Adam Suissa
Hey, Adam here head of Powtoon Partners, a UK Company (I am from London) but based out in TLV. Would love to connect with anyone interested in tech partnerships or re-sellers/VAR relationships and new opp's I have just launched.
Sunir Shah
Are you looking for VARs or to talk with others about their programs?
Adam Suissa
Hi Sunir nice to connect, VARs/Introducers.
Kate Katz
Hi All, joining this group on behalf of Onit, a LegalTech and BPA company out of Houston. Looking forward to learning and sharing thoughts on strategic partnerships and channel partner best practice :)
Evan Radisic
Welcome Kate simple_smile
Sagul Ameed
Hi all, Myself Sagul from Kissflow, We are a modern Digital BPM and Workflow automation SaaS company. We are aggressively expanding our business across the globe and have grown exponentially, with 10000+ customers using our platform.

We are actively looking for expert Resellers/ Distributors who could grow our business together with a localized approach and capture new revenue and business opportunities. Let me know if our synergies meet smiley
Sunir Shah
@channel Welcome to the NEW channel partnerships channel for all things service / agency / solution channel partnerships. There are two rules if you’re joining.

1. Quickly introduce yourself and ask one question that you need help with it. 2. Answer on question someone has already posted. boom We’re all on a team together. :)
Nicole Parlapiano
Hi All, joining on behalf of Yext's search experience cloud. Would love insight on how Partner Account Managers set revenue goals for new partners. Looking forward to connecting with everyone!
Jason Breed
Hey @Nicole Parlapiano - 2 schools of thought that I have run across. 1. Set goal across the board that every partner will generate X pipe and Y bookings per (quarter/year). This might have to be T-shirt sized if your partners sizes differ widely. and 2. you manage a partner base that maps to a target. So assume $1M pipe and $250k Bookings is your overall corp target. avg deal size is $50k. You will need 20 deals in Pipe - Working backwards, how many can you get from each partner then decide if you need more Partners to cover your Targets.
John Howorth
Hey Everyone wave - new to partnerships and tackling our channel and solution partner strategy at Productboard. For those unfamiliar, Productboard is dedicated product management solution helping teams build digital products that meet customer needs.

My one question for the group - what are some of the ways you’ve successfully got your sales team comfortable with leveraging and recommending partner/channel services?
Robert Rand
This has actually been a tough challenge for me. There are two reasons that our sales team will be excited to learn about and recommend a partner: 1. The partner has something unique to offer that clients are asking for. 2. The partner is swapping leads with the sales team, making it a good use of their time. 3. What the partner is offering will make it easier for our sales team to close a sale (or for us to keep a client happy once the sale is closed). Aside from directly communicating, and setting up Slack channels, we used to do some lunch and learns with partners to help our customer-facing team learn more about them. However, these days, we usually just invite them on our podcast which our team consumes when it's convenient. I have had partners offer spiffs to our team (some form of referral bonus or gift given to the sales team members if a lead or sale is generated), but I haven't had as much luck with that. Our sales team is good at the long-game, but if something isn't going to eventually impact our MRR, it's tough to get them to invest much time.
Shannon K. Murphy
Great question and valid pts by Robert.

I'm not a partnerships expert either but something I did with one of my first programs focused on sales enablement...

1. We administered a survey to the sales team on their current knowledge of the partner product and how comfortable they were selling it. 2. Met with sales and customer success leaders to interview them and find out what they felt they needed to sell better 3. Took all this information and created a hub broken up into "know it" / "integrate it" / "sell it"

"Know it" would have video overviews whereas "integrate it" might have slides they could easily pull into their demos specific to this partner and "sell it" was mostly focused on "pass alongs" they could share with prospects and integrate into their email cadence. Infosheets, bookmarked blogs (often from third party) + a pre-call refresher deck for any time they needed a quick reminder on value statements before the call.

I'm not sure if they ended up happening but we also planned for sales roundtables so that the team could share advice and connect directly with the Founder of the Partner product.

LMK if you have any questions @John Howorth
Sarfaraz Rydhan
One thing that has helped me on this topic is getting better at identifying where each partner fits in with my sales stages. Not all partners fit with my AEs in early stages of deals. I’ve learned that some partners are better fit for my Customer Success Managers (post-sales) because those tools get adopted after we’ve already won a deal.

That’s reduced friction in trying to get AEs to use partners that just weren’t a fit, also added more value for the CSMs
Robert Rand
Hey All! I'm a part of the JetRails team. We provide mission-critical web hosting services. I'm wondering if anyone has been wowed by any partner gift/swag ideas this year?
Jens Van Dyck
We’ve used Loop&Tie in the past and our partners were super happy simple_smile
Sunir Shah
@channel Good morning! A friendly reminder of our two rules to get the party started. If you’re reading this, you’ve got 5 minutes to get it done. :)

1. Quickly introduce yourself and ask one question that you need help with it. 2. Answer on question someone has already posted. boom We’re all on a team together. :)
Marne Reed
Good morning All. I head up all things partnerships at PFL Tech. We integrate into marketing and sales campaigns to automate the send of swag and direct mail leveraging intent data in digital marketing channels. My question is similar to @John Howorth, how everyone is scaling partnerships internally through the entire buyers journey?
Marne Reed
@Robert Rand My company handles all things swag. One of my favorite items are ones that can be used for working from home. One of my partners sent a partner welcome kit that had a branded wireless charging pad and a phone holder to prop your phone on your desk. Loved it!
Emily Breuninger
wave Morning all! I head up Channel Partnerships at Zapier- focused on our Experts program for now (working with agencies and consultants who act as implementation specialists for Zapier users). We’re in the process of rebranding the program+certification+product experience for our Experts and would love to talk to anyone who has a product experience for their agency channel. (Agency accounts with account management, specifically!) Looking forward to chatting more with y’all!
Sunir Shah
Hi Emily, I’m not sure what you’re asking for. What do you mean by product experience for an agency channel?
Curtis Davey
hello
Curtis Davey
Hello All, @Sunir Shah Loving the concept of these new channels. Kudos on your continued great work to bring the community together.
Sunir Shah
My pleasure!
Sunir Shah
please chip-in by replying to someone else’s question with an answer. That’s the way this game works… My evil plan: Set the expectation we can help each other, and then you’ll get helped in return.
Curtis Davey
I'm the Partnerships Manager for NiceJob, a reputation marketing platform. We work with digital and local marketing agencies as well as ISVs, business consultants/coaches and anyone else who would like to help their clients adopt a comprehensive strategy and process to gain more online reviews and grow their company by using their great reputation to attract new leads and sales. Send me a DM if you'd like to learn more.
Sunir Shah
I’m keen to organize another Agency Connect virtual cocktail event like we did in 2020Q4, which was wildly successful. INBOUND is virtual again. I think as a group we aim to run 2-4 more this year.

5x$2k/sponsor targeting 200 a party would cover it.

If you’re interested, reply to this.
Cory Snyder
Hey Everyone! Cory Snyder, I run partnerships and revenue for Maropost’s platforms which include Maropost Marketing Cloud, Neto, Jetsend and InboxAware. Launched 3 of those partner programs in the last 5 months. My issues right now are mostly around owning 4 partner programs and revenue growth for 4 platforms with 5 people haha!

Know anyone solid enterprise sales reps or partner managers in the EU that are looking?
Aner Shachar
Hey folks - I'm the Director, Channel programs @ Alida. We focus on providing our customer with tech forward solutions to collect and gather feedback! I was wondering if anyone had any playbooks or resources around contract renewals in the partner/indirect channel. We are looking to build something out at Alida around how best to handle renewals on accounts that are owned by partners, and it would be great to have a good jumping off point. Thanks for the help!
Dan O’Leary
Hi @Aner Shachar nothing formal to share other than some best practices. I like to align a renewal manager to a partner to oversee their renewal portfolio, in addition to a partner manager. One other tip - make sure you "own" the renewal, get a joint success plan and clear SLAs with the partner on things like key renewal dates, and when you start outreach
Dan O’Leary
it's something that benefits from deep operational oversight which often means working with fewer resellers, likely a lot fewer with greater volumes
Sunir Shah
@channel Your daily reminder. Two rules.

1. Introduce yourself and ask a question about some challenge you’re facing now 2. Then go, reply, and answer someone else’s question. The best way to make sure you can get answers to your questions is to… answer someone else’s question.

boom That’s how we’re building a team!
Cory Snyder
you got it dude
Ben Astin
Hi Everyone. My name is Ben Astin. I’m the Director of Partnerships at ShoppingGives working with technology and agency partners. We help brands give back through their customers…increasing AOV and LTV…and creating impact!

Question: What’s your best advice/process/tip/strategy to get an intro meeting with a marketing or dev agency?
John Howorth
In trying to land the intro meetings, a couple things I would recommend: 1. Always a fan of finding a customer story they have, and relating that back to what you do, and how you could help them expand what they do. 2. I’ve been using video messages more as the medium for my reach outs. My take on them is that they are more personal, as well as help you stand out from the wild amount of spammy messages out there these days. Loom.com is my go-to
Sunir Shah
@channel Your daily reminder. Two rules.

1. Introduce yourself and ask a question about some challenge you’re facing now 2. Then go, reply, and answer someone else’s question. The best way to make sure you can get answers to your questions is to… answer someone else’s question.

If you haven’t done these 2 things yet, get on it before the weekend.

boom That’s how we’re building a team!
Shannon K. Murphy
Hi all, Shannon here, I run a marketing consultancy, Shine Content, but I am here looking for recommendations for a client. Their platform makes it easy for IT Channel Partners/MSPs to manage all their sales activities in one place. The marketing team is small and still learning. So many of the recommendations I'm making are either sorted into a list of shifting priorities or require a lot of hand-holding. Thus, for a large overhaul on their website, I'd like to contract out. We need a dynamite agency that can overhaul the site, understands SEO (_*really*_ understands SEO), and preferably knows the IT Persona we are targeting. Any recommendations based upon those you've worked with would be extremely helpful.
Jason Breed
hey Shannon I have a lot of agencies I could recommend - they all deeply understand web and SEO. industry, tech integration, design chops, location, etc are all questions that would help me narrow down for you. should we jump on a quick call?
Sunir Shah
@channel Your reminder this week. We have two rules which are key to get the vibe going!

1. Introduce yourself and ask a question about some challenge you’re facing now 2. Then go, reply, and answer someone else’s question. The best way to make sure you can get answers to your questions is to… answer someone else’s question.

boom That’s how we’re building a team!
Jens Van Dyck
waveHi Folks! Jens Van Dyck here. I started a new gig leading channel partnerships at Paubox. We do email encryption for healthcare.

Question: Has anyone structured their SFDC environment effectively to manage both partners and their opps?
Evan Radisic
Congrats on the new gig!
Aner Shachar
I've done it in the past but now we are using a PRM to help support. The question is whether the partner sales process aligns with the current sales process at Paubox. If they do, you can likely add some information in the opportunity type that identifies it as a partner generated opp. If they are vastly different, you may need to build a new Opp workflow into SFDC to accommodate it - have you looked into a PRM?
Norma Watenpaugh
Aner, I've seen companies spend millions of dollars to get a workable PRM out of Salesforce.
Norma Watenpaugh
I recommend you look at some of the PRMs. Most can offer a small scale version. Attaching the Forrester Wave study on PRM's. I've worked with Impartner; they have a 'starter' kit which runs on AppExchange.
Jens Van Dyck
pray Thank you, Norma and Aner! We actually build a reseller dashboard for our partners where they can purchase licenses + provision accounts. In terms of managing partners, I just use SF and mark them as “partner”. SF and our backend aren’t integrated at this point so I have to make manual entries when a partner allocates licenses to a certain customer.
Jens Van Dyck
PRM might be a bit of a stretch _until_ we 4x our partner-sourced rev
Dan O’Leary
@Jens Van Dyck I did this with Salesforce PRM recently which allows partners to be CRM users, but the costs are no joke. Currently I'm seeing what my Allbound platform can do in this area, hoping to have more to share later in the summer
Gonzalo de Caralt
Hi @Jens Van Dyck, I agree with all comments above. I tried using the SFDC partner portal functionality and it worked out to a certain extent (again depends on your sales process compared to the partner's), there are ways to go around the expensive licensing costs of having all your partners access, but you need a top of notch salesops team to do all the tweaks in SFDC. I recommend taking a look at the new PRM tools, some are not that expensive and connect seamlessly to SFDC, having that unconnected reseller dashboard is going to cause you many headaches down the line! Cheers g
Sunir Shah
@channel Y’all have been fire jumping in and answering questions. There are 2 unanswered questions if you have 5 minutes to answer one of them:

@Marne Reed asked, “how everyone is scaling partnerships internally through the entire buyers journey?” https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1620225052031600

@Aner Shachar asked, “I was wondering if anyone had any playbooks or resources around contract renewals in the partner/indirect channel.” https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1620316505050600
Abdus Muwwakkil
Abdus Muwwakkil here heading Partnerships at Thinknum Alternative Data and KgBase. Curious if anyone is building partnerships with government, would love to hear how anyone is winning contracts, bidding for them, or engaging partners to do so.
Dan O’Leary
Hi @Abdus Muwwakkil at Box, we've been really successful in our partnership with Carahsoft. They are on a ton of federal and state contracts, and buyers are very used to procuring through them
Dan O’Leary
I have gotten a number of my SI and Resellers setup with Carahsoft to sell with and sell through, so they take a small cut but in practice it's totally worth it
Abdus Muwwakkil
Actually just set up a meeting with them for this month so great to hear
Norma Watenpaugh
Hi Abdus, My 2 cents from having worked and supported government markets (US Fed, SLED) for many years off and on. It's a highly specialized vertical. The contracting and bidding processes can be complex. My advice is that unless you have a seasoned Government Biz Dev person to lead the charge, then go through partners. Even then, it is advisable to have a seasoned Government Biz Dev person to work with the partners and translate back to the company what will be needed so support them. There are a couple of Disty's (Carasoft and DHL come to mind) that can help and perhaps contract for you for GSA business. Again, advise that if you are serious about this segment (and it can be very profitable) that you bring the expertise on board to go after it. N
Swapnil Rathod
Hey folks. I am the Product Marketing Manager at CallHippo, a Business Phone System provider. We are actively working on Partnerships and Integration program with other apps which also includes multiple co-marketing activities. Currently we are partnered with more than 85 popular apps. The biggest challenge right now is to get listed in the partner marketplace even after successful integration as there is no reply once the integration is done. Can someone share their expertise which will help us?
Dan O’Leary
Hi @Swapnil Rathod, do you mean getting CallHippo listed in the app store for let's say Slack?

One hack - if they won't list you, create your own "listing" as a landing page on your site with at least the same information. And SEO the heck out of is so that when people search for the product name + VOIP you come up
Swapnil Rathod
That is really a superb suggestion... will get it implemented asap. Thanks for this @Dan O’Leary
Dan O’Leary
@Swapnil Rathod example from my ecosystem - quick blog post from a SI partner announcing a Box and Zendesk integration https://www.revasolutions.com/secure-support-workflow-with-zendesk-and-box/
Arjun Pisharody
Hi there! I am the Channel Manager, Technology Partnerships at Bold Commerce. Nice to connect with ya’ll!
GiladShoham
Hi All, My name is Gilad Shoham, I'm the GM at North America for 2bcloud, a Gold partner with MSFT. We are an Azure Expert MSP that helps startups & ISV’s design, build and manage comprehensive and complex cloud solutions. We specialize in Kubernetes (K8S), Docker, Azure Machine Learning (ML), Cognitive Services, IoT Hub, Azure Function, and many other cloud-native apps. We support ISV's form the migration to Azure all the way to a co-sell status. If you need any help with Azure or have any question, please feel free to reach out!
Victoria Gagnon
Hi Everyone. My name is Victoria Gagnon the Director of Channel Partnerships at Koncert. Koncert is a Sales Engagement platform helping B2B companies with outbound sales activities to better target, scale up and improve messaging to their addressable market. We also have a great technology called agent-assisted dialing which is what we have build our technology around. We have a partner program working with sales strategy consulting firms and technologies providers. Our program is to help our clients be more successful when using our technology, advising them on a tech stack and of course build a indirect channel model to build revenue and brand. Great connecting with this group!
Sarfaraz Rydhan
Hi team, I love this network. I lead partnership at Netlify, and I have 2 programs: Agency Partners and Tech Partners. Today all activities are very much aligned to the use-cases served by the enterprises my direct sales team serves.

One question I have, how have you structured your largest / most strategic channel (agency) partnerships? _context:_ I have a few agency partners that have emerged with multiple offices and 100+ users using my service. How can I structure a strategic partnership beyond my default agreement, that ideally I become their platform of choice.

I’m thinking about MDF commitments, should I charge for support or is that expected to be free, things like that. Would love to hear some ideas what has worked or talk it through further.
Jason Breed
hey @Sarfaraz Rydhan I run into this too. Here is my position. I give my tools to agencies to use to any non-commercial use (prospecting, demos, etc). When they start doing paid work with my tools, I want a commercial agreement in place (they need to pay me too). What I usually do is negotiate the price down and agree to co-marketing, leads, etc in replace of a high cost. Just doing one of those today. Agreement value = $5k and they agree to do webinars, meetings every 2 weeks, etc
Sarfaraz Rydhan
That’s a good strategy @Jason Breed. Thanks for sharing. btw have started to hear about Crownpeak from my sales team in recent weeks.
Nicolas Kaden
Hi Everyone. My name is Nico and I manage SI and channel partnerships and alliances at Algolia in the EMEA region (focused on DACH). We help retailers and businesses across industries to build outstanding digital experiences on every channel, that drive conversions and customer engagement and ultimately companies’ online revenue. Fun fact: Algolia is the second largest search engine in the world! Looking forward to being part of this group!
Jason Breed
Welcome @Nicolas Kaden! I want to learn more. I actually thought YouTube was the 2nd largest (behind google) unless you combine them as they are owned the same?
Nicolas Kaden
Hi @Jason Breed, Thanks for the welcome! We power 30 billion searches per week (Google powers 200B per month). I’m not sure how Youtube compares tbh. Our ultimate goal is to enable companies other than Google or Amazon to be competitive and deliver cutting-edge experiences!! and closing the gap.
Thomas Illampallil Koshy
Hello everyone, I am Thomas and I lead the partner ecosystem at Ozonetel Communications in North America, Ozonetel has been delivering Contact Center Innovations for over a decade and is a preferred cloud-telephony partner to 1500+ enterprises . Over 50,000+agents across 150+ countries use Ozonetel Platform to transform their customer experience. We are keen to explore partnerships with master agents/resellers/distributors to expand in the geography and would love to connect with the right folks. Glad to be a part of this growing group!
Marc Krull
Hi Everyone! Marc Krull from www.pipelinecrm.com. I'm the director of sales and looking to build out a partnership program for our 15 year old CRM company
Arun VS
Hi Everyone, Arun VS from www.kissflow.com . Here to build the partner network for our No code/Low code Business process management + Digital workplace tool. I would be glad to explain in detail the benefits of a partnership. Please book a meeting via calendly.com/arun-vs
Sunir Shah
Someone asked me if I can justify why customers own their own accounts and you should almost never make your channel partners take on liability for your subscriptions (as if it ever made sense to ask your _partner_ to take on risk to make _you_ money!).

GDPR and its related privacy laws are the reason. Enjoy reading the below! I recommend having a fine glass of something numbing at hand.

https://www.cloudsoftwareassociation.com/2020/08/20/data-privacy-and-gdpr-for-saas-partnerships/#channel_partnerships
Sarfaraz Rydhan
wow! thanks for sharing this. I was not thinking this angle at all.
Sunir Shah
It cost me a lot of whiskey to write it
Sunir Shah
Legal requires it.
Sunir Shah
Hey folks, I know it’s a bummer that history of this channel is inaccessible. We have it available for the Executive Members via Onna.
Sunir Shah
And Onna is thumbsup . We got the whole enchilada in there.
Nahry Tak
Hi All! My name is Nahry and I'm leading biz dev/partnerships for a somewhat newly formed team at Impact. Wondering if anyone has a strategy/GTM template they'd be willing to share? We're heading into heavy planning mode for structuring our approach and priorities. I'll be working across channel, tech partnerships, and biz dev with commercial components.
Sunir Shah
summoning @Ed Sullivan
Sunir Shah
also @Tyler Pittman (PARTNERNOMICS)
Ed Sullivan
@Sunir Shah, Ed Sullivan, reporting for duty! simple_smile

@Nahry Tak please send me a DM and I will see how I can assist.
Pete Nicholls
Hi @Nahry Tak happy to help if I can. I am a partner of many vendors including HubSpot, plus a certified capture bid and proposals specialist. I would love to send you the business development framework but it's licensed by Shipley and the APMP. Happy to help as a potential partner Ideal Client Profile myself, plus help your strategy and bizdev. Please send me a DM if you think my input would help.
Pete Nicholls
If you integrate with HubSpot and want to maximise that integration, I'd love to grab a virtual coffee with you. We have been a HubSpot Partner since 2015, developing the long tail of their smaller agency partners and vendors in the connect program. If I can answer any questions or help in any way, say hi! :)
Sunir Shah
@channel Just checking in with how this channel is doing? I’m pretty impressed with the number of responses people are getting. However, I’m taking feedback on how to improve.

