Overview
Effective partner relationship management relies on maintaining accurate and detailed records for each partner. The Partner Accounts section serves as the core database for all registered partners within the platform, allowing program managers to access, update, and oversee critical information. This includes not only basic contact and company data but also specific partnership attributes like assigned managers, strategic alliances, market focus, and license status, which are crucial for segmenting partners and tailoring engagement strategies.
Administrators use this module to ensure that partner profiles are complete and reflect the current status and capabilities of their channel partners. This detailed information supports various operational aspects, from assigning appropriate resources and benefits to facilitating targeted communication and performance tracking across the entire partner lifecycle, as outlined in the Onboard module's WF-05 Partner Profile Management.
Accessing Partner Accounts
Click the pencil icon next to the partner account you want to edit.
Editing a Partner Account Profile
This screen serves as the central interface for vendor-side administrators to add new partner accounts or modify existing partner profiles within the UPM. It consolidates comprehensive information about a partner, covering their partnership details, company specifics, and public-facing profile content. Administrators utilize this form to manage critical partner attributes such as their license status, distribution preferences, financial targets, and operational details, which directly influence their engagement and eligibility for various program benefits like MDF and deal registration. The form is structured into distinct sections to organize the extensive data required for effective partner management, ensuring that all relevant information is captured and maintained for each partner in the ecosystem.
Update the fields in the 'Partnership Information', 'Company Information', and 'Partner Locator Overview Page' sections as needed to manage the partner account details.
Buttons
| Button | Description |
|---|---|
| Save | Saves all changes made to the partner account details. |
| Cancel | Discards any unsaved changes and returns to the previous screen. |
| Analyze Change | Initiates an analysis of changes made to the partner account. |
| Enrich Data | Triggers an AI-powered data enrichment process to populate or update partner information from external sources. |
Partnership Information
| Field | Description |
|---|---|
| Account Name * | The official name of the partner company, required and unique per program. |
| License Status * | The current operational status of the partner's license, indicating if they are active or inactive. |
| Partner ID | A unique identifier assigned to the partner account. |
| Preferred Distributor | The primary distributor associated with this partner. |
| Strategic Alliances | Lists any strategic alliances or key partnerships the partner maintains. |
| MDF Allowed | A toggle indicating whether the partner is eligible for Market Development Funds (MDF). |
| Target Segments | The market segments the partner primarily targets. |
| MDF Quarterly Budget | The allocated Market Development Funds budget for the partner on a quarterly basis. |
| Territory Focus | The geographical region where the partner concentrates their business efforts. |
| Deal Registration Allowed | A toggle indicating whether the partner is permitted to register deals. |
| Specialization | The specific areas of expertise or industry verticals in which the partner specializes. |
| Lead Distribution Ranking | A numerical ranking indicating the partner's priority for lead distribution. |
| Core Competencies | The fundamental capabilities and strengths of the partner. |
| Key Competitors | Lists the primary competitors of the partner. |
| Relationship Challenges | Identifies any challenges or issues in the partnership relationship. |
| Master Account | The parent account if this partner is part of a larger organizational structure. |
| Partner Logo | The logo representing the partner company. |
| Industry Vertical(s) | The industry verticals the partner operates within. |
| Latitude * | The geographical latitude coordinate of the partner's primary location. |
| Longitude * | The geographical longitude coordinate of the partner's primary location. |
| Country Code | The international dialing code for the partner's country. |
Company Information
| Field | Description |
|---|---|
| Year Founded | The year the partner company was established. |
| Address 1* | The primary street address of the partner company. |
| Address 2 | Additional address information, such as suite or unit number. |
| Total Employees (Number) | The total number of employees in the partner company. |
| City * | The city where the partner company is located. |
| Technical Employees (Number) | The number of technical employees within the partner company. |
| Country * | The country where the partner company is based. |
| Marketing Employees (Number) | The number of marketing employees within the partner company. |
| State / Province * | The state or province where the partner company is located. |
| Sales Employees (Number) | The number of sales employees within the partner company. |
| Zip/Postal Code * | The postal code for the partner company's location. |
| Branches (Number) | The number of branch offices the partner company operates. |
| Years in Business (Number) | The total number of years the partner company has been in operation. |
| Main Phone | The primary contact phone number for the partner company. |
| Industry | The general industry classification of the partner company. |
| Other Phone | An alternative contact phone number for the partner company. |
| Annual Revenue(M$) | The partner company's annual revenue in millions of dollars. |
| Fax | The fax number for the partner company. |
| Average Transaction Value | The average monetary value of transactions conducted by the partner. |
| Website * | The official website address of the partner company. |
| Transactions per Year (Number) | The total number of transactions processed by the partner annually. |
| Partner Locator Email | The email address used for the partner locator service. |
| Repeat Monthly Customer / Clients (Number) | The number of customers or clients who repeatedly engage with the partner on a monthly basis. |
| Split of Product/Licensing Sold vs Services Sold (%) | The percentage breakdown of the partner's sales between products/licensing and services. |
| Key Differentiators | The unique aspects or advantages that set the partner apart from competitors. |
| Revenue Target | The target revenue amount set for the partner. |
| Signed Reseller Agreement | Indicates whether a reseller agreement has been signed with the partner. |
| Discount Margin (%) | The percentage of discount margin offered to the partner. |
| Share of Wallet, Company Products (%) | The percentage of the partner's total business that is dedicated to the company's products. |
| Commission Rate (%) | The percentage commission rate applicable to the partner. |
| Approved Annual Business Plan | Indicates whether the partner's annual business plan has been approved. |
| Approved Quarterly Sales Plan | Indicates whether the partner's quarterly sales plan has been approved. |
| Approved Annual Sales Plan | Indicates whether the partner's annual sales plan has been approved. |
| Sales Certifications (Number) | The number of sales certifications held by the partner's team. |
| Technical Certifications (Number) | The number of technical certifications held by the partner's team. |
| Annual Training Investment ($) | The amount of money invested by the partner in training annually. |
| Quarterly Marketing Initiatives (Number) | The number of marketing initiatives undertaken by the partner on a quarterly basis. |
| MDF Allocation (%) | The percentage of Market Development Funds allocated to the partner. |
Partner Locator Overview Page
| Field | Description |
|---|---|
| Partner Locator Overview Page | A rich text editor for composing the partner's public-facing overview page, often used for marketing and partner locator listings. |