Steven Larsen
Hello everyone
Steven Larsen
Cool to get this set up!
Jake Wallace
Hey @Steven Larsen Good to see you joined the community! I know who you are but, feel free to jump over to #intros and tell everyone else a little bit about yourself.
Manoj Ranaweera
Do check us out www.unified.vu/appstore keen to work with others.
Sunir Shah
Morning folks and welcome!
Manoj Ranaweera
Morning Sunir. What happened to the SaaS Directory? I don't think I've listed UnifiedVU. It may still has edocr.com in there!
Sunir Shah
It'd a victim of the rebrand. I haven't rebuilt it yet.
Sunir Shah
A lot of work. Had to wait until after sass connect
Sunir Shah
Sorry for the typos. I am trying a new iPhone keyboard. Clearly no good.
Jake Wallace
Welcome @everyone! Be sure to drop on in the #intros channel and introduce yourself! This is just the start! Let’s get some chatter going :)
Adam Metz
Hi everyone - I'm Adam Metz, I run the sales team at Staircase3/RSRF. I also advise the Concert for Our Lives to benefit MSD Parkland (https://www.gofundme.com/msd-benefit-concert).
Adam Metz
I used to also run partnerships for Growth Marketing Conference (growthmarketingconf.com), but I'm transitioning out of that role in the next month to take a greater role with the benefit concert.
Brett Owens
Hi everyone, I’m a co-founder and marketing director at LeadDyno. We just launched a partnership with AWeber thanks to big help from @Jake Wallace simple_smile
Jake Wallace
Brett!! Good to see you've joined! Looking forward to working closer with you and the LeadDyno team! Cheers!
Brett Owens
Thanks Jake! Same here!
Manoj Ranaweera
Hey Scott, how are you?
Scott McMullan
Doing well thx @Manoj Ranaweera - great to be here!
Mark Kofman
Hi everyone. I am the co-founder of www.import2.com. A newcomer here simple_smile
Tina Hsiao
Hi everyone! I'm the COO of WePay and on the Board of Cloud Assoc. Happy to have everyone here!
Olivier Veyrac
Veem here! Nice to be here.
Kevin Raheja (Typeform)
Kevin from HubSpot. Great to meet you all.
Manoj Ranaweera
A man from the past. How are you Mark?
Mark Kofman
hehe ))) doing good. it’s been a while
Manoj Ranaweera
Assume 300mg was long gone. Updated my CRM now.
Mark Kofman
yep, 300mg turned into www.import2.com very quickly. We focused on data import/export problems and thats where we have got the most traction. 20,000+ customers served, so no regrets simple_smile
Manoj Ranaweera
wow, that's awesome Mark.
Laura Roeder
Hello! Founder of MeetEdgar.com (social media marketing tool for small businesses) and Ropig.com (alert management tool for SaaS teams)
Sunir Shah
@Manoj Ranaweera isnt it illegal to share PII without permission?
Sunir Shah
I think you should remove that
Manoj Ranaweera
OK, but its a public list
Manoj Ranaweera
Deleted.
Sunir Shah
It says private
Manoj Ranaweera
No worries. I see your point.
Sunir Shah
Thank you
Jake Wallace
@channel Good morning from Snowy Philadelphia, PA. Quick question, Where are you based? Who knows, you might have friends near by.... simple_smile
Joe Dwyer
Minneapolis
Charles Miller
Kansas City
Karen Baker
Austin TX (though I have a very strong british accent!)
David Leary
Tucson, AZ
Brian Walsh
San Francisco, CA
Chris
Boston though in CA this week (and frequently)
Manoj Ranaweera
Manchester, UK
Adam Metz
@Brian Walsh How you doin' - long time no see.
Jamie Sutherland
I see some familiar faces here...
Jamie Sutherland
Anyone need to convert audio or video to text, let me know! My new company: https://sonix.ai
Manoj Ranaweera
ex-Xero? Hi Jamie
Adam Metz
Hey @Jamie Sutherland What's going on.
Kevin Raheja (Typeform)
SF
Jamie Sutherland
Yup. Left Xero almost 2 years ago
Jamie Sutherland
Got a PhD in SMB accounting over the last decade and time to do something completely different :)
Jamie Sutherland
Next chapter!
Jake Wallace
@channel Tell us about your experience, how long have you been building partnerships?
Jake Wallace
I've been in the game for 11 years now... Built two partner programs and resurrected another!
Robert Rand
I've been building partnerships and alliances with tech companies for over a decade. Originally, on behalf of an agency, and more recently for a SaaS company.
Karen Baker
And on that note hallo @Robert Rand simple_smile Good to see you in here.
Karen Baker
Ahh didnt know you met, yes sorry been in UK, back next week! Take it easy.
Robert Rand
Safe Travels! Talk talk to you soon.
Jake Wallace
Nice @Robert Rand
Robert Rand
Thanks @Jake Wallace! It sounds like we got into partnerships around the same time.
Jake Wallace
Yeah totally! I can't wait to learn from everyone here what works and what doesn't... I'm always eager to try new things to grow partnerships!
Manoj Ranaweera
I feel like I have been developing partnerships my whole life. Founded my first tech startup in 2004. Lot of failures and few successes. One of the objectives of coming to SaaS Connect this year is to get re-motivated and look at how best to work closely with some of you.
Manoj Ranaweera
I'm also keen to understand your strategic road maps in terms of UK and what can we do to make it painless.
Jake Wallace
As a reminder, please update your profiles with what company you work at simple_smile Happy Friday!
Adam Feber
Anyone here used Bizable or Full Circle for attribution tracking with their marketing automation/salesforce? Looking for feedback.
Mark MacLeod
@Adam Feber Heard good things about Bizable. Have not used it personally
Adam Feber
@Mark MacLeod thanks for the feedback! They definitely seem to come up a lot as a leader, but also carry a pretty decent price tag
Greg Plum
Philly-ish. Technically Delaware!
Greg Plum
Good morning, all. I am part of a new AI initiative. It is a workshop created by the authors of the book AI&U (https://www.amazon.com/dp/1521717206?tag=geolinker-20). The workshop started in Germany, and is now hopping across the pond. Our site is www.AIandUworkshop.com. No smoke and mirrors here... it is brand spanking new here in the US. I would love to get input from this esteemed group. Thanks! Greg (yes, that is actually a _phone_ number for those who remember how to use one!). simple_smile
Jake Wallace
Happy Monday @channel! Tell us about your team, are you a team of one or many? Give us some details simple_smile I'm a team of 10 made up of Sales, Account Management & myself for Partnerships.
Sean Matthews
Aloha!

Team of 5, 3 devs (MERN Stack, primarily) dedicated to Integration Development (in all shapes and colors), and myself and co-founder doing the full mix of _everything_ else!
Sunir Shah
We’re 2 people at AppBind, my new startup focused on SaaS reseller billing. The CSA is difference; we have a ton of volunteers. simple_smile
Jake Wallace
Oh we have another 7 on our dev integrations team ensuring our api plays nice and create more endpoints for our integration partners to take advantage of..
Sean Matthews
Purely developing the API and Documentation? Or are they implementing too??
Sean Matthews
(a la professional services)
Sean Matthews
And are they building direct integrations as well?
Jake Wallace
Maintance we’ve built a few. Not adding anymore though. Encouraging others to build however :)
Sean Matthews
Pure speculative question- if you could pay a monthly subscription to a service/company to take over the maintenance/support of existing and new connectors, kinda like insurance, would you? And/Or what would price point have to be? [Thought being if 100 Apps could contribute to an expert team to maintain/support integrations, each company could pay a fraction monthly of what they normally pay in dev hours, defraying the cost, and it would free up your devs to focus on new development/features/in-app stuff]
Jake Wallace
It’s something we’ve discussed and is on going. If the price is right wink
Adam Metz
@Sunir Shah Can you add my colleague Adam Xi ()?
Jake Wallace
@Adam Metz I've gone ahead and sent Adam Xi an invite simple_smile
Adam Metz
Thanks man, appreciate it
Adam Metz
@Jake Wallace Can you actually revoke and resend to ?
Jake Wallace
done!
Adam Xi
Hi guys, thanks for the invite!
Sunir Shah
Hey Adam, welcome to the group!
Sunir Shah
hey folks, I’m starting to organize the networking events during SaaS Connect… mentor circles, roundtables, SIG meet ups.
Sunir Shah
If you have any topic or circle you want to lead, please let me know. simple_smile
Melinda Gonzalez
Hi Sunir - I just joined this group and am looking forward to getting more involved. I could lead a discussion on customer success strategy. More specifically, how to use journey mapping and other service design methodologies to design a CS/CX strategy based on customer needs.
Jake Wallace
Roundtables are the lunch time ones, right?
Jake Wallace
I'm happy to lead one
Sunir Shah
sure thing; any particular topic or style? (mentor, roundtable, SIG)
Sunir Shah
roundtable would be something like “How do you run your sales strategy?“; SIG is some policy issue; mentoring hopefully self-explanatory
Jake Wallace
I love the roundtable discussion. more so asking questions and prompting discussion
Jake Wallace
Topic could be Partnership: A Two Way Street! Kicking around ideas to ensure that both are successful and time isn't wasted simple_smile
Sunir Shah
I’ll put you on the list. I’ll probably coach a change in topic towards something more specific around partnership practice
Kevin Raheja (Typeform)
Happy to do a mentor or roundtable on effective BD/Partnership channels, strategy.
Sunir Shah
Hey Kevin; thanks! gotcha on the list.
Kevin Raheja (Typeform)
Great.
Manoj Ranaweera
One for UK #SaaSTMSf18 team as discussed before please. Lot more work to get this sorted at my end.
Sunir Shah
@Manoj Ranaweera got it. simple_smile
Mike Mierz
hey all.
Adam Metz
@Sunir Shah Can we add my office-mate ?
Jake Wallace
Adam, I just send Ed an invite.
Adam Metz
They'd be a great addition.
Sean Matthews
RE roundtable, mentors… @Tom Elliott is great for moderating things like roundtables, and I’d love to help lead one or mentor on something like Integration Strategy and Partnerships… Can answer specific questions for some free advice on mentorship, and general questions in round table
Tom Elliott
Aww shucks. But yeah, I’d love that!
Adam Metz
Hey folks, this is our office-mate @Edward Who handles growth-marketing and BD at Skymind.io
Mike Mierz
welcome @Edward
Edward
Thanks @Adam Metz @Mike Mierz. Nice to meet everyone!
Jake Wallace
wave Hi @Keren Zemer (ZipRecruiter), glad to see you’ve joined the Community! wave
Jake Wallace
@channel Are you going to SaaS Connect 2018 (May 1st & 2nd in SF) meaning you already bought your tickets or are planning on attending, meaning will be buying tickets to attend? Awesome! You should join the channel #saasconnect and start connecting with those will be be attending. Start setting meetings, learning more about who's attending and more!
Adam Metz
I'm going.
Sunir Shah
I just posted the podcast I did with Allbound talking about why companies who succeed treat partners as customers.

http://www.cloudsoftwareassociation.com/2018/03/19/partners-are-customers-of-your-partner-team-allbound-podcast/
Sunir Shah
If y’all have partnership content I can crosspost, please let me know. I’m building a library of partnership know how.
Jake Wallace
@Luke Miller welcome my friend! wave
Luke Miller
Hi Jake - how are you mate? Thanks for the invite!
Jake Wallace
Cold! Anther snow storm is approaching here! : /
Chris Lucas
Hi @channel My name is Chris Lucas, worked at Formstack for nearly 10 years and am now with a company called BLASTmedia, a B2B SaaS PR Agency. We are a partner of the Cloud Software Association. From time to time we will ask for some quotes etc. as writers are working on stories that can include our member orgs. I have an opportunity for folks not based in SV - if interested DM me. Details >> We are looking for companies/leaders that might want to give a quick example of/quote about a perk their location offers that entrepreneurs won't find in Silicon Valley (ex: soon SaaS won't be taxed in Indiana).
David Leary
won't 100% of these quotes be "I can buy a house because I'm not in Silicon Valley" simple_smile
Jake Wallace
Hi @Chris Lucas glad to see you here!
Chris Lucas
Hey @Jake Wallace great to see you as well!
Sunir Shah
@Chris Lucas great to have you here. Don't tell anyone the true stories of what it is like to work with me for a decade.
Chris Lucas
@Sunir Shah nothing but unicorns and rainbows simple_smile
Sunir Shah
just tell the people I had hair once
Jake Wallace
Does anyone have a (partnerships) contact at Insightly?
Sunir Shah
@Jake Wallace I have a contact there
Sunir Shah
but not in partnerships
Manoj Ranaweera
Strangely I am not connected anyone there!
Adam Metz
@Jake Wallace I know CEO pretty decently, close with ex sales and mktg VP
Adam Metz
DM me details
Kevin Raheja (Typeform)
Hi everyone, I recently launched a side project. If you would do me a massive kindness and upvote Automagical on Product Hunt today, I'd be forever grateful. "Automagical turns blog posts to videos, automatically, with AI." Use code "freemagic" for a free video, and thank you! :)
Jake Wallace
@Kevin Raheja (Typeform) can you drop the link here for quick access?
Kevin Raheja (Typeform)
Hi Jake! There's no direct link, but if you go to producthunt.com, you'll find "Automagical" under "today." Thanks a billion!
Jake Wallace
Upvoted! Good Luck.
Sunir Shah
@Kevin Raheja (Typeform) done
Sunir Shah
Your handle is a mouthful
Kevin Raheja (Typeform)
<3 You all.
Sunir Shah
I am going to change my handle to the complete text of Walden
Kevin Raheja (Typeform)
Yes, and apologies for that handle. Good lord.
Kevin Raheja (Typeform)
No. Pls
Sunir Shah
@Kevin Raheja (Typeform) what’s your role at automagical. Interesting product
Kevin Raheja (Typeform)
Basically minority co-founder.
Sunir Shah
Not a HubSpot thing I presume!
Sunir Shah
It takes a lot of work to build something like that. Congrats to your team
Kevin Raheja (Typeform)
I like the video space. I love the video space + AI. :) Nope not part of Hubspot. Thanks Sunir! Much appreciated.
Sunir Shah
Plus as a fellow maniac it’s nice having more companies to work on.
Sunir Shah
Maybe I should post the entire text of Walden and we can reflect on our life choices. Though I do prefer indoor plumbing so Thoreau’s hermitage is not much of an alternative.
Sunir Shah
Also I like capital
Kevin Raheja (Typeform)
I support this.
Kevin Raheja (Typeform)
Fully.
Kevin Raheja (Typeform)
As a literary fan, and as a Sunir fan.
Sunir Shah
Could you imagine a csa book club
Sunir Shah
Typical Sunir style it would be not what you expect for a tech thing
Sunir Shah
A wide ranging adventure from Walden to Godel Escher Bach to Twilight
Sunir Shah
However that would require reading and as a librarian I am opposed in principle
Kevin Raheja (Typeform)
I would actually like this v much.
Sunir Shah
You would.
Sunir Shah
Don’t encourage me
Kevin Raheja (Typeform)
... encourages
Sunir Shah
I’ll take that as a rallying call to sell more tickets today
Manoj Ranaweera
voted
Kevin Raheja (Typeform)
Thanks Everyone, I'm very grateful and at your service.
Manoj Ranaweera
any free trials?
Kevin Raheja (Typeform)
@Manoj Ranaweera If you use code "freemagic" it will give you a free video ;)
Sunir Shah
At my service? Can you help get people to Saas connect? I am getting you up in the website today/tomorrow btw
Sunir Shah
You offered! I take. Like open cookie jar
Kevin Raheja (Typeform)
DM me on how I can share that, Sunir, and absolutely!
Manoj Ranaweera
stuck in rendering video
Kevin Raheja (Typeform)
It will render for about 3-4 minutes. It will deliver soon!
Manoj Ranaweera
Would be good if I can edit it later. It's http://unified.vu/2017/06/25/cloud-integration-market-analysis/ canny service. Extension of Canva? Or they could acquire you
Kevin Raheja (Typeform)
I would sell to Canva ;) Yes, and any other product feedback would be welcome!
Manoj Ranaweera
Noted Guy Kawasaki is their Chief Evangelist now. You should show this to him
Kevin Raheja (Typeform)
For sure! I'm connected to him on LNKD, but never actually met him.
Sunir Shah
Sweet. One free copy of Walden for you
Sunir Shah
Danke
Chris Lucas
@Kevin Raheja (Typeform) Done! Good to see you on here as well
Kevin Raheja (Typeform)
You too, Chris!
Sunir Shah
@here hey folks, would you mind doing me a quick favor and retweeting/sharing these posts about SaaS Connect:

Retweet https://twitter.com/CloudAssoc/status/978386703625879552

Share https://www.linkedin.com/feed/update/urnliactivity:6384426205294190592
Tom Malcolm
Hi gang! Great to join this thread. Excited for SaaS Connect in May. @Sunir Shah, I'll promote those links with my personal social accounts, and get Lighter Capital to promote as well.
Sunir Shah
thank you!
Jake Wallace
Shared!! Just talked to a few integration partners today and mentioned it. One was on the fence but, I think he’ll end up joining now!
Sunir Shah
awesome, thank you
Manoj Ranaweera
Is anyone from MailChimp here? Also love to know whether any of you use MailChimp for Sales, as clicks and opens can be used Prompts for follow up via email, calls or social media
Sunir Shah
@here I’m happy to announce that @Chris Lucas, VP, BLASTmedia has joined the CSA as Vice President, Public Relations.

If you’re looking for PR help, he’ll be running the #pr channel here on Slack, to talk PR and provide opportunities to members as they arise.
Jake Wallace
tada We're at 101 new Community Members!!! raised_hands
Sunir Shah
sweet
Sunir Shah
It’s happening!
Sunir Shah
hey @Matt Verlaque been awhile!
Sunir Shah
how’s it going?
Matt Verlaque
Hey Sunir! Everything is awesome over here simple_smile How about you?
Sunir Shah
well, clearly busy doing this stuff
Sunir Shah
plus the 3 kids now
Sunir Shah
plus a new thing appbind.com
Matt Verlaque
That's a really cool concept there, congrats on the new venture
Sunir Shah
thank you
Sunir Shah
are you coming in may
Sunir Shah
to saas connect?
Matt Verlaque
Not sure yet, we've had two trips out west so far this year, have to see what things look like.
Sunir Shah
well, the key is that our event saves your partner team from having to travel to other more expensive events
Sunir Shah
hey @Natalie Kerns! nice to have you here as well. Looking forward to hearing the CE talk at SaaS Connect.
Natalie Kerns
thanks @Sunir Shah! Thanks for putting together this community. Who at CE is giving the talk? simple_smile
Sunir Shah
Ross Garrett
Sunir Shah
I hope he knows!
Natalie Kerns
Ross is the best, I’m sure he knows @Sunir Shah. Being remote I’m a bit out of the loop simple_smile Speaking of being remote, any CSA folks in Seattle!?
Sunir Shah
So many Seattle folks
Sunir Shah
We need to have a Seattle event, especially with Microsoft
Natalie Kerns
I can help plan it! Put me in coach @Sunir Shah
Sunir Shah
sold
Sunir Shah
you have no idea what you’ve just committed yourself to
Natalie Kerns
haha, I’m in for the challenge. let’s do it!
Natalie Kerns
let’s find time to chat Sunir
Chris Lucas
@Natalie Kerns good luck, @Sunir Shah will hold you to it simple_smile
Natalie Kerns
Oh I know it! PS Hi Chris! Been a while since I saw you last!
Scott D Epter
I'm guessing we have a few members in here: http://saas1000.com/
Jake Wallace
There are definitely members listed here. Including AWeber raised_hands thanks for sharing!
Sunir Shah
How many folks are working Good Friday? Is that common in the US?
Jake Wallace
Not I. Our office is always closed on Good Friday.
Sunir Shah
I never get US holidays
Sunir Shah
But I think the attitude is that holidays are between employers and employees
Sunir Shah
many schools are open apparently
Jake Wallace
Yeah we get most holidays off which is the norm here. :)
Scott D Epter
I'm on today, @Sunir Shah, but leaving early (we celebrate Passover and Easter in my house). My wife's observing Good Friday but has to work in between services. A few people took off from Exago today but our offices are open. Schools in my district take spring break this week.
Sunir Shah
US spring break is another mystery to me
Sunir Shah
seems like it varies randomly
Scott D Epter
It does. Education policies vary by state. Here in NY schools are required to have 180 instructional days each school year. Individual districts then build their schedules around that.
Manoj Ranaweera
@Manoj Ranaweera uploaded a file: 1.jpg
Manoj Ranaweera
hunting #SaaS companies using UnifiedVU, CapsuleCRM, Companies House, FullContact and Linkedin.. lot of work @Sunir Shah plus we got 2 week school holidays in the UK which is not helping one bit..
Manoj Ranaweera
Feel like Backupify was such a long time ago...First came across in 2011 when I attended the Google Apps first ever conference which coincided with the CSA first summit.
Shane Bliemaster
Hello, everyone. I am the founder of marketingsupply.co. We help B2B startups use data-driven marketing methods to scale. I was VP of marketing at Nutshell before I started my company 3 years ago. If anyone wants to chat growth, feel free to DM me!~
Sunir Shah
@Shane Bliemaster yo! long time. glad you can join us
Shane Bliemaster
me too, @Sunir Shah!
Shane Bliemaster
looking forward to contributing how I can to help the community.
Sunir Shah
oh you know I have ideas
Jake Wallace
Welcome @Shane Bliemaster!
Sunir Shah
@here I just published the SaaS Connect agenda. It’s hotter than ever.

p.s Don’t forget to register. I start facilitating attendee introductions next week. simple_smile

http://www.cloudsoftwareassociation.com/saas-connect#agenda
Scott D Epter
Looks great, @Sunir Shah. Dunno about the guy keynoting on Tuesday, though. He seems a bit questionable. simple_smile
Sunir Shah
there are 5 keynotes on tuesday
Sunir Shah
I’ll take those odds that you’re not talking about me. simple_smile
Scott D Epter
Oh my bad. You know it's bad when I can't even bust on someone successfully. But yes, I did mean you.
Sunir Shah
hey @Joel Slatis
Sunir Shah
how’s timesheets this year?
Joel Slatis
Timesheets.com is doing great. No complaints. Thanks for asking.
Sunir Shah
@channel SaaS Connect agenda is published. Ticket prices go up April 13.

Register today so I can start making introductions for you next week.

http://www.cloudsoftwareassociation.com/saas-connect
Greg Sweeney
:+1:
Sunir Shah
@Greg Sweeney you still thinking of leading a prof dev conversation?
Greg Sweeney
Yes, and I've just re-sent my email from March 20. Thanks for all your excellent work to make this a great conference!
Manoj Ranaweera
Hi All, I created a channel called #saastmsf18 as we need bit of support. If you can help, please join. This is with respect to http://www.techcelerate.ventures/saastmsf18/
Sunir Shah
@Greg Sweeney you’re up
Sunir Shah
please check to make sure I have your title/company/photo correct
Sunir Shah
I rebuilt the agenda in Wordpress PHP this year. I am going crosseyed debugging it.
Brian Kurth
Hi everyone, we're a small SaaS startup facing the realization that we need to get GDPR-certified in the EU. Any small/medium-sized SaaS company who's been there and done that? I appreciate any and all input re: process, time and $'s to do it.
David Leary
I don't have any insights on the Intuit side ...but I'm guessing its a pretty big project ... here is the page we spun up to talk to customers about it
Joel Slatis
see my response in #random ... we're working with a privacy consultant on a 'small company' deal.
Thomas (SaneBox)
@Brian Kurth we used a company called, https://www.verasafe.com/
Justdowhatittakes
Just joined the group
Jake Wallace
@channel Welcome those who are new to the community! Please head over to #intros and tell us a little bit about yourself simple_smile Also, as a bonus hop into #saasconnect if you're planning on attending the show! Cheers beers
Sunir Shah
@channel ACTIONS FOR SaaS Connect: I’m raising the prices for SaaS Connect tomorrow because we’re starting the introductions between attendees. Basically, stop procrastinating and register. simple_smile

See who’s coming so far…

http://www.cloudsoftwareassociation.com/saas-connect#who

When you register, please opt-in to be introduced to attendees so I can make the introductions.
Jake Wallace
I don't remember if I optin to share my contact info... but, I'd like too.
Sunir Shah
y’all mind doing me a favor and clicking to tweet? https://ctt.ec/aXcx3
Sunir Shah
we’re in the major ticket push time. I appeciate the help
Lisarna Wynyard
@Sunir Shah Tweeted simple_smile
Sunir Shah
thanks!
Manoj Ranaweera
I'm thinking of simplifying and improving our website home page. Who's proud of their website? Looking for inspiration..
Sunir Shah
Good morning folks
Jake Wallace
Morning! wavecoffee
Sunir Shah
I’m not going to lie to you
Sunir Shah
2 weeks to go
Jake Wallace
Whoa!
Sunir Shah
Feeling it.
Sunir Shah
there are 30 people looking at the site right now
Sunir Shah
I do admit that being able to see people in the store, but not really able to strike up a conversation, is a maddening part of the 21st century business experience.
Tom Elliott
We could help you customize Drift so that the chat wasn’t as chirpy and obnoxious as Intercom
Tom Elliott
@Sunir Shah
Sunir Shah
Right now I’m using Olark. Very happy to replace it with Drift
Jake Wallace
@channel If you're going to SaaS Connect then share it with your network!
Jake Wallace
new business opportunity? thinking_face
Sunir Shah
if only there was some form of way to chat to visitors
Sunir Shah
I think actually, like all marketing, people have become inured to chat
Sunir Shah
I personally am triggered by the intercom chirp.
Jake Wallace
I leverage the Intercom chat daily!
Sean Matthews
I haven’t compared Drift against Intercom
Sean Matthews
Pricing compares and feature compare would be interesting
Adam Metz
@Sean Matthews We've cooked up an elegant combo of ZenProspect+Chatlio
Adam Metz
and just added FrontApp to the mix
Adam Metz
replacing ZenDesk
Adam Metz
Layering Leadfeeder on top too
Sean Matthews
Interesting, we’re doing FrontApp too
Jake Wallace
wave Welcome to those who just joined us this week! Please head over to #intros and tell us a little bit about yourself! Also, are you headed to SaaS Connect? If so, join that channel too #saasconnect tada
Sunir Shah
morning folks. Less than 2 weeks to go. Today is the day when I realize I should do my dry cleaning and get a haircut before the event.
Sunir Shah
hey @Jenna Donahue
Sunir Shah
I’d love to meet with you at saas connect because I am working on a new product that complements LastPass
Sunir Shah
it’s great that LastPass is coming. I’m super excited in fact.
Sunir Shah
hey @Alex Moore
Sunir Shah
hey @Naomi Mbakwe!
Naomi Mbakwe
Hello!
Sunir Shah
welcome back from vacation. I hope it was amazing
Naomi Mbakwe
Thanks! It most certainly was
Sunir Shah
hey @Peggy Emch been awhile. how’s it going?
Peggy Emch
Pretty good, Sunir. I'm looking forward to the conference next weekend.
Sunir Shah
if it was next weekend, I’d panic
Sunir Shah
don’t say things like that. simple_smile
Sunir Shah
2 weeks
Peggy Emch
Next as in not this coming one! Oh English.
Sunir Shah
haha
Peggy Emch
I imagine you're scrambling by now. Last year you said you were resigning! What made you stay?
Sunir Shah
I think that was misunderstood
Sunir Shah
I was ending the GTM strategy for SMBs
Sunir Shah
rebranding to partnerships
Sunir Shah
I wanted to get people’s attention, but perhaps it was too early in the morning for that shtick
Peggy Emch
ha! ok, I suppose it was. Well, you do a great job so it's good I misunderstood. See you in a couple weeks!
Jake Wallace
@channel Happy Friday everyone ... make it a good one! tada beers
Sunir Shah
afternoon! Despite appearances, I’ve been busy on my real job.. if folks have needs ahead of SaaS Connect next week though, let me know.
Sunir Shah
I’m going to try to triage them all tomorow
Sunir Shah
morning.. I’m working through things today. Let me know if I missed anything urgent.
Adam Metz
Wait this isn't your full-time job?
Sunir Shah
haha, no
Adam Metz
much gratitude!
Sunir Shah
also, to be honest, there was a mass murder down the street from me yesterday
Adam Metz
Oh god, we all heard.
Adam Metz
That was awful
Jake Wallace
crazy
Sunir Shah
My father in law was right there.
Sunir Shah
well, that makes 4 terror strikes my family has been in the middle of
Sunir Shah
I don’t even know how to react
Sunir Shah
In this case, the guy was mentally disturbed.. not sure if it qualified as terror
Sunir Shah
I think the scariest for us was when the Bandra West station blew up in Mumbai, a week after I was visiting my family there. My cousin had been through there 30 mins before.
Sunir Shah
I guess my general reaction is negative, but stiff upper lip and carrying on
Jake Wallace
its a shame we have to be on the look out no matter where we go these days
Sunir Shah
I think the main thing is that we look out for each other. It’s not just violence.
Jake Wallace
yuuup
Scott D Epter
@Sunir Shah that's awful. You are in the Bay Area?
Sunir Shah
@Scott D Epter Toronto
Scott D Epter
Oh I figured you were talking about Toronto but for some reason thought you were out west. A friend from grad school is up your way and I was a bit on edge until he marked himself safe.
Sunir Shah
We live very close. Tons of people in our neighbourhood affected
Scott D Epter
Ugh. I do like your "look out for each other" mindset. All gets better with more of that.
Brian Rainboth
@Sunir Shah prayers and positive thoughts from your fellow Canadians out here in Vancouver and the West Coast. pray
Sunir Shah
Hey @Hans Bukow welcome!
Sunir Shah
ERP space is an interesting one
Sunir Shah
You coming out next week to SaaS Connect?
Sunir Shah
hey @Joey Ziminsky! welcome
Sunir Shah
morning folks.
Joey Ziminsky
thanks @Sunir Shah i look forward to the event!
Josías De La Espada
Guys, I'm new at partnerships/etc., although we have a few partners. What's the best way I can lear more about how to create a robust program to start with? Our clients are usually companies with segmented audiences in several industries, they need to have some kind of data managed through platforms like Salesforce, ActiveCampaign or a simple Spreadsheet, and usually use whatever email/sms/etc. tool to distribute the individualized multimedia content automatically generated through our platform. They usually want to increase/accelerate sales or increate engagement-related KPIs.

What would be your recommendation to start with?
Sunir Shah
@Josías De La Espada what’s your product? You should start with core use cases. Customers follow data.
Sunir Shah
So if you are focused on sales videos
Sunir Shah
Ask your customers what sales and marketing automation tools they are using
Sunir Shah
And go too down
Sunir Shah
Top down
Sunir Shah
Consider a cloud connector like cloud elements or Workato or Sush.io to do integration work for you
Sunir Shah
@Josías De La Espada I have a lot more I could say but I am clearly focused on the event at the moment. You can grab me after I get back week of may 7
Sunir Shah
morning folks
Sean Matthews
Mornin!
Josías De La Espada
For sure I will! BTW, I really love what you guys are doing! I'm thinking about finding something similar in EU or at least in Spain (where I'm personally based)... If there isn't, learn from you and find ways to help other companies around here.
Josías De La Espada
Regarding the event, I'll do my best to go to next year, as this year I couldn't plan with enough time. BUT, is there any advantage from registering to the event and not attending (physically) (for example: videos, contacts, etc.)?
Sunir Shah
@Josías De La Espada id take you money but really what I should do is charge member fees
Sunir Shah
How much would you pay to have direct contacts across the network?
Sunir Shah
Consider that we have to not lose money supporting your business
Sunir Shah
morning! I’m off to the airport. see you in SF
Jake Wallace
I'm waiting at my gate! airplane
Sunir Shah
how was the game lsat night?
Jake Wallace
Games tonight! 5pm local time.
Jake Wallace
come by The Bus Stop at 5pm local time!
Chris Lucas
On the plane as we speak! See you all tomorrow
Jake Wallace
@Chris Lucas if you can make it tonight. Come visit us at the bar above ^ basketball
Chris Lucas
OK, will do. Not sure what our plans are yet
Clement Bruneau
@here not sure it's the right channel to post that but I'll try anyway - we are looking to fill Alliance Manager (https://app.trinethire.com/companies/4567-aircall-io-inc/jobs/5674-alliance-manager) and Channel Partner Manager (https://app.trinethire.com/companies/4567-aircall-io-inc/jobs/8475-channel-partner-manager) positions - anyone looking for a new challenge? simple_smile
Adam Metz
How dare you post BD roles in a BD forum
Josías De La Espada
stuck_out_tongue
David Leary
@Sunir Shah is there an official twitter hashtag for this weeks event? Travel didn't align so I'm going to have to attend virtually.
Jake Wallace
#saasconnect
Jake Wallace
@David Leary ^
Jake Wallace
Welcome @everyone who just joined during these next two days. Please jump over to #intros and tell us a little bit about yourself! beers
David Leary
Those of you that want to be the next TSheets ... shoot me an email ...I'll give you the same formula I gave them.
Sunir Shah
afternoon. I have my traditional conference laryngitis
Sunir Shah
it comes every year. simple_smile
Sean Matthews
joy
Sunir Shah
I bought some American cough drops with benzocaine.
Sunir Shah
Not sure how medically sound they are, but they feel good.
Sunir Shah
I am rocking the lemon + honey earl grey tea this week
Jake Wallace
I feel the same way!!! face_with_thermometer
Sean Matthews
Yeah I was going to say sounds like a tea-week
Kristine Reyes
Had a great time at SaaS Connect!
Kristine Reyes
Is there a recording of Heather Conklin's keynote, VP of Product Management at Salesforce? As well as Emily Litwin's from Squarespace?
Jake Wallace
@Kristine Reyes, they will be coming out in the coming weeks. As soon as they're available, I'll post them in the community
Chris Lucas
Hey All - just a reminder to check out the PR channel. We (BLASTmedia) are posting some opportunities for members of the community to be included in some stories that we are pitching. There is a new one posted yesterday!
Sunir Shah
Hey folks speaking of which BLASTmedia helped me publish this article which is a continuation of my keynote at SaaS Connect... that the SaaS subscription model is really a love triangle and that’s bad for business

https://www.martechadvisor.com/articles/cloud-amp-integration/3-ways-to-break-the-saas-sales-love-triangle/
Jake Wallace
I just shared it on LI
Jake Wallace
and twitter
Sunir Shah
@here anyone want to go to the B2SMB institute summit in San Francisco later this week (May 16-17)? I have a couple tickets. https://b2smbi.com/
Joel Slatis
Sure. I've never been
Sunir Shah
You able to make it back to SF?
Joel Slatis
I'm in San Jose.
Sunir Shah
ha, I thought you were in Chicago. the more you know.
Sunir Shah
dm’d you
Sunir Shah
@here I also have discounted SaaStr tickets. $650 right now. https://www.eventbrite.com/e/saastr-annual-2019-tickets-42854448810?discount=SAASVIP
Sean Matthews
@Tom Elliott SaaStr tix sounds like a good idea to me!
Sunir Shah
The link is in the message. Enjoy!
Sunir Shah
This is what happens when I have the flu for a week and check my email. it’s raining gifts. I’m feeling like SaaS Oprah.
Jake Wallace
I'm totally interested in the SaaStr tickets @Sunir Shah
Jake Wallace
What's the orginial price of these tickets?
Jake Wallace
whoa... never mind. That's a DEEP discount!
Graham Seymour
saastr's a great event, I feel like virtually anyone in this crowd would dig.
Sunir Shah
@Jake Wallace yup, I am SaaS Oprah today
Lydia Beechler
@channel Hi everyone — wanted to let you all know that I shared another potential media opportunity (with Forbes!) in the PR channel. Happy to answer questions on how to submit for anyone interested!
Sunir Shah
Morning folks!
Clement Bruneau
@here very excited to announce our series B!! blush https://techcrunch.com/2018/05/15/aircall-raises-another-29-million > we are hiring - check out aircall.io/jobs!!
Jeff Gardner
Congrats @Clement Bruneau We’ve all been clap here at Intercom today.
Clement Bruneau
Thanks @Jeff Gardner! Our team really enjoyed the gift champagne
Jake Wallace
Congrats @Clement Bruneau clap tada
Jake Wallace
Welcome everyone! If you haven't yet done so, please intro yourself in the #intro channel! Tell us a little bit about yourself. wave
Jake Wallace
Happy Tuesday everyone! Wanted to ask the group... What tools do you use to manage partners? It could be for communication or even tools to leverage data (if any) for you to make an educated decision to partner with someone... I'm interested to learn about everyones "tech stack". simple_smile
David Leary
CLOZE and Calendly
Sean Matthews
As a services company, we basically use - Google Drive, - Slack (shared comms channel in some way), - Wordpress (site), - Google Analytics (attribution) - Drift (communication with referrals, often) - Email (emailed referrals)
Kasey Bayne (Pocketed)
This is really interesting, and useful! Thanks for getting the conversation started, Jake! (We use some of the same tools, but I think we could do a better job here - thanks Sean!)
Jake Wallace
Does anyone have a contact at Shopify? Mine has since left...
Jake Wallace
Yeah all good! This group is awesome and got me connected!
Jake Wallace
Thanks for following up @Robert Rand
Sunir Shah
Have you tried Atlee?
Sunir Shah
She can at least traffic direct to the right person
Sunir Shah
They had a few changes this year
Sunir Shah
You can cold email her I am sure
Sunir Shah
She is pretty friendly
Sunir Shah
By the way in this vein. Anyone see the Magento acquisition by Adobe? That is some news.
Jake Wallace
^ that's some huge news! Magento acquired a Philly start up last year so they had an office here Magento BI... a lot of people became richer simple_smile
Jake Wallace
Atlee is a person at Shopify?
Sunir Shah
morning folks! GDPR is tomorrow. Everyone ready?
Sunir Shah
I have some follow ups from the newsletter to flip back to the list
Jake Wallace
I can't wait to not get anymore T & C or Privacy Policy update emails in my inbox!
Thomas (SaneBox)
Thomas (SaneBox)
@here - are there any other slack channels you guys found useful/recommend?
Sunir Shah
@Thomas (SaneBox) was in SaaS Alliance but it seems quiet now; even though there are interesting people there. Also the Shopify Partners slack is apparently hot. One of my clients showed me it in a screenshare.
Jake Wallace
how do we get in these?
Sunir Shah
shopify, I think shopify has to invite you
Thomas (SaneBox)
Thanks
Jake Wallace
wave Welcome @Bob Moore! Make sure you introduce yourself over in the #intros channel!
Ross Mayfield
@Thomas (SaneBox) We're a Slack app so I'm paying a lot of attention to Slack communities. Here's some larger ones you may have an interest in: * Rands Leadership Slack * Slack Bot Developer Hangout if you have a Slack bot * PMHQ * Launch marketing community * ProductHunt and MakerHunt
Thomas (SaneBox)
@Ross Mayfield awesome, thanks so much!
Kasey Bayne (Pocketed)
Nice list! Thanks @Ross Mayfield
Jake Wallace
Has/Does anyone use(ed) the business networking app "Ripple"? https://rippleapp.com/news
Brian Rainboth
Hi Jake - first I've heard of it, but will be exploring. Thanks for surfacing.
Brian Rainboth
Question for the revenue generators in the group....Has anyone ever engaged with a Cloud Software Brokerage (CSB) either as a vendor or a VAR? I'm exploring all options for non-direct sales channels...and CSB is a new one for me. I'm in the midst of building multiple North American channels which can be challenging for smaller orgs (our company, ACL, is 300 people globally). Be great to connect with anyone doing same. Thanks!
Tyrone Lingley
Did you ever get an answer?
Sunir Shah
@Brian Rainboth CSB is a new term for me but it’s the same old model (VAR, CSP, SI etc.)
Sunir Shah
unless I misunderstand what they are. do you have an example?
Chris Lucas
Hey All, I will be in Chicago in a couple of weeks 6/11-6/13, looking to connect with some Incubators/VC's etc while I am there, anyone have good connections in Chicago?
Greg Sweeney
ActiveCampaign was a sponsor at SaaS Connect. I was in a Roundtable with Adam Johnson. @Ryan Raffel is listed here in Slack. Also, check out https://www.builtinchicago.org/ Cheers, Greg
Chris Lucas
Thanks, Greg!
Chris Lucas
if easier - my email is - appreciate any intros
Sunir Shah
hey folks, anyone use a reliable market research firm in the United States? Looking for market size, channels, positioning.

I did a fair amount of this for a client. They now want to go deeper to shape their awareness and paid acquisition plans.
Sunir Shah
They are trying to figure out where to focus their ad buys, media buys, PR and their competitive positioning
Chris Lucas
PR, just tell them to talk to me simple_smile
Chris Lucas
Walker Research is one that is pretty big, sure they would cost a good deal
Chris Lucas
@Sunir Shah what is the size of company? Tech/Software?
Chris Lucas
Also may look into InfoTech and ESG
Sunir Shah
@Chris Lucas 40 people, saas
Chris Lucas
Either InfoTech or ESG I think would be a fit. I'll send others if I can think of any more.
Sunir Shah
thank you
Sunir Shah
morning!
Sunir Shah
I feel like I still have roughly 200 follow ups from saas connect… then I look at my todo list and it’s more like 300
Sunir Shah
so much awesomeness to unlock
Jake Wallace
All, what CRM system does your Partnerships/Sales team use today? We use Salesforce however, we maybe looking to make a move else where... Thanks in advance!
Scott Brooks
We use Prosperworks. We use it because it integrates very well with Gmail. We have tried a number of them over the years. This just lets us do what we need to do and not a convoluted pain factory that any CRM can be if you let it. We use the most basic features.
Barak Kaufman
We use Prosperworks as well
Scott Varner
Hubspot!
Robert Rand
We use Hubspot too
Cody Jones (Zapier)
Finally getting around to joining the slack channel, folks! wave

I need your help - we’re looking to level up our talent on the Partnerships team at Zapier with a key hire. We need someone with deep partnership experience, a marketing background, and familiarity with APIs and product roadmaps. _Who should I be talking to that would be a fit?_

https://zapier.com/jobs/275A6AB793/partner-manager-key-accounts/
Jake Wallace
@Cody Jones (Zapier), welcome my friend!
Cody Jones (Zapier)
Good to see the usual suspects here, @Jake Wallace! joy
Chris Lucas
Hi All, just a reminder to check out the PR channel - two new opportunities to check out
Chris Lucas
Also, @Cody Jones (Zapier) GREAT to see you on here!!!
Barak Kaufman
Favor to ask, does anyone use Intacct as your accounting system? We (intello.io) recently finalized an integration and had a few questions about Intacct configuration.

Please message me if you can help!

Dinner in NYC on me hugging_face
Tyrone Lingley
We use Salesforce and Pardot
Tyrone Lingley
@here Hey SaaS Connect friends! Unbounce is hosting our 5th annual CTAConf in Vancouver August 27-29. We're running a contest with $3500 worth of prizes including a ticket. Would totally appreciate a share on Twitter or LinkedIn - thank you very much simple_smile Twitter: https://twitter.com/intent/tweet?text=Business%20and%20pleasure%20do%20mix%3A%20Win%20a%20%23CTAConf%20Vancouver%20getaway%20worth%20%243%2C500%20from%20%40Unbounce%20and%20%40MyVancouver%21%20Details%20inside%20%F0%9F%8F%9E%F0%9F%8E%89%F0%9F%91%87%20https%3A%2F%2Fbit.ly%2F2JS3kw3&source=clicktotweet&related=clicktotweet LinkedIn: https://www.linkedin.com/feed/update/urnliactivity:6413431777318309888
Jeff Gardner
Hey folks, I’d love to hear from anyone that is open to sharing about how your company decides on who to partner with and why? I’m working on clarifying Intercom’s partner strategy and, in particular, our strategy around integrations and apps. Ideally we’d come out of this with a strong rubric or algorithm that helps us classify and prioritize strategic partners that we’d go out and actively try and partner with.
Jake Wallace
Hey @Jeff Gardner, good timing on this topic! I think a bunch of us are trying to navigate the same thing. I actually found a company (local to me - Philly) that is actually trying to solve this. They've just launched a few months back but, are backed by some very bright co founders who have done this before. @Bob Moore is one of the co founders. www.getcrossbeam.com. I'll let him jump in and explain more.
Jeff Gardner
Great! Thanks @Jake Wallace
Bob Moore
Hi @Jeff Gardner -- I'll shoot you a DM, but at a high level we're helping companies collaborate by easily and securely collaborating around overlapping data... helps identify things like customer overlap, opportunities for co-selling, etc. Great for qualifying/discovering high value partnerships and also extracting/quantifying value from existing relationships
Jeff Gardner
ooh interesting
Kristen Craft (Tettra)
Hey @Jeff Gardner ! When I was at Wistia, I built a spreadsheet that contained a number of parameters about potential partners, and then we ranked each one according to this rubric. The parameters probably differ for every company, but we used things like size of customer base, similarity of price point, open APIs, (preferably REST, not SOAP), brand alignment, whether we had inroads already, among other things. At the end of the exercise, we had a pretty good method for rank ordering partnerships
Jeff Gardner
Thanks @Kristen Craft (Tettra)! That’s similar to what we’re thinking of doing but it seems like an area where you can very quickly create a project with enormous scope
Kristen Craft (Tettra)
Totally agree! I found that the most helpful thing was for me to take a first pass (on what the parameters were) and then get some realtime feedback from others. Then I took a first pass at how each company stacked up and again, got feedback. Ie take on a lot of the work upfront, (rather than crowdsourcing each decision), in the interest of high velocity decision making!
Kristen Craft (Tettra)
And commit to the 80/20 rule, of course simple_smile
Jeff Gardner
Ah Pareto, tech’s best friend.
Tyrone Lingley
@Bob Moore @Jeff Gardner Unbounce is looking for the exact same thing. Can we connect on this in a DM too?
Tyrone Lingley
@Kristen Craft (Tettra) would you be open to sharing that spreadsheet?
Kristen Craft (Tettra)
sadly, I don't have access to it anymore @Tyrone Lingley. I'm now at tettra, and the spreadsheet lived in another company's Google Drive. Apologies! (In retrospect, I feel like I should have branded it and published something on Medium about how I built it!) ah well.
Tyrone Lingley
hahaha. all good. thanks anyways.
Chris Sloup
@Jeff Gardner we’re going through the same thing now. We’re thinking of moving to a star based rubric system, based on criteria that is mutually beneficial. Ie, leadgen, demand gen, pipeline generation, joint PR, the number of services used by our partner, among other criteria. The partners with the highest score will have the most visibility.
Chris Sloup
If anyone in the Bay Area is interested I a mini meet up to brainstorm and share best practices, I would be happy to host at our office in July
Jeff Gardner
Thanks @Chris Sloup
Barak Kaufman
This is an awesome thread! We’re an early stage startup that has doubled down on partnerships as an acquisition model and are experiencing similar struggles prioritizing partnerships, yet we are usually the ones asking for more than we can offer (for now)
Jake Wallace
@Chris Sloup I believe there’s going to be a meetup soon in SF. Could be a topic of discussion... @Sunir Shah sent an email out about it. Check out the #meetup channel too
Sunir Shah
@Jeff Gardner
Sunir Shah
@Jeff Gardner I can put that question in the newsletter for general opinions; I have very specific opinions about how to decide such a thing
Sunir Shah
I have an entire process I teach my clients to get their partner ecosystems bootstrapped.
Sunir Shah
Surely Intercom has a strategy though? You must be inbounding opportunities from all sides? Or is that the problem?
Jeff Gardner
@Sunir Shah we have a process but it's extremely lightweight and we're looking to start fresh. I guess it's helpful to clarify that we do have a lot of inbound interest and we have a great (and getting better) process for handling that. I'm curious mostly about how everyone thinks about prioritizing the partners you know are strategically important and might not necessarily need you.
Jeff Gardner
Also @Sunir Shah I'd love to hear about that bootstrapping process (though I'm betting it's for paying clients wink)
Sunir Shah
@Jeff Gardner I am happy to talk to you about it. Client work isn’t my focus right now. Getting AppBind.com is what I am doing now.
Sunir Shah
Are you around for a call?
Jeff Gardner
Would next week work? I’m booked through the end of the day today.
Sunir Shah
Sure thing. My calendar: http://sunir.org/calendar
Kristen Craft (Tettra)
Hi all @here! Does anyone have any contacts at GitHub? We are launching a GitHub integration for Tettra, and I'd love to see if they have feedback on the product or promo. Thanks!
Punit Thakkar
Hi, My name is Punit Thakkar and I am a Founder & CEO for Shivaami, India's largest Google Cloud Partner with Maximum clients of G Suite. I am travelling to San Francisco from 1st July till 30th July. Let me know if someone is looking to enter Indian Market and would be interested to meet me for Reselling or partnership proposal for India.
Chris Sloup
Hey guys, I work for Nexmo, which was bought by vonage a couple of years ago. Prior to acquisition, Nexmo has never had a channel program, which I am now moving from sales to help launch. We are an Cloud Communications API company for context.
Chris Sloup
Q1/2 was about partner acquisition. We’ve brought 75 partners onboard. For q3/q4 the focus is on pipeline generation. Since we are an api company, it’s a tricky from a channel sales standpoint. We historically sold to to developers at digital native companies. cPaaS is now a recognized industry, so agile enterprises and enterprises are interested in our products since they can be used to digital transform consumer interaction. We have found that enterprises don’t have the Dev resources to use our services directly.
Chris Sloup
1/2 the partners we have signed up are SaaS companies, that utilize our services. We are launching a partner showcase and portal, which will drive leads in the partners direction. Im curious if anyone has feedback or considerations as it relates to reselling a partners software on nexmo paperwork, vs a referral model with commission that goes against our sales reps commission.
Chris Sloup
I’m fearful of a reselling, because it binds is to a limited number of partners (legal work) and the end customer often has different contractual expectations that we may not have negotiated with the partner. It also requires a lot of sales alignment. But a model with referrals with commission means the customer isn’t technically ours, so the partner could shift away from our service. If anyone had had experience with something similar, or opinions as to the best approach, please DM me. I’ll be happy to take you out for a nice dinner if your time permits.
Chris Lucas
Just a reminder that there is a #pr opportunity in the PR channel, if you haven't joined please check it out. A good way to get some free press
David Leary
I have a bookkeeper/accountant that is a thought leader about Latino small business in america .she may have some thoughts, let me know if you want an intro
Taylor Harruff
Shoutout to @Bonnie Bailly and the AODocs team for their quick and fitting commentary on a CIO story surrounding companies using digital tools to accelerate ops/work flow. The insight was included in a recent CIO.com story which quotes IT Director Kristin Hernandez and links back to the AODocs website. CIO.com sees more than 3M unique visitors a month!

