Partner Account Management

The effective support of your business partners can significantly impact revenue growth and customer retention.

Webinfinity provides partner account managers with workspaces enabling the effective management of partner relationships at scale:

  • Creation of tailored partner content and communications for any type of partner or user in any region or language
  • Ability to manage partner onboarding and nurturing throughout their lifecycle
  • Management of partner profile, users, roles and permissions enabling the easy identification of new organizations and contacts
  • Tracking of key partner engagement and performance metrics in one place

Use Cases

Ribbon

Engagement Hub

As an acquisition company that delivers intelligent, secure, embedded real-time communications, Ribbon was looking for a way to consolidate their partner experiences through a single system unified partner portal experience, with real-time connectivity to Salesforce CRM.


Challenge

  • Consolidation of inherited portals into one unified platform for partners
  • Provide a system with a great user experience for partners
  • Seamlessly link partners to other tools and systems

Solution

  • Creation of a portal that provides unique experiences for the different users through a single, easy to use, responsive interface
  • Full integration of Salesforce CRM for accounts, contacts, deal registration, lead distribution, and opportunity management
  • Provision of a single view that is flexible to accommodate more capabilities/integration over time

Ribbon Screenshot

Results

Kenna Security

Partner Enablement Hub

The fast paced and competitive security industry requires a portal that is easy for the administrators to manage and for partners to use. A growing global partner network required a portal that would integrate to Salesforce CRM to manage deals and give partners visibility to opportunities. Additionally, Kenna Security required a system that was flexible to support content needs across geographies.


Challenge

Needed to support a nascent partner program that was being defined, growing and changing rapidly

  • Needed a solution that could scale with the growth of the business and the partner program
  • Needed a system that had the flexibility to support content needs across geographies

Solution

  • Configuration of high impact, on-brand portal for partner community
  • Full integration of Salesforce CRM for account and deal/opportunity management
  • Secure delivery of partner enablement content to assist partner sales efforts
  • Provide strategic partners a unique experience with content designed for the relationship

Kenna Security Screenshot

Results

  • Successful rollout of phase one and continued partner growth post launch
  • Increased numbers of sessions by partner users month over month

Squirrels

Squirrels Partner Engagement Portal

Squirrels enterprise-class wireless screen mirroring and streaming software provides wireless collaboration technology for homes, schools, and businesses.


Challenge

  • Offer a partner engagement platform that effectively supported its channel development efforts and could scale with the growth of the partner program
  • Flexibility to deliver personalized experiences across multiple user types and geographies
  • Ease of administration to help alleviate demand on existing resources

Solution

  • The Webinfinity-powered Engagement Automation Engine provides Squirrels with a flexible and easy-to-use business connection to its diverse partner network
  • 2-way integration with the Squirrels Salesforce CRM for accounts, contacts, deal registration and opportunity management
  • Intuitive navigation makes it easy for visitors to find what they need – when they need it
  • A unique program manager can easily curate relevant content for all portal users

Squirrels Screenshot

Results

The Squirrels partner portal experience will help expand the company’s footprint into new markets and bring enterprise screen mirroring and digital signage technology to more people across the globe.

OIT

Partner Portal

OIT LLC is a powerhouse service-first organization providing Unified Communications services to businesses across a variety of industries. The company is strongly partner focused, investing heavily in channel and white label programs to ensure their partners’ success in delivering Unified Communications strategies and solutions to their clients.


Challenge

  • Deliver personalized experiences to individual partners to enable them to be more effective with clients
  • Enable a streamlined and frictionless experience for onboarding, training certification, deal registration, and other applications
  • Improve tracking of partner engagement with the company

Solution

  • A personalized partner portal powered by the Webinfinity Engagement Automation Engine
  • Bi-directional integration with Salesforce CRM system for partner deal registration and opportunity management; embedded interfaces to other applications required for partner success
  • In-app analytics to track partner engagement through the portal
  • Enablement of delivering curated experiences to individual partners, groups of specific partner types, in specific geographic regions

OIT Screenshot

Results

  • Dramatic engagement by partner users since launch demonstrates the portal efficiency and adoption throughout the partner ecosystem
  • Additional refinement post-launch will continue

Coralogix

Coralogix Partner Engagement Portal

Coralogix’s log management and observability platform utilizes a machine-learning engine that enables enterprise DevOps teams to improve stability and accelerate version delivery without paying for routine system-generated noise.


Challenge

  • Build a partner engagement platform that was easy to maintain and update
  • Establish a web-based business environment that can enable frictionless interaction with its partner network
  • Provide a one-stop resource for business transactions, education, and resources to support sales growth

Solution

  • The Webinfinity-powered Engagement Automation Engine will provide Coralogix with a flexible and easy-to-use business connection to its partner network
  • Roles-based segmentation of content ensures appropriate visibility to critical sales enablement materials
  • Intuitive navigation makes it easy for visitors to find what they need – when they need it

Coralogix Screenshot

Results

The Coralogix partner experience is currently in production and will be launched very soon.

Everbridge

Partner Hub

Everbridge is in the business of keeping all of us safe. With its software solutions, Everbridge helps to manage critical events for 5,300+ customers globally, reaching more than 600 million people in over 200 countries and territories.


Challenge

To deliver a personalized experience for every Everbridge partner, relevant to who they are, what they are selling, and where they are in the sales lifecycle.

Solution

  • A streamlined portal enabling visibility and easy access to Everbridge resources
  • A Sales Hub with all relevant sales resources for partner sales resps
  • Bi-directional integration with the Everbridge Salesforce CRM for deal registration and opportunity management
  • A Technical Hub for technical teams to quickly get help; access resources needed for pre- and post-sales technical support
  • A Marketing Hub to support partner marketing and sales teams with campaigns and marketing resources

Everbridge Screenshot

Results

The Everbridge partner portal is just launching but with plans to add new functionality and application connectors to support a scaling partner program.

Titus

Partner Hub

Titus is a leader in providing solutions that enable businesses to accelerate their adoption of data protection. The company’s products enable organizations to discover, classify, protect, analyze and share information. They were looking for a way to engage with their partners through a single system, directly connected to Salesforce CRM.


Challenge

  • Rapidly grow partners over the next few years
  • Provide a system which is simple and easy with a great user experience for partners
  • Seamlessly onboard partners and link them to other tools and systems through SSO

Solution

  • Creation of a portal that provides unique experiences for the different users through a single, easy to use, responsive interface
  • Full integration of Salesforce CRM for accounts, contacts, deal registration, lead distribution, and opportunity management
  • Provision of a single view that is flexible to accommodate more capabilities/integration over time, with SSO authentication, enabling access to key systems such as the Saleshood learning management system
  • QuickStart home page accompanied with hubs curated for sales, marketing and technical job roles

Titus Screenshot

Results

The Titus portal has recently launched, however the company is expecting to be able to significantly improve its support of its partners.