Partner portal
Partners see deals they registered, assets they can use, commissions owed and certification status.
Possibilities
Where this could go
Deal Registration And Pipeline Tracking
Partners log new leads directly into your Salesforce or HubSpot CRM to maintain clear ownership and visibility.
- Secure deal registration forms
- Real time pipeline status updates
- Automated conflict resolution checks
- Direct integration with your CRM
Commission Tracking And Certification Management
The portal displays earned payouts and required training modules so partners always know where they stand.
- Clear visibility into pending payouts
- Historical commission statements
- Progress bars for certification tiers
- Links to required training courses
Centralized Marketing Asset Distribution Hub
You can upload approved pitch decks and case studies for partners to download and use in their sales motions.
- Searchable library of sales collateral
- Version control for brand compliance
- Co branded template generation
- Usage tracking for marketing teams
Questions
Things people ask
Which CRM platforms can this portal connect to?
We build portals that integrate directly with major CRM systems like Salesforce and HubSpot. The portal uses their APIs to read and write deal data in real time.
How do partners access the marketing assets?
The portal includes a dedicated resource library. You upload files to a central database or cloud storage provider, and partners browse or search for the materials they need.
Can partners see commissions from past quarters?
Yes. The commission tracking module pulls historical payout data from your accounting software or partner management system. Partners can filter their earnings by date or specific deal.
How does the system handle deal registration conflicts?
When a partner submits a new deal, the system queries your CRM to check if the company or contact already exists. If a match is found, the portal alerts the partner and flags the submission for your internal review.
Do partners need to create a new username and password?
We can set up standalone authentication or integrate with single sign on providers. This allows partners to log in securely using their existing corporate credentials.
How are certification statuses updated in the portal?
The portal connects to your learning management system to pull course completion data. As partners finish required modules, their certification tier automatically updates on their dashboard.
Can we restrict certain assets to specific partner tiers?
The portal supports role based access control. You can tag specific assets or deal features so they are only visible to partners who have reached a certain certification level.