Are You Overlooking a Key Opportunity to Speed Up Your Business? https://www.cio.com/article/3281021/cloud-computing/are-you-overlooking-a-key-opportunity-to-speed-up-your-business.html
Bonnie Bailly
Thanks for the opportunity @Taylor Harruff!
Cooper Marcus
A guy I know is a go-getter looking for a BD/partnerships/ecosystem role - I think he is sharp and super-motivated - he has experience building developer platforms across Enterprise (CommonBond), FinTech (Yodlee) and IoT (Amazon Alexa). He’s looking for a business development role at a developer platform company. Holler if I can make an intro…
Cooper Marcus
@Cody Jones (Zapier) maybe you’d like to meet him?
Cody Jones (Zapier)
@Cooper Marcus - hiring for a role right now, actually! https://zapier.com/jobs/275A6AB793/partner-manager-key-accounts/
Cooper Marcus
Nice, I’ll check if Karim is interested - if so, I’ll connect you two!
Clement Bruneau
@Cooper Marcus I'd be interested in meeting him as well! We have an opening for an Alliance Manager (https://app.trinethire.com/companies/4567-aircall-io-inc/jobs/5674-alliance-associate)
Cooper Marcus
@Cody Jones (Zapier) @Clement Bruneau I pinged Karim, he had a look, and didn’t see a great fit for him in either of your opportunities - sorry! I’ll keep my ears open for other great candidates for you…
Punit Thakkar
Friends, I am visiting SFO to help Microsoft Partners on how to start Google Cloud practise. Do connect me with anyone interested. Fyi, I run big Google Cloud practise in India.
Jake Wallace
Happy 4th of July everyone! Enjoy this time with your family & friends! usrocketsunnypoultry_legcut_of_meatgreen_applepearlemongrapeskiwifruitpeachgreen_saladcocktailboatbikebeach_with_umbrellacampinground_pushpin
Sunir Shah
hey folks, I’m floating in and out of summer vacation at the moment. I hope everyone is well!
Sunir Shah
we have a few meetups up and rolling. hoping to get more out the door
Sunir Shah
also the videos are in from SaaS Connect. should be getting them into the newsletter rotation imminently
Jake Wallace
tada looking forward to seeing them and sharing across social!
Jake Wallace
Welcome those who are new to the community! Please take minute and introduce yourself in the #intros channel!
Tyrone Lingley
Can anyone @here speak to their experience in partnering with Google Channel Sales? (AdWords)
Sunir Shah
I’m midway reconnecting with my friend Mladen who runs AdWords Canada
Sunir Shah
still just talking about our kids. simple_smile
Jamie Tharp
Hi, all! I hope this isn't considered SPAM to the general channel, but I wanted to let everyone know that Justuno is hiring for sales roles and a Marketing Assistant role based in Austin! DM me if you know someone! https://social.justuno.com/careers
Jamie Tharp
@Josh Baumrind! Welcome simple_smile Missed you, buddy!
Chris Lucas
Welcome @Josh Baumrind!!
Jake Wallace
Morning Everyone! Does anyone have a partner contact at Facebook in the Martech space that I can be introduced too? Thank you in advanced!!
Chris Sloup
Hey guys, I’m organizing a the local meet up for SF. If any of you are based in the area and being part of the core team, please respond with :+1:
Gabriel Dillon
Hey Chris, I'm in. Can I help?
Chris Sloup
Totally! We just need a total of 6 people to start. So 4 more, then we can have a kickoff call for something ongoing.
Greg Sweeney
Looking forward to the first meet up!
Chris Sloup
Need 2 more people to start the SF meet up. Any takers?
Ashok (Automate.io)
I’m in for SF meetup
Jake Wallace
@Chris Sloup Did you & @Sunir Shah chat? There are at least 9 who said they'd be interested in one from the bay area...
Jake Wallace
That info is based on the ask from a few recent newsletters...
Sunir Shah
@Jake Wallace I have a couple in Facebook SMB, Facebook Ads
Sunir Shah
@Ashok (Automate.io) please meet @Chris Sloup who is kicking off the SF meetup
Cooper Marcus
Anyone here work for an open source software company? That has a catalog or directory of community-produced extensions/plugins/enhancements for your product?
Sunir Shah
hey, I am just going back and saw your question wasn’t answered. sorry I was on vacation. are you looking for an open source peer group?
Cooper Marcus
yes, exactly simple_smile
Sunir Shah
we should make a target list of companies and see what we can gin up; e.g. magento, sugar
Sunir Shah
@Cooper Marcus like Magento, SugarCRM?
Laura Skelton
Hey - looking for some advice, we are looking for a sales cadence tool that would integrate with Pipedrive and Sales Navigator (LinkedIn). Does anyone use one or know one they could recommend we look at?
Sunir Shah
@Laura Skelton I haven’t used it, but the one I know is https://linkmatch.net/pipedrive/
Laura Skelton
Thanks Sunir!
Laura Skelton
We ended up with Prospect.io
Sunir Shah
Cool, thanks for letting me know. Good to learn more good tools.
Sunir Shah
@here we’re thinking of organizing a cocktail hour at INBOUND; we’d need several sponsors to chip in to split the costs. We’ve done it twice before and packed the joint with qualified leads. If you’re interested, just ping me.
Scott Brooks
is inbound worthwhile ?
Sunir Shah
it is for some, not for others. same as every conference
Jake Wallace
Is inbound enterprise target market or SMBs?
Sunir Shah
Both. But mostly smbs
Jake Wallace
Hmm interesting. Can you share the link? Inbound.org?
Jake Wallace
This goes to I think a hubspot website... growth.org
Sunir Shah
It’s the Hubspot user conf
Jake Wallace
Ahhh got it
Tyrone Lingley
I'll be at Inbound this year @Sunir Shah what's the cost and whose the audience?
Sunir Shah
@Tyrone Lingley we won’t do it if the cost > $3k per sponsor. The audience are attendees of INBOUND; it’s a way of running a cocktail hour to reach your audience without taking on the entire cost
Sunir Shah
so, if we had say 6 companies, we could pull it off for $3k or less
Sunir Shah
I’d estimate
Sunir Shah
and reach 3-400 targets
Tyrone Lingley
i'm interested if we get the interest
Sunir Shah
mostly that will be through the efforts of the sponsors hitting their own lists, but it’s also a way to pool lsits
Sunir Shah
ok, I’ll add you to my list
Tyrone Lingley
we are not sponsoring i'm just attending
Sunir Shah
yeah, this is perfect
Sunir Shah
gives you one marketing hit at the event without the rest of the cost
Tyrone Lingley
we
Sunir Shah
thee?
Tyrone Lingley
are also looking at co-hosting an event at logmein with gotowebinar and 1 more - e did it last year.
Sunir Shah
during inbound?
Gabe Caldwell
Hi all. My name is Gabe and I manage business development at WebMerge, which is a SAAS company based in LA. I am working on building out our partnership program structure and I'm curious of what best practices are around measuring success of the program and compensation of team members. I've looked at MRR based models, but feel like it will be difficult to get partners to report leads as our price point is low (avg $199/month). I'd appreciate any thoughts and feedback from anyone who has experience in this area! Thanks!
Sunir Shah
Hey folks, we just posted this article from our #pr firm, BLASTmedia about how to do PR for partnerships. http://www.cloudsoftwareassociation.com/2018/07/24/anatomy-launching-saas-partnership-pr/
Laura Skelton
This is great - I find it hard pushing this internally but this article outlines what we could do quite clearly and is something I can share with the team simple_smile
Sunir Shah
thanks @Chris Lucas
Jake Wallace
Excellent! I'll share this amongst my networks! @Sunir Shah
Dina Moskowitz
Hey CSA friends: we are hosting a great webinar this Thursday that's part of our Crossing the SaaSm education series (not promotional). We've had Kendra Lee present in the past and brought her back for this topic based on those past attendees' requests - its especially great if your SaaS is in a crowded category. "This Thursday Kendra Lee (award winning tech sales consultant and author) will present on "What really makes your solution unique and how to communicate that to drive sales." Kendra will give you the tools to define what sets you apart and win sales. No charge to attend - August 9th: " Free to attend. Send your marketing folks.
Sunir Shah
I made some progress on INBOUND. Now I’m just trying to confirm sponsors. We need 6
Sunir Shah
Venue I have 85% confirmed
Sunir Shah
If you’re interested, let me know.
Sunir Shah
I have 2 sponsors already, actually. I need 4 more
Jake Wallace
Hi Everyone, Happy Monday (I guess whatever is left of it that is) I wanted to remind you that on Wednesday (August 15th at 2pm EST) we're holding our first ever Ask Me Anything (AMA) with Scott Edison, VP Business Development at Bench.co (https://www.linkedin.com/in/scottedison/) This AMA will be held in the #general channel. Come with questions, it'll be fun! See you on Wednesday.
Sunir Shah
Hey everyone, I’m very happy to announce that @Jake Wallace Wallace, AWeber has joined the board of the CSA as our Chair. He’s been leading this Slack community all year. Take a moment to send him your congratulations. simple_smile
Sean Matthews
Congrats @Jake Wallace!
Jake Wallace
Thank you @Sean Matthews!
Sunir Shah
@here Hey folks. Just a reminder that tomorrow at 11am PT / 2pm ET we will be hosting our first ever Ask Me Anything (AMA) with Scott Edison, VP Business Development at Bench.co (https://www.linkedin.com/in/scottedison/)

This AMA will be held here in the #general channel. Come with questions, it’ll be fun! See you on tomorrow.
Jake Wallace
@here Happening today at 11am PT / 2pm ET we will be hosting our first ever Ask Me Anything (AMA) with Scott Edison, VP Business Development at Bench.co (https://www.linkedin.com/in/scottedison/) Feel free to ask any questions and Scott will reply to each one. Looking forward chatting in a few hours!
Dina Moskowitz
will you be recording it?
Jake Wallace
Dina, its happen here in Slack. So you'll be able to come back in at any time and read the questions and answers!
Sunir Shah
@here we’ll be starting our Ask Me Anything with @Scott Edison in 5 minutes. Just drop your questions here in #general. Make sure to hail @Scott Edison in your question. Scott will reply directly to your question.
Sunir Shah
@here If you want to chime in on anyone’s question, feel free to add your own experience. Remember, we have one basic rule: no one likes advice; focus on sharing your own experience.
Sunir Shah
@here alright, let’s get started. if you have questions about Scott’s perspective on how got into SaaS partnerships, fire away.
Scott Edison
Good morning!
Sunir Shah
And this is his LinkedIn profile if you have specific questions about his background. https://www.linkedin.com/in/scottedison
Jake Wallace
@Scott Edison How did you get into BD/Partnerships?
Remington Rainey
@Scott Edison no questions yet, just thanking you for taking the time!
Ross Mayfield
Hi @Scott Edison what's the most novel distribution idea you've copied from others recently?
George Kyriakis
@Scott Edison good luck today Scott :+1:
Scott Edison
Hi @George Kyriakis!
Scott Edison
@Jake Wallace - I began my career in sales at a regional mobile carrier. I happened to meet someone who led BD for new initiatives and was intrigued by the intersection of strategy/product/marketing/sales
Jake Wallace
I agree!! Its the strategy part that I love most about Partnerships! being cross-functional and working with many of the teams is extremely fun!
Cooper Marcus
@Scott Edison On the one hand, it is great to have an open platform, where anyone can come and build anything to extend, enhance, and integrate your offering.

On the other hand, if anyone can build anything, there is the possibility that someone will build something that competes with one of the platform’s selling propositions.

In my case, our platform is open core - we have a free, open source version, and a paid version with extra features. My leadership team has expressed concerns that the community will build things on top of our free version that compete with our paid version.

How do I resolve this tension of wanting to have an open and vibrant ecosystem, with wanting to not help others compete with us?
Scott Edison
@Cooper Marcus - This might require a live conversation, but in my experience its all about execution and follow through. Anyone can copy your idea, but few can do so properly and follow through in a way that satisfies customers
Sunir Shah
@Cooper Marcus I spent way too long in the open source maybe has a business model universe… a common strategy is that the paid version is 6 months ahead of the open source version; you are then racing to keep the platform ahead of the ecosystem.

Another strategy (e.g. Redhat) is to embrace the community ecosystem and not compete with it, but then provide quality control and improvements to what’s out there in the world. Customers are paying you for quality.
Sunir Shah
@Cooper Marcus have you looked at other similar companies and any strategy particular appealing to you?
Cooper Marcus
@Sunir Shah I’ve been looking for analogous companies, and trying to find analysis of this topic written by others - haven’t had much luck, still looking.
Sunir Shah
Jabber.com vs Jabber.org was my first exposure to the 6 mo delay
Sunir Shah
Another strategy is the copyright license. Is Kong BSD or GPL or Apache or MT?
Sunir Shah
MIT?
Cooper Marcus
Apache
Sunir Shah
I learnt the worst strategy is harming your ecosystem; that is a lot of aggravation that gets you nowhere.

Does your management have peers in the paid open source space? There are a bunch of nuances
Sunir Shah
that are unique to OSS
Cooper Marcus
yep, we have peers, and yes indeed, I’m finding there is lots of nuance - much more so than when I was doing this for Enterprise SaaS simple_smile
Cooper Marcus
keeps it interesting!
Sunir Shah
10x the politics. Free brings out the best in people. lol
Scott Varner
point_up_2 This is so true. Our direct channel is freemium and often times free users are the most demanding.
Sunir Shah
@Scott Edison I had this question on a call earlier today… Where should the partnership team (or person) live? Marketing, Engineering, Product, Sales, or its own department?
Jake Wallace
So I was hired onto the Product team. I'm now officially on the Sales team however, I attend many of the Product, Marketing & Sales meetings. I'm also on our Integrations team too. I think it depends on each organization but, an ideal team would be either Product or Marketing IMO.
George Kyriakis
Sunir, I've run BD teams that reported into the VP Marketing, SVP Sales, CCO and COO. I've found that regardless, you need the CEO and their team's complete buyin and engagement. With it, you have the support you need to execute and can manage expectations. Without it, different execs have different expectations and you may not be successful. I've had both scenarios simple_smile
Cooper Marcus
In my roles in BD and Ecosystem, I’ve reported into Marketing, into Sales, into Product Management, and into the Office of the CTO (which is like “R&D” perhaps?).

Marketing worked the least well - technical integration partners, which are the kinds I focus on, then not to drive a lot of web traffic.

Sales was 2nd worst - integration partners tend not to drive a lot of revenue or sales qualified leads.

Product Management and OCTO were much better - they are more “overarching” departments, where the various benefits of integration partners and developer ecosystems can best be realized.
Scott Edison
@Sunir Shah - BD means different things at different companies, but in my experience the most successful BD teams have a direct line to a C-level exec. As the firm’s strategy shifts, BD needs to be both aware and empowered to help serve the objectives of the company. If BD lives in a specific functional silo, focus will inevitably be skewed.
Stefano Perrotta
@Scott Edison Thanks for taking the time for all of us! How did you guys structure the BD/partnership team at Bench? Any piece of advice if you are dealing with Channel Partners/Strategic Partners (usually bigger than us)/API partners (usually smaller and more inbound)?
Scott Edison
@Stefano Perrotta - lots to dig into there! My approach with building a BD practice is to stay lean. It takes time to figure out what is going to work for your company/product so give yourself plenty of runway by staying small as long as you can. In terms of advice for big players- try to understand the objectives/motivations of both senior mgmt AND the team responsible for execution…sometimes the two don’t match.
Stefano Perrotta
@Scott Edison Could not agree with you more on the big players part.
Jake Wallace
How I've structured BD in the past is I would be in many of the early conversations with potential partners, mainly Integration partners. We'd get them on boarded with an integration and then train the partners sales team on our product. We had BD reps that would continue to interact with the partners and be the first line of support to them while I was onto our next Partnership opportunity. In total we were a team of 3. Each rep had 10 - 20 partners.
Stefano Perrotta
@Jake Wallace So would you say 15-20 is a good portfolio of partners? How big are on average those partners in terms of overall pipe generated?
Jake Wallace
@Stefano Perrotta, I think you need to have both.. IMO. I work in MarTech... so how goal is to have as many of our customers marketing tools (that make sense) Integrating into our platform. The more integrated a customer is the less likely they'll walk away. I think we have a good blend. At the end of the day- I'm all for giving our customers options.
Stefano Perrotta
@Jake Wallace I totally agree. More integrations, higher LTV, lower churn. We experience the same here at Aircall. But would you say 15-20 are a good number for a single BD? What would they be in charge of?
Scott Edison
@Stefano Perrotta - In terms of the right number of partners, every situation is unique. We have partners that are very light touch (they refer to us and use simple tools to self manage) and we have strategic partners that require ongoing support.
Dawn Verbrigghe
@Scott Edison How has the portion of Bench's revenue coming from partnerships changed over time? For example, is it an acquisition strategy you leaned on especially heavily earlier on, while waiting for some other channels to take off?
Scott Edison
Hi @Dawn Verbrigghe. Partnerships impact Bench in a few ways; we are always looking at three ‘buckets’ foundational impact (what will our partner activities mean to our growth over the next 12-18 months), Aspirational impact (what if we hit a home run and partnered with the biggest/best in a given space), and opportunistic impact (what can we do to influence results this month?)
Scott Edison
There is an ebb and flow in terms of long vs short term impact, but we spend the lion’s share of our time focused on foundational activities with an eye on growing this channel’s impact. Does that answer your question?
Scott Edison
Hey @Ross Mayfield - copied is a good way to frame it. There are few ‘new’ distribution ideas. Right now I’m especially excited about the way we are working with our partners to fill product ‘gaps’ in one another’s solutions
Ross Mayfield
thumbsup BD is basically either acquire IP to form whole product, or pay others to distribute for you. Sounds like the deals you are doing are a bit of both.
Ross Mayfield
But distribution is always changing. New platforms, channels etc. And tactics that are effective in them. Being early in a new tactic can have it's benefits, like preferential attachment in a new network, or featuring favoritism in an app store.
Cooper Marcus
Heck yes to that @Ross Mayfield - that “it can be good to be early” technique is one I mention when I teach about distribution through B2B app marketplaces https://www.linkedin.com/in/coopermarcus/detail/treasury/position:295259040/?entityUrn=urn%3Ali%3Afs_treasuryMedia%3A(ACoAAAAA4pMBPbaYYp9xQEUiRHjidcL6AIXoVtg%2C1477524587474)&section=position%3A295259040&treasuryCount=5
Gabriel Dillon
@Scott Edison, question about measuring success from new partnerships initiatives: when kicking off partnerships for the first time, and in a high growth environment, how do you measure the impact between partner sourced, partner attached, and partner influenced?

How do you communicate the value of each of these to the revenue executive?

How do you measure individual performance and use that for compensation?
Scott Edison
Hi @Gabriel Dillon Oh man. You’ve touched on a topic that can be tricky. Truth be told we track all new opportunities through Salesforce and there are times that new leads get ‘double counted’. We have decided that in the short term we are ok with some overlap and will err towards paying partners for all partner activity (even if attribution is shared) . Does that answer your question?
Gabriel Dillon
It definitely answers an aspect of it, thanks!

I think part of my question comes from working in an environment where it's more difficult to measure the value of partner attached and partner influenced. Revenue rules all, right, and if a partner can unlock a deal for the sales team, it's a win. But attributing that win specifically to the partnerships team is more difficult.
Jake Wallace
@Scott Edison have you considered any other tools for managing partnerships? ie Workspan or growsumo?
George Kyriakis
@Jake Wallace Jake, at Freshbooks, we use Trello, Slack for managing and communicating with key partners, and for reseller relationships, Salesforce. We use Periscope and Looker for trial and upgrade contribution reporting from our partners. Hope that helps.
Jake Wallace
Totally does! I want to begin using Slack for communicating with partners. Its something I'd like to start using when we switch over from Stride/hipchat...
Gabriel Dillon
Algolia is using Slack. We've always had a separate organization to manage valued client relationships. We've started adding our more valued partners here too (using the Shared Channel feature, rather than single channel guests). They love the TLC they can get, and it helps make check ins a bit more casual. cc: @Jake Wallace
Cooper Marcus
I’m another big fan of Slack for real time communications with high value partners
Colin Pal
Love the idea of using Slack for communicating with partners!

We used Mixpanel (with a lot of set up) for tracking success from partnership initiatives. It gave us a pretty good measure of impact between partner sourced, partner attached, and partner influenced. We kept in mind that there’s always going to be overlap but the data was good enough to tell us where we needed to focus our efforts and resources.
Sunir Shah
@here feel free to jump into the conversation; just reply to the threads in Slack. Just remember to share your experience, don’t give advice.
Britt Buchan
@Scott Edison What type of resellers does Bench have & what is the business model you have found to be most successful?
Scott Edison
Hey @Britt Buchan, how are you? We focus on three primary partnership activities; integrated partnerships, sales-focused partnerships, and marketing-focused partnerships. The term reseller has specific meaning and in the world of Saas can be hard to execute. We do have resellers and what I can tell you is that it is super important to have great cultural fit between the partners in order to make this work. Communication is critical as both parties must be committed to making the client experience smooth and satisfying. If you can create a resale partnership that includes strong communication, effective education for reps, easy to use/impactful enablement materials, and buy-in at all levels of the organization you can generate great results
Jake Wallace
"We focus on three primary partnership activities; integrated partnerships, sales-focused partnerships, and marketing-focused partnerships." I like that focus!
Britt Buchan
HI Scott, thanks so much! Let me know if I am getting too much in the weeds here in this forum. I am also curious if Bench passes the terms of service through partners or licensese direct with end users? Same question with billing, does Bench bill the end user or the partner?
Scott Edison
@Britt Buchan -We present TOS to the client. Billing is primarily done by Bench but we do have partners that choose to bundle Bench with their service and we essentially invoice the partner directly each month.
Jake Wallace
@Scott Edison With regards to co marketing, what have you found success with that isn't the norm (webinar, blog post exchange, email etc) Video, Facebook lives, Twitter chats... anything new and exciting we should try?
Scott Edison
@Jake Wallace - I don’t know that I have anything truly new. We are doing our best to create content ‘campaigns’ that our partners can use to speak to their audiences over a period of weeks/months rather than focus on a single event
Jake Wallace
Makes total sense! We're constantly looking to product content that our customers can get value in while providing additional exposure to our Integration partners.
Jake Wallace
Also. @Scott Edison How do you prioritize partnerships opportunities? Do you have a system that works for you? Do you use any third party tools to help track success?
Scott Edison
@Jake Wallace - My team has begun doing monthly prioritization of new and existing partnerships in order to help focus our energy and set internal expectations for the period. We have ~150 partners of all types and we can’t launch new initiatives with all of them every month…so we’ve tried to get very diligent about stack ranking which ones are likely to be productive based on recent activity, the engagement of the partner etc
Lauren Kelley
@Scott Edison Scott, thanks for your insights. What kind of revenue splits have you seen with partners, where a partner is selling your product which is complementary to their product, or a product enhancement, and you do all the upfront product demonstration, and back-end implementation?
Scott Edison
Hi @Lauren Kelley - so the question is with respect to a referral arrangement? Partner sends you a lead and you do the rest?
Lauren Kelley
My original question was for an actual reseller, who would write the contract on their paper and collect payment from the customer and pay us after the fact. However, we do the bulk of the sales and marketing, and we throw the deal over to them to paper it.
Lauren Kelley
And also interested in a pure referral arrangement as well - what kind of splits you see there currently.
Scott Edison
@Lauren Kelley - In ‘traditional’ resale an effective reseller that is able to deliver you a signed agreement could earn 25+% of the contract value. In Saas the involvement by the reseller is often less (no implementation or support) so the revshare is less.
Scott Edison
In terms of referrals, we see both bounty and revshare models working. In terms of the specific share, between 10-20% on MRR is pretty common
Lauren Kelley
Thanks, Scott, appreciate it.
Sunir Shah
@Scott Edison thanks once again so much for offering to be here today!
Scott Edison
My pleasure @Sunir Shah I’m also happy to get deeper in the weeds on a 1:1 basis if anyone has a specific issue they want to spitball
Joel Slatis
If you're still around, what was the single most effective online channel you harvested from?
Joel Slatis
I'm late to the party
Scott Edison
Hey Joel. Sometimes being late to the party is a good thing wink In terms of online channels, I would say our most consistent source of new clients comes from marketplaces. If there are marketplaces/appstores that your customers are using, they’re probably a good, low-risk way to try to build distribution
Joel Slatis
Thanks much!
Cooper Marcus
@Joel Slatis long ago I wrote up some advice on marketplaces/appstores for distributing B2B software - see https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1534358262000100?thread_ts=1534356321.000100&cid=C9EBK59M5 - I hope you find it helpful
Joel Slatis
Awesome! Obviously everyone knows about the power of marketplaces today, but best practices are really gems. We're definitely in the big ones (although you never know nowadays when a new source will emerge). We continue to learn as we go forward. Thank you for taking the time to share.
Scott Edison
@channel- did I miss anyone? I tried to address every question I saw simple_smile
Sunir Shah
I think I see you got them all. Thanks again
Sunir Shah
And thanks everyone for asking questions!
Scott Edison
I’ll stick around for another ten minutes if we have any final questions/ideas
Jake Wallace
Thanks so much @Scott Edison. We really appreciate your time and insight! raised_hands
Sunir Shah
@Scott Edison I have one… any solid tips for people growing into management?
Scott Edison
@Sunir Shah - Many people are good at identifying issues/problems. Be the one that comes to the table with solutions and a specific perspective on how to make them real.
Scott Edison
@Jake Wallace - my pleasure, this was fun. Looking forward to connecting with some of the group 1:1 soon
Tyrone Lingley
@Scott Edison how much does the product team influence you on who to partner with vs. you identifying product partners and having to make the business case to them?
Scott Edison
@Tyrone Lingley - If the focus of the partnership is either a) a technical integration or b) an attempt to fill a perceived gap in our solution, Product is involved early on. We will often do early exploration wrt these kinds of opportunities, then pull in Product to dig into the details
Scott Edison
@channel- Thanks everybody, I’m out!
Scott Brooks
Question: What referral tools do people use? This is for our users to share, not affiliate which we have.
George Kyriakis
@Scott Brooks we use GrowSumo for influencers. We use Share A Sale for affiliates.
Thomas (SaneBox)
How do you like GrowSumo so far?
Scott Brooks
@George Kyriakis thanks will check ..
Barak Kaufman
Hi all! We recently started working with a few resellers and need to create a formal reseller agreement. Does anyone have a template they can share?

We’re a seed stage SaaS company with a subscription only model. We are planning to offer 20% in perpetuity. (also open to thoughts and suggestions on this)
Sunir Shah
hey @Barak Kaufman glad to have you here!
Sunir Shah
@Barak Kaufman first, this post from Upcounsel is a really good overview of reseller agreements. https://www.upcounsel.com/saas-reseller-agreement
Sunir Shah
@Barak Kaufman The key is to make the agreement short and friendly and straightforward. Almost all problems can be solved with termination. No need to get complicated.
Sunir Shah
The worst agreement I’ve ever seen was 35 pages long and did not match what we discussed on the phone; designed to create circumstances to not pay the reseller. Not a good start to a relationship!
Sunir Shah
You want to prove yourself a reliable source of business
Sunir Shah
@Barak Kaufman also, do you want a referral agreement or a reseller agreement?
Barak Kaufman
reseller!
Sunir Shah
@Barak Kaufman for a referral agreement, Zendesk has a pretty good version. Covers the bases like anti-bribery, EU. https://www.zendesk.com/company/customers-partners/referral-partner-agreement/
Barak Kaufman
@Sunir Shah This is sooo helpful! Thank you. We were indeed looking for a reseller agreement but referral agreement is also good to have on file.
Sunir Shah
@Barak Kaufman how are they reselling? How are they managing the billing?
Barak Kaufman
We need to bill them and mark off the 20% reseller discount which they pocket
Sunir Shah
This reseller billing flow I’m working on fixing with AppBind.com. It’s a nightmare. Are you using a tool or did you build it in house?
Barak Kaufman
We’re using Stripe’s interface and created a “discount”. It actually was pretty simple for us but only set it up a few weeks ago so problems may still take time to surface…
Dina Moskowitz
@Barak Kaufman i can send you a reseller agreement template...send me your email address.
Barak Kaufman
@Dina Moskowitz thanks!
Dina Moskowitz
HI @Barak Kaufman - sent you a reseller agreement template by email.
Laura Skelton
Hey everyone, maybe a random question but it's been something that has been asked a few times of me and it's not what our software has been designed to do. We work with partners who have multiple clients that they manage HR for. They want a single login and the ability to view different instances of their client's portals - they are all separate software instances as we don't want any data breaches to occur.

Is there a system that already exists that could be used to collate all instances in a single place?
Sean Matthews
Oof I’d love to hear if there is! In other words, a super admin manager interface?
Laura Skelton
Yes! It's hard to google!
Sunir Shah
@Laura Skelton they should use a password manager like LastPass. that’s the easiest and most scalable solution from a reseller’s point of view
Laura Skelton
Thank you very much, I'll take a look at it!
Laura Skelton
Looks similar to OneLogin which we use internally. I could let them know that there's an alternative if they need it.
Barak Kaufman
@Laura Skelton if they’re looking for a way to keep track of all the subscriptions, licenses, and compliances our product (intello.io) can help.

We are integration partners with both OneLogin and Okta which can help with managing security/log-in of those apps.

If it’s more of a back-end ask on how you can support that view for clients, we’ve had to build it ourselves and haven’t seen any solutions
Laura Skelton
Thanks @Barak Kaufman, it is more of the view for clients so maybe something that I put forward to our Dev team to create.
Dina Moskowitz
LastPass isn't a bad idea at all. Our dev team uses it to store all the user accounts (dozens) which we create to use in our next-gen platform's testing environment.
Manoj Ranaweera
Hi All, Been away too long from here. Not sure you read about Buffer buying back investors. Worth a read https://open.buffer.com/buying-out-investors/
Sunir Shah
@Manoj Ranaweera thanks for sharing. It’s nice to see a SaaS company operate profitably. Though the real story is that Buffer is more like a small business than a venture company, and I think that is a legitimate goal and structure.
Sunir Shah
Hey folks. Those in the Bay Area there is a channel #sf-bay-area for you.
Clement Bruneau
what about NYC @Sunir Shah? relaxed
Sunir Shah
#nyc?
Sunir Shah
Let’s create it
Sunir Shah
Done #ny @Clement Bruneau
Jake Wallace
I'll be in NYC Sept 20th for the Meetup. I'm trying to make a day out of it. Is there anyone I should meet while in town??? DM me or reply below.
Thomas (SaneBox)
Does anyone have any experience with https://appsource.microsoft.com/
Sunir Shah
do you need a connection? I can ping the Microsoft team if you need one
Thomas (SaneBox)
@Sunir Shah - yes if possible. Please simple_smile
Sunir Shah
ok, I’ll ping them
Blair Beckwith (Railspur)
Does anyone have any experience on the business side of integrating and launching an existing SaaS product in the Salesforce/Cloud Commerce/Demandware ecosystem?
Barak Kaufman
We’ve built an integration into Salesforce but have not added our product to their marketplace. DM me if I can help!
Sunir Shah
@Blair Beckwith (Railspur) yeah, I had to do that with Olark + Salesforce
Sunir Shah
Do you have an ISV account manager from the AppExchange? It’s based on the location of your HQ
Sunir Shah
though honestly the best would be to talk to the CirrusInsight team. They are the best at navigating this arena.
Blair Beckwith (Railspur)
@Sunir Shah thanks for the lead! We don't have an ISV AM yet – just starting the process. Anyone you can intro me to at CirrusInsight?
Sean Matthews
I’ve also talked with CodeScience in the past- haven’t yet worked with them on an app build but they’re platinum partner for a reason :-)
Jake Wallace
Anyone know anyone from the following companies? Buffer, Hootsuite, PrestaShop, Zoom and Calendly? If so, please DM me simple_smile
Sunir Shah
@Jake Wallace what’s your goal?
Sunir Shah
I / CSA knows people at those companies (most of them)
Blair Beckwith (Railspur)
I have a good Buffer Partnerships contact.
Jake Wallace
@Kevin OBrien & @Kevin Raheja (Typeform) Congrats on the recent Partnership! tada champagnerocket clap
Sunir Shah
Happy Monday folks. If you’re headed to Dreamforce or in San Francisco, be sure to come by our annual happy hour hosted by AppDirect September 26 (San Francisco).

https://www.eventbrite.ca/e/saas-connect-at-dreamforce-tickets-49061524340
Greg Sweeney
Have registered for the September 26 happy hour and look forward to seeing you there!
Eric McClure
Hey folks, has anyone done BD partnerships for a company on contract before? I left MINDBODY in June to take a year off traveling around the country with my family, and was just asked by a company I worked with in the past if I’d be interested in doing part time contract work to help them close a few key partnerships on the horizon. Its a small company, and I have a great rapport with their CEO, I’ve just never done contract work like this. I ran B2B partnerships at MINDBODY for ~5 years. Any guidance would be appreciated!
Sunir Shah
@Eric McClure yes, I’ve been doing that for the past 2 years since I left Olark
Jake Wallace
You two should for sure connect! ^ wave @Eric McClure hows the traveling going?
Sunir Shah
we talked in DM. I shared my secrets. (not so secret, really.) simple_smile
Eric McClure
Thanks for looking out @Jake Wallace! And yes, Sunir shared his secret sauce, super helpful. The travels have been amazing sunglasses
Sunir Shah
anyone watching the apple event?
Sunir Shah
I admit that I honestly wouldn’t even know it was going on if my brother in law didn’t just tell me about it.
Sunir Shah
I also admit that the only thing I am listening for is the return of the headphone jack
Sunir Shah
@Thomas (SaneBox) I pinged my contact at Microsoft for you
Thomas (SaneBox)
Thanks!
Sunir Shah
@here just a reminder if you have open job opportunities, post them in #jobs here.

We can also post them in the next 4 newsletters for $500.
Sunir Shah
Hey folks, just a reminder that we’re having a meetup during Dreamforce. I’ll be there! simple_smile https://www.eventbrite.ca/e/saas-connect-at-dreamforce-tickets-49061524340
Jake Wallace
I just sent this out to a few people I know are heading out there!
Sunir Shah
thank you
Dina Moskowitz
looks good @Sunir Shah i'll send it out to a few people who will be there
Sunir Shah
Hey folks, I posted the first video from SaaS Connect 2018. Software partnerships are UNpredictable revenue. http://www.cloudsoftwareassociation.com/2018/09/14/software-partnerships-are-unpredictable-revenue/
Sunir Shah
@here Happy to announce we’ll be having another Ask Me Anything with Nidhi Jain, Director Strategic GTM partnerships at Box (https://www.linkedin.com/in/nidhijain24/).

Join us here in #general on October 4 at 11am PT / 2pm ET.

Add this to your calendar to remind yourself from here:

https://www.addevent.com/event/tp2207717
Sunir Shah
hey @Dustin Avol glad to see you here!
Sunir Shah
didn’t realize Smartsheet ipo’d. belated congrats to you and your team
Dustin Avol
Thanks! bell
Sunir Shah
I remember when Smartsheet was trying to find a niche. Crazy how time flies and success is made
Sunir Shah
Hey folks, do you want to speak about your experience in SaaS partnerships + marketing at SaaS Connect March 26-27, 2019 in San Francisco? We’re taking speaker submissions here:

https://sbweb.formstack.com/forms/sessions
Clement Bruneau
@here guys we are very excited to host tonight's meetup in our NYC office: https://www.eventbrite.ca/e/partnerships-in-the-age-of-the-api-economy-tickets-47724465160
Clement Bruneau
hope you can make it!
Scott D Epter
Thanks for posting, Clement! For anyone interested the EventBrite is sold out but we had a few people cancel, so there is space! Just let me know if you are planning on attending and haven't signed up. Should be a great session!
Tom Elliott
En route!
Sunir Shah
@Clement Bruneau @Scott D Epter thanks so much for hosting. + Emily from Squarespace. simple_smile
Jake Wallace
raised_hands see ya soon!
Aaron Verstraete
Hi all - for those of you in town next week whose companies care about Sales Ops or Marketing Ops, there is an event being held at the Mint (two blocks away) focused on those teams called Ops Stars https://www.eventbrite.com/e/ops-stars-2018-2-day-free-event-sf-mint-sept-25-26th-tickets-46732882309?aff=datafox Yup, DataFox is a sponsor, but this post is more an FYI in case you want to connect with some of the companies there in a slightly-less-mayhem environment.
Aaron Verstraete
And it is free.
Tyrone Lingley
@Clement Bruneau will there be a recording?
Clement Bruneau
Not this time but we'll planned to record it next if you're interested
Clement Bruneau
@here hi there! I'd like to pick your brain on something. We are building up our channel program and have around 30 partners (that are referring business to us - no resellers) as of today. My question is: when did you move from managing them (and their referrals/commissions) on a spreadsheet to implementing a PRM? And which one did you pick?
Tyrone Lingley
we wanted to prepare for scale (simple referrals -> resellers) and a more modern take on powering these programs. we went with GrowSumo.
Nikita
Thanks for the shout-out Ty!, @Clement Bruneau - @Luke Swanek and I are happy to chat if you're looking at a solution if you're currently looking at options
Sunir Shah
hey @Nikita nice to have you here!
Sunir Shah
@Clement Bruneau what are the main features you’re after in a PRM?
Nikita
Thanks Sunir! Looking forward to meeting soon!
Clement Bruneau
it will be mostly for managing our pipe of partners, having a dedicated portal for them to log deals and get enablement materials and paying commissions once the deal is closed @Sunir Shah
Sunir Shah
@Clement Bruneau I’d love to show you what I’m doing with AppBind as well. some of your partners may prefer to subscribe on behalf of their clients rather than refer
Sunir Shah
we’re fixing that problem
Blair Beckwith (Railspur)
@Clement Bruneau I've got another +1 here for GrowSumo. We're managing a couple hundred partners with them.
Scott Brooks
Damn i sit here in awe.
Sunir Shah
Lol why?
Scott Brooks
Just hearing about people having hundreds of sales partners …
Sunir Shah
one day!
Sunir Shah
Hey @Billy Robins glad to have you here
Jake Wallace
Mark your calendars! Our next AMA is on Thursday October 4th at 2pm est with the wonderful @Nidhi Jain of Box! (LinkedIn: https://www.linkedin.com/in/nidhijain24/) Mark you calendars and we'll see you right here in the #general channel! Missed our last AMA with @Scott Edison of bench? You're in luck, here is a full recap of it: http://www.cloudsoftwareassociation.com/2018/08/31/we-asked-scott-edison-vp-of-business-development-bench-anything/ Hope to see you next week!
Clay Collins (from Nomics.com)
Hi everyone!
Mark Cohen
Hi everyone - and thanks @Alison Aldrich for the invite.
Sunir Shah
Hey @Mark Cohen welcome! Glad to have you here. Love to learn more.. What segment are you going for with TradeGecko?
Mark Cohen
Businesses in the $1M-$50M range, e-commerce rapidly growing (potentiall global) brands and/or wholesale business operators, tech-stack of ShopifyPlus, Magento, BigCommerce, Woo, QBO, Xero, Vend etc. Industries all across the board fashion/apparel, food/beverage, accessories, health. Happy to chat offline too here @Sunir Shah.
Sunir Shah
For sure I am just flying now but I’ll connect with you later
Mark Cohen
Can meet-up in person next month - I'm back in T.O. too - can swing by our offices (King/Spadina).
Sunir Shah
What dates?
Scott Varner
Hey @Mark Cohen, we should connect. Ecwid has merchants in the traditional Shopify range and we are steadily going up market thanks to our 5+ native POS integrations.
Mark Cohen
Definitely - sending a private note to connect here @Scott Varner. Thanks for reaching out!
Sunir Shah
@here reminder next Thursday, Oct 4, 11am PT, we have an Ask Me Anything with Nidhi Jain, Director of GTM Strategic Partnerships at Box.

Ask her about her considerable experience at Box, Intuit, the world of capital, and executive leadership.

Add a reminder to your calendar here: https://www.addevent.com/event/tp2207717
Jake Wallace
At 11am today, ask @Nidhi Jain, Directory of Strategic GTM Partnerships at Box anything.

Ask Nidhi on what she's learnt building partner ecosystems and going to market with partners at scale. Or ask her how to be leader at a large or small company.

Join us at 11am PT / 2pm ET right here in this (#general) channel.
Sunir Shah
@here Hey folks, in 15 minutes we’ll start the Ask Me Anything with @Nidhi Jain.

Drop your questions in #general. Make sure to hail @Nidhi Jain in your question. Nidhi will reply directly to your question.

If you want to chime in on anyone’s question, feel free to add your own experience. Remember, we have one basic rule: no one likes advice; focus on sharing your own experience.
Jake Wallace
Hi Folks Jake from AWeber is here & ready to go... Who's all here with me? Respond with the follow emoji wave if so.... simple_smile
Sunir Shah
@here we’re starting our AMA with @Nidhi Jain, Director of Strategic GTM Partnerships at Box!

Ask Nidhi on what she’s learnt building partner ecosystems and going to market with partners at scale. Or ask her how to be leader at a large or small company.

Fire away
Sunir Shah
And remember feel free to reply to questions to add your own experience.

Remember, we have one basic rule: no one likes advice; focus on sharing your own experience.
Nidhi Jain
Hi everyone !!
Jake Wallace
@Nidhi Jain Tell us about your journey that led you to box, how'd you get into partnerships from the Investment banking world?
Nidhi Jain
Jake - thanks for your question.. for me investment management and partnerships are quite similar. In the investment banking world one invests $, in partnerships one is investing engineering, marketing and sales resources. So it seemed like a natural extension of my skill set plus I came from a tech background so it was natural for me to come back to it
Kimberly Jefferson
@Nidhi Jain How has your background in VC shaped your view of partnership ecosystems?
Nidhi Jain
great question !! From my VC background, I had to look at market landscape and figure out trends and which companies would be the future winners. I apply the same rigour when prioritizing partners @Great question
Kimberly Jefferson
Thank you! I'd imagine you're also comfortable with a certain amount of risk, and that comes in handy.
Sunir Shah
@Nidhi Jain How do you prioritize what partnerships to focus on? Box must have a lot of partner action.
Nidhi Jain
yeah, we are fortunate at Box to have more partners than we can handle. We think of partners in different buckets - some have light weight integration which the partner primarily works on, some have GTM benefits in terms of the brand value and some have real pipeline/ARR associated with it.. For each one of these categories we use a different prioritization framework
Sunir Shah
That’s interesting.. how do you value brand partnerships? how do you value ARR partnerships? how do you pick between a brand vs. revenue partnerships if you had to choose?
Nidhi Jain
typically for brand partnerships, we try to (1) constant ROI evaluation (2) create templates so we can reuse them, whether it be be for press releases, API integrations etc
Sunir Shah
I had a simple philosophy at FreshBooks; the “logo everywhere” strategy… I assumed revenue would follow (it did)
Sunir Shah
But focusing on comarketing to get more revenue was a second hustle.
Jake Wallace
haha that's how we are @Sunir Shah and also we wanna make sure we "have a seat at the table"
Luke Miller
Following up on this, do you have your preferred, yet different kpis for brand vs rev partnerships? What are your early key indicators that you look for?
Scott Brooks
@Nidhi Jain I have a question: I don’t have a partner strategy yet, i have no partners yet … so how do i pick and target my first 5
Scott Brooks
Hi Nidhi, So I am the founder of a company called timehero.com, we are an AI scheduling tool that automatically plans tasks for you and your team around meetings. (changing when your day changes) So ideally I want partners who want to add scheduling to their tools for their customers.
Scott Brooks
Appreciate the insights ! cheers Scott
Jake Wallace
@Nidhi Jain What tools do you use to successfully manage your partnerships?
Jake Wallace
So you don't use a Partner Management Tool of some time?
Jake Wallace
ahh gotcha!
Sunir Shah
what do you use for referrals and resellers?
Sunir Shah
all salesforce? affiliate links too?
Gabe Caldwell
@Nidhi Jain What mousetraps do you use to attribute partner revenue?
Sunir Shah
I think Gabe is asking how (mechanically speaking) do you track and measure revenue from partnerships?

It’s a bit of a thorny problem because partners often generate revenue indirectly… either through changes in adoption/retention or because customers don’t necessarily click on links and buttons even if they heard about Box from partners.
Nidhi Jain
yeah.. that is a really tough problem to track as partners as well as Box sales reps will forget to enter data in salesforce
Sunir Shah
Yeah, the usual, eh? If only I was working on a permanent solution for this problem with AppBind.com; if only. simple_smile
Nidhi Jain
we have a field in salesforce that shows that the partner was influential in closing the deal, however, once we reached a certain scale reps forget to do so.. One of the ways we have tried to enforce this by putting in a referral fee so reps are incentivized to check that box in salesforce
Nidhi Jain
however, we have had limited success
Nidhi Jain
Yup, absolutely, whoever can work on this problem will be golden
Sunir Shah
aye, you need a real PRM for lead registration though. well, what else is the CSA for but to make these kinds of problems easy to sort out. I’ll put a PRM overview into our content schedule.
Tyrone Lingley
@Nidhi Jain can you expand or share your prioritization framework? what is the process and data you use to validate/prioritize the partnership opportunities that come your way?
Nidhi Jain
For revenue generating partners, in addition to the technical integration framework we also consider (1) how much is Box valuable in closing the partner sales rep deal (2) is the partner willing to open up their sales channel
Luke Miller
Is there a specific way you measure brand value?
Natalie Kerns
How do you attract developers to contribute to your marketplace if you’re not a name brand?
Cooper Marcus
@Natalie Kerns to seed your marketplace, you can build the first few integrations yourself, with the blessing and perhaps with a little support from the partner, and brand it with the partner’s brand (while making clear that you support it, not the partner) - you can see an example of this on a program I manage at https://docs.konghq.com/hub/ - have a look at the Datadog and Loggly listings - they were built by my company, but they have the effect of making our marketplace appear to have involvement by name-brand partners (note that they were built a long time ago, and now that we’ve got the virtuous cycle going we are able to attract contributions by third parties simple_smile
Cooper Marcus
@Nidhi Jain when you think about technical integration partnerships (maybe you don’t have any other kind) do you more… 1. Work from the assumption that you already have a Box user, and the partnership will benefit the partner by bringing them new users, and benefit Box by increasing retention, or 2. Work from the assumption that the partner already has the user, and the partnership will benefit Box by bringing you a new user, and benefit the partner by increasing retention?
Cooper Marcus
is there one kind or the other that you strongly prefer?
Nidhi Jain
I would say if Box was to get a new customer, it's easier to win the internal engineering resource battle.. however, given our size, we probably need a # of new customers to justify the engineering ask
Mark Cohen
@Nidhi Jain was curious around whether you had an ROI framework that you'd recommend when evaluating partnerships on the table (eg. how you to allocate internal/financial resources).
Mark Cohen
Thanks @Nidhi Jain - we are looking to do the same here.
Nidhi Jain
great @Mark Cohen what's the name of your company?
Mark Cohen
@Nidhi Jain TradeGecko - inventory/order management - targeting the SME space (before you're ready for Netsuite).
Sunir Shah
@here we’re going to wind down in 5 mins or so. last call if you have a question for Nidhi. simple_smile
Sunir Shah
@Nidhi Jain Thank you so much. This was really incredible.
Jake Wallace
Thank you sooooo very much @Nidhi Jain! This has been awesome!!!!
Sunir Shah
@here and that ends our AMA with Nidhi. and thank you all for participating simple_smile
Scott Brooks
very awesome !
Sunir Shah
I’ll summarize the conversation today and post it to the blog as soon as I can.
Sunir Shah
Some of these questions definitely deserve more attention in our content calendar. I have my work cut out for me. simple_smile
Nidhi Jain
Thanks everyone for your questions !! Please feel free to ping me separately, if I can help clarify anything i said here or in general you think I could be a good sounding board to whatever you are doing or going through.. Thanks !!
Robert Aiudi
Hey everyone good to be in the group in Slack!
Sunir Shah
hey @Robert Rand glad to have you here!
Alex Sirota
Happy Canadian Thanksgiving to all my fellow Canucks!
Sunir Shah
Hey @Alex Sirota same to you
Sunir Shah
My Jain cousin and aunt are visiting from Nairobi so we are cooking thanksgiving with the following integredient list
Sunir Shah
No meat, fish, poultry, milk, nuts (allergy), onions, garlic, ginger, eggplant, mushroom, cauliflower, honey
Alex Sirota
oh man
Alex Sirota
that sounds like a vegan-y Thanksgiving -- and that's just fine -- as long as you are thankful for all you have, that's all that's important
Sunir Shah
It is a puzzle haha
Sunir Shah
I am thankful they drink
Sunir Shah
Well half of them
Alex Sirota
tropical_drink have one for me wine_glass beer
Sunir Shah
What are you doing for thanksgiving
Alex Sirota
we are going to our family friends house, the 4 of us -- they are graciously inviting us -- my family is in the US, and my mom in law is not feeling too well
Sunir Shah
That’s nice. G
Sunir Shah
Good times
Alex Sirota
I miss the US thanksgiving traditions and will try to visit mom and dad in Michigan this year in late November
Sunir Shah
Double the turkey holiday
Sunir Shah
@here Hey folks, do you have 5 minutes for a survey? We’re collecting information about what member services to focus on as we move to a paid membership model.

Your feedback will help decide what we do.

https://sbweb.formstack.com/forms/membership_fee_survey_oct_2018
Sunir Shah
We’re working on posting the SaaS Connect talks. I think anyone who is working with resellers should read / watch this one with Amon Prasad we posted last week.

Does it mesh with your understanding of resellers?

http://www.cloudsoftwareassociation.com/2018/10/10/what-a-reseller-truly-cares-about-when-picking-saas-to-sell/
Sunir Shah
Hey folks, just published this great story about how Zipbooks, a small company closed its first partnerships with much larger companies. http://www.cloudsoftwareassociation.com/2018/10/17/how-we-at-zipbooks-closed-our-first-partnerships/
Sunir Shah
morning everyone!
Jake Wallace
wave Some big news out of Canada yesterday huh? sunglasses
Sunir Shah
yeah, it snowed here in Toronto.
Sunir Shah
We’re keeping it chillin’
Sunir Shah
I’m thinking of an informal meetup nov 8 in SF.
Sunir Shah
I can’t buy drinks for everyone, but I can organize a time and place.
Sunir Shah
any suggestions on location?
Sunir Shah
The Tech Adoption Summit is at 24th St. station on Wed. Maybe it would be better to have drinks out that way 6pm on Wed Nov 7?
Sunir Shah
or maybe better Powell station here (same place as where we do SaaS Connect) http://thecavaliersf.com/
Clement Bruneau
@here guys we are organizing our 2nd edition of the SaaS Partnership Network New York meetup with great panelists from Hubspot, Yotpo and Saasmax: https://www.eventbrite.ca/e/the-saas-partnership-network-new-york-meetup-tickets-51421331587 - check it out!
Jake Wallace
Awesome!!!
Jennifer Chang (Tray.io)
Hey @Sunir Shah, 11/8, 5:30pm, I am hosting an informal happy hour with a few fellow b2b saas partner marketers. Happy to open it up to the group. Feel free to ping me if you'd like to learn more or join in.

Location: 5A5 Steakhouse, 244 Jackson St, SF (I co-own the steakhouse, could get a reserved section if needed)
Sunir Shah
@Jennifer Chang (Tray.io) that would be amazing. how open can we make it?
Sunir Shah
i.e. how big a bar bill ?
Sunir Shah
wow, that’s a great location
Jennifer Chang (Tray.io)
thanks! it's great, i love hosting ppl there. let me DM you
Chris Lucas
I know we have some new folks, so if you are new ( or have not joined yet) and interested in some PR opportunities, join the #pr slack channel. A new one was posted today!
Gabriel Dillon
Hey all, Algolia's partner engineering team is putting together a last minute meetup in San Francisco focusing on a partner engineering roundtable. The event is November 15th. I'd love to extend the invitation to you all, and especially to your more technical counterparts.