One key point is keeping an archive of the threads. I have it though slightly out of date. https://cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html

Anything else that you think we can improve?
Pete Nicholls
I'm interested in what folks here think of the Vendr proposition. The customer appoints Vendr as a procurement team to drive down their SaaS costs and Vendr guarantees to cover their cost of $36K or more, through SaaS contract savings, which also reduces channel partner commission %. Thoughts on Vendr as the future model for companies to purchase SaaS?
Sunir Shah
It’s not the future model; it’s the past model. Vendr is 19th century solution to a 19th century sales process. They are an outsourced procurement firm that leverages its power as a buyer’s club to share information and drive down prices through group negotiation. It’s straightforward.

Vendr is very sharp. Enterprise SaaS prices are arbitrary and therefore ‘negotiable’, like a carpet bazaar. And the prices are so very high, there’s a lot of cash to save. This creates an opportunity for Vendr to be venture backed. I laugh because it’s like a VC hedge against other VC money, and it scales well.

I’m not sure how this impacts channel commissions. What are you seeing?
Debby Kruzic
Never heard of Vendr. Interesting. My background is in the document management space. I don't foresee vendors in this space signing up for something like this. That would pretty much wipe out their reseller and partner channel. And as we know, the software purchase itself is one thing. The support and implementation expertise is what matters in the long run.
Sunir Shah
Vendors don’t sign up. Customers sign up to crush the vendors sales teams.
Sunir Shah
It’s like cdw or software one
Sunir Shah
I think if channel Partners aren’t managing procurement they have told the client “no”, so if their clients hired a procurement agency it is not really reasonable to pay channel partners a sales or referral or implementation commission. Channel partners should just keep Vendr and their like out by managing procurement (using AppBind preferably!)
Pete Nicholls
Yes I'm more in line with your thinking Sunir, that an agency can potentially play this role but is unlikely to match the kind of savings that a Vendr procurement professional would negotiate. We are not directly running into Vendr because their ICP is a firm spending upwards of $500K ARR.
Pete Nicholls
I agree that if Vendr's value add is purely driving down the SaaS price then it's an old model, applied to new tech. They say they have good relationships with the vendors too, but I don't see their value-prop for the ISV.
Sunir Shah
Hey folks, I’m speaking next Thursday at EmpowerB2B. This is a popular conference with product teams in B2B SaaS in the SF area; this year virtual. I’m speaking on your behalf to the product managers in the room. If your best laid plans ever got rejected by a VP Product, this one is for you. :)

I’m talking about How Product stresses out Partnerships which hurts Growthexploding_head

question Do you have key stories when product has slowed down your magnificent channel partnership plans? I’ll try to highlight them to drive home the message.

p.s. I have free tickets for CSA members as well.
Adam Pasch
@Sunir Shah That sounds like a great topic. Looking forward to it
Sunir Shah
thank you
Aidan Weinrib
Will you have a recorded version I can share with my product team? joy I'd love more voices telling them why partners need tweaks to the product and why their opinion matters.
LJ Scarpitto
Hi everyone! I'm the Partner Manager for an all-in-one business management software called Striven. We partner with software/technology consultants, advisors, affiliate marketers, resellers, and implementers. Here is our Partner Program if anyone wants to check it out!
Debby Kruzic
Looking forward to ChannelCon next week - ChannelCon Online is your invitation to hear firsthand the important trends and research from recognized industry professionals, peers and experts—all from the comfort of your desk. Get the information you need to help your business grow and succeed. Here is my company's link fo registration: https://connect.comptia.org/events/registration?eventid=CCSPSWEEP&pc=CC21TeckedIN
Sunir Shah
It might be a good idea; though I prefer to keep my contracts short and to the point so they are easy to read and understand. Would the modularization just make the definitions section long?
Jason Doran
@Sunir Shah That’s actually one of the reasons for modularization. By separating the standard legalese that applies to all relationships from the relationship-specific deal terms, it makes it easier for folks to quickly digest the heart of the relationship.
Sunir Shah
100%. I love it. It’s a very good idea.
Sunir Shah
Hey folks, I think this will be valuable to this channel. I was fortunate to have @Maddy Martin invite me on their webinar series to explain everything I’ve learnt from the software implementation partners using AppBind to scale revenue without taking on financial risk. Really, it’s put together from stories of pain and suffering. simple_smile Here’s a rough outline.

• Why clients hire service companies • Why I got fired by a client • An agency who was scared because they felt they didn’t own anything; they didn’t have a scalable business • The basic outline of how to pitch services around technology • How agencies actually organize themselves to efficiently deliver technology implementations • How agencies can eliminate the financial risk that scares them and keeps them away from becoming your partner • And therefore what SaaS companies need to deliver partners to get them into the channel program (create opportunities, eliminate risk!) https://www.youtube.com/watch?v=1gNWmcbAQ8o
Aleksi Mattlar (Vena)
Hi everyone,

I'm putting together a "best practices" manual geared at helping professional services firms to hire, onboard, and leverage their first sales hires most effectively, both as account managers, SDRs, and AEs.

Does anybody have a deck, playbook, or any resources they've found helpful available to send to me? It would be greatly appreciated
Kabir Uppal
Hey everyone, my name is Kabir Uppal and I lead marketing partnerships at Airmeet.com. We’re planning a few events this year - Sept / October and then beginning in 2022 that focus on Partnerships in SaaS and its impact on various teams and functions. I would love to connect with you if you are interested in collaborating, being a moderator, speaker or partner for this event. The idea is share the perspective on partnerships and help each other navigate this space and the impact it can have on the business
Allan Adler
Hi Kabir, I sent you a DM about this. Thx for reaching out. Allan
Allan Adler
Hi Channel-Pship Leaders. I’m trying something new today. I’ve got a blog that I’m publishing next week on Up-leveling the IT Channel. It’s all about what we as leaders need to do to ensure that the concept of the channel continues to evolve and stay relevant as App Ecosystems become dominant. Is it time to retire the word or transform it. The blog says we should up level it and explains how. Love the dialog in this Google doc; make comments there or here in the slack message and THANK YOU.

https://docs.google.com/document/d/1dgNLl1Tl8CR4UyEqHPStnAe_bUa6m8BySR3cGYynTIw/edit#
Allan Adler
Is it time to retire the word channel or transform it to be more relevant to B2B SaaS co’s, we vote to up-level the term beyond just GTM. What do you think? https://www.linkedin.com/pulse/up-leveling-channel-beyond-go-to-market-allan-adler/?trackingId=3phzMsdB7xzphT8Ojp838g%3D%3D
Sunir Shah
As I said on the webinar, if your orientation is from vendor “to market” (GTM), you’re going to remain confused.

If your orientation is from the customer needs to how the customer solves their needs, you’ll understand how your company fits into the market.
Sunir Shah
A marketing channel is a similar set of intermediating parties between you and your customer; it can be Facebook, radio, TV, newspapers, billboards, car dealerships, brokers, SIs, futures exchanges.
Allan Adler
I agree with you, ironically, its the customer’s ecosystem or your partner’s ecosystem that often uncovers the clues about how to expand and optimize your ecosystem.
Sunir Shah
The question is when, why, and how do customers rely on these intermediaries to solve their problems? And how does your product fit into the channel.
Sunir Shah
The traditional IT channel partners may be out of sync with cloud computing; but there are service companies who continue to operate in the new model.

They just don’t want to talk to software vendors. Hence, the shadow channel is much more massive than the known channel partners.
Allan Adler
….and how by integrating (with another ISV) or creating an expanded idea of a solution (with a services company) you can deliver greater value to the customer and to the partners that associate with your ecosystem. Once you understand the solution channel, then the GTM channel (and strategy) become more clear.
Sunir Shah
yes, 100%
Sunir Shah
This is how I ended up with AppBind.. it’s a tool that lets the SI put together an entire system of products for a customer, which is often way beyond the average SMB’s technical capability.
Sunir Shah
I was an analytics and marketing automation consultant for a while. I have to admit, I also got sick of talking to vendors. They always made client projects 10x harder.
Sunir Shah
@Allan Adler I do agree the industry needs to take a break from the word ‘channel’ for a while. It brings connotations that aren’t matched with the modern reality of solutions consultants and implementation partners.
Sunir Shah
Not that I’m renaming this Slack channel. I’m not that bold. simple_smile
Allan Adler
pray Why don’t we re-position the channel classification - up-leveling it. Our blog talks about giving channel its second dimension (solutioning) and turning channel from a thing to a function, - we have partners who provide solution channel functions and partners who provide GTM channel functions.
Sunir Shah
GTM channel are like CDW?
Chip Rodgers (WorkSpan, Bay Area)
I agree about moving on from the term channel. It’s a word born of the traditional reseller channel model. Even the term “channel” has the connotation of a pipeline of your product moving through the channel - reselling.

There’s a term that works perfectly fine though: Partner. To your point @Allan Adler, you have partners you do different things with: • Co-innovation partners (ISVs, IHVs, GSIs) • Co-marketing partners • Co-selling partners (ISVs, IHVs, GSIs, MSPs) • Reselling partners (Disti’s, VARs, etc) And the umbrella term is Ecosystem… they’re all members of your ecosystem of partners.
Allan Adler
@Chip Rodgers (WorkSpan, Bay Area) You are definitely right, partner has a lot less baggage it is ubiquitous and it’s meaning matches perfectly with ecosystems. Channel, on the other hand is much more narrow, almost always means reselling, but it does have a lot of gravitational pull and a perceived hard Roi. Maybe we’re better off cleaning the bathwater & keeping the baby simple_smile
Wyatt Shane
Check out Partnerstack - can't recommend them highly enough! @Nikita should be able to help out and get you in touch with the right folks over there.
Nikita
Thanks for the kind words Wyatt! Happy to chat any time Jason!
Aner Shachar
We've just implemented impartner - pretty solid tool all around!
Todd Odess
GoPronto is a great tool.
Kabir Uppal
Hey everyone, working on creating a playbook around channel partnerships for an early stage SaaS company - Series A. Would love any feedback, guidance and tips that you can share from your experience. Hoping to build something comprehensive yet dynamic that we can keep adding to based on learnings.

Thanks!
Albert Liu
hey Kabir, happy to connect and offer whatever I can if it helps
Sunir Shah
Hey folks, I saw this thread on Reddit about how this CRN article about Dell is now competing directly with its channel, and how the MSPs are reacting. Some truisms that I think remain mysterious to many people.

Partners don’t care about vendors; they care about customers. The MSPs are looking at HP and Lenovo. “This is not only going to benefit HP and Lenovo it is also going to hurt Dell on the enterprise side of the business, where they [still] want the channel to help them win business,” said the CEO of a top Dell enterprise-focused partner. “It is going to help all the major OEM Dell competitors that have a well-supported channel strategy. I don’t want to bring Dell into my accounts. I just don’t.” • Partners don’t make money from vendors. They sell services. “This is why we stopped trying to resell hardware about... 8 years ago I think. Not a lot of money and too much work keeping up with vendor requirements. We’re a managed SERVICES company, not a hardware reseller, so the money comes from services.” • Partners don’t value vendors. They want to control the vendor. “We sell hardware mainly so we know that the customer gets the appropriate configuration.” • Partners hate it when vendors talk to customers directly. “Dell declared open war on their resellers at least as far back as 2016. That is when we stopped doing business with them as much as possible, and have taken major steps to try to secure communications so Dell sales reps can’t jump us and go right to the customer (they still do).” • Customers drive the sale. I agree with this statement, “At the end of the day the customer is going to drive the decision-making process,” said the enterprise-focused Dell partner CEO. “If Dell listens to their customers and we as partners continue to add value, providing flexibility for big customers, it will be very difficult for Dell to take this business direct.”
Jason Breed
this is a really important industry proof point here @Sunir Shah. To me the most important take away is how to help members navigate differently so their outcome is different than Dell’s. @Emily Cozzens (PandaDoc) is dealing with this today and probably dozens others.
Farrukh Kazmi
Hi guys, we are a SAAS company looking to establish partnerships in Cloud Contact Center, call center/contact center space. We are native to Salesforce, HUBSpace, CRM, AI and skill based routing. Please email if interested and I would be happy to schedule a demo. Thanks!
Nicholas Nicolo
Referral Partners Feedback: Hey everyone -

I work at a SaaS company (Qualio) that provides eQMS software to life sciences companies.

We've successfully been building out a referral network, but the challenge recently has been around managing these relationships at scale.

Curious to learn about how your companies have been managing this?
Dan O’Leary
hey @Nicholas Nicolo please tell Andrew Berger hello! Are you looking specifically at referral partner tools and systems or customer referral / affiliate tools?
Dan O’Leary
On the referral side I've been working with Allbound recently for more opportunity management and opportunity referrals - and exploring / readying POCs for more top of funnel account mapping and discovery
Nicholas Nicolo
Haha.. I'll tell him you said 'hello' in the morning! That said, I should have been more clear. _I'm not referring to tools or ops._ We're in a pretty good spot there.

The challenge I have is that our referral network is growing, but the number of referrals generated per month is staying static.

I'm thinking through different ways I can increase engagement / retention amongst existing partners (e.g. newsletters).
Stephen Martin
Hello everyone! I'm new to this group. I'm an Online Payments Specialist at Heartland Payment Systems, and would love to talk with anyone who needs an integrated payments solution that offers great customer service and security.
Sunir Shah
I had a very interesting conversation with a Hubspot / Salesforce implementation agency CEO today. I’m still digesting it. From their point of view, they have a large pipeline of clients being referred from the SaaS vendors. They don’t sell technology, but do consulting and service to get the systems up and running. Technology adjacent really.

They only recommend (not refer, not resell) 5 or 6 SaaS products in total and never once manage the sale; the client does all the procurement on their own. They are involved in a co-sales conversation, but only because the client draws upon their expertise to procure the right product and ensure there is fulfillment labour.

To me, that doesn’t make them top of the funnel, but mostly valuable for customer success metrics including revenue retention and net revenue growth. They only operate during closing actions for peripheral products necessary to manage fulfillment of an anchor product (e.g. adding SMS messaging to an already purchase marketing automation tool).

On the other hand, I had conversations with two agencies onboarding onto AppBind today who are positioning themselves to the client as the one-throat-to-choke full system vendor. They are bringing on multiple software vendors and looking for more, because the software is just software to them… tools they need to expand value, results and service offerings. They would never ask the client to talk to the software vendor’s sales person.

The net of that is that when talking to a service company, you have to decide where in the customer life cycle they fit and adjust channel programming accordingly and KPIs. If they are really a fulfillment service after the client has made a decision, then they line up with success metrics. If they are making themselves the product, then you are a component in the system they are building and selling (whether referral or resale or managed services as the commercial model).
Dina Moskowitz
@Sunir Shah this is an excellent, insightful post which is actually articulating two partner personas within the #channelecosystem. It's so important for channel chiefs to explore/identify/map out and plan based upon their channel ecosystem. @Jay McBain @Allan Adler
Jay McBain
Great post. I talk about the trifurcation of partners - overlaying on top of the customer journey. Influence, transactional, and what you are talking about above, retention partners driving integrations, adoption, and enrichment every 30 days forever.
Allan Adler
@Sunir Shah great analysis as usual raised_hands I think the commonality here is the channel’s role in what we call customer value realization. Virtually no B2B SaaS company spends the time to align canned SW process to the unique needs of a given customer. Whether the partner also resells or co-sales is an optional pivot but it's this post-sales process value often in conjunction with other integrated SaaS solution that makes all the difference. The problem most SaaS players have in standing up this key value-added function is that all by themselves the services dollars are insufficient to motivate the partner. That's where having solution bundles engineered (and co-built through good integrations) creates the services envelope that _pops the value prop_ for these partners. Managed services from the channel also helps to create enough revenue to create what we are predicting will be the next iteration of the VAR and MSP model.
Stephen Martin
I'm looking for a donor management platform for nonprofits that is either processor agnostic or would be willing to integrate with us at Heartland Payment Systems. Any suggestions?
Andreas Krause
Hi, I am Andreas from Germany. I am working in eCommerce, where we provide fulfillment-as-a-Service as an 4PL to merchants. As I am building up the channel partner program, I am talking mainly to agencies which setup shop or support merchants within their ERP. The agencies like our solution but as their main business and focus is on building and support webshops, they "just" recommend our service if a client asks them for a fulfillment-provider. Even we pay a good comission, they are just not that keen on that. Have you any tips how to get a higher referral frequency on this? I highly appreciate your insights! pray
Sunir Shah
I was thinking more about my conversation with a Hubspot / Salesforce implementation partner. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1635279007013200

It makes me wonder.. one of the ‘best practices’ is to focus less on commissions and more on being a source of client referrals to the agencies. However, if we are seeking Demand, it seems like many agencies take advantage of this client referral flow and become dependent on it, no longer bringing in new clientele themselves, and therefore not generating net new sales for you.

In the Microsoft channel, there’s more of give and take. The companies Microsoft refers customers to the most are the ones who are generating customer growth for Microsoft. There’s a whole programme about it.

Obviously the best source of channel demand is being absolutely critical to a systems deployment, like WP Engine is to Wordpress consultants.

What are your experiences with what drives the most demand? Commissions, referrals back to channel partners, selling into the “systems integrator” model, or other?
Ben Bassett
My opinion and experience tell me that a combined approach of commission, return referrals, and passing on implementation type work generate the best results. The multi-pronged approach tends to tick 3-4 boxes of need on the partner side. Additionally it shows that we're not only interested in our own business but rather rising the tide for all players.
Sunir Shah
That makes a lot of sense. How many partners do you manage per rep?
Sunir Shah
Or do you have any tools to scale the communications of, e.g. return referrals and implementation opportunities?
Ben Bassett
Right now I'm managing 50+ partners. Really needs to be split, just need to hire for that.

Tools? I'm building processes for both return referrals and sending implementation work to partners. I want to have it at least party defined before I try to roll it out.
Sunir Shah
I’m really thinking about what it takes to go from a program of a 10-100 channel partners to one with 1000.
Jason Breed
@Sunir Shah in my world, people have to get trained on our platform. The more people trained, the more work they need to feed them. We focus a lot on Technical Development side of our Partners. We also have a series of “Win Themes” - data, scans, demos that we can do uniquely - as a way to get more agencies to understand how they can make more money with us than with a competitor. We offer referrals, No partner has ever collected to-date.
Jason Breed
@Andreas Krause adding you to this as it is aligned to your question last week - how to create demand and excitement around your solution than others.
Sunir Shah
“The more people trained, the more work they need to feed them.” I think that’s the crux of the b2b saas trap. You have such a direct access to the customer as a software company, you don’t have to make a product that is end user configurable.

Don Norman’s Psychology of Everyday Things talks the Gulf of Evaluation and the Gulf of Execution, where the product (and the instruction manual) is the only mechanism to communicate with the end user about how the product is to be used and to execute what the end user wants. However, if you have success reps operating as aspects of the software, then you can sell faster. In the 1970s, this was a big part of the sales message for mainframe software.

In the licensed channel, the pressure from partners was to streamline the product so it didn’t require human service from the software vendors.
Tom Williams
We’ve found that paying high reseller margins on both new business and renewals wasn’t translating into better customer outcomes. We needed to offer margin on software in order to capture partners in a market dominated by the usual suspects. Unfortunately, all too often the partners became dependent on the software revenue and didn’t build-out complimentary services, like tech audits, IT modernization, advisory services or Managed Services offerings. It forced us to pursue new consultancies where the software revenue was an additional bonus on top of on-going or retained service engagements.
Sunir Shah
@Tom Williams That’s interesting. The law of unintended consequences indeed.
Tom Williams
In upper mid-market and enterprise, Resell (verb) is good. Service Providers & consultancies see margin on software as a great benefit adding ARR to their revenue mix. But if the partner isn’t thinking about how they generate a ratio of 2-3x services to software, the growth curve tends to flatten at least from what I’ve seen.
Sunir Shah
@Tom Williams That’s somewhat true. Reseller partner _programs_ drop off the lower ACV you go. However, what AppBind does (my company) is enables the ‘resell’ channel for small to mid market SaaS. It’s really about letting partners get on with managed implementations.

However, it’s different because almost the entire channel operates as the _shadow channel_. Partners don’t want to talk with you because the time spent is a loss; they sell time for a living, after all. The key is to make it super easy for partners to just buy and manage subscriptions for their clients. If you do it the right way, big things can happen (to toot my own horn!)…
Sunir Shah
The fundamental problems don’t change of supporting service companies to build businesses serving their own customers by using your software. What does change are the economics of what tactics you can use change the lower the ACV. You need to find cheaper, more self-service partner programs to fit the self-service products.
Matt Irving
Love the focus on Partner Success @Jason Breed - I think if you can help your professional service partners drive more margin with value by using your stuff the better. We talk a lot about $ in license cost / Professional Service Rev with our Partners. We want to make it obvious that you will leave margin on the table with other players. For Reselling, it's the cost savings to help their cost per account with you and then drive their value with deeper adoption with customers and wider acquisition with more customers. Either way your maniacally focused on winning together.
KaraLynn Lewis
Hi Everyone! wave

At Trengo (omnichannel customer support SaaS tool), we have an established affiliate program and are expanding towards a referral model for more engaged partners. How do you manage any channel conflict between UTM links and partner referrals? Are you using any particular systems for this that you’d recommend?

Thanks in advance for any tips star
Sunir Shah
(Professional) implementation partners don’t use affiliate links with clients. Are you seeing they are doing this? Probably they aren’t good fits.
Sunir Shah
It’s so deeply unprofessional to make the client purchase their own services and go through their own set up and then try to pick up a commission on top of it all by asking them to click on a link. It’s a fast track to getting fired as a consultant.
Cory Snyder
Not sure if this is what you are looking for but we go with last referred or whoever wins the deal. We currently use PartnerStack for link tracking and referral submission that goes into our CRM.

