Feb 7, 20231 min
Meet redesigned and expanded bi-directional 🤝 partner engagement hubs to help you grow your partnerships 3X easier and faster.
Sync with partners and track everything from one place - from pipeline updates to partnership journeys, shared content and communication.
Now it’s even easier to:
Create onboarding, training and other journeys for partners
Invite a partner with a Flow, so they land on a step-by-step journey
Track KPIs, commissions, target achievement, etc.
Exchange opp-ties, documents, set tasks
Track partner engagement and all communication history from one place
Watch 3 min walkthrough or learn more below.
📈 What's new?
More partnership KPIs
Pipeline, commission tracking, won opportunities, performance history and forecast
Expanded opportunity registration, approval and sync
Better opportunity registration interface, internal approval in 1 click and instant notifications on updates for both sides
Bi-directional opportunity sync with CRMs and import/export in 1 click, all while tracking channel conflict
Flows to onboard and train your partners
Fully customizable partner journey builder and tracker with best-in-class templates
Partner-side preview
Internal users can now switch in 1 click to see how your partner would interact from their side
Instant 1-2-1 and 1-to-many content sharing
All partner content is in one place, previewed in-app: YouTube, Loom videos, Notion, GDocs, Word docs, pdfs
Expanded milestones, tasks and notes
Tack key events or customer tickets and keep meeting notes in one place
Chat with your partner and track history of all updates and communication in the same hubs
Prefer a quick demo - grab 15 min here or