs today and adds the rest as the program matures.