In the past I have had rules that an affiliate link can not trump a warm referral. We were manually handling that previously but I know it can be done with different systems
KaraLynn Lewis
@Sunir Shah Thanks for your reply! It’s more that the professional partners make the introductions & referrals, but if the client researches our tool themselves, they can come through another partner’s UTM link, thus creating a conflict.
KaraLynn Lewis
@Cory Snyder Thanks!! That makes a lot of sense. Appreciate the advice.
Sunir Shah
@KaraLynn Lewis You need to upgrade your ‘referral’ partners into ‘implementation’ partners, and then there is no conflict because they customer isn’t doing set up
KaraLynn Lewis
Thanks for the tips! Much appreciated!
Madelyn Wing
Does anyone here work with marketing agency partners and offer a self-service free trial for their product?
Sunir Shah
Yes… what challenge are you facing?
Carolyn Williamson (CommentSold)
We offer a free version of our product for our partnered marketing agencies.
Jason Breed
agreed. I do as well. - I offer free “Demo scans” for anyone and a free sandbox for Partners with an agreement.
Madelyn Wing
So I'm facing somewhat of a lead-routing issue: we have marketing agencies that should be partners, coming in from our free trial sign up rather than contacting our partner team or filling out an application to join the partner program. Because everything is so self-service, by the time we route them to a partner recruitment rep and they get in touch, the agency is under the impression that they're the end-user on behalf of clients vs. our implementation and sales partner. They're so focused on setting up the free trial they already have, rather than discussing partnership opportunities. We have to do a lot of back-tracking to get them into the partner conversation, so wondering if anyone else has experienced this same issue before. We've also wrongly been incentivizing our agency reps on the conversion of free trials to paid, rather than partnership sign-ups, so that hasn't helped but we're fixing that soon.
Jason Breed
So @Madelyn Wing - we struggled with this a bit too. 2 thoughts: 1. make it easy for people/agencies/customers to work with you. Don’t try to force people different places on your site just because it’s easier for you. The good news is they are coming to your site and using your tools. 2. all inquiries come to an SDR for us - So I went and educated that team - if an end-user, do this - if an Agency, notify my team and pass them along. - if not that clean for you, set up a daily 15 min huddle to go through that day’s sign-ups and assign them to marketing, partners, customer success
Carolyn Williamson (CommentSold)
Similar scenario.

We had to internally train the SDR and our Customer Support/Chat teams how to identify these types and then give them a snippet and our Calendly link to get the agency in touch with Partnerships team.
Matt Irving
We had a similar situation when we launched our program @Madelyn Wing. Our reps pounced on trials into paid accounts. We ended up turning our trials into comped development environments for new partners. This helped us rally the teams around getting agencies using our tools within their workflows and then their activation would fuel more customers and revenue. That shift to Partner Success has been cool to see of aligning our SDRs to activating more Partners, Sellers assisting more clients, and BD folks developing more scale with our Partners.
Madelyn Wing
So helpful, everyone! Someone internally has pitched that idea of turning the trial into the free partner instance so cool to see that worked out well for you all, Matt.
Matt Irving
Definitely. We found that it cuts time to first dollar by a third with that move. It also drives average order value up as Partners have a better idea of the strike zone together.
Sunir Shah
Well, I always reframe it the same way.

You have to think about it from the agency’s point of view. They ARE the end user on behalf of clients. You can’t fight that.

That’s because from the client’s point of view, they needed the system set up yesterday. You can’t slow that down.

In this scenario, agencies don’t really care about being partners; they need to deliver an implementation for a customer as fast as possible.

So don’t interrupt them. Go with their flow and then gently divert the flow into your partner program. I feel I just invented The Tao of Channel Partnerships?

For self-service SaaS, this “shadow channel” will dominate. You should embrace this as BOTH an onboarding path to get agencies into a more developed partner program AND also a normal flow to expand your deployments through the service company market. After all, it does not matter if they are a registered partner as long as they keep using CallRail with their clients. More CallRail is the real goal.

I understand attributing these sales to partnerships may be more difficult. I have some tricks for that as well.
Matthew Lifshotz
Random question - if you use Salesforce as your CRM, do you use the Opportunities object to track partner journey? I find it challenging because the partner journey never really ends - like a sale. So you can take to a certain point but we all know that closed/won just means the start of your partner journey
Dan O’Leary
In Salesforce I have a "Partner Status" field. Rather than ending, it shows their program level ex. Premier
Matthew Lifshotz
Right - but do you use opportunity object to track recruiting and enablement of partners (prospecting, recruitment, contracting, integrating, etc)?
Madelyn Wing
We have essentially created a custom partner object on the account, with a couple of different fields to help with partner lifecycle. We use our "Partner Status" field to track the recruiting pipeline, and then once someone has executed a contract we have key date milestones such as onboarded date, certification date, activated date, etc. Anyone with blank milestone fields we know needs to be worked to complete said milestone. We also have a field for tier and partner prioritization.
Dan O’Leary
@Matthew Lifshotz I'm using standard Accounts, with a Partner object. Once we start talking to a partner, all of the status and tracking are managed under that object, tied to the Account
Matthew Lifshotz
Thanks - appreciate everyone's approach
Jason Breed
Hey @Matthew Lifshotz we do a couple things combining what most mentioned already. 1. We use Account > Type > then i have “Inactive Partner, Prospect Partner, Active Partner” as fields (we also list Customer, etc here) - this way we can report on Account level, total counts, etc 2. I use Opportunity to track Partner Pursuits - I know how many we are chasing and when “closed won” we can attached agreements, etc all in one place. I have “required” items before I approve closed-won status. 3. then we use the Account > Activity fields for onboarding status. - not a great way to report against onboarding status but I can run a report on “Active Partners, Closed won, by date” and then include Activity in the report and quickly scan for where we are vs where we should be with Partners based on how long they have been Active.
Jason Breed
@Shana Kus ^^^ this might help as well. Tracking pursuits with opportunity tracking is fine but this question (and yours I think) are more about onboarding, 30 , 60, 90 activities, QBRs/Reviews, etc that don’t necessarily have an end (closed won) action. Hope this helps a little.
Matthew Lifshotz
@Jason Breed thanks so much - this is how i'm thinking about as well
Carolyn Williamson (CommentSold)
I use Opportunities in Salesforce for partner recruitment with a custom opportunity record type. And when the opportunity moves to the activation phase, a new record on our custom Partner Object is created.

We log all activity within the opportunity during recruitment, and then log activity on the new record ongoing.
Aner Shachar
@Matthew Lifshotz I guess it depends how you define the different milestones of your partner journey. If you really want to dive into it, you can build custom opportunity types that are tied to workflows geared around your partner journey and any key milestones attributed to. We recently implemented a PRM that manages the different stages of our recruitment process, and once a partner is "signed" only then to we send that record to salesforce where we can track any revenue towards that partner. The world of customizing salesforce is both vast and expensive. If you are looking to have everything in SFDC, then you may want to consider the communities module that is geared towards managing partners
Tehsin Daya (Groove)
@Matthew Lifshotz Groove will let you capture all partner related opportunites/accounts/contacts, or any custom objects, and associate with multiple accounts. It’s pretty seamless.
Carolyn Williamson (CommentSold)
@Tehsin Daya (Groove) is that a add-on to SFDC?
Tehsin Daya (Groove)
Managed package- sits on top on SFDC, and works with any salesforce instance/data model.
Aidan Weinrib
Hey folks! I'm growing my account management team which means we have some portfolio splitting ahead of us.

Looking for insight/considerations/your experience allocating one big portfolio to multiple reps.

Also... curious what KPIs you are commissioning account management reps on? revenue/referrals is unpredictable + "lumpy", so I'm exploring other metrics to round out motivation.
Sunir Shah
How you split up the pipeline depends on the nature of the pipeline; most companies do it by geography, vertical, or segment (company size).
Sunir Shah
What were you thinking?
Aidan Weinrib
We've got ~ 70 partners to split between 2 reps to begin with, and prep for future splits as the team continues to grow – I'm estimating that ~35-40 partners will be the portfolio max. I'm mostly concerned with balancing productivity of partners so reps are as balanced as possible.
Michael De Veylder
Hi all - at Showpad we’re currently building our partner program. We have a pretty good idea of what we want to achieve however I would like to know if anybody of this network knows some consultant that does this for a living? All recommendations are welcome! Thanks
Stacy L. Carlson
@Alex Glenn
Alex Glenn
You're the best @Stacy L. Carlson! Happy to lend some help to you @Michael De Veylder. I'll DM more info
Ben Bassett
Looks like you have someone to help already. If you need another option, let me know
Sunir Shah
summoning @Lisa Thoman Lawson @Justin Eddy
Aidan Weinrib
@Aleksi Mattlar (Vena)
Sengul Enginsoy
Hello all,

I hope you are having a productive day. I work at Pivony, a social insights platform that can scan customer conversations about any product/idea/brand in few clicks.

We are currently working on developing partnerships with consulting companies, marketing/creative/digital agencies in the UK. We will be very glad to meet with agencies who are also interested in developing partnerships with a SaaS platform. Don't hesitate to text me over Slack or you can book a demo with Pivony to learn more about our product and partnership models.
LJ Scarpitto
Hey Everyone!

I hope you all had a great weekend. I'm the partner manager for Striven, an all-in-one business management solution/ERP.

We partner with software consultants and tech advisors who refer/implement software solutions for their clients. We work with many Zoho partners, QB ProAdvisors, Sage partners, and more. The goal with our partnerships is not to compete with your current offerings, but instead to provide you with another solution that complements your offerings and allows for more "best fit" scenarios.

If anyone is interested in connecting or learning more, feel free to message me here or shoot me an email:
Kevin Hurd
Hey LJ, We, PayTrace, would be interested in connecting. We are a cloud-based B2B payment gateway that helps merchants solve the complexities around accounts receivables. We do this by partnering with software companies that focus on helping businesses connect people, systems, and processes to streamline accounts receivables while allowing our technology to lower their net-effective rates when collecting payments.

B2B and Professional Offices who believe accepting credit is expensive or have razor thin-margins typically benefit from our software.
Allan Adler
Wondering if any partner leaders out there selling SaaS the state and local govt through a channel. Love to have a conversation on what’s working/not working.
Dan O’Leary
Hi @Allan Adler, one of the best partners you can meet and work with is Carahsoft. That is working very well for me and many friends at other SAAS cos who sell into SLED
Matthew Lifshotz
What metrics do people use to bonus channel manager performance? Results based vs Input based? Both?

Revenue through partners, leads submitted, etc? Or things like trainings held, QBRs delivered, etc?
Dina Moskowitz
@Matthew Lifshotz in Q3 2021 we did a soft survey amongst our customers asking what their main KPIs are and the overriding response was that they're measured/bonused mostly based on the indirect sales that their channel partners are generating. Understandable since that is the easiest to measure.

I agree with @Jason Breed that by providing more ways to measure their success it will be appreciated by the channel manager and give them more guidance on what the expectations are.

Since our platform provides our customers with efficiencies in their channel ops and channel sales, we talk a lot with them about these performance metrics: 1. total cost/budget per partner recruited (some companies have no budget except the salary of the mgr, while others track it carefully (we usually see ranges from $500 to $5000 depending on the selling criteria) - _can they improve/reduce this?_ 2. how much time does it takes to identify partners to recruit - _can they improve/accelerate this?_ 3. what is the conversion rate (time and percentage converted) when recruiting - _can they improve/accelerate this?_ 4. what percentage of the channel partners are actively driving revenue?- _can they improve/increase that percentage?_
Jason Breed
@Matthew Lifshotz use what the business values most - usually bookings generated, up/cross-sell, retention maybe, etc. trainings, calls made, meetings held are all tactics to get you to the things that matter most. Manage those to build predictability into the bookings numbers. Compensate on revenue/bookings since that is what you ultimately need. Sets the emphasis in the right place.
Gagan (sounds-like / rhymes-with Doug-un)
Hello .. does anyone have a resource for good interview questions for channels (SI & GSI) alliance managers? Would appreciate any help on that front as I'm hiring someone to help us drive that business and it's a new role for our company. Thank you in advance :)
Dan O’Leary
Sharing some general ones that should apply to you @Gagan (sounds-like / rhymes-with Doug-un) and others.

1. Describe a challenging sale / delivery that you worked on with a partner 2. Tell me about a time you managed a partner escalation 3. Tell me about an enablement session that you ran with a customer / partner. What was it? What did you do? How did it go? 4. From your experience, what resources do you need to be really successful with a GSI / RSI 5. Tell me about a time where you ran a project or program that generated a major win with one of your partners
Gagan (sounds-like / rhymes-with Doug-un)
Thanks Dan - this is amazing
Aidan Weinrib
A couple questions I like – • Imagine you have a portfolio of X partners. How do you prioritize which to lean into? • Tell me about an initiative or project that had a direct positive impact on a partner's business. (Looking for an answer that details their involvement, teamwork, and specific outcomes. Sometimes I'll add this to a written assessment or give them the question in advance of the interview) • How would you go about working with a partner who's asking for something we can't/aren't willing give them?
Jason Breed
@Gagan (sounds-like / rhymes-with Doug-un) here a couple to add-in that hopefully compliments what was mentioned before. 1. What are 3 things it takes to be successful in any partnership? (you’ll get an idea if they are strategic or tactical in approach) 2. Tell me what motivates an SI? (they need to know what moves the needle there) 3. Describe an SI you managed and how did you gain traction there?
Gagan (sounds-like / rhymes-with Doug-un)
Thank you @Jason Breed and @Aidan Weinrib… really appreciate the suggestions
Tom Williams
Along the lines of what has been mentioned already; • After an SI/GSI has been qualified, recruited and engaged what next? • How have they balanced Sales engagement with practical Practice development and onboarding? • What’s the first thing you do after signing a partner agreement?
Andreas Krause
Some questions that might compliment the ones before: • how would you build up your partner network? • What do you do to go from the 1 lead to x lead with a partner? • How do you organize the engagement with your partner/network?
Sankara Srinivasan A
Hi all, I am heading partnerships for Airmeet.com a hybrid event platform backed by Accel and Sequoia among other VCs. It is widely used across industries, sizes of customers, and geographies (customers from 70 countries). My question is: Is there any play book / tool to identify a channel for any category of products based on its characteristics, customer types, usage pattern, geography they serve etc?
Alexandra Monica Cote
Hopefully, this is the right channel for the question:

Does anyone here have experience with SaaS-agency partnerships? Would love to exchange some thoughts! Thanks, everyone!
Sunir Shah
Well, this is the place to ask. What kind of SaaS agency partnerships were you thinking about exactly? There are so many.
Alexandra Monica Cote
@Sunir Shah Any examples would be great!
Kristine Stewart
Are you asking about marketing agencies or others?
Jason Breed
@Alexandra Monica Cote we are working to double our Agency channel this year. We use Agencies to implement (services), co-sell, compliment with additional services, recommend our platform, etc. Happy to exchange thoughts on creating Ideal Partner Profile, recruiting, onboarding, training, etc.
Andreas Krause
As I am in the SaaS agency game as well, I would like to join this thread. I work in e-commerce and the agencies I mainly work with are e-commerce agencies like shopify, consultants etc. Alaiko provides a logistics solution for merchants. Even the agencies are very open to cooperate with us and add us to their solution portfolio, not that many projects are created. As the main business of the CS is to develop shops and consult them in general, my approach is to deliver value for the agencies and offer a commission in addition. BUT I don't can hold the agencies accountable for bringing X projects as for example Shopify does it with their agencies. They are Shopify agencies! wink So, my question is, how to get the most out of such CS partners as long as we don't have dedicated agencies which mainly deliver our product...? pray
Brian Collette
Hi everyone! Does anyone have experience with the AWS partner network? An Amazon representative is providing some context but I’d be interested in getting the perspective of some people who have worked with them in the past.
Andrew Porter
Hey Brian - I lead the AWS relationship (co-build / co-market / co-sell) for a North American Consulting / Services Partner.

I'm happy to chat if you're still looking for perspectives; we are heavily invested in their ecosystem.
Sunir Shah
@channel If you’re targeting marketing agencies, I have opportunity for you the Cloud Software Association is organizing. Please DM.
Aidan Weinrib
Are you tracking/reporting on the % of your partners engaged each month?

If so, what metrics do you factor into 'engagement'? What's your target or benchmark for "good"?
Carolyn Williamson (CommentSold)
Following
Matt Marum (SugarCRM)
Not really. All we focus on with channel partners is partner sourced leads, pipeline, and book of business/revenue. We do track certifications and training thru our LMS.
Mat Saenz
If your PRM tracks it, I think a good measure of engagement is the % of partners that are logging into the PRM, consuming content in it, or submitting leads. I think every company's benchmark for "good" will be different and it will also depend on how much value is in your PRM to drive your partners into it.
Matt Irving
+1 to @Mat Saenz.

We break up tracking for Engagement (Non Revenue activities) and Activation (Revenue Activities). Engagement: we are looking at Partners engaged in campaigns, response rates, certification and training updates. Activation: we are looking total amount of active Partners. Rates of number and sizes of transactions.

We then package both sides Engagement and Activation metrics to give stakeholders a sense for what's working and prioritization.
Mitali Bellamkonda
Hey @Aidan Weinrib our benchmark for good at xAmplify is when our partners talk about us. Here's a pdf of the 8KPI's we use to track our own partner engagement as well as what we give to our clients.
Aidan Weinrib
Thanks everyone!

Ok follow up question for you now –– which metrics are you commissioning your PMs on? exclusively revenue, or also engagement metrics?
Eirik G Bjornsen
Hi Aidan, great question. At scalando.com we track engagement across learning, enablement, deal reg, customer win submitted, surveys, polls, nurturing, PRM; navigation, asset utilization and much more. This transpires in an engagement score per partner individual. It is all the activities that in the end drive the business and typically the toolset given to partner professionals is not fit for purpose. Engagement is key! thanks for raising the question.
Aidan Weinrib
Thanks @Eirik G Bjornsen! do you set targets for # of top / highly / engaged numbers? Also curious to know how long it took your team to develop your scoring model – I'm hoping to introduce one this year after we get Salesforce & Hubspot up & running
Eirik G Bjornsen
Hi @Aidan Weinrib, My pleasure. Yes, you can set whatever target you prefer and potentially tie to partner plans, jmf or contra funding. The scoring model is based on an intelligent and instant algorithm which is unique in the market. It is available out of the box to all Scalando.com users. happy to jump on a call to share if interested. DM me her or at -Best of luck with your project. Partner Engagement is key to success!
Eugene Kalionau
@Mat Saenz agreed! + it’s important to understand business-specific lead/lag indicators to develop relevant metrics for measuring engagement.
Eugene Kalionau
Hi, I’m Eugene from Webvar. What is something you love and something you hate about partnering with B2B software VARs that operate on traditional cost plus model (mark up on products)?
Mitali Bellamkonda
Hey all, we at xAmplify are hosting a webinar on the Secrets to Smart and Successful Channel Partnership on Wednesday, Feb 9th at 10 am PST. We'll be recording the webinar and sending it out afterward, so sign up even if you're busy that day. https://xamplify.io/l/wZcZWeSJ

Also, if you have any questions for our speakers, feel free to message me and I'll pass them along.
Kevin McFarland
Hi folks. Has anyone found success using a rev share/referral fee with professional service firms (advisory, GSI, SI) to incentivize deal origination? Historically, I’ve resisted it, but my company is new enough we are still understanding the full consulting/SI service opportunities, so in the meantime, I’m thinking I give a referral fee to motivate action from partners. Anyone find success doing this?
Sunir Shah
The deeper issue is the referral sales motion, which is not the best way to get partners to bring clients onto your system. The best way to close deals is to let your partners manage the procurement and implementation. Then margin makes sense because it’s much more like a value chain.

What stops everyone is the financial risk of getting in the middle of a subscription billing relationship.
Kevin McFarland
interesting. thanks for the write-up!
Kevin McFarland
not sure i follow the bit on getting in the middle of sub billing… i’m envisioning an AE at a SI works with one of my AEs on a deal (likely just make the intro, be a support, but then our AE closes the deal) and gets credit as a referral. we wouldn’t resell, partner wouldn’t put it on their paper, etc. now, best case is the partner can prime implementations and sell complementary services, but we’re early enough those aren’t clear/partners haven’t figure those out
Alex Glenn
Caveats to that @Kevin McFarland are: 1. IF you have a very high ACV where the referral commissions impact the agencies bottom line. 2. Or IF you are trying to create reseller relationships. Consider always the service provider wanting to buy bulk licenses at a discount (requires a lot of consumer demand, but can replace need to pay commission)
Sunir Shah
@Kevin McFarland Well the dirty secret is that most channel partners aren’t incentivized by commissions; but if you don’t offer commissions, they don’t care either.

You need to pay them to cover their investment of time into you; never position commissions as buying their clients. They will never prioritize you over their clients. They make their money from clients, not from you.

What do solution partners look for?

