PRM Solutions
Solutions for Partner Management
Solutions for Partner Engagement
👆 Use the buttons above to explore the Solutions to the challenges you're facing
What are the Solutions you'll find here?
These are categories of solutions to common partner management challenges that Magentrix PRM can help address.
Each Solution group describes the features we have in our platform that can help you solve for these challenges – and each feature description here tells you not exactly what the feature is but how it can actually help you solve for the challenge its categorized under.
Features that are found under multiple Solutions
If you see a feature listed in multiple solution categories, it just means it can help with more than one challenge. Each category includes a customized description, detailing how the feature supports that specific Solution.
Learn more about what the features are
To learn more about what each feature that is categorized under each Solution here actually is, check out our PRM Features page. (If you're interested in Deal Management, that has its own dedicated Feature page.)
Ontology of Solutions: Fereshta Nouri
Streamline partner processes & admin
The following are the PRM features and sub-features (which are smaller features within a main feature) that streamline and automate your partner management processes, workflows and administrative work – thereby, helping you solve for the challenges of partner operations. There are other features besides what's listed here but these are the ones that will make the biggest impact.
Automation
Automate actions with workflows (e.g. email alerts, record updates, task reminders, unread DMs, etc.)
Deal Management
Helps you automatically track and prevent multiple partners from claiming the same deal, reducing conflicts that spreadsheets or CRMs can’t manage effectively. Provides up-to-date insights into partner performance and deal progress – you get more detailed visibility without putting in the work of manually tracking the deals (via calls, emails, etc.) Automates deal-related tasks, such as lead assignment, notifications, and approvals.
AI Deal Registration
Partners can register a lead in the portal without logging in - they just have to send an email to the portal. Uses ChatGPT Assistants AI.
Partner Attribution
These referral links for deal registration help streamline your partner attribution process by tracking referral data (without cookies). It stores partner attribution data with the rest of your deal data. And it may even serve as a replacement for third-party tracking methods.
Partner Payout
Automates commission tracking and payments to partners so that you no longer need to keep track of who needs to get paid and manually send them a payment.
Channel Manager Dashboard
Helps you keep track of data, with detailed insights on:
partner pipeline, partner engagement metrics, and the extent of your partner coverage.
Analytics, Reports, Dashboards
Makes it easier for you to get up-to-date insights into partner performance, deal progress, and overall program health. The data collection and visualization allows you to track KPIs, identify trends, and make data-driven decisions. Also makes your reporting efforts a breeze while making your partners quite ecstatic for the data visibility they previously didn't have.
Joint Business Planning
Streamlines administrative work by providing a structured framework for aligning business goals, tracking progress, and managing mutual commitments. It centralizes key metrics, timelines, and strategies, making it easier to coordinate efforts, share insights, and ensure accountability between both parties. This reduces manual coordination, improves transparency, and ensures both the vendor and partner are working toward shared objectives.
Partner Journeys
By guiding partners through predefined tasks with a step-by-step framework for a partner's to-do list in the portal, building journeys provides clear visibility into where each partner stands and reduces the need for manual tracking.
Useful for partner onboarding, training, or other activities.
Partner Self-Registration
Automating the first step of the onboarding process reduces administrative work for you and makes it faster for the partner to get onto the portal.
Deal Exclusivity Tracking
Ensures deals are properly assigned and protected for specific partners, thereby, helping you prevent overlap and channel conflicts. It also simplifies your administrative work by automating deal tracking, and gives you clear visibility into which partner owns each deal, leading to more efficient partner management.
Pipeline Summary Pages
Provides you and your partners with the visibility into deal progress, reducing the need for you to manually follow-up with each partner or for them to follow up with you.
These pages help automate updates, and keep partners informed, by centralizing deal information for easy access and management.
File-sharing & Content Management
Reduces administrative work for you by ensuring partners have quick access, to a centralized location, containing the latest resources – eliminating the need to follow up with partners to send them the latest collateral. The system lets you see which partners are looking at which documents. And version control helps you easily keep things updated without having to resend docs out a bunch of times and without having to update partners with a new link each time.
