Partner Portal
Channeltivity’s partner portal software has everything you need to run a successful channel program. Our flexible platform can be easily customized to reflect your brand, populated with content, and configured with the correct permissions. With your self-service portal, partners can access the content, training, and sales and marketing tools they need to sell your products.
What Does Our Partner Portal Software Include?
Channeltivity’s partner portal is the main way partners access all the modules that are part of our partner relationship management software. It also includes other content management and integration features for admins to:
- Customize the branding and UI of their portal
- Create personalized pages and dashboards
- Securely embed external applications
- Set user access and permissions
Gateway to Channel Management
The partner portal included in our software is designed to give partners self-serve access to all the partner-facing components of your channel program, such as:
You can find the full list of Channeltivity modules here.
Portal Content Management
Our content management tools make it easy to create compelling, personalized partner experiences. And partners can easily find that content with the filterable Resource Library and Co-Branded Collateral module.
User-Friendly Page Builder
With our drag-and-drop page builder has a library of predefined widgets you can use to create custom pages. Whether you’re designing your ideal partner portal home page or building dashboards or promotional pages, our widgets give you the flexibility to create what you want. And if your needs exceed the dozens of pre-built widgets available in your Channeltivity plan, you can build your own using HTML, CSS and JavaScript.
Personalized Content
Greet your partners by name and present them with custom-tailored content when they log into your portal. Personalize page content with messages that pull data from the partner’s profile or add relevant news articles to keep them aware of opportunities like SPIFFs or discounts. By setting permissions for individual widgets, you can create dynamic pages that show different content depending on who’s viewing it.
Partner Portal Design
Your partner portal needs to follow your style guide, logo, and color scheme to keep your branding consistent. In Channeltivity, you can customize the look and feel of your portal by adding your logo, adjusting the global colors used throughout the portal, and inserting design elements into the header and login page.
User Administration and Partner Profile Management
As the administrator, you have control over your partners and their data. Define profile fields, partner regions, groups, and permissions. Invite new partners to access your portal and analyze activity using our built-in reporting tools.
Powerful Permissions
Channeltivity’s access permissions functionality is straightforward yet powerful and scalable, allowing you to adjust access controls based on your partner program’s needs.
Self-Service
Channeltivity’s partner portal is full of features that make managing large channel programs a breeze. Users can request accounts for their peers, reset their own passwords, and invite their colleagues themselves, minimizing administrative overhead. Channeltivity’s Resource Library also reduces time wasted sending out materials that may or may not be relevant to your partners. With a self-service solution, partners are empowered to quickly find the information they need, giving you back valuable time to focus on more strategically working with partners to grow your business.
Secure Embedding and Integrating of External Apps
Integrate your in-house software into your Channeltivity with easy embedding and integration capabilities. Support for the popular single sign-on standard SAML and well-documented API and iframe embedding functionality makes it easy to present a unified portal experience.
What Sets our Partner Portal Apart?
There are many partner portal solutions out there and they each have their benefits and drawbacks. Channeltivity stands out in three main ways:
1. It’s Easily Configurable
Our partner portal software can be set up and configured by a non-technical person. While we include implementation calls to walk you through the settings and advise you on best practices, it’s perfectly possible for channel managers to set up and properly configure Channeltivity on their own. Many times our customers have already configured everything before our first implementation call. And our friendly support team is always there to help if needed.
2. It Allows You to Design a Personalized Partner Experience
Channeltivity makes it easy to personalize the experience for each partner and each user, making a winning first impression. Create stronger relationships by customizing your channel portal with your partner’s logo and content specific to their program, geography, or role.
3. It Keeps Channel Management Efficient
We really like software that makes our job easy, and we think channel managers do as well. Our user interface is straightforward and accessible. High-tech companies have been using our partner portals since 2007 to run their channel programs, and we’ve been able to implement hundreds of time-saving features in that time.
4. Unbeatable Support
Our support team makes a point of being incredibly responsive and collaborative. Over the years, we’ve gotten the Channeltivity implementation guide down to a science. Our customers consistently get their instances up and running in weeks, not months or years. Should they need help, they can reach out to our support team for quick answers, schedule one-on-one help sessions, or review the most up-to-date technical resources in our knowledge base. Not convinced? Read what our customers have to say on G2.
What is Key Functionality Found in Partner Portals?
The main purpose of a partner portal is to make it easy for your resellers to get what they need to sell your product. As a result, the most important functionality is geared to achieve this purpose.
Key functionality can be grouped into the following three buckets:
- Partner Enablement, including training, certification and joint business planning
- Channel Marketing, including sharing content (in a library, or co-branded marketing materials) , MDF, and email marketing
- Channel Sales, including deal registration, referrals, and lead distribution (also with distributors)
The details of what you need depend on your company, channel strategy, program maturity and partner base.
Another important element is being able to integrate your partner portal with your CRM, like HubSpot or Salesforce. Keeping your data up-to-date and synchronized saves tons of time and allows for better reporting.
Am I Ready For a Portal?
There’s no easy answer for every situation, but here are few thoughts:
- If you have a successful, growing channel program and are falling behind responding to partner requests, then YES. You probably needed a partner portal months ago.
- If you have a partner program that’s in its early stages, then your portal readiness depends a lot on your company’s commitment to the channel. Partner programs require investment. It takes effort to bring on new partners and train them, create program guides and marketing materials, and process deal registrations and MDF requests. A portal can help you manage and automate some of the work of running a partner program. But there needs to be an organization-wide commitment to the channel to be successful. Setting up a partner portal is not enough. Read more about staffing your program.
- If you’re launching a new program, do you get your partner portal and everything ready before you sign your first partner? Or do you workshop your channel processes with a few select partners until you figure out what works and then bring on software to scale? You’ll need to weigh the pros and cons with your team.
How Do You Pick a Partner Portal?
We’ve been working on this question for a while and have a number of handy resources for you, each with a brief summary:
- How to Choose the Best Portal for Your Team → Our step-by-step guide to picking the best partner portal with advice from several channel experts.
- Checklist for Buying a Channel Portal Software Solution → Everything to think about when purchasing a partner portal.
- What Is a Self-Service PRM? → Make sure your partner portal is easy to manage and doesn’t require lots of manpower to update.
- PRM cost: What you may be missing → Similar to the previous article, but viewed through the lens of costs.