We're also looking for one more panelist, if you know anybody good. simple_smile

https://www.eventbrite.com/e/partner-engineering-meetup-a-deeper-look-into-partner-engineering-tickets-51992058647
Sunir Shah
hey @Gabriel Dillon I’ll add it to the mix. we’re looking for speakers for SaaS Connect for partner engineering as well. we have an entire track on this topic
Sunir Shah
if you’re willing to tell your audience about SaaS Connect, I’ll share yours with the csa list
Gabriel Dillon
Yup, both my partner engineer and I are attending the Nov. 8 event. Looking forward to it quite a lot. We'll be happy to promote the SaaS Connect conference, as well.
Jennifer Chang (Tray.io)
looking forward to meeting you @Gabriel Dillon!
Greg Sweeney
Should be a great event! Thank you @Jennifer Chang (Tray.io) for hosting. See everyone next week.
Sunir Shah
I’m doing a sf newsletter right now
Sunir Shah
I’ll add it
Sunir Shah
@Gabriel Dillon don’t be alarmed you don’t see the newsletter; I filtered you out as an already RSVP
Sunir Shah
Happy Hallowe’en. Dumb question of the day: how do you measure success of SaaS partnerships? This is the topic for the #ny meetup next Thursday evening in fact.
Greg Sweeney
The software company WorkSpan has some good content about this question. This is also a topic I covered in a webcast recorded earlier this year: https://webcasts.business2community.com/events/building-saas-partner-ecosystem Here’s an outline from one of my slides:

All Partners: revenue growth, customer retention, NPS, co-sponsored events, sales & technical resource collaboration, certifications, content engaged Sales Partners: new logos, pipeline value, cost of sales, origin of opps Software Partners: installs/usage, peer reviews, % of customers leveraging Services Partners: % of all services, developer or business case workshops
Matt Irving
I think it depends on the stage of the company and nature of the relationship. For our partnerships specifically for customer acquisition, we are looking at MQL’s as a leading indicator of demand generated and ultimately revenue as a lagging indicator by each type of partnership. That gives us a good measure of what’s typically working and where we can help prioritize especially as a start up who does a fair amount of selling with our partners.
Sunir Shah
Do you have any focus on partnerships for anything other than acquisition?
Sunir Shah
I think that question is the biggest one people get tripped up on
Matt Irving
Definitely. For product gap partnerships (partners where we are working together to round out an offering), we have been measuring product usage especially around feature flags. We start with the approach of asking what features we are trying to drive together and then compare usage over time as we promote, educate, and market with customers.
Matt Irving
This is great for retention partnerships and working on upsells.
Matt Irving
ex. We partner with ecommerce carts and measure an end customers connections to their third party channels. Each aspect of our partnerships measure if that channel (ex. ebay) is growing and transacting more.
Sunir Shah
what method/tool are you using to measure feature adoption? I think a lot of folks find that mysterious
Matt Irving
The core question for us is IF we are better together than independently.
Matt Irving
Hotjar is pretty good. I’ve used Splunk in the past and tie to feature and bandwidth usage. This is great if you use microservices because you can isolate the behavior on a particular feature.
Matt Irving
It takes a commitment for dev resources to justify the measurement capabilities but it’s a helpful guide.
Sunir Shah
Hotjar is amazing
Sunir Shah
Do you have that relationship with dev pre-committed or is it a case by case negotiation?
Matt Irving
I think it varies on what is the desired outcome. Data is good but if you can align data for broader context, then you have something interesting. For startups, I think the key is showing that the integration has value for the larger entity (especially if you are trying to for acquisitions or Corp Dev discussions).
Sunir Shah
I found despite the strategic alignment, I was always facing the counterpressure of limited resources from core product and direct marketing, and always scrambling to prove ROI.
Sunir Shah
Do you ever get customer feedback that a partnership was critical in their decision?
Matt Irving
Definitely. That’s the trick on the data. If you can tie it back to a better customer engagement that helps motivate the partner to care more. If you can drive customer care of feature to a partners bottom line even better.
Sunir Shah
@Tom Elliott reading the above. @Adam DuVander link is broken… I’m curious what FreshBooks data he has! (I hope it looks good for me. simple_smile)
Sunir Shah
no, I see, the link to Adam was just to his homepage
Sunir Shah
I am looking for the FreshBooks data because I know the data intimately when I ran it.
Tom Elliott
Yeah- I was simply giving him a link to his personal page
Sunir Shah
what we saw was that customers who signed up and set up an integration in the first week were something like 3x more likely to convert. but correlation/causation?
Tom Elliott
So here’s the latest: George provided us this quote for use in Left Hook’s marketing:
Tom Elliott
"Our data shows that customers who integrate FreshBooks with one or more additional apps yield a 30.7% higher LTV than those who don't integrate.

Integrations help us keep customers longer, which is key to long-term revenue growth."
Sunir Shah
so we also put a How did you hear about us? question on sign up and saw integrations come up repeatedly. Also because I was a roadrunner, at events, people would nearly 1/3rd of the time mention the integrations as a main driver, but that’s 1:1 oral evidence is hard to bring back home.
Sunir Shah
REpeatedly, meaning some quantified %, but I don’t remember what it was. it was compelling
Tom Elliott
Give me a quote and I’ll add it here simple_smile https://lefthookdigital.com/saas/
Sunir Shah
I have a blog post, if I can find it. Mudita sent it to me.
Sunir Shah
that’s it
Tom Elliott
Yeah. From 2010. Time to get some more data out there from more companies
Sunir Shah
@Matt Irving thanks for your answers. I’m going to fold it into a blog post. simple_smile
Sunir Shah
I’m looking for other research… not much. We’re thinking of doing resaerch studies with the CSA
Sunir Shah
but $$$… will have to charge
Sunir Shah
Anyone else want to chime in: how do YOU measure partner success?
Blair Beckwith (Railspur)
At Shopify, measuring partner success was fairly simple – $$$. We measured this in a few different ways. Because we handled billing in most cases, we were in the fortunate position of seeing the flow of money from our customers to our saas integration partners. We looked at in two ways – gross mrr = merchants are seeing that much value from the integration, and # of charges = the number of customers who are seeing value. The money itself was inconsequential – it was just a convenient proxy for value. Customers won't pay for an integration that they don't see value in.
Blair Beckwith (Railspur)
Spinning up a new integration ecosystem at Shogun has been a bit more difficult – we don't have the weight to throw around to require billing to be run through us. Most of our integrations today are done in a pretty low-tech way – there's minimal API integrations as we're a front end design tool and can generally pull in a partner's widgets without relying on APIs. For this case, we'll measure customer value by measuring usage of those integrated widgets on pages, and rely on some hand-wavey "product stickiness" goal.
Blair Beckwith (Railspur)
I dream every day of making our integration partnerships as easy to measure as our agency partnerships grimacing
Sunir Shah
I wonder if anyone has measured the impact of integrations that can’t be turned into a causation vs. correlation debate.
Nick Ruggieri
@Sunir Shah its an interesting topic we are tackling here at Cloud Elements right now, working with current customers to understand the impact improved integrations has on a direct improvement in analyst reports such as Gartner and Forrester.
Sunir Shah
Do you have a working methodology? If you have something solid, I’d love to republish it through the CSA.
Nick Ruggieri
Let me connect with my CMO and I'll get back to you, he started on the 15th so the idea is in its infancy
Sunir Shah
I think instinctually we all know that integrations deliver results, but how to quantify it? I am reticent to A/B split test having an integration or not
Sunir Shah
@Blair Beckwith (Railspur) not all integrations were billed through shopify; what about those? what % was the mix of on shopify vs on vendor?
Blair Beckwith (Railspur)
I retain some skepticism over whether integration partnerships (in general, the way most companies do them) actually really do drive value, to be honest.
Blair Beckwith (Railspur)
By the end of my time there, we had about 95% of partners running billing through $shop. There were always outliers (Mailchimp, etc.) but we generally had strong enough relationships with them to get the data from their side, at least in aggregate
Sunir Shah
they definitely drive value, but without measures, we don’t know what tactics are effective or not… so the way most people do it is just copying each other
Sunir Shah
in a cargo cult way
Blair Beckwith (Railspur)
Yeah, I should have qualified that with measurable value.
Sunir Shah
95%! that’s amazing.
Sunir Shah
I wouldn’t have expected that
Matt Irving
@Blair Beckwith (Railspur) - It’s a bonus when you control billing.
Sunir Shah
have a great halloween everyone!
Tyrone Lingley
Questions for the Crowd: 1. What % of your marketing efforts is co-marketing? 2. What is the cadence of your co-marketing efforts? 3. Do you have a dedicated co-marketing resource? 4. Does this function sit with Marketing, Partnerships, BD etc? 5. How do you balance co-marketing cadence with other marketing initiatives to reduce list exhaustion?
Sean Matthews
On the Partnership front, @Sunir Shah and @Blair Beckwith (Railspur) is the default to think “integration partner”? Reseller, Agency, SI, Tech Partner… lots of different partnership types that should necessarily be tracked/measured differently. And that’s not to mention non-customer facing or public partnerships.
Sunir Shah
In SaaS, yes
Sunir Shah
There is a lot of growing movement towards agency resellers in the past 18-24mos
Sunir Shah
but directory/channel/app stores are #2; affiliate referrals are mostly there to support resellers. some people use pure affiliates, but not many
Sean Matthews
Is that purely due to perceived value? System Integrators or Service Partners seem like, for the right SaaS, potentially more important than Integration Partners
Sunir Shah
no, it’s because the channel is broken for SaaS
Sunir Shah
however, read this to see how things are improving
Sunir Shah
there are many products like Hubspot that are crushing it in channel
Sunir Shah
$100M of their revenue from channel; 40% of their total
Sunir Shah
I am seeking all the data points I can on the relative size of channel compared to direct sales + marketing
Sunir Shah
There are two things that squish the channel. If it’s too high end, the saas vendor will have to do implementation
Sunir Shah
If it’s too low-end, the product is too self-service
Sunir Shah
product needs to be valuable enough to be pricey, but hard enough that needs expertise to set up efficiently
François Grenier
@Sean Matthews I have actually been in both situations where partnership primarily meant channel/reselling (in whatever form), or integration partnerships. In my experience the dichotomy happens when a SaaS vendor is focus on enterprise solution (where channel and system integrators play a big part in the company's strategy), as opposed to companies focused on SMBs where the ecosystem is a larger part of the growth opportunities - of course the nature of the product, verticals it targets etc might ponder this
Sunir Shah
@here I have a special opportunity. We’re hosting mentor sessions with Cesi de Quesada Covey, Facebook Pages; Kevin Raheja, Hubspot; and Manvinder Singh, Google Cloud next Wed, Nov 7 in San Francisco.

If you book a CSA mentor session, as a CSA member, you don’t need to buy a ticket for Tech Adoption Summit. (I got you in.)

Just book a mentor session here:

https://sbweb.formstack.com/forms/tas_mentor
Jake Wallace
This is awesome!!!!!
Jake Wallace
Wish I was going to be in town...
Sunir Shah
Share it on your social. :)
Sunir Shah
One more reason to be a CSA member
Sunir Shah
happy monday folks! I’m about to airplane to San Francisco for QB Connect, the Tech Adoption Summit and our CSA meetup on Thursday. I hope to see y’all this week.

https://www.eventbrite.ca/e/the-saas-partnership-network-san-francisco-meetup-tickets-51730738030
Sunir Shah
@Ondrej Gazda (Integromat) welcome! I’ve heard great things about Integromat from Arpit.
Ondrej Gazda (Integromat)
Hello, and thank you! simple_smile
Jake Wallace
Safe travels @Sunir Shah!
Rob Balasabas at TubeBuddy
Have fun @Sunir Shah airplane_departure
Paddy McGill
Hey everyone, if anyone is looking to boost or increase the value of their Black Friday offer and your audience is in the area of small businesses/entrepreneurs, DM me and i'll be happy to push a great offer your way!
Sunir Shah
@here hey folks, I’m in the midst of recruiting speakers for SaaS Connect (March 26-27, 2019)…. help me shape the agenda. What companies would you like to see? What questions would you like answered?

Also if you’re going to speak, please submit here ASAP: https://sbweb.formstack.com/forms/sessions
Steve Deckert
I would love to hear thoughts on how people are currently measuring value/ROI of integration partners. Especially when the integration partner is pulling data out of your platform and actioning it in their platform - where you can’t see how/if it’s being used.

I know there was a discussion about this earlier in this channel, but I still feel like we don’t have a great answer yet.
Arpit Choudhury
Hey Steve! I believe it's important for your potential customers to be able to seamlessly integrate all the tools in their workflows and an integration partner not only enables that, but also sends data to your tool/product/platform and helps you figure out ways to deal with various types of external data. So in terms of ROI, it's hard to measure it in absolute terms but it certainly helps bring more customers your way!
Jamie Tharp
I have always (at Bronto and now also @ Justuno) measured 2 primary things:
Jamie Tharp
1) Potential leads driven by partners through systematic lead flow of some sort (app store, directory listing, associated programmatic comarketing activities)
Jamie Tharp
2) Second way is via positive affect on net churn--how many existing customers leverage the integration, does it make them stickier, does it enable advanced use of our platform
Steve Deckert
Late, but wanted to say thank you for this Jamie!
Jamie Tharp
sorry I was so late @Steve Deckert!
Steve Deckert
Not at all! (In my original comment I meant that my thank you was late)
Sunir Shah
@Steve Deckert I think there are so many variant answers to this question, we could have a whole track on it
Sunir Shah
it’s a perennial
Sunir Shah
I’ll add it to the topic recommendations list
Tyrone Lingley
I think the tracks should be on Product (integrations), Distribution (channel), Brand (co-marketing) and BD (VC, m&a).
Sunir Shah
brand would be interesting
Sunir Shah
I would really love if someone did a Facebook audience swap presentation
Sunir Shah
that’s one of the newer tricks
Sunir Shah
don’t see a lot of people talking abou tit
Scott Varner
>I would really love if someone did a Facebook audience swap presentation

@Sunir Shah I’m intrigued, what is that?
Rob Balasabas at TubeBuddy
Hi @Sunir Shah where can we see a list of topic recommendations?
Sunir Shah
You’re looking at it for now. I have some from last year I have to collate
Rob Balasabas at TubeBuddy
@Sunir Shah got it simple_smile thanks
Sunir Shah
@Scott Varner @Florian taught me about facebook audience swaps, he can probably explain more. I think it’s this function. https://www.facebook.com/business/help/1676733802590358
Tyrone Lingley
or is it partners allowing each other to drop a pixel on their websites for retargeting purposes?
Sunir Shah
my understanding is you end up uploading an email list to facebook, but I don’t know.
Sunir Shah
I saw the directions but I never did it myself.
Sunir Shah
Yes, it’s about creating a Custom Audience in FB audience manager… you can do both people who visit your website and by uploading an email list.

Then you share this audience with your partner so you can target FB ads to your partners’ list without getting their emails or tracking pixel directly.

https://www.facebook.com/ads/manager/audiences
Sunir Shah
also a good way to determine the existing market penetration because you can Show Audience Overlap in Facebook between your customers and their customers
Sunir Shah
@Florian knows though. (it rhymes)
Florian
@Scott Varner @Sunir Shah basically fb allows you to share your custom audiences with other ad accounts. This could be audiences of website visitors or uploaded crm data. It can be a very useful to improve the targeting of your facebook campaigns. As a Shopify app we shared various website audiences with other Shopify developers & agencies. The resulting campaigns were our best performing all the time. This started as a secret insider tip in the Shopify ecosystem and more and more parties started adopting it. FB has added some limitations to the audience sharing feature due to gdpr. I think the sharing of CRM lists is now restricted but website custom audiences work. LMK if you have more questions. Cheers
Sunir Shah
@here hey folks, take 5 minutes today to get your speaker submissions in by next week for SaaS Connect (March 26-27, San Francisco).

https://sbweb.formstack.com/forms/sessions
Kevin OBrien
Question for the group - has anyone successfully used coupon codes/promo codes for partner referral tracking? Or do you use Cookies or Lead Forms? THanks.
Sunir Shah
@Kevin OBrien we did at FreshBooks but it was weak for both activation and showing a promo code field disincentivized conversions for the rest of the flow. Landing pages were better because you can collateralize the user to improve their quality and also cookie them to track referral and the URL can be memorable. It is essentially a referral link but smoother and easier to place in the user path on the partner marcomm because it isn’t some random gibberish that is clearly an affiliate link
Sunir Shah
That was like 8 years ago mind you
Sunir Shah
Also cash coupons converted better than time or service (product) coupons
Sunir Shah
Ie $20 off means more than 1 mo free
Sunir Shah
And also conversion rates over all for the cohort were stable. We just accelerated the time to convert
Sunir Shah
Best dollar amounts were like 1.x months of service. One month free and a little off the next month but you have to pay some dollars
Sunir Shah
In month 2
Sunir Shah
Those are all the things I know. :)
Kevin OBrien
Thanks @Sunir Shah - Landing Pages, and % off is my experience as well. Wondering if anyone has had success with Promo Codes lately?
Sunir Shah
As a Canadian, I love US Thanksgiving because I get to catch up on work in peace and quiet. m
Sunir Shah
Mostly only Canadians and Europeans online today.. and some workaholics.
Greg Sweeney
Jay McBain of Forrester published his first Channel Software Tech Stack. Great infographics: https://go.forrester.com/blogs/channel-software-tech-stack-2019-infographic/
Tyrone Lingley
@Nikita - where is PartnerStack on this? ^^
Nikita
@Tyrone Lingley best kept secret.. but not for long
Jo Zhou
Thanks for sharing!
Greg Sweeney
Hello @channel

1. We have independent consultants that complete our product platform certification. They will then either apply to be a channel partner or they will find a 1099 project through their network or by collaborating on our online community.

2. Most of the independent consultants do not have the scale or desire to build a consulting shop as a channel partner. They are a very valuable part of our ecosystem and we want to help facilitate a marketplace which makes it easier for them to find billable work.

3. Today this is a very ad hoc and inconsistent process for independent consultants. We’d like to leverage a freelance marketplace where you can search each consultant by location, skills, rates, availability, etc. Have any Cloud Association members had success in solving a similar use case?

Thanks for your help, Greg Sweeney
Sunir Shah
@Greg Sweeney nice. now I have a target list to get to join the csa. simple_smile
Dina Moskowitz
You've got some of us already @Sunir Shah! SaaSMAX's PartnerOptimizer platform for channel partner profiling/identification/analytics is in the "Data" bucket. blush
Sunir Shah
@here hey folks, I have a #pr opportunity with the Software Executive Magazine. I’m collating opinions from members. Very simply, what’s your answer to this question:

“How do you avoid conflict between direct sales and channel partners?“
Scott D Epter
So far we've been able to avoid conflict by targeting different markets.
Kyle Spencer
Double compensation.
Cindy Eagar
I agree with @Robert Rand. Spell it all out ahead of time in a Rules of Engagement (ROE) doc. If you set expectations upfront, partners and internal sales reps understand the calls when channel conflict arises. If you don’t, someone always feels cheated. I also agree with @Kyle Spencer about double paying, but that should be the rare exception.
Chris
It's all about compensation - you need to compensate your direct sales execs for revenue that flows through channel partners - period. Yes that means double-comping but there's no way around it unless you want your direct reps to see your channel partners as competitors more than partners (and behave accordingly). Doesn't necessarily mean you need to compensate them 100% - most direct reps (most....) will understand that channel revenue is basically "free money" if they learn to work with rather than against the partners - but you need to compensate them fairly. And "fairly" is in their eyes - not yours.
Scott Varner
This is 1000% true. It is what motivates your reps and your partners. If either views the other as the competition you have lost. At a previous company we had a stated “comp neutral” position where channel deals equally retired quota. Direct reps actually enjoyed supporting partner deals and became more efficient. Channel partners appreciated the support and were happy to sell us.
Sunir Shah
@Chris @Robert Rand thank you!
Sunir Shah
@Scott D Epter thank you too
Sunir Shah
@hereProcrastinating buying your SaaS Connect tickets?

Use the CYBERMONDAY code by Wednesday to get a 40% off ticket of SaaS Connect. Hey, it makes as much sense to me as Christmas before Hallowe’en.

https://www.eventbrite.ca/e/saas-connect-2019-tickets-49614441129?discount=CYBERMONDAY
Robert Rand
Hey Sunir, I think that the CyberMonday coupon is giving $50 off, and not 40% off. I've tested using the link provided with the discount code in the URL, and manually entering the promo code. Thought you might want to be aware of the discrepancy.
Sunir Shah
Prices will go up December 14. This is just an extra $50
Sunir Shah
There’s probably another way in Eventbrite to do a percentage on just the general price ticket but the math is the same. :)
Robert Rand
Thanks for the clarification simple_smile
Nikita
@Tyrone Lingley on it
Rob Balasabas at TubeBuddy
Hey @Kate Bradley Chenis!!!! Welcome to the party raised_hands
Sunir Shah
Morning everyone! Our CYBERMONDAY Wednesday special for SaaS Connect is ending today at midnight. Then Early Bird prices end December 14.
Clement Bruneau
@here made me think: we have a special campaign going on: https://saasfriday.com/ - available until tonight - check it out!
Kevin OBrien
Hi Everyone, we're thrilled to welcome our next round of partners using GoVideo to power 1-to-1 video communications in their apps! If you'd like to learn more on how you can implement video technology, or strategy, feel free to reach out.. See you all in the Spring at SaaStr and SaaSConnect! https://www.vidyard.com/press-releases/nov2018-additions-to-integrations-directory/
Rob Balasabas at TubeBuddy
Vancouver SaaS Partners Meetup, big thanks to @Tyrone Lingley, @Eli Mitchell, Greg from Vidyard, @Paddy McGill, @Emily Weiss for making it happen. Awesome to see all the SaaS Partners and Integrations peeps out here in Vancouver. Some really fun plans in the works to do more frequent meetups (and maybe a SaaS Christmas Pub Crawl wink).

I'll throw up a few more photos and short videos from last night in the thread so I don't blow up the channel thumbsup
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Kevin OBrien
:+1:clap
Jake Wallace
Awesome to hear!!!!
Sunir Shah
Happy friday everyone!
Sunir Shah
We started going through speaker submissions with the program committee yesterday. This year’s SaaS Connect is going to be amazing. Holy moly. We’re blessed with such a great community.
Jake Wallace
Seriously 2019's event is going to be fire - I'm not kidding!
Sunir Shah
happy birthday @Jake Wallace. Thanks for being an awesome Chair of the CSA
Jake Wallace
Thank you!1
Chris Lucas
Happy belated Bday @Jake Wallace
Jake Wallace
Thanks @Chris Lucas
Koh Onozawa
Belated happy birthday @Jake Wallace
Jake Wallace
Thank you!
Sunir Shah
Just a reminder that early bird tickets end next Friday, December 14.
Sunir Shah
We also lined up Netflix to keynote SaaS Connect
Sunir Shah
It’s off the hook. simple_smile
Jake Wallace
raised_hands N E T F L I X raised_hands
Dina Moskowitz
Hi Everyone....next Wednesday SaaSMAX will be hosting the 2018 CompTIA State of the SaaS Channel Webinar featuring Senior Analyst Carolyn April. Wednesday 12/12 at 12PM Pacific/3PM Easter - to register: https://attendee.gotowebinar.com/register/257169567146704130
GJ - Apideck
Hi everyone! Thx for the invite @Jake Wallace
Sunir Shah
Happy Monday folks!
Rob Balasabas at TubeBuddy
What's up @Sunir Shah and friends! What's everyone up to this week?
Sunir Shah
Trying to finish up before holidays in Switzerland
Sunir Shah
@here are you going to SaaStr Annual and wondering what kind of marketing options you have? We’re pulling together co-sponsors to do a customer-facing cocktail party on February 5, 5-8pm.

Last year we reached 350 RSVPs before closing the list. We’re keeping costs down to $3k each sponsor.

Interested? Let me know either here in Slack or
Sunir Shah
Hey folks, just published the keynote by Clate Mask, CEO of Infusionsoft from SaaS Connect 2018.

I think it’s critical watching / reading for all of us. They shuttered their customer success team and shifted entirely in favour of partner success, which as a partner manager. Imagine having so much support from your CEO and Board for partnerships?

Clate is coming back to do a very special keynote at SaaS Connect 2019 to give us all an update and Q&A. If you want to learn how to sell an expansion of partnerships at your company, worth the price of admission alone.

http://www.cloudsoftwareassociation.com/2018/12/12/why-infusionsoft-handed-customer-success-over-to-its-partners/
Sunir Shah
Hey folks. Anyone headed to SaaStr? We are recruiting cosponsors to split costs for a cocktail party to reach target customers.
Rob Balasabas at TubeBuddy
Social Media Question - is there a #hashtag for Twitter or IG being used for the SaasConnect in March?
Sunir Shah
@Rob Balasabas at TubeBuddy yup, #saasconnect
Sunir Shah
also I’m so old, I don’t even use Instagram
Sunir Shah
I’ll have to up my game
Rob Balasabas at TubeBuddy
@Sunir Shah LOL. thanks simple_smile
Kurt Anderson
Hey @Sunir Shah When do you send out the attendees list for SaaS Connect?
Sunir Shah
a couple weeks beforehand
Sunir Shah
Happy new year everyone!
Matt Irving
Happy New Year!
Jake Wallace
Happy New Year Everyone! Wanted to see if there were any SaaS companies either based in or have offices in either Bolder, Co or Denver, Co. DM me if so. Thank you in advance!
Blake Kraft from Front
I’m currently evaluating Referral SaaSquatch and PartnerStack (formerly GrowSumo). I’m looking to use one to manage customer referrals, affiliates, and re-sellers. Would love to hear if anybody here has a preference. Thank you!
Rob Balasabas at TubeBuddy
@Paddy McGill I feel like you'd have a couple thoughts about this mate simple_smile
Ankit Dudhwewala
For affiliates, firstpromoter is very good.
Ankit Dudhwewala
We are also looking for a software for customer referral. Referralsaasquatch is working out to be very expensive
Paddy McGill
Partnerstack is a great platform, we're looking to move over to their platform.
Tyrone Lingley
@Blake Kraft from Front I had conversations with Ambassador, Referral Saasquatch, and Referral Candy before going with PartnerStack. They offer a far more robust platform to power partner, reseller, and marketing programs and their consultation is invaluable.
Blake Kraft from Front
Thank you @Tyrone Lingley @Paddy McGill @Ankit Dudhwewala @Rob Balasabas at TubeBuddy
Sunir Shah
Happy Monday! 2019, Week 2 begins. What is your top objective this quarter?
Sean Matthews
Onboard 20 SaaS Clients to our Integration Management Subscription offering
Jake Wallace
Keep the partner conversation train going fast! I booked a ton of meetings prior to the holidays to hit the ground running in 2019!
Sunir Shah
hey folks, anyone have a good commercial lawyer in California? Small firm or freelancer preferred. Have some basic stuff like IP assignments, contract assignments, commercial agreements.
George Kyriakis
Sunir, they may want to try Rocket Lawyer. Virtual Legal Service and a SaaS company.
Sunir Shah
Hey folks, we have a really good opportunity at SaaStr. Cloud Elements has booked Morgan’s for the day of February 6 for a Partner Lounge.You can join in, use the lounge to host meetings, and then participate in the happy hour 5-8pm… get the attendee lists, use it as a method to generate leads at SaaStr, and generally make SaaStr super profitable for you.

This is the best ever CSA conference side event package. It’s $3k to participate. Very limited spots left. Let me know quick.
Jake Wallace
What an awesome opportunity @Sunir Shah!
Jeff Cole
hey @here I've recently jumped over to the partnerships side of the house at Cloud Elements and am building our partner ecosystem, specifically with Global Systems Integrators. Was wondering if anyone has any experience in working with the big guys (or smaller regional players) and would be willing to share more about how you got your foot in the door and went up from there. I've got a good relationship with a handful of them already but would love to compare notes.

Separately, if anyone has any good reads or podcasts to listen to about building out this kind of ecosystem, please send my way!
Ryan Lunka
Just got accepted as a Strategic Advisor. Looking forward to working with everyone here!
Jake Wallace
@Ryan Lunka glad to have you on board! rocket
Adam Metz
@Jeff Cole You may want to start listening to eCommerce fuel. There's a few good BD/strategic partnership episodes.
Sunir Shah
@here today’s the last day for the team early bird for SaaS Connect. I extended it a few days because everyone was sick with the flu, including me. simple_smile

http://www.cloudsoftwareassociation.com/saas-connect
Blair Beckwith (Railspur)
We’re formalizing our partner program with some terms & conditions (probably about a year too late). Anyone have any good examples for inspiration?
Alison Aldrich
@Blair Beckwith (Railspur) - I'm in the process of doing the same. I have a couple of examples I'm happy to share, but would also love to see what you come up with. I'm trying to find a good balance between too simple and overly complicated.
Tyrone Lingley
Hey @Alison Aldrich can I bum rush the party here too? I'd love to take a look at the examples you're willing to share.
Steve Deckert
eyes me too
Blair Beckwith (Railspur)
@Steve Deckert heh, stuart was the first one I asked about this wink
Blair Beckwith (Railspur)
I’ll start a doc we can all add stuff to.
Blair Beckwith (Railspur)
@Tyrone Lingley @Alison Aldrich @Steve Deckert @Eric McClure https://docs.google.com/document/d/1Cg8BoTIHNHvf5XU6ayPNq5Pe-4uJrIQLlE_aXLQZJzM/edit
Alison Aldrich
Thanks!
Eric McClure
Awesome, thank you!
Blair Beckwith (Railspur)
I swear, I have more, I’m just trying to find the doc wink
Tyrone Lingley
Here's the Partner Program agreement we're launching with January 29th. Here's a link to what we had for beta: https://unbounce.com/ambassador-program/
Alison Aldrich
For those of you that have both an affiliate type program (referral link) and more strategic partner program (lead registration), do you have one agreement? Or do you treat them as separate programs?
Blair Beckwith (Railspur)
@Alison Aldrich I’ll shoot you an email simple_smile I have a bit of a doc going.
Eric McClure
Hey @Blair Beckwith (Railspur) and @Alison Aldrich, can i join the party? My objectives might be a little different, but building from scratch nonetheless and would love to collaborate.
Tyrone Lingley
@here What industry trends / growth ideas are on your radar for 2019 as it pertains to strategic partnerships?
Jamie Tharp
Repeatability of best practices--execution enablement for agencies!
Tyrone Lingley
@Jamie Tharp what does execution enablement entail for you guys?
Sunir Shah
hey folks, how’s your Monday? Taking the day off for MLK, freezing your ears off like we are in Toronto.. what’s shaking?
Sunir Shah
lol, those of us up north are shaking to stay warm
Jake Wallace
Even down here... its like 9 degrees here disappointed
Sunir Shah
You know, I have no idea what that even means in Celsius.
Sunir Shah
yes, that’s cold
Jake Wallace
haha
Sunir Shah
@here The bar is booked! Come join us Tuesday, Feb 5, 5-8pm for drinks in San Jose while we’re in town for SaaStr Annual and get your SaaS partnership game on that week the best way.

https://www.eventbrite.ca/e/saas-connect-cocktails-tickets-54990315514
Umut Muhaddisoglu
@Sunir Shah Although you search for a name, https://www.upcounsel.com/ may help a lot. I used the service few times and it is pretty easy to reach competent lawyers on any field.
Jake Wallace
Hey Friends... Wanted to ask you a question. We're moving from Hipchat to Slack in the coming weeks (raised_hands) and I wanted to learn more about the possibility of inviting select partners to a private slack channel for constant communication. Has anyone done this already? If so, pro's vs cons? I'd love to pick your brain. LMK DM's are always open...
Sean Matthews
@Jake Wallace and @GJ - Apideck threading here

We’ve done both, invite-only guests and Shared Channels
Sean Matthews
I think you’re talking about creating a single channel in your AWeber Slack Workspace, @Jake Wallace?
Sean Matthews
And adding/inviting single-channel guests to that workspace?
Sean Matthews
GJ is talking about opening a Shared Channel between two paying Slack Workspaces
Jake Wallace
Yes, we'd create a dedicated slack channel ie #AWeber-Zapier and only Zapier people we invite would have access.
Sean Matthews
Pros for Invite-Only: 1) You control completely who has access from the other Team 2) All messages are archived in your account 3) Free Accounts/workspaces/users have access… or rather, it doesn’t matter if they have a free or paid Slack account on their side

Cons for Invite-Only 1) Number of Invite-Only Guests available in your account is limited by the number of paid users you have. I think it’s 5 per. May be a non-issue for you 2) A bit more friction for them. They have to manage their access across multiple workspaces (I personally am a member of 30+ Slack workspaces face_with_rolling_eyes ) 3) Searching for messages becomes a bit harder, means context switching… not the end of the world, but Shared Channels lets you search and stay within your familiar context. 4) You have to invite their users… no ability for them to pull whoever they’d like in 5) You’ll have a lot of Channels, and there’s limited means to organize. We have #comms-[partner] for our workspace. Shared Channels at least show up in their own subsection on the left side 6) If you forget to add a workspace to one of your devices, it’s a pain, and you can miss notifications therefore
Sean Matthews
Pros for Shared 1) Either team/admin can choose who to invite from their team, whenever relevant to the conversation 2) You can start a conversation privately with anyone from their team who is pulled into the shared workspace 3) Messages are archived mututally 4) You stay in your context, no need to manage multiple workspaces 5) Doesn’t use your free single-channel guest slots.

Cons for Shared Channels 1) Only available for two mutually paid workspaces 2) Has to be configured by two admins (yours and theirs). This is a friction for larger companies. 3) You may have some security concerns? (Seems like a non-issue to me, but worth running by security teams wherever relevant)
Sean Matthews
@Jake Wallace hope that helps! @GJ - Apideck would you agree?
GJ - Apideck
Yes, big fan of the shared channels
GJ - Apideck
They really nailed that feature
Jake Wallace
awesome thanks guys!
GJ - Apideck
@Jake Wallace We have shared channels with most clients
GJ - Apideck
It’s a good way to streamline customer success
Jake Wallace
and they don't have access to any other channel unless they're given access, correct?
GJ - Apideck
Yes you can DM them and have one shared channel
Jake Wallace
So when they log into your workspace they will only see that channel
Sean Matthews
To be clear
Sean Matthews
Shared Channels != Invite-Only Channels
GJ - Apideck
They will see the shared channel in their workspace
Jake Wallace
yes I mean... when we invite them they will only see that on the left hand side
GJ - Apideck
So it’s seamless
Manoj Ranaweera
Back here after a long time. We had a visitor from SF. A Canadian but didn’t actually get a chance to speak. Seems to be connected to @Sunir Shah Chris Neumann
Manoj Ranaweera
I’m also building a SaaS tool as soon as I close 50 subscribers
Manoj Ranaweera
46 left - Day 1
Manoj Ranaweera
UK tech investment deal data
Sunir Shah
Hey folks, anyone have YouTube experience?

I am trying to link to http://www.cloudsoftwareassociation.com/saas-connect from our videos but I can’t. I verified my domain, but it remains unverified in YouTube.
Sunir Shah
Looks like I need to rack up 906 more subscribers. Well, that’s a challenge worth accepting. simple_smile
Bob Moore
905 now buddy
Sean Matthews
902! (gotta love multiple email addresses)
Sunir Shah
Lol. Once I get to 100 subscribers I can get a custom channel uri
Sean Matthews
Standby
Sean Matthews
Done
Tom Elliott
I think I just put you at 101!
Tom Elliott
Do I win the golden ticket?
Sunir Shah
Thank you so much
Sunir Shah
I’m not going to lie to you folks, but it’s yet another day this month in my household with a sick kid who was up all night puking. It’s a theme for January.

I’m just trying to keep up with my workload growing the SaaS partnership market and my mind is melting; I could not imagine being in real health care.
Sunir Shah
I’m thankful I’m in tech.
Jake Wallace
Yes, same here. For the last 5 nights have had a child up in the middle of the night. I'm a walking zombie at this point in the office.
Sunir Shah
I just pushed a newsletter while fending off my 2 year old who I am pretty sure was deleting everything on my phone. hopefully it is ok.
Jake Wallace
Haha. I read it... it looked good! clap
Sunir Shah
Well, my daughter puked.. again. I am going to lose my mind. How am I already behind this early in 2019.

Everyone, just do me a solid and buy your tickets to SaaS Connect already so I can take a break. simple_smile
Manoj Ranaweera
Mine are now grown. 19 and 14. Two girls. Enjoy the younger days. Very precious time even though it does not feel like it sometimes.
Matt Irving
Trying to remind myself of this with our 2 and 5 year olds.
Matt Irving
Hey folks! Does anyone have a Partner Portal RFP template?
Manoj Ranaweera
Happy to put in touch with My buddy Stewart Townsend who built Zendesk partnership programme in EMEA.
Matt Irving
@Manoj Ranaweera - That would be great. Can you connect us via email at ? Thanks!
Manoj Ranaweera
Will do. Only saw this now.
Sunir Shah
What kind of proposal are you asking for? One for the portal companies? Or for the partners?
Matt Irving
I'm looking for a requirements for a partner portal. Mainly facilitating Training and Enablement, Deal Registration, and lead sharing.
Sunir Shah
AFAIK, there aren’t that many; allbound, partnerstack, impartner, salesforce
Sunir Shah
saasmax has one for resellers
Sunir Shah
any others you’re looking at
Sunir Shah
With a limited set, you might be better doing a direct comparison and building a list of comparative features as you’re researching
Matt Irving
Exactly. Our team is starting the review. Always interested to hear where others have tackled this.
Sunir Shah
righto
Sunir Shah
I grok
Sunir Shah
maybe I should push to the newsletter, see what people say
GJ - Apideck
@Matt Irving we’re currently working on a partner portal solution. I would be happy to share some of the requirements.
GJ - Apideck
https://www.getcrossbeam.com/ should have you covered for the lead sharing part
Matt Irving
Thanks @GJ - Apideck! I'll check out Cross Beam.
Darren Clarke
Are in SOW with Magentrix. Its going well and does all of the requirements you are looking for @Matt Irving
Sunir Shah
Morning everyone. What a night. Well a week. As the saying goes, if I survive today I will have made it to tomorrow.
Darren Chait
Hi all, has anyone worked with a great content strategist/copy writer to help us write SaaS website content / features pages etc.
Grace Williams
Might be more than you’re looking for, but we have had several clients work with InnovateMap on messaging/website/product design. https://innovatemap.com/
Darren Chait
Great, thanks @Grace Williams
Sunir Shah
@here Happy Monday! Just a reminder we pushed the agenda for SaaS Connect last week.

And in celebration of that, I created a flash sale of 20% off that lasts until tomorrow evening.

http://cloudsoftwareassociation.com/saas-connect?discount=AGENDA96HOURS
Sunir Shah
@here Also if you’re in San Jose next week for SaaStr or otherwise, the CSA is buying drinks to have a meetup. https://www.eventbrite.ca/e/saas-connect-cocktails-tickets-54990315514
Sunir Shah
I’m not going to lie to y’all; the real reason there’s a flash sale for SaaS Connect is that I’m run down fighting the flu amongst my family and I am hoping y’all just buy your tickets so I can take a break.

Maybe tomorrow’s newsletter will be on the benefits of handwashing.
Sunir Shah
as partner people, critical skill with all the handshaking we do
Jake Wallace
@Tyrone Lingley congrats on the official launch of the Unbounce partner program!!! raised_hands rocket
Tyrone Lingley
@Jake Wallace thanks man! It's been a long time coming, happy to get this out the door. I'd love any feedback from the group, here's one of our segment landing pages for agencies: https://unbounce.com/partner-agency/
Sunir Shah
Seeing Slack and Infusionsoft rebrand in 2019, I feel like I’m falling behind. I am open to suggestions on new branding or names to modernize my nearly 4 decade old “Sunir” branding.
Sunir Shah
Morning everyone
Jeff Gardner
Good morning, +1 day
Sunir Shah
How is it in Ireland? Warm or cold
Sunir Shah
I say this as my fingers have no feeling in them as I tap
Jake Wallace
We're at 1 degrees today...
Sunir Shah
I’d take 1 degree but in Celsius
Sunir Shah
It is -20C. Snow has gotten to that crunchy concrete phase
Sunir Shah
What is 1f? -17C. So the same as here
Matt Irving
That's brutal. It's 48F | 9C in Austin.
Jenna Earnshaw
Yep, so cold in Toronto, my buildings heating has stopped working snowflake
Sunir Shah
Oh god. Hope they fix it soon
Jake Wallace
Who all is going to SaaS Connect March 26-27, 2019 in San Francisco? (Raise your hand) The agenda was just published and its fire http://www.cloudsoftwareassociation.com/saas-connect/#agenda
Paddy McGill
Hey everyone, we're looking for a Graphic/Video Marketing partnership contacts that would be interested in contributing to an online summit, in exchange for a lead swap and to showcase your product/service. Give me shout!
Mark Holder
Hello @Sunir Shah @Kevin OBrien and others, long time! Was recently chatting w/ a colleague about SBW Summit (now CSA), eager to get involved again. Currently VP Ops at Checkfront (online booking system for tour/activity businesses in the travel space) - hopefully I can make it to the event in late March.
Sunir Shah
@Mark Holder mark! Missed you. Glad you’re back.
Jenna Earnshaw
welcome @Grant Jurgeneit!
Grant Jurgeneit
Thanks @Jenna Earnshaw I am really excited to join the community.
Sunir Shah
Morning! I’m flying to San Jose tonight for SaaStr. Let’s meet up… either 1:1 and for drinks with the CSA Tuesday evening.

http://saasconnect.org/drinks
Jake Wallace
Safe travels everyone!!
Sunir Shah
Hey folks. As 2019 gears up we are recruiting people who want to build their professional network by running some CSA activities like organizing Slack AMAs or video interviews or meetups. The CSA the best ice breaker to meet others in the field.
Sunir Shah
Let me know. ;)
Jake Wallace
I echo @Sunir Shah words above!!! Please get involved... this is an excellent group and could lead to more opportunities simple_smile
Sunir Shah
Landed. See you all this week
George Kyriakis
@channel Got an interesting question from a Freshbooks employee in another dept the other day. He told me he's interested in Biz Dev and would like to learn more about the discipline and asked me if there were any books he could read. I blanked. I know dozens of great business books, but couldn't think of one that talks to partner strategy. I know there are books out there but does anyone know of a really good one that I can recommend? And read simple_smile
Greg Sweeney
Hello @George Kyriakis The Sumo Advantage is great for understanding strategic alliances: https://www.amazon.com/Sumo-Advantage-Leveraging-Development-Heavyweights/dp/0986046000
Greg Sweeney
Here's a webcast that reviews the concept of a partner ecosystem: https://webcasts.business2community.com/events/building-saas-partner-ecosystem
Jeff Gardner
Thanks @Greg Sweeney – this is helpful for me too!
George Kyriakis
Just a funny anecdote to the book reco. Looked it up on Amazon.com. It's $19.99US. Looked it up on Amazon.ca and it's $152.06 CDN. That is one expensive book or else a brutal exchange rate simple_smile I'm guessing they have the decimal point in the wrong spot. May hinder sales just a bit.
Jeff Gardner
Same with Amazon.it – €88 shocked_face_with_exploding_head
Steven Chic
the founder of Truecar gave a great presentation on BD at UCLA
Matt Scoble
@George Kyriakis There is a guy that has a list of a lot of relevant BD material on his blog.... Here is the link: http://jamescohane.com/the-guide-to-business-development-and-partnerships/ Some really solid content there.
George Kyriakis
Thx Matt, will check him out.
Sunir Shah
@George Kyriakis crossing the chasm, getting to yes, how to win friends and influence people, innovators dilemma
Sunir Shah
I haven’t read four steps to the epiphany entirely but first 3 chapters had good understanding of the tech market
Sunir Shah
But it is a slog.
George Kyriakis
He's asking me about recommended books that talk to partner strategy. Those books you recommended Sunir are all good (haven't read Innovators Dilemma) but not directly talking to partner strategy. Correct me if I'm wrong. It's been a few years since i read those.
Sunir Shah
It’s all partners because it is about the component model of tech marketing
Tom Elliott
Field report from Mixer in San Jose: Sunir is killing it. Huge crowd:
Ryan Lunka
Couldn't make it this year. FOMO level 10/10.
Alex Sirota
Hey everyone -- I've been working on this project on the side for a couple of years and I think now we are ready to start actively marketing it -http://www.webmanagementinstitute.org/ The Web Management Institute (WMI) professional certification combines understanding of established business practices with Internet and web technology best-practices.
Alex Sirota
If there is some interest please let me know -- we are looking for

1) trainers/educators/people with experience in producing materials and testing methods 2) sponsors to support a 3rd party effort to certify web developers 3) connections in higher education/government that can provide feedback on what we are doing
Cody Jones (Zapier)
Hey folks! We’re growing the team at Zapier zapier and are looking to add a couple Partner Specialists to work with our top partners like HubSpot, Dropbox, MailChimp, Slack, etc.

Since we are 100% remote, these individuals could be anywhere. earth_americas Who do you know that we should be talking to?

https://zapier.com/jobs/4201078002/partnership-specialist/
Jake Wallace
How was the Cocktail Hour at SaaStr? Any fun conversations? I saw it was a packed house!! That's awesome.
Tom Elliott
Mad house. Sunir did a great job making it full of happy people
Jake Wallace
Awesome!
Rob Balasabas at TubeBuddy
Well done @Sunir Shah!
Sunir Shah
SaaS Connect cocktails San Jose
Sunir Shah
Yes it was a smashing success.
Sunir Shah
@here The one hard thing about being a partnership executive is that it is very difficult to look for work. As soon as you apply, you undermine your negotiating position.

Is this a pain you feel? I’m seeking advice on how best to create a job marketplace that is confidential until an opportunity is more material.

If you prefer to keep your interest in this confidential, you can DM me.
Robert Rand
@Sunir Shah The best place to find a new job in partnerships and alliances is often within your own network. If you're good at what you do, your peers probably recognize it, and may be able to help recommend or refer you. Personally, my two most recent positions came through my own network. The challenge is that while your partnership peers may be good friends, you're being paid to maintain business relationships with many of them. It can be difficult to go to them suggesting that you no longer want to work for a company that you're supposed to be promoting. (PS - Luckily, not a problem that I'm currently facing! I'm very happy where I am).
Robert Rand
The one time that I was faced with this specific situation, I chose to wait until I exited before seeking a new position. It added some stress for myself and my family, but I didn't see a better way around it. I'd be very interested to see what you can come up with!
Sunir Shah
My biggest problem is that I do not have the time to vet every person
Sunir Shah
Had an anonymous idea come in that I don’t have to be the only person; could pick an intermediary to vouch
Sunir Shah
I like that one
Sunir Shah
also, maybe do some of the hiring process before you get to know each other. basic profile + case study work perhaps
Robert Rand
I like the intermediary idea too.
Manoj Ranaweera
We now run a monthly informal event in London and Manchester. If anyone is planning to visit UK, do let me know if you fancy bit of networking.
Jake Wallace
Hey everyone. Did you know there is a #reads channel? Feel free to drop articles & blog posts you feel is relevant to the community there.
Ashley at Clearbit
Morning everyone, Clearbit is hiring for a partnerships role. We're looking for someone who can take the partnership framework we've created so far and manage the day-to-day of that while building on it: exploring strategic questions like "what does partner success look like?" and "how can we better enable our partners?" then making those answers come to life. If you know anyone great or you yourself are interested, I'd love to hear from you https://jobs.lever.co/clearbit/ab2c78ff-63b5-4d7f-9df8-4c73d357aad0
Nikita
Running a webinar with New Breed Marketing Feb 27th on 'How to leverage a partner program from startup to enterprise' - I'm sure everyone here has a pretty good idea! But if you're curious you can join the webinar here: http://bit.ly/PSwebinarNB
Jake Wallace
Who’s going to SaaS Connect in March?
Sunir Shah
Hey folks, if you’re in Atlanta #atl, there’s a dinner for CXOs interested in alternative financing Tuesday evening.

https://timiacapital.com/atlanta-cxo-networking/
Kevin OBrien
Does anyone have suggestions for a class/course that new partner folks can take to uplevel their skills around legal agreements?
Sunir Shah
@Kevin OBrien if you find something, let me know. I think most people learn commercial agreements the hard way
Sunir Shah
can’t vouch for it
Sunir Shah
I also rely on upcounsel.com’s blog. It has a million resources as well
Kevin OBrien
Is molly siems around? She may have a suggestion...
Sunir Shah
not on slack, but do you have her contact info?
Sunir Shah
hey folks, I’m working on a job board. a rare break from conference planning
Kevin OBrien
nice!
Sunir Shah
@here Hey folks, I finally made a job board for the CSA. Feedback / job postings requested. http://www.cloudsoftwareassociation.com/jobs/
Ashley at Clearbit
Just went to post the Clearbit role and saw you've already got it there. Thanks @Sunir Shah!!
Sunir Shah
ok, my wife has been snowed in with the kids all day and I think she’s almost willing to send them off into the cold to fend for themselves
Sunir Shah
i’ll look at feedback after dinner
Sunir Shah
Ok, I added the candidate pool and confidential matchmaking based on feedback here. Let’s see how the new job board does.

More feedback would be appreciated.

http://www.cloudsoftwareassociation.com/jobs/
Cody Jones (Zapier)
Awesome, just posted another role there for our Head of Strategic Alliances role. Pretty smooth process, thanks for putting this together!

https://zapier.com/jobs/4208567002/head-of-strategic-alliances/
Sunir Shah
My pleasure. If you find someone from the CSA, make sure to buy me a scotch.
Sunir Shah
I’m easy that way
Sunir Shah
i postd it
Cody Jones (Zapier)
You’re still working off those Stance socks I gifted you! joy
Sunir Shah
absolutely
Sunir Shah
may the force be with my toes
Sunir Shah
Hey folks, any feedback on the new job board, positive or negative would be appreciated. simple_smile
Sunir Shah
[I am going to go dig my house out of the snow, but I’ll be back.]
Matt Irving
This is a great start. It would be good to add options other than Partnerships. Maybe specify by Technology Partnerships, Alliances, Business Development to help candidates narrow their search.
Sunir Shah
aye, thank you for the feedback! I’ll split categories when we’re drowning in listings. I’ve learnt that lesson the hard way many times. But really, I should go capture more job listings
Sunir Shah
The house took 70mins to dig out today; 3h yesterday. I may not be @Gabe Caldwell level but I am getting my workout in.
Gabe Caldwell
@Sunir Shah Gabe level = no cardio. You would shovel circles around me simple_smile
Sunir Shah
no cardio! why not? your heart is a muscle too
Alex Sirota
Get a snowblower. Trust me. The 3-4 times per year you’ll use it will feel like heaven.
Sunir Shah
They've really come down in price. I'm not opposed; it's just one more thing to store in the backyard, which is both ironically small and yet needs to be shoveled nearly entirely because it's interlocking brick.

p.s. never, ever, ever get interlocking brick
Alex Sirota
Good advice. No interlocking bricks. Going to keep the grassy area that I mow every week like a mad person. A smallish snow blower maybe when they go on sale is a godsend. You can do a drive way and a walk way of maybe 15-20cm or more in about 15-20 minutes. Heck you could even help your neighbours when their service never appears. I've done that more than once this year.
Jake Wallace
Does anyone have any friends over at SugarCRM by any chance? If so, please DM me. Thanks!!
Manoj Ranaweera
Did you get the intro? I’m connected to the CEO. We had an integration
Jake Wallace
Yes, I did. Thank you for reaching out!
Mawghan at PieSync
We also have an integration with them and our POC is Donna Ewart we met with her in CA last year and was very helpful.
Manoj Ranaweera
Good morning, if I organise a meetup in LONDON (possibly 26th March), how many of you would be interested in joining?