We’ve surveyed and interviewed hundreds of solution partners. What solution partners care about, in descending order of priority are: • Does the product work and solve a problem my client has? • Can I trust the company? • Does the software company provide support to me at the same level I provide support to my client? • How do I build a services package around you that I can sell my client? • Can I build technical expertise fast enough to serve my clients with this product? • Will the software company help me find new clients, either through promotions in their marketing or by referring their customers to me? • Does the software company offer commissions? This was getting long, so I wrote it up. https://www.appbind.com/what-is-the-right-commission-structure-to-incentivize-solution-partners-and-agencies/
Len Martin
Sunir, that's a wonderful read. Thank you for posting it.
Kevin O'Reilly
Hi everyone! My name is Kevin O'Reilly and I'm the Business Development Manager at Upwork and am based in Boston. I jumped over from the VC space to channel sales selling into VC/PE. I made the jump about 2 months ago so I don't have any real problems I'm facing, more so just looking to learn any tips, tricks, trades for selling into the VC/PE space. Looking forward to meeting you all!
Chris Gorsuch
To those of you running referral programmes. What period of time do you set for a referred lead to move to closed/won, in order for the partner to be attributed with commission? Especially interested if your partners are some type of consultant/trusted advisor.
Alexa Lebowitz
Our ecosystem has two segmented entities: • B2B partners: Six-Twelve months and it’s tracked manually (this seems to be the norm for most our partners though some ask for monthly updates) • B2C partners: Twelve months (we send automated reports on a weekly basis and allow partners to invoice us at the start of each month for the previous month)
Gloria Castillo
Since the lead from a referral partner should be “warm”, I typically work with a 3 month period, depending on the deal size could be up to 6 months. As long as our AE is working that lead, and the prospect has not gone silent, we will attribute it to the partner
Stephane Rioux
It need to be longer than your average sales cycle... If your typical sales cycle is 1-2 months, than 3 months make sense, but if your average sales cycles is longer (ex: 6 months) then 3 months won't work. You should also plan to have guidelines for extension as they will happen.
Jason Breed
@Chris Gorsuch great question and you hit on something important. The answer to your question is less about a cutoff when you pay or not, and more about establishing the behaviors you are trying to drive. I have a 2 step process. All referral leads get recorded/attributed and enter into a MQL type phase (this is pre-sales qualified). Partner team manages those and then, when ready, feeds them out to the Sales team to qualify and begin to work. Before turning them out to Sales, we ensure there is a live project, budget and compelling reason to act. So we put a 6 month limit on Sales Qualified. No limit on pre-qualified deals. The reason is that I want our consultants, influencers, advisors who “hear” about a need coming up in the 3rd quarter to register it early as possible so it gets on our radar. I don’t want to “punish” partners for bringing deals too early.
Sunir Shah
You can also triangulate by--shocking I know--asking the customer if they are still working with the partner upon closing.
Aidan Weinrib
I'm curious to learn more about training tracks/certifications for service partners. What's the level of program maturity to aim for to begin developing a formal partner training program? What's the best way to get it off the ground? How would you know when to hire someone dedicated to developing a partner training track?
Dan O’Leary
One indicator to look for is from your customers, and how are they asking about partner differentiation or certification to know who to work with during sales or implementation. Or if a RFP is released or a customer asks for a quote, how would a partner differentiate themselves from other partners?
Stephane Rioux
One good source of information about partner certification is this webinar: https://www.thoughtindustries.com/resource/webinar/whats-the-point-of-certification-anyway/
Stephane Rioux
I have been involved in a few partner training/certification. Usually, they will evolve this way: • Onboarding/Enablement list based on existing assets, usually not partner specific + Custom/Ad-Hoc session to onboard partners • When the "custom" part start to grow and you have too many partners to train, this is usually a good time to start doing Partner Specific training that can be technical, business (Sales) or program information (how to register a deal). If your existing internal training team does not have the resource to help you, then you should look at hiring a resources. • Certification, Badging, etc are very costly to develop and maintain... Both your product and partner program need to be mature enough to support. It is often what management or customer will requires, but you have to validate if this is really what they want or more insurance that the partners are qualified.
Aidan Weinrib
Thank you both for the insight! Very helpful.
Andrew Porter
I really like @Dan O’Leary's point around asking customers directly; it shows you're investing in their success. Consider experimenting by enabling your customer's existing services providers to show even more ecosystem support.

The counterpoint to that is to ask your direct sales and CS teams as well.

What kind of friction or blockers are your own teams struggling with around go-live, pressures for bespoke customizations, implementations, or growth blockers? Quantify that against Closed Lost pipeline or the strain of longer deal cycles and you might be able to see a business case for investment here.
sharon hiu
How do you measure channel partners' influence on SMB customers? What metrics can you use as a measure of their SMB influence besides sales?
Eirik G Bjornsen
Hi Sharon, interesting question. What is the reason for wanting to measure this? Show how important a partner is on general market development and potential future demand gen? More than happy to jump on a call and discuss as we have been working with some mega corporations on SMB GTM and partner activation.
sharon hiu
Yes, the goal is to identify those that are more influential and look at how to better work with them to grow in the SMB market. Sounds good, I'll message you directly
Jason Breed
@sharon hiu One way might be a quick pop-up survey. I’ve seen this at point-of-purchase (“What helped you decide to purchase?“) or even on a website for a new visitor (“What brought you to our website today” - or - “Where did you hear about us”). You will start to understand where your customers influence is coming from.
Emily Breuninger
wave I’m looking to speak to PLG channel leaders who manage both a service partner program and a reseller/sales partner program. I’m particularly interested in the intersections between the two. Also very interested to speak to leaders who strategically chose to combine the two (offering spiffs to service partners) and the challenges they faced in doing so! Happy to share my experience running Zapier’s Experts Program+implementation program as well simple_smile
Adam Pasch
Hi Emily. Not PLG, but we have some similarities and have experience with our partner program I'm happy to share.

Will DM some more details
Alex Glenn
Def recommend chatting with @Adam Pasch point_up_2I may be useful as well @Emily Breuninger as I know a number of your service provider partners personally and have heard some of the pros / cons of your new program rollout and management from them. DM me if you think it's useful to chat
Emily Breuninger
I’ll DM you Alex!
Randy Fahrbach
Hi...just joining this channel although I've been with CSA for a good number of years. Having been a Channel Leader at Citrix and LogMeIn, I've learned the value of really understanding and know our partners we are recruiting and who are already in our channel program. We wasted so much time trying to recruit or work with the wrong partners. Have any of you had this same experience?
Duane Dufault
Was able to yell into the mic about how amazing partnership programs are on the Partnered Podcast. give it a listen and let me know how I can do better for my next speaking gig simple_smile

https://partneredpodcast.com/episodes/selling-saas-w-duane-dufault
Pablo M
Hi there, would anyone be open to do cold outreach to potential partners globally?

If this could be of interest, I can help. Just DM.
Jason Breed
so - @Pablo M are you looking for others to employ your services for partner acquisition or are you looking for an SDR type to help you build your partner base?
Pablo M
@Jason Breed option 1; I work with a network of trained SDR interns who can help with partner acquisition
Jason Breed
Ahh - perfect. it was unclear. I would bet there are many @here who are looking to add SDRs for partner recruitment that might consider outsourcing. @Pablo M you should complete your profile so people know who you are and can contact you!
Dina Moskowitz
Hey @Pablo M seeing as well that your pool of SDRs are Ukrainians I would love to learn more about your program and see how we can help support you/them. How has your business been impacted with recent events?
Pablo M
Hello! Any partner managers at an EOR (e.g. Remote, Deel, Oyster) to discuss a partnership?
Alexa Lebowitz
@Melissa Bilko ^^
Sunir Shah
@Simon Turner (Remote.com) summoned
Sunir Shah
Just to be clear, you’re an SDR agency?
Pablo M
@Sunir Shah we are a talent marketplace for sales and marketing roles
Simon Turner (Remote.com)
Thanks @Sunir Shah! Pablo, lets connect. Talent marketplaces is a partnership we offer and also it is a great usecase for our API. I will DM you my contact details.
Pablo M
Excellent, thank you both!
Kristyna Cardova
Hello everybody! I'm looking for a Channel Sales Manager to cover CloudTalk's EMEA region. Does anyone have any tips?
Tabrez Shaikh
Hello everybody ! Im looking to engage with partners esp PLM service providers that can integrate our Artwork Management & Label Proofing SAAS for Marketeers. We are also looking at partners keen on a lucrative success based model to help our SAAS reach traction within the CPG,Food & Bev,Cosmetics and Wineries space. Please do suggest any one that you may know
Krishanth Thangarajah
Hi Tabrez. Can boutique SI partners work with you on integration? I can introduce you to couple of good SI partners that I have worked when I was at Freshworks. Let me know.
Tabrez Shaikh
Thanks Krishanth. Have DMed you
Stuart Pick
Hi, we are rolling out a new product to our existing referral partners. The product has a basic/monthly rolling contract, and there is a more premium offering which is 12 month min contract. My question is how have other paid their partner managers for a product which is monthly rolling? There is an upgrade path between the two if that helps (ie start on monthly, and down the line can access added features on the premium version). Any insight appreciated, we've only ever sold annual contracts via partnerships previously, thanks
Madelyn Wing
I'm in the opposite boat from you - we've always sold monthly, and are about to roll out our first annual contracts in a few months and figuring out what that looks like. For monthly, we've always paid our partner managers on a waterfall (i.e. first month's invoice counts towards quota goal attainment but they get paid out still on some percentage for months 2-6 invoice) to incentivize churn reduction and account growth. For our channel partners, we just always pay out commissions whenever the invoice gets paid, and it's some percentage of that entire amount.
Krishanth Thangarajah
@Stuart Pick Do customers commit to a time period? Say contract for a year but they pay monthly. If that is the case you can pay partners the same way. (wait until customer pays for the first month and with a leap of faith because you have an annual commit contract, pay the partner) If not you can either have a quarterly payout or automatically pay every time when you get payments by using a PRM.
Stuart Pick
No, for the basic product its a monthly rolling contract and monthly payments which we've never done before...so trying to work out how we a. pay a commission for what is a relatively high risk subscription b. encourage some retention and churn mitigation. Maybe the answer is some form of compensation for signing a new customer but an additional payment if they 'upgrade', wondering if this is common or not?
David Johnson
@Stuart Pick the upgrade can almost be considered a SPIFF and it's very common.
David Johnson
If you'd like happy to show you a few different ways you can work with it depending on what you want the end result to be
Stuart Pick
Thanks all!
Madelyn Wing
Has anybody here built a partner certification or training program for their channel partners? Looking to chat with folks about best practices and platforms as we look to make some improvements to our partner training the back half of this year.
Krishanth Thangarajah
Hi Madelyn. We have evaluated few solutions and have picked one - Mindtickle. The have a good LMS platform with a module for partners.
patricia rush
Yes, have built and deployed many. The best platform is VERY dependent on your infrastructure, execution requirements, curriculum, and other factors. Happy to provide insights and some tools that may help you define and plan. Please DM me for info.
Nikunj Sanghvi
Hello everyone! I’m Nik Sanghvi, and I lead Alliances at Caspio. We’re a leading low-code cloud platform with 15K customers ranging from SMB to Enterprise. We’re ranked among the Top-50 dev products for 2022 by G2. Looking forward to connecting with consulting firms / channel partners and anyone else who is focused on joint go-to-market development with platforms like ours - we think we’ve built a great partner program with 20%+ referral commissions, lead sharing, co-marketing, and more, and would love for you to be a part of it! https://www.caspio.com/partner-programs/
Ty Frankel
I have access to 10s of thousands of small agencies doing $5K-$100K a month in revenue.

Let's chat & explore if you want to get smaller agencies as customers.

Feel free to DM me.
Derek Burke
Hi Everyone! Again very thankful to be apart of this group and really looking forward to learning.

When you decided to go with your insurance provider for you Saas Company, What made you go with them? Did you struggle finding a true partner in the space? and Lastly do you think you have the correct coverage or do you not know?
Sunir Shah
Vouch.us, because they are a 500 startups perk, and because they were easy to buy (self-checkout) and cheap.

Are you brokering?
Derek Burke
Thanks for that feedback. When you bought it your self, what made you pick the coverages you did or did you go through an advisor with them?

We are yes. Having partnered with some of the big tech insurance companies in the space, When I was a general Broker we found a big gap in the space when it comes to knowledgable people, and Honestly what a FUN niche to be apart of!
Sunir Shah
I had requirements based on the corporate bylaws and SOC2. I bought what we needed.
Derek Burke
Makes Sense! Thank you!
Sunir Shah
I did find it confusing, reflecting back. There is a lot of jargon that I had to google; I sense that’s part of the game to encourage buying too much insurance.
Derek Burke
Yeah thats honestly a very valid point! Maybe some terms to make it not make sense for the people who do not specialize in the space.

Since you had guidelines Im sure it made sense to click and go in the early game, As you've been going for a while, would you still do it this way, as in just let it be or do you find at some point after the early startup you would want advice and make sure it what you truly need?
Sunir Shah
I can’t project the future. I don’t think about insurance that much beyond what I require to get past fundraising or compliance. In that sense, I am reactive at the moment. I think a CFO, COO, CISO would think more about this problem, but my role as CEO is to sell more.
Derek Burke
Really Valuable feedback! Thank you for taking your time to help me in the journey!

Curious if others feel the same way?
Randy Fahrbach
It was so good seeing everyone at SaaS Connect last week! I'm curious....here are the results of a survey we just completed. What are you experiences and time spent in trying to find the right partners to recruit?
Sunir Shah
I wonder how many people have BDRs prepping leads / contact lists for them in partner acquisition
Dina Moskowitz
That's what we're making possible @Sunir Shah - so the answer is "more and more"
Martin Scholz
Hi everyone, out of curiosity: are there any member based in Europe? And/or responsible for business / partnerships in Europe or EMEA?

If you are based in Europe, add your country flag as reaction simple_smile
Martin Scholz
Thanks for this feedback!
Sunir Shah
there’s the #meetup-europe channel
Chad Waite
How often are your channel partners requesting co-branded collateral?
Sunir Shah
@Tali (MeetFox) this thread may be relevant to you
Stacy L. Carlson
We didn’t have it happen very often, though we were early in our program.
Chad Waite
@Stacy L. Carlson Are you giving your partners collateral about your company to distribute?
patricia rush
@Chad Waite are you doing a survey or developing co-branded materials for your partners?
Aidan Weinrib
Partners were rarely requesting it until we changed how we talked about it during onboarding. Still working on getting more engagement with materials, but our partners usually don't request/use cobranded collateral until we've done a training with their team or clients directly.
Chad Waite
@Aidan Weinrib Interesting- if you don't mind a follow up question, how do you talk about it in the onboarding now vs before?
Aidan Weinrib
We used to make one for every partner and attach it to their welcome email. Now we have them walk through our partner portal during a kickoff call with their account manager, with this being one of the materials we show them. We explain how other partners have used it in conversation and tell them they need to request it to be cobranded. Usually they'll request it then and there.

If we're doing a training session, we usually want to have a cobranded item as a takeaway for attendees. For those we'll remind the partner of the template and usually they'll request that + a copy of the deck or something.
Chad Waite
Super helpful, thank you very much.
Matt Fok
Hello everyone, Matt Fok from eZ-XPO! I am the CEO & Founder. We help companies to drive more organic traffic/leads by hosting Virtual Expo Network for all partners and customers. We are the 1st to host multiple Virtual Expo Networks with multiple categories. I look forward to collaborate with everyone to help pull all your partners together via our Virtual Expo Network. https://youtu.be/243KLLbiO_A We are launching a VIrtual Expo Network for this group FREE for the 1st 50 early adopters. Please let me know if you are interested. Thanks.
Patrick Ferdig
Survey type question here, hope to start a thread. I’m looking for lessons learned/best practices for a relatively clean salesforce.com sales cloud implementation. Any ideas around partner sourced/influenced attribution, partner tracking on accounts/leads/opportunities appreciated. Evaluating both Experience cloud and 3rd party PRM solutions as add ons, but starting with a new SF environment. Will likely incorporate Crossbeam. Please keep it real, suggestions “don’t use SF” are not helpful, that selection has already been made.
Aidan Weinrib
following, as we're in implementation stage right now eyes
patricia rush
i do have have some recommendations as i have done quite a few implementations with Salesforce and third party PRM solutoins
Nicholas Nicolo
Referral Network Feedback: My team has built a large network of independent consulting partners over the last few quarters. I've had a couple of thoughts I've been thinking about lately that I'd love feedback on (here or over Zoom):

Incentives: How do you incentivize your network to drive additional referrals? • Predictability: How do you forecast incoming referrals / and do you expect predictability? I realize a lot of this is probably industry specific / where you are today, but any ideas or thoughts on these two topics would be interesting.
Eric Megert
Could you perhaps give the referral partner a % of the closed sale, a flat amount per referral, or a mix of the two?

On predictability, do you have people managing these referral partner relationships to understand their business and align to their pipeline?
patricia rush
@Eric Megert For the referral programs, whether you call them agencies or something else, almost all of the referral programs i have developed over the past 10+ years give a % of the sale to the referral partner. And, yes, there are assigned sales teams working with those partners to help nurture the relationships and jointly develop go-to-market programs with them.
patricia rush
The biggest challenge i see companies doing is trying to put partners into a specific box
Aditya Rohit
Hi, I am Aditya and I am helping an early stage No-Code App builder for Shopify stores have a look here https://appbrew.tech/ , looking forward to connect and partner with Shopify growth agencies working with DTC brands.
Aidan Weinrib
Posted this in #general with no response disappointed Trying again here, hope you can help!

Hey folks!

Do you offer free use of your software to referral / reseller partners? If so, how do you apply it?

Looking to crowdsource ideas and potentially simplify our system.

Right now, we offer 6 months of free use for every 5 signups. We have been applying this manually (tracking referrals, manually sending notifications, adjusting billing), and we are working with our product team to automate this. Problem is, it's getting really complicated to determine and build rules like: is there a cap to how much they can earn in a time period, do the credits expire, how can they track their free months, etc.
Eric Sangerma
Hi @Aidan Weinrib is the free use for your resellers directly or an incentive for their customers? We're just starting a referral program ourselves and right now we offer cash incentives instead of free months. They can deduct the amount on their next invoice and the customer they refer can do the same on their first invoice. Happy to chat more about it if you'd like.
Aidan Weinrib
Thatnks Eric! The free use incentive is for our referral / reseller partners. We wanted to offer free use of the product in addition to other benefits to lower barriers and get our partners in the product for their own teams.

Their customers get a 10% discount on a subscription + a referral incentive should they choose to use it.
Tom Williams
We offer SugarCRM internal use licenses for our Distributors, Resellers and Referral partners based on their Tier attainment. IF they fail to meet the tier requirements or cancel their partner agreement we give them the option of converting to production (customer) licenses at a reduced rate. It is a great way for people to adopt the technology and learn the platform on the job.
Steven Larsen
Does anyone have an agency program strategy deck they would like to share? I would like to compare notes!
Alex Glenn
Does anyone here incentivize their agency partners based on retention of shared accounts or retention in any way? If so, please DM me pray
patricia rush
It's a really good question Alex. I find quite a few companies who work within market segments of agency partnership types actually only reward the initial subscription term of ARR and do not compensate for renewals or add-ons
Mohammed Shabbir
Hi All! I Head the Strategic Alliance team for Retarus. We are an enterprise cloud communication platform. Looking to build relationships with SI and channel partners.
Avishai Geva
Hi @Mohammed Shabbir, Hope you’re doing well.

I read a bit about Retarus and I believe the program Fiverr just launched can provide a great solution for system integrations. It will allow you to scale quickly and at low cost.

If you’d like to hear more, I’d be happy to jump on a call and provide more info.

Thanks!
Dina Moskowitz
Hey @Mohammed Shabbir - I can definitely help you out in finding SI's and CP's. Are you at ChannelCON this week?
Mohammed Shabbir
@Dina Moskowitz Unfortunately I am not. I'd be willing to have a conversation post conference
Eric Megert
Hi everyone. I manage partner programs for AppDynamics.

Could someone help give me a 30k view explanation of a resell vs agency partnership model?
Christopher Smith
Pretty deep topic Eric. At a high level resellers are typically receiving a discount from you, and selling your services to their customers on their paper.
Christopher Smith
In this model, the reseller not only owns the contractual relationship with their end customer, they also own the end to end engagement with that customer. IE the customer does not typically engage directly with you
Christopher Smith
This is often times a precursor to a full on white labeling experience where your brand is unknown to the end customer entirely.
Christopher Smith
In an agency model, your brand is very much known - the agency is offering referrals into their customer and prospect base to your sales team
Christopher Smith
Financially, you may pay the agency partner a one time fee or % of net revenue for a closed/won opportunity
Christopher Smith
Many of these agency partnerships have an expectation of lead sharing, ie you will promote their services to your end customers.
Eric Megert
Thank you so much for this Christopher. This really helps!
Martin Scholz
I agree with most what @Christopher Smith wrote. Just to be precise:

It should be Reseller vs Referral (and not ‚Agency‘) as the term ‚agency‘ can be very misleading.

I had several programs where (e.g. Digital Marketing) Agencies were partner who did resell, referral or both (depending on the end customer‘s preferences)
Stacy L. Carlson
:+1:skin-tone-2 @Martin Scholz I have had the same experience. The term “Agency” comes more to play, in my opinion, on the relationship you build with them and understanding what the value prop is.
patricia rush
@Martin Scholz the term agencies comes from the type of partners who develop websites, which includes the functionality. Agencies have evolved from being creative to include the development. Sometimes they partner with the apps and tools they use in developing those websites to either resell to the end user customers or refer. Some of them do both depending on the customer and scope of the project.
patricia rush
As with everything, its not one-size-fits-all
Martin Scholz
@patricia rush Do you refer to @Eric Megert ‘s specific case at AppDynamics or is it a more general remark?

