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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

Description

Connect your sales team with partners who have successfully converted their prospects to gain introductions, insights, or strategic recommendations. Top-performing sales professionals excel at utilizing their network to accelerate their sales processes and increase their closing rates. Utilizing your partners to finalize deals is now simpler than ever, offering a straightforward approach that yields significant benefits with minimal effort. With actionable data readily available, you can discover new leads and expedite your deal closures through your partnerships. Say goodbye to the cumbersome task of manually tracking sourced and influenced deals with underutilized fields in your CRM. Move beyond just identifying sourced or influenced deals; gain a clear understanding of how each partner contributed to the outcome, allowing for a detailed analysis of their influence. Additionally, assess which partners are providing the most value to your team to make informed decisions about where to allocate your efforts effectively. This strategic alignment can ultimately lead to even greater success in your sales endeavors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Demandbase No 
Google Chrome No 
HubSpot Customer Platform No 
Slack No 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Demandbase Yes 
Google Chrome Yes 
HubSpot Customer Platform Yes 
Slack Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PartnerBoard

Country

United States

Website

www.partnerboard.io

Vendor Details

Company Name

Partnered

Country

United States

Website

partnered.com

Product Features

Affiliate

Affiliate Management No 
Affiliate Tracking No 
Banner Management No 
Commission Management No 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication No 
Fraud Detection No 
Multi Level Marketing (MLM) No 
Multi-Language No 
Social Sharing No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

Alternatives

Alternatives

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