Surveys
Adding Surveys to Partner Journeys helps ensure getting the feedback you seek from partners and have them answer questions while you've already got their attention in the portal. Keeps the survey data in the PRM, making tracking partner activity and communications easier.
Role-based Record Sharing
Sharing specific records with defined sets of users can be useful for when you need to ensure that only relevant partners or teams have access to the necessary data. The targeted access this security measure provides improves efficiency, reduces confusion, safeguards sensitive information, and minimizes administrative overhead by avoiding unnecessary data-sharing.
Content-sharing Permissions
Makes it easy to grant access to specific users or user groups for particular resources meant only for them. You can assign access right from within the file.
*This is a sub-feature of the Partner Experience Segmentation feature
Partner Team Access Management
Empowering your partners to manage their own team's access to the parter portal saves you from having to track and manage all that yourself (all that being: new users at the partner organization needing access, or revoking permissions from users who are no longer at the organization, etc).
Partner Locator
Be able to check your partner coverage at a glance saves you time from having to manually check addresses of all partners to figure out what region they cover and tracking it in a sheet.
CRM Integrations
We provide the easiest to manage and quickest Salesforce CRM integration than any other PRM (our customers tell us this, we didn't come to this conclusion by ourselves). We also support similar CRM integrations with HubSpot and Microsoft Dynamics.
The way our SF integration was built, it takes you 5-8 minutes to set up the CRM connection in your PRM. Now that's a time saver considering how long the alternative PRMs take.
REST API or iPaaS
Gives you options for integrations:
Use our REST API to connect Magentrix to any other application by creating your own integration.
Or connect Magentrix to other applications via Zapier or Make.com
Hierarchal Visibility
Gives you greater control over sharing permissions for partners – in terms of the data that you make visible to various roles.
*This is a sub-feature of the Partner Experience Segmentation feature
Tools for communication & collaboration with partners
Social Feeds
Helps you keep your communications focused and makes it easier to reference details about the subject of your discussion from e.g. lead or opportunity records, documents, and more. Notifications for these communications helps you stay updated without logging back in to check in on the conversation.
Social Groups
Helps you create opportunities for partner collaboration by creating a partner community and facilitates open communication between partners.
Social Messaging
Provides another avenue for private communications between you and
Analytics, Reports, Dashboards
Helps communicate more transparently with partners by giving them up-to-date visibility into a variety of things such as deal statuses. Super handy for those weekly status update meetings with partners.
News Announcements
Ensures all partners receive timely information and reduces the need for scattered messaging.
*Uses the Articles feature.
FAQs
Offers partners instant access to common questions, reducing repetitive inquiries and improving efficiency for both partners and your partner management team.
Social Threads
Makes it easier and quicker to get the full picture when you need to discuss something that needs to be addressed in the partner portal or the admin side with your partner team. E.g. Need clarity on a lead? Start a conversation with another user right in the lead record.
Surveys
Implementing Surveys within the partner portal can make it easier to obtain partner feedback.
Idea Exchange
Creates opportunities for partner collaboration as they are enabled to share ideas and provide feedback to you.
Give partners the option to self-serve support
File-sharing & content management
Easy document filing and retrieval for partners. Enables them to search in one place for any files you've shared with them. Search function is enabled with OpenAI for refined results to partner queries.
Resource Collections
Helps partners find relevant information with each collection curated around specific topics – and in a variety of formats – without having to contact support.
Wikis
Organized, in-depth documentation enables partners to search for digestible answers by themselves and reduce dependency on your partner support team.
FAQs
Allows partners to instantly access answers to the most commonly asked questions.
Blogs
Enables partners to self-serve informative articles, such as best practices, written tutorials, how-tos, and explanations.
*Uses the Articles feature.
Knowledge Base
Partners can resolve their own issues by referring to the knowledge base - essentially a collection of articles that can help them find the knowledge they're seeking.
*Uses the Articles feature.