For me, there are terms to describe the relationship (e.g. reseller, referral) and there are terms who describe the business model of a partner (e.g. agency, consultancy, implementation provider etc)

Sometimes there is a strong correlation between the type of business and the type of business relation - e.g. ‘agencies do referrals’ leading to mixing the terms. However, this can become misleading and confusing for the business, and somewhat limiting, because this would exclude agencies from becoming a reseller or other business types from becoming a referral wink

Hope that makes sense
patricia rush
@Martin Scholz Yes, I was attempting to answer the question about what an “agency” partnership is that @Eric Megert posted. Trying to follow these threads and tag the appropriate person is a daily puzzle game for me…:)
Sunir Shah
Just to add to this, reselling is defunct now with subscription software because of the legal requirements of the data liability. The channel is moving to ‘brokering’, or better stated, ‘solution partners’ who act like systems integrators. The reselling is simply the bewildered client fobbing of the difficult problem of procurement and vendor management to their contractor, your partner.

Referrals are like an uncanny valley that pushes risk to your partners but not really creating opportunities for them to grow their own business; they are a necessary evil because of the subscription billing.
Martin Scholz
Hi @Sunir Shah thanks for this perspective!

Yes, with SaaS businesses it's technically not a ‘resell’ … in SaaS you don't ‘sell’ software, you grant (license) a usage right for the duration of the subscription. So if you have a ‘reseller’, it's technically a partner who license the software from you with the right to ‘sub-license’ it.

However, most people just use the term ‘resell’ in their contracts, as it is more common.

With regards to data liability and data privacy - yes, this is a challenge but can be solved rather easily. There are two critical steps from my experience: as a vendor, my partner of course have to accept my T&C’s. As a partner, when reselling, I ask my client to accept my T&Cs which include (‘copy’) relevant aspects of data liability and general liability from the vendor T&Cs.

The other one, very relevant in Europe especially, is around privacy. Here it depends a lot which software is resold (which purpose) and which kind of data might be transmitted - and if a data processor agreement is needed.

I also disagree with the statement about referrals. Of course, it heavily depends on the SaaS referred/resold. For me, referrals is a term used for rather enterprise / mid-market with an individual introduction and a personal sales cycle (in opposite to 'Affiliate’ which in my book is describing the more automated, scaled and anonymous lead generation for consumer or SMB software (online purchase, no field sales).

In this space the partner typically sell services around the SaaS solution - a pure selling/referral business won't be a compelling enough case for most.

Here the partner can grow on ‘their’ value add service, earn some money on the referral without taking any financial (cash flow) or software/data risk.

But again, all this is more around enterprise B2B SaaS and a different story for B2C or B2SMB SaaS
Tali (MeetFox)
I am revamping our partner deck - can anyone share theirs for some inspiration?
Martin Scholz
Which type of partnerships?
patricia rush
is it about your partner program? what market/technologies?
Tabrez Shaikh
Hey Channel -partnership group. We are looking to engage with independent consultants/freelancers/sales/SDR's that can help sell /introduce to the right point of contact for selling ourNew Product "A Label Management SAAS ". Our TG are mostly marketing folks. We are willing to share a lucrative % of invoice value. Onboarding/Implementation/Ops/Servicing/Demo etc is taken care by us. DM me if any one is interested. Our Website is www.artworkflowhq.com . Our parent company is bizongo.com and we clock $500million + ARR from our existing vertical
Josh Morgan
Hi, I am a partner manager with Skuvault, an e-commerce warehouse management system with a built-in inventory management system that is a cloud solution.
Sonya Bearson
Has anyone heard of Loot? They approached me about a channel partnership. They say they help businesses efficiently purchase SaaS tools using hand-curated content and exclusive rates not available outside their platform. Current partners include Zoho, Brex, Webflow, Bench etc. I am wondering if anyone has experience with them.
Krishanth Thangarajah
Hi Sonya. I have talked to them.
Krishanth Thangarajah
They are similar to NachoNacho, Softwaresuggest etc
Krishanth Thangarajah
Their target audience - Startups & SMBs. If you want to reach out to the same audience, then give it a try.
Sonya Bearson
Thank you. Have you received any leads/purchases through them?
Sunir Shah
If you market through any of these discount sites, you’re working to drive your ARPA lower over time. If you already have negative gross margins (like everyone), it’s a mistake. I have tested this over and over again at FreshBooks and Olark.

You should offer odd packages, where it’s unclear if it is a deal or not. Don’t offer multiple free months. You’ll undermine the conversion rate as there is no pressure to adopt. The best deal we offered was a cash discount equivalent to 1.5 months, which extended a 14 day trial to 45 days.

If the listing is more complicated than some collateral and setting up a funnel, you’re over investing in the relationship.
Sunir Shah
@Shaun MacLellan should chime in
Sonya Bearson
Thanks, @Sunir Shah You confirmed my thinking.
Chris Vasquez
Hey folks! I run the product team at AWeber. Interested if anyone's been experimenting with any sort of partnership / co-marketing tactics that are getting surprising results.
Sunir Shah
have you opened up the solution partner channel yet?
Sunir Shah
Integrations + SPs are the 2 main revenue drivers
Sunir Shah
just following up
Tabrez Shaikh
Can anyone suggest Channel Partners to sell a Mid Market Brand Management SAAS in North America
Martin Scholz
Hi @Tabrez Shaikh , I need to quote the standard answer: There is no blueprint for partnerships, it very much depends on the respective context of the individual company.

Happy to have a brief chat on how to find the right Channel Partner - if you're interested, feel free to DM me.
Tabrez Shaikh
Sure @Martin Scholz
Sunir Shah
Hi Tabrez, the first channel partners to pick up are those from your primary SaaS integration partners. However, I’d go after the Adobe ecosystem and Hubspot ecosystem. Are you coming to INBOUND next month?
Martin Scholz
Hi Sunir, I am not sure that Adobe’s ecosystem would be the one I would go for if my ICP is mid-market… of course, mid-market is a flexible term and businesses who are considered ‘mid-market’ in Europe might be smaller than what's ‘mid-market’ in US. Having said that, I still believe that Adobe’s customers are rather enterprise level than mid-market - so you would need to find partners of Adobe who are keen to get an alternative solution for their slightly smaller clients who don't want or need Adobe’s solution
Tabrez Shaikh
No Sunir. I will unfortunately have to SKIP Inbound
Sunir Shah
@channel If you’re heading to INBOUND, we’re half full for the Agency Connect cocktail party. We’ll take a couple more sponsors. It’s the best opportunity to build relationships with Hubspot’s agency network. If you’re interested, ping me.
Omer Fuchs
@channel Hello everyone, it is nice to be here. My name is Omer Fuchs and I am leading the alliances and partnerships for DealHub, an amazing CPQ/ CLM solution that makes sales easy for everyone (CRM-Agnostic). I am looking for new partners that are Rev-ops experts / consulting / SI companies who would like to add this amazing solution to their toolbox. Looking forward to connecting with you. Omer
Sunir Shah
Hi Omer, I’m working on reaching those profiles. Are you coming to INBOUND in Boston next month? We’re doing the Agency Connect cocktail party there which is a good proportion of your targets
Omer Fuchs
Hi Sunuir, Yes, I will be attending Inbound. I am happy to hear more about the agency connect cocktail, sure.
Omer Fuchs
@channel Looking to connect with Hubspot Partners while in Inbound 2022. If you are in the business of CRM for sales, Rev-ops, streamlining sales processes - let’s meet. We have an exciting opportunity to collaborate. Here’s a link to schedule a meeting with me while in Boston. https://cal.mixmax.com/omerfuchs_2022/meetingtype_280123943
Sunir Shah
you should sponsor our annual Agency Connect cocktails party we organizing. That’s the best way to meet all the Hubspot agencies at INBOUND. @Lindsey Ward {CSA Managing Director} has the details
Lindsey Ward {CSA Managing Director}
@Omer Fuchs let's chat! I'll send you a message with the details smile
Kevin Dean
@Omer Fuchs Looking forward to catching up at Inbound
Omer Fuchs
Same here, Kevin. I'm here already
Sunir Shah
I just want to give a hats off to @Scott Fratianne at PandaDoc. I was on their webinar for resellers yesterday because they are using AppBind to manage their reseller partner billing...

... It was a masterclass in reseller communication. I was just amazed by one golden moment after another.

Scott just radiates the right values of a successful channel manager.

1. A simple and a pain-free relationship. Don’t sell risk, create opportunities for your parents.

2. Trust and integrity in all they do. Resellers own their customers, period.

3. Partners are part of the family. They’ll be transparently updated at the same time as PandaDoc staff.

4. PandaDoc’s job is to invest in partners with enablement, partner relationship managers, and increasing compensation the more the partner invests.

He grew channel before at Pipedrive and it shows why he’s the best.
Adrien Bordet
Good afternoon from NY, Channel friends !! Adrien from flag-mf : building the Reseller Channel for Aircall(cloud telephony) for North America, after building the program in EMEA+APAC. I'd be interested in understanding if there is any existing discussions related to : • telecom taxation & resellingreseller portal • market data : Indirect sales versus Direct sales on the US Telephony market (SMB&Mid) Thanks for accepting my application ! looking forward to discussing wit you all !
sharon hiu
Hi! What are some advice or suggestions you give to partners on how they can use marketing funds to generate maximum ROI?

I'm looking to put together some best practices on MDF for partners and would appreciate some inspirations simple_smile
patricia rush
Sharon, I'm not sure what market segment you are in but it's important to determine whether your partners have their own marketing teams and expertise so you'll have to determine that.

From my experience, the marketing plans with partners should be included in the overall business plans tied to what you're sals team is working with them on for pipeline and target opportunities. The marketing activities should be built around what can be done to help them achieve their goals?

The only real metric for MDF ROI is new leads and opportunities expected and then resulting from the activities.

It's also a good idea to understand what complementary solutions/services your partners are selling so you can possibly join forces with those companies to build solutions and leverage each other's resources and funds.

Just a couple of suggestions.
sharon hiu
Much food for thought here. Thanks for the suggestions.
Linda Hartman
@patricia rush perfect response! This year our team vetted vendors we had worked with in the past, negotiated activities, created 'menu' items from each vendor and offered an MDF Menu of Options for partners. These options were past successes because goals were set up prior to executing the activity, follow up plans were created and executed. There should always be a follow up plan. No plan, no ROI. Patricia's note of those activities aligning to their business plan is crucial.
patricia rush
The marketing plans should be part of quarterly business plans to review all areas of the relationship, review previous quarter/YTD plans and activities, and manage sales pipeline, which the marketing plan should be tied to.
Shilpi Kapoor
Hi All, BarrierBreak has launched its Trusted Partner Program to build inclusion by empowering your clients to build accessibility into their digital solutions and comply with accessibility standards & guidelines.

Check out our referral and reseller partner model at https://www.barrierbreak.com/partner-with-barrierbreak/

Join us to make Digital Inclusive for All!
Chris Keil
Love this! As someone who is legally blind and hearing impaired I appreciate people like you who are ensuring accessibility to all... especially in this digital world.
Sourajit Ghoshal
Hi Everyone,

Trying to understand how to get started with listing on Azure marketplace? Is joining MPN the first step? Looking for your advice on the same .
Sourajit Ghoshal
Hi All,

Am looking for some leads on Consultants/Boutique Firms catering to Infosec Compliance space(GDPR/ISO/PCI DSS etc) to partner with.

Along with that any leads for Resellers/Distributors catering to cybersecurity space or Compliance as a Service space will also help.

Thanks Sourajit Scrut Automation
Adrien Bordet
Hi everyone ! I need your help ! • I would like to understand how much in percent of your company revenue is generated by Resellers ? (resellers being third party companies which contractualize with the end-customer, implement and support) it would also be interesting to give an idea of Average Revenue per Account and Industry targeted. Many thanks !!!! I will share the result of the poll in here simple_smile
Adrien Bordet
I will start : • less than 5% • ARPA : $7.5K/year • Telecom
Sunir Shah
4x referral revenue is normal if you have a developed solution partner program.
Sunir Shah
You should be able to get to 20-30% total arr over time.
Sunir Shah
Well depends on your product category. If you are niched out then I'd focus on tech partnerships.
Sunir Shah
But if you are core to business operations it's easier for SPs to resell as part of an overall business results package.
Sunir Shah
One crm client of mine ran ~65% of channel revenue through solution partners. 15% through referrals. Rest through disti. But I can't name them. Percentage of total revenue was I believe double digits but I don't know the exact figure.
Sunir Shah
Not quite what you’re asking but referrals is a reasonable benchmark since most people have that developed
Adrien Bordet
it's part of the response i need to articulate : what share of referral versus share of referral & direct business simple_smile
patricia rush
@Sunir Shah Typically, disti is a sale to a reseller who then is selling to the end customer so it would be part of the reseller number, not in addition. Again, typically…
Sunir Shah
@patricia rush lol, this is exactly what I’m experiencing every day I’m in sales for AppBind. I need to find a better word!

“Reseller” confuses everyone in SaaS. It’s a weird word, borrowed from 1970s and 80s. It’s not exactly applicable to SaaS (see https://www.cloudsoftwareassociation.com/2020/08/20/data-privacy-and-gdpr-for-saas-partnerships/#channel_partnerships)

I find it valuable to break down each type of partner, because they have different value networks. Here’s how I meant it…

Solution Partners are service companies. Just talked to one of them today who is onboarding on AppBind for another vendor actually. They do a lot of professional services. They are often agencies, SIs, digital consultants, VARs.

Distis in the client’s view were platforms like AWS, Ingram, AppDirect, etc. Maybe SHI, CDW. These close deals, sure, but don’t provide value added services. They are qualitatively different.
Sunir Shah
@Adrien Bordet I talked to a well known HRtech company at SaaStr. Just over 10% “reseller”. Program is not mature yet.
patricia rush
@Sunir Shah in the typical IT world, Reseller is still very much used, as is Solution Provider and many others. I have been involved in partnerships/channels for longer than i care to disclose here. Regardless of your market, solution, industry, the definitions of partner types are the most discussed topic since dirt was discovered.
Sunir Shah
An endless discussion that requires wine_glass Maybe next SaaS Connect. :)
patricia rush
There is no correct or standard definition and it will remain subjective and evolutionary. I will state this with absolute certainty - partners and partnerships do not fit into boxes
patricia rush
Distributors such as Ingram Micro and TD Synnex along with the service providers such as CDW, SHI, Zones, and Insight today are not at all what what you describe above. They absolutely provide value added services on a global basis. As with virtually any market segment, these companies have evolved considerably and, in some cases, have always provided services that many folks are not aware of if they haven’t worked with them or have deep relationships. Some who work with them aren’t even aware…
patricia rush
last comment…you are correct, an endless discussion
Adrien Bordet
Hi ! most of the time re-seller means indirect sales, so VARs who contractualize with the end-customer. Some of them are responsible for onboarding and support some other only care about selling license, That is Solution Reseller and Licenses Resellers.
Adrien Bordet
my question was initially to understand who much of mature companies outsource their Go to market / Sales
Adrien Bordet
but i got severals interesting gold nuggets from each of your responses simple_smile
Sunir Shah
“Mature” is an interesting choice of words in SaaS land.
Aidan Weinrib
Hey folks! How do you set revenue quotas for PMs? Does 4.5x-5.2x salary track for your team and reps?
Ben Reynolds
If you're building the program from scratch, I recommend starting with QBR's rather than a revenue quota. Maybe look at a revenue quota starting the following quarter after you have an idea of how quickly it's scaling, then give them time to ramp. Too high of a quota early on can really damage the team morale, seen it first hand.
Aidan Weinrib
Thanks @Ben Reynolds! Not starting from scratch – we're to transitioning from partner and new client-acquisition metrics to revenue targets. A benchmark of 4.5x-5.2x multiple has been floated, and I'm scoping if that's used by anyone in the group.
Ben Reynolds
Oh got it. I would suggest opportunities created as another metric. I've done that and it has been well received.
Martin Scholz
Hi @Aidan Weinrib I assume you are talking about Channel Partnerships? A PM in channel for me is more like a team leader in Sales. The role is to recruit, onboard and engage partner, but they typically can not influence or move the pipeline of deals. Hence I second what Ben wrote: I strongly recommend QBR over Quota.

If revenue, I would go for "Revenue under management", because typically the PM not only owns "net new business" but also "retention". If your PM works with let's say 20 (active) Partner, it can accumulate to quite some revenue under management and the PM should care more for retention and expansion (like CSM) than new customer acquisition
patricia rush
@Aidan Weinrib lots of differing opinions here… Once again, the answer is “it depends…” As with just about everything, this is highly subjective.

I have helped build and operationalize dozens of partnership businesses across a myriad of markets and have seen many variations based on a multitude of factors.

A calculation of revenue from salary does not make much sense to me as a general rule of thumb…
Alex Glenn
Little UI adjustment - check out partnerships ops templates provided by leaders like ours truly @Sunir Shah that trigger partner notifications at crucial steps!

Apply for a free account (hurry, it won't be free for long): https://app.partnerhub.app/
Liam Cosgrove dedoco.com
@Alex Glenn ive applied and awaiting validation.
Alex Glenn
What company @Liam Cosgrove dedoco.com ?
Liam Cosgrove dedoco.com
@Alex Glenn Dedoco = decentralised documents. Due the ease of your videos i realised i clicked through without having the offering in place and submitted. Happy to update this when verified if thats the best way? Cheers
Alex Glenn
Yes I see you. We have a very large wait list right now.

We’ll be showing a way around the wait soon. After approval, you'll be able to make edits to your profile and start reaching out to partners ok_hand
Liam Cosgrove dedoco.com
@Alex Glenn Look forward to it, thank again pray
Sunir Shah
@channel We’re running another Agency Connect cocktail party in New York, Oct 24. Would would be interested in chipping in?
Aidan Weinrib
Hey folks, still looking for references on commissions! I asked a version of this question a couple weeks ago and I'm going to try again a lil more zoomed out:

Which channel (referral especially) programs are commissioning partner managers on net new revenue generated by their portfolio?

We have a 2.5 year old program that has been commissioning on # new clients, # new active partners, and % partners active. There is a shift/some pressure to commission exclusively on net new revenue, so I'm looking for examples to wrap my mind around how we could and/or why we should not move in that direction.
Madelyn Wing
Hey Aidan - at CallRail, we've always only commissioned our partner managers on net new revenue. They have monthly new revenue goals, and then they get a bonus structured around retention of their partners + partners' referrals. DM me if you want to chat more!
Ben Bassett
My org also runs comp on referred revenue. My response would be quite similar to Madelyn and Jason
Aidan Weinrib
Thanks folks! I think our attribution infrastructure can handle sourced revenue, but we’re a ways out from influenced revenue. Will DM you for more info on how you set targets :)
Mat Saenz
+1 to Jason's note about partner influenced revenue. It's definitely trickier to handle, but I find it very important to reward your Partner Managers for revenue that likely wouldn't have come in if not for the relationship-building and work they put in with their partners
Jason Breed
Hi @Aidan Weinrib - my answer is from a different perspective. My CEO was trying to micro-manage the program in early days - I moved to the only thing that really mattered which was Revenue - as soon as I could. The reason is that I did not want 1,000 partners, I wanted a handful that could meet our targets. Therefore, I told execs to measure 1 number and let me figure out how to get there (whether more partners, better partners, more co-marketing, events, etc). In salesforce, I had a drop down on Sales Type for Partner Generated, then I had a separate field for Influenced that only the sales person could access. They determined Influenced deals and our PAMs were paid 1/3 commission for influenced.
Dan O’Leary
I can share some horror stories of what happened when I moved an org entirely to partner sourced revenue vs focusing on customer impact goals and growth goals. It was a poison pill to the partner program, and the direct sales team that created significant channel conflict. In my experience, partner sourced business is a critical KPI to track and incentivize, but it can't be the only one or you are going to be walking on a razors edge
Jason Breed
@Dan O’Leary what is your mix?
Dan O’Leary
At the moment I am only incentivizing my current team on partner influenced pipe and ARR, partner-sourced is tracked on a campaign level but I am not resourcing things like MDF, referrals or partner led solutions or marketing that would be required to show impact on partner sourced and partner led work. The pendulum has swung in the other direction in my current role which has it's own challenges
Sunir Shah
@Lindsey Ward {CSA Managing Director} another great thread for the newsletter simple_smile
Lindsey Ward {CSA Managing Director}
smile
Andy Ranson
This is a very interesting discussion, I think the KPI's can be different depending the stage of the channel journey. Oftern in early stage channel programs, partner managers are developing the partner program, recruiting business partners and developing opportunities. KPI's can reflect 1) partner program 2) partner recruitment 3) partner qualified opportunities 4) partner revenue.

There is no right or wrong answer here.

Kind Regards

Andy
Sourajit Ghoshal
Hi Folks,

We at Scrut Automation are launching our Partner Program. We are in the Infosec Compliance Automation space. We are looking to partner with

1. GRC Consulting firm 2. Law Firms 3. Tech Partnership with a. Cyber Security companies Would love to connect with anyone who is interested. We are growing at a rapid pace. Being a little over a year old, we have achieved 1mn ARR. Please DM if interested in engaging with us.
Sunir Shah
@channel I am hearing a lot of feedback about what partnership enablement material you need to build to go to market; it seems daunting.

I built a partnership enablement template to organize all the relevant information. I’d love your feedback on where it could be improved.

If you have examples of your own enablement material, please comment. Will link to it as well at the top. There are sub-assets like a sales decks as well. Comment and I can include your assets in there as examples as well.