Do also consider joining the #uk channel. Thanks
Jason Breed
@Manoj Ranaweera I might be. looking for A+ EU partners. I'll be in London as our customer event is on Mar27th (https://www.crownpeak.com/resources/campaigns/2019-crownpeak-empower-uk). Will any agencies / partners attend? Profile is similar to Dept, Trivident, GroupM, etc
Sunir Shah
hey @Alex Bevilacqua welcome. We keep a log of intros in #intros
Sunir Shah
happy Friday everyone
Sunir Shah
The Future of the Cloud Software Association

https://mailchi.mp/cloudsoftwareassociation/2019-plans-2798957
Sunir Shah
Thought I’d give everyone insight on what our plans are in 2019.
Manoj Ranaweera
26th March London

10 to 12 pm - Techcelerate Coffees London #4 6 to 8:30 pm - Techcelerate CSA drinks (probably closer to Euston/KingsX)

For the latter I would need at least 5 people confirmed in addition to me.

There’s no cost for either of them as people would need to pay for their own drinks

@Jason Breed would you be able to come? Can’t do 27th I’m afraid
Manoj Ranaweera
@Sunir Shah do you have a list of UK members or US companies with UK staff?
Manoj Ranaweera
Ah just noted that it clash with SaaS Connect! May be this can be considered as a fringe event
Sunir Shah
lol, no
Juan Degiovanni CEO Joule
Hi everyone! Is there antes latian América Saas company un the Group? Best. Juan
Sunir Shah
hey @Juan Degiovanni CEO Joule there definitely are. where are you based?
Sunir Shah
Good morning everyone. Happy Monday. One month to SaaS Connect.
Jake Wallace
Morning! Can't wait for SaaS Connect... you're right 4 weeks from now I'll be on the airplane heading west!
Jake Wallace
Does anyone else pay for LinkedIn? ($53/month) I used to be able to message people outside of my 'network' and now I can't. What am I paying for? I'm considering canceling... Please help me understand this charge. simple_smile
Manoj Ranaweera
Never paid for it. Once you have a certain profile, I find that you can connect with almost anyone as long as you don’t try to sell them straight away
Meghan Matheny
@Jake Wallace you should be able to see who’s looking at your profile as well, which can help with connecting
Jake Wallace
I feel that isn't worth $53 per month. I don't get that unless I pay?
Matt Irving
@Jake Wallace - Agreed. I cancelled and I am not really missing this. lol
Juan Degiovanni CEO Joule
@Sunir Shah thanks. We are based un Buenos Aires (Argentina) but opening office un San Francisco
Sunir Shah
@Jake Wallace I use it to sales prospect and also see who’s on my profile, but it’s expensive to keep for nothing. CSA member directory will be better value, I hope. simple_smile
Sunir Shah
breaking: ConnectWise acquired by PE firm (foor $1.5B estimated; $270M to employees)
Manoj Ranaweera
Great news
Dina Moskowitz
yup saw that
Sunir Shah
MINDBODY was acquired for $1.9B, December 24.
Sunir Shah
Yoga pants > pizza boxes.
Sunir Shah
Either way, I am either in the right business or the wrong business. I am not sure. simple_smile
Sunir Shah
Thoma Bravo is a great home for ConnectWise. They own a lot of IT related products
Sunir Shah
Barracuda, SolarWinds, etc.
Sunir Shah
Sounds like a good exit
Dina Moskowitz
it was time...makes sense
Dina Moskowitz
to their founders
Sunir Shah
ITGlue was acquired by Kaseya too recently
Sunir Shah
And Autotask by Datto
Sunir Shah
Interesting to see the roll ups
Sunir Shah
hey @Richard Bernstein welcome
Richard Bernstein
Thanks!
Sunir Shah
how’d you hear about the CSA?
Sunir Shah
Clari feels like magic
Richard Bernstein
thru jenna at partnerstack
Richard Bernstein
lol, it is magic
Sunir Shah
you’re bringing in external signals into the prediction matrix, aren’t you?
Sunir Shah
I talked to someone at Clari once
Richard Bernstein
ya, we bring sales, marketing and cs signals and opportunity data into our platform to enable more accurate pipeline management, forecasting, and productivuty
Sunir Shah
I am more of a panic until the quarter closes kind of person, but maybe I have it all wrong.
Sunir Shah
for some reason, a new quarter seems to start again the day after
Chris
Clari is awesome, used it at Unifi. @Richard Bernstein tell Shane Elliason I say hi
Richard Bernstein
will do chris!
Richard Bernstein
and @Sunir Shah, that is not an uncommon strategy. though not one i recommend for your personal health
Sunir Shah
@Richard Bernstein I agree. as someone organizing a conference, it is definitely not recommended for my health. But that’s why half the open bar belongs to me and me alone.
Sunir Shah
“Who is that roped off section for?” “Oh, it’s just for Sunir. Annual tradition”
Richard Bernstein
is that for your sanity or our safety?
Richard Bernstein
lol
Sunir Shah
one year they made a cake for me to make me feel better
Sunir Shah
as I kept saying it was like organizing a wedding except there is no cake
Dina Moskowitz
What’s your favorite cake flavor?
Sunir Shah
blackforest; then vanilla lemon
Manoj Ranaweera
@Sunir Shah doubt you have time but our London events are on 27th Feb and 26th Mar now.
Sunir Shah
hey @Sandeep Srinivasan great to have you here. simple_smile
Sunir Shah
I woke up today and realized it’s 4 weeks to SaaS Connect. If you haven’t bought your tickets, today is a good day. Every ticket that comes in encourages me to sell more. simple_smile

http://www.cloudsoftwareassociation.com/saas-connect
Jake Wallace
I'm really excited about this event. I'm already booking meetings. Those of you who are attending and want to book some time. DM me!
Sunir Shah
lol, maybe I should register
Sunir Shah
@here It’s 4 weeks to SaaS Connect. wow!

Can I ask you a favor? We have grown the association as volunteers for 10 years by inviting our partners. I could use your help expanding the network.

Can you post this on social media, please?

If there's one conference for #SaaS partnership leaders like me, it's #SaaSConnect. 

Come talk and close platform ecosystem, channel marketing, and marketplace deals. March 26-27, San Francisco. 


Thank you. simple_smile
Sunir Shah
Hey folks, I’m recruiting executive ahead of SaaS Connect.

If you’re keen to build a stronger partnership professional network, the CSA is an amazing way to get to know everyone in the industry.

Roles are simple.

1. Hosts for our Slack community. (scheduling AMAs, weekly QA, etc.) 2. Interview members for our blog + YouTube case study series. Record 15 minute video interviews asking members about their recent partnership experience. 3. Local meetups. We want to continue running local meetups.
Kevin Joyce
good morning Sunir. I am putting together a justification for us to send 2 people to your conference. This is for a client of mine who has a social media management tool that helps enterprises get a better return on the content they create to get engagement. They have been around for 2 years,, working platform and is unique in how it will automatically generate social posts for a piece of content ( audio or written) using an AI engine that determines the key words that are getting the most attention on the various social platforms. There are two reasons to attend. to gain clients. to meet potential partners who could integrate the technology into their solutions via API's. Founder needs an ROI to justify the investment. She (and being a woman is key here as she has had a lot of difficulty as a woman in tech) would also be interested in speaking about the challenges tech companies have in marketing their solution or women in tech and funding challenges. Would you be able to help me with the justification for us to attend?
Sunir Shah
There is a women in tech roundtable
Kevin Joyce
apologies I just realized this went to general
Sunir Shah
At lunch
Sunir Shah
@here just one more time, I’ll ask this favour.

We have grown the association as volunteers for 10 years by inviting our partners. I could use your help expanding the network.

Can you post this on social media, please?

If there's one conference for #SaaS partnership leaders like me, it's #SaaSConnect. 

Come talk and close platform ecosystem, channel marketing, and marketplace deals. March 26-27, San Francisco. 


Thank you. simple_smile
Jason Breed
I am looking for a tool to manage to-dos for each partner independently, then role those individual to-do’s into a master. would be great to have light project management features like due dates, assigning, etc. What does everyone else use here?
Sunir Shah
@Jason Breed I like Workflowy
Sunir Shah
But it is too simple perhaps
Jason Breed
thx @Sunir Shah. I’ll check it out. simple is not bad. I go for effectiveness.
David (Ledge) Ledgerwood
Maybe Asana using tags?
Jason Breed
@David (Ledge) Ledgerwood looking at Asana now. I forgot about that. could work pretty well too.
Dustin Avol
also check out Smartsheet wink
Sunir Shah
hey @Trevor Swan you’re at Sisense as well?
Sunir Shah
hey @Cameron MacQueen welcome. simple_smile
Cameron MacQueen
Thanks Sunir
Sunir Shah
Are you coming to SaaS Connect?
Cameron MacQueen
We have a conflicting event at the moment in Chicago, but I'm looking into it; the event looks great.
Sunir Shah
What’s happening in Chicago? I love Chicago.
Cameron MacQueen
We're cohosting Chicago eCommerce Day: https://bit.ly/2GNRHFi
Sunir Shah
oh nice. Doing this with Steve?
Sunir Shah
@here do you have 10 minutes? .

SaaS Capital is benchmarking the impact of channel on revenue. They will report back at SaaS Connect.

Why is this important? We all need this data to justify to the powers that be to invest more in our channel marketing teams.

Take the 10-minute survey https://www.surveymonkey.com/r/SC2019-CSA

All answers are COMPLETELY anonymous.
Jake Wallace
Happy Monday! Raise your hand (man-raising-handwoman-raising-hand ) if you're ready for spring after this latest round of snow! I'm looking forward to #saasconnect later this month!
Matt Irving
No snow in Austin but ready for Spring.
Jake Wallace
That's a city I keep saying I need to get too!
Sunir Shah
I have spent the same amount of time selling tickets as I have shovelling as I have calming my kids in the middle of the night. I am ready for a nap.
Jake Wallace
Ha.. I'm going through the same thing right now.
Sunir Shah
I tell myself we evolved to handle this; but I cannot imagine the natural selection pressure for conference organizing.
Sunir Shah
hey @Daniel Baquerizo welcome to the CSA!
Sunir Shah
glad to have you join us. Magaya is an Olark customer; I was CMO of Olark for nigh 5 years, so it’s a pleasure to see you.
Sunir Shah
@here REMINDER… do you have 10 minutes? .

SaaS Capital is benchmarking the impact of channel on revenue. They will report back at SaaS Connect.

Why is this important? We all need this data to justify to the powers that be to invest more in our channel marketing teams.

Take the 10-minute survey https://www.surveymonkey.com/r/SC2019-CSA

All answers are COMPLETELY anonymous.
Matt Irving
Hey CSA! Who's coming in town for SXSW?
Sunir Shah
vonage was thinking of going.
Sunir Shah
hey @Stefan Kollenberg welcome to the CSA!
Sunir Shah
@Stefan Kollenberg @Daniel Baquerizo I should have mentioned we keep a running list of intros in #intros
Sunir Shah
please introduce yourselves to the community
Sunir Shah
glad to have you both. simple_smile
Sunir Shah
@Stefan Kollenberg oh, you’re in Toronto as well.
Daniel Baquerizo
Thank you Sunir will do
Ramesh Jangid
hey guys, this is Ramesh from CallHippo. I have made a few changes in our product and processes when GDPR came. Now, I am looking for a Pro consultant who can audit things and help us.
Ramesh Jangid
Any suggestions??
Sunir Shah
@Ramesh Jangid from @Randy. Last year He suggested https://www.linkedin.com/in/bethsipula
Ramesh Jangid
Thanks Sunir simple_smile
Sunir Shah
I don’t have personal experience. Maybe someone else here has a consultant they firsthand would recommend?
Sunir Shah
3 weeks to SaaS Connect.
Sunir Shah
I’m starting the introductions between attendees
Sunir Shah
Today is a good day to register
Jake Wallace
Welcome those who are new! Please jump over to #intros and tell us a little bit about yourself!
Sunir Shah
If you’ve been wondering what I’ve been doing the last 2 days, see the latest newsletter. The things I do for y’all. simple_smile

I have a lot of expertise organized at SaaS Connect for all of us in partnerships.

https://mailchi.mp/cloudsoftwareassociation/expertise-at-saas-connect-2798977
Jake Wallace
Its a good one... nice job!
Sunir Shah
now I am going to start the introductions, then back to sales, and then make dinner for the kids
Jake Wallace
Don't forget to watch your Bravo shows then catch some zzz joy
Sunir Shah
Star Trek and Orville are on tonight
Sunir Shah
I was tempted to put GoT Season 8 premier on the #events board
Jake Wallace
ha
Jake Wallace
Those who have yet to buy tickets or at least committed to going should act soon. Its going to be a lot of fun! #saasconnect
Jamie Tharp
@channel Hi all! Can anyone recommend any particular events for ecommerce at SXSW?
Sunir Shah
Bigcommerce is in town. Do you know them?
Jamie Tharp
Hi Sunir! we do know Big Commerce and have reached out to them. Thank you!
Sunir Shah
They usually have a corporate retreat during Sxsw tho
Sunir Shah
Ordoro is a better bet
Sunir Shah
Do you know them?
Kasey Bayne (Pocketed)
@Jamie Tharp Tracey at Bigcommerce (who is awesome) shared this event: https://www.eventbrite.com/e/exclusive-sxsw-ecommerce-fireside-chat-tickets-58044664153
Jamie Tharp
Thank you @Kasey Bayne (Pocketed)!!!
Sunir Shah
what’s going on at IFTTT? Justin Wong, their BD guy left, new CEO replaces Linden (founder). Anyone have a connection with them?
Sunir Shah
datanyze acquired by zoominfo. interesting
Chris
that acquisition was a while ago - Zoominfo just got acquired themselves
Sunir Shah
Lol. I am out of date
Sunir Shah
Quite the little fish big fish roll up.
Chris
PE at work
Sunir Shah
One day I look forward to meeting with Vista and playing coy
Sunir Shah
2 weeks until SaaS Connect…
Sunir Shah
It’s the 10 year anniversary of the Cloud Software Association. Hard to believe, but here it is. I feel I should say something.
Ashley at Clearbit
Congratulations @Sunir Shah!!
Sunir Shah
Thank you!
Kasey Bayne (Pocketed)
Congrats @Sunir Shah!!
Sunir Shah
Thank you!
Alex Sirota
THUMBS UP!!!
Sunir Shah
It’s also the 30th anniversary of the World Wide Web and my son’s 5th birthday.
Sunir Shah
At least I’ll have cake today. cake
David (Ledge) Ledgerwood
tada
Sean Matthews
I second ^^
Sunir Shah
Hey @Jereme Holiman welcome! And to the others who just joined. We keep a rolling set of intros in #intros
Sunir Shah
@Gabe Caldwell I’m reading your big news today. https://www.formstack.com/blog/2019/formstack-unified-platform-vision/

You bought QuickTapSurvey? They were one of my clients. Funny
Alex Sirota
This September will be 10 years as a Formstack customers and partner.
Alex Sirota
Can't wait to see how they grow next!
Sunir Shah
It’s kind of crazy.
Alex Sirota
I love that WebMerge is going to be integrated into Formstack as an addon. It's a terrific combination. Chris is a visionary - https://www.formstack.com/blog/2019/formstack-future-vision/
Alex Sirota
At one point they focused on digital marketing agencies and I believe they are successfully pivoting straight into places like enterprise -- legal firms, health care, education. I can't wait to see how the product suite evolves.
Astha Gupta
Hi, I am coming to SaaS Connect. Looking to meet and learn!
Jereme Holiman
@Sunir Shah thanks! hello everyone!
Sunir Shah
Morning everyone! What’s everyone’s good news today?
Jenna Earnshaw
its +0 degrees in Toronto
Sunir Shah
Spoken like a true Torontonian
Sunir Shah
I had a rather wild day yesterday. Second worst thing that happened yesterday was a windshield wiper flew off our car while we were in the middle of northern Ontario, driving through the hail storm. Fortunately, I had spares in the trunk as an experience Canadian driver.
Tom Elliott
Could be 70 here tomorrow in NH!
Sarah Mouton
We are celebrating Pi-day at PieSync wink today
Sunir Shah
lol, perfect
Sunir Shah
@here reminder, prices go up *tomorrow* for SaaS Connect which is in less than 2 weeks. http://www.cloudsoftwareassociation.com/saas-connect
Sunir Shah
@here LAST CALL for advanced priced tickets to SaaS Connect. Prices go up $100 tonight. Less than 2 weeks to go. All the pre-conference stuff is happening right now. If you’re coming, now is a good time to register. simple_smile

http://www.cloudsoftwareassociation.com/saas-connect
Jake Wallace
This attendee list is _very_ impressive... I love the introduce feature! I've already got several meetings booked while in town!!! raised_hands
Emily Weiss
Hey @Jake Wallace! I am looking forward to seeing you at SAAS Connect simple_smile I am wondering how I can access the attendee list and introduce feature?
Jake Wallace
Same here! @Sunir Shah I don’t see thinkific on the list. @Emily Weiss, did you agree to share your contact info when booking a ticket?
Sunir Shah
@Emily Weiss you opted out and all the thinkific tickets are in your name. Either go into Eventbrite and change them or Email with names and titles of the other attendees or else they won’t get through security
Sunir Shah
Also their emails if they opt in as well. Once you opt in we will share the opt in list with you.
Emily Weiss
Oh no! I definitely want to opt-in. I will opt-in right away! Thanks for your help @Sunir Shah and @Jake Wallace simple_smile
Emory Sullivan
@Jake Wallace @Sunir Shah Hi guys - I opted in when purchasing my ticket but am not seeing this introduction feature. I'd love to participate! Any help?
Sunir Shah
I will send you the invite later tonight.
Sunir Shah
You’re registered as not Fluke by the way
Sunir Shah
Do you want me to fix your ticket? Just need Title, company?
Steven Chic
Hello!
Sunir Shah
I had an interesting question. How do partnership people prove ROI by going to conferences to marketing and sales bosses? So many of them are transaction oriented they don’t value relationship work.

I do have a measure for this but it is hard to keep up
Steven Chic
your right. it's apples and oranges. BD "sales cycles" are much longer than Sales people's "sale cycle". I have been fortunate that at LZ, we understand the difference and we value each other's process and missions.
Sunir Shah
I am also a quantity over quality partnership person so it is easy to measure small improvements in relationships because I use small digestible steps organized in repeatable programs to gradually improve a portfolio of relationships.
Dina Moskowitz
in regards to reseller partners its measurable based on how many net new partner prospects you bring back with you, knowing that a typical partner for your product would have appx X end clients at subscription prices of X/year for the LTV.
Sunir Shah
Right. Demand partnerships are easy to measure. It’s the adoption/retention ones that are the hard one
Sunir Shah
i.e. integrations
Sunir Shah
I think a lot of companies do integrations ‘reactively’ rather than ‘strategically’; basically as demanded by customers.
Sunir Shah
Not as a lever to build market share.
Chris Lucas
@Sunir Shah at one point I did an analysis on integrations and looked at usage and customers that came from all of them. I was able to put a round number to each of our integration partners and could prove ROI in some terms
François Grenier
interested to hear your thoughts about this… it’s ever a struggle to translate a hunch into hard data that can make product and engineering teams look at and say something else than “put it in the backlog, maybe next year” - mostly interested in what you expected, how you measured and which metrics tip the scale for your teams
Sunir Shah
I think the metrics are not aligned. Product teams focus on responding to customer demand. Marketing and sales focus on direct revenue. Partnerships are about market alignment and power.
Sunir Shah
You can generate revenue from partnerships, you can respond to customer demand
Sunir Shah
That isn’t strategic thinking. It isn’t a differentiator. You can’t move the market.
Sunir Shah
all your competitors will be there too
Sunir Shah
I think of the platform as a true feature. If your integration story isn’t something your customers get excited about buying, you’re doing it wrong…
Sunir Shah
hey @Cooper Harris welcome!
Sunir Shah
@here I finally wrote my thoughts about the CSA turning 10 years. It took 7 tries actually. Thank you all for helping build this great organization.

https://mailchi.mp/cloudsoftwareassociation/10-years-2799021
Brian Walsh
Great piece
Sunir Shah
thank you so much.
Andrew Gay
@here Anybody have any recommendations for how to solve for O365/Google Calendar syncs? We've already looked at Nylas and Cronofy.
Sean Matthews
What’s the knock on those two?
Sean Matthews
(Can ping a few others we know who’ve been looking at it and see what they’ve come back to. Also, I like TimeHero’s calendar sync. A few others who may be able to share their insight)
Scott Brooks
Yes sir
Nicolas Grenié
Cronofy would have been my goto solution
Steve Deckert
Has anyone used a third party to integrate their SaaS app into another platform? Looking for advice on branding, commercial agreement models, support models, etc.
Cristina Flaschen
If you’re talking about using an integration platform, that is the world I’ve lived and breathed for the last 10 years. Happy to chat about it! I’ll shoot you a DM
Kyle Spencer
We use middleware to integrate our POS/sales data into accounting softwares. But it sounds like Cristina is an expert.
Steve Deckert
thumbsup I'm actually trying to avoid middleware here, but appreciate the help!
Tom Elliott
@Steve Deckert I think you’re asking about third party contractors building direct integrations- am I understanding your question?
Steve Deckert
Yep you're correct @Tom Elliott!
Cristina Flaschen
@Steve Deckert curious about why you want to avoid “middleware”
Tom Elliott
@Steve Deckert My company specializes in building connectors and marketplace apps for SaaS companies. https://lefthookdigital.com/saas/ We’ve built for about 40 different SaaS companies over the past two years. We’ve seen/experienced a ton of models, as you might imagine simple_smile
Sunir Shah
@Steve Deckert it’s a wild west
Jake Wallace
Oh yes it is.. happy to chat @Steve Deckert will you be at SaaS Connect?
Steve Deckert
Yep! Mind if I pick your brain on this in SF next week?
Jake Wallace
Let’s do it. Shoot me a note and we’ll connect.
Sunir Shah
I’m getting excited for my keynote. I finally gave it a title. “The toughest negotiators I ever faced and why they won”.
Sunir Shah
You’ll never guess who!
Sarah Mouton
your children? smile
Sunir Shah
lol. Hopefully it will be an entertaining keynote.
Sarah Mouton
:+1:
Dina Moskowitz
looking forward to hearing that one.
Mark Holder
Anyone have good resource(s) for standard reseller/referral agreement? looking to formalize our program, this is a current gap. cc/ @Grant Jurgeneit
Mark Holder
Thanks Jenna!
Sarah Mouton
@Aron Gosselin @Frans Leys might be interesting to take a look at?
Matt Scoble
@Mark Holder You can also find the Avalara referral agreements online at: https://www.avalara.com/content/dam/avalara/public/documents/pdf/partners/US-Referral-Agreement.pdf?type=2
Greg Reffner
@Mark Holder
Mark Holder
This is great, thanks Greg!
Calvin Chen
Hi all, new to this association, unfortunately not able to make it to SaaS Connect this year, but looking forward to connecting with any of you outside of that - looking for guidance and mentorship opportunities. Please DM me directly if this something you'd be interested in chatting about.
Calvin Chen
And thanks .. @Jake Wallace for redirecting me to this channel!
Sunir Shah
Hey @Calvin Chen great to meet you
Sunir Shah
We have a mentor network you can tap into http://www.cloudsoftwareassociation.com/advisors
Calvin Chen
Yes I think I've already either LI or emailed peeps of interest wink
Sunir Shah
@Calvin Chen what’s your role at Hootsuite?
Calvin Chen
Technical Partner Manager; working with partners to expand our core product capabilities, including strategic partners like Adobe, and SI/developers to help develop our integrations
Sunir Shah
Oh, nice. I take it you’re in Vancouver?
Sunir Shah
Do you know @Tyrone Lingley?
Calvin Chen
Yes I am
Calvin Chen
No I don't
Kasey Bayne (Pocketed)
We've got a #vancouver room too, @Calvin Chen!
Sunir Shah
The #vancouver folks organize meetups every so often; probably again after SaaS Connect. Also we’ll be doing something at Collision if you’re coming to Toronto
Calvin Chen
Awesome thanks all! Also thanks @Sean Matthews for initially bringing this group up during our business meeting!
Jake Wallace
Welcome everyone who has joined! Please use the #intros channel to tell a little bit about yourself! Also, will you be joining us for #saasconnect next week?
Sunir Shah
hey @Justin Eddy! glad to have you join. simple_smile
Justin Eddy
thanks @Sunir Shah great to be here!
Sunir Shah
@channel LAST CALL for SaaS Connect, the conference by and for this community of SaaS partnership execs. It’s next week Tuesday and Wednesday. 200 partner teams will be there.

Join the #saasconnect channel and follow #saasconnect on Twitter and LinkedIn to stay connected during the event.

http://www.cloudsoftwareassociation.com/saas-connect
Jamie Tharp
Looking forward to seeing everyone at #saasconnect!
Sunir Shah
@Evan Radisic re your request meet @Justin Eddy
Sunir Shah
Can help get your stuff spun up
Justin Eddy
hi @Evan Radisic wave happy to chat!
Yossi Mlynsky
Getting all setup for SAAS Connect - what a killer agenda. Can’t wait!!
Anthony Codispoti
Looking for a merchant account provider that is ok with free trials for SaaS companies. Any recommendations?
Sunir Shah
Do you need one merchant account for you or a provider of merchant accounts for your customers?
Anthony Codispoti
One for me @Sunir Shah
Yossi Mlynsky
Hey @Anthony Codispoti - why not just stick with Stripe? Seems you can do a free trial with them https://stripe.com/docs/billing/subscriptions/trials
Anthony Codispoti
Will check them out. Thanks @Yossi Mlynsky simple_smile
Vishal
Hello, do we have a presence of any SaaS product in real estate industry in our group?
GJ - Apideck
@Sigrid Viaene from SweepBright
Vishal
thank you for the connect simple_smile Hi @Sigrid Viaene sending a DM
Sunir Shah
Just landed at SFO!
Jason Breed
@Vishal - not in our thread (yet) but I have worked quite a bit with Testimonial Tree - they serve the real estate space pretty extensively. Can intro you to Jason Dolle, CEO if interested
Vishal
Thank you @Jason Breed that will be great
Bradley Blinn
If I may, I’d also like to speak with Testimonial Tree. Digital rewards and incentives are a great overlay to Satisfaction Surveys offered by Testimonial Tree. @Jason Breed if you could facilitate an intro when it makes sense that would be great. Out of respect to Vishal, I want to make sure he goes first. :)
Sunir Shah
@Anthony Codispoti would you like a direct connection with First Data?
Sunir Shah
they can help out
Sunir Shah
I can intro you to them.
Dominic Mendiola
Looking forward to meeting our fellow CSA folks at the Nexmo meetup later today. If you haven't registered ..its here - https://info.nexmo.com/NexmoConnectSocial-SF_Reg.html - See ya there!
Asaf Fradkin
Hi @here Glad to join! (Asaf Fradkin from monday.com)
Jake Wallace
Welcome @Asaf Fradkin! Head over to #intros and tell us a little bit about yourself.
Sunir Shah
Hey @Asaf Fradkin glad to have you here!
Sunir Shah
@Asaf Fradkin The #europe channel is working on getting an EMEA CSA org up and running if you want to join them
George Kyriakis
@here anyone know if there's breakfast on day 1?
Jake Wallace
Welcome those who are new to the community! Please head over to our #intros channel and tell us a little bit about yourself. Also, if you're at #saasconnect join us there!
George Kyriakis
Excellent conference all. It was great meeting many new ppl. @Sunir Shah once again great job putting this together. Thank you!
Sunir Shah
Morning everyone. :)
Matt Irving
Heard great things about SaaS Connect from our colleagues. Bummed to miss this year. Were any sessions recorded for those who couldn't make it?
Sunir Shah
Hopefully faster than last year
Matt Irving
Awesome!
Kalon Welch
Great event, Sunir and team, thanks!
Sunir Shah
After a red eye home last night, a nap, and onwards with next steps.
Jake Wallace
Welcome those who are new to the community! Please head over to our #intros channel and tell us a little bit about yourself.
Sunir Shah
Hey folks, I could use a minute of your time. I’m booking SaaS Connect 2020 and I want to avoid scheduling during other conferences our members MUST go to.

Can you please doublecheck and add any major conferences missing from this list please?

https://docs.google.com/spreadsheets/d/1-gD6RBYEhzaqCD9rpr_sezYftsYZVflO1ddc4iuGvsA/edit#gid=0
Geoff Keast
@here does anyone have a good recommendation on recruiters that are experienced hiring channel and partnership managers? I'd rather get a solid recommendation than go out blind into the recruiting world.....
Sunir Shah
@Geoff Keast I’m trying to find one as well to facilitate our reverse job board http://www.cloudsoftwareassociation.com/job
Sunir Shah
let me know if you find one
Geoff Keast
@Sunir Shah - I shall do that.
Geoff Keast
Seems like a gap in the market a good recruiter could fill.....
Rob Spee
This year was my first time attending SaaS Connect and I have to say it was awesome. In case you didn’t make it, here are my takeaways from the conference. https://www.channelpartnersonline.com/blog/4-saas-channel-takeaways-from-saas-connect/ Hope to see you next year!
Adriana Scalora
Love your podcasts, Rob!
Sunir Shah
Morning folks!
Sunir Shah
And afternoon as well.
Jake Wallace
Good afternoon, everyone! I just wanted to take a minute to announce that @Jenna Earnshaw, Business Development at PartnerStack has joined the CSA team as our VP of Community! (http://www.cloudsoftwareassociation.com/about/) Jenna will be heading up our Resource page (think agreements, co selling/co marketing ideas & more) as well as lead our community engagement here in Slack! Please give Jenna a warm welcome when you get a chance! clap
Jenna Earnshaw
Thanks Jake! Really excited for this
Tyrone Lingley
Welcome! Welcome!
Arpit Choudhury
Great to hear! Welcome @Jenna Earnshaw! Hope to see more engaging discussions here! beers
Jenna Earnshaw
Thanks @Arpit Choudhury really happy to be here!
Sunir Shah
hey @Ronen Vengosh welcome!
Sunir Shah
and @Aviram Barfi welcome as well!
Eric Harrington
Wanted to pass along a very good exec recruiter. We’ve used Taylor to hire some of our C’s and VPs. Taylor Somerville Managing Director Savage Partners, LLC (m)
Scott D Epter
Opportunity for Channel Manager in NYC. Looks like a great company:

https://montoux-limited.workable.com/j/60A670ED6F?viewed=true
Heath Allen
Hello @here We're rapidly expanding our strategic partnerships team here at Indeed.com and are looking to bring on a Partner Operations Manager to help us scale this program. Position can be located in Austin or San Francisco. Those in SF get the added bonus of working with me every day! If we've worked together and you're interested or you have a great referral for the role, let me know or hit up the link below. https://www.indeed.jobs/career/JobDetail/Partner-Operations-Manager/16663
Sunir Shah
@Heath Allen if you canpost it on http://www.cloudsoftwareassociation.com/jobs we will also push it into the newsletter for you.
Heath Allen
Done. Logo looked a little wonky in the preview. I assume it was just a formatting issue in the preview pane, but if I need to provide a different size or format please let me know.
Sunir Shah
ok, I’ll post it shortly
Sunir Shah
Videos are in from SaaS Connect. I’m parsing through them now
Jamie Tharp
Thanks for helping with this, @Sunir Shah!
Sunir Shah
I know I’ve been quiet but I have a lot of action items from the conference. simple_smile
Jamie Tharp
figured your follow up was probably a lot of work
Sunir Shah
I also am apparently CEO of a startup that needs me to do things like sell and work and lead and things
Jamie Tharp
So unreasonable.
Sunir Shah
it is.
Sunir Shah
I told the kids to take care of themselves and have a good life.
Ronen Vengosh
@Sunir Shah excited to join the forum.
Sunir Shah
Welcome folks
Sunir Shah
make sure to intro yourselves in #intros
Sunir Shah
RAPID SURVEY. We’re building up a new team to run this Slack community, led by @Jenna Earnshaw from PartnerStack, our new VP, Community.

If you’re in other online communities (Slack or otherwise), what have been your favourite practices that made the community useful to you? (e.g. Ask Me Anything events, job listings, etc.)
David (Ledge) Ledgerwood
I'm in a DevRel community that has the "social hammer" channel. Members post tweets, etc. and ask for RTs to help the lift. It's super helpful.
David (Ledge) Ledgerwood
Also, "review-my-anything" channel for CFPs, proposals, pitches...
Sunir Shah
The social hammer is interesting
Bob Moore
It would be great to have a place to post my blog posts or other work we’ve done without feeling like I might be spamming. I feel like I’m really careful to not be overly self-promotional here because that’s not really the vibe, but it probably results in me sharing less of the research, musings, release announcements, etc that I might otherwise share.
Sunir Shah
we do have #reads
Sunir Shah
usually better to post other people’s stuff there though
Sunir Shah
but the CSA does want to organize everyone’s thoughts on partnerships
Sunir Shah
I’d like to invite people to post all relevant material. I mean, a Reddit-like service would be good
David (Ledge) Ledgerwood
Most of the communities I'm in have #shameless-plug for posting your own stuff.
Sunir Shah
yes, I’ve seen that
Sunir Shah
interesting idea
Bob Moore
haha yeah that might do it
Bob Moore
social hammer would serve a similar purpose I guess, with the added benefit of upvotes
Tori Barlow
Hey everyone, we're talking with Gainsight on how to use data to define a partner channel upsell strategy. If you want to hear and ask questions, join our webinar on April 30 at 11a PST|2p EST. https://zoom.us/webinar/register/7015555264511/WN_9OE__uhdRay6aWplomCiDA
Steve Pereira
Hi Team! Found via one of @Sunir Shah's excellent comments on Reddit! I'm a DevOps nerd, my bio's at stevepereira.ca
Chris Lucas
Just a reminder, that BLASTmedia (PR partner for CSA) posts PR opportunities in the #pr slack channel
Sunir Shah
hey @Steve Pereira welcome!
Sunir Shah
Hey everyone; I hope you enjoyed your long weekends
Kasey Bayne (Pocketed)
All the chocolate over here, no complaints rabbit2
Sunir Shah
my eldest asked over and over again why the Easter Bunny didn’t come despite 3 or 4 egg hunts
Sunir Shah
we made the mistake of not doing a “Oh, the Easter Bunny” came show for her… so my wife let the big secret out
Sunir Shah
meanwhile, they have so much chocolate from the multiple hunts
Matt Irving
Does anyone have a good Executive Coach with experience in Channel?
Matt Irving
Would love to hear where this has gone well for folks and where it has gone poorly.
Sunir Shah
@Matt Irving there are some channel consultants around the association if you're interested in that
Matt Irving
My idea is more around Coaching for building larger programs at scale. More like a mentor for sounding board and growing skillset.
Sunir Shah
@Matt Irving I think Nate Gilmore may be available for something like that
Sunir Shah
do you know him?
Sunir Shah
also Daniel Stevenson
Matt Irving
I don't. I'll reach out. Thanks, Sunir!
Kevin Brown
Hi @Matt Irving - not sure if this is up his alley but might check in w @Rob Spee if hes not the guy he might have some good advice. I'd be interested to know your findings overall. Cheers
Jenna Earnshaw
@here We (the Cloud Software Association) are putting together a resource hub to make it easier for you to find and discover partnership resources like partner marketing strategies, contract templates etc simple_smile ---> If you have content related to this that you'd be open to sharing (templates, partner marketing resources, best practices etc) please send me a DM or post in this thread so we can include them!
Jake Wallace
Two fellow CSA Members hangin’ out in Philly today! We’re also headed to the Phillies game tonight!
Jake Wallace
Here we are at the Phillies game!
Jake Wallace
@Tyrone Lingley ^
Jake Wallace
Help: Who is the partnership person at facebook/instagram that I should know?
Sunir Shah
there are like 100 people
Sunir Shah
what part of facebook exactly? or instagram?
Jake Wallace
anyone!!!
Sunir Shah
you’re killing me
Jake Wallace
I just need to get in there...
Sunir Shah
lol. are you locked out and being chased by a coyote?
Jake Wallace
a t rex!!!
Sunir Shah
I’m traumatized
Jake Wallace
lol
Sunir Shah
I’m north of the border now.
Sunir Shah
Safe and sound.
Jake Wallace
no seriously... I guess in the Martech space?
Sunir Shah
not specific enough
Sunir Shah
Facebook is a marketing platform
Jake Wallace
oy vey
Sunir Shah
Facebook Pages, Facebook Ads, Instagram ads?
Sunir Shah
this is why I am going to start charging membership fees for these questions
Jake Wallace
They have a partners program...
Jake Wallace
whoa
Jake Wallace
I'll just expense it simple_smile
Allyson Johnson
joy Chased by a t-rex
Sunir Shah
Instagram “partners” are their influencer marketing team
Sunir Shah
the #breaktheinternet people
Sunir Shah
don’t google that
Sunir Shah
and definitely don’t bing it
Aaron Hayes-Roth
My advice: go to f8 next week. Hit the booth of the API you want access to. Buy me a beers
Tyrone Lingley
@here following up on @Jenna Earnshaw's partner resource initiative, is there interest in participating in a survey to produce a State of SaaS Partnerships Report? Things like: -What partnership initiatives are you investing in this year? -What size of budget is your co. allocating to partnerships this year? -What are the top KPIs you're looking at this year? -What tools or services are you investing in? -What's are your major challenges? -Most effective partner channels? -What % of total revenue did partnerships account for last year?
Matt Irving
Happy Weekend All! If I had some space for a meeting, who would be up for a CSA Austin Meet Up?
Matt Irving
I would love to meet local folks and help make connections.
Bradley Blinn
@Sunir Shah - food for thought: With many many people joining Slack, it would be GREAT if there was a centralized resource that enabled everyone to see the companies and industries represented. (similar in concept to the excel file you posted that listed all the upcoming events). For example, I would love to find a way to browse a list of martech companies that I think are relevant to Rybbon. Right now, there really isn't a methodical way to do that (to my knowledge). If I could see all the applicable companies and then have the ability to reach out to the CSA representative, that would be great. Make sense?
Sunir Shah
I agree. I have been working on a member directory since SaaS Connect. I am 90% resigned to the fact I have to code it myself. But if you know of any good directory software I’d like to know.
Jenna Earnshaw
gonna take a look later today
Sunir Shah
It is priority number 1 for this year to get that done
Jake Wallace
On that same vain, I would ask that everyone update their Slack Profile w/ their company name & title. Our new Slack welcome bot asks this for new members who now join.
Sunir Shah
@here will you or your team be in town for Collision? The CSA + PartnerStack are organizing a cocktail hour Wednesday night on the Esplanade, near the Collision pub night. Would you be interested in chipping in and splitting costs?

We can do it fairly cost-effectively. We can keep costs <$2k or even around $1k if we have enough people splitting. If you chip-in, you’ll get the full list of attendees, branding, etc. It’s a cost effective way to generate leads during Collision.
Jenna Earnshaw
(by in town, we mean Toronto) haha
Dominic Mendiola
Hola @Sunir Shah and @Jenna Earnshaw....Several of us from Chargify will be at Collision and will be a sponsor set up in the hall. I'll see what we can do to chip in for the Cocktail hour and will hit ya'll up direct after i have a chance to discuss internally. Thanks as always for organizing ways for all of us to meet!
Sunir Shah
nice
Bob Moore
Crossbeam will be at Collision!
Sunir Shah
And an update: I started uploading the videos from saas connect to youtube.
Sunir Shah
They aren’t published yet, but making progress
Sunir Shah
that was quick, lol.
Anna Lazar
Quick question for y'all- How have you developed technical competencies and/or sales enablement skills within your partners? Has anyone here bought an LMS for partner onboarding/training?
Jenna Earnshaw
Training and enablement is key for a successful program and an LMS can allow you to automate much of the partner onboarding experience (or PRM with LMS or LMS integrations).

I'll send over some resources on developing sales enablement with partners
Matt Irving
@Jenna Earnshaw - Would love to see this too. We're in the midst of building this out as well.
Rob Balasabas at TubeBuddy
Thanks @Sunir Shah for mentioning Thinkific.

@Jenna Earnshaw @Matt Irving we have a number of saas companies using our platform for onboarding/training for both customers and employees. (ie. Hootsuite, etc)

Here's a video from a recent Customer Success Workshop that we held at our office with Hootsuite, Gainsight, and Digital Republic:

https://youtu.be/gWgi-Gd0K50

You can also connect with @Adam Jones or @Paddy McGill on our team if you have specific questions or if you'd like to chat more offiline.
Anna Lazar
@Rob Balasabas at TubeBuddy Love to learn a bit more about thinkific - do you have any collateral I can check out that isn't an hour long?
Rob Balasabas at TubeBuddy
Hey @Anna Lazar simple_smile That's fair lol. You can check out the quick video here on top of our Resource page, it's about 11 mins long. But gives you a pretty in-depth look at the platform.

https://www.thinkific.com/resources/
Rob Balasabas at TubeBuddy
@Anna Lazar any specific questions though, we're happy to help or hop on a call. Meet @Adam Jones @Brian Kingston and @Pauly Dymel on our team simple_smile
Anna Lazar
That would be great. Is anyone from your team free at 1:30PST?
Matt Irving
This is cool. We'll check it out @Rob Balasabas at TubeBuddy
Rob Balasabas at TubeBuddy
Hi @Anna Lazar - let me check with @Adam Jones @Brian Kingston or @Pauly Dymel for 130pm PST tomorrow (Tue May 7th)
Rob Balasabas at TubeBuddy
@Matt Irving - sounds good, let us know if there's anything we can help with simple_smile
Brian Kingston
Hey @Anna Lazar! Speak with you at 1:30pm PST today simple_smile
Sunir Shah
This category is called Partner Relationship Management (PRM). PartnerStack, Allbound, Impartner, Impact.com Influitive are the usual suspects. I’ll let the rest of the folks argue about which one is the most awesome.
Sunir Shah
Thinkific is also a reasonable option if you’re looking for a true LMS
Sunir Shah
hey @Barg long-time!
Rob Spee
Hi all! @Sunir Shah may be too humble to toot his own horn, but he provided a ton of thoughtful insight, including 5 reasons why SaaS Channels are key to SaaS growth, in this new podcast https://robspee.com/sunir-shah-saas-channels-cj18/
George Kyriakis
thx for sharing Rob
Sunir Shah
@Rob Spee I’m hardly humble! Thanks for tooting my horn before I got to it. simple_smile
Chris
Thought I'd ask this group - what are people using for subscription billing these days and how happy are you? My company is thinking of making a change... For what it's worth we're more of a device business (with a subscription element) than "SaaS" so we need something that can track subscriptions to individual devices - which our current provider apparently can't do
Jake Wallace
https://www.chargebee.com/ and they are members of this community as well...
Chris
Cool thanks!
Sunir Shah
@here We’re doing an Ask Me Anything with Kevin Raheja, @Kevin Raheja (Typeform) on Thursday, May 16 at 10am ET.

Add a reminder to your calendar https://www.addevent.com/event/iD3414299

Kevin has an extensive background in partnerships. Before building and running the Hubspot integration ecosystem, he ran partnerships at LeadPages, successfully scaling an affiliate channel, and strategic partnerships at GroupOn where he managed major brand partnerships with consumer heavyweights Uber, Delta and Whole Foods.
Sunir Shah
hey @Ginny Tonkin (Instapage) glad you can join us! Instapage has an awesome set of partner programs. What side of the ecosystem are you on? Tech or agency?
Jenna Earnshaw
@here the CSA is buying cocktails for SaaS partnership leaders while we're in #toronto for #Collision on Weds May 22nd. Join us! https://www.eventbrite.com/e/saas-connect-cocktails-in-toronto-during-collision-tickets-61280266928?aff=slack
Ginny Tonkin (Instapage)
Hi @Sunir Shah! And thank you! I'm focused on technology partnerships with Instapage (as you mentioned!). Looking forward to getting to know everyone tada My door is always open sunglasses
James Davis (Dispersion IQ)
Have used Instapage with a few clients and love what you guys are doing
Ginny Tonkin (Instapage)
That's what we like to hear! Thanks for the shoutout James!
Rob Balasabas at TubeBuddy
Hey Ginny, good to have you here. Welcome!
Alex Bevilacqua
Welcome!
David (Ledge) Ledgerwood
Good morning all. I'm interested in interviewing the CTO of Stripe, David Singleton, on our podcast. I wondered if anyone had a warm connection for me for an intro. I haven't had success with my outreach just yet. Thank you!
Jenna Earnshaw
@here Reminder - We’re doing an Ask Me Anything with Kevin Raheja, @Kevin Raheja (Typeform) on Thursday, May 16 at 10 PT/1 ET right here in Slack!

Add a reminder to your calendar https://www.addevent.com/event/iD3414299

Kevin has an extensive background in partnerships. Before building and running the Hubspot integration ecosystem, he ran partnerships at LeadPages, successfully scaling an affiliate channel, and strategic partnerships at GroupOn where he managed major brand partnerships with consumer heavyweights Uber, Delta and Whole Foods.
Tom Newton
I wanted to say hello as we are part of the CSA.

2019 is the YEAR of Channel Enablement. Therefore we want to help by providing our training course that provides Sales Enablement Officers with the 3 things all Partner Co-Sell Programs must get right in order to scale Revenues. If Channel Enablement has you bogged down and Account Mapping, Lead Flow and Sales Rep Engagement are not providing you with the revenue you need and are consuming your managers time, this Strategic Path will provide you the results you need. We break it down for you here. http://go.peer2peerpartners.com.pages.services/Training-Program-Landing-Page/
Jenna Earnshaw
Hey @Tom Newton thanks for sharing! Do you have information on when the program starts? costing? timing etc?
Tom Newton
Thanks Jenna, it’s all in the link which goes to a landing page, from there, there are a couple of links to the video which provides a full course review. He is a short cut to the video https://vimeo.com/334498307?utm_source=email&utm_medium=vimeo-cliptranscode-201504&utm_campaign=29220 The course starts June 4, runs 9 sessions and costs $3,000 Hope that helps Tom
Sunir Shah
@here Hey Everyone, just a reminder that Kevin Raheja, Director of Business Development, Hubspot will be doing an AMA here in Slack on Thursday at 10am PT / 1pm ET.

Add to your calendar. http://evt.to/guauessw
Jake Wallace
can't wait!
Sunir Shah
Also in good news, videos are up in YouTube.
Sunir Shah
We’re adding all the meta information so we can publish them
Steve Deckert
eyes
Sunir Shah
nearly there. simple_smile
Steve Deckert
raised_handsraised_hands
Sunir Shah
And by that I mean we are applying the Snapchat dogface filter to every video to be hip and cool with the kids.
Sunir Shah
I was going through the Collision Twitter history , and I literally saw a journalist post a video from 2017 about interviewing a governor with the dogface filter turned on.
Sunir Shah
I am shocked that I am still shockable.
Jenna Earnshaw
@here reminder! Kevin Raheja, Director of Strategic Partnerships, Hubspot will be doing an AMA here in Slack today at 10am PT / 1pm ET - perfect opportunity to ask about how they have grow and worked with partners
Sunir Shah
@here We’ll be hosting Kevin Raheja (@Kevin Raheja (Typeform)) here at 10am PT / 1pm ET for an “Ask Me Anything.”

Start asking questions here. Please do join in and answer other people’s questions! But use Slack’s reply feature to comment so we can keep the threads together.

About Kevin Before building and running the Hubspot integration ecosystem, Kevin ran partnerships at LeadPages, successfully scaling an affiliate channel, and strategic partnerships at GroupOn where he managed major brand partnerships with consumer heavyweights Uber, Delta and Whole Foods.

https://www.linkedin.com/in/kevinraheja/
Sunir Shah
@Kevin Raheja (Typeform) Something I’ve been dying to know for years… how exactly do you pronounce your last name correctly? simple_smile
Kevin Raheja (Typeform)
Haha. It's phonetical. Ra-Hay-Jah blush. Hard "J". Not silent.

Looking forward to the AMA...
Jake Wallace
@Kevin Raheja (Typeform) What does Hubspot look for in an integration partner?
Kevin Raheja (Typeform)
Thanks @Jake Wallace- The best indicator of an integration partnership in my experience is typically- are we focused on the same customer persona. If you're company is SMB focused and the partner is entirely focused on fortune 500s, the partnership is going to be much more challenging to scale. So, are we focused on a similar customer/user persona, and do we share customers today and how many. I like to quantify the existing customer overlap and the whitespace opportunity with each partner.
Jake Wallace
Great insight. A lot of what I look for in a great partnership is around the same ideas. Using a tool like Crossbeam could help gain greater insight as well in identifying those partnerships. Thanks Kevin!
Jake Wallace
Also @Kevin Raheja (Typeform) how is the Hubspot partnership org setup there? Meaning is it you and do you have anyone under you?
Kevin Raheja (Typeform)
Good question, Jake- we have a unique org structure at HubSpot for BD, because we look at Platform as a core product of ours. When I started at HubSpot, I rolled up and reported to our Chief Strategy Officer, but now I'm technically on the product team because the core of my work these days is platform partnerships and BD. I also work closely with the strategy team on things like M&A and HubSpot Ventures, as a lot of these things are connected at HubSpot.
Jake Wallace
Exciting. I started on the Product team and have recently moved the partnership team to the sales team. A lot of our co marketing activity results in lead gen for our sales team members to close monthly. Good stuff!!
Tyrone Lingley
Super excited for this AMA, thanks for your time today Kevin @Kevin Raheja (Typeform) pray. Question: can you walk us through all of the tools you use on a daily basis pertaining to partnerships. Ex. CRM, note taking, data analysis, partner platforms, efficiency tools etc.
Kevin Raheja (Typeform)
Hi Tyrone, thanks for your question. Yes, we use a lot of different software at HubSpot. We use the HubSpot CRM (of course) on my team to manage partnership pipeline and notes. We use Looker for some of the attribution things, like user installs with partners. We're heavy consumers of Slack and G-suite. A few folks in our team use Trello for projects. We just started using Brella.io for event networking for our Partner Day and INBOUND events. We use Blissfully to better understand tech stacks (we also just invested in Blissfully). https://medium.com/@HubSpot/introducing-hubspot-ventures-56b8fd040e3
Kevin Raheja (Typeform)
We use a ton of software at HubSpot. Let me know if you have any additional questions on that!
Kapil Gupta
what tools do you use to manage partner onboarding and integration processes?
Jenna Earnshaw
^ seconded!
David (Ledge) Ledgerwood
@Kevin Raheja (Typeform) I work a lot with DevRel and Tech Advocate teams, many of whom are keen to understand the needs of partners, especially around APIs. What's the ideal process to tie together these functions with partnerships? I tend to find they "live" under different areas of the company like Marketing, Engineering, Customer Success, etc. Thanks!
Kevin Raheja (Typeform)
Hi David, Elizabeth Ruscitto manages our dev advocacy program. She'd be the best person to connect with. This is a great question, but Elizabeth will have a home run answer. Happy to connect you to her if you wish.
David (Ledge) Ledgerwood
I'd love that, thank you. is my email.
David (Ledge) Ledgerwood
@Kevin Raheja (Typeform) ^ since you said to @ you. simple_smile
Gabe Caldwell
@Kevin Raheja (Typeform) Partner attribution can be tough to measure for our referring and reselling partners due to a lower priced product.