Help Documentation
A central repository for all support documentation, FAQs, training materials, and troubleshooting guides. Partners can easily access this information, reducing the need for one-on-one support calls or emails.
*Uses the Articles feature.
Global Search
Coming soon.
Case Management
Enables partner managers to centralize all support requests for partners. Allows for easier tracking of issues and resolutions. Case updates provides partners with visibility into the status of each case. Ticket deflection helps partners self-serve a resolution without submitting a support case.
A PRM built for scale – ready for you when you scale
The PRM features and sub-features that help your organization handle the challenges that you'll face as you need to scale your partner operations and other aspects of partner management.
REST API
The Magentrix REST API (which is public) allows for seamless integration with other systems, enabling automation of partner processes, easier data exchange, and customization of workflows. This helps you scale operations efficiently by integrating the PRM with other tools in your tech stack.
Marketplace, Partner Locator
Marketplace helps partners to reach a broader audience, streamline solution discovery, and create new opportunities. This encourages ecosystem growth and supports scalability by reducing manual coordination.
Partner Locator helps you keep track of your growing partner ecosystem's coverage around the globe.
Platform as a Service (PaaS)
As your growing partner ecosystem begins to have operational needs at scale, our platform's Developer Console allows you to go beyond the native capabilities of Magentrix by empowering you to create customizations, workflows, and tailor the platform to fit your specific partnership management needs.
*This is a feature most other PRMs do not have (except SF)
iPaaS Integrations
Zapier and Make.com allow you to connect Magentrix to other applications in your tech stack. Integrations to your PRM become very important as you scale your partner ecosystem.
(And for anything that cannot be connected via these iPaaS tools, you can use our REST API to create your own integration.)
Educate partners: train, share content, & enable
The PRM features and sub-features that help with onboarding, educating, training or otherwise enabling partners as well as getting them certified. Note: It doesn't mean that everything here is both for onboarding and enablement. Onboarding often includes enablement but still is usually still called out as its own challenge, separate to that of partner enablement alone. But because there's a lot of overlap, we've grouped these challenges together under one Solution.
Partner Self-Registration
Eliminates delays in the registration process with automated workflows that empower partners to independently start the process, on their own schedule, as they begin their journey with your partner portal.
Partner Training (LMS)
The structured training, certification, and educational resources are all easier to access and consume in the format our comprehensive LMS provides.
And all of the data is mapped across to the Contact and Account records in your CRM, whether that's Salesforce, HubSpot or MS Dynamics.
Document Management
This is basically a repository for files. Helps you with file-sharing and content management - making it easier to keep all your partner enablement materials accessible from one place and giving you visibility into which files partners are interacting with. The strong functionality of the search feature is especially useful for partners.
Wikis
Helps by organizing information in a more structured, navigable format. Wikis present interconnected content with clear hierarchies. This structure helps partners engage with complex or detailed enablement resources in a way that feels more intuitive.
Blogs, News, Knowledge Base
Helps enable partners by providing detailed, searchable articles that are focused on solving specific issues or answering questions.
*Uses the Articles feature.
Partner Journeys
Structured progression of phases and tasks help partners by mapping clear paths and ensuring partners know exactly what steps to follow for onboarding or tasks for other phases of their journey with you.
Resource Collections
Helps partners to have a collection of resources for them to consume in one designated location and makes the search for related collateral easier.
*Used with files uploaded in the Document Management feature.
Partner Engagement Pages
Lets you whip up custom pages (in 5 minutes) to display quick-access to only the most relevant resources and areas of the partner portal. Put a spotlight on all areas you want partners to go to complete training, or review other enablement materials. This targeted approach helps partners onboard more intuitively and access educational materials faster.
FAQs
For enablement, FAQs provide quick answers to common questions about processes, tools, or best practices, helping partners get up to speed faster.
For to-partner marketing and co-marketing
These are all the features within our PRM that can help you with your partner marketing efforts. Please note, while we do support basic features for partner marketing efforts, we do not have comprehensive feature set in this aspect. If you're looking for software that heavily focuses on supporting partner marketing, you may want to explore a different vendor.