[template] Partnership enablement four-pager
Liam Cosgrove dedoco.com
Amen pray
Chloe Mason
this is great!
Alex Glenn
This is so good @Sunir Shah! Can we give this away after your session today?
Sunir Shah
@Alex Glenn Aye. That’s why I made it. http://sunir.org/enablement
Tabrez Shaikh
Thanks @Sunir Shah. Very helpful
Chloe Mason
hey guys! We’re trying to crack the channel partnerships space here at UpStack and looking to partner with consulting firms that will sell into enterprise - any advice firsthand on who to approach within a small to medium consulting firm to start a partnership discussion? Would appreciate it! (also we’re a non-SaaS company, just selling our services in matching the right developers with fast-growing startups)
Alex Glenn
@Chloe Mason reach out to: https://www.linkedin.com/in/blakeampfactor/ He's helping channel teams at Gorgias and HubSpot ramp up their programs.
Chloe Mason
thanks @Alex Glenn! hope you are good muscle
Alex Glenn
And of course, if you want to quickly find / manage your MSP or tech partnerships... jump on into Partnerhub® It's free, but you have to have one of your agency-partners join, and then invite you.
Chloe Mason
awesome, will check it out
Sunir Shah
@Chloe Mason the owners are the people who worry about staffing and talent problems; however I find someone with an ops title is particularly well suited.

The issue is the shear amount of dev shop spam in everyone's inbox. You need to purple cow you are legit in your outreach. I have a few ideas.
patricia rush
@Chloe Mason looks like you are a platform for companies who need outsourcing developers? So the contacts within the enterprise customers would be in the IT or LoB and the consulting firms you are referring to are integrators and those who specialize in the application implementations?
patricia rush
Many large enterprise companies have PMO teams that would be key roles. If you are specifically looking at the enterprise space, i would look at the partners of Salesforce, AWS, Microsoft (Azure), Oracle, etc since they work with many IT consulting businesses and MSPs
Chloe Mason
The assumption is fairly correct - we specialize in global staff augmentation services specifically for software engineering departments. The contacts involved would be in the IT / Engineering / HR departments and the consulting firms we are referring to would be indeed dedicated advisors who can suggest various approaches to solving a problem. The problem in question here would be finding the right resources for their teams and bring them on quickly and effectively
Chloe Mason
we will definitely look into the partners of Salesforce, AWS, Microsoft and Oracle - thanks for the suggestion!
Sunir Shah
Hey folks, I very often talk about the Shadow Channel. Every single channel programme in a PLG SaaS company should IMMEDIATELY analyze their “shadow channel”…

The shadow channel are all those service companies that are already engaged and active with your customers in their accounts… :+1:skin-tone-4

BUT for whatever reason, don’t want to join your partner program. Usually because they don’t see the value is worth their time. disappointed

The trick is the data analysis to find them. I built a Shadow Channel Calculator spreadsheet so you can identify your shadow channel partners very quickly.

I’m happy to share it with you in return for being able to write a blog post talking about the results to pay it forward to the next partner teams.. I think not many people are aware of the shadow channel. Let’s level things up. 100
Aidan Weinrib
Hey Sunir! Love the term 'Shadow Channel'. We've tried finding ours a couple different ways, but I'd be really curious about your spreadsheet to see if we can uncover more.

Any tips on trying to convert those that are stubborn about remaining in the shadows are welcome too laughing
Liam Cosgrove dedoco.com
@Sunir Shah curios to understand more. Form me im looking for blend of web2 and web3 partners. Sounds like shadow calculations could apply well in this space. Let me know whats needed form a blog aspect?
patricia rush
@Sunir Shah would love to compare calculators with you. Jay McBain used to use the term Shadow Channels but haven’t heard it much recently.

There are a variety of businesses that influence partnerships, as well as opportunities.

Partnership types and definitions… lions and tigers and bears, oh my
François Grenier
@Sunir Shah count me in! I'm literally running a campaign to interview all the service providers that work with our customers but that we never engaged with (we see them in the customer account - different email domain + manual research on those domains is the only thing we did) I want to mostly ensure they're comfortable with our tool, get feedback, know what they do and be able to refer our customers to them more often if they are good
Sankara Srinivasan A
@Sunir Shah Would love to explore, as we operate with partners in our eco-system. Would like to share the experience and value derived from shadow channel.
Madelyn Wing
Doesn't anybody have any good examples of the business case they've built for their program re: revenue share? We've had a pretty standard rev share offer for a longggg time, but as we're considering expanding that offer I'm needing to present a full business case to the Finance Team. Would love to know what KPIs you all track to look at the success of your rev share models - namely, anything involving lifetime commissions.
Aidan Weinrib
following!
Bernhard Friedrichs
Hi Madelyn, Andy Drummond gave an excellent Masterclass about Metrics. “SaaS Metric Masterclass for Buy-In”. That’s available in the CSA Partnerships Masterclasses Youtube Channel.
Lindsey Ward {CSA Managing Director}
Hey @Madelyn Wing! This will also be on topic at SaaS Connect UK. Video to come out afterwards from our panel. smile
Daniel Graff-Radford
@Madelyn Wing Rachel Ward, who used to be at CallRail just set up a webinar on this that was really well attended yesterday. I can check for the recording if you like?
Aidan Weinrib
I'd love to see both recordings when available! thank you @Lindsey Ward {CSA Managing Director} @Daniel Graff-Radford
Daniel Graff-Radford
Anyone that wants the recordings please message me or email me at
Anmol Mehra
Hi Everyone!! We at Advantage Club are looking for Resellers and Channel partners, Please hit me up at Looking forward
Martin Scholz
Hi Anmol, might be helpful if you could share some insight on how your IPP look like?
Anmol Mehra
Hi Martin, Thanks for reaching out
Anmol Mehra
We have a Saas product, that cater to need of the employees, and helps them reward and recognize their employees
Martin Scholz
Ok, so the IPP is the ideal partner profile, which describes who you believe is best fit to become a partner.

Andy Ranson
Hello friends in channel partnerships.

My name is Andy and I am the director of K1 channel consulting. I work with saas company's who are pivoting from direct to channel and require to develop or modernise their partner program. I have many end to end assets and hear to support partnership professsionals in their journey.

I look forward to speaking to other partnership professsionals.

Kind Regards

Andy Ranson www.k1channelconsulting.com
Lindsey Ward {CSA Managing Director}
Great to meet you Andy!
Michelle Juarbe
Thanks for the info meet up @Andy Ranson I appreciated!
Alex Glenn
Feel free to add yourself to our directory of channel consultants if you want @Andy Ranson (form at the bottom): https://www.partnerhub.app/directory/partners
Andy Ranson
Thanks Alex - I will review tomorrow, appreciated.
Martin Scholz
Hi Andy, great to see you here! Good luck with K1!
Andy Ranson
Hi Martin

Great to be connected again and very happy that you have started to your channel consulting business.

Happy to share what work I am doing and if we can colloberate it would be a pleasure.

Kind Regards

Andy
Alex Glenn
State of agency-to-tech partnerships report published this morning: https://www.partnerhub.app/blog/state-of-partnerships-for-digital-agencies-leading-up-to-2023
Sunir Shah
@channel Hey folks, we’re organizing an end of year Agency Connect Virtual Cocktails event to reach 150 marketing agency folks. Overpass, Airmeet, AppBind are in. Looking for a couple more chip ins.

We’ve done 2 before. They are great. We ship wine, attendees share their deepest business fears with each other, SaaS vendors look sympathetic and understanding, and then you have a warm relationship to pitch yourself going in 2023.

$1500 a company. Reply or DM me.
Norma Watenpaugh
Any recommendations for companies that can develop partner enablement technical training and certifications?
patricia rush
@Norma Watenpaugh what industry/market segment? i have some resources but they typically have deep expertise in specific areas.
Norma Watenpaugh
This in application code security.
Norma Watenpaugh
Any suggestions would be appreciated. N
Sunir Shah
Hi Norma! are you looking for consultants?
patricia rush
@Norma Watenpaugh I have someone who can help with the training content development.
Michelle Juarbe
Hi peeps in channel partnerships wave I’m a wannabe Partner Manager who came across this community when attending @Sunir Shah session in PL[X] Summit last week. My background is in Account Management for digital agencies primarily and I’m working to pivot my career to land my first Partnerships Manager role.

I’m learning lots from blogs, events and people in this space! Thanks to @Andy Ranson for sharing his knowledge with me this week. I look forward to meeting other folks in this community v.
Alex Glenn
Shoot me your resume @Michelle Juarbe
Michelle Juarbe
Hey Alex, nice to e-meet you, sure, I can share that. It be nice to chat some time.
Alex Glenn
For sure!
Michelle Juarbe
Cool beans! Just sent it over. Have a nice one Alex.
Sunir Shah
welcome! glad to have inspired you to join our merry band.
Lindsey Ward {CSA Managing Director}
Great to have you! Love the connection that's already happening in this thread. You can also post in #jobs that you're looking as well! smile
Andy Ranson
Hello channel friends tada I had a good conversation this week with Lisa Thoman Lawson about cloud partnership program assets for start-up and scale-up SaaS companies. Lisa and I agreed their is a gap in this space and it is hard to access an accelerator for partnership programs. I have been building cloud partnership program assets and structure to assist partner managers & commercial teams to accelerate the partnership program build. I have created two affordable packages and happy to share more information. Andy pray
patricia rush
Hi Andy, I assume by “affordable packages” you are selling these assets as a service? Do you have an overview of what’s included? I couldn’t find your website so can you please provide link.
Andy Ranson
Email address is
Louis Truong
Hello again, I am joinning to this channel to look for partner on cybersecurity delivery. We are developing the cloud based application for on demand pentest delivery.
Dina Moskowitz
Hi Louis saw your post. PartnerOptimizer.com is a partner discovery and insights engine that is extremely well-optimized for cybersecurity. We have over 8800 MSSPs and over 40k MSPs in our database amongst 500k partner company profiles so far. LMK if you want a trial?
Rajan Arora
Hi Team, We recently kicked off our first referral partnership with another complimentary technology platform. While there is no integration or joint customer value between our two firms (yet), our platforms are conceptually complimentary. We identified our top 50 prospects that are their customers and vice versa, however, we’re stumbling on getting the influence and introduction to convert to pipeline. Right now, our AEs reach out to the account CSM to learn about the account and earn the right to an introduction, but few have converted. I’d appreciate any guidance on how to make the program more effective. Thanks!
Chris Keil
Are you using a tool like Reveal for the account mapping process?
Rajan Arora
Hi @Chris Keil Yes
Sunir Shah
Just to brag, we totally crushed it for AgencyCocktails.com on Tuesday. Sold out. And I didn’t even hit 50% of my list yet. If you want in on the next one… it’ll be February.
Alex Glenn
Latest discussion with the Airmeet team on partnerships-marketing alignment and strategy: https://open.spotify.com/episode/7iN7dd2orr8h6ZwquGZKGR
Michelle Juarbe
Nice @Alex Glenn I didn’t know you ran a Podcast. I’m looking forward to listening to this one and others :+1:
Tristan Pike
Hey ya'll! I'm creating our first EOY partner channel survey and I'm curious what are your go to feedback/survey questions to ask your partners?
Nikunj Sanghvi
Hi Tristan, see if this helps. These questions were used more in a 1:1 meeting format, but might help for a broader survey as well:
Nikunj Sanghvi
1. What can we do to help you grow our joint business? 2. What is stopping us from doing 10x revenue 3. What feedback do you have for us in Sales, Product, Support, Marketing, etc. 4. How can we improve the Partner Program? 5. If you’re currently doing more business with another partner, what could we do to be better than them?
Tristan Pike
Love these! Definitely along the lines of what we're thinking!
Stewart Wesley
I am really excited about this tool - when I was working at Klaviyo, I found like $100k of channel MRR that was not properly attributed to partners with it.

If you are looking for additional revenue against your quota as we wrap up Q4, this might help you.

Basically, you just pull a Salesforce report of opps from Q4 and drop in the sales notes. We can then search for words like “referral” or your top partner names to see deals that your team can take credit for (or use to recruit). If you’re interested in trying it out, I would be happy to help! (make a copy of the doc please)

https://docs.google.com/spreadsheets/d/1tvJjdPc6OQDKQCTMYttyKvbASOqnIMyhpl3XayjTunw/edit#gid=0
Tamara
Would love to take a peek! Requested access simple_smile
patricia rush
requested access as well
patricia rush
@Stewart Wesley your recommendation to pull a report… it would require that you have fields in Salesforce for account type of Partner vs Customer on your leads and opportunities objects, and that you have it configured to attribute partners to customer leads and opportunities, right?

It also assumes that your systems, processes, and sales teams are adding and updating regularly?
Stewart Wesley
Hey @patricia rush you just need all opportunities that were won with sales notes. The excel sheet then looks for partner mentions in the notes and you can see if you can get attribution
Sunir Shah
Hey folks, I put together a proper ‘reseller’ agreement template that I believe meets the standards outlined on https://www.cloudsoftwareassociation.com/2020/08/20/data-privacy-and-gdpr-for-saas-partnerships/#channel_partnerships.

Anyone want to have a look at it and give some feedback? I’ll share a link with you in a DM.

(I am not a lawyer. This is not legal advice. Consult your own legal counsel. etc.)
Liam Cosgrove dedoco.com
@Sunir Shah thanks for sharing this and the focus particular on GDPR and how we work with reseller partners. I’m revisiting our ‘Referral’ agreements and looking to ensure these are the best industry standard.

My question is: what is the best practice for ‘Referral’ agreements in regards to commercial terms?

i.e. do you give option for kick back, to the business, to the individual sales contributors (vouchers /cash). Include targets over Q1,2,3,4

I’ve seen some programmes offer tech partner who are also referral partners their own customer a discount when they use another partner.

Would love to hear your thoughts?
Aidan Weinrib
Hello hello folks!

I'm looking for examples of a Partner prospect grading system. Ideally, examples on what you measure to assess a business case for expanding into new Partner types / decide who to target.

Anyone willing to share their calculators/templates or resources you've found helpful?

Thanks in advance simple_smile
Martin Scholz
Hi @Aidan Weinrib The question sounds a bit more like individual assessment for strategic partnerships rather than a scalable channel partner program?

On the big ones, we realized the business cases were pretty individual and depended a lot on the partner's individual business.

One approach we found helpful to qualify/disqualify partner are the "4 C's of Channel Partner Qualification" https://www.linkedin.com/feed/update/urnliactivity:6999437627565162498
Dan O’Leary
I've used a similar scoring methodology to @Martin Scholz, but added a *5th C - Culture t*o score mission, vision and values alignment. To me, that is the most important for long term success of the partnership and joint customers.
Martin Scholz
Great addition @Dan O’Leary thanks! I guess we kind of considered it as part of the Commitment but it’s worth to point it out as individual point!
Dave Mowbray
Hey @Aidan Weinrib! I have a framework for evaluating tech partnerships - unsure if it's exactly what you're looking for but I can share if you'd like simple_smile
Aidan Weinrib
@Martin Scholz you're right this is more of a strategic partners question – we're looking to expand from our core channel persona. There are a lot of potential directions and I'm trying to build and MVP scoring model to make our direction-choosing more straightford. These 4 Cs (and @Dan O’Leary's 5th) are very aligned with our current channel qualification model.

@Dave Mowbray yes please!! feel free to slide in my DMs or inbox simple_smile
Dave Mowbray
Will do!
Ralf Boonstoppel
I wouldn’t mind having a look at it too @Dave Mowbray pray

Great insights again @Martin Scholz and @Dan O’Leary!
srikanth
Hi,

I am Srikanth , founder of Si6, i am building a cloud based student information system, that is pre integrated to SAP ERP.

What this means for partners.

Oppurtunity for partners to position this solution along with other SAP Products and their own accelerators. There are no ERP partners in the education vertical. As the enterprise customer budgets are in hundreds of millions for a comprehensive Integrated ERP catering to HR, Finance and Students Management.

Support integration to S/4HANA. (Also offer an RDS Preconfigured s4 hana configured demo system for educational customers that you may use for GTM)

Looking for SAP and Microsoft ERP Integration partners who could take this this SaaS solution to the various geographies globally.

Thanks in advance.
Aidan Weinrib
Hey y'all! I'm building out partner tiers for an existing portfolio of 120 Partners and am getting caught on some admin bits that I'd love opinions on. • Annual or cumulative thresholds: we're planning to divide tiers on # referred clients and are debating if the thresholds should based on a running total or annual referral total. Would annual totals be individual/based on signup date or based on calendar year? • Ongoing eligibility: do we have ongoing minimum threshold to remain in a tier once it's been achieved? e.x. drop a tier if dormant for X months or below an annual minimum. Is this worthwhile and have you seen this used well? • a la carte options: we're considering a 'choose your own adventure' vibe for lower tiers, e.x. choose one of 3 co-marketing options for tier 1, choose 3 of 5 for tier 2, you get all 5 in tier 3. Is this brilliant or overcomplicated? This are some big questions, so if anyone is down to have a call with me to talk through tiers I'd be very appreciative!

Note: we'll be tracking in Salesforce and likely won't be able to consider a PRM until late Q2/Q3.

Thanks in advance!
Aidan Weinrib
Thanks @Jason Breed ! You got it, ‘Olympic modelI’ is how we’ve been approaching this so far both for trackability/implementation and our core sales motion. Because of our deal size at WizeHire, consistent volume of net new signups really is the name of the game for us right now. DMing you!
Zulfi Moon
@Aidan Weinrib When I was building out our partnership program over here, I was tempted with the tiered option, as it seemed to be "standard" practice. I quickly moved away from it, and opted for an ungated approach, that way all partners have access to everything. I focus on the 20 mile march approach, and having a plg esque platform, it works well for my partners. The next small partner, always has the potential to become the next powerhouse, we just need to make sure our goals are aligned, and how we can help them get there. I also fell into the trap of having the big names on our platform, but see more consistency from our smaller partners that are bringing in regular deals with a $ value that helps increase the bottom line for all Just my 2 cents, I hope it was a little insightful
Aidan Weinrib
Thanks @Zulfi Moon – it definitely is helpful to hear you moved away from tiers. I also believe a small Partner has the potential to become a powerhouse. At the stage we're in now, a primary reason for tiers is to appropriately allocate resources and provide more structure to our Partners as well as our Partner Managers – we need more clear guidelines and expectations for crawl/walk/run relationships.

Can you say more about how you've used the 20 mile march approach?
patricia rush
wait, thats from the roundtable! hugging_face
Sourajit Ghoshal
Hey all !!

I am Sourajit, leading Partnerships and Alliances Manager Scrut Automation. We are a SaaS based compliance automation company. We help customers get compliant with standards like ISO, SOC2, GDPR. Our G2 Reviews speaks about our customer-centric approach.

We are working with _*SIs and integration companies*_ to offer a wider GRC solution. Opportunity for partners to position this solution along with other our GRC Products and their own solutions.

Looking forward to hearing back.
Tamara
Welcome, Sourajit!
Pablo M
Hello, anyone in cloud/data center infrastructure partnerships/sales?
Brian Leonard
I have some experience with RapidScale. Ran marketing there 100% through the channel.
Andy Ranson
Hello partnership professionals- K1 channel consulting has been working hard in packaging best practice assets in our SaaS partnership growth accelerator package. We have five partnership agreements, joint partnership plans, partner value proposition, marketing development fund examples and partner relationship management software. We have deals for Q1 and look forward to supporting your growth plans in 2023. My contact details are and website www.k1channelconsulting.com
Rob Balasabas
Does anyone have a good resource for a channel partnership agreement template that you use?
Orel Levit
Hey everyone! My name is Orel Levit, I'm the Director of channel partnerships at vcita, nice to meet you allman-raising-hand In case your organization is serving SMBs, and you're looking for new ways to increase ARPU and reduce churn, let's have a chat. First drink is on mebeers

Have a productive and positive day everyone!
Sourajit Ghoshal
Hi all,

I lead the Partnerships and Alliances at Scrut. We are a SaaS based GRC platform helping customers on their compliance journey.

To reach out to prospective Partners, I am using the usual channels that BD uses for prospecting and reaching. Using tools like Apollo and Outreach.

Is these the correct methods?
Chris Keil
Here is a really well built out guide to recruiting partners along with templates and examples.

https://partnerstack.com/resources/guides/recruit-your-first-100-revenue-generating-partners
Samantha
Hi all, I’m Samantha! I have been working at BuzzBoard for many years now and am very proud of the extensive data we provide around the SMB space. We are hands down the leaders in SMB data. I am looking to make connections with potential resellers of the best account intelligence data on SMBs! So if you are interested let's chat!
Tamara
Welcome, Samantha!
Marta El Bay (Surfe - ex Leadjet)
Hello everyone ! I have one question I would love your take on: how do you minimise churn from clients coming from resellers? How would you create the policy for churn users if the commission has been paid to the reseller? Thank you!
Aidan Weinrib
Hey Marta!

What are the churn reasons? If it's related to incorrect qualification / product usage, you can update you Partner onboarding/enablement/certification to compensate for the common issues.

