Partner Management Features

Deal Registration: Partners can log into the portal to register deals the usual way, or, they can send you the lead data in an email and upon pressing "send", AI will register the lead in the portal for them (powered with OpenAI). Gain insights into channel performance with key metrics for partner leads, opportunities and any other data entity. Create reports and dashboards for analytics and all your most important metrics.

Empower partners to update opportunities (deal size, expected close date, deal stage, etc.). Partners will love you for the data visibility, transparency into deals and the freedom to contribute updates without your help.

Get an in-depth view of your channel sales, partner activity in the portal, a view of where you have partner coverage, partner performance analytics, insights on leads generated, and deal tracking.

Share files with partners and manage your partner content. Store and organize documents: marketing collateral, product guides, training materials, and sales presentations. Powerful search capabilities, and collaboration tools. Supported file formats: PDFs, Word docs, Excel sheets, PowerPoint, images, email templates, links, bookmarks, video, audio, and code snippets.

Pay commission, referral fees, SPIFFs, or other monetary rewards. Partners can choose their preferred payment method and update their profile with their bank details. Other capabilities: Payment statuses can be tracked. Magentrix validates partner bank details to ensure payment receipt. Commission or reward is automatically calculated and your team is notified. Partners also get notified about their impending reward.

A gallery of combined resources. For example, training a new partner can require articles, documents, and courses to be reviewed – it's convenient for the partner to access them as a collection.

Courses can consist of chapters, each containing lessons or quizzes, which can be in various formats such as video files, YouTube or Vimeo videos, PDFs, PowerPoint, or Word files. Lessons are uploaded in TinCan (XAPI) format, generated from popular course authoring tools like Adobe Captivate or Articulate Storyline. Define course access, due dates, language, order of lessons and quizzes.

Get analytics and reports on course activity and more.

When new partners are ready to join the portal, give them the ability to register themselves. Speeds up initiation of the partner onboarding process.

Custom-make CMS-style pages for specific groups of users, displaying all the elements and tools they may need to stay up-to-date and engaged. Design distinct pages for partners. Each page can be tailored by selecting which resources, training materials, and tools, to display – ensuring a smooth onboarding process aligned with each partner's role. Pages can be shared individually or with auto-segmented groups.

Use articles to enable partners with the information they need – whether that's help documentation, product updates, announcements, blogs, news, a knowledge base for partners to self-serve support, etc.
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Analytics are available in 2 ways in Magentrix: with Reports & Dashboards and built-in, feature analytics.

Reports & Dashboards: Build these for yourself or your partners – or give them the flexibility to create their own.

Features with built-in analytics for admins: Deal Management, Training (LMS), Document Management, Business Planning, Articles, Wikis, Playbooks, Rewards & Redemption, Partner Payouts, Pop-up Alerts, Surveys, Marketplace, Partner Journeys

Set and track quarterly objectives in collaboration with your partners.

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A place for partners to manage their marketing initiatives with you, from application submission to review and approval, to managing expenses and processing payouts. Provides transparency and simplifies the process of requesting, approving, tracking, and analyzing market development funds.

Points can be awarded for partner’s activities. Gamification badges and leaderboards can be set up for the reward programs. Partners can redeem points via the partner portal's eCommerce store (works with the Magentrix Storefront feature), gift cards (TangoCard integration) or cash rewards (available in multi-currency).

Examples of details you can define: Program audience, reward settings, points accumulation settings, program levels, enable or disable gamification, badge expiry, program expiry, etc.
Examples of what partners can receive points for: logging in, completing a course, registering a deal, etc.

Generate unique referral links for deal registration. Create one for each partner to track their marketing activities. Efficiently manage partner referrals, and ensure accurate attribution for sign-ups. Example referral link (it takes you to an example registration form)

Note: This is a sub-feature of the Deal Management feature. It's one of the 4 ways partners can register leads in the partner portal.

Allow customers (and partners) to search for your partners based on their specific needs with criteria such as location, competencies, services offered, or industry focus.

Showcase partners in a public directory. This visibility provides partners with exposure to new potential customers. Listings can include detailed information about the products and services offered. Multiple marketplaces can be created (e.g. for specific audiences or product categories).

Co-brand marketing assets and emails. Prepare a pdf, word file or email template and allow partners to upload their logo and company details. This ensures all materials are aligned with the partner's organization's branding.

Social media-style messaging throughout the partner portal for focused communications with partners or employees.

Social Groups: Facilitate community-building by letting users form, join, and manage groups.