Analytics, Reports, Dashboards
These insights allow you to track partner contributions, refine your partner marketing program, and ensure your marketing resources are being consumed. Also enables you to share data on campaign performance with partners.
Cobranding
Cobranded emails and collateral help partners by providing them with ready-made marketing assets tailored to their brand and your company. This boosts their marketing efforts with professional, consistent messaging while saving them time on content creation.Having this capability in a partner portal streamlines access to these resources, ensuring partners can easily download and personalize the materials as needed.
Market Development Funds (MDF)
Helps you get to market with partners faster as it lets you automate fund allocation, tracking, and reporting. It also makes it easier for your partners to submit funding requests, and manage approvals from a central hub. And, it enables you to easily monitor fund usage, ensuring compliance with goals while minimizing administrative effort. All this streamlines workflows, provides visibility into ROI, and helps partners focus on executing marketing campaigns rather than handling logistics.
Document Management
A place to keep all your partner marketing files. Easily link to a folder containing all your marketing-related documents for a specific partner or even create a Resource Collection out of it for them. Our search feature makes it easy to retrieve should a partner forget the location of a file.
Events
Serves as a place for you to manage all your partner marketing events.
Marketplace
Gives your partners a place to be discovered and broaden their market reach.
Gamify, incentivize and motivate partners
Rewards & Redemption
Rewards for achieving specific goals creates a sense of accomplishment and recognition in partners. This drives them to align their efforts with business objectives, as they see direct benefits for their contributions – motivating them to engage in more.
Gamification
Gamification motivates partners by fostering competition, rewarding achievements, and providing clear goals.
*Part of the Rewards & Redemption feature.
Storefronts
Provides a place for partners to make purchases with the rewards they've earned.
*Usually used with the Rewards & Redemption feature.
Pop-up Alerts
Being able to deliver message reminders, targeted to specific users (and other criteria options), can help push them to take the action you need them to take. Works especially well in combination with a rewards program.
Partner Engagement Pages
Highlighting relevant resources and other areas of the partner portal can serve as reminders for the user to complete the tasks (i.e. highlighting the rewards program leaderboard is a great way to motivate partners to get back in the game).
Partner engagement starts with the partner experience (PX)
Content-sharing Permissions
Improves the partner experience by automatically assigning them to only the resources that are meant for them and saving them time on searching for the right resources - resulting in happier partners who aren't confused about where to find what they need.
Role-based Record Sharing
Improves the partner experience by reducing the amount of time they spend on searching through unnecessary data and prevents confusion from seeing irrelevant information in the portal that isn't meant for them.
Custom Hubs
Helps you provide partners with a VIP partner experience as it enables you to create micro sites for select partners, customized to their own branding – giving them a more personalized experience.
Partner Engagement Pages
Partners find it very useful to have a homepage in the portal where they can go back to access common resources that are relevant to their needs - helping you personalize their experience.
Partner Journeys
Boy oh boy does this make the partner experience go much more smoothly! Instead of having lost partners upon logging in to the portal, set up a journey for them of what they should be accomplishing while they're in there.
Deal Status & Summary Pages
The data visibility gives your partners a much easier experience when they're in meetings with you analyzing their deals and seeking transparency into your data. Also saves them from having to ask you for deal updates all the time. This gives them the power to just access all this themselves.
Partner Team Access Management
Simplifies the partner experience by enabling partners to self-manage who from their team has access to the portal. You'll love this and partners will love you for it 💜
E-signature
Makes it easier for partners to sign contracts or other documents without having to leave the partner portal.
Multi-lingual & multi-currency partner portal
Partners really appreciate it when the partner portal is in their language and the currency matches what they deal with in their region. Helps you personalize the PX.
Single Sign-On
Eliminate the need for partners to manage multiple usernames and passwords. It offers convenience, saves time, reduces password fatigue, and minimizes login issues.
Global Search
Coming soon.