What tactics methods does Hubspot use to increase accuracy of partner attribution?
Kevin Raheja (Typeform)
Thanks, Gabe. This is one of the biggest challenges with BD today, particularly on the platform side, e.g. where was the origination of this installation. We're getting better at this, Looker has been helpful, but it's still hard to definitively track attribution. What we know is that if we can get our customers to connect their tools together, we see higher customer NPS, and as a side bonus for us and the ISV (software partner), we see higher LTV and retention of that customer. We can measure all this, and even correlate MRR with each install. So, at HubSpot our KPIs with partners is to make sure the integration is well built and the customer is happy, and that we see a month over month increase in installs. Until we get better at attributing where the user originates from, this is the most reliable data we have.
Steven Larsen
@Kevin Raheja (Typeform) looking at NPS score, churn rate/LTV, integration attach rate and "influenced revenue" call it are the top KPIs I measured at Xero, and now at Sisense.
Gabe Caldwell
@Kevin Raheja (Typeform) Thanks for the feedback!
Robert Rand
@Kevin Raheja (Typeform) Does your team monitor and manage partner integrations? Do you set standards and requirements for best-practices and upkeep of integrations? or is that completely the responsibility of the integration partner?
Kevin Raheja (Typeform)
We do give reports to our partners on growth metrics, yes. We want to be as transparent with the data we have as possible so that HubSpot and our ISV partners can grow together and serve our customers.
Steven Larsen
Do you send surveys or allow users to write reviews on your app / integration marketplace (though I forget...do you have a marketplace?)
Jenna Ochoa
@Kevin Raheja (Typeform) what tactics or strategies have you found effective to keep partners engaged with your product/program?
Kevin Raheja (Typeform)
Great question, @Jenna Ochoa! It's really important to build trust and transparency. If you can just build great relationships and listen to feedback and iterate when you can, you'll be laying the groundwork for a really successful program with engaged partners. As a startup, you can't have the best program that addresses all the marketing and distribution needs of every partner, but you can engage them by providing exceptional "partner service," and over time incorporating their feedback. This is something that I'm proud we've maintained at HubSpot as we scaled and continuously evolve and improve.
Himali from Miro
@Kevin Raheja (Typeform) Have you "fired" a partner? What's a fireable offense?

and similarly... When do you disqualify a partner? What are the risks of not selecting them?
Kevin Raheja (Typeform)
Hi @Himali from Miro, we definitely keep an open line of communication with our partners and if there's anything that needs to be addressed we try to do that with transparency and with a solution in mind to improve it. SOme things that have lead us to this point have been GDPR compliance issues (we take this seriously), necessary API updates that go unaddressed (i.e. Oauth/security requirements)... but this happens extremely rarely and we have excellent communication with our partner ecosystem.
Sophia Sithole
@Kevin Raheja (Typeform) What are some of the reoccurring issues that pop up when you're pitching to new strategic partners?
Kevin Raheja (Typeform)
Hi @Sophia Sithole, the thing that probably comes up the most is who's going to build and support the integration. We've had to get better at creating valuable distribution programs and partnership benefits for our partners, and we continue to improve and iterate here. It's really important to talk to your partners and take their feedback in order to build a program that is valuable and scalable. I like to ask "what are the best partner programs you currently work with- what's good and bad about them" and use some of that feedback to build a best in class program. So, to get through the challenge of a partner allocating developer resources to build an integration to our platform, we had to find and create distribution levers and that was essential to us to build out our partner ecosystem.
Rob Spee
Kevin, what role do your partners play in Customer Success to drive higher renewal rates of Hubspot, and how do you train them to be better at it?
Kevin Raheja (Typeform)
Great question, @Rob Spee. Customers drive all of this for us. We work very closely with each integration partner to ensure that what they've built is valuable and the users are getting value from it. Once we have validated that, we have go to market opportunities with the partner, but we first need to know customer happiness is high. We use these distribution and marketing incentives with partners to ensure quality for the customer. Luckily for BD teams, when a customer connects their tools together and integrates them in a valuable way, it greatly improves LTV and reduces customer churn wink.
Rob Spee
@Kevin Raheja (Typeform) I'm out at the Channel Focus conference this week where there's a lot of talk about partner specialization and integration. What you're saying supports my belief that the right partners can play a big roll in customer success and LTV. Thanks!
Ryan Threndyle
Hey @Kevin Raheja (Typeform) If you we're starting a brand new partner program, what would be your first steps to discovering and recruiting great partners (where to find them, how to reach out, etc.)?
Kevin Raheja (Typeform)
Assuming you mean referral partner program vs ISV? For referrall/affiliate- The most success I've had here is by starting with identifying who your own customer personas are. What do they look like, what verticals, ACV, who the actual buyer persona is... Once you are confident in what types of customers have the most success using your software, you have to go out and find networks or thought leaders who've attracted similar user profiles and these will likely be your best partners. Also, think about creating a content strategy around attracting those types of partners to your program. Inbound is your friend. simple_smile. Once you've found the partners and networks, you'll have to find the levers to incentivize them to work for you. It's like being a recruiter. You have to sell your company, your product your vision, and you have to show them why the future is with your program.
Ryan Threndyle
Awesome - really appreciate it!
Mark Cohen
@Kevin Raheja (Typeform) 1) What have you found to be the most effective elements to consider when developing a Training Program for referral / reseller partners? 2) Outside of Hubspot simple_smile what would be examples of other Partner Programs worth checking out that have 'impressed you' and why?
Kevin Raheja (Typeform)
Hi Mark, I built out our referral/affiliate program while I was at Leadpages (&Drip). So for this question I assume you're asking for this type of partner program and not a platform partner program like the one I manage at HubSpot:
Kevin Raheja (Typeform)
1) Talk to your partners a lot. And especially talk to partners who say "no" to joining your program. Understand what made them say no, and also what your top 5-10 partners are doing that are making them most successful. If you're trying to build out a partner program from scratch see what the best referral partners/influencers/affiliates are doing who are relevant to you find out what your program will have to bring to the table to get them to join. An underrated aspect of being great at BD is being able to put together a business proposal around this to convince your teams, boss, executives INTERNALLY that this is what you need to be successful. But you need good data, and you can get that from talking to people who want in your program. It's about finding the right levers and incentives to make your partners engaged and thrilled to work with you, while balancing that with the needs of your business and your customers.
Kevin Raheja (Typeform)
2) In general I think Shopify and Slack have great partner programs for ISVs, I'm a little out of touch with best in class affiliate programs today, but we do have an affiliate program manager here at HubSpot and I'm happy to introduce you to her. She's sharp.
Gabe Caldwell
@Mark Cohen Great Question!

@Kevin Raheja (Typeform) I'd love to be connected with your referral / reseller partner program manager if you wouldn't mind sharing her name/email
Mitch Houff (Truework)
@Kevin Raheja (Typeform) What annual/quarterly goals does your team have (e.g., partnership launches, NPS, leads, revenue)? What metrics do you track mostly closely?
Kevin Raheja (Typeform)
Hi Mitch- yes we have KPIs that we set for ourselves at HubSpot on the BD team. Customer and Partner NPS is a big one. Generally, if you can nail those, the rest falls in place fairly well, but we do get more granular, with total active installs and growth, MRR of associated installs and things like total partner growth. WE went from just a few dozen partners in our ecosystem 3 or 4 years ago, to now over 300+ and this give us more opportunities to delight our customers by giving them opportunities to discover and connect new tools. This has major revenue and retention impacts for us and our partners.
Sunir Shah
Last call for questions. simple_smile
Julio Rojas
@Kevin Raheja (Typeform) How large is your Strat Partnershipship/BD team and what do you recco as optimal ratio of partner : Hubspot BizDev person for particular market cap?
Kevin Raheja (Typeform)
This is a really tough question disappointed
Kevin Raheja (Typeform)
It varies so much across team/companies and depending how the partner programs are structured. Happy to answer more specific questions if you DM me. Thanks!
Sunir Shah
@here please join me to thank Kevin @Kevin Raheja (Typeform) for offering his time and experience.

This was really amazing. Thank you for taking the time to answer each question with great depth.
Jake Wallace
Thanks @Kevin Raheja (Typeform)!
Kevin Raheja (Typeform)
Thank you everyone! And thank you Sunir and CSA for creating this space for BD/Partnership folks. Not many networks around like this.
Sunir Shah
@here Do you have 3 minutes? We need your help to brainstorm job skills a cloud software partnership leader needs.

We’re trying to get a good standard set to use across the CSA’s mentorship program, the reverse job board, and our market research.

What did we miss? https://docs.google.com/spreadsheets/d/1v-TYN6NxCDdchUZuUOH4d1WBSVWq7W_DKVQhDK1U_UU/edit#gid=0
Jason Sew Hoy
Hi all, I'm hiring for a Strategic Partnerships Lead @ 99designs to help create new work opportunities for our 1.6M freelance designers all over the world. If you have any interest or feedback, please reach out! https://careers.jobscore.com/careers/99designs/jobs/strategic-partnerships-lead-deoHloDD0r6AgfcR_n82lY
Sunir Shah
Happy Monday folks.
Alex Glenn
Happy monday tada
Allyson Johnson
Happy Tuesday everyone!
Jake Wallace
Happy Tuesday!!!!!
Jenna Earnshaw
Happy Tuesday! We had a long weekend in Canada so 4 day week for us tada
Ronen Vengosh
@here Hi Everyone - I'm hiring a new Sr. Product Manager for the ecosystem team at Egnyte - referrals appreciated. Here is a link to the job posting: https://www.linkedin.com/jobs/view/1237974779
Jake Wallace
feel free to post on the csa job board. http://www.cloudsoftwareassociation.com/jobs/
George Kyriakis
@here Look forward to seeing ppl at the cocktail mixer tonight! I'll have some of the FreshBooks team with me.
Jenna Earnshaw
See you then!
Alex Glenn
Checkout the podcast episode just published with our fearless leader @Sunir Shah raised_hands https://www.linkedin.com/feed/update/urnliugcPost:6537040036502876160
Sunir Shah
Hey folks, I’m working on a year-long “Understanding Microsoft” series trying to demystify their ginormous partner organization and channel for all of us.

The goal is to interview the right people through their organization to explain how partnering with Microsoft works.

What questions do you want answered?

e.g. who do I talk to to integrate with Office 365?

How do I get into their app marketplace?

How do I sell through their reseller channel?

Please reply to this comment with your questions.
Eric Chan
There is an Alliances and Partnership Team. How are they organized? By product/vertical/program, etc? Are the milestones or thresholds relative the same across the different teams?
Sunir Shah
Thank you. :)
Sean Matthews
Do they have a grid they can share that lays out the Microsoft Product and corresponding Partnership opportunity? (i.e. “Marketplace App lets you connect to the Office Suite”, “Outlook Extension let’s you connect to Outlook only, in the UI”, “Publish on Flow, we’ll do co-marketing to X number of users”)
Sunir Shah
Hey folks, don’t forget that BLASTmedia drops PR opportunities in #pr like…
Sunir Shah
Join #pr to be fast to pounce. simple_smile
Jake Wallace
I just let our PR team know. Hopefully they'll follow up!
Alex Glenn
@here I am recording a podcast with Jay McBain on Through-channel marketing automation next Tuesday tada - does anyone have any related questions they'd like me to plug (with or without mentioning who asked)?
Jamie Tharp
Could you give us some high-level topics to get us thinking? I'm sure I have a million questions, but I need a brain-starter...
Sunir Shah
Best software vendors to work with and why
Sunir Shah
Refer or cosell or resell and why
Sunir Shah
Etc
Jamie Tharp
ah ok.... right now I'm doing a lot of thought around mapping my companies software to the services that our Ideal Agency Profiles sell. Would be interesting to get feedback on best enablement tools to help partners map your software to their services.
Jamie Tharp
Not sure if I'm on the right track here...
Anna Lazar
- When do you decide to start evaluation through-marketing software as part of your program? How do you "right-size it"? - Do you see pushback from leading partner organizations to adopt or leverage an external solution rather than having you work in their infrastructure? - What types of partners tend to be most receptive to leveraging vendor tools? At what stage in the partnership do they engage most frequently? - How do you think about best of breed through marketing tools vs extending top of class marketing automation tools vs all-in-one partner portal suites?
Adriana Scalora
Your questions are great. My 2 cents in line. When do you decide to start evaluation through-marketing software as part of your program? How do you "right-size it"? AS: When you know you have enough 1.enough resources to actively manage the software and drive partner adoption 2. Enough campaigns and marketing material that is partner-ready 3. Enough partners now or down the line who are the right fit for the software (see more on this below) and who would use the software consistently. If most or all of these criteria are not met, then I would recommend going for an external platform or agency, i.e. executing campaigns on-demand for better ROI. - Do you see pushback from leading partner organizations to adopt or leverage an external solution rather than having you work in their infrastructure? In general, you will see 3 partner categories: A. partners who have very little marketing resources; a good part of these will embrace your software and your campaigns and use them if they have resources, or will ask you for support to do it using your content and software. Typically they are small to medium resellers. B. Partners who will leverage your campaigns but typically use their tools or preferred marketing agencies and sometimes experiment with your tools. Partners who are very large and have good internal marketing resources and tools; they will take your content/campaigns, extract some of the messaging, apply their branding and create and run their own campaigns using their tools (or agencies). In all cases the ability to co-brand is key. So how do you decide if and what software to roll out to your partners? It all starts with profiling them! That won't predict usage 100% but will give you a good indication of what to expect. - What types of partners tend to be most receptive to leveraging vendor tools? AS: The partners who need a tool; if they have their own tool or agencies that they like, they will tend to stick to that although they may still experiment with your tool. At what stage in the partnership do they engage most frequently? AS: when their management asks them to run campaigns! Marketing does not decide independently what campaigns to run, they typically align with the company's strategy. If you as a vendor partner are a priority for that reseller, there's a business plan in place to generate joint business, then it will be easier. - How do you think about best of breed through marketing tools vs extending top of class marketing automation tools vs all-in-one partner portal suites? AS: very smart question! If you expect lots of uptake from partners who execute marketing sing external tools (perhaps you can run a partner survey to find out about what they do with other vendors) then you will want to go for the option that gives you the most results in terms of demand generation. Typically, this is not necessarily tied to being a part of the PRM. I.e. of course you will want an integrated solution for partners and a 'one-stop-shop' for all their needs to provide a great partner experience. However, consider the trade offs. After all, the marketing tool within a PRM will only be used by the partner marketing team. I'd rather have a tool that's separate from the PRM (and perhaps activate SSO) but awesome, vs a tool with limited functionality that's part of the PRM. Ultimately, the question to answer is: how will I help my partners generate the most leads? Hope this was worth the time to read.
Jamie Tharp
@channel Team development/HR question: Does anyone know of a template or online quiz that accomplishes a similar goal to Strengths Finder? I found this for my team members, but wondered if anyone else had a favorite tool? https://high5test.com/
Daniel G Kunze
The Predictive Index
Heath Allen
I’ve done quite a few partnerships with vendors in the assessments space but mostly with vendors who target employers who want to assess job applicants. I’m not sure how many of them would have a consumer facing product but I’ll look through the ones I’ve worked with and try to get back to you. Outside of that Truity is a commonly mentioned name, but I don’t have direct experience with their product. http://www.truity.com/
Jamie Tharp
Thanks Heath!
Joseph Fung
It's not a strengths-based assessment, but I've seen good feedback and success using https://www.16personalities.com/
Nicolas Grenié
Happy to help with Typeform :)
Nicolas Grenié
Adriana Scalora
@Anna Lazar - Your questions are great. My 2 cents in line. When do you decide to start evaluation through-marketing software as part of your program? How do you "right-size it"? AS: When you know you have enough 1.enough resources to actively manage the software and drive partner adoption 2. Enough campaigns and marketing material that is partner-ready 3. Enough partners now or down the line who are the right fit for the software (see more on this below) and who would use the software consistently. If most or all of these criteria are not met, then I would recommend going for an external platform or agency, i.e. executing campaigns on-demand for better ROI. - Do you see pushback from leading partner organizations to adopt or leverage an external solution rather than having you work in their infrastructure? In general, you will see 3 partner categories: A. partners who have very little marketing resources; a good part of these will embrace your software and your campaigns and use them if they have resources, or will ask you for support to do it using your content and software. Typically they are small to medium resellers. B. Partners who will leverage your campaigns but typically use their tools or preferred marketing agencies and sometimes experiment with your tools. Partners who are very large and have good internal marketing resources and tools; they will take your content/campaigns, extract some of the messaging, apply their branding and create and run their own campaigns using their tools (or agencies). In all cases the ability to co-brand is key. So how do you decide if and what software to roll out to your partners? It all starts with profiling them! That won't predict usage 100% but will give you a good indication of what to expect. - What types of partners tend to be most receptive to leveraging vendor tools? AS: The partners who need a tool; if they have their own tool or agencies that they like, they will tend to stick to that although they may still experiment with your tool. At what stage in the partnership do they engage most frequently? AS: when their management asks them to run campaigns! Marketing does not decide independently what campaigns to run, they typically align with the company's strategy. If you as a vendor partner are a priority for that reseller, there's a business plan in place to generate joint business, then it will be easier. - How do you think about best of breed through marketing tools vs extending top of class marketing automation tools vs all-in-one partner portal suites? AS: very smart question! If you expect lots of uptake from partners who execute marketing sing external tools (perhaps you can run a partner survey to find out about what they do with other vendors) then you will want to go for the option that gives you the most results in terms of demand generation. Typically, this is not necessarily tied to being a part of the PRM. I.e. of course you will want an integrated solution for partners and a 'one-stop-shop' for all their needs to provide a great partner experience. However, consider the trade offs. After all, the marketing tool within a PRM will only be used by the partner marketing team. I'd rather have a tool that's separate from the PRM (and perhaps activate SSO) but awesome, vs a tool with limited functionality that's part of the PRM. Ultimately, the question to answer is: how will I help my partners generate the most leads? Hope this was worth the time to read.
Anna Lazar
This is awesome content! Thanks Adriana!! I shared it with my team
Ankit Dudhwewala
Hi
Ankit Dudhwewala
Seems some help.
Ankit Dudhwewala
We are having issue with a recurring invoicing software and want to understand if my point of view is correct.
Ankit Dudhwewala
The invoicing software says they will take .5% of the revenue generated in a month.
Ankit Dudhwewala
We spent 3-4 months doing in the integration.
Ankit Dudhwewala
And now, when I checked our invoice from the software company, its on invoice generate ( and not on revenues).
Sunir Shah
Which company?
Ankit Dudhwewala
We tried to talk about it with the company but they say revenue = invoice we told them revenue world wide is Sales-returns.
Ankit Dudhwewala
@Sunir Shah dont want to name it as of now.
Ankit Dudhwewala
unless I am sure my point of view is correct
Ankit Dudhwewala
Coming back.
Sunir Shah
Accrual vs cash; revenue for taxes is based on accrual. But payments systems are usually on cash
Sunir Shah
Either way seems pointless to use a bad payments system
Ankit Dudhwewala
I want to go to public forum with this, but want to make sure my point of view is correct.
Sunir Shah
Read the contract
Ankit Dudhwewala
1. the company very clearly mentions revenue, and in the bottom part of the pricing page they say invoice. as per contract its correct, but clear intention of misleading.
Sunir Shah
I mean just looking at Chargebee pricing which is similar they are pretty clear it is on the invoices generated not on cash
Ankit Dudhwewala
we should be paying 300 usd.
Ankit Dudhwewala
the issue for me is with chargbee itself.
Ankit Dudhwewala
They mention revenue here.
Sunir Shah
Revenue is accrued not cash basis
Ankit Dudhwewala
that is ok. But in that case they should take sales return into consideration right?
Sunir Shah
They are excluding void invoices. They say so
Sunir Shah
I am not their tech support. You should just ask them
Ankit Dudhwewala
I asked them about it. But i am asking what this forum thinks.
Ankit Dudhwewala
With respect to void invoice, if a customer invoice is generated you cannot make it void until 3-4 weeks, so you are anyways paying for it.
Sunir Shah
Yeah. Not sure
Sunir Shah
I find the distinction of invoice vs revenue incorrect and confusing as well
Sunir Shah
But I would ask them to define it
Sunir Shah
I think it has to do with amortization
Ankit Dudhwewala
Yes. Hurting us a lot. Where I had to pay $300 we are paying $500 because they have made the language misleading. If they want bill on invoice, they should write invoice in pricing page as per me, but write revenue in the first place.
Sunir Shah
You don’t want to bill on invoice
Sunir Shah
That is worse
Sunir Shah
I think it is pretty clear what they are doing
Sunir Shah
That article details explicitly the accounting calculation they are using and it is correct and logical
Ankit Dudhwewala
No i mean if they want to total invoice amount, they should write invoice amount in the pricing page, they should not write revenue amount
Sunir Shah
I don’t think you understand the accounting
Sunir Shah
They are charging on accrual basis
Sunir Shah
Which is correct; they aren’t a payments system
Sunir Shah
They non retrospectively account for refunds or cancels or credits or voids
Ankit Dudhwewala
meaning?
Sunir Shah
Read the article I posted
Sunir Shah
If you don’t understand it, you may need them to talk you through it or ask your accountant to explain it, but it is correct
Sunir Shah
They have a set of examples showing exactly what happens
Ankit Dudhwewala
We have a different view after consultation that is why trying to understand if we are correct in the forum.
Sunir Shah
We are in a loop
Ankit Dudhwewala
look as I said,I was not looking for another conclusion I was looking to understand.
Ankit Dudhwewala
I talked to another friend about your logic and seems like i misunerstod.
Sunir Shah
Aye. Just we were repeating ourselves.
Sunir Shah
Only so much I can do
Sunir Shah
Nothing weird going on
Ankit Dudhwewala
My issue is not with the article you posted. think its a different thing. but will be happy to take you view.
Ankit Dudhwewala
Guys, I talked to a few people here. And it seems i am wrong. Chargebe is correct here.
Ankit Dudhwewala
@Sunir Shah Thanks for helping with the logic simple_smile
Sunir Shah
My pleasure. A lifetime of billing systems
Ankit Dudhwewala
Some where the issue for me was not with paying that extra $200 but it was about not being treated properly by a company I look upto. Resolving of the conflict actually make me really happy
Sunir Shah
Yeah. I agree it is very confusing and not well worded and they could improve it
Eric Chan
@Ankit Dudhwewala @Sunir Shah Thanks for this feedback - I am from Chargebee and you have a direct contact here! I have read through the comments and you both make some valid points - these are very nuanced, but material choice of words that can confuse.
Sunir Shah
@Eric Chan There’s no fun like accounting theory!
Eric Chan
Agreed!
Sunir Shah
lol
Matt Irving
What a accrual joke.
Sunir Shah
oh god. There’s no accounting for taste.
Sunir Shah
@here Videos from SaaS Connect 2019 are up! https://www.youtube.com/watch?v=0J9LJc-jz9k&list=PLOkkgPudY8CvIsYnF8xFZpZbKiCpPUAtZ

Don’t forget to like and subscribe. simple_smile
Sunir Shah
I just want to say a big thank you to ACA Video, The Virtual Gurus, Epic Presence, and NVision events our vendors who are handling the production of these videos.
Sunir Shah
I may be quiet here lately, but that’s because I’ve been super busy in the background working on these.
Andy Fowler
Ahoy, CSA! This might be a bit off-topic for partnerships folks, but I’m curious how many of you have needed to jump through Google’s new hoops for email access through their Oauth scopes. We’re being asked to pay a third-party security auditor, and starting to get a bit frustrated by the runaround!
Mawghan at PieSync
@Ewout Meyns have you seen this with Google?
Ewout Meyns
@Mawghan at PieSync No. I believe @Andy Fowler is referring to the Gmail API. With PieSync we’re connecting to the contacts API. I heard about the security audits, quite crazy! Good luck @Andy Fowler simple_smile
Sunir Shah
I saw they changed the admin sdk OAuth, but I didn’t really understand why it was an ACTION REQUIRED email. What did they do?
Andy Fowler
They’re requiring a third-party security audit for partners that use certain scopes (namely, email access): https://cloud.google.com/blog/products/g-suite/elevating-user-trust-in-our-api-ecosystems
Sean Matthews
Surprised they’re not saying “for install base above X number of users”
Sean Matthews
That’s a full clamp down
Sunir Shah
hey @Suhasini Dudhwewala so glad you’ve joined. I met the Software Suggest team at SaaStr.
Sunir Shah
Hey folks, here’s a dumb question. I occasionally try Mailchimp’s “send again to non-openers” feature for the newsletter. Anyone have strong opinions on getting 2 copies of the same newsletter in 24 hours?
Vishal
I won`t mind
Steven Larsen
Blog post I co-wrote with a colleague. Would love to hear feedback and everyone's thoughts! https://www.sisense.com/blog/partnerships-in-tech-the-when-why-and-how/
Alex Glenn
What a great read raised_hands What are your opinions on saas platforms using partnerships to launch (as opposed to waiting for after PMF to form partnerships)? I have a few clients in this position.
Sunir Shah
@channel We all need a time and place where we can ask for expertise from our peers.

We will be hosting a weekly hot topic Q&A here every Thursday 10am PT / 1pm ET (with occasional guest AMA!).

Have a question you want to ask the community? Add it to the tracker below.

And vote early and vote often. simple_smile
Sunir Shah
Click on View list to add your question
Adit Gupta
Hi Team - Crowdsourcing help from my network, specially those at Facebook: Instapage is a Facebook Ads partner and we have a product integration with FB Ads API. We are running into a major dev roadblock and could use some support from a member of platform engineering/developer support. Can anyone point me in the right direction here or have a contact at FB developer support? A bit time sensitive. Thanks for any help in advance. You can slack me or email me
Sunir Shah
Are you connected with Doug Weiss?
Adit Gupta
I m not
Sunir Shah
I’ll see if he will connect
Sunir Shah
Hey folks, we have Vancouver (https://www.meetup.com/Product-Marketing-Alliance-Vancouver/) and Austin (https://www.paperlesspost.com/flyer/go/4kmR2WMHVqXA29UPeq3k) #meetups coming up this month. Hope you can make it.
Sunir Shah
@Adriana Scalora from Channel Momentum is also hosting a Partner Success workshop in San Francisco June 13. https://www.eventbrite.com/e/channel-workshop-how-to-build-a-partner-success-practice-san-francisco-tickets-61513212675
Sunir Shah
@here reminder We all need a time and place where we can ask for expertise from our peers.

We will be hosting a weekly hot topic Q&A here every Thursday 10am PT / 1pm ET (with occasional guest AMA!).

Have a question you want to ask the community? Add it to the tracker below.

And vote early and vote often. simple_smile
Sunir Shah
Great news! We booked our annual conference, SaaS Connect 2020! April 15-16, 2020 in San Francisco back at Bespoke, whom we love. Thanks to Novis Steward, http://www.nvisionevents.com, our amazing event planner whom I would recommend to anyone planning an event large or small.

Apply to speak at SaaS Connect early and often. http://sbweb.formstack.com/forms/sessions
Ankit Dudhwewala
This time I am coming for sure @Sunir Shah. Will book my calendar now it self.
Sunir Shah
@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?
Sunir Shah
I am kind of amazed that I have more CSA news that I can justifiably stuff in a weekly newsletter.
Sunir Shah
Its’ a good time to be a parntership leader; there are a ton of resources available. 100x better than when we started.
Sunir Shah
@channel Let’s start our first weekly Q&A. We took the community’s advice that’s a good idea to have a predictable schedule for when you can ask peers for advice. simple_smile

Today’s topic: How do you manage referral partnerships?

If you have burning questions for the community on this topic, fire away here.

Everyone is invited to answer, so if you have any insight, please use Slack’s reply feature so we can keep things threaded.
Sunir Shah
I’ll kick it off with some perennial questiotns.
Sunir Shah
What referral tracking software do you use?
Kasey Bayne (Pocketed)
No more spreadsheets! Looking for some recommendations, so this is great simple_smile
Richard Bernstein
Quite a few SaaS companies including myself have been looking at Crossbeam
Nikita
@Richard Bernstein To my knowledge Crossbeam is more of an addition to a typical referral/PRM solution where you can functionally see which accounts both companies are using
Dan Caldwell
@Bob Moore Can you give context if Crossbeam can be a useful tool with tracking referrals?
Sunir Shah
Tapfiliate, LeadDyno, Ambassador, and Partnerstack are the usual suspects. There are others like Profiliate pro. It seems like the market has a lot of entrants.
Richard Bernstein
Yes, Crossbeam is that starting point for us. And it helps remove the need for google docs to try and figure out which reps overlap. Huge time saver.
Sunir Shah
lol @Asaf Fradkin
Steve Deckert
I still want to see some more answers to this if anyone is reading!
Sunir Shah
What are you guys using at Smile? @Steve Deckert
Sunir Shah
Impact.com is another one a CSA member recommended, but I don’t know much about it.
Sunir Shah
Then there’s ShareASale.com as well
Steve Deckert
In house but I'm currently looking at other options. We should not have built our own partner portal for agencies/channel. For technology partners building integrations it's super useful, but not for agencies/channel in its current state.
Sunir Shah
Tell me about it. Engineering against channel is a huge expense that is never maintained.
Steve Deckert
It's a constant battle for features that's not worth anyone's time, including the product team.

I'm aware of some solutions that exist, but I'm mostly interested in what other companies are actually using and if they actually like it.
Bob Moore
Hey, late to the party sorry. Crossbeam does help a number of companies with referral tracking, but it doesn’t use traditional methods like cookie tracking, URL parameters, or lead registration. We instead allow you to compare your actual customer lists against lists provided by your referral partners (and vice versa). We draw the venn diagram for you, so you can figure out what overlaps without revealing the full underlying list.
Bob Moore
This is typically most useful for things higher in the funnel (account mapping, lead sharing, co-selling, data enrichment, etc), but we do have companies using this is a way to verify that all referrals are being captured and counted.
Bob Moore
(obligatory CTA) and it’s free to sign up: https://www.getcrossbeam.com/
Haley Gallant
I keep getting ads for https://amplifinity.com, but haven't had a chance to look into them too deeply yet
Jenna Ochoa
I'm late to this thread but here at Justuno we're currently using Partner Stack. I demoed Allbound last week and it has much more to offer. The price difference is huge, though.
Larry Angeli
Hi everyone, I’m late to the dialogue but happy to answer any questions about Amplifinity. Tracking and comping referrals is what we do, so please reach out to me if I can help.
Sunir Shah
What commission terms do you offer?
Steve Deckert
20% revenue share paid lifetime to partners as long as they remain active in our program.

Active = at least one successful referral per year.
Sunir Shah
How do you recruit referral partners to join your program?
Kasey Bayne (Pocketed)
So far, most of our referral partners have come to us. This has been a good way to test the business case on how/where to invest in partners.
Sunir Shah
@Kasey Bayne (Pocketed) what company is this? one of your clients?
Asaf Fradkin
Same as @Kasey Bayne (Pocketed) .. and that provided us with 5 leads / day.. now we also trying to email our users and that have been working well(ish)
Kasey Bayne (Pocketed)
@Sunir Shah, that's right, at DataTrue simple_smile
Robert Rand
@Kasey Bayne (Pocketed) I've had similar experiences, although I do tend to pick up some great referral partners at industry trade shows as well. At JetRails, we cater to the eCommerce sector, which can be a pretty tight-knit community.
Nikita
Something that we typically recommend is understanding which companies your product sells alongside? So do your customers currently purchase Hubspot/Salesforce alongside your product? This will give you a sense of the ecosystem, and those large ecosystems will have partners that are looking to sell complementary products alongside those solutions
Nikita
^This usually serves as a good place to start in building a really strong outbound strategy and understanding which types of partners might work well for a business
Michael Kovacs
Agree, we’ve found what @Nikita said to be best, and try to go one step further when we can by having a joint customer as an example - The possible partner will find it that much more compelling.
Tyrone Lingley
I think it's also important to segment your partner types which allows you to get more focused and personalized. At Unbounce our two major partner segments are SMB-focused PPC Agencies and Affiliates (educators or content publishers). We recruited first through our entire database and have an ongoing recruitment flywheel in our app, in email campaigns, through CS teams. Outbound we take @Nikita's suggestion, but I also use SimilarWeb to find look alike partners. Then through PartnerStack, we equip our partners to succeed by providing the content, assets, and tips our top performers are utilizing. The platform also allow us to have segmented onboarding flows, challenges, and communications to each segment which increases activation rates and output.
Richard Bernstein
In the same vein, what SPIFFs do you offer the referral partner reps? Cash, quota relief, gift cards?
Steve Deckert
We do 20% revenue share on the subscription paid lifetime provided they're an active partner.
Steve Deckert
Other than that sometimes we'll drop swag on a performing partner
Asaf Fradkin
Gift for sales person in the company- once a quarter..
Ryan Vanderkolk
@Richard Bernstein I had the same question. We generally offer our partners a 20% residual rev share, but often the partner sales rep receives little to none of this revenue. It’s been particularly difficult to incentivize reps directly because many partners won’t allow us to provide their reps with cash spiffs. If anyone has any creative ideas, that have been successful in incentivizing partner reps, I’d love to know!
Richard Bernstein
@Ryan Vanderkolk to make it more complicated, per the above spiff ideas, those are requests from different partners. Do we try and reciprocate every time, or do we have our own method for spiffing our reps and let them take the commission and split if how they feel is best. And if ours is more generous, does that upset the rep on the other side? hmmmm
Ryan Vanderkolk
All good points, @Richard Bernstein. This is a nut I haven’t been able to crack. Working in sales in the past lets me know that reps ultimately want to make money. Additionally, I know that the partner rep’s job of selling their own product/hitting their quota is hard enough. That being said, the only way I figure you can incentivize someone is by fattening their wallet and/or providing a solution that allows them to sell their core product easier/faster. The question then becomes 1. Are you allowed to pay the reps a cash spiff, 2. do you have the margin to pay said spiff, and 3. does your product/service make the partner rep’s job easier or complicate the sale pitch?
Kasey Bayne (Pocketed)
In a small company, how do you know how much time to spend on partner marketing vs direct b2b marketing?
Sunir Shah
Lessons from my client work… I find you can’t know. Too early, you don’t have enough data. So you have to make educated bets on your investments.

Are partners knocking at your door? Then they are hot relationships and you should take them, but only if you can serve them programmatically instead of one-off. One-off is chaos.

If direct is working, then it’s more important at the beginning because you need to create channel demand in order to acquire partners. Partners like what their customers like.
Sunir Shah
But that’s half made up. It’s hard to know as there is little information to work with.
Kasey Bayne (Pocketed)
It's tough! Right now, I'm handing requests as they come in and trying to systematize and create brandable assets. Next step is to put together a business case/ROI on if we should bring in a full time channel manager to build this out.
Sunir Shah
I did a lot of consulting in this area. The only thing I cound find that worked is the 2-step dance:

Step 1. CEO wants to take a “bet” on partnerships and hires 1 partner person to explore the opportunities and bring it to order.

Step 2. Can that partner person systematize and programmatize partnerships enough to hire someone more operationally focused to run a program? That’s a lot to ask an individual and it can come down to an individual effort.
Sunir Shah
Do you have different programs for affiliates and agencies/consultant referrals?
Olga Pukhalskaya
Right now we have one program, but it seems it is better to have different programs.
Robert Rand
At JetRails, we have referral partner commission, and agency commissions. The two can be mixed and matched. It's a form of commission split, allowing us to pay out the referral source, like one of our technology partners, as well as the agency/developers/solution providers that will be working with us to support the client. In many cases, the agency will get both fees, but it's nice to have a pre-determined split.
Tyrone Lingley
At Unbounce, we have one partner program but segment recruiting to agencies, affiliates, and customer referrals - each segment sees a different landing page and onboarding track + ongoing comms.
Sunir Shah
Do you qualify your referral partners first? Or do you let anyone sign up?
Kasey Bayne (Pocketed)
Qualify for sure. This product is high-touch for set-up, so we need to make sure they're representing us and the product well.
Sunir Shah
How about for low touch products… Did you qualify accounting partners at FreshBooks too or just have them sign up? When I had control of that program, I waived anyone through and dealt with yutzes on the other side. But I had not enough time to focus on each partner as the only partner person.
Kasey Bayne (Pocketed)
For the set-up I had, I ran a CPE (CPA education credit) session, so once the accountant completed that, they were in.
Sunir Shah
Clever.
Kasey Bayne (Pocketed)
There were some people that turned out not to be great that I had to deal with afterwards, but if they passed the CPE test (a 40 min webinar with 10 "quiz" questions), they were in
Kasey Bayne (Pocketed)
And a nice value add for the accountant at very low cost to us wink
Sunir Shah
What a great idea using professional accreditation to “pay” for their time to talk to you.
Asaf Fradkin
We let anyone signup.. if we see a potential we’ll train them..
Steve Deckert
That is a really interesting strategy @Kasey Bayne (Pocketed)!
Michael Kovacs
@Kasey Bayne (Pocketed) that is such a smart idea to filter partners, nice!
Tyrone Lingley
We let anyone in. To date, the benefits of attracting high-performing non-customers have far outweighed any cons of no barrier entry.
Jenna Ochoa
@Kasey Bayne (Pocketed) i'm late to this and reading thru all replies. What software did you use for creating a quiz? Was it part of your partner management software?
Kasey Bayne (Pocketed)
@Jenna Ochoa I ran these using GoToWebinar, and using the polls - it was a pretty basic set-up, with some manual work to send the certificates and update our master list in my CRM.
Jenna Ochoa
@Kasey Bayne (Pocketed) thank you for sharing!
Sunir Shah
Do you remove underperforming referral partners?
Asaf Fradkin
We do not
Kasey Bayne (Pocketed)
Not here either (nor have I in the past), unless they were "not good" or poorly representing us. If it's just a matter of not sending us enough business, we'd let them stay.
Robert Rand
Only if there's a cause or catalyst. We don't remove them simply for being lite on referrals, although we do have stipulations about minimum #'s of referrals per year to keep certain preferred commission payout terms. It's not a high bar, but it allows us to reward our more active referral partners.
Olga Pukhalskaya
No
Sunir Shah
Daniel @Daniel Stevenson (Traction Consulting) and I are designing a CSA survey to measure referral plans across members, but it’s such a zoo I’d love answers to the above so we can make a clean survey.
Sunir Shah
I did a piece for Crazy Egg surveying a bunch of SaaS partner programs and it inspired me to get a grip on this subject. https://www.crazyegg.com/blog/these-18-tools-will-supercharge-your-digital-agency-software-stack/
Asaf Fradkin
What is the best channel for your partners to generate opportunities for themselves?
Sunir Shah
Hmm, interesting question. I can read this 2 ways though. Do you have an example of what kind of answer you’re looking for?
Asaf Fradkin
How do they find business - Cross sell with other tools? Targeted campaigns? Cold calling? Events?
Sunir Shah
I have a lot of anecdotal opinions about this; usually they are not very good at business development because the are very small or small businesses themselves.

Better partners are more established and have some local community or online community marketing, but because they are selling labour, they don’t need to be a marketing machine.

Many partners want to see you send them clients in some organized way; if you do that, they become big advocates for you as a SaaS partner.
Asaf Fradkin
This is what we do but unfortunately we still dont see more than 30% of their opportunities being generated by their marketing efforts and we want to get to 50% by the end of this year..
Sunir Shah
Do you in return refer your partners business? (e.g. a partner directory; or behind the scenes sending them customers who need more hands on help)
Kasey Bayne (Pocketed)
Yes for sure! We did this a TON with the accountant's channel at FreshBooks
Robert Rand
We do a lot of this at JetRails. If we know that an eCommerce website owner needs assistance, we go out of our way to pair them up with great solution and technology partners of ours.
Steve Deckert
Yes this is super important when partnering with product companies. Generally speaking product companies don't care about your revenue share, they want to sell their product. They want leads and sales. Setting up a reciprocal referral model will be more motivating than a one way channel model that pays them revenue share IMHO.
Jared Fritz
I'm looking to build some new landing pages for our referral partners. Would love to see what y'all have built, and what you think is effective?
Jared Fritz
Here's one that we're currently using for an integration partner - https://grow.pushpay.com/lp-demo-partner-planning-center.html I want these new pages to feel like warm/personal introductions from the partner to us.
Jared Fritz
Oh, I like the reviews part. Nice to have some third party validation
Michael Kovacs
Zendesk does a good job of this - they separate each of their marketplace, app directory and partner directory - partners here - https://www.zendesk.com/marketplace/partners/
Sunir Shah
@here Hey folks, thank you so much! This was awesome. Please feel free to keep asking and answering. Slack is wonderfully asynchronous that way.

If you liked this, give me a thumbs up, and also add some questions and votes for next week in the Votum list below.
Santiago Uribe Montoya
Couldn't get to the Q&A but it's very helpful to see the different questions and threads. Thank you all, this is very helpful to our business.
Michael Kovacs
Weekly Q+A is such a great idea, thx @Sunir Shah pray
Kasey Bayne (Pocketed)
Agreed! This has been really informative (and a lot of fun!)
Sunir Shah
My pleasure! It was amazing.
Ginny Tonkin (Instapage)
agree!
Sunir Shah
@here Happy Monday everyone. Last week’s Q&A was a great success. Please add your burning questions to the list below and vote for the topics you care about the most.
Jenna Ochoa
@here does anyone have anexample of a one-pager explaining a Partner Program that they like? Looking for inspiration in being concise yet attractive. Edit: I'm thinking specifically targeting marketing agencies on this one for clarification.
Robert Rand
Hey Jenna, I'll DM you with one that I use.
Anna Lazar
Hey @Robert Rand Would you mind sending that my way as well?
Jesse Price
+1 wink
Scott Varner
+1
Mark Holder
+1
Eric McClure
+1
Kapil Gupta
@Robert Rand can you send it to me as well simple_smile
Robert Rand
@Kapil Gupta Here's a sample 1-page PDF that I like to share with potential partners. I just noticed some +1's on this thread, so I figured I'd just share this with the entire thread.
Kapil Gupta
@Robert Rand this is helpful. Thank you!
Robert Rand
Happy to help!
Sunir Shah
@here LAST CALL. Do you have a topic for our weekly Q&A, which is every Thursday at 10am PT / 1pm ET (tomorrow)? Please add it to the list above.

Also vote early, vote often for your favourite question. simple_smile
Sunir Shah
@here Tomorrow (Thursday) at 10am PT / 1pm ET we’ll talk about “What activities should you do now that your partnership is live?“ Thanks @Bradley Blinn for the great question.
Sunir Shah
@channel It’s our weekly Q&A time! Today’s question thanks to @Bradley Blinn is

What marketing activities do you perform before, on launch, and after a launch of a partnership?

Please ask your questions of the community here in #general and if you have an answer, please reply. simple_smile
Sunir Shah
I’ll kick it off with Bradley’s questions in the list
Sunir Shah
@Bradley Blinn asks “You negotiated a partnership. You built the integration. You publicly announced the partnership. Everything is live. NOW WHAT? What activities should be done within 30 days, 90 days, and 6 months to grow the partnership?”
Kelsie Skinner
The first thing I typically do is set a meeting to sync our marketing teams and chat about calendars and where there's room to collaborate. Marketers like to think in longer term and not commit to too much up front that's then unrealistic to tackle. By talking calendars and what we both have slated, it allows for collaboration and often can make lead to a 2 birds, 2 stone situation. Deliverables typically start with a joint webinar or case study, and then see how you can repackage that in to new blogs, videos, speaking proposals, etc.
Robert Rand
I like to treat each partnership as a unique relationship, but in general, I find that activities like (1) Providing Sales Training, (2) Engaging in marketing such as guest blog posts, webinars, eBooks, case studies, whitepapers, events, videos and podcast episodes, (3) Connecting people, such as through Slack, to allow folks on both sides of the partnership to communicate effectively, (4) Scheduling check-ins to help clear any roadblocks
Chris Lucas
One of the things we did in the first 30 days was to find some common customers and people who were heavy users of both platforms. We would seed the integration with these folks and then seed the idea of a case study. That way in 60-90 days you already have folks who are ready to go vs finding those when you really need them.
Bradley Blinn
the idea of seeding with a case study is great. So here's a question for 'ya: what if there are no mutual customers? This could be a new partnership and the mutual benefit is obvious, but there's no overlapping customers. Or you could be partnering with them because you've successfully developed a partnership with their competitors. simple_smile But again in both cases there are no mutual customers so you can't prime the pump for a case study..........So what do you do to help validate the partnership?
Chris Lucas
I think the opportunity is the same. Often with in-app prompts you can identify those users who you think are good potential for the partnership. Give them “Beta” access to the integration and see if they are willing to give feedback and be a case study. Ideally you should have a best use case in mind and those customers should be top of mind already.
Chris Lucas
Also, soft launching to a certain population of your users and soliciting feedback is a good way to get the same outcome
Sunir Shah
He also asked, “What 12-month goals should be set to measure the success of the partnership?”
Kelsie Skinner
Segment your sales pipeline by partner too. Track them as a lead source like any other marketing initiative. That will give you visibility on leads, opportunities and ACV attributed to partner referrals and/or partner content depending on the partnership's structure
Sunir Shah
At FreshBooks I had a goal to make our integrated partners succeed by integrating with us.

I measured integrations on whether or not they could get 1% of our customers to activate on launch, it was a bad sign. Beyond that, they needed to get customer reviews going through the year and see account growth.

We generated continuous partner communication opportunities, but we expected fair trades in return.

So after 12 months, we would know the partners who we loved and partners who were disappointments.
Sunir Shah
And “What is the overall Roadmap to Success?”
Sunir Shah
I think it would be amazing to build a checklist of action items to launch a partnership and then the follow-up afterwards that we can keep as a resource; it would make partnership launches more effective for everyone
Sunir Shah
We used to have a spreadsheet with a checklist of launch activities for partners; sometimes we had to use this checklist in the contract. I think it wouldn’t be hard to brainstorm a list with the community’s help today.
Sunir Shah
My pipeline stages for new integrations

* Target * Handshaking * Spec * Dev committed * Pre-launch * Launch * Post-launch
Sunir Shah
Marketing actions on launch: • Newsletter • Landing page • Directory / app store listing • Social media mentions • Webinar • In-app messages • Press release (meh)
Sunir Shah
Pre-launch actions:

For support: • FAQ • Screenshots • Screencast • Help center article • Webinar [internal]

For sales • Elevator pitch plus unique value proposition • One-pager • Webinar [internal]

For product • Q&A • Beta customers • Beta feedback • Beta reviews, testimonials, case studies
Sunir Shah
Ongoing market development activities • Blog posts • Attend, sponsor, speak at partner conferences • Co-sponsor cocktail parties at trade shows • Ebook • Webinars

Ongoing product activities • Continued progress on quality • Continued integration into the product • Taking advantage of new product or API opportunities • Working towards being directly in the partner’s UX flow

Advertising • PPC • Retargeting • Any side communities (e.g. Reddit, LinkedIn, Facebook Groups)

Agency marketing • Channel sales and marketing outbound to their channel partners • Need: Customer case studies • Need: Reviews and ratings •
Sunir Shah
Assets • Logo • Tag line (use case) • Description (unique selling point) • Screen shots • Tracking links (e.g. UTMs)
Sunir Shah
The above is a pretty comprehensive collation of my list of tactics.
Zac Fuld
very helpful!
Ronen Vengosh
Also shared this on another thread, but this is a checklist of partner marketing activities we use: https://docs.google.com/spreadsheets/d/14Gfynb_1gGzemKoCgh9Rh-ntM11jghENu0cu7qqNxTM/edit?usp=sharing
Heath Allen
This couldn’t have come at a better time. This is an actual project for me right now that is due so this is super helpful. It seems like you did cover most of it. In addition to a a one pager which for me is integration specific, I also am a big fan of a battlecard that gives sales all of the key data points on the company, target customer, geographic markets, product languages, key differentiators, pricing, current marquee mutual customers.
Heath Allen
Also a call campaign by support to any known mutual customers who have not activated a new integration within two to three weeks post launch.
Sunir Shah
@Ronen Vengosh This is amazing. I’m working on a round up as an asset for the CSA membership. I’ll give you props.
Ronen Vengosh
@Heath Allen - call campaign to known mutual customers is a good idea. I'll add that to our list. Thanks for sharing. Re battlecards - we haven't had much luck getting sales people to use them.
Sunir Shah
I find that sales people do not care about partnerships until they have a sales objection that needs one; otherwise, mentioning partners kills sales by making the sale needlessly complicated.

Therefore, organize partnerships by sales objection, say in a FAQ or chart or in the sales training manual.
Sunir Shah
If you haven’t been in sales, you don’t realize how little they are interested in anything but grinding through their pipeline for the product they are paid to sell.
Ronen Vengosh
At Egnyte we have a pretty detailed process around partner launches. I can provide our launch checklist as a starting point we can build on together.
Jenna Earnshaw
the launch checklist would be awesome to see! is there a direct link or easier to send over?
Ronen Vengosh
I'll find it after I'm done with my meetings and share a link in this channel.
Sunir Shah
That would be killer. Please and thank you. simple_smile
Bradley Blinn
Hi Ronen, able to find the checklist? TIA
Ronen Vengosh
A little late, but here is a marketing launch checklist document that we use at Egnyte. Obviously, we don't go through every activity for every partner, but this is a super-set of activities that we choose from: https://docs.google.com/spreadsheets/d/14Gfynb_1gGzemKoCgh9Rh-ntM11jghENu0cu7qqNxTM/edit?usp=sharing
Bradley Blinn
The checklist is a great idea. The spirit behind the 12-month goals that Sunir mentioned is identifying the measurements of success. How are you measuring the success of your partnership program over time? 3 months into a new partnership what should be expected of the relationship? 6 months in, what is happening? Understanding what these metrics are is important because you'll then be able to understand AND RANK your partners based on their engagement level. You'll then know which ones are on cruise control and which ones need some help.....
Robert Rand
I'd say that it's also a good tool for keeping momentum in the relationship. Without long-term plans and communications, whether around sales, marketing, and/or support, it can be easy for the partnership to stop being "top of mind" for all parties.
Bradley Blinn
excellent point Robert. Totally agree.
francesco rovetta
having clear goals when discussing the collaboration, and translating them into KPIs (individual for the each partner and then jointly) make the partnership and its development/growth over time (not to mention the commitment) way more effective
Bradley Blinn
I've been involved with Partnerships for many many years. I thought it would be a valuable conversation to have here with CSA members because most content found on the internet speaks to how to create a partnership program and how to target potential partners. There doesn't seem to be a lot on good content out there on the internet that speaks to tracking and measuring the performance / success of one's partner program. If we can collectively document our knowledge, it would be a great playbook for anyone involved in partnerships.
Sunir Shah
I braindumped tactics in this thread. I’ll build a doc afterwards based on this conversation. Please add to it. simple_smile

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1561050760105200
Sunir Shah
What process do you have to communicate a new partnership to your own customers? Does anyone have a written process?
Sunir Shah
Also, does anyone have a repeatable process to keep up with partners and partner opportunities? Or is everyone doing it ad hoc?
Chris Lucas
There is a business/app idea simple_smile Hardest part of BD
Sunir Shah
Like Crossbeam, but with alcohol? beer
Chris Lucas
I thought that’s what this group was?
Eric Chan
There have been partner platform companies, but not very impressed
Ronen Vengosh
We've looked at a few of them, but nothing really impressive so far. I've met a few entrepreneurs who have looked at developing solutions for the space, but I think they all came to the conclusion the market is not large enough.
Ronen Vengosh
We've automated our process for tracking partner generated opportunities through our CRM - and we measure the performance of the partnership team, in part by our ability to support a partner generated opportunity pipeline; as well as our ability to refer opportunities to our partners.
Sunir Shah
@here Thank you everyone for another great weekly Q&A. Feel free to continue to ask and answer questions.