Social Threads: Social media feed-style threads for communicating with partners directly from lead records, contacts, opportunities, documents, and more.

Social Feeds: Subscribe to updates on social activity by following users of your choice – delivered in a feed format.

Social Messaging (DMs): Send messages to other users in a private, one-on-one conversation.

Design & track partner journeys. Distinct phases and steps for structured progression. Create different user journeys as task lists to provide a clear path for partners to follow, such as onboarding or ongoing tasks.

Provide structured and comprehensive resources, for partners, in the form of wiki pages. Create wikis for technical references or guides, or any topics partners need help navigating.

Reduce time spent on supporting partners, with answers to commonly asked questions. Enable partners to find the answers independently – and faster.

Image or video pop-up messages in the partner portal. Spread awareness for new information, drive engagement, or any other actions. Ideal for cookie policies, GDPR, announcements, training reminders, event reminders, new collateral uploads, etc.

Partners can register for webinars, trade shows, partner summits, etc. Invite all or specific groups of users. Events can be categorized into types. Listings include location maps (for the venue), listing image, and tile image.

Ecommerce stores to sell your product to partners. Accepted forms of payment include credit card and rewards redemption with points if the partner is participating in a rewards program in the portal. Collect payments with Stripe, Authorize.NET, Paypal Express Checkout or Moneris.

Design UI themes for your partner portal that you can manage yourself. Magentrix lets you DIY with a design editor – no need to touch any code. Select from existing themes and customize it to your liking. Create variations of themes for different purposes (e.g. keep branding current with recent events, holidays) or just to refresh your portal’s look and feel.

A nicely themed partner portal can enhance the partner UX by making it easier to navigate.

A place for partners to share ideas. Ideas can be posted, voted on, liked, and its progress can be tracked. Can be shared with different users based on their roles with varying access levels.

Create surveys. Assess & gauge partner sentiment and feedback – use the answers to improve the partner experience. Based on the user's rating, subsequent questions can be asked to collect additional feedback, categorized into Detractors, Passive, or Promoters.

Share specific records with defined sets of users. Four types of roles available: Employee, Partner, and Guest roles.

Employee roles: portal administrator, content publisher, channel sales manager, etc. Employee roles allow certain administrative tasks such as document management and LMS management.

Partner roles: You can restrict their access to CRM data, ensuring they don't see other partner's data.

Guest roles: Designed for public access control.

Segment partners into subgroups. Facilitate content sharing, course assignments, and special permissions management.

Create tailored micro sites for specific user groups (e.g. partner-branded portals for employees of partner organizations). Each custom hub operates independently, with its own custom domain, distinct member login access, and individual management capabilities.

Empowers your partners to manage the access permissions for their own team to the partner portal. They can invite new users or revoke permissions from old users.

Manages contracts, agreements or any partner document that requires an e-Signature right from within the partner portal. Integrations with various e-signature services, including AdobeSign, YouSign, and DocuSign.

The Magentrix platform can be configured to operate in several languages: English, French, German, Italian, Portuguese, Russian, Spanish, Simplified Chinese, Japanese. Works with associated features only.

Magentrix allows for the addition of multiple currencies that are displayed based on a partner's locale settings. This means that partners from different regions can see currency values in their preferred currency format.

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Magentrix uses industry-leading security measures, including 2-factor authentication (2FA), session management, single sign-on (SSO) with SAML 2.0 (and Google, Facebook, X, LinkedIn), CORS, domain whitelisting, comprehensive audits, and detailed reports - just to name a few.

Magentrix's API is public. Provides a robust REST API for integrating with the Magentrix platform. Most of the competition allows you to access a limited subset of object data – if you can access it at all. While Magentrix allows you to access everything so you can customize what you need, to scale your partner ecosystem.

If a software allows you to customize it in ways that go beyond what's out of the box, you're looking at a platform as a service (PaaS) – this is what Magentrix is, and our Developer Console is how you get it done. We allow you to extend the platform.

Why is this useful?

To "extend a platform" means to enhance, expand, or customize a software platform's capabilities beyond its original or out-of-the-box features. Develop and integrate additional functionalities, modules, custom applications, web-hooks, and triggers or tools that work within the existing framework of the platform.

With a PaaS-based PRM, you have the power to better meet specific partners' needs, integrate the PRM with other systems, or support unique partner processes that the original platform might not fully accommodate.

Automated actions. Possible actions include: 

• Configuring email alerts 
• Specifying users to follow records and receive updates 
• Sending Magentrix instant messaging to users or groups 
• Creating automated task reminders

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