What policies to do you have for commission in your contract now and how often do you pay out Partners? I've seen minimum # months that a client is active to receive payment as a tool to hedge churn.
Jason Ashman
Hey @Marta El Bay (Surfe - ex Leadjet) - A couple quick thoughts and happy to chat in more depth, just ping me. • Preventing churn from resellers: if this is just a few partners it could be related to the way these partners are selling it -- which starts with their own discovery process (which you might need to dig into). Or it could be related to the way they were onboarded, so offering a refresher and some education on your product could help. ◦ Setting up recurring partner enablement is very helpful. Once a quarter give a refresher to all of your partners. ◦ Also, don't ignore the possibility that some of them just might not be the right partner and if that's the case, don't be afraid to end the relationship. • In terms of commission, either have it paid out after a certain amount of time (e.g., 90 days - this is what I prefer), stagger the payments, or use a clawback method - meaning, you pay out the commission after the first month, but if the customer cancels within X amount of time they need to pay back the commission (either fully or prorated). ◦ The clawback is a bit more powerful bc of the psychological of having something taken away from you, but this could be hard on your finance team
Stacy L. Carlson
Question came up today and wanted to ask here for outside thoughts. If you provide a discounted price for your product for partners, do you advertise or share that cost in general inquiries?

We have our prices inside of our dashboard, which is only accessible after they are approved as a partner. We receive a lot of “how much” questions before they apply though.
Helen Morse
It very slightly depends on what your product is, but generally I've seen "not for resale" and "internal use" as 2 (ideally separate) categories.

• NFR is for demo or testing, use it to build integrations, learn to implement, etc - that should ideally be free, ideally with some data behind it (if that's necessary(, but make sure licensing aligns to what you need them to do - perhaps 1 or 2 licenses, 6 months. You can tie it to an enablement path or cert outcome - length of license can tie to sales cycle or partner-onboarding timeframe. If it's too short, they won't use it, and become a "license refresh" burden on the team. If it's too long, they still may not use it and you've got that liability dangling out there! • Internal Use - is for them to use in their production/regular environment like a customer. When a partner uses your product that is a HUGE endorsement, for when they discuss with a customer or prospect. They are potentially more familiar, and can be their own case study - ideally you can get that written or on video, and have some co-marketing assets. Discounts are very appropriate!
Helen Morse
Reps often don't get the distinction between NFR and IU - it becomes a big deal for support/PS as NFR is not mission-critical (often supported by your sales enablement, partner team) while IU is regular technical/customer support (potentially elevated support since they're a hybrid partner/enduser and can have more impact). Obviously there's a potential revenue distinction, but approvals, etc. can be far easier with NFR so the simplest to get into people's hands.
Jason Breed
Everything @Helen Morse said + I took this as your Partners want a discount to package or refer clients. That would be a simply “up to 20% discount for Partners who….”
Stacy L. Carlson
I should clarify a bit. We have a dashboard where our partners can issue licenses for our products for the websites they manage. Those licenses have a discount offered to the partner. We have people asking, before they apply or approved for our program, how much the discounted licenses are.
Helen Morse
Thanks @Stacy L. Carlson - I think you're safe in those situations to offer general guidelines. Discounts is 1 feature of your partnership - they may need to do work to qualify for that, and they may get better for various reasons. But it's a qualification criteria for them, as much as you're still qualifying them. It's up to you to show that the margin they get (good or bad) is worth the investment and effort. For some, that number will help qualify out those that won't work for you.
alejandro sanchez
Hi everyone. I am working with a client who is building a highly engaged partner program with a small number (10 to 15) of agencies and SIs, in North America . I would love to have a handful of informal conversations with other ISVs who have focused on something like this and been succesful. Looking to understand things that work to get agencies and SIs attention and then make them successful whether it is via processes, incentives, enablement, and/or product. Thanks in advance to all those open to sharing their experience.
Bernhard Friedrichs
Hi Alejandro, happy to help with your questions. Send me a DM with the questions or we set up a call. Best, Bernhard
Dave Mowbray
Hey Alejandro, I also might have some tips that can help with keeping agencies engaged with the program. Happy to share those with you if you'd like!
Liam Cosgrove dedoco.com
@alejandro sanchez great thread, im hoping to do something similer - would you be able to share your findings please?
alejandro sanchez
@Liam Cosgrove dedoco.com absolutely. I’ll share my notes. Give me a few weeks as I have other conversations scheduled as well.
Jay McBain
Channel resilience shines through market uncertainty. The top publicly-traded global IT resellers – Atea Sverige, Bechtle, CDW, Computacenter and Insight – all reported robust Q4 and full-year 2022 financial results, alongside optimistic 2023 outlooks. Their double-digit performance highlights the resilience of the channel model in the face of macroeconomic uncertainty, currency volatility, ongoing supply unpredictability and IT industry pressure. They also outgrew many of the large vendors they sell!
Tamara
Thanks for sharing, Jay! Such good insights.
Tristan Oker (ShipperHQ)
Thanks @Jay McBain! Mind if I share these findings?
Samantha
Hey Everyone! My name is Samantha, and I have been with BuzzBoard for over 3 years now working in marketing and partnerships. We are a leading provider of sales intelligence and prospecting solutions for SMB data. Our mission is to help companies grow their sales and marketing by leveraging our powerful data and insights. We are looking to expand our reach and increase our sales by partnering with resellers who can help us promote our offerings to their network of customers. By partnering with BuzzBoard, you will be able to offer your customers a powerful sales intelligence solution that can help them generate more leads and close more deals. Our platform offers extensive data on businesses, their employees, their buying behaviors, etc., giving sales and marketing teams the data they need to make personalized outreaches. In addition, we offer our partners a range of benefits, including dedicated account management, sales and marketing support, and training resources. If anyone is interested in a possible partnership with BuzzBoard I would love to connect!
Jay McBain
rotating_lightTrend Alert: Routes to market are diversifying (quickly) for IT vendors rotating_light

Orchestration of customer outcomes today is more complicated than ever. It is almost impossible for a single customer, partner, or vendor to handle the permutations and combinations necessary for success. Working in an ecosystem requires a level of digital/physical execution, resources, and skills that are best suited for distribution.

The competition for this distribution opportunity is now 7 layers deep. The technology industry is doubling in size (this decade) and trillions of dollars will transact indirectly through, to, and with millions of partners. We are looking at this three dimensionally – what will be the mix across the 7 layers of the total pie and then, subsequently, who will be the winners in each layer?

https://www.linkedin.com/pulse/trend-alert-routes-market-diversifying-quickly-vendors-jay-mcbain/
Alex Glenn
Some data from our agency user base:
Aidan Weinrib
Thank you for sharing this @Alex Glenn!!

Can you provide some context/examples of what 'its' strategic' means to the partners you surveyed?
Alex Glenn
A good example of partnering for "strategic" reasons in the CRM space - Saleforce vs HubSpot...

If the solutions partner wants to remain focused on sustaining very large CRM implementations... They would probably stay with Salesforce as their primary CRM partner.

But, if they want to shift to growth-stage organizations, do more creative or marketing, email, have retainers that are more than just implementation / support... Then they would double-down on HubSpot.

So, "strategic" alignment with a partner could help make you more competitive with your current customer targets, OR the partnership could help you get into a new customer base.

Does that make sense?
Aidan Weinrib
It does, thank you!
Alex Glenn
Notice how low commissions are on that pie…

560 agencies answered to get that, so it’s significant.
Alex Glenn
One more:
Alex Glenn
Just goes to show you how important the product quality is…
Phil Norton
Question - where do you go to find new partners for your program? What marketplaces or lists do you use to find appropriate partners? #channel-partnerships
Ben Reynolds
Partnerhub is a great resource
Phil Norton
Looks good but I can’t login as their verification email isn’t getting sent. I’ll try again tomorrow.
patricia rush
Other thoughts are to look at your tech/alliance partner companies for their partners. If you’re not already collaborating with them on joint GTM strategies, it’s one of the best ways because you know they are most likely your ideal partners
Bill Stone
Partnernomics.com a lot of great resources and some great new things coming next month. Stay tuned.
Alex Glenn
Yes, for tech users, it's invite-only (one of your solutions partners who uses us must invite you) @Phil Norton.

DM me if you need any help or have questions.
alejandro sanchez
Anyone have experience with channel partners in LATAM around the topic of data analysis? So either resellers or solution partners that either implement and resell data analytics solutions or help clients implement/develop things like data governance, analysis, collaboration, reporting, visualization, etc? Am looking to learn more which tools are used, types of agencies/SIs/companies doing this work, industries with larger penetration and openess (data analytics applies to everyone but LATAM in gral is a tough market so key to understand Verticals where some barriers have been overcome). Thanks in advance
Dina Moskowitz
Hi @alejandro sanchez our platform, PartnerOptimizer.com can help you discover channel partners in LATAM based on those different types of criteria that you mentioned. Happy to set you up with a trial/demo.
Aidan Weinrib
Is there such thing as benchmark channel efficiency metric for team size? e.x. ratio of spend:revenue or OTE:revenue

I'm curious how leaders are managing /advocating for their headcount.
Jonathan Gregory MUC
I usually argued with LTV:CAC (full funnel) via a business plan that assumes certain efficiency per team member. Companies should invest in the channels that help them grow efficiently. Partnerships (once up-and running) is usually a very efficient channel.
Jonathan Gregory MUC
A sales ratio you often hear is 3:1 —> if the partner channel is better, you‘ll have an easy time convincing people to invest in your channel.
Aidan Weinrib
Thank you @Jonathan Gregory MUC! My company has been using TCV/Salary and aiming for 4-5x. Helpful to hear this perspective. Right now we're less efficient than the sales team with net new revenue, but more efficient considering LTV since we've been around for ~3 years.
Saurabh Aggarwal
Hello Everyone, My name is Saurabh Aggarwal, working with Advantage Club (global employee engagement platform advantageclub.co). I am working on expanding the reach and building channel partnerships on the sales side.

We are currently working with companies like Accenture, Target, Lafarge, Concentrix, Hexaware etc. to drive the employee engagement, rewards and recognition, building culture and communities and drive benefits. We are headquartered in San Francisco, California.

Happy to be part of the association. Looking forward to connecting with everyone here and partnering!
Ella Richmond
Hey CSA! Loved all of the buzz from last week’s SaaS Connect.

Would love to hear some of your success stories! How have you helped your sales and marketing teams hit their number with partners?

Would love to hear any other partner success story you’re _insanely_ proud of star-struck
Will Taylor
Had a sales rep that was a top performer because they utilized partners. For every deal, they FIRST checked if a partner was involved (and then would prioritize them), with the help of the partner team of course. They went on to join Hubspot as a sales rep due to their success too! All other sales reps followed given the success this person found.

Another example was with a partner - in running an event with a partner, we helped them hit their marketing goals. “This is by far the most powerful marketing we have done.” It was an event with a good narrative, as well as great speakers that were engaging. None of it was focused on a pitch - it started a discussion and allowed for people to continue it with that company.
Dan O’Leary
@Ella Richmond happy to share more, but TLDR my GTM team's quota is my quota, and their success is my success. I recently met 1:1 with our top 10 sellers to personally line up their "A" accounts and target accounts with appropriate partners and partner motions to make them successful.

One of my favorite SMB reps just closed her biggest deal ever thanks to partner alignment and we can tie it back to our conversations and alignment a few months ago. It's AWESOME
Dan O’Leary
Also @Will Taylor needs an updated Slack Photo with his Stache or we can't use my comment above
Will Taylor
@Dan O’Leary DEAL
Ella Richmond
Hahahha absolutely LOVE that approach @Dan O’Leary. I’ll def have to ask you more abt it. clap
Andy Ranson
Hi Everyone

I am interested to understand if you know of any companies that specialise in developing sales, pre-sales and consulting enablement for tech companies. This is an embedded solution for a developing reseller program. Thanks in advance and have a good weekend.

Kind Regards

Andy
Andy Ranson
I would also be interested if their are any vefy good SaaS LMS platforms / companies that can create sales, pre-sales, consulting training.
Sunir Shah
Thinkific, Allbound are two that come to mind
Andy Ranson
Thanks Sunir
patricia rush
I highly recommend you consider gamification solutions like incentivepilot.Com
Ella Richmond
Hey channel!! Would appreciate your thoughts! laughing What would you do if a partner wasn’t engaging??
Will Taylor
I’d go multi-channel and treat it like a sales opp / net new partner if they were unresponsive. LI DM, text, call, email, Slack, etc.

If they are responsive but not taking action, I’d start to ask the hard questions: • What priority are your partnerships? • Where does our partnership fall in that priority? • We both haven’t had much engagement in this yet, why do you think that is? • What isn’t clear/easy to take action on? How can I remove barriers for you? It will depend on the situation and how important the partnership is to YOU as well, but some semblance of that to uncover important info.
Tom Williams
Bring them a lead.
Sunir Shah
@Ella Richmond well what kind of engagement do you want? When was the last time you spoke with them? Any idea what is going on in their lives? Is there a customer who needs something right now?
Will Taylor
Love it! Being specific is important to understanding where the barriers are that you can remove.
Adam Suissa
Hey there Channel, I run partnerships at a video creation platform for the enterprise and government creator economy (think marketing , L&D-Training Teams, Communications Teams). Does anyone recommend any great channel partners for video creation and content creation tools? Currently been teaming up with resellers selling course creation software.
Ayoub B
Can you share your website please? I’d like to see if we can help.
Jay McBain
Any company that is building a serious, global go-to-market must consider distribution as a foundational building block of that strategy. Of the total tech/telco hardware and software purchased by businesses and governments around the world each year, distribution represents 25% of the total ($405 billion).

With the amount of consolidation and M&A activity in this space over the past few years, the Top 15 distributors now represent 64% market share. To round out the list, Canalys will be publishing a list of the top 500 global distributors later this year.

The year-on-year growth for the total IT distribution market in the previous year was 6.1%.

Some key insights:

1. Some distributors saw declines in US$ revenue due to local currency weakness against the US$, but many continued to see local currency revenue growth. Some major distributors saw declines as a result of ongoing geopolitical friction.

2. Distributors have seen growth shift to high-value technologies, including cybersecurity, software and infrastructure (as supply improves), while consumer business and client devices have declined. Volume distributors are refocusing on “value” distribution for growth.

3. Distribution is undergoing a fundamental transformation with the move to SaaS, subscriptions, cloud and marketplaces. Distributors will act as orchestrators of multi-partner ecosystems as partners increasingly play specialized roles within complex solutions delivery.

4. Specialist distributors in cybersecurity, networking and cloud are outperforming volume players and expanding rapidly through both organic growth and M&A activities.

Also, of important note, the majority of these top distributors (at the CEO level) will be at the Canalys forums this year in Q4 - Barcelona, Palm Springs, and Bangkok. (More on that here: https://canalys.com/events)
Tamara
Such great insights, thanks for sharing @Jay McBain!
Matt Vosburgh
@Jay McBain Thank you for sharing! Hoping you can help me understand something a little better? Our software is crm and sales & marketing automation for small businesses. I was aware of the distributors in IT & Security, but am not aware of them in the marketing world. We work primarily with reseller agencies, consultants, and affiliates. Are there distributors, such as the ones in your analysis, that sell marketing software like ours to small businesses? Or does your data here include the types of partners that we work with too?
Jay McBain
None that I am aware of - distribution was really built around hardware and then software was added that was sold to the CIO. Marketing leaders will buy direct, marketplace, or through a reseller.
Zoe Hartsfield
Tips for building relationships with SFDC reps? We are cold outbounding to them right now but not sure if there is a more efficient way to get in front of individuals or teams of SFDC AEs
Alex Glenn
They are all stressed about their jobs right now - not doing any extra curricular work... Heads down on nothing but their KPIs while they wait out the current situation.
patricia rush
I’m not sure if you have mutual clients that are of any significance to salesforce but in my experience, coming together at a client works really well. Ideally the same reps have multiple mutual clients and partners.

Yunita Hollinger
All they care is about how to hit their number. Your product “only” will bring 15% PNR. You need to link your offering to what other products of theirs (that will bring them 100% quota attainment) that you will help them selling. For example: at Odaseva our technology compliments Salesforce Shield in offering a top notch security: end-to-end encryption.
Jason Doran
Hey everyone- I'm looking to speak with a few fellow leaders at B2B SaaS brands about how you and the brand leverage a network of independent service providers to get your SMB customers the product-implementation help they need. I have a few pointed questions I'd love to ask your thoughts on, and I think you'll be very excited to learn about the startup that's the impetus for this research. Please DM or schedule a quick call to chat!
Stefan Mladenov
Hello everyone! Thank you for inviting me in this amazing community, I am looking forward to networking with each and everyone of you! I would like to shortly introduce myself. My name is Stefan, and I am currently working on a project with Native Teams on a global level. To be more precise we are working on solving the headaches and obstacles that Freelancers are facing in their field, yes, by this I mean the boring paperwork that comes with every job or project you might be working on. Additionally we provide every Freelancer with the benefits as a full-time employee in their local country! Feel free to message me directly if you think this solves any obstacle for you at the time! Cheers!
Tamara
Welcome to the community, Stefan!
Matt Irving
@Mike Parker - great reads in this one!
Tamara
Exciting!
alejandro sanchez
AWS marketplace experts I have a question- what would be a better go to market strategy to list in the AWS marketplace given that what my company sells is content which is usually consumer via an external technology. Option1: list by ourselves directly given that we have integrations with the major needed tech platforms chances are client would want our content directly. Option 2: create a listing with ISV partners that offers a full solution to clients. In other words we list together with a delivery platform and the end customer would buy the bundle not just the content
Kiran Elengickal
Hi @alejandro sanchez to give you an answer need to understand more about your product/solution/service, but to start with, to list your product on AWS or other public cloud marketplaces, the basic requirement is that your product should be developed on the particular platform or it has to be a service that accelerates consumption of the platform ( services is listed as a tag along with a product in exceptional cases). All of which is just a start…

Assuming your product satisfies the above criterion, listing on cloud marketplaces alone is not going to going bring about traction, you have to work closely with the respective partner sales team to build a GTM motion and execute it to generate revenues…

Coming back to your question if your product does not consume AWS services directly, I would look at option 2 where you list your product/solution along with a platform that is developed on aws & consumes aws, as an alternative. It would still go through the aws approval process.
alejandro sanchez
Thanks Kiran. We do use AWS. We decided to list directly. Appreciate your help
Jisse Plaggenborg (Teamleader.eu)
Had the honor to have a chat with Aleksandra Spiric of Allbound PRM to share some insights of the Teamleader journey regarding channel sales:

https://open.spotify.com/episode/40Os5hND8Xcb51WicotxlU?si=54db024ea809447a

Think there are some valuable insights here for those starting and scaling their partner journey.
Tamara
Awesome, thanks for sharing Jisse!
Sunir Shah
Hey folks, at SaaS Connect, I put up this slide (attached) as a joke about how bad solution partner programs can be thinking we’d all share in a laugh. It hit a nerve apparently in a way I didn’t really intend. I guess a little of my frustration came through from seeing program after program get mired down in this mess.

Then I got a little triggered by @Rob Rebholz saying partner programs should be “simple” on LinkedIn today… So in penance for my mistakes, I’ll put more empathy into this.

Why are partner programs are so complex? Shouldn’t they be designed to make it as easy as possible for the customer to buy your product?

Let’s have faith that the program is built up over time to solve problems. Partner programs feel “complex” when reacting to real & justified but secondary problems of an INTERNAL team, instead the primary, critical EXTERNAL problem of selling the customer the product they want.

1. Certifications. Hubspot for e.g wants agencies to be certified, even when onboarding their own to Hubspot. Customer success were fighting high churn rates when customers weren’t set up correctly by untrained agencies.

2. Deal registration. Typically, deal registration is meant to deconflict the partner with the sales team, the sales team’s commissions, and who communicates what to the customer. In some cases, also with other partners.

3. Margins. Margins are a zero-sum game between the solution partner, partner team, and sales person.

4. Onboarding. Customer success teams and solution partners are both paid to make customer successful. The overlap creates misalignment.

The heart of the problem is that because of the nature of subscriptions, it is very difficult for partners to just sign up, pay for and implement your SaaS for a customer. Selling software through partners requires humans, and each human is an agent that requires deconfliction.

A SOLUTION PARTNER is forced to refer customers to a SALES AGENT to get an account. Because routing a partner referral to a sales agent is non-trivial, a PARTNER ACCOUNT MANAGER role has to be created to manage this process.

Because referrals undermine the channel of SOLUTION PARTNERS, SaaS companies have had to build up the internal equivalent of CUSTOMER SUCCESS agents to double up the labour to the end customer.

Because CUSTOMER SUCCESS is expensive, SaaS companies are forced up market to enterprise SaaS to cover gross margins. Enterprise sales strategy “makes up the pricing” for each customer, and thus requires a SALES AGENT with hefty commissions to close the sale. SOLUTION PARTNERs can’t quote on their own.

When a partner could just buy the software commercial off the shelf, fewer humans are required, with fewer conflicts, and the simpler the partner program can be.

Otherwise, it always helps to focus everyone on the customer and their needs, and then work through how to simplify and speed the process from the customer’s POV.

Cross posted to LinkedIn as well. https://www.linkedin.com/feed/update/urnliactivity:7086750827058532353/
Martin Scholz
This is what we call "Partner Experience" - aka "How easy is it for a partner to be your (channel) partner". We developed a Partner Experience Assessment to help companies to discover areas for improvement for working with them... and adjust their partner programs accordingly, with simpler, more partner-focussed solutions, processes, and the right tools where it helps to make life easier.
Sunir Shah
I’d love for you to add your PEA model to our resource library in some way.
Martin Scholz
Would be happy to do so! Let’s align with @Bernhard Friedrichs on the best way to do this!
Bernhard Friedrichs
Hi Sunir, I will reach out through DM.
Jisse Plaggenborg (Teamleader.eu)
Hey guys, we had a discussion about leads converting on our end, and not on our partners' website and therefore coming in to our 'direct (organic/paid)' bucket. We might have found a solution to fix this, but curious if other partnership teams would also need a solution for that. Could you help me out through filling in this form? Promise it really takes less than 5 minutes.

https://tally.so/r/wArK6W
Sunir Shah
I’m not sure what the legality around time-based telemetry is in 2023. I recall there was a workable attempt in the long long ago to use a browser fingerprint plus time-based conversion window, which faded in the era with cross-site cookies. I think you have a good idea here.