Let’s keep it up. Add your burning questions and vote early, vote often to our Votum list below.
Jenna Ochoa
Does anyone here have an Agency Partner program that they really admire? Looking for inspo eyes
Sunir Shah
Instapage is pretty well developed. Paging @Adit Gupta
Aaron Hayes-Roth
Hubspot has a great one, courtesy of Kevin (former AMA guest).
Jenna Ochoa
@Aaron Hayes-Roth agreed! I participated in and reviewed that specific AMA with my team. He had some good insight for sure.
Adit Gupta
Hubspot, Optimizely come to mind. @Jenna Ochoa - I have built out the agency channel program here at Instapage, we are in still in active optimization mode but happy to collaborate and share our challenges/learnings and wins.
Jenna Ochoa
@Adit Gupta that would be helpful, thanks! I just reviewed your landing page and program explanation. Can I connect with you via email?
Alex Glenn
I’ve always been a fan of what @Tyrone Lingley built. His planning was intense. Podcast with detailed breakdown of how they did it coming soon @Jenna Ochoa
Jenna Ochoa
@Alex Glenn wonderful! Where can I find the podcast?
Alex Glenn
That episode and Jay McBain's are not going to be out for a week or two unfortunately. But I will make sure you get it Jenna simple_smile
Jenna Ochoa
Thanks in advance!
Sunir Shah
@here Thanks to yesterday’s Q&A, I’m writing up an organized checklist of tactics to launch a new partnerships to publish as a CSA resource. If you have 2 minutes, can you help me brainstorm in this Slack thread here please.

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1561050760105200
George Kyriakis
Naive question here and apologies if I missed it - when you say launching a new partnership, are you limiting it to an integration based partnership? There a different types, that's why I ask - Reseller, Referral, Co-marketing. Or is it any of the above? Depending on the answers, I have different KPI's that we measure here at FreshBooks as we have all of the above.
Bradley Blinn
George, i was seeing things through the lens of an integration partnership. With this type of partnership, I think you will still be involved in Referrals and Co-marketing. I suspect there's a lot of cross-over across the 3 types your listed. Would be interesting to flush out what aspects / activities are mutually exclusive. .. . . . . Hope this helps for what it's worth.
Jenna Ochoa
Hello everyone! I've been asking for inspo regarding partner program 1 pagers/explanations lately. Today, I'm wondering if anyone has seen an exceptionally good partner program video explainer. Thanks for your continued help! hugging_face
Sunir Shah
Did you get any replies? We should create an asset on the CSA blog about this. I haven’t ever seen one to be honest, but I have to create one for AppBind myself.
Jenna Ochoa
Hi @Sunir Shah - I didn't confused
Sunir Shah
I’ve seen some in the IT/MSP channel but they are acronym centric and a horror of graphic design.
Jenna Ochoa
I do like the idea of creating a hub for assets in the group! I did receive a few replies to my 1-pager request. Maybe you'd have better luck if you asked re: video since more ppl know you
Sunir Shah
@Jenna Earnshaw you’ve been paged.
Jenna Earnshaw
Hey @Jenna Ochoa yes! General resource hub is a priority. I'm going to DM you on 1 pagers and see if we can bring those together
Jenna Earnshaw
also if you're opening to sharing a referral / resell agreement you have thats another resource type we are looking to bulk up
Jenna Ochoa
@Jenna Earnshaw OK! I'm actually in the process of developing all of this for my team that's why i'm looking for inspo. But happy to share when I have something ready
Jason Breed
@Sunir Shah @Jenna Ochoa just saw this. here is a 1-pager we use. I do not have a video explainer. Have not felt the need yet.
Jenna Ochoa
thanks @Jason Breed!
Sunir Shah
@here Hey folks, our weekly Q&A is coming up again Thursday 10am / 1pm PT.

If you have a topic you want to discuss, please add it to the Votum list below and vote up the topics you also want to talk about.
Sunir Shah
@channel I’m very excited to announce that tickets are now on sale for our one-and-only, 10th annual SaaS partnership conference, SaaS Connect, April 15-16, 2020 in San Francisco.

Get your super early bird tickets (40% off general admission).

Now we have a date, that means we’re calling for speakers. Please submit to speak, early and often. simple_smile

Conference details + registration http://saasconnect.org

Have you learnt something about cloud software partnerships? Submit to speak https://sbweb.formstack.com/forms/sessions
Rob Spee
Awesome @Sunir Shah Looking forward to another great SaaS Connect!
Sunir Shah
Thank you. simple_smile
Luke Miller
Nice work as always. simple_smile :+1:
Sunir Shah
Anyone here work with Workspan.com? I’m trying to wrap my head around their platform as a channel management tool.
Dustin Avol
I’ve spoken with them, but not used their platform. https://allianceaces.com/best-practices/dustin-avol-finding-the-win-win
Sunir Shah
What is their target market? They seem to have customers like car manufacturers and Nokia.
Sunir Shah
Seems very Microsoft aligned?
Jake Wallace
You assessment is accurate @Sunir Shah. Very much aligned with Microsoft
Chris Lucas
Posted this in the #pr slack channel as well, but a good article for this @channel - Good read from @Sunir Shah on Leveraging Partnerships to Shortcut Content Development - https://www.devprojournal.com/business-operations/marketing/leverage-partnerships-to-shortcut-content-development/
Sunir Shah
Thanks for lining that up for me. simple_smile ++ BLASTmedia
Sunir Shah
Remember folks, BLASTmedia is providing these opportunities for any member. Just hang out in #pr an jump on it
Sunir Shah
@Chris Lucas maybe you should always cross-post in #general as well; #pr may be focused on PR opportunities but #general has the most attention
Chris Lucas
Agreed, I will with articles etc that are pertinent to the group. Don’t want to inundate folks, but thought this was a good one for everyone since this is a hot topic for driving demand around our partnerships.
Sunir Shah
especially good for the hot PR opportunities
Sunir Shah
this one was an open call; but I think I was the only one savvy enough to reply
Sunir Shah
I was reading last night on the value of PR; it matters a ton for strategic partnerships actually. Why? Potential big partners don’t want to take a bet on a podunk unknown startup.

A stream of media hits is a signal you have standing in the market.

Members should take advantage of these opportunities, even if PR isn’t your game. It takes a few minutes to reply whenever BLASTmedia drops an opportunity.
Jenna Ochoa
@Sunir Shah pardon my ignorance: where are you seeing opportunities available from BLASTmedia? It's my first time hearing of it so I'm curious.
Sunir Shah
The #pr channel
Jenna Ochoa
ah, gotcha - ok just joined simple_smile
Jenna Ochoa
thanks!
Sunir Shah
Not your fault; we’re getting better at talking abou tit
Jenna Ochoa
And they post open calls in the channel from time to time?
Sunir Shah
Aye
Sunir Shah
Basically, opportunities come up in their own client work that are not good fits for their current clientelle, but interesting for us.

A good way for them to show off how plugged into the b2b saas media landscape they are and hopefully win you all over as clients. win-win. simple_smile
Jason Sew Hoy
This is top of mind for me @Sunir Shah. Does the media care about partnership launch announcements? Or is it more impactful to do a momentum style release showing tangible results, like '99designs API comes out of beta with X and Y as first partners'?
Sunir Shah
It has been a while since I did PR for integrations. My impression is that professional media doesn’t care exactly because integrations are common now. But you can make news about it by spinning it; doing a big deal; bringing data; doing something spectacular. However there is a lot of amateur and pro-am media to publish through.
Sunir Shah
Like blogs, podcasts, social media, experts with newsletters etc
Sunir Shah
Saul Colt (experiential marketer), Rayanne Langdon (social media marketer) and I (partnership marketer) were collectively a PR machine at FreshBooks; I leveraged the PR engine to build our integrations program on the cheap.
Sunir Shah
@channel Tomorrow at 10am PT / 1pm ET we’ll be having an open Q&A discussion about “What are some ways you can drive partner behavior through ISV marketplace partner program?“ Thanks @Kapil Gupta
Sean Matthews
Love this one, will definitely poke our heads in simple_smile
Alex Glenn
That’s sounds awesome @Sunir Shah!
Alex Glenn
@Chris Lucas we do a lot around that topic on the podcast - strategy around creating partners out of typical media buys. Check out the latest from Channel guru Jay McBain: https://www.linkedin.com/feed/update/urnliugcPost:6549684339263844352
Chris Lucas
Thanks for sharing @Alex Glenn will check it out
Sunir Shah
@channel TODAY. We’ll be hosting our weekly Q&A here in half an hour (10am PT / 1pm ET). Today’s topic, thanks to @Kapil Gupta:

“How do you drive partner behavior through your ISV marketplace partner program?“

For everyone wondering how to build an ecosystem of integrations into your product efficiently, today is a good day to join us. simple_smile
Sunir Shah
@here Let’s kick off our weekly Q&A!

@Kapil Gupta asks, “How do you drive partner behavior through your ISV marketplace partner program?“

If you have questions, now’s the time to ask the community. Everyone is welcome to answer, but please use Slack’s reply function so we can keep answers organized.
Vishal
may i ask what is ISV?
Sean Saint
What are effective Carrots and Sticks for your partner program?
Sunir Shah
Please move questions out of this thread. No one can see them here. simple_smile
Michael Kovacs
Not sure if “drive partner behaviour” means getting more partners listed on the marketplace, or managing their behaviour throughout the process (ex. managing submissions). To answer the first, understanding the partner’s incentive is important, don’t just assume you know, for example, that it must be revenue. Actually interview them (5-10 partners). On the other side of your partner is their core business, if you align with their goals as a business they will continue to invest in the partnership. Can be more specific if you like,
Sunir Shah
@Vishal asked, “what is an ISV?”
Sunir Shah
A lot of our industry jargon is from the early 1980s and makes no sense if you think about it deeply. It means “Independent Software Vendor”, meaning independent of the mainframe computer that is sold alongside of the software.

That is clearly nonsense in 2019.

What Kapil means is another software company integrating into TalkDesk.
Vishal
thank you
Justin Eddy
:+1: the term tends to include software vendors that build add-ons on top of a platform API, not just stand-alone software
Sean Saint
What are effective Carrots and Sticks for your partner program?
Sunir Shah
David Barrett, CEO of Expensify, put it succinctly. He wants @#$!ing data and @#$! leads.

I think that is pretty much the answer. You need enough to build a compelling use case for your mutual customers. And you as a partner need to be efficient at selling this new integrated use case to customers, so your ISVs can grow their business on top of you.
Sunir Shah
However, I’d be curious how other people market that they provide great APIs and also a great opportunity to reach new customers by integrating.
Michael Kovacs
Data and leads are important but I don’t think they are the only ones. direct revenue (later on), the actual integration functionality and the value for the partner of being associated with what is usually a larger platform matter as well.
Michael Kovacs
For marketing, APIs usually seem to focus on actual tools (Ex. sample code) and great gettgin started guides to easily use the endpoints. For opportunity, a case study is pretty obvious but I like when companies actually match-make with an early partner with an end customer in a single case study. So for example, an early access partner will build an integration the platform knows has been requested, then the platfrom will reach out to a customer for them to be a beta tester for the integration, and then (if all goes well) write a case study on how the partner and customer succeeded together.
Sunir Shah
I brainstormed with Kapil yesterday. Here are some of his follow-up questions…
Sunir Shah
@Kapil Gupta asked, “What should I consider while designing a ISV marketplace partner program to drive partner behavior?”
Justin Eddy
I think most programs end up with tiers or levels of partners that helps them to see how they grow the partnership over time. Just like any program there should be clarity on who is at what level and how they level-up. Since it feels most partner departments are understaffed they ISV will need clear guidance on what joint GTM opportunities are available to them, what those require, and what they can expect to get out of those activities.
Michael Kovacs
One thing I don’t think platforms focus on enough when designing programs is being very clear about what is expected from partners. For example, will they be submitting assets to your marketplace, will they have to test and maintain functionality, what are minimum requirement, etc.
Sunir Shah
@Kapil Gupta asked, “What rewards/incentives we can offer to push them to build integrations and invest in joint GTM?”
Justin Eddy
Not uncommon for the platform vendors to fund/build the integrations especially if they are a strategic partnership. For building out a robust ecosystem however you can't fund all the integrations.

A lot of the ingredients I see here are useful APIs available, clear documentation on how to use APIs, developer support / relations to help with APIs, even some use case encouragement for needed user functionality.

Outside of that of course you can offer a robust partner program that offers further awards, recognition, GTM support, and executive alignment for building meaningful stuff on your platform.
Michael Kovacs
+1 for @Justin Eddys comment on starting with some first party integrations, almost every successful platform or marketplace does this even if it isn’t obvious.
Sunir Shah
@Kapil Gupta also asked, “How can we offer value to partners to motivate them to build on top of our platform other than just the revenue?”
Jenna Ochoa
Maybe structuring a program where you offer certain benefits to integrated partners. Co-marketing initiatives (webinars, joint case studies), events, etc. for specific tiers of integrated partners
Sunir Shah
Do you tier your integrated partners?
Jenna Ochoa
@Sunir Shah currently we have an internal tier - it's not external facing to the tech partner yet
Richard Bernstein
I would ask do you break revenue down into new new vs renewal. One of our big value props is an integration with us will help with retention. we all know in SaaS that churn will kill you
Jenna Ochoa
For example, partners might be a candidate for a joint case study, but if they are higher tier, we will do the work. If they are lower tier, we will promote.
Sean Saint
What about adding reviews into each partner listing?
Sunir Shah
When I was running integrations at FreshBooks, we made it obvious we would drive a lot of marketing activity for every new integration… that met our standards. It was a great carrot and stick.

How did we prove it? We showed it. We marketed our integrations very actively and loudly and this attracted others to integrate with us.

We also had an extensive checklist of marketing tactics on launch; which was last week’s Q&A.

Talking about revenue directly was never worth it. I can’t guarantee results; I found that the quality of the integrated partner’s execution varied wildly. All we can do is tell them what works and what didn’t, and refuse to launch things that we thought were low quality… even if those conversations were not well received by the partner.

But it worked. Customers were excited to learn about new integrations with FreshBooks and that kept the lead flow machine working for partners.
Sunir Shah
@Sean Saint reviews are a double-edged sword, but you should definitely have them to prove 3 things:

1. there are active and engaged customers on your platform;

2. that quality matters to your customerbase and there is no point building a crap integration; and

3. ultimately for your customers they want to find your integration directory a valuable time saving, productivity enhancing resource. Reviews get them the right answer faster.
Michael Kovacs
These answers are great and agree with @Sunir Shah to not focus too much on revenue, especially early. Something I think is underutilized is help from a developer and partner relations team on actually building and improving the quality of the integration. Xero, Stripe and Shopify are great at this, they actually get their hands dirty, Ex. Help with how to implement their APIs for your specific integration. Does take more resources though.
Vishal
At what stage in SaaS should one consider of having their own ISV marketplace partner program?
Sunir Shah
Do you have an integration, even one you have built? You have to market it to your customers. Put up a landing page first. When you have a few, put up the standard trophy case of integrations.
Vishal
Yes we have 7-8 integrations. Thanks will do
Sean Matthews
Also, “ISV marketplace partner program”… lots of room there for what that could mean.

The most basic would be “Want to Partner? Here are some things we do with our Tech/ISV Partners… ” list out some basic offerings (email, webinar, GTM) and say “Contact us”.

As you get to some scale where exposure to your customer base or audience (if your audience is > customer base) is attractive, you can start making that program more robust and tiered etc.
Sean Matthews
On the flipside, similar muscles for looking for other marketplace programs to tap into. No reason you can’t coordinate your own efforts with, say, HubSpot or Zapier’s
Sean Matthews
(assuming you have a listing/app/integration there)
Michael Kovacs
Usually depends on the company, but we like to look for the right “ingredients” (the term we use) which are usually early inbound interest from possible partners, an available (or soon to be) API and a person or team (or will be hiring them) to manage partners.
Vishal
thank you all, this is helpful, our product is CallHippo which is a telephony product for global sales and support teams
Rob Spee
One of my recent podcasts was on this very topic: https://robspee.com/avanish-sahai-5-myths-application-platforms/
Tyrone Lingley
If offering co-marketing is an effective "carrot", how do you effectively promote these activities without exhausting your audience from seeing integration after integration announcement + all of the other marketing activities you have going on? Does anyone find it's better to create fewer, deeper, more invested partnerships than trying to scale a big marketplace?
Jenna Ochoa
@Tyrone Lingley we adhere to a specific schedule when it comes to sending integration content to our list. Integration announcements can come in various forms and can be presented in different ways - hopefully, not exhausting your audience. (blog post, webinar, in-app notification in your own product)
Tyrone Lingley
So you're limited in the number of integration partners you can co-market with in a given year.
Justin Eddy
Perhaps more generally – how do you offer effective co-marketing at scale? If you end up with 100 ISVs and only a few partnership managers, how do you keep partners happy and engaged in GTM on your integrations....

The most common stuff I see is just that the long-tail get ignored disappointed And a handful of strategics get most of the opportunities. Makes sense that you just can't scale the in-house support for GTM and partner management.

Other programs offer a co-marketing portal - which is stuffed with template add-your-logo-here campaign assets or playbooks... most partners don't use those either.
Sunir Shah
Sell your customers the problems, the use case, the solution and finally the software that fulfils.

The most boring integration announcement is “Hey, XXX integrated with us.”

For instance…

“A landing page is static, but your website is a living store. Showing new potential customers that other people have recently made a purchase helps create momentum.

Beekeeting SalesPop is a new tool that shows recent purchases to customers to provide that crucial social proof that real people are buying from this site.

With their new integration with Unbounce, it is easy to show recent Shopify purchase directly on Unbounce landing pages.”
Sunir Shah
Your integrated partners are supposed to be more evidence that your product is the best at solving your custome rproblems.
Jenna Ochoa
@Tyrone Lingley yes but . our dev resources are also limited so my expecation on quantity isn't high
Michael Kovacs
@Tyrone Lingley It seems companies now are deliberately separating out “strategic partners” that are very high touch at one end and then ISV’s and third party developers via a marketplace. You’re right you can’t co-market every ISV, but if the exception are set early on that can help. Example is Intranet software Igloo, they have a large strategic partnership with Microsoft and separately have a marketplace
Michael Kovacs
To be open and fully disclose, Igloo is an OpenChannel customer (where I work)
Richard Bernstein
What are people's thoughts on Marketplace's that charge you to integrate?
Rob Spee
That depends on the marketplace and what they're are charging. Vendors do have a cost in supporting partners on their marketplace. I'd look at what type of return you can expect to get on the investment. And what kind of support do you get from the vendor to help you be successful?
Michael Kovacs
Is definitely the exception, revenue share is the most common. It also depends if you are monetizing via sales directly on your marketplace or not. That said, it can be a good amount of friction to ensure partners care. Test the idea with partners. Some marketplaces that charge listing fees also only charge for things beyond basic listing like being “featured” or actual co-development resources.
Sunir Shah
@here Thank you all for another great Q&A this week. Feel free to continue the discussion and reply.

And please add your questions and vote on the topics list below. simple_smile
Sunir Shah
Hey folks, we have a lot going on at the CSA. I’d love feedback about how we can reduce any noise and increase the signal in how we’re communicating with you.

In the background, I’m building up even more member services. So I figure now is a good time to check in. I’d appreciate your thoughts here or in a private message.
Michael Kovacs
Since the Q&A was on marketplaces this week, thought a few examples of lesser known successful marketplaces and then a great list (I didn’t create it, huge thanks to whoever did!) of SaaS app stores and marketplaces may be helpful to everyone! - To be open and disclose, a number of the links below are OpenChannel (where I work) customers

Examples: https://integrations.salesloft.com/ https://marketplace.sportsengine.com/ https://marketplace.digitalocean.com/ https://apps.meraki.io/ https://marketplace.veeqo.com/ https://marketplace.servicetitan.com/

List: https://docs.google.com/spreadsheets/d/1-wMQWNpgOmTqr2QuUBb7EjvttWROZJIRvIvJAysyvTQ/edit#gid=0
Tom Elliott
@Sean Matthews
Sean Matthews
Clement from Point 9 Capital had some writings and aggregation as well
Sean Matthews
Those are the articles that lead to his spreadsheet @Michael Kovacs
Sean Matthews
Curious if @GJ - Apideck has a list as well?
Michael Kovacs
Thanks @Sean Matthews!
Michael Kovacs
beyond the spreadsheet, those posts are great too
Jake Wallace
@Kyle Spencer Can you give us more clarity on this post? ^
Kyle Spencer
My apologies, my two-year-old wanted to share with the group. :)
Sunir Shah
lol
Sunir Shah
I’m so glad it wasn’t a stream of poop emojis and jet planes.
Sunir Shah
iPhone app spam
Sunir Shah
@here Hey folks, we won’t be doing our weekly Q&A this week since most of North America is on holidays. flag-ca flag-us

However, please continue to add your questions to the Votum list below and vote up good questions. We’re now only 2 pages of questions. simple_smile
Eric Chan
Happy Belated Canada Day!
Sunir Shah
Thank you! It was a glorious weekend at my in-law’s cottage, like proper Ontarians. I married well.
Sunir Shah
@here I’m considering inviting a very good sales + BDR agency I know to do a AMA on how to set up a sales process here in Slack. It seems to be a perennial question, but I want to make sure there’s enough demand.

If you’re interested in learning more about how to set up a working sales process, especially top of funnel, tactical and strategic, please give me a quick thumbs up on this comment.
Sunir Shah
Happy July 4th. flag-us
Sunir Shah
Also known as the Canadian Day of Catch Up Work. simple_smile
Sunir Shah
Hey folks, thanks for your feedback on the sales + BDR agency AMA. I’ll try to line it up. simple_smile
Sunir Shah
appropriate since I am currently learning DashDash (thanks @Nadja Benes!)
Sunir Shah
what an amazing contact research tool
Sean Saint
I completely agree. I’m using DashDash to build a prospect list and it is saving me hours. Thank you @Nadja Benes!
Jenna Ochoa
I just added a question specifically about agency partnerships, so if anyone else is interested in learning about this, please upvote! (It's on the last page in the Votum Poll list Sunir posted.)
Sunir Shah
++ Lobby often, vote often. simple_smile
Sunir Shah
Hey folks, we’re working on splitting costs on an cocktail party during INBOUND this year to reach Hubspot agencies. Chargebee and Typeform have expressed interest.

Please reply if you’re interested enough to get more details.
Scott Rogerson
I'd be interested in exploring options. Thanks!
Jenna Earnshaw
PartnerStack is
Tori Barlow
Hey everyone, we're talking with SugarCRM and Cambium Networks who will share their insights on measuring channel performance. If you want to hear and ask questions, join our roundtable on July 23 at 11a PST|2p EST. https://zoom.us/webinar/register/6115621906403/WN_2yQZaLYvTwyTXqYZzEvbQg
Sunir Shah
@channel Join us tomorrow, Thursday 10am PT / 1pm ET for our weekly Q&A, “Why isn’t my partnership working? And what do I do about it?”

I’ve had a dozen conversations this past month with the community about this topic; seems like a big challenge.
Caitlin Albritton
@Sunir Shah Hi! I'm new here but would like to join this weekly Q & A - how do I register? Thanks in advance!
Sunir Shah
Hey Caitlin, just be here in #general tomorrow at 10am PT
Thomas (SaneBox)
looking forward to it simple_smile
Jenna Ochoa
hey Steve! Our VP of Partnerships, Jamie (you guys have met I'm pretty sure!), has been a great example to me of how to always have a mindset of "giving back" to partners. It's always on the top of her mind on how we can provide value to our partners and she facilitates these conversations very well to uncover how we can help partners succeed and what's important to them. Not sure what skill that translates to, exactly, but thought I'd chime in anyway simple_smile
Steve Deckert
Agreed that Jamie is incredible at giving back. She's been super helpful to talk about strategy with!
Addison van Gulden
There is no one most important skill IMHO. Its something like: 1 part business / 1 part product person / 1 part communication, balancing, empathy skills & 1 part ability to think long term or produce under unclear KPIs
Steve Deckert
Strongly agree with your point "1 part ability to think long term or produce under unclear KPIs" - we're often the ones defining KPIs of a successful partnership _for_ the org
Steve Deckert
Would love your thoughts!
Scott Brooks
Learn how to talk with people, not too them.
Sunir Shah
If you can’t do win-win-WIN deals, where the mutual customers win the most, you are going to fail at partnerships. Hard nosed negotiators have short partnerships careers.
Jamie Tharp
Totally agree w Sunir on this. @Steve Deckert and @Jenna Ochoa -- I appreciate your kind words. My mantra on partnerships is alot like what @Sunir Shah said: 1 + 1 must always equal at least 3.
Jamie Tharp
Rule 2: always give back, otherwise it's just a sale and not a true partnership
Chris Lucas
Also, someone who can see all sides of the business, from Product, to Marketing, to Business (Revenue) benefits. They don’t have to understand thoroughly all aspects but should be well-versed in all of those arenas
Sunir Shah
@channel REMINDER. Today at 10am PT / 1pm ET (in an hour) we’ll have our weekly Q&A on Why isn’t my partnership working? And what do I do about it? right here in #general
Alex Glenn
This should be a good one!
Eric Chan
Ghost Chili...
Alex Glenn
Spicy @Sunir Shah? Like a Picante Q/A
Sunir Shah
10 minutes folks. Get your questions ready.
Sunir Shah
Find your inner frustration about a failing partnership and turn it into a something we can all learn from. simple_smile
Sunir Shah
@channel It’s our weekly Q&A time! Today’s question thanks to WAY TOO MANY PRIVATE CONVERSATIONS man-shrugging is

Help! Why isn’t my partnership working? And what do I do about it?

Please ask your questions of the community here in #general and if you have an answer, please reply.

Channel your inner frustrations and let’s learn something as a community about dealing with partnerships gone sideways. simple_smile
Eric Chan
I think Partnerships are not always run like a Sales process.
Eric Chan
Also, not as many purpose-built tools before. So stitching together a few to force fit it to work
Steve Pereira
'Before', have you found something good recently?
Steve Deckert
I'm interested to hear what tools are working well for people.
Jake Wallace
Me too simple_smile
Eric Chan
i have started to explore
Eric Chan
I think it depends on what type of partners you have and what kind of collaboration/communication you're trying to achieve.
Steve Deckert
What do you use for channel partners @Eric Chan?
Eric Chan
We have a rather wide range of partnership types that range from resellers and SIs to tiered ISVs
Steve Deckert
What do you use for your resellers & SIs?
Eric Chan
Right now, we are looking at a whole bunch of tools. For contracts, we are looking at a better solution than a simple docusign...like GetAccept
Eric Chan
We are also looking at a self-service partner portal, haven't decided yet
Eric Chan
We area also looking at leveraging more in Hubspot as our CRM
Eric Chan
for resellers, depending on how sophisticated, we are looking at a referral program for individuals using refersion
Eric Chan
then for larger deals, just using the sales teams to drive that and they have their own process
Steve Deckert
Interesting. Yeah we're looking at a PRM for our channel partners that includes deal reg, referral links, etc. We have a homegrown one right now but maintaining & improving it has become cumbersome.
Eric Chan
@Steve Deckert that is the fear that I have too...scale will crush us
Sunir Shah
Paraphrasing some conversations this month: 1. My partner isn’t sending me leads. What do I do?
Steve Pereira
This is the big one I see and hear about a lot!
Sunir Shah
For what it’s worth, I’m writing up the partnership launch checklist from our Q&A on June 20; it’s good to have a marketing plan in place that is clear and objective.
Sunir Shah
I will say when I was at FreshBooks and the bigger company, we were really really good at driving sign ups of our partners which is why people loved to integrate with us… for free.

I see so many SaaS companies not take their opportunity as a channel seriously and it is such a waste.
Jamie Tharp
I like to establish mutual goals at the onset of any partnership. Example: I want leads from you and you want leads from me. What are our 3 main ways we plan to do this? comarketed events? training sales team on 3 questions they can ask to uncover new leads for you? Set 1-3 tactics and agree to track progress towards goals that map to the tactics agreed upon.
Robert S
Depending on size of organization and length of partnership I find this common. Expectations and measurements should always be in place. Nothing worse than false promise, only to eventually fend for yourself in the end.
Sunir Shah
On the other hand, we got really good at quality control. Integrated partners who did not listen to us about messaging, position, UX, landing pages, beta customers had a crappy launch.

We knew that good integrations could get 1% of our customers to sign up from the launch communications. But to make that work, you had to be spectacular for our customer base. Solve a real problem, show some real elegance, and prove commitment to customers.

It wasn’t hard, but so many companies expected us to do all the heavy lifting. As if we were responsible for their product/market fit. It made no sense and they suffered accordingly.
Jamie Tharp
Totally agree w Robert. I like to do things like this: Hi mr. partner, you want leads. I'll be upfront: we are awesome at driving leads from downloadable content but bad at leads from warm intros. Can we agree we will focus on the content driven leads? (that's jsut an example, but say what you can do, what you can't do, and then agree on tactic to achieve the goal)
Sunir Shah
After a few failures, we refused to launch partners who didn’t put in the effort.
Eric Chan
I think one approach is to think about segmenting the leads, either by vertical or revenue...that way, you can ask for small tests, then as it repeats, widen the scope
Josh Baumrind
I agree with Jamie's points...most partnerships are driven by the desire for leads. Also, Sunir has a good model for validating IF the partner will be successful. Over my career, I've created a partner qualification checklist which proceeds all partnerships. When done right it mitigates considerable risk (some of the questions in this forum) and give a higher chance of a successful partnership. Here is the nutshell...
Josh Baumrind
Before any partnership, score yourself and your partner prospect on the following:

1. Target Market Alignment First and foremost, for a partnership to be successful, it’s critical that any potential partner services the same market as yours. This seems obvious, but many organizations refer to company size in terms of enterprise, mid-market, and SMB, but each typically defines these groups differently. So quantify your definitions are the same…and it could be defined by any of the following: number of employees, dollars of revenue (either online or total), and also geographic.
Josh Baumrind
2. Complementary Product/Services & Synergy in the Value Chain. Naturally, your partners should be complementary, this seams obvious. So, the key here is when you find partners who occupy different areas in the software value chain or offer professional services that complement your solution. Ask the following questions: -What is the synergy of our combined solutions and is this a “must have” for mutual prospects/customers. You can do this by asking/researching some of the following. -Do we currently have mutual customers? Is so, that’s a great indicator of synergy. As those customers the value… -If we partner, what is our value to the joint customer? For example, have we removed friction from the customer experience OR does the joint customer increase their NPS or LTV.
Josh Baumrind
3. Existing Partner/Alliance Program Finally, I like to determine whether the potential partner is serious about partnerships. A great indicator is when they have a program in place and an executive responsible for managing it. When there is no dedicated executive, the program becomes a distributed responsibility — typically to a salesperson or marketing team or other overworked executive, where managing alliances is just a small portion of their job scope. This has the potential to be an issue and an indication that the partnership may not be a fruitful one. Don’t get me wrong, we all wear many hats at work, so ultimately, I am looking to understand who has both the time and executive responsibility to prioritize joint efforts and make important decisions. Then, as I build the partnership with this exec s/he and I are peers “building a business together”! As Jamie suggested, this leads to cadence calls to align, project/program manage our business, and discuss/resolve any potential issues.
Josh Baumrind
Finally, as you quantify this value above, it will show which partnerships have the best chances of success, then you can allocate your time/resources accordingly.
Sunir Shah
2. My partner isn’t executing on their commitments. What do I do?
Jamie Tharp
Are the commitments mutually agreed upon? All commitments should have these elements: mutual agreement on what's important, mutual agreement on commitment, mutually agreed upon method of regularly tracking accountability to commitment. I'm a big fan of regular meetings with a shared agenda doc that has each commitment as a recurring agenda item.
Sunir Shah
A+. It’s a project; “Project manage your partners.”
Eric Chan
I like the idea of C-Level QBRs as well as Monthly Partner reviews with your counterpart
Michael Kovacs
May be a less popular viewpoint, but we’ve noticed (in ISV/integration partnerships) that partners who don’t execute on their commitments (assuming those commitments are reasonable) is a good way of filtering these partners out, and focusing other higher value ones. I think the “project manage your partners” can be seen similar to any other project - you want to know what’s goings on but if you’re constantly reminding/following up, it’s not working.
Sunir Shah
3. My partnership is dying in legal. What do I do?
Sunir Shah
Lol, I love there is no response. Everyone is afraid of lawyers.

I’ve done all sorts of things in this situation. First, always have an Memorandum of Intent agreed to by your counterpart before it goes to legal.

Second, fundamentally there is a lack of responsibility. If your partner counterpart lets legal kill the deal, they killed the deal. Whatever contract they send you, they are responsible for. Whatever terms they want changed from the MOI, they need to persuade you to change in good faith, rationally, and for the benefit of taking risk out of the deal for everyone.
Eric Chan
Invest in baseball bats and metal pipes sunglasses
Eric Chan
a more practical way is to create a scorecard ahead of time to get everyone on the same page to evaluate the value creation if the partnership goes through. Early alignment is key for each stakeholder
François Grenier
jumping in late on this one (also seems like you need someone to chip in stuck_out_tongue ), but a good booster for me has been to look at exit paths when the lawyers get worried by a bunch of clauses like liability caps, audit clauses, technical compliance changes on short notice and whatnot (fairly typical in marketplace deals, which are usually non-negotiable to begin with). I ask myself what can the deal bring to our company? and how quickly can we get out if this doesn’t work anymore? Take that to the CEO or leadership person in charge and get a sign off. Basically mitigate risks by keeping the door unlocked. Not perfect, but sometimes the only thing you can have control over, and quite often good enough.
Jamie Tharp
What do you do when you have a reseller partnership that feels more like a vendor relationship? More detail: Primary contacts for the partnership are the Product Team. Product team gates all interactions with the Sales leadership. What do you do to gain access to Sales leadership when the Product team wants to contain you as a vendor rather than a strategic partner for growth? Accept it? Push for more visibility?
Sunir Shah
This is some consultancy / agency that you’re trying to sell through to their end customers?
Jamie Tharp
It's a saas technology partner that already has a legal reseller agreement in place..
Steve Pereira
I've seen this as: 'we'd love to partner with you, buy our x package and you can resell it into your customers'
Sunir Shah
Did you have to do an integration?
Jamie Tharp
Our integration is completed, functional and driving business. Just want strategic contacts outside of the Product Team.
Steve Deckert
Too many "platforms" give you the integration tools and provide no go-to-market in return.
Sunir Shah
@Jamie Tharp did your counterpart have any intention of actually bringing it to the sales team, or did they just sign a reseller agreement because you asked them to, and then they punted it to the platform integrations product team and moved on with their lives?
Sunir Shah
Often it comes down to their objectives. Maybe they just don't care about reselling; they are focused on building the ecosystem.
Sunir Shah
Or they have no power; and they promised what they could not deliver. Did you talk to the sales org before the deal?
Sunir Shah
Did you get buy in?
Sunir Shah
Sometimes your counterpart is just embarrassed about their own fecklessness. They want to do the deal, but can't, and clam up
Jake Wallace
Hey Jamie - was it agreed upon prior to the integration that you would have access to the Sales team post an integration? Why not do some LinkedIn digging and reach out to the Sales manager that way? Another thing is figure out where they'll be headed for conference season in the fall and tag along simple_smile If the sales team is present buy them several drinks and get to know them on a personal level at those events.
Jake Wallace
I had a similar situation with an INT partner and I was able to ask for their conf schedule and then booked travel to attend and do just that. Since then, I've built a great relationship with the sales director.
Jamie Tharp
Hi everyone! Finally came back to read all the awesome responses. I can't be too specific about what I'm looking for insights on, but I believe the main take-away for me is that I had incorrect expectations, and the partnership may be functioning exactly as intended by the partner who initiated it.
Sunir Shah
4. My partner’s boss got on the call and wants to renegotiate the deal. What do I do?
Jamie Tharp
I would probably try to take a step back and ask the boss what their primary goals are to reframe the focus of the conversation. Make sure the boss is not jumping to a prescription before the diagnosis of illness is complete.
Sunir Shah
In this dynamic, there may be some political nonsense because the boss has undermined their subordinate's negotiating position, but they are doing it both aggressively and passive aggressively.
Sunir Shah
It can be done positively, as a point of confusion to clear up
Sunir Shah
Or because the negotiation requires a corp level decision
Sunir Shah
I've seen both negative and positive versions. It's an interesting experience.
Sunir Shah
last one. 5. I failed on my commitments. How do I save my partnership?
Jamie Tharp
I'm a big fan of: 1. acknowledge your failure. 2. explain what you will do to prevent future failure. 3. get acceptance of your new plan from partner.
Eric Chan
Yes. Also, really mean it when you want to tell them that you will make yourself available. I have surprised partners when I respond within 24 hours and schedule a call. It shows the urgency and care about the relationship.
Michael Kovacs
I overcommitted to one recently, felt bad, but first thing on the call was taking responsibility and ownership of what went wrong, and the call and relationship were both fine.
Sunir Shah
@here Thanks everyone who contributed to our Q&A about how to launch a parntership. I wrote up the complete integrated partnership checklist here.

I could use feedback on what I missed, got wrong, could improve so we can keep this as a resource for the community:

http://www.cloudsoftwareassociation.com/2019/07/11/the-complete-integrated-partnership-launch-checklist/
Alli Holt
At a first glance, this is SO helpful - thank you for putting so much work into it! As I dive in deeper, I'll let you know of any feedback simple_smile
Sunir Shah
thank you. simple_smile
Tehsin Daya (Groove)
Great list!
Dan Caldwell
Very helpful-- thanks @Sunir Shah
Sunir Shah
hey @Laura Barthel great to see you here. simple_smile
Alex Glenn
Who are the biggest names in partnerships? (Besides the obvious - @Sunir Shah , @Tyrone Lingley...)

Is there anyone in particular you look to as the example partner program creator?
Scott Rogerson
We recently integrated with @Kevin Raheja (Typeform) and the experience has been fantastic.
Chris Lucas
Agreed - @Kevin Raheja (Typeform) has done an incredible job with that program.
Chris Lucas
You beat me to it @Scott Rogerson
Alex Glenn
Great rec @Scott Rogerson - I'll add kevin to our mentions in this new article simple_smile @Kevin Raheja (Typeform)
Jason Sew Hoy
When hiring Strategic Partnership Leads, does anyone have experience getting shortlisted candidates to do a presentation exercise of some sort? (or being asked to do one?) Interested in format and how you strike the balance of qualifying their ability to structure/deliver a pitch without it being a tonne of work.
Matt Irving
I can help. I've done this in house in hiring SP leads and also helping companies from an investor perspective find the right candidates.
Matt Irving
The key is getting them to articulate an understanding of your market, how they think of partnerships (alliances, resell, etc), and how do they interpret the path forward. I found that if someone could navigate both future state and current state problems would show you who could break down strategic direction and tactical approach. Bake this into the interview for your final round and you'll get a good baseline in comparing candidates.
Jason Sew Hoy
Wow this is such an great fit, it’s uncanny @Cody Jones (Zapier). Would you believe Squarespace was our API launch partner! Really appreciate you sharing this and would love to swap some more notes if you’re up for it.
Jason Sew Hoy
This community rocks!
Cody Jones (Zapier)
Happy to help, Jason. We do a lot of work in this space at a pretty decent scale. Happy to swap notes!
Steve Deckert
Hey @Cody Jones (Zapier) thanks for sharing that skills exercise very helpful for my next hire!
Ankit Dudhwewala
Hi
Ankit Dudhwewala
We have started monitoring feature usage. What % of usage of a feature is good to quality it as successful and let it stay in the app.
Ankit Dudhwewala
To explain the question some features are used by 5% of our customer, other 10%, few feature are used by only 2% of our customers. Now we are trying to understand if we should remove the feature used only by 2% of our customers.
Alex Glenn
This is a great (although loaded) product question (most of the member in here are channel people).

My advice would be looking towards your highest LTV user segments’ usage throughout the lifecycle from onboarding to year 3...

At the account level.

Then look at whom in the users account is using each feature.

Decide based on how early the feature is taken advantage of, how often, and by whom inside your highest LTV users.
Ankit Dudhwewala
Also, in future when we build a new feature what should be the target customer usage after which we can say it was a good decision to build the feature.
Ankit Dudhwewala
Trying to understand industry standard and if there is a industry standard.
Jake Wallace
wave Question for the group: Does anyone have a Partner checklist for co marketing that they use as a guide when chatting with prospective partners? Integration partnerships to be exact. @Sunir Shah posted an excellent Lauch checklist on the blog but, I'm looking to add to that and get more ideas on what others are doing that have worked well.
Jenna Ochoa
@Jake Wallace would be interested in seeing this, too! Can you share the link to Sunir's post?
Cody Jones (Zapier)
@kim kadiyala or @Emily Breuninger might be a good resource for you, @Jake Wallace. We have a bit of a menu at Zapier zapier that we use to evaluate a partner’s resources/channels and then create a launch plan around it.
Jake Wallace
I'd love to see that. @kim kadiyala or @Emily Breuninger feel free to post it here or email me.
Jason Sew Hoy
Would love to see this too!
kim kadiyala
hey there @Jake Wallace and @Jason Sew Hoy wave there's a couple items we know work well to engage users so we encourage partners to lean on examples from the 1500+ apps on zapier and replicate their success. this section of our launch documentation might be handy for you: https://zapier.com/developer/documentation/v2/lifecycle-launch/#7-create-a-marketing-campaign-for-the-integrations-launch
kim kadiyala
behind-the-scenes we work through a punch list like this. essentially prioritizing placements that users will see throughout the user lifecycle, vs one-off mentions on social, blog posts, etc https://zappy.zapier.com/CC3FF6FD-C4C5-478D-AABD-2FAFCF6FA147.png
Rob Balasabas at TubeBuddy
Does anyone here run ads on Spotify for their SAAS?
GJ - Apideck
We’re not, but sounds like a great idea. Can you segment podcast listeners?
Anna Lazar
QQ. Does anyone have any notes/research on the market landscape for boutique service integrators? Looking for really basic demographic data on the players in the space:

Name Revenue Employee Count HQ Market presence Geo Industries serviced Capabilities

Trying to build a simple matrix for my team to drive long term strategies/prioritization. I have a gut feeling that other folks have researched this type of info before, hoping to save some time.
Sunir Shah
How do you define “boutique service integrator?” Examples?
Anna Lazar
Really trying to map the landscape outside of the huge names like ACN. Everything from Cognizant at the larger scale down to like Appirio or Bluewolf
Alex Glenn
I have a team doing this as we speak for the retail commerce industry @Anna Lazar - if you let me know more about the goal, maybe there is something we can provide you. Is it for a white paper, or for outreach/sales... DM me simple_smile
Sunir Shah
Hey folks, I’m talking to a couple of development agencies about building a knowledge pool of using outsourced development.

As business development leaders, we often don’t have core development available. I found working with agencies to be a core competency in my career, but high risk.

How many of you work directly with outsourced agencies? How many have struggled? How many are considering working with agencies but don’t know how to take the risk?

If you have agencies you like, would you be willing to do a case study?

Answers to any of the above, please reply to this comment. simple_smile
Sunir Shah
@channel Reminder our weekly Q&A is tomorrow, Thursday 10am / 1pm PT. Please add to and vote up topics in the Votum list below.

Upcoming AMAs

Next Thursday we have an AMA, Darren Carter, Co-founder of RevenueZen to talk through how to build a sales pipeline and BDR.

August 8, we will have Atlee Clark, Director of the App & Partner Platform from Shopify to answer questions about how she’s managed the growth and development of one of the largest app ecosystems in SaaS.
Alex Bass
Are these AMA's video/webinar format? Or Slack text chat-based?
Sunir Shah
Slack based
Steve Deckert
Awesome AMAs lined up here, great work
Sunir Shah
@channel Our weekly Q&A is today at 10am PT / 1pm ET. Today’s topic is How do you manage the long tail of resellers? thanks to @Haley Gallant

For your lower tier, smaller resellers (small deals or few deals), what tools and programs do you use to manage them at scale.

See you in an hour. simple_smile
Sunir Shah
@here 8 minutes until we begin our weekly Q&A on How do you manage the long tail of resellers? (thanks to @Haley Gallant) Get your questions ready. simple_smile
Sunir Shah
@here Let’s begin our weekly Q&A. Haley Gallant, NewRelic (@Haley Gallant) asked How do you manage the long tail of resellers?

Please ask your own questions on this topic below. And please answer questions you can by replying using Slack’s comment feature so we can keep the conversation threaded and organized.
Sunir Shah
To kick it off, Haley also asked, “For your lower tier, smaller resellers (small deals or few deals), what tools and programs do you use to manage them at scale?”
Sunir Shah
@Haley Gallant I’m not going to hide my true colours today. simple_smile This problem is why I built AppBind.com.

The costs of managing SaaS resellers is so painful it has really constrained the growth of the channel.

I spent years trying to build a reseller experience at FreshBooks, but the capital expenditure was egregious, and I could never justify diverting engineers from core product or even core platform work.

Building a reseller portal wasn’t even the right answer because it only solved the problem for FreshBooks : reseller; but resellers need to resell a suite of products to build a whole solution, and I can’t control my SaaS partner’s reseller efforts.

After seeing how resellers use LastPass to manage passwords, it dawned on me the right answer was building a tool for the reseller to manage in a single pane of glass all their resold subscriptions.

Amon Prasad’s talk actually gives a lot of colour on why resellers need this.

http://www.cloudsoftwareassociation.com/2018/10/10/what-a-reseller-truly-cares-about-when-picking-saas-to-sell/
Haley Gallant
Here are a few other questions I'm grappling with: What level do you set as the "long-tail" point? ie. deals below this $ level can self-serve. Deals above this level need to be deal reg'd/approved
Haley Gallant
Thoughts on setting up billing views in product so the customer can't figure out the reseller margin (i.e. partner can see billing info, customer can't)?
Sunir Shah
The problem is when the customer and reseller split company.

If you use the referral commission program to rebate the reseller instead, then the customer sees the list price in your app while the discount comes to the reseller on the backend.

The reseller can use this rebate to offer their customers discount if that’s their competitive position.

If the customer and reseller end their relationship, the customer gets moved to the list price automatically.

I have these flows documented in The easy way to build a reseller program

https://docs.google.com/document/d/1d-08TC6kYtY9eQWEE7r4pd9yn7VDMJfJzErD1_W9Ehc/edit
Sunir Shah
The alternative is to hide the billing from the customer as long as it is a resold subscription.

You’ll have to build into your system a method for the customer to claim their own subscriptions or the reseller to transfer the subscriptions when their relationship ends.

Resellers don’t always make the transfer of their own volition, so you’ll have to arbitrate these break ups.
Sunir Shah
How many people here have a true reseller channel program? And if so, is it open to anyone to sign up or are you limiting it to top partners only?
Haley Gallant
A little context for where we are @ New Relic..... we re-launched our partner strategy just last year. Previously more referral and lead gen based, now moving towards reseller and msp based. So we are in the spot where we have to redesign all our systems/tools and programs to align to the new strategy. Obviously, trying to set up the new system to scale, but right now it's very manual. Would love to hear if anyone else is going through a similar transition and what problems you are facing
Justin Eddy
I've seen that the long-tail partners really want GTM support... they want a growth path to the 'next level', but GTM support is hard to scale to unmanaged partners. Anyone know of a fantastic program that has solved for this? The TCMA portals I've seen are very expensive and most partners don't really engage on template digital assets these portals provide. Thoughts?
Sunir Shah
@Adit Gupta may know. Instapage has done some really strong work on this front.
Sunir Shah
@here We are well on our way to planning a cocktail party at INBOUND. I talked to INBOUND and the venue (inside the conference complex) and it is looking really good.

We can get an official listed cocktail party to reach a target of 300 agencies on the evening of day 2 (Sept 4, 5-7pm).

We need at least 5 more sponsors at $3k. We have Chargebee Typeform Partnerstack and UpContent chipping in so far.

We have done this before. It is an excellent way to test your way into INBOUND or maximize your booth presence with a lead activation asset.

If you are interested just reply and I’ll follow up to talk details. :)
Dustin Avol
each buy-in is $3k or $3k total? Does conference access come with investment?
Sunir Shah
$3k for each chip in. No conference ticket; this is a side event.
Sunir Shah
@Dustin Avol Interested?
Dustin Avol
Possible - we have a Boston location so I’ll put out some feelers internally. Any further info you can share?
Sunir Shah
I can send you an email
Sunir Shah
sent
Sunir Shah
Happy Monday everyone
Sunir Shah
@channel Due to popular demand on how to build a sales pipeline and manage BDRs…

We scheduled an AMA with Darren Carter from RevenueZen (https://www.linkedin.com/in/darrencarter31) this Thursday at 10am PT / 1pm ET.

Please RSVP here https://www.addevent.com/event/xN3750004
Rachel Pardue
Hi everybody! My SaaS startup www.louassist.com was just accepted to Techstarsman_dancing & we're working to rev up the customer discovery process (bc I think we can all agree these sales cycles are rough). If any of you would be willing to take 10 minutes share your experience with user onboarding (pray) please drop a thumbs up!
Cristina Flaschen
Which program? Techstars is great
Rachel Pardue
Techstars NYC! I'm loving it so far
Kasey Bayne (Pocketed)
I'd love to talk more! I also would love to use this for our customers - I'm simple_smile (and welcome!)
Arpit Choudhury
Hey Rachel, I'd love to chat about onboarding. I'm in the process of demoing every product on the market that can help Integromat implement contextual onboarding and increase feature adoption. I just submitted a demo request from
Rachel Pardue
Amazing I emailed you both. Really looking forward to chatting!
Robert Rand
Hey @Rachel Pardue! Great to see that you joined the CSA!
Robert Rand
It was great meeting you at eMergeAmericas and getting to know more about LOU Assist. I think that you'll find that the CSA is a really great community for you to interact with as you test build up your SaaS company... especially because your tools can help SaaS companies cut down their support costs. I hope that folks respond to your request to give you feedback on user onboarding. Additionally, the CSA has been hosting weekly Ask Me Anything (AMA) sessions here on Slack... user onboarding could certainly be an interesting topic to request.
Sunir Shah
@here Reminder tomorrow at 10am PT / 1pm ET…

Due to popular demand on how to build a sales pipeline and manage BDRs…

We scheduled an AMA with Darren Carter from RevenueZen (https://www.linkedin.com/in/darrencarter31) here in Slack

Please RSVP here https://www.addevent.com/event/xN3750004
Sunir Shah
hey @James (Trustpilot) welcome!
Sunir Shah
@channel REMINDER. In 30 minutes, we’ve invited Darren Carter from RevenueZen.com to answer all your questions about building a sales pipeline and prospecting with BDRs.

As the “business” people, almost all of us will face one day in our careers the challenge of getting a sales pipeline up and running. This is an excellent chance to get expert advice.

Please join us here in #general at 10am PT / 1pm ET
Sunir Shah
By the way, a small correction. I misstated the member who introduced me to Darren. It was Barg Upender, Mobomo/Coglide, not SalesIntel. My mistake and apologies.
Sunir Shah
@channel We’re starting our AMA with Darren Carter, co-founder of RevenueZen in 2 minutes.

He’s here to help us all wrap our heads around how to build a sales process to organize a pipeline and prospect with BDRs.

All questions are great. Ask away early and often here in #general.

