When Keepit needed the technology foundation for its partner program, the company’s go-to-market systems team needed more than a basic partner portal.
The solution needed to integrate with Salesforce, support multiple partner workflows, remain manageable by internal administrators, and provide the flexibility to introduce additional processes as requirements evolved.
Keepit selected Channeltivity PRM and moved from pilot to a usable, Salesforce-integrated partner environment in approximately two to three weeks — with minimal developer involvement.
“That process probably took two to three weeks, and then we had a product we could actually use.”
What Did Keepit Need From Its PRM Platform?
For Keepit’s go-to-market systems team, implementation speed was important—but so were administrative control, Salesforce connectivity, and usability across the organization.
The platform needed to support partner onboarding and processes including deal registration, MDF management, and partner agreements, without turning the PRM implementation into a lengthy, resource-intensive IT initiative.
“It had to be easy to implement, easy to understand, and easy to adopt for all the sellers.”
Channeltivity’s administrator-controlled Salesforce integration allowed Keepit to connect the systems, map fields, and begin configuring partner workflows directly through the user interface.
The simplicity initially surprised the team.
“The simplicity was a bit too good to be true. You integrate Salesforce, map your fields, and then you are good to go. I thought that was probably a bit too simple. It turned out it was kind of like that.”
How Quickly Did Keepit Implement Channeltivity?
Keepit went from pilot to a usable, Salesforce-integrated Channeltivity PRM environment in approximately two to three weeks.
The team first used a pilot environment to understand the platform and determine how its partner processes should operate. Keepit then made the necessary Salesforce adjustments, connected the systems, and prepared the portal for launch.
Rather than requiring every process to be finalized before launch, Channeltivity provided an operational foundation that could be configured and expanded over time.
How Much Developer Involvement Was Required?
Keepit was able to launch and administer Channeltivity with minimal developer involvement.
The team had initially anticipated that implementing a PRM would require dedicated development resources, significant Salesforce administration, and an extensive onboarding effort.
Instead, most configuration could be handled directly within Channeltivity by administrators.
“You could pretty much have an administrator do all the work. It was not going to be a huge cost in manpower.”
Administrators could determine what information and modules partners should see, configure workflows, and publish changes without making every new requirement a development project or professional-services engagement.
Could Keepit Add New Partner Workflows Over Time?
Yes. Keepit introduced additional functionality progressively rather than attempting to deploy every partner process at once.
The company began with deal registration, then added MDF management and partner agreement workflows. Each additional module could be configured, tested, piloted, and launched independently—typically within two to three weeks.
That configurability allowed Keepit to establish structured processes as requirements emerged.
For example, MDF activities moved from informal conversations to a defined submission and approval workflow. Partner agreements could be issued, signed, and stored within Channeltivity, giving the team a centralized view of partner status rather than requiring users to reconcile information across disconnected systems.
How Did Channeltivity Support Keepit’s Salesforce Environment?
For an organization operating PRM alongside Salesforce, visibility into the integration was particularly valuable.
Channeltivity’s Salesforce integration logs allowed Keepit’s systems team to see not only that a synchronization had failed, but why.
The logs could identify issues such as duplicate records or Salesforce automations that had been triggered and point administrators toward the source of the problem.
“The integration log was massive. It gave our sellers visibility, so the first step of the investigation was already completed for us.”
That visibility reduced initial investigative work for the systems team, gave business users more information before escalating an issue, and helped make the integration easier to maintain after launch.
A Configurable PRM Foundation for Sophisticated Go-to-Market Organizations
Keepit’s experience demonstrates something important for organizations evaluating PRM technology: enterprise requirements do not necessarily have to translate into enterprise implementation complexity.
With Channeltivity, Keepit was able to establish a Salesforce-integrated partner environment quickly, administer much of the platform without dedicated development resources, and progressively introduce additional workflows as its operational requirements evolved.
For go-to-market systems, RevOps, and channel teams evaluating PRM platforms, that combination provides an alternative to implementations that require extensive development or professional-services involvement.
“Do a short pilot and see where you end up. I thought we were going to need a lot of manpower. Some of it seemed too easy to work—but it did.”
Channeltivity combines Salesforce integration, administrator-controlled configuration, and flexible partner workflows to support sophisticated partner operations without placing an unnecessary development burden on internal systems teams.