One issue is that there’s no proof that a visitor to site A at time index 1 and a visitor to site B at time index 2 are the same person, and therefore conversion bounties are disputable.

Another of the interesting problems of using tight windows is that human beings don’t necessarily take immediate action. They often get distracted and delay action for several hours. I have seen this looking at real-time visitor monitor like a live chat tool (e.g. Olark) and event-based analytics software Amplitude.

So that’s why the fingerprint was added in the other model. I do believe fingerprints are coming back, even if they are less private than cookies.

Hashed identities with “Enhanced Conversions” is another way, but that requires the visitor has identified themselves similarly on both websites.

Therefore, I realize hashed fingerprints may work.
Jisse Plaggenborg (Teamleader.eu)
Thanks for the input Sunir! Indeed, it’s kind of a grey area but as we are based in the Netherlands we are bound to strict GDPR rules, which I as a ‘user’ would also really appreciate. Regardless of the tech, we are mostly interested in the impact that this solution could have on your partner team and partners. If that is significant it can definitely be worth a shot
Jisse Plaggenborg (Teamleader.eu)
I like the 'Hashed Fingerprints' combination though wink
Sunir Shah
I’m not really sure I understand the third-party opt in cookie law. What’s the legal impact of a first-party capture sent via a third party to a second-party, if the third-party is not warehousing the data but just brokering it, and the first and second party are just correlating visitors? A utm code or landing page click is a correlation, for instance, but is is via the customer’s user agent.
Sunir Shah
I like the idea of account-mapped, hashed visitor tracking though based on fingerprinting and/or captured PII, that only says “I saw that visitor before too.” That seems in keeping with a real-world case of a retailer telling another retailer that person was in my store before (public information), without telling the other retailer who that was.
Jisse Plaggenborg (Teamleader.eu)
Yes, looking at what happens at Google (analytics)/cookies being banned in the future we'll need alternatives. Law changes will stay behind though and it will be a grey area for the upcoming years.

From my personal opinion, I don't mind people tracking me, as long as not everyone know everything about me. Would be weird if you come out of a retail shop and some guy says, hey FirstName, LastName, E-mail, Date of birth I just saw you were in that previous store as well.

But if it's a random guy that doesn't know anything about me, I don't mind him spotting me in one store or another for research purposes or some kind of referral/affiliate way.
patricia rush
@Jisse Plaggenborg (Teamleader.eu) we should chat about this. I’ve done it a few times with my clients
Ben Mosey
Hey everyone! Looking for a favor -- does anyone have a contact at Calendly? Specifically, someone involved in partnerships?
Sunir Shah
yes
Sunir Shah
what do you need?
Ben Mosey
Contact info. Name, email, phone, etc.
Sunir Shah
lol, I got that… what am I asking them for to make the intro
Ben Mosey
Sent you a DM.
Sunir Shah
@channel Friday afternoon tooling question.

How many have a way of detecting which of their customer accounts have a consultant managing it for a customer, even if the consultant isn’t a registered partner? The typical way is checking the email domains.

Follow-up question. I spent time building a tool to analyze a database of user emails by account, identify likely managed accounts, crosscheck domains in my database of 300k digital consultants, and if unknown, download the website and check if it is a consultant or not.

I also have a tool to generate a report of your average customer profile by geo, industry, job title, company size, etc.

Does anyone have a commercial tool they use that can do that? Or is my laptop the only thing in the universe that can do this right now?
Len Martin
Hi Sunir, I'm not aware of a COTS tool that currently does that. Doesn't mean there aren't any...I am simply not aware of any.
Len Martin
Having said that, "checking email domains" of customer accounts is absolutely one way I discovered 3rd parties that were involved in client accounts. My process was manual, non-proactive, time-consuming, and probably not scalable confused - but it worked.
Sunir Shah
Lol. Should I just turn what's on my laptop into a web app for y’all? Would anyone pay for it?
patricia rush
@Sunir Shah the challenge you have is that when a consultant is managing an app/platform for their clients, they often are using emails with the client’s domain, which is typically required.

I personally have implemented and managed platforms for dozens of clients and am always set up with accounts in their authenticated systems
Jason Doran
Hi all-

I've got a fire question... Hubspot seems to be the only successful SaaS brand investing seriously in a freelancer/small-agency services provider ecosystem to A) provide their customers with product implementation services, and B) create a massive customer acquisition channel.

This strategy seems to be a straightforward opportunity for B2B SaaS brands to add value to customers and grow--especially those who want to sell to SMBs (see below bullets for my thesis).

Am I wrong? :+1: if you agree -1 if you don't agree

Why I think high-quality freelancer-provided implementation services can be a massive boost to B2B SaaS brand's growth:

1. Nearly 50% of surveyed SMBs say that implementation fears and learning a new software product keeps them from buying new software products (Source: Capterra. U.S. Software buying trends) 2. Customer LTV chart_with_upwards_trend: Average retention of customers who receive expert implementation services being 3X longer than those who do not. Many SMB buyers get stuck trying to implement new software tools. This prevents them from realizing the value of the product. If they receive expert implementation services, won't this unblock their implementation and help them realize the value of a SaaS product. Realizing the value of the product also greatly increases the likelihood of them increasing spend to add more user licenses. 3. $0 CAC chart_with_downwards_trend: When a freelancer refers one of their clients to become a customer of the SaaS brand's product, this costs the SaaS brand virtually nothing. 4. Freelancer-serviced customers generate less customer support costs: These customers hit up their freelancer expert for support more than they do the SaaS brand's support solutions. 5. Thus, freelancer-serviced and referred customers are more profitable for SaaS brands than customers acquired through any other channel. Customers acquired and serviced by independent service providers generate new low-CAC, higher-ACV customers who cost less to support.

I recently learned from a friend who reports to WebFlow's CTO that the CTO didn't even know about the company's small team that was trying to execute this strategy. Is the problem that nobody believes in the opportunity's ability to move the needle significantly?

Do any of you have any insight into why B2B SaaS brands aren't investing in this strategy?
Sunir Shah
Fuck me I want to know. AppBind is built to put this gtm motion on steroids.
Sunir Shah
I have a lot of insight what is going on though.
Sunir Shah
I'm surprised webflow doesn't know about this. They made a huge push a year or so about it.
Jason Doran
Yeah, I feel like our two startups should partner up
Sunir Shah
I don't believe in partnerships. You know that! Lol
Sunir Shah
I'll DM you.
Sunir Shah
Well I already did.
Tracey Saenz
Geez, I was thinking GoSite must, but I don't see anything about partners on their website.
Jason Doran
Yeah @Tracey Saenz, it could make total sense for GoSite to build out service provider ecosystem given the likely tech-unsavvy small business customer base. Unless GoSite's product is easy enough for them to use...
Tracey Saenz
I marketed to SMBs for a while, and even if the product is easy, many business owners just want it done for them. They're spread so thin as it is.
Ola Ogungbemile
@Jason Doran you highlight something I see too often working with SMBs. This year has been especially difficult on partnership teams. They've either been scrapped altogether or significantly under resourced.

My take - partnerships still feels like an experiment for most orgs and as a result when faced with an uncertain economic climate people resort back to what they know and more often than it's not how to build a successful partnership program. They might actually see it as a distraction
Martin Scholz
There are a few other SaaS Companies using a similar approach. A lot of the website builder have a strong partner network of small businesses servicing small businesses: Wix.com or Duda for instance.

In Germany there have been some local heros who service SMBs with their SaaS Solution (e.g. CRM / ERP for small businesses) who built a solid system of SMB Partner.

Cookiebot, a Danish Consent Management Platform, created an automated partner program which accumulated 2500 Partner (small print: only a few were very active, some never brought a client).

Just to say there are others, although not of the size or visibility of Hubspot.
Tracey Saenz
Are your agencies working with SMBs?
patricia rush
@Jason Doran this would make for a great roundtable discussion with folks like us who do implementation and platform management services
Aaron Howerton
This is one of the many reasons ecosystem is an org-wide effort. Internal mindset and functional operational support is huge on this front. If your CS or PS teams don’t understand what it means to work for a SaaS company they might throw fits about lost revenue or feel threatened about their own roles as agency/services continues to expand. Last thing you need is your PS team feeling threatened because their rates are higher than top partners - competition becomes fierce when people feel their jobs or pay are on the line.

Operationally, experience here can also kill you as things get serious. Can partners see their client list, easily get support, be looped into renewals, count on annual recurring discounts for revenue, escalate as needed, and, one of my favorites, actually ADMINISTER every facet of the platform without internal support?

Love this topic. Side note - HubSpot may be killing it but you still need HubSpot support to create custom objects as far as I know. Always a hindrance to speed and efficiency when I have to stop and ask directions.
Matouš
Hi Everyone, anyone active in performance consulting / solution development in ecommerce? I have a proven tool/product that dominates its home market (CEE region), is established in DACH and eager to grow more. I also have a well defined and proven sales process with an excellent presales phase that serves both the customer and the sales process itself. The product is Luigi's Box, AI‑Powered Site Search and Product Discovery for E‑Commerce.
Alex Glenn
Our yearly Accelerator training is back in October - this year it's focused on going-to-market with partners. Grab a seat if you want mentor-led training from some of the best to do it simple_smile https://www.partnerprograms.io/partnerships-gtm-boot-camp
Alex Sutherland
Hi guys, I want to create best practise advice for PartnerVerse members on building channel partnerships and one thing that often gets overlooked in my experience during partnership discussions is the underlying incentives for the actual salespeople/AEs who drive the deals/referrals. Curious to know what the general concensus of the group here is; whether to get that granular and include this in partner discussions, or whether this is usually left to each partner to work out internally?
Carlos Castillo Limas
Hi Alex, I have worked with Resellers across multiple segments and continents back at Geotab. I can give you more context on what have we learned about it. Let me know if you want to talk: https://app.apollo.io/#/meet/carlos_limas_6e4/30-min?source=gmail
Sunir Shah
@Alex Sutherland I asked @Huckleberry. It answered to /huck how to compensate reps for channel sales

Commissioning reps for channel sales involves structuring sales commissions and compensation plans link <[2]>. It is important to consider the objectives of the channel sales team, such as channel revenue, when determining their compensation link <[2]>. Some companies opt for an overlay team approach, where channel reps are focused on driving channel revenue but may not receive commission link <[2]>. However, it is crucial to ensure that channel sales representatives are adequately supported with sales and marketing resources link <[3]>. Building strong relationships with partners who understand the customers’ business and challenges can also contribute to successful channel sales link <[3]>. It is suggested to prioritize making partners successful and avoiding complex tiered programs or excessive incentives link <[3]>. Additionally, aligning channel sales with the sales team and considering partnerships as a marketing effort can lead to better outcomes link <[5]>. Overall, the key is to design a compensation structure that incentivizes channel reps while aligning with the goals of the channel sales program.
Sunir Shah
If you add stuff here in Slack, Huckleberry will pick it up
Alex Sutherland
Huckleberry may become my new best friend!
Tracey Saenz
@Sunir Shah Did you create Huckleberry? Do you plan to make it publicly available? Seems like a great product....
Sunir Shah
I did make it! I think I might because why have 3 businesses when I can have 4?
Tracey Saenz
I want it for my work and family Slack! Businesses are like kids... what's another one? joy
Sunir Shah
I am rethinking the CSA. I looked at the other paid Slack communities and I realized a few things:

1. I don’t like spending time on Slack vs working; but when I am in Slack, it’s because I need something. 2. The same questions, all the time; but answers are buried 3. I want the CSA to be less about thought leadership, and more about action leadership. Right now we all need go-to-market campaigns organized across the industry. 4. It’s hard to find people with similar goals The new language models solve 3 out of 4 of those problems, so I can basically supercharge what we have here.
Sunir Shah
I have AppBind, which lets agencies onboard their clients onto software and ad accounts without wasting the clients’ time.
Sunir Shah
And I have my own personal services company that is right now a holding company
Carlos Castillo Limas
Happy Friday, here Carlos Castillo, I have worked in the IoT Telematics automotive market industry in a SaaS global company called Geotab working mainly in a Reseller/Partner program style and did it across 3 continents. I am looking forward to learn more about you. Let me share my Linkedin here to connect: https://www.linkedin.com/in/carloscastillolimas/
Katie Bentz
Hi all - would love to learn more about how you are doing account mapping with your channel partners using Crossbeam/Reveal. Let's say an agency partner gives you a list of 10 of their top prospects that are current customers of yours - how are you using that list and what steps are you taking to potentially help your channel partner close them as a client?
Sunir Shah
I often ask myself, “What does the customer WIN from the agency working with you? If it’s clear and straightforward, it would be immoral not to tell your customers if you can help them.”
David Gurr
What we plan to do (we're not quite yet at this stage) is to kick off a consent process with our customer contacts.

Our CSM would judge who they think is the best contact and send them a template email with background and a link to webform to indicate consent to being contacted by that specific partner. If they consent, a note of that is made in a suitable data store for audit and legal purposes and kicks off an email to the agency partner with contact details.

Due to the confidentiality and data protection mechanisms we assure our customers of, we're not able to share any other account intelligence ourselves.

We're won't be confirming mutual customer contacts or even titles without consent, as that would confirm which part of the customer's business we're talking with, which would itself be confidential information.

Arguably, getting the customer's consent is the best route anyway - that way they're not unhappy with us for sharing their details, and the agency partner is getting a warmer contact than otherwise.
Katie Bentz
Are you planning on making the intro between the partner <> client? Or letting the partner know that the client consented and they can reach out directly? Thanks for sharing @David Gurr!
David Gurr
Yet to be decided. I can foresee that some CSMs might want to retain control of that process, depending on the Partner and the client
David Gurr
I should add, we expect this to be more common with Tech Partners, possibly larger Solution Partners, and occasionally Agency Partners
Sunir Shah
@Katie Bentz That is a really interesting question. Are you trying to save time up front by not doing the intro yourself, avoid being dragged down into endless replys, create privacy by blinding yourself to the agency-client relationship, or some other reason?
Alex Glenn
@Katie Bentz interesting you ask - we have seen almost zero actual success between agencies and their tech partners in this situation. However, it can be successful. Here's a workflow for you:

1. Segment the customers by their pain points which your partners' services + your solution solve together (work with the agencies on that). 2. Tell the agency you must have two things - something for free that's a valuable offer + a piece of educational content related to that pain point. 3. Find out who internally has the best relationship to that customer. 4. Ask that person to send the educational material (ideally as a PDF) + the exclusive offer to the client, and CC you. This is not something that's scalable, but co-selling should not be thought of as a scalable routine. It's very 1:1 (which is why it's usually only successful with large accounts wherein a lot is at stake for everyone).
patricia rush
@Sunir Shah the link you provided is not working?
Sunir Shah
That was an example where you'd put your own brand
patricia rush
ahhhhh, slack is a challenge … the threads lack context since they are often displayed out of sequence… Thanks for clarifying
Sunir Shah
@Prathik N Sunku summoned
Sunir Shah
@Prathik N Sunku Here’s my game of Marketing Risk to pull information out of the other team leads. http://sunir.org/risk
Prathik N Sunku
Thanks, Sunir!
Sunir Shah
@channel There’s call to put together a working group on how to start and grow our agency programmes. @Jason Doran’s post above was a call to action. (https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1691610443271849)

So I’ll heed the call. Who wants to join? I’m looking at laying out what pragmatic steps we know as a group to clean up organizational alignment, measure the market, go to market, adapt to meet the demand and needs of our channel partners, and iterate so there’s a flywheel.

I enumerated a list above, but I’ll paste it again in a comment on this post.

Reply below if you want to join. We’ll kick off in the next 14 days if there’s a quorum. Let’s finish 2023 strong.
Sunir Shah
1. Measuring the hidden channel (i.e. service companies driving sales, but who aren’t partners) 2. Measuring the affiliate program for agencies 3. Scanning backlinks for agencies 4. Scanning your customer list for agencies 5. Measuring how many sign ups are attached to partners 6. Measuring the life cycle of agency managed client accounts 7. Building an archive of case studies 8. Simplifying the onboarding of agencies so it’s nearly self-service, and the onramps are on the website, help center, and in-app. 9. Simplifying the process for an agency to get and manage a new account for a client 10. Simplifying the process for an agency to be invited into a client account 11. Aligning with success on using the agency network to solve retention and expansion problems of existing accounts 12. Aligning with marcomm to highlight agencies
Prathik N Sunku
I would love to join!
Eric Chan
Sign me up
Sophia Sithole
Add me to the list
Patrick Ferdig
Happy to be share my experience
Mike Allton
I’m in!
Patrick Ferdig
In
Mike Allton
I can do that!
Stacy L. Carlson
I would like to join as well.
Sunir Shah
Hey folks, I sent a calendar invite for 10am PT tomorrow to the best emails I have for each of you; but if you didn’t get it

• Zoom https://us02web.zoom.us/j/82491277636?pwd=d0hVNkw2SHlpME9pd0lkZVhldklIdz09 • Agenda https://docs.google.com/document/d/1DRnYJ6zkvRUW1wJLJaBlvpHYQaok_ymGIUp4YTcJmRM/edit
Sunir Shah
@Prathik N Sunku @Eric Chan @Sophia Sithole @Mike Allton we’re on if you can make it
Prathik N Sunku
I was travelling! Next time for sure :)
Mike Allton
Bummed I couldn’t join. My team decided Friday that we need to host another virtual summit yet this quarter and now I’m underwater planning “Agency Summit: Pinterest Edition” to take place in 8 weeks. rolling_on_the_floor_laughingscream
Bailey Huston
Hey all! I'm putting together a resource for our team on best practices when it comes to working with external stakeholders / partners. Does anyone have any favorite material or blog posts around this topic, as I'd love to include. Thanks in advance!
Jason Doran
Hi all, I'm looking for evidence that services help software customers better realize the value of the software products they buy.

Anyone know of a study or data that shows the impact of customer services--whether provided by in-house or external partners--on customer retention?
Vishal Shah
If I had time, I’d write a thesis on this. My background is of a Salesforce ISV and in one sentence I’ll say, services should not be part of the product company.

Happy to elaborate or jump on a call to share my perspective.
Debby Kruzic
Hi Jason, I have not seen a study or data, but I can definitely offer my two cents. I have worked as a VAR in the document management industry and recently got to work inside an IT department of a local government agency.
Jan Kubczak (Merixstudio)
Hey wave Are there any software houses or UX agencies here?
Vishal Shah
What kind of software house house_with_garden ?
Huckleberry
The returned search results did not contain sufficient information to be summarized into a useful answer for your query. Please try a different search or restate your query differently. thumbsup button thumbsdown button SEARCH RESULTS one Thursday, May 27, 2021 83946 PM - general It’s a news day! I’m super excited to announce that my company AppBind (<https://www.appbind.com>) just closed its Pre-Seed financing. AppBind is a platform that allows your subscription software to be sold through solution partners. We solved the biggest problem that has gummed up this entire channel. If your partners can’t buy your software, how do they sell it to their customers? Partners do not want to get between the customer and the ongoing billing because it is an enormous accounting cost and financial risk. AppBind lets any partner buy any subscription on behalf of a customer without the financial risk, and without any engineering required from the software company. We launched in January 2020 and have been growing 16% month over month. I would greatly appreciate any love on this LinkedIn post.

two Thursday, September 24, 2020 54314 PM - general This may sound obvious. Know your customer. What defines business outcome value for enterprise customers in your business area, how do they make their buying decisions, what preferences do they have for engagement? At the end of the day Enterprise customers have the same needs as small customer at a basic level. They get value from what they buy. That what they buy helps improve their business etc. The biggest difference of course is the scale and with it the professionals involved in assessing need, evaluating options, making decision, negotiating the deal and so on.

three Friday, June 4, 2021 55746 PM - general Thank you I understand. However, what are the words the users would use to describe your product? Message from <@U01UCT7SB6Y> at 1622829466.111200 in #general A way to do a hands on comparison of the software they want to buy Message from @Sunir Shah at 1622829473.111400 in #general Don’t take my word for it; ask people how they’d describe what you’re offering to a friend of colleague… and copy their language Message from @Sunir Shah at 1622829550.111600 in #general I am only one datum.

four Monday, January 4, 2021 91720 PM - CSA Masterclass - How to Plan Your Integration Strategy for 2021 with Ryan Lunka, Blended Edge marketing application themselves. they're going to embed twilio in their. application. but for some reason when um product. teams who aren't selling integration. software get to the question of how do. we do integration to other products. the default decision is usually to build. them themselves. and that i don't see it's 100. but it's almost 100 from what i see in.

five Thursday, June 13, 2019 31147 PM - general <!here> Reminder, we’re going to have a weekly discussion here in Slack every Thursday at 10am PT / 1pm PT starting today. Do you have a topic you want to get thoughts from the crowd? Add them to the list. Today we’re going to talk about…

How do you manage referral partnerships? What software do you use? What commission terms? Do you distinguish between affiliates and agencies?

Pablo M
Hi, anyone here marketing to platform engineers?

Looking to kick off co-marketing initiatives. Please DM if you want more context.