If you have answers from your own experience, please reply to the comment so we can keep things threaded.
Darren Carter
Hey everyone - I'm Darren Carter, CRO / co-founder at RevenueZen. We help companies build pipeline through outbound, inbound, and social demand gen strategies. Most of our customers are SaaS and tech companies, we're a team of 17, and based in California, Portland, and New York.

We've worked with 70 companies over the last couple years, helping design or run lead gen campaigns for them. The big push this year is helping companies use LinkedIn to amplify all their outbound efforts. Feel free to ask me anything on sales development, outbound, or social selling with your SDR/BDR team!
Vishal
Hi Darren, pleasure to have you, what is a good effective way to setup an outbound team? How should one organize it
Darren Carter
Good question. The first thing you want to do is get an idea of what your outbound needs actually are and hire to that. Don't just blindly hire a few SDRs and expect they'll just automatically start bringing in pipeline. I always start with an analysis of the total contactable lead pool or account pool. If I have 10k accounts that match my ICP, and I estimate that a single SDR can reasonably target 300 accounts per month, that is very different from a situation where I have 1000 accounts in my total market.

If you're just starting outbound, I'd start with 1-2 SDRs while you build out the strategy, then scale from there based on your AEs closing capacity.
Darren Carter
It's always a balancing act where you don't want to over-hire for SDRs or AEs. Too many SDRs and you can end up with too much pipeline that you don't have enough ability to close (burning through your market). Too many AEs with no pipe and you're paying people to sit aroudn (although they should be doing their own prospecting ideally too).
Darren Carter
Have you done any outbound so far?
Vishal
No, I am setting up for CallHippo
Jenna Earnshaw
^ to add to this! Do you use territories ? Verticals? How do you segment your bdr/sdr team?
Darren Carter
Sometimes. Early on when we're just launching an outbound program, we usually keep it pretty open, only adding in territories when you start scaling, after you know more about what the market response is going to look like and you can set quotas effectively.

Sometimes it's geographical territories, other times you might simply have a a target account list that you divide between your SDRs/AEs. This usually comes down to what your market looks like when you quantify it.
Darren Carter
And depending on inbound leadflow, you can either have a dedicated inbound team (if it's warranted), or just give inbound leads to the team.
Darren Carter
For context too, most of our customers are very early in their outbound strategy so territory strategy is usually not a problem they need to deal with yet.
Darren Carter
How big is your current XDR team?
Sunir Shah
I’m afraid of emailing lists of cold emails and destroying my email and personal reputation. Justified? What’s the right process?
Darren Carter
Very justified. First, you want to have a decent data cleansing process in place so you can filter out bad data (reducing bounces). Then you want to test your messages to make sure they aren't too spammy (and setup SPF and DKIM on your domain). https://www.mail-tester.com/ <-- this link helps.

For sales emails, they key is to be as relevant to the target audience as possible. Get rid of HTML. If your email looks like a marketing newsletter, it's a bad sales email. You want the email to be as close to a personal email you might send to a friend or business partner as possible.

And then, don't just spam out the same thing to thousands of people everyday. If you're targeting 1000 people in a month from one person, you don't just send out 1000 emails on day 1, you want to schedule those out so that every day you're contacting 50 new people a day. Keep your eye on bounce rates and open rates. If things start getting out of whack, take a step back to solve the problem before dumping more leads into the process. You also need to warm up new email addresses, making volume on any new campaign lower than when you're fully ramped.
Darren Carter
If you're personalizing every email (meaning you have an SDR write personalization, NOT just inserting automated tags), then volume is rarely a problem.
Darren Carter
The problems only start to happen when you have a rep who is basically just a button pusher.
Vishal
What are effective techniques to close sales on call/video ?
Darren Carter
Ask questions. Give value. Bring up potential objections early, don't put them off until later). Be honest and transparent about what you do and don't do. Your discovery process is absolutely crucial. A couple books I'd recommend - The New Strategic Selling and New Sales. Simplified.

What kind of challenges do you have around closing?
Vishal
People take demos but are not closing after that
Vishal
What is the discovery process that you are referring to?
Jacquie Sandberg (DeepCrawl)
Hi Darren, can you speak to sourcing channel or technical/ strategic partners?
Darren Carter
It's all about the relationship here. I don't have a ton of experience with this area to be honest but in general, the early conversations are much more exploratory, compared to sourcing sales leads where there's a clear goal. On the strategic partner side, quite often you don't know exactly what the best win-win outcome would be.
Darren Carter
For sales reps, I'm big on advising that they avoid spending too much time with prospects who aren't qualified and can't/won't buy (figuring out who that is is a whole other topic). For strategic partners, you generally have to have much less of an outcome oriented focus. The best people at sourcing new strategic partners that I've known have all been highly creative people who are great at building a new partnership out of thin air. Less process-oriented than sales people usually.
Darren Carter
Great questions! Keep 'em coming, I'll respond inline to everything.
Vishal
What are the good metrics to track for outbound lead/sales generation?
Darren Carter
Metrics you need to track: - Lead-to-meeting % - Account-to-meeting % - Meeting-to-sales accepted opportunity % - Opp to close % - Avg deal size

At a more granular level, we track open, reply, positive reply and bounce rates. Activity levels: emails, personalized emails, templated emails, replies, calls, LinkedIn (hard to track this accurately)

The common mistake is putting too much emphasis on certain metrics. You have to be strategic and have someone who understands the full funnel top-to-bottom. A high open rate can be great, but what if they aren't converting to meetings, pipeline, or deals? This isn't always on the SDR either. You could have a fantastic SDR, blowing through a meeting quota, but none of their deals end up closing due to the AE or even just the product/market fit.
Darren Carter
And higher activity levels aren't always a positive. Markets aren't unlimited so need to be efficient. Going back to Sunir's questions too - you can't just spam your entire market. Sure, it's high activity, and you might get a sales bump short term, but you're really burning through your market, making it so you can't go back for at least a few months.
Darren Carter
Not every rep needs to know every metric either. Sometimes, oversharing certain details with reps can actually make it harder for them to focus on their main priorities.
Sunir Shah
Is LinkedIn automation a good & safe idea? If so, what tools and methods?
Darren Carter
We've experimented with automation, and still do with different tools but in general, I'm a fan of being highly conservative in this area.
Darren Carter
It is almost just as easy for a rep to send out semi-personalized connect requests for 50 people a day as it is to get a tool to do it.
Darren Carter
I can't actually recommend any tools because that landscape changes pretty quick but some rules of thumb: Don't send more than 80-100 connect requests per day. Don't spam out a sales pitch to everyone. Genuinely focus on building a network with like-minded people.
Darren Carter
When you send out invites, add a message that gives some relevancy. "Hey Sunir, ran across your profile. I'm connecting with other founders in the cloud space so thought I'd reach out. Let's stay connected." <- If I am targeting correctly, I could send that message out to hundreds of people, taking just a few seconds at a time to change the name, and it would be relevant to everyone I send it too.
Darren Carter
Then when someone accepts the request, I can go back to their profile, see if they are a decent fit, and start a conversation.
Darren Carter
But network growth is also beneficial to putting out content on your feed so I'm an advocate of building a large network of people that are broadly in your space so that you have more people to see that thought leadership content (which drives more leads through your LinkedIn profile).
Darren Carter
Don't treat LinkedIn like email though <-- That's important.
Sunir Shah
Thanks; this really helped me visualize what I am supposed to be doing. I was busy writing an action plan and forgot I was running an AMA. simple_smile
Alex Glenn
Agree with you @Darren Carter in the content/value-first strategy.

That said, we use automation in this way by only sharing invites to events we know they'd be interested in, group invites, white papers etc...
Alex Glenn
And we used Orca for a while, but they got bought by meetalfred.com so now we're on that for linkedin automation.
Jake Wallace
Hey Darren, thanks for lending some time today! My questions is what is the proper cadence when building a relationship with new partners. I guess during the 'ramp up phase'?
Darren Carter
@Jake Wallace What kind of partners do you mean here?

I have different communication cadences that all really depend on the nature of the relationship. Unofficail referral partners, maybe once every couple months or more often if they are active in sending us referrals. For more strategic partners, cadence is usually dicated by the partnership and project we're working on.
Darren Carter
And in this case, I'm talking about personal communications, not including touchpoints with our general brand, which can happen much more often.
Jake Wallace
Strategic partners, where there is some sort of rev share/reseller agreement...
Darren Carter
I haven't been a part of too many reseller strategies to be honest but the ones that I have been involved in, it is usually dictated by how much revenue the partner is bringing in. If they are sending you business, then they get a much higher priority than someone who isn't. But staying top-of-mind is key here because you want resellers to think of you. Prioritization is key, and it's usually dictated by the relationship and how much revenue they are sending (or have the potential to send).
Brian Jambor
Hi Darren. What innovative ways have you seen direct sales (Outbound/Inbound) and channel teams work together to solve for direct/channel conflict when the channel and direct are both working the same opp in early stages (Outside of lead-reg which is key)?
Darren Carter
This is a great question!

Having a well-thought out SLA, that the whole team buys in to is key here. Your reps at the ground-level are usually the ones who are most in tune with where these conflicts are going to happen so you need to have henst conversations with them before and after you build the SLA. Nobody wants to lose out on commissions for an opp they worked on so communication within your team is key. Not sure that I've seen anything particularly innovative here but I've seen some teams that, instead of blaming the reps for this conflict, the management team works with them to make sure everyone gets a somewhat fair outcome, even if it wasn't the most ideal outcome for anyone.
Darren Carter
Part of this also comes down to sales managers having a really good grasp of what their reps pipeline looks like.
Darren Carter
And then having a culture where nobody is afraid to surface issues as early as possible.
Darren Carter
I've seen some companies where everyone knew that if they brought up the issue early, it reflected poorly on them (this is cultural), but they knew if they waited, they could get a commission on it because they could show how much work they did on it, even though they should have stopped working the opp ages ago.
Brian Jambor
Great feedback @Darren Carter. Thank you!
Sunir Shah
@Darren Carter Thank you so much for such amazing detailed replies. I just realized I’ve been lost in thought, reading them carefully. You’re totally a superstar.
Vishal
Thanks @Darren Carter
Darren Carter
Thanks! This was fun. Hopefully everyone got a bit of value out of it!
Darren Carter
If anyone has more questions or you want to chat sales dev, outbound, and pipeline growth - my email is or you can just grab a time on my calendar: https://calendly.com/darren-revenuezen/ - @Sunir Shah's great so I'm happy to help out anyone here. Even if you're not a good fit for our services, I'll still try to point you in the right direction.
Alex Glenn
Did I miss it! I just got off my calls for the day - I'll read the thread disappointed
Sunir Shah
@Alex Glenn Feel encouraged to add your own experience. simple_smile
Alex Glenn
Doing that now simple_smile
Sunir Shah
@here Headed to INBOUND this year? We’re doing our annual INBOUND party; we’re targeting 600 this year. We had 430 RSVPs the last time we did it.

I have the venue and I negotiated to be on the official INBOUND agenda.

Cost would be $3,000 per sponsor. We have Chargebee, Typeform, Partnerstack and UpContent confirmed already.

Interested?
Tyrone Lingley
Question: for those running channel programs, who here has a variable compensation component as part of their total comp?
Kevin Van Gundy
I have all my channel managers on variable plans, typically 70/30 or 80/20 in developing territories.
Tyrone Lingley
Thanks for sharing @Kevin Van Gundy - is the variable comp unlocked based on revenue ($) numbers?
Kevin Van Gundy
I'm not sure I follow, what do you mean by unlocked? I.e., no cap to earnings?
Kevin Van Gundy
Ah, that's what I was saying below. I tried a lot of different variable plans. Sometimes it was a straight dollar amount (works great for mature channels) other times it's been new logos, opportunities created, etc.
Tyrone Lingley
just saw that after i hit enter simple_smile and i assume that applies to you too?
Kevin Van Gundy
Yeah, I have all targets for my team roll up to me.
Kevin Van Gundy
The teams that manage integrations are goaled on public references of use with a customer (case studies, etc.)...so I carry a quota for those too man-shruggingrolling_on_the_floor_laughing
Kevin Van Gundy
The variable driver has varied depending on the phase of company, e.g., logos, dollars, ops, etc.
Himali from Miro
Question: Which has a bigger impact on partner engagement and performance? A) size of partner’s practice, or B) size of their clients' business *size = # of employees
Sunir Shah
@here Who is going to INBOUND? If you are targeting agencies there we are organizing a cocktail party to reach them Sept 4 5-7
Sunir Shah
Target is 600 RSVPs. Last time we did 430. This year we can get on the official agenda.
Sunir Shah
Cost is $3k per sponsor
Dustin Avol
who is already sponsoring?
Sunir Shah
AdRoll chargebee Typeform UpContent Partnerstack Crossbeam
Sunir Shah
I may also put in with AppBind if I can make it to Boston subject to approval by wife
Dustin Avol
lol
Sunir Shah
All my contracts have a clause subject to approve by wife. Saves a lot of confusion later
Sunir Shah
Honestly it is the first week of school so it is a bit tight
Sunir Shah
But I think I will make it
Dustin Avol
ok I’m awaiting some feedback from our folks in Boston
Sunir Shah
Roger that
Sunir Shah
Interested?
Alex Glenn
We just published the episode with our friend @Tyrone Lingley on how unbounce scaled their partner program. I learned a lot in this one... https://partnerprograms.io/business/the-story-behind-unbounces-partner-program-with-ty-lingley/
Jenna Earnshaw
@here reminder tomorrow 10am PT /// 1pm EST Q&A: The ultimate partnership toolkit

What tools to you use to manage and run your partnership programs? How do you make everything run together? From spreadsheet templates to custom apps, and programs you can't live without - what makes your machine run?

Add to your calendar here: https://www.addevent.com/event/kf3788624?mc_cid=18f9cded0d&mc_eid=be2f10c933
Jenna Ochoa
excited about this topic! ^^ smile
Kasey Bayne (Pocketed)
Ah, my suggestion made it! Looking forward to another great chat nerd_face
Sunir Shah
@here our INBOUND party is a go. Chargebee, Typeform, Partnerstack, Crossbeam, UpContent, AdRoll, Tapclicks, Mailchimp are in so far. I am signing contracts. We have room for a couple more.
Sunir Shah
However in selfish interest I am at the cottage so unless you are planning on swimming with me over the next few hours or want to invest in our angel round at AppBind, I may stop replying to your messages for a while. Geronimo! swimmer :)
Tom Newton
Enjoy Sunir!
Jenna Earnshaw
@here Reminder today we have our Q&A at 10 PST // 1 EST around the topic: The ultimate partnership toolkit.

Prepare your questions! What tools to you use to manage and run your partnership programs? How do you make everything run together? From spreadsheet templates to custom apps, and programs you can't live without - what makes your machine run? raised_hands
Jenna Earnshaw
@channel 30 minute reminder

Chance to ask your peers how they are running their partnership programs and what tools they are using starts in 30 minutes

Get your questions ready! What makes your partnership machine run? clap
Jenna Earnshaw
@here @Kasey Bayne (Pocketed) lets start from your questions! What tools are you using to manage and run your partnership program?
Kasey Bayne (Pocketed)
Thanks @Jenna Earnshaw! I've used Ambassador before, but a lot of times it's mostly good ol' Google Sheets
Kasey Bayne (Pocketed)
I know there's something better out there!
Jenna Earnshaw
what are you using google sheets for? tracking? payouts? new partners?
Jacquie Sandberg (DeepCrawl)
Google Sheets here, too!
Kasey Bayne (Pocketed)
All of the above! I have my partners set up as a special category in Hubspot, so that makes things easier for tracking
Jenna Earnshaw
@Jacquie Sandberg (DeepCrawl) would love to learn more about how you are using them! can you share some of the things that are working and arent?
Himali from Miro
Do you have a Google sheets templates you're willing to share @Kasey Bayne (Pocketed) @Jacquie Sandberg (DeepCrawl)?
Jamie Tharp
I'm using Google sheets, Hubspot and Airtable
Kasey Bayne (Pocketed)
I'd love to hear more about Airtable, @Jamie Tharp
Dmitrius Garcia
Have you all heard of xAmplify?
Dmitrius Garcia
its a partner enablement and marketing automation platform designed for channel marketing
Dmitrius Garcia
I may or may not work for xAmplify sunglasses rolling_on_the_floor_laughing
Dmitrius Garcia
but you all have time, ping me.. garcia@xamplify and we can talk greater detail
Dmitrius Garcia
we are also a certified accelerated partner with Marketo
Jenna Earnshaw
breaking this out into a separate question as I know there are lots of hubspot users here! @Kasey Bayne (Pocketed) can you tell us more about how you are using hubspot? and whats working and isnt using the tool for partners?
Kasey Bayne (Pocketed)
I use it mostly as a CRM for partners, and for reporting.
Kasey Bayne (Pocketed)
It's a bit of a workaround to have their referrals tracked in a clean way (feature request sent a few times, haha), but it's helpful in getting more in-depth on each partner
Kasey Bayne (Pocketed)
I'm also able to do some basic reporting, but I'd love to be able to do full revenue/payout reports, which is still a bit manual for me now
Jenna Earnshaw
do you send your partners reports? or do they have a way of accessing them in hubspot?
Kasey Bayne (Pocketed)
Right now it's manual updates in personalized emails. I like the personalization, but need some automation! We are at very small numbers, so it's manageable, but not scalable, so I'm excited to hear what others are using
Jenna Earnshaw
@Jamie Tharp - i've heard airtable come up a few times! Can you share how you are using it? and any tips you have for others leveraging the tool?
Jenna Earnshaw
@Kasey Bayne (Pocketed) airtable thread simple_smile
Jamie Tharp
happy to-- I'm copy pasting partner-driven MRR into an airtable and then using sums and rollups to assign partner tiers
Jamie Tharp
I am not good at Airtable though and rely heavily on Marketing as a sales ops crutch
Jenna Ochoa
For our partner program, we use Airtable to: - track available partner co-marketing opps - see scheduled co-marketing opps - assign and manage tasks related to ^^ - track MRR - track partner engagement I'm sure there's more I'm missing which I can add when they come to me. Full transparency: I also rely on team members to build out our sheets, but we integrate with Hubspot via Zapier and other customer integrations with Airtable via Zapier simple_smile
Briana Strauss
We also use Airtable for partner management for tracking integration progress and a central location for all of our partner contacts and partner data
Nikita
Curious but are anyones partners involved in any decision making around what tools to use?
Ryan Threndyle
Also interested in knowing from everyone how much influence their partners have in deciding what tools to use?!
Jenna Earnshaw
@Jenna Ochoa thanks for bringing up Zapier - I feel like a lot of people here use it to connect their systems. Are people using it to connect their partner tools? what about connecting your partner tools to your other internal systems?
Jenna Earnshaw
^ I personally love Zapier, so would love to hear how other people are leveraging it simple_smile
Kasey Bayne (Pocketed)
I'm a big Zapier fan as well! I'd love to find more ways to use it.
Joseph Fung
Zapier is our primay way of getting things from a tool into Slack, which has been super helpful at having streams of info around spcific topics
Joseph Fung
e.g. new leads, new events, usage thresholds
Jenna Earnshaw
@Joseph Fung do you also track partner activity in slack?
Jenna Earnshaw
@Tyrone Lingley i think you mentioned at the conference this year you do, would be awesome to share how its helped you
Joseph Fung
We do, although our partner community is still very small (we only just began formalizing partner relationship)
Joseph Fung
We created shared channels with each of our partners (all named partner-NAME) making it easier to share and collaborate, and we have a stared channel for partner-activity where new leads and deals from partners show up as well
Joseph Fung
That helps our team treat those opps accordingly
Joseph Fung
Disclaimer: our team is very small still so not sure how well this will scale
Jenna Earnshaw
Awesome, thanks for sharing! I think its a great idea, but definitely interesting to think about how to scale
Joseph Fung
@Jenna Earnshaw Oh - also we're a little different as we use our own software to enable our partners (playbooks, messaging, customer stories). Several of our enterprise customers do the same, using their paid account for internal use, and our free accounts for partner enablement
Tyrone Lingley
@Jenna Earnshaw sure. At Unbounce, we have an embedded Zapier experience in our app that allows people to connect Zaps without having to leave. As a free Zap, the current Zapier threshold meets the majority of our customer's needs, while the remainder quickly find value in Zapier and usually adopt a paid plan if need be. It's very easy to surface new Zaps in our app, so we encourage any would-be script-based integrations or webhooks to just build Zap templates - then they know they get right into the Unbounce app. For our Partner Program, we use a complex of series of Zaps to allocate different partner segments to different groups within PartnerStack and automate segmented communications to them.
Dmitrius Garcia
Dmitrius Garcia [10:09 AM] Have you all heard of xAmplify?

Dmitrius Garcia [10:10 AM] its a partner enablement and marketing automation platform designed for channel marketing

Dmitrius Garcia [10:10 AM] I may or may not work for xAmplify sunglasses rolling_on_the_floor_laughing

Dmitrius Garcia [10:11 AM] but you all have time, ping me.. garcia@xamplify and we can talk greater detail

Dmitrius Garcia [10:11 AM]
Dmitrius Garcia
We are also an Certified Accelerated Tech Partner with Marketo -- with full integration
Himali from Miro
I'm curious to know how long folks are in beta or using manual processes before switching to a PRM? What are your key indicators that tell you it's time to switch?
Jenna Earnshaw
Some indicators I've seen include 1. A specific $ metric 2. A specific number of partners (I find these two are more driven from leadership teams asking the partner teams to make metric driven justifications)

I think the more important ones to consider are 1. what is your partner experience without one? are your partners happy? are they getting what they need? 2. what is your experience without one? what are you spending your time on and what could you automate?
Jenna Earnshaw
@here how else is everyone using slack as part of of their toolset? I know partner-specific channels has been a popular method. Curious to hear what else!
Jamie Tharp
Currently using Slack for a few top partners: their main contacts + our main contacts
Jenna Earnshaw
@Jamie Tharp what are the main things you discuss in the channel? do you also have set schedules for calls etc with your top partners?
Robert Rand
We're doing the same at JetRails. On a case-by-case basis we've begun giving some high-volume partners private Slack channels for support. It's something that we're careful about though, because it's important that we keep a lot of support information tracked in our ticket system for future reference, and for transparency with end-users of our services.
Robert Rand
At nChannel, I was using private Slack channels them more for sales enablement to help quickly field sales questions with minimal friction.
Robert Rand
It can be excellent as a supplemental (and sometimes primary) communication channel, but I've never found it to replace phone meetings and face-to-face check-ins, especially for top-tier partners where you need to keep relationships strong. It might cut down on the frequency of calls, but in my use cases, it's not a replacement for more personal communications.
Tyrone Lingley
I agree with @Robert Rand, but there is no denying Slack is embedded in most people's daily workflows, so the convenience factor is high and reply time shorter than other channels we use. @Jenna Earnshaw it would great for PartnerStack to have a Slack integration simple_smile
Jamie Tharp
Have not created a Slack channel for "All Justuno Partners" bc it could easily become a support nightmatre
Jenna Earnshaw
@Jamie Tharp do you use slack to track any partner activity e.g. new lead submitted?
Jamie Tharp
No not really--haven't not found a scalable way to do this
Jamie Tharp
just for quick conversations but not for mission critical or tracking critical data
Tyrone Lingley
We set up a Zap with PartnerStack to send us Slack updates as soon as a new partner joins. We then trigger an onboarding flow and connect with the partner directly if they are deemed "higher-value." We also use Slack notifications to trigger when a partner obtains a new trial start - this keep the performance of the program visible companywide.
Bryn Jones
What part of running your partner program would you like to automate if you could?
Kasey Bayne (Pocketed)
Payments! Tracking and paying
Jenna Earnshaw
@here reposting the hidden message from @Bryn Jones "what is your tech stack not doing that you'd like it to do?"
Jenna Earnshaw
Thanks everyone who has contributed so far! Feel free to keep the questions coming simple_smile
Kasey Bayne (Pocketed)
Thanks again for hosting, @Jenna Earnshaw!
Jake Wallace
@everyone Just a friendly reminder, if you can go in and fill in your Slack profile that would be awesome. That way people can _always_ learn about what you do or who you work for. You never know, a partnership could hatch as a result. simple_smile
Joseph Fung
Can I suggest adding a few more fields to let people add things like URL, LinkedIN, and Partnership Program URL? The fields are pretty minimal right now simple_smile
Jake Wallace
Where might I find that setting in Slack? I just looked....
Joseph Fung
In the Customize Slack page, there is a "Profile" tab, and in there a button to "Edit your workspace's profile fields"
Jake Wallace
Looks like that's available only on paid features simple_smile
Jamie Tharp
Doing it now!
Jake Wallace
Who has their profile already filled out?
Alli Holt
Thank you for the reminder - just filled mine out! simple_smile
Susan LePlae Miller
Thanks for the reminder - I just did a quick update
Scott Rogerson
Likewise!
Alex Glenn
Reading through this - great stuff @Jenna Earnshaw raised_hands
Susan LePlae Miller
I created the channel #chicago - please join if you're in the chicago-land area!
Tyrone Lingley
Does anyone have experience using partner channels to test and validate international expansion? If so, would you be willing to discuss it?
sudhir
Yes we have and would be open to discuss.. will dm you
Jeff Gardner
Hey folks, quick question for the group: I’d love to know how your company has platform/partnerships/BD organized. Do you have a GM of platform that runs both product teams + BD + marketing for platform? Are you part of a highly cross-functional team without a single exec owner? Are you part of Sales? Product? Something else?
Jeff Gardner
@Sunir Shah point_upI imagine that you’ve seen lots of different models – would love your thoughts on what you’ve seen work well and why.
Jake Wallace
Hey Jeff good question. I began at AWeber on the Product Team. (loved on boarding w/ that team) I’ve since moved down to the Sales team. I’m very much cross functional here at AWeber. Looking back on it, I think I would have been better off moving to the Marketing team given my goals.
Jeff Gardner
Thanks @Jake Wallace is it just you in the team or are there other folks?
Jake Wallace
It's me and one other person. I handle Integration Partnerships while another colleague handles our reseller program. We're both on the Sales team.
Jeff Gardner
thumbsup great, that’s really helpful.
Jeff Gardner
thanks
Jake Wallace
Yeah so I partner with our dev community while she handles non technical partnerships. Many of our integrations are also resellers as well.
Dmitry
@Jake Wallace thanks for sharing. Would you mine to LMK an examples of integrations/resellers partners? How it works?
Jake Wallace
Sorry, I misspoke. They’re referral partners :)
Dmitry
okay simple_smile thank you!
Sunir Shah
@Jeff Gardner the ideal situation in my opinion is business development reports to marketing (because most of partnerships is marcomm) and platform reports to product (because the API is product) with business development as the principal customer (because the major integrations are the “enterprise” customers of the API).

However partnerships often arises for many ceos out of left field and lives in whatever location or person initiated it.

Partnerships can report directly to the ceo, marketing, sales, engineering, product or customer support.

When reporting to the ceo it is often one person. They don’t want partners with engineers because the partner person is non technical. They don’t want to disrupt marketing or sales which is generating revenue. So you are stuck with the CEO to work on “strategic” initiatives. Also known as Hail Mary’s in my observation.

When partnerships reports to sales it can be in the worst case that the ceo views it as “a deal is a deal” just like sales, and just wants to see short term sales from partners. In this environment, sales managers want to see monthly or quarterly results because that is how they are measured. Unfortunately then considerations for the customer’s need for whole product solutions are not heard. Considerations for market positioning are not understood. Your job can become to treat partners as extensions of the sales team and generate acquisitions.

It can be that the VP Sales is the most senior business minded person in the company and they are more of a chief revenue officer. In that case they will let partnerships do the necessary marketing activities.

It can also be the VP Sales views integrations as access to trade shows and channel programs, and otherwise does not value the product experience.

I find sales is the most troubling home for partnerships for the misaligned objectives above.

The best place is marketing. Partnerships is almost always a market positioning, market placement and marketing communications exercise to creative acquire more and more market lock through development of relationships and positions across a wide spectrum of channels. This requires access to the entire marketing capacity of your company. Opportunities you generate from partners align nicely with objectives of your teammates such as blog posts, webinars, social media, launch activities, landing pages, event marketing, and customer communication.

Partnerships can struggle when marketing is in customer acquisition mode alone because the fundamental purpose of partnerships is building a better whole product solution that fits better with customers, and thus sells better directly and through the partner.

Partnerships can also live in product or product’s earlier iteration, engineering. This is because partnerships is consider the business side of what the engineers are already doing: apis and integrations. They hit the wall of legal and contracts and marketing demands from partners and need a business person to manage it for them. This is often in an engineering oriented company and can work alright if the product is popular. You can become effectively the marketing team, but are driven from customer and market demand experienced from engineering. That can be fun and high impact. If you don’t have demand, then it is less fun.

Report to customer support or success is a variant of the above when engineering has lead an API push into the market under the noses of management and have delegated all business portions of it to the support queue. Someone on the support team enjoys these kinds of tickets and gets the help center organized, debuts problems with the integrations, fields marketing inquiries, etc. They get promoted to partnerships but keep their manager for lack of a plan of where partnerships should properly live. After all it snuck up on management.

I am not saying this is every case for everyone but these are based on stories from over the years.
Jake Wallace
I am with you on this 100%!
Sunir Shah
@Jeff Gardner lol. You asked.
Jeff Gardner
EPIC post @Sunir Shah thanks! Also aligns closely to my current thinking on things.
Jeff Gardner
at Intercom, we’re currently a federated team reporting to sales, marketing, and product. And I think we’re starting to see the cracks of the set up.
Sunir Shah
I always say “The customer doesn’t care how you are organized; they care they get what they want.”

If your partnership function isn’t driven from how it is making Intercom more amazing for customers, it can end up driven from “it is a distraction for management”.

It is all about the “Whole product solution.” Customers need all their tools working together; they need service providers to provide expert assistance; they need the job to be done to be done. Your job is make that work and then sell.

Knowing Intercom’s product focus that may play well.
Sunir Shah
Good luck. :)
Jeff Gardner
thanks! And yes, we’ve always approached this from a strongly “customer value” perspective first and foremost.
Mark Cohen
Wow - great post @Sunir Shah!
François Grenier
jumping in late - i agree for the most part with Sunir
François Grenier
we’re organized a bit differently and this is still morphing into what will be, but as a team partnerships are a blend of devrel and BD focused on product partnerships. We’re bringing home the BD team working on reselling partnerships, mostly because we see both as potential channels with the same nametag (“partnerships of some kind”, aka non-organic channels)
François Grenier
both of which should end under a VP of BD, together with the devrel
Sunir Shah
who would VP BD report to?
François Grenier
but on a company scale, we work on transversal program-basis, with marketing (partner marketing spearheading the effort, pulling in other mktg resources where needed) and product being the main x-functional components
François Grenier
we have the luxury of having a dedicated product swarm for platform and product partnerships
François Grenier
all involved teams report to the COO, which is kind of a super CRO at times, except for the product org which is under the CPO - that forces us to build a framework to be able to work on prioritization and quick turnaround with the product team, but since we’re really close it usually happens smoothly anyway
François Grenier
@Sunir Shah the VP BD will report into the COO
François Grenier
(who owns mktg, CS, partnerships and data)
François Grenier
the whole sales org will fall under the VP of BD, but at Typeform that’s a tiny team anyway so it makes sense
François Grenier
this is all falling into place now, so we’ll learn over the next quarters how efficient it is
François Grenier
but in essence, the whole system relies on the fact that the x-functional teams involved are still nimble and share objectives (develop channels, reduce churn, that kind of obvious goals)
François Grenier
the whole org is still flat enough that it probably does not matter as much as it would for @Jeff Gardner’s company size I suppose…
Jaimie Fucillo
@Laura Barthel
Tom Newton
Interesting observation Sunir, lots to unwrap in there..
Alex Glenn
Happy birthday to @Tom Newton tada
Alex Glenn
Oh, and happy birthday @Sean Saint simple_smile
Sean Saint
Thanks Alex :)
Jenna Earnshaw
@here Really excited for this one! This Thursday at 10am PST // 1pm EST AMA with Atlee Clark, Director of App & Platform Partnerships at Shopify.

Add to your calendar here: https://www.addevent.com/event/TN3749979?mc_cid=18f9cded0d&mc_eid=be2f10c933
Mark Cohen
Hey hey - had a general question for the group.

Looking to deploy a new partner self-training program.

Wanted to see if there were any best-in-class examples (and feel free to humble brag if you have one :).

- Target would be for re-sellers. We have a fairly complex solution set (inventory and order management space). - Who's doing it well (companies - what do you love about their training) - General thoughts on process (accreditation requirements, videos vs. documentation, self-learning vs. live sessions) - Any other considerations

Any help here would be greatly appreciated in advance!
Jenna Earnshaw
@Mark Cohen would love to hear if you got some feedback on this. We can look at putting something together CSA wide or do a Q&A
Mark Cohen
Will let you know @Jenna Earnshaw haven't as of yet!
Sunir Shah
@Rob Balasabas at TubeBuddy summoned ^^
Sunir Shah
@channel I’m super excited to have Atlee Clark, Director of the App Store & Partner Platform at Shopify join us for an Ask me anything this Thursday at 10am PT / 1pm ET.

She’s great and very friendly. RSVP here.

https://www.addevent.com/event/TN3749979
Manoj Ranaweera
What’s new folks? Have not been here for a while. I’m Manchester, UK based.
Sunir Shah
@Lin Shearer glad you can hack our broken link confused
Brandon Lytle
Does anyone have any articles, data, or reference points around what a partnerships strategy can do for the growth of a company. Probably a loaded question - but we're going through some new internal alignment and would love to present some numbers so people new to partnerships can understand the impact BD/Partnerships can have on a company and future growth.
Ginny Tonkin (Instapage)
I dont personally know any stats off the top of my head, but would love to know if/when you find them!
Tyrone Lingley
@Brandon Lytle happy to make time to discuss numbers for us.
Brandon Lytle
Would love that @Tyrone Lingley. Would love to catch up as well. How does your week look next week?
Sunir Shah
There are a lot of proof points in the SaaS Connect 2019 data bytes about the impact of integrations on SaaS sales. In my infinite free time, I’d pull them out and make an article, but I don’t have it.
Sunir Shah
@Lauren Kelley from OPEXengine has a great article on channel revenue in SaaS. https://www.opexengine.com/saas-channel-revenue-sales-dramatically-increasing/
Brandon Lytle
Awesome. Thanks @Sunir Shah
Alex Glenn
Katrina has one of my favorites @Brandon Lytle https://neilpatel.com/blog/build-a-partner-network/
Alex Glenn
And I’m sure @Tyrone Lingley has something good too
Brandon Lytle
Thanks @Alex Glenn
Jenna Earnshaw
@here Reminder! Today at 10 PST / 1 EST we have Atlee Clark, Director of the App Store & Partner Platform at Shopify joining us HERE for an Ask Me Anything. Get your questions ready simple_smile

RSVP here. https://www.addevent.com/event/TN3749979
Jenna Earnshaw
@channel Reminder! Today at 10 PST / 1 EST we have Atlee Clark, Director of the App Store & Partner Platform at Shopify joining us HERE for an Ask Me Anything. Get your questions ready and post them here in #general we'll be starting soon! simple_smile

RSVP here. https://www.addevent.com/event/TN3749979
Jenna Earnshaw
@channel please welcome @Atlee Clark from Shopify.

Atlee, thanks so much for joining us.

All questions are great. Ask away early and often here in #general.

If you have answers from your own experience, please reply to the comment so we can keep things threaded.
Sunir Shah
Hey @Atlee Clark thanks so much for joining us. I promised you a really hard question to kick things off. Now you’re back in Canada, it’s time to declare your allegiance. What is your favourite hockey team?
Atlee Clark
Haha!
Atlee Clark
Well...I grew up in Toronto, now live in Ottawa and spent two years in Calgary...so the Jets?
Sunir Shah
Well, it wasn’t the wrong answer. simple_smile
Gabriel Herrera
Hello @Atlee Clark. Gabriel from ShipMonk here. How can i strengthen my relationship with Shopify - would you recommend more app development, or hosting Shopify events/
Atlee Clark
Hey Gabriel - at Shopify we spend a lot of time looking at how apps are working with our merchants. How many are using them, what the reviews are etc.
Atlee Clark
So my advice is: spend time with merchants and that's how you get noticed and then it is easier for us to build a relationship
Mike Haarala
hey Atlee, appreciate you hopping in here! qq: have y’all done any analysis around how the app store affects Shopify user retention? i.e. have you seen that users with apps stick around on the platform longer vs. those with none?
Atlee Clark
Ahhh retention....such a hard metric to qualify and distinguish correlation vs. causation.
Atlee Clark
ie. do merchants who are more committed to their business (and therefore have a higher chance of being successful to start with) inclined to use apps or do people with apps just do better?
Atlee Clark
so what we try to do is look at the usage of apps across all merchant types - and over 75% of our active merchants have installed at least one app, we take that as an indicator that the ecosystem we have created is adding value for the majority of our merchants
Mike Haarala
got it, and totally understand the whole chicken/egg aspect! know that’s a tough thing to distill down. thanks for the response!
Mike Haarala
one more Q here — is that 75% the main success metric for the app store? or is the focus more around rev generated for app partners?
Atlee Clark
rev is always second - $ tells us that merchants value the app (because they are willing to pay money for it) but the app store is focused on getting value to merchants no matter if it is paid or free
Lee Hadsock
Good morning Atlee. Lee Hadsock with TaxJar here, it's great to chat again. I'd love to know how Shopify thinks about promoting best in class apps, and if/how that ties to tech partner plans looking ahead?
Atlee Clark
Hey Lee!
Atlee Clark
By "promoting" do you mean co-marketing?
Tolu Akinola
I would imagine the order in which apps are presented to customers is most relevant
Lee Hadsock
That could be a mix of things, like co-marketing, app store rankings (staff picks), etc.
Lee Hadsock
@Tolu Akinola - yes, that's one consideration.
Lee Hadsock
also interested in how apps are presented to Shopify Plus customers vs. other Shopify merchants. With the recent changes to the Shopify Plus tech partner program, how will Shopify present best in class apps to Shopify Plus merchants?
Atlee Clark
In the app store itself we try to present apps that are performing well and are relevant to the merchants who will see them through staff picks and our category ranking.
Atlee Clark
We are always trying to make ^ this more relevant and contextual
Atlee Clark
In terms of Plus, because of the nature of how we interact with those merchants we build tools for their MSM (merchant success managers) to help them refer
Christopher Hamze
Hello @Atlee Clark Christopher from teelaunch, recently instead of most popular the default sorting is most relevant, could you share what the criteria used in relevance is?
Atlee Clark
Hey! I'm checking with the team to get you a more specific answer than I can give. Hang tight!
Atlee Clark
Does this answer your question?
Christopher Hamze
I don't have access to that slack channel
Atlee Clark
Sorry! give me a sec
Mike Haarala
curious about this too!
Atlee Clark
Check this out ^ In general, this new sorting is intended to help merchants find the best app match for their business by looking at merchant and app attributes, and sorting by the best match. We'll continue to invest in search and category sorting to help our global merchants match with the right apps for them.
Mike Haarala
thanks!!
Christopher Hamze
I've watched the video but doesn't really tell me what do do simple_smile I used to be very high in the product sourcing now I'm #16 and a lot of really junky apps are above me
Atlee Clark
I'll send over to team and let you know!
Tolu Akinola
@Atlee Clark One of the most painful issues I deal with as a solo Shopify App developer is theme integration. My apps modify the shop experience for customers and the biggest issue is there is the lack of consistency across themes. Theme developers always find some new creative way to break my app regardless of how defensively I code. Is Shopify looking to address this issue in any way?
Atlee Clark
Hey Tolu - yes, we hear this often and is something we are actively trying to address. At Unite we announced that in the evolution of our online store builder we will be bringing sections to all page types. As part of this we are building app specific sections so that apps and themes can more predictably interact. Would that solve your specific concern? Any other ideas for us?
Tolu Akinola
The issues I face are code conflict (unruly jQuery instantiation for example), overlapping display elements, clashing styles, being able to place elements in the page programatically instead of editing template files, slow loading of apps, ... (the list is long simple_smile)
Atlee Clark
Can you shoot me a dm with your email? I would love to have you talk to one of our researchers
Chris
Hi @Atlee Clark very specific question but we're a happy Shopify customer who really needs an integration subscription billing capability. Any recommendations?
Atlee Clark
I would look at Recharge or Bold's subscription app!
Tolu Akinola
I get this request a lot and unfortunately, neither recommended app has the required flexibility. Is Shopify going to be able to come up with its own system? Are you open to feedback on what would be useful from an integration pov
Chris
drop me a note at if it's easier to take that one offline
Eric Chan
Would you mind if I also dropped you a note to follow up? I'd be interested in learning more about your subscription needs.
Chris
please do!
Chris
make that integratED
Parag Mamnani (Webgility)
Hi @Atlee Clark, good to chat again. Can you share what's the typical size of merchant that's suited to Shopify Plus?
Atlee Clark
Hi!
Atlee Clark
Large range of merchants on plus (from 10 million to over a billion in annual rev)

But it’s less about size and more about complexity of your business model and tech infrastructure:

Are you or do you want to expand globally? Integrate with other systems? CRMs etc Have lots of skews? Etc

Then Plus is a great fit !
Todd Martin
Hello @Atlee Clark Todd from Pipeliner CRM here. We just built a new integration to Shopify. What are the best next steps to get listed on the Shopify Apps Store & which co-marketing activities are working really good today for you?
Atlee Clark
Hey Todd - great to hear! Welcome simple_smile Have you submitted your app for review?
Todd Martin
I have not. Where to send?
Todd Martin
Great. Thanks.
Todd Martin
Are their co-marketing activities we can do? If a chat after this is easier - then
Atlee Clark
we don't have co-marketing programs at Shopify. But we actively watch for apps that are being downloaded and used and reviewed well by our merchants to choose for blog posts, app features etc. So get those downloads and reviews!!
Robert Rand
Hi @Atlee Clark, Does your team set any standards or requirements for the hosting and security of apps in your app store?
Atlee Clark
Hey Robert - we have requirements/expectations around the proper handling of merchant and customer data. And we area actually in the process of making that even more clear (ie. outside of our terms of service) and actually hoping to build or offer tooling to developers to self serve and help insure that everyone is being as safe as possible.
Bryn Jones
@Atlee Clark What tech does Shopify use to scale their partner program? How have you leveraged internal engineering resources to help you grow?
Atlee Clark
Great question. At the beginning, we had very limited resources and relied heavily on people to build relationships. We now have over 200 people working on partner platform - with the majority actually being RnD
Atlee Clark
we have teams that are focused on onboarding, growth, new marketplaces, new partner capabilities etc.
Jake Wallace
Hi wave @Atlee Clark, thanks for joining us today! My question is what does Shopify's Partner Org look like? How many partners are assigned to a Partner Manager?
Atlee Clark
Hey Jake
Atlee Clark
Our partner org is very large now (over 200 people) however, the majority of those people are in RnD. This is a little different than a lot of other platforms who hire big BD teams. We do not live in sales or marketing but are a product line that has BD, ops, support and RnD
Atlee Clark
At one time, everyone who signed up for a partner account got a partner manager. This worked when we only had a few hundred partners. But a few years ago, it became unscalable. So we had to zero in on where we could best use those resources.
Tolu Akinola
@Atlee Clark Could Shopify also provide better dashboards to help developers understand their app performance? For instance, it would be great to show churn, expected revenue, position in the app store, etc. Right now, the current dashboard does not really help me answer the questions I care about (how much am I growing, at what point are shops churning, what can I do to grow faster, etc)
Atlee Clark
This is something we talk about ALL THE TIME!
Atlee Clark
Curious: what tools do you use right now to do these things?
Tolu Akinola
I am in the process of rolling my own but this competes with time I could be creating new features
Atlee Clark
If there was ONE thing we could build that would make your life easier, what would it be?
Wesley - NoMoonshots.com
An API endpoint to get the metrics from the Shopify App Dashboard (partner) simple_smile
Atlee Clark
That one is one of my personal favorites...reminding me to push with our eng teams!
Molly Abbott
@Atlee Clark How do you best manage _custom_ developers vs _commercial_ app developers in your Partner Program?
Atlee Clark
Hey Molly - do you mean people who build apps 1:1 for merchants vs. build for the app store?
Molly Abbott
yes, exactly
Molly Abbott
Does your Partner Program manage the custom development as well? Like support, onboarding, billing, etc?
Molly Abbott
@Atlee Clark
Atlee Clark
We support in the sense that we own the documentation that helps people build. However, if you are building directly for a merchant through a private app, you actually don't go through the partner experience. If you are someone who can do custom development work for merchants my suggestion is to sign up for a partner account and consider 1) building for the app store and 2) joining the experts marketplace (which will be taking new partners in the fall!)
Mudita Shekhawat (Mailchimp)
Hi @Atlee Clark, Mudita from FreshBooks here wave I've been in talks with some of your colleagues but wanted to ask you as well - what are some of the most popular things that Shopify does to grow it's developer community? What are some things you'd suggest to someone that's starting to focus in this area?
Atlee Clark
Hi Mudita!
Atlee Clark
We decided early on to focus on the things that actually make developers stick around: documentation, clear APIs and a great surface area for them to transact with our merchants (ie. the App Store)
Atlee Clark
This was deliberately not handing out t-shirts etc.
Atlee Clark
Getting developers to your platform is kind of easy (if you have a good value prop) keeping them is a whole different ball game. But in the end, retention is the thing that actually gets you apps and integrations
Mudita Shekhawat (Mailchimp)
Thanks for the pointers! Haha agree handing out t-shirts isn't the best value prop stuck_out_tongue

We've been working on adding more information to our documentation and making it easier for developers to get started. Lots of other things on the way as well!
James
Hey @Atlee Clark, Shopify has some great tutorials related to next.js / Polaris / node.js, however, how to correctly handle 2 stores open in the same browser is never addressed leading to data being shared between stores. It's been mentioned many times in Github and it does not seem to get addressed both on express and koa auth libraries. This has been a tremendous pain point for many people I have talked to. It would be awesome to get some clarification on at least 1 way it can be done. I'm happy to send over some specific links.
Atlee Clark
please do...we need to fix this!
Mudita Shekhawat (Mailchimp)
@Atlee Clark another one for you - does your team (or another department) work on educating / engaging with customers that aren't using an integration about the benefits of using integrations?
Atlee Clark
We highlight the app ecosystem both in our marketing and directly in our product. When a merchant first sees their dashboard/admin "Apps" is in the main menu. When they go there, there are suggested apps and can send you directly to the app store
Tolu Akinola
@Atlee Clark the most likely limiting factor for the number of apps I can deploy on the app store is the support burden as the number of customers grow. Is there some way Shopify is exploring how to help manage this?
Atlee Clark
Totally hear you - we deal with that too!! My suggestion is make sure you are pricing your apps correctly so that you can budget for support staff (contract or in house) to support when you hit a certain scale.
Blair Beckwith (Railspur)
Hey @Atlee Clark – can I still buy you a (virgin) cocktail soon?
Atlee Clark
Hi Blair simple_smile
Atlee Clark
also - no. You can buy me many real cocktails after the baby arrives!
Blair Beckwith (Railspur)
DEAL!
Jon Carmody
@Atlee Clark - Hey Atlee! No question from me, just wanted to say hi. You and I (sort of) worked together while I was at Shopify Plus on the partners team. I have since moved to TaxJar and work under Lee Hadsock (also in this channel). Definitely looking for ways to strengthen the relationship with Shopify! Hope you are well.
Atlee Clark
Hey Jon! Great to hear from you
Atlee Clark
And yes, for sure
Jamie Tharp
hey @Jon Carmody!
Olga Pukhalskaya
Hi @Atlee Clark Olga from SEMrush: Thanks for answering our questions :) even though I have lots of them, I just wanted to tell you that you are an amazing woman inspiring other women to be successful in their businesses rose thanks for that.
Atlee Clark
wow. thank you blush
Geoff Seeman
Hey @Atlee Clark - in your experience, what is the most challenging aspect of partnerships at Shopify, and how do you solve for it? (or attempt to!) Thanks!
Atlee Clark
Great question simple_smile
Atlee Clark
I think it would have to be the ever changing nature of our business, our merchants businesses and our partners businesses.
Atlee Clark
Just when you think you've got it figured out what people need or want, something changes
Atlee Clark
The introduction of Plus, POS, AR all present opportunities for partners but how do we build for those new surfaces? Do we have partners who want to serve those new merchants/surfaces (eg. which apps in our app store even work in a retail environment?! How do we help those who do while not asking people who don't to build for POS)
Geoff Seeman
Makes sense! Do you find that causes difficulties for product/ engineering teams on the partnerships side? I imagine the constant changes would impact priorities/ build times quite significantly
Geoff Seeman
If so, is it just about constant re-prioritization? Or is there another way you deal with that frequent change?
Atlee Clark
Ya - a tricky balance. We try to plan as best we can, give teams as much focus as possible and only totally change when a huge opportunity is staring us in the face
Atlee Clark
^ not easy
Atlee Clark
For those of you who are part of our partner program (have an app in the app store etc.) what is working for you? What is not?
Jenna Earnshaw
For us, billing was a big piece - keeping track of merchant charges manually through spreadsheet exporting
Jenna Earnshaw
Exporting from Shopify and then Importing into our platform
Atlee Clark
which platform?
Jenna Earnshaw
This was for GrowSumo (PartnerStack) - the process to see what merchants had paid for our shopify app meant logging in, requesting an export of the payouts and then processing manually
Molly Abbott
If you had to pick one way to measure success of your Partner Platform, what would it be?
Atlee Clark
Number of merchants helped by a partner - be that through a service (like a store build) or an app. It means that we are bringing the right people together and that's the whole point
Molly Abbott
Love that answer!
Molly Abbott
Thank you!
Jenna Earnshaw
^ or if there isn't one, the top measures you look for?
Sunir Shah
Thank you again so much @Atlee Clark for such an in depth AMA. simple_smile
Atlee Clark
Thank you for having me!!!
Jenna Earnshaw
Yes, this has been really insightful!
Sunir Shah
@here we have to wind things up in a second. Please join me in thanking Atlee.
Atlee Clark
so many great questions and thank you for your feedback~
Atlee Clark
reach out if you need anything
Sunir Shah
And also if you have answers of your own, please continue to add to the threads by replying in Slack.
Sunir Shah
@here If you liked our AMA with Atlee, we do a weekly Q&A every Thursday at 10am PT / 1pm PT.

Add and vote for your favourite topics in the list below.
Ginny Tonkin (Instapage)
Hi all! Wanted to share a great piece of content with you all - Today, we published a joint eBook with HubSpot for Agencies, “Closing the Gap Between Clicks and Conversions.” tada

Since it’s agency-focused, I thought you all would love to take a look! thinking_face

Do take a look, feel free to share, and let us know what you think!

http://bit.ly/2YvhQSC
Sunir Shah
Happy Monday everyone!
Adriana Scalora
@Sunir Shah and everyone - happy Monday!
Sunir Shah
How’s your summer been @Adriana Scalora?
Adriana Scalora
Really great! Centered around developing great partner programs and some awesome swimming as well! Yours?
Sunir Shah
I’ve been busy bringing AppBind (https://www.appbind.com) to market.

You know, saving SaaS partnerships one subscription at a time. simple_smile
Sunir Shah
First round of sales have resulted in a whole bunch of improvements from positioning, branding, UX, etc. So working on that in August
Matt Irving
Great work, @Sunir Shah!
Sunir Shah
https://appbind-v2.webflow.io/home-signup is the new page with the new branding. I’d love feedback on what is confusing.

(NOTE: none of the calls to action work.)
Adam Metz
I've been curious if anyone here works in hotel construction. I know it's a pretty obscure niche, but if anyone does, let me know.
Sunir Shah
Metz, this is a partnership exec community. ?!
Adam Metz
Even residential construction is close, as long as the units are small and many (i.e. 200 1-bdr apartments)
Sunir Shah
@channel Can’t wait until April, 2020 for SaaS Connect.

Are you still pining for another east coast edition of SaaS Connect?

Thanks to Daniel Saks, CEO, AppDirect, we will organize a SaaS Connect East during AppDirect Engage in Montreal, Wednesday, September 18.

AppDirect Engage (https://www.appdirect.com/engage) is well known as being the biggest cloud software channel conference around.

It brings out the CXOs across the Fortune 500. If you want to extend your professional partnership network to the top digital executives in North America, this is probably the best conference around.

AppDirect has offered the CSA a book of tickets at the SaaS Connect member ticket prices ($495) (50% off).

But it’s a member ticket, so please ask me for one and I’ll hook you up.

Also if you want to get on the agenda, ping me. simple_smile
Brandon Lytle
@Sunir Shah I didn't see what was said in the above comment but might be time for an application process?
Sunir Shah
Yes, gated by member fees.
Sunir Shah
@Chris Lucas no one said you’d make the cut. simple_smile
Sunir Shah
you know too many of my dirty secrets
Chris Lucas
Ouch. That hurts for an OG like me joy
Sunir Shah
it’s more self-preservation
Chris Lucas
lol,. I was going to say, that I know the deep dark secrets of Sunir
Kapil Gupta
Hi All, I was wondering if you can share insights on which partnerships to pursue within the HRIS space. We are an employee performance management software company and looking to build our partner ecosystem thru integrations, product, reseller and referral partnerships. I am new to this industry and I would love to learn from you! Let me know
Dustin Avol
tons - depends a lot on market segment sizing (SMB/Enterprise)
Kapil Gupta
we have been primarily targeting SMBs but have started moving up market to target mid-market/enterprise segment
Dustin Avol
Gusto, Namely, BambooHR come to mind
Dustin Avol
Greenhouse if you’re interested in the ATS space too
Mohsin Holda
Depends on multiple factors.

1. Are you a niche product catering to a specific audience ( Industry vertical, Geo, Org size etc.)? 2. Have you achieved PMF? 3. Are you able to sell your product effectively to your target customer base? 4. Why would you want to build a partner ecosystem? What do you want to achieve?

And many more...

I've seen different successful models (Ex. Bullhorn ATS - Good marketplace, Workday - Great reseller network and few more), but it really depends on factors above.

Hope this helps.
Kapil Gupta
thank you all..its a good starting point ..
Kapil Gupta
@Mohsin Holda what is PMF?
Dustin Avol
Product-Market Fit? Happy to connect @Kapil Gupta
Neeti
My recommendation is to understand your customer needs first and then figure out which type of partnerships you need to add value to your customers.
Curtis Davey
QualityDrivenSoftware is one that we integrate with. Focused on SME customers
Stuart Smith
We've offered a cloud based storage reporting and analytics software for the last decade. It prevents downtime, provides forecasting and capacity management, etc. We've begun expanding rapidly over the past few months. Anyone else in this space interested in providing insight? Ideas on how to expand effectively? thanks in advance!
Jenna Earnshaw
@here Q&A hot topic returns tomorrow at 10 PST // 1 EST with "Who should drive Partnership decisions? Who should design the Integration Strategy?"

Thanks to @Sean Matthews for this submission. AddEvent link here: https://www.addevent.com/event/ab3835893
Brandon Lytle
Not sure if this has been shared here or not but I came across a study that Forrester conducted which was commissioned by Impact. Thought it was pretty solid report.
Susan LePlae Miller
@Brandon Lytle - thanks, nice study. Supports what I have been saying internally with regard to business development and helping break through the noise for a better customer experience (from a purchasing perspective)
Brandon Lytle
100%. I shared this internally here at Siteimprove - bd/partnerships can tend to be a sensitive subject internally (especially in a heavy sales focused org) - content like this can help develop the alignment needed to ensure partnerships can contribute and drive the growth thats needed for the company
Mike Head
Great to see all! I’m the GM of our Partnership Cloud here at Impact. If you have any questions don’t hesitate to reach out!
Brandon Lytle
Thanks @Mike Head. Great report! Thanks for commissioning it.
Jenna Earnshaw
@here Reminder! TODAY - Q&A hot topic at 10 PST // 1 EST - Who should drive Partnership decisions? Who should design the Integration Strategy?

Thanks to @Sean Matthews for this submission. AddEvent link here: https://www.addevent.com/event/ab3835893
Jenna Earnshaw
@channel reminder for our Q&A hot topic starting in 15 minutes.

Who drives Partnership decisions?

Thanks to @Sean Matthews for the suggestion!
Jenna Earnshaw
@here lets get started - Who drives your partnership decisions? @Sean Matthews
Alex Glenn
In my experience, Marketing typically drives the initial push (ideation) to get a program off the ground, but the final oversight lands on sales to operate and hire a manager (which then gets pulled from marketing).
Jenna Earnshaw
@Alex Glenn do you find this varies depending on the type of program being run? (e.g. affiliate vs referral vs agency reseller etc?)
Alex Glenn
Yes. Definitely. Caveat - my experience is as VP of Marketing for SaaS companies and a few marketplaces.
Jenna Earnshaw
Totally. What (in your experience) triggered the initial push to get a program off the ground?
Jenna Earnshaw
@Sean Matthews also opening up your question about designing an integration strategy. Can you share a little more context on this one?
Sean Matthews
Yup!

So far in our experience and conversations, we’ve seen a healthy mix of decision makers get involved in Partnerships. Often times there’s no actual articulated strategy.

When there are Integrations involved, we’ve seen pretty solidly across the board that a VPE/CTO or someone in charge of Dev resources _has_ to get involved, at least as far as approval and timing/spend.
Sunir Shah
I’m curious… For the audience @here , who or what department does the partnership team (or teams) report to?
Susan LePlae Miller
We're a small company, so Partnerships reports into the Co-founder. I would be curious to hear reporting structure at a medium or larger sized company
Jenna Earnshaw
For us, its to the VP Sales
Tyrone Lingley
We report into our CRO - so we are a revenue function (marketing, sales, CS).
Robert Rand
At JetRails, I report to the CEO. At nChannel, it was the same. In essence, both orgs treated partnerships as an independent department, not one rolling up directly under sales or marketing.
Heath Allen
We have a couple distinct partner orgs and it depends on which org you sit in. I sit in Corp Dev which reports directly into the CEO. Ultimately we are on the product side of the company. The alliances team and publisher partner teams report into marketing which is on the sales and marketing side of the company.
Henry Prevette
Channel Partners is a revenue function at Impact
Sean Matthews
Yeah ^ and does the person or department impact how “success” is defined and measured?
Jenna Earnshaw
From our experience yes when it is a new program (which partner programs often are with newer SaaS)
Alex Glenn
One trigger I've seen a couple times is the decision to invest in a large media buy (i.e. a podcast sponsorship). > What's the ROI? >> How to we increase ROI? >>> Why don't offer the host residuals on referrals? >>>> How do we track that? >>>>> Why don't we do that with all of our media buy site owners or hosts or sponsors? >>>>>> Smells like a partnership program to me tada
Cristina Flaschen
We deal almost exclusively with partnership folks across a wide variety of verticals (all B2B SaaS) and partnerships folks seem to be split across marketing or CROs. The technical build-out of solutions tends to be run by a traditional PM in the product org running parallel with a partnership person
François Grenier
we recently moved integrations partnerships under the COO who really is a kind of super CRO in the context of typeform
François Grenier
used to be under its own “platform” team, which was a sub-CTO group, mix of product, BD and devrel
Sean Matthews
@François Grenier Curious to know why the move?
Sean Matthews
Ah nvm seeing your responses in the general channel
François Grenier
basically a maturity/scale thing
Cristina Flaschen
We’re actually starting to see a trend where partnership teams even have eng resources, which is interesting since traditionally partnership roles have been held by marketing folks. It’s a cool time to be working with these teams
Jenna Earnshaw
thats awesome - and makes a ton of sense especially with integration partners
Susan LePlae Miller
It's important to have a balanced team of technical and non-technical to provide a solid strategy and implementation.
Cristina Flaschen
@Susan LePlae Miller or at least to work closely with someone in P+E
Susan LePlae Miller
@Cristina Flaschen - absolutely
François Grenier
for us moving to the current model allowed a couple of things: 1. better visibility internally, resulting in 2. better strategic alignment 3. smoother x-functional collaboration (product, marketing, strategy, etc)
François Grenier
in our case the evolution is also a natural one, from a “lab” state into a “verified hunch going strategic” state
François Grenier
we’re grouping pure business partnerships (reselling, agencies etc) inside the same org, as they tap the same marketing resources and eventually share some of our goals (acquisition-wise at least)
Jenna Earnshaw
For everyone @here - Who sets your partnership budget and how is your team structured? (from Ty)
Sunir Shah
At FreshBooks, the CEO, even though I reported to VP Marketing, because my team needed to coordinate with product and engineering.
Chris Lucas
In my past life we set as part of the marketing budget. That’s when we were a smaller team and marketing was running it. I believe Marketing/Sales and Product should have a hand in budget and product decisions…
Sean Matthews
@here Some additional questions…

I’m curious to know: has anyone “fired” a Partner, Reseller, Technology or otherwise? Why?
Sunir Shah
Maybe a better question is “Who hasn’t fired a partner yet? Why?”
Sunir Shah
@here I’m gauging the interest in having a member conference, September 16-18 in Montreal (at the AppDirect Engage) conference.

SaaS Connect is next April, 2020 back in San Francisco.

AppDirect throws a great show, filled with CXOs at F500 companies. Also a great chance to rub elbows with them.

They are willing to give us space in their event for a half day track.

I’d keep it focused as an in-person version of our weekly Q&As and AMAs, to work through professional issues with peers. Cost would be $495 for CSA members.

If you’re interested, ping me and I’ll get it organized. simple_smile
Sunir Shah
hey @Volodymyr Oleksiienko!
Tyrone Lingley
What would you rank as the top 5 conferences to attend for a BD/Partnership person in SaaS?
Jenna Earnshaw
SaaStr would be up there. Hubspot INBOUND as well (if partnership person is brokering relationships with agencies, inbound is 100% relevant)
Sunir Shah
Pick your anchor ecosystem and be there. Dreamforce. Hubspot. Shoptalk. Shopify unite. Amazon re:invent. Microsoft Ignite.
Lee Hadsock
agree with @Sunir Shah. We're at the relevant branded & bigger industry events for eCom (IRCE, ShopTalk, eTail, Magento Imagine, Shopify Unite, Salesforce Connections, etc. ) and more recently ERP/Accounting (NetSuite SuiteWorld, Acumatica Summit, QuickBooks Connect, Accountex, etc.). @Sunir Shah - interested in your opinion on Microsoft Ignite as we recently launched a MSFT NAV integration.
Sunir Shah
I really want to go to Ignite. It’s not cheap because it’s a big deal; it is Microsoft’s event. There are other people here who have been who could tell you more.
Tori Barlow
Hey everyone and happy Friday! Allbound wants to hear from you. Can you please take this 4 question anonymous survey, that will take approximately 2 minutes, to help us understand your partner ecosystem? We'll share the results with everyone here, too! https://www.surveymonkey.com/r/G3259KL
Sunir Shah
Happy Monday everyone!
Sunir Shah
I am organizing a lot of open bars for you all this fall.

I mean we’re all clear that this SaaS partnership thing is just a ruse to get free cocktails, right?
Cristina Flaschen
What is a “shadow-partner”? I’ve never run across that term before
Blair Beckwith (Railspur)
I’m not sure if this is common usage, but I’ve used this term to refer to “partners” that refer customers without a formal relationship – they might not even be known by the SaaS, but sit there silently referring clients.
Tyrone Lingley
@Larry Angeli any insight you can share with the group here?
Alex Glenn
Referring to anything around creating more formal relationships with those already promoting your product to their clients/audiences, and tracking etc...
Harrison Forman
Anyone have a good example of a FAQ section for their integration center or marketplace?
Sunir Shah
@Harrison Forman stripe is the gold standard
Harrison Forman
Great thank you
Scott Brooks
anyone know anyone around the google apps marketplace?
Jake Wallace
I can connect you with my contact. Please email me.
Sean Matthews
I’m pretty sure @Justin Eddy Knows it pretty well? Or at the least, might be able to help
Jake Wallace
@Sunir Shah ^
Sunir Shah
Manvinder is on the board
Sunir Shah
@Jake Wallace ^^ do you want to take it?
Scott Brooks
Thanks ! Jake sent an email
Bob Moore
Hi Everyone, I just wanted to extend a huge thanks to the community here for your help with getting Crossbeam off the ground. Yesterday we announced our Series A funding round, and this community played a big part in making that possible. Thanks for all feedback, patience, beta testing, and supportive vibes. We're just getting started here, and if we can ever return the favors I'm just a DM away! https://techcrunch.com/2019/08/21/crossbeam-gets-12-5m-series-a-to-help-companies-organize-their-partnerships/
Chris Lucas
Congrats @Bob Moore that is awesome!
Scott Brooks
@Bob Moore awesome !
Luke Swanek
I'm speaking with the partnerships team at a 2k employee software company and they're looking to launch a consumer app marketplace. They're primarily considering AppDirect or build in-house.

I'm wondering if anyone here has any experience in launching a consumer app marketplace at a company of a similar size/scale, and would be up to connect with them. They have the case studies/referrals provided by AppDirect, but are looking to go outside of that as well. thanks!
Adam Metz
@Luke Swanek Generally, my experiences with AD have been fairly good. I know their ex-partnerships lead if you need inside dirt.
Alex Glenn
I'd love an intro to him/her if you wouldn't mind @Adam Metz simple_smile
Luke Swanek
thanks @Adam Metz. Should be okay without the intro to AD (have a few friends there already), but definitely appreciate it!
Neeti
Someone at work asked today - Is it true that Salesforce’s partner program generates 40% of their revenue? Or is this an urban legend? How should I respond? :)
Joseph Fung
At NetSuite as we crossed a billion dollars ARR partners were generating about 50%, not sure if that one helps :)
Sean Matthews
@Neeti @Tom Elliott Was looking into that data point… He can either give or point to a post that he wrote that tries to untangle that.

Generally, the claim is that the AppExchange/APIs drive 50% of their revenue
Michael Kovacs
For other examples, Atlassian Marketplace generated $200M in 2018, which was over 20% of total revenue
Neeti
Thank you, all. Great data points!
Sunir Shah
Hubspot partner program generates 40% of their revenue. I think they have their companies mixed up
Sunir Shah
That is a famous case study
Neeti
@Sunir Shah, do you have a link?
Neeti
I only found a medium post from Peter stating number of partners and revenue %.
Neeti
@Sunir Shah, thank you!
Jake Wallace
Question for the group. On average how many new partnerships are added to your pipeline on a monthly basis? What is a reasonable number? It doesn't matter the type of partnerships, just partnership opportunities over all. Thanks!
Brandon Lytle
New partners in general or partner activities that are generating pipeline (leads, sales, etc)?
Jake Wallace
New opportunities
Brandon Lytle
15-20 I would say - but for our org I would say this is low and something we're working on growing
Dan Cath
Depends how you tier candidates (1/2/3) and how you prioritize accordingly across your team
Will Krispin
Hi everyone, I’m Will Krispin and I just joined 99designs as Strategic Partnership Lead before that I was the Director of Strategic Partnerships at SketchDeck. I look forward to insights and advice in the group and I’m excited to be part the community!
Sunir Shah
Hey Will, both such great companies. Welcome! Did we meet at SXSW?
Will Krispin
@Sunir Shah I think we might have but this would have been a couple years ago
Neeti
Hi everyone, Has anyone done any analysis of the big five tech companies partner programs?
Sunir Shah
What kind of analysis do you want to do?
Neeti
Number of partners, total revenue, number of tiers, maturity level etc
Sunir Shah
Microsoft commissioned a study from idc in 2010 about their ecosystem. That’s the only one I know
Neeti
@Sunir Shah, yep, I was on that team at that time. :)
Sunir Shah
I’m looking forward to seeing so many folks here at INBOUND tomorrow.
Neeti
Any experience scaling a partner program? What was your factor 2X, 5X, 10x and over how many years?
Curtis Davey
Scaling in sales? In partner numbers? Or both?
Neeti
Thank you, Curtis
Kapil Gupta
This is such an important topic. Setting up the right tools, systems, and processes are the key. Looking for more insights on this one.
Neeti
@Kapil Gupta, yes, and there isn’t much information on this topic
Curtis Davey
We've just launch our partner program here at NiceJob so I don't have any good case studies yet to share but we've seen about 10% month over month organic growth in the first 3 months of our program (partners) and over those partners the 80/20 rule applies with 20% of them driving 80% of sales so far. All I can share right now is that you should track partner performance closely and support/engage with your highest performers early on to learn what's working for them. Hope that's helpful
Neeti
@Curtis Davey, yes that makes sense and we are doing that
Susan LePlae Miller
@Curtis Davey - what are you using to track partner performance?
Curtis Davey
@Susan LePlae Miller Sorry for the slow response. I don't always get on Slack. We use PartnerStack to track clicks/sales, monitor our website for attributable traffic and keep an eye on their socials/blogs to see how they promote us to their audience.
Susan LePlae Miller
Thanks @Curtis Davey. -
Alex Glenn
We're putting together a little piece on the most successful saas partner programs of all time. If anyone has a favorite for any reason (ramp time, total revenue, uniqueness...) please lmk simple_smile
Rachel Fisch (Sage)
Drawing a blank pensivebut really interested in your piece once it's done.
Alex Glenn
Think Hubspot, Marketo, Asana... the main ones, but I feel like there are some gems I can expose that don't get quite the reach, but have amazing quality and partner sentiment...
Dustin Avol
Salesforce (pretty much invented the AppExchange/Marketplace)
Alex Glenn
Yes definitely @Dustin Avol - they are top of the list simple_smile
Reid Robinson
Recently joined Zapier on the partnership side of things and one of the reasons I did was because they have one of the most impressive partner programs. Especially since it's one that serves SMBs. Happy to connect if you have questions.

As for another company I'd nominate, LinkedIn's partner program was practically rebuilt over the last 2 years. Their focus on member privacy while developing a meaningful partner ecosystem is pretty awesome. Everything they do is with a "members first" mindset.
Neeti
Great! I have identified some criteria like # of partners, revenue, # of people on the partner team etc. and will send you a note and would contribute as I am doing a similar analysis.
Neeti
Also, what about the big five - Microsoft, Google, Amazon, Facebook and Netflix?
Alex Glenn
This one is all about saas only. The audience are Agency resellers of saas @Neeti
Rachel Fisch (Sage)
I'll second Zapier then as I've heard wonderful things about it! (Great job @Reid Robinson). Since I'm more in the accounting space Gusto comes to mind.
Alex Glenn
Great rec - we're actually recording with one of zapier's top agency resellers this week for our reseller course simple_smile
Jo Zhou
Great idea! It would be great to see companies that are in logistics (fieldwork supervision/surveillance in construction, shipping for example). The field might be narrow but would be great to see any best practices. Thx.
Henry Prevette
Hey folks - I'm new to the group! I manage Channel Partnerships at Impact.com (our platform powers all kinds of partnerships for ~ 1K enterprise businesses). We take a broad definition of "channel partnerships" and work heavily with digital agencies and technology partners. A feather in our cap is that our own channel partner base sources between 20-40% of our global new business each year - I'm a big believer. Looking forward to meeting folks and see what other people are doing.
Sunir Shah
Hey everyone, we’re gearing up for SaaStock Dublin in October as our first official gathering in Europe. Are you in EMEA and longing to meet other SaaS partnership executives? Reply to this comment and I’ll get you sorted.
Matt Irving
Hey folks! We are working on some updates with our Training and Enablement tools to certify partners. Does anyone have suggestions of LMS tools that pair well with their Partner Portal and CMS?
Chris Lucas
Not sure about integrations, but you might check out https://www.lessonly.com
Matt Irving
Thanks, Chris!
Ken Smith
Hello. I'm a new member. I attended the Cloud Software Association event last week at INBOUND19. Apeak Solutions provides marketing technology consulting solutions. We provide marketing automation support to clients using HubSpot, Pardot, Marketo, and Salesforce Marketing Cloud. We also offer digital marketing services through our partner NNC-Services. I'm open to learning more about the association members.
Sunir Shah
hey Ken!
Ken Smith
Hi Sunir.
Sunir Shah
@Ken Smith you support a wide array of MA tools; do you usually come in after the client purchased the MA tool?
Ken Smith
Yes. Often companies need implementation or migration help. We also provide fractional or remote staffing.
Sunir Shah
@Ken Smith I’m very curious about the agency : SaaS mix after this year at INBOUND talking to agencies. I just pushed this survey out to try to get a map of how agencies and SaaS companies work together. https://sbweb.formstack.com/forms/agencyconnect
Antoine Moreau
just filled it - super interested in seeing the results as that’s something we’re exploring right now
Sunir Shah
Help socialize it. simple_smile
Henry Prevette
i completed and threw it out on LI. Hoping to see the results as well
Sunir Shah
Thank you so much
Ken Smith
I saw the email you sent. That's why I subscribed. But link to survey wasn't working.
Sunir Shah
First email failed. I am a bit distracted today
Sunir Shah
as an MA consultant, I’ll take the judgment
Sunir Shah
It’s a zoo at the Shah household this week
Ken Smith
It happens to the best of us. I completed the survey. I'll forward it to my business partners who have more experience with software vendors.
Sunir Shah
thank you. simple_smile
Brandon Lytle
This is probably implied but Mutually Beneficial
Neeti
@Steve Deckert, customer and competitor insights (probably your 6), brand amplification/recognition.
Rachel Fisch (Sage)
Question for @everyone - What are the most important financial metrics to you in your business that are unique to SaaS?
Sunir Shah
@Rachel Fisch (Sage) I stick to the basics of cac (aka cpa), signups, conversion rates, arpa, retention (by accounts and revenue), and referrals then with more data lifetime value and carrying costs.

The most difficult financial problem with SaaS specifically is “amortization”. With licensed software which is purchased transactionally, the customer depreciates the purchase.

With subscriptions, the SaaS vendor unburdens customers of this risk and takes it on itself. This converts a capital expenditure for the customer into an operational expenditure. However it means the SaaS vendor cannot mark the entire lifetime value of the customer as revenue upfront and instead takes the risk the customer will churn or fail to grow; the opportunity is retention and customer account growth. This is fairer to be honest but it makes financial modelling more tricky for the SaaS vendor.

For instance, many SaaS companies try to go back to capex models by using annual or longer term contracts. But because it is still a service not a product, you have to be careful to mark that revenue as unearned and only move it to earned as time elapses. Legally you have to refund it to the customer if the work is not performed.

And of course lifetime value is a guessing game until you have been in business for years.
Rachel Fisch (Sage)
Thanks @Sunir Shah! (Hopefully you received my intro email by now)
Dina Moskowitz
Hey Rachel - adding to these metrics that if you have a partner program, you want to be measuring Cost of Reseller Acquisition as well.
Rachel Fisch (Sage)
Thanks! This is a great article.
Kapil Gupta
Hey everyone, what are some of the partner training and enablement tools you use for reseller partners?
Neeti
@Rachel Fisch (Sage) customer churn
Alex Glenn
We’re putting together an article on examples of success launching channel/partnerships ahead of when most would suggest (during PMF testing or even from the gate). This is a tough one because there are very few. So if anyone has any examples of software partner programs which were started early and successful, please share :)
Henry Prevette
Alex - would love more specifics on what you mean ("started early").
Alex Glenn
The recommended stage is post PMF... so anything before legitimate PMF is “early”
Alex Glenn
The easiest example is any software that launches with a partner program and kept with it to success @Henry Prevette
Jenna Earnshaw
@here open Q&A today! What questions do you have for your partnerships peers?
Jenna Earnshaw
We also welcome new question topics in the Votum Poll above!

Every Thursday, we'll pick one topic to discuss. What question do you have? (Vote early, vote often!)
Sunir Shah
I’ll get this back into the newsletter to restart now the end of summer break is over
Sunir Shah
We have a wonderful list of questions queued up. simple_smile
Aoife Kelly
Hey there - We are kicking off our partnerships program here in Procurify and setting up our processes etc. I'm hoping to learn how different orgs pay their partners (referral partners rev share) and manage this if not using a paid for tool/solution (we're not quite there yet)?
Joseph Fung
We're in a similar boat. Our productive partners are still a small enough list, that we track using a referral code (we use Recurly on our back end which helps) and aim to get the program large enough that we need to transition to something like PartnerStack
Joseph Fung
Happy to hop on a call, any time, to share what's been working - our program is still < 2 quarters old, so it's fresh
Henry Prevette
Hey Joseph and Aoief. How small is small? you can use a 3rd party partnership tracking tool for pretty affordable and save you more $ than doing manual things
Eugene Krimkevich
Hi all - anyone here have experience using a consulting/service agency to build and maintain product integrations for you on 3rd party app marketplaces? Pros? Cons? Would you do it again? What would you avoid/do differently?
Brandon Lytle
Hey Eugene - we have and currently do. If you're headed down this road I would just ensure the contract and agreement are tight. Expectation are clearly described and you have a great relationship with the partner. I've seen times where the partner builds the integration and the integration continues to build momentum and adoption but changes to the API breaks its. Getting the fix on the partners roadmap can be tough if the expectations aren't clearly agreed upon. I'd always try to have one of the software partners build the integration between them as there tends to be a clearer mutual interest to fix it if something breaks
Chris Generalis
Hey Eugene - I work for Celigo, an integration platform as a service. We have 2500+ customers with integrations to hundreds of popular software applications like NetSuite, Salesforce, Zendesk, etc. I'm happy to set up a time to chat to see if there might be a fit. If you're interested, please ping me on and we can set up a Zoom.
Eugene Krimkevich
@Brandon Lytle thx, appreciate that input! Just curious, are you typically requesting some kind of SLA from the partner to ensure maintenance in the event of API updates, etc?
Cody Jones (Zapier)
@Eugene Krimkevich - I can only presume you are finally building a Zapier integration?? joy
Eugene Krimkevich
@Cody Jones (Zapier) certainly giving it the ol’ college try simple_smile
Taylor Baker
Hello All! I produce and host a partnership podcast called The CoSell Show. You can find our first 5 episodes on iTunes https://podcasts.apple.com/us/podcast/the-cosell-show/id1477320248. We discuss all topics on coselling, co-marketing partnerships, and more. We are always looking for new guests, and I would love to hear from some of you! If you have any questions or are interested in connecting, you can contact me at my email, - thank you!
Rachel Pardue
My company LOU, officially launched our Digital Adoption Platform on ProductHunt this morning rocket Now self-serve user onboarding and training for SaaS platforms is just one click away! I'd love to know what you think. https://www.producthunt.com/posts/interactive-tutorials-by-lou If any of you would like to try it out let me know and i'm happy to upgrade you for free blush
Alex Glenn
Most of you have your programs pretty well ironed out, but if you want to hear me rattle off some stuff out of my brain for 30min, come to the webinar on "How To Leverage Partnerships Early on..." https://limitless.hippovideo.io/webinar/alex-glenn/how-to-leverage-partnerships-early-penetrate-competitive-market/?utm_source=linkedin&utm_medium=socialpost&utm_campaign=alex-glenn-webinar
Alex Glenn
(also, huge thank you to @Joseph Fung at Kiite for giving me the details on why they launched "early")
Sunir Shah
Hey folks, we’re working on keynotes for SaaS Connect. We’ve been doing this for 10 years so we can get a little narrow in our creativity.

Simple question: who do you look up to in the industry? (DM me if you prefer.)
Jake Wallace
[Discussion] Hey everyone, I've got an Apple App Store question for you. Those of you who's businesses have an app in the Apple App Store, this one is for you. Are you getting push back from Apple about adding a signup/billing mechanism to your _free_ app in their store? What I mean is you have a free app and allow your customers to download the free app to access their platform. However, the customer signed up on your website and paid for a SaaS fee outside of Apple. Apple is now requiring those apps to include some where within the UI to be able to sign up for your SaaS Platform and then take their cut. I'm just curious if anyone else is going through this same process and if so, would you mind chatting further? (DM me if you prefer)
Frans Leys
We’re nowhere near this stage for PieSync (there’s no mobile app in fact) but it’s a very interesting issue/topic I didn’t even realize existed if we were to go down that path. Thanks for opening my eyes on this one simple_smile
Frans Leys
What cut would Apple take? On the entire lifetime SaaS subscription?! What if you actually decided, in a very counter intuitive move, to make your app paid, say for one dollar, or even 50 cents. Would they make a fuss about it then? (in certain apps you could even offer a couple of dollar cashback on their SaaS if they complain about your app not being free :p)
François Grenier
isn’t this why spotify called them out in a vindictive campaign a few months ago?
François Grenier
they were trying to enforce their “in app purchase” mechanism for which they take like 30% rev share, which really pissed spotify off
Jake Wallace
What was the end result of that @François Grenier?
François Grenier
can’t remember i lost track
François Grenier
(including the add spotify launched)
François Grenier
https://www.apple.com/newsroom/2019/03/addressing-spotifys-claims/ for apple’s response (read it at the time but don’t really remember the details)
François Grenier
the essence of the conversation is whether it is fair to pay apple for subscriptions fee from app they promote - given there is no other way to get the app on an iphone (no side-loading) the question deserves to be discussed. how greedy apple is, or how dependent on them spotify is seem to be the debate
François Grenier
can’t remember anyone looking at who brings what share of the actual value to the user and what a fair share really should be
François Grenier
a better known example in our SaaS world is revshare marketplaces like salesforce appexchange, wix’s, etc
Sunir Shah
@Jake Wallace Apple reversed this policy in 2011, but they reinstated it. It usually comes down to if you’re soliciting purchases from within the app (i.e. don’t do that) or just making an API client for a service purchased elsewhere. Like anything it depends on your rep you are dealing with.

The relevant section of https://developer.apple.com/app-store/review/guidelines/ is 3.1.5(a) Goods and Services Outside of the App

If your app enables people to purchase goods or services that will be consumed outside of the app, you must use purchase methods other than in-app purchase to collect those payments, such as Apple Pay or traditional credit card entry.


OTHER RELEVANT LINKS

2011. https://www.macrumors.com/2011/06/09/apple-reverses-course-on-in-app-subscriptions/

2018 https://stackoverflow.com/questions/23790971/managing-payments-outside-the-app-store

Spotify passes Apple tax to consumer with IAPs https://blog.chartmogul.com/state-of-subscriptions-app-store/
Sunir Shah
@channel Reminder: Thursday Q&A returns tomorrow, 10am PT / 1pm ET right here in #general.

The topic tomorrow is

App Marketplace marketing

Listings What do you put in your listing to get the most attention and conversions?

Reviews How do you get 5-star reviews efficiently?

Content What is the most important content to put in your marketplace? How do you work with the apps in your marketplace to update their content? What content are you looking to add?
Sunir Shah
@here The CSA needs you to speak at SaaS Connect. Everyone here has a partnership case study. What’s the biggest project you’ve done in the past 12 months? Let’s hear about it next April 15-16 at SaaS Connect, the only conference for SaaS partnership execs.

Submit here https://sbweb.formstack.com/forms/sessions
Sunir Shah
Good morning, everyone! Weekly Q&A resumes today at 10am PT / 1pm ET. I’m looking forward to it. simple_smile
Sunir Shah
@channel Our weekly Q&A resumes today at 10am pt / 1pm et right here in #general. The question today is about how to market through app marketplaces. How do you make your listing, get reviews, and work with the marketplace?
Sunir Shah
@here Let’s kick off our Q&A
Sunir Shah
The question today is about how to market through app marketplaces. How do you make your listing, get reviews, and work with the marketplace?
Sunir Shah
As always, fire your questions away. And if you have an answer, please use the reply feature of Slack so we can keep the answers threaded.
Sunir Shah
Also would like to thank @Alli Holt from G2 for posing the question
Michael Kovacs
thanks @Alli Holt for thinking of this subject/question, super interesting
Alli Holt
Thanks @Michael Kovacs! Marketplace presence can be so crucial to the success of a business or solution, but still feels like uncharted territory to many, so I think there's a ton we can be learning from each other in this space!
Sunir Shah
My biggest question is how do you build up your 5-star reviews on a marketplace? How, when, and what do you say to solicit your customers to write a good review?
Alli Holt
Hi Sunir - great question. G2 partners with marketplaces to help syndicate G2's reviews into marketplaces to gain trust and credibility with buyers. We have a number of best practices around generating reviews and highlighting the customer voice. One being coupling it with your NPS surveys - after a happy customer leaves a certain NPS score (or higher), send them a link to leave a review on your G2 profile. Also, equip your CSM and RM teams to send this link after they have a great call with a customer. Getting in front of them at the right time, when your solution is top of mind, is critical.
Sunir Shah
My second biggest question does anyone have a case study of improving a marketplace listing and seeing an obvious improvement in results? And if so, what did you do to improve your listing?
Michael Kovacs
This is hard because the listing structure will be defined by the marketplace owner. No case study but anecdotal (and may be overly simple) but for any images of the product or UI, making sure they are really high quality and sized exactly for what the listing needs does help. Seems obvious but have seen a lot partners just use whatever they have and it doesn’t come across well.
Jacquie Sandberg (DeepCrawl)
I'm curious about what marketplaces CSA-folks are listed on
Sunir Shah
Leads to a follow-up question… which marketplaces have shown the best results?
Sunir Shah
There has been evidence that the various referral marketplaces have quite differentiated segments. e.g. G2 is upmarket and Capterra is more smaller businesses. I’m not sure if that remains true in 2019.
François Grenier
we’ve been listed on a bunch of marketplaces for a while, but not really focused hard on enabling them as a proper channel. But from our experience, there are two main families: the ones where you’re on your own (on paper and/or in practice) - e.g. wordpress.org plugin directory which is not curated, and for which the only game plan is SEO and reviews, and the ones where you can work with the partner to improve visibility with proper partnership work
Sunir Shah
@François Grenier do you ever work on improving your seo in say Wordpress.org? Any learnings?
François Grenier
we will. we haven’t yet
François Grenier
that’s why I’m eyes on this Q&A wink
Sunir Shah
The best marketplace seo information is actually on SEO for the iTunes app marketplace.
Sunir Shah
Simply because there is a lot of volume, measurable results and money
Sunir Shah
Many of the tactics are transferable like searching for your product category and identifying the unmet position and putting that in your headline
Sunir Shah
Or scanning 2 and 3 star review and ratings of competitors for what is missing in the market, and with what terminology. (1,4,5 star reviews are usually trivial comments)
Sunir Shah
A long time ago csa members compared notes and found with web marketplaces people would not click from the marketplace but would google the company and sign up from the google flow; not sure if that is the same today. Good marketplaces allow you to integrate google analytics or tracking pixels
Michael Kovacs
@Sunir Shah - for your follow up Q about about which marketplaces are best. We find there is no objective best, and instead it depends on how much customer overlap there is (or could be), or how complimentary your app listing is to the core platform. For ex, Docusign is (or at least was) the #1 app in the Salesforce AppExchange because Salespeople really care about signing deals.
Michael Kovacs
and a lot of developer tools have had success in the Atlassian and Github marketplaces because they are selling to the same audience (devs/engineers)
Michael Kovacs
A different way to tackle the SEO problem that we’ve seen is to write a blog post about your integration/listing, how/why you did it, the value for joint customers, etc. and pitch it for publishing on the marketplace company’s blog - to increase traffic to the listing from outside the marketplace.
Alli Holt
I'm curious - do any of the marketplaces you work with equip you with best practices, playbooks, or support in getting reviews onto their marketplace?
Jacquie Sandberg (DeepCrawl)
In my limited experience (1 marketplace listing), no.
Sunir Shah
@Alli Holt What does G2 provide?
Alli Holt
When we partner with companies to bring G2 reviews into their marketplace, we provide training and best practices to the vendors to make sure they have enough reviews to really help with conversion in the marketplace. A lot of people say they have a "Review" tab that sits empty for months or years because, frankly, generating reviews is really hard. At G2, it's our bread and butter so we help them set up review campaigns, best practices to generate reviews on their own (ex: put a link to leave a G2 review in your email signature!), and help them better understand the value of reviews both within the marketplace, and for feedback on the solutions they're building. We typically hear that they've never had a review strategy before for their marketplaces, so was curious if anyone has experienced any differently.
François Grenier
some do, some don’t
François Grenier
for the ones who do it is not always actionable
François Grenier
not easily anyway. e.g. salesforce appexchange, the barrier to entry is very high, and once you’re in it still is up to you to work the channel, so as much as being there may make sense for your business, “working the channel” the way salesforce advises may not always be applicable to who you are and how you sell
François Grenier
salesforce for instance has a ton of doc on how to work with their sales and CSM teams
François Grenier
but in our experience those are not practical for relatively small ARPA and self-serve business
François Grenier
so you have to find the pocket in the partner org that can support your efforts
Alli Holt
@François Grenier This is so true! I love working with Salesforce but sometimes it's hard to navigate all of the resources and find ones specific to partnership teams
Michael Kovacs
A great (albeit more advanced) example of support and good practices is the Atlassian Marketplace where they allow partners/developers to reply directly to user reviews and display that within the app listing.
Alli Holt
Thanks for sending this example. We allow G2 reviews to be responded to, as well, and think it makes a huge difference in the experience
Sunir Shah
What are the different strategies for marketplaces tied to anchor apps (e.g. Salesforce AppExchange, AWS Marketplace, etc.) vs. the ratings and reviews marktplaces (e.g. G2, Capterra, GetApp)
Michael Kovacs
To the extent you can influence what is in the review (how you phrase a question, manual reach out) the difference in strategy is 1) G2/Cap - viewers want to know about the product offer as a whole, what is does, what features apply to them, if it may fit their needs etc - so the review should be (ideally) about the full product experience (onboarding, set up, ROI, usage, etc)
Michael Kovacs
2) Anchor app marketplaces - Viewers want to know more specifically about how it interacts and works with the anchor app directly. Ex. An integration saved them time, allowed them to eliminate manual tasks, created a unified experience etc. So the extent to which the review can talk about how your listed apps compliment the anchor app will help. A lot of time the viewer may already be a customer of your app and is looking to connect the 2 systems so don’t need a traditional review of “is this good” more just that someone else did what they want to do.
Eliza Wróbel
Hi! What is your experience with Zapier integration? Or any other App Exchange platform? Have you ever checked how many sales did you get from the integration? simple_smile I have a problem with the estimation (in terms of sales). I was looking for some case studies, but there is not much of that. disappointed
Jake Wallace
Hi Eliza, so unfortunately, Zapier doesn't provide much insight into this. We measure this integration based on usage, LTV and ARR per every user that has connected to Zapier.
Eliza Wróbel
thank you simple_smile
Pravin Arokyaraj
Zapier sends a monthly newsletter with the usage metrics of the app. We have a lot of apps in Zapier (including a separate category on our own), and a lot of our customers use Zapier, but sales estimation is always a challenge.
Sunir Shah
Happy Tuesday everyone! We’re still recruiting speakers for SaaS Connect, April 15-16 in San Francisco, the one and only SaaS partnership conference.

https://sbweb.formstack.com/forms/sessions
Victory at POWr
Are we allowed to speak on experiences at previous companies? Or does it have to be something in your current role?
Sunir Shah
If you have permission to speak on a past case, yes
Sunir Shah
from your previous employer
Victory at POWr
Got it. Thanks Sunir!
Jake Wallace
I'm looking for some examples Who's got the best example of partner tiers listed on their public site? I'm looking for some inspiration!! I see Justworks has one: https://justworks.com/partners Anymore?? Help...
Jake Wallace
Yes, they're on the list wink Thank you! Also feel free to toot you're own horn!
Alex Glenn
Drift's is up their for clearly defined, being very 'human' and focus on their IPP: https://www.drift.com/partners/
Jake Wallace
Thanks everyone... this is great!
Curtis Davey
We have multiple tiers on our site. Doesn't quite compare to Xero or HubSpot but feel free to take a look and provide some feedback if you like. https://get.nicejob.co/partners
Jake Wallace
awesome - thanks!
Sunir Shah
@channel Our weekly Q&A is tomorrow at 10am PT / 1pm ET. Our topic is What makes a great agency partner?

How do you qualify who will be a good agency partner? How do you compensate them? How do you find more like them?

Add to calendar https://www.addevent.com/event/nX3958772
Alex Glenn
This is right up my alley raised_hands see you tomorrow
Sunir Shah
Has anyone kicked off an outbound sales process? I’m neck deep in building one for AppBind. I’m curious how you iterated and improved your opening message.
Sunir Shah
@channel Our weekly Q&A kicks off in 10 minutes at 10am PT / 1pm ET today. What makes a great agency partner? (thanks to @Jake Wallace)

What makes a great agency partner? How do you qualify who will be a good agency partner? How do you compensate them? How do you find more like them?

Write your questions here in #general. Don’t be shy! The more the merrier.

If you have an answer, please use Slack’s reply feature to keep the conversation threaded.
Sunir Shah
@here Let’s kick it off. What does make a great agency partner?
Robert Rand
It may not be the obvious place to start, but I'd say an agency that is prepared to dedicate a point person to manage the partnership with you long-term. Whether it's for marketing, co-selling, support, or other topics, it won't be much of a relationship if after an agreement is signed there's no one to collaborate with.
Sunir Shah
@Robert Rand In your situation, are you sending clients to them or are they sending customers to you?
Steve Deckert
Some of the ways you can value an agency partnership (or any partnership, really).

Different types of agencies/channel partners tick different boxes to varying degrees.

1. money 2. leads 3. referrals 4. value-add services on top of our product 5. building integrations with our product 6. market presence/awareness via marketing & GTM 7. intel/relationships/credibility
Robert Rand
@Sunir Shah I've had the benefit of being on both the Agency and the SaaS side, but at JetRails, on average, we receive more leads from our partners than we're able to reciprocate with. However, we do reciprocate with leads as best as possible. These are mostly referral partners (as opposed to reseller), so our partners tend to value net new business that we can refer to them even higher than referral commissions.
Alex Sirota
I am speaking from the side of an Agency (sorry I missed the discussion earlier today). What makes for a great partner? 1) keep abreast of new features and how they can improve the lives of our customers 2) "productize" the service offerings where the agency adds value 3) ensure partners are involved in your support efforts whenever possible (esp during referrals from your customer success or support teams)
Alex Sirota
Our best referrals come from 2 partners who don't compete with us (don't do Professional Services themselves) and understand our service offerings clearly so they know when/how to recommend a customer to us.
Sunir Shah
How do you qualify who will be a good agency partner?
Robert Rand
Size is a great starter. SMB, Enterprise, etc.
Adrian Tobey
Quick project turnover
Carl Pezold
can they sell. do they find new logos
Sunir Shah
@Carl Pezold Do you do anything to convert non-sellers to sellers or are you only focused on the ones that drive sales from the beginning?
Carl Pezold
we try to appeal to their business goals: faster/smoother projects, competitive advantage
Carl Pezold
we offer commissions, but honestly that does not move the needle too much
Sunir Shah
@Carl Pezold What do you think moves the needle?
Robert Rand
Personally, I've found that Sales Enablement (training a partner's customer facing team(s) to both identify a good opportunity for us, and to represent the value that we bring) moves that needle.
Robert Rand
So does staying top of mind, whether through marketing, events, check-ins, or other mechanisms. In many cases, these partnerships can be relationship driven.
Adrian Tobey
Excuse my lack of lingo. What defines an "Agency Partner"
Sunir Shah
An implementation partner; not the end customer, but some agency the customer has hired to help solve a business problem. Like setting up marketing automation for them.
Steve Deckert
Are we using this interchangeably with channel partner, or as a subset of channel partners?
Sunir Shah
It’s strictly a subset.
Alex Sirota
We are an "agency partner" although our customers don't call us that. They just call us partners. We have formal relationships setup with Formstack and Wild Apricot. Working on a Partner status with Google Data Studio now as well.
Alex Sirota
NewPath Consulting (www.newpathconsulting.com)
Sunir Shah
Here’s a common question.. what percentage of your agency partner program actually bring you new clients?
Adrian Tobey
Currently, maybe 2/30
Carl Pezold
for Celigo - same, 20 - 30%
Sunir Shah
@Carl Pezold Anything you do to get it that high?
Carl Pezold
we enable them to get new sales. We offer an iPaaS. They are representing a platform (Hubspot, Magento, etc.) primarily
Carl Pezold
We can enable them to sell their projects by addressing the integration issue
Addison van Gulden
We see > 20%, But the impressive point is the LTV and output of this customer group is significantly higher than a customer acquired through standard marketing channels.
Sunir Shah
@Carl Pezold Do they come to you after they have the problem and need a solution for an active client project? Or before in anticipation of encountering a problem with a client?
Sunir Shah
@Addison van Gulden Is that for Shopify Plus only or across all segments?
Carl Pezold
mostly after they have the problem, its more reactive that they reach out to us. When we approach them, getting mindshare is an uphill battle
Sunir Shah
@Carl Pezold I’d guess that’s the nature of your iPaaS solution, as it fits a pain that only happens deep into a project.

From the agency’s POV, it’s not a pain that wins a new client project for the agency, but happens during fulfillment of the project.
Sunir Shah
Is that right?
Carl Pezold
Yes. integration is further down the food chain. People identify a problem - need to fend off a competitor, need to open a new sales channel, etc. then pick a platform/agency - then think about integration.
Carl Pezold
I use the analogy: if you are building or remodeling a new kitchen, you start with a GC and pick our cabinets, appliances. Finding your plumber is not the top of your list and you will probably rely on your GC. That said, try to operate a kitchen without gas or water.
Sunir Shah
Funnily enough, I use a similar analogy for AppBind; why should the client buy something like Celigo directly instead of getting their agency to manage it. It’s like your plumber asking you to buy flux when fixing your sink.
Addison van Gulden
@Sunir Shah across all segments, of course a higher percentage if you just look at Plus
Steve Deckert
I think it's important to differentiate between agency partners that bring you a client vs those that bring you a client _at a certain frequency & value_.

There are a lot of partnerships that die after the first client.

I think the ideal state is to have some sort of RFM target and measure agency partners against this target.

Example: our goal is to have of 30% agency partners sending us 3 deals per year at a total average contract value of at least $1,000 combined.
Alex Sirota
I think many SaaS vendors don't build a proper agency partner program and then expect those partners to close many deals. I have seen a lot of "hedging" with partners. The vendors sometime directly compete with their partners, especially for larger deals. It's nice when that doesn't happen.
Alex Sirota
Many agency partners don't have a proper marketing/sales channel to actively build business so most of the business is by word of mouth. One thing that we have noticed is run off effect between 2 vendors. We almost always introduce Formstack when implementing Wild Apricot (our bread and butter partner). So Formstack gets a mention (and a new customer) when we do a Wild Apricot implementation. These sort of nice "fits" is what generates new customers for our SaaS partners.
Alex Sirota
We close deals when 1) our SaaS partner understands what sort of customers are best to send to us and 2) when our customers are in the early stages of evaluating a product or have tried to do it themselves and failed.
Alex Sirota
Some technical products like iPaaS beg for agency partners. But many SaaS products can do just fine with an affiliate program although even then unless you're strictly in the affiliate business it's hard to make any real money there considering the avg monthly costs of most SaaS products.
Alex Sirota
With Wild Apricot we get about a 10% commissiojn fee for first 2 years of the SaaS monthly/yearly license and we charge an implementation fee with a 1 year support plan (www.newpathconsulting.com/wild-apricot.html) -- it has taken us 3 years to get into these fixed packages after 20+ implementations.
Alex Sirota
Suffice it to say we bring Wild Apricot lots of high LTV customers who either stay on the product (through the redesign pack) or migrate to Wild Apricot from a competitive solution. Without us it's unlikely these customers would have "closed"
Robert Rand
I'd add that my number will differ between "active" partners and "inactive" partners, which I'll admin is subjective. If I look at all signed agency partners, more than 30% that have brought us at least one qualified customer this year. If I look at only "active" agency partners - those that have engaged with us in any way in the past 6 months (check-in call, marketing campaign, submitted a lead), that figure goes up above 50%. So engagement in the partnership is a big deal in our structure.
Sunir Shah
Did you change your marketing to find more agencies like your best ones?
Sunir Shah
I think a better way to flip this question is what do you as the SaaS company do to make the agency look great to their clients?
Alex Sirota
That's a great question.
Alex Sirota
1) Have an actual /partners page like wildapricot.com/partners or formstack.com/partners -- expose that you actually do this
Alex Sirota
2) train your customer success/support staff to REFER via a warm lead referral
Alex Sirota
3) if possible create a proper training/co-marketing/certification program to increase the capacity of each partner
Alex Sirota
And dump the partners that are in name only (have minimal yearly project goals so partners with 1 implementation in 3 years are not on the list). Need to be active.
Carl Pezold
b/c agencies are inundated with ISVs/SaaS vendors that want to get into their portfolio, you have to stand out. We try to tune our value prop to the right persona at the agency. Head of Pro services wants to manage his/her bench. Sales leaders want to projects/revenues. So, your pro Serv. leader needs to know your product is stable, well documented and you are going to offer excellent support. Offering up top talent to onboard them and educate them is a good investment. The sales leader wants to make sure you are goign to add value in his/her sales cycles. They need to see that you can 'tow the line'/be part of the team and often... stay in your lane
Jake Wallace
What are the best conferences where you'll find the most agencies (regardless of vertical, ecommerce) at?
Sunir Shah
summoning @Alex Glenn
Jenna Earnshaw
Inbound
Carl Pezold
Magento Imagine, Shopify Unite
Carl Pezold
IRCE
Jake Wallace
any other verticals out there? MarCom in general?
Jake Wallace
Talk to me about agency support. In your organization, what is the structure? Agency Partner Manager and maybe a Agency Account Manager? How many agencies per Account Manager?
Carl Pezold
I have a rep that spends about 50% of his time managing 3 active agencies and ~20 lower stage folks, in order to get about $90k in ACV per quarter
Sunir Shah
@here thanks everyone. I’m getting back into summarizing these Q&As and posting them for future reference.
Sunir Shah
feel free to continue the discussion
Sunir Shah
hey @Amir Reiter welcome
Amir Reiter
@Sunir Shah Appreciate the invite.
Sunir Shah
Happy Monday. I’m excited for SaaStock; flying in red eye and hitting the ground running all meetings. Our party is almost full so if you want to register, now is the time. https://www.eventbrite.ca/e/saas-connect-cocktails-at-saastock-tickets-74014875485
Tori Barlow
Hey everyone, Crossbeam and Allbound’s CEOs are collaborating to bring you the state of the art channel ecosystem. Explore what's possible in channel management today and a jointly shared vision for the future of partnerships. It's October 22nd, 10:30 PT|1:30 ET. If you want to join, please register here https://zoom.us/webinar/register/2715710845715/WN_yCjJ9FpdTm2sztSJgVEDbA @Sean Blanda (Crossbeam) @Matt Nicosia
Alex Glenn
The Agency Reseller Course is live in Teachable for all of you interested in how agencies think about reselling software and incorporate you into their sales systems.

It took 3 months and cooperation with 7 agencies.

https://www.linkedin.com/posts/alex-glenn_agencymrr-mrr-softwarepartnerships-activity-6590271731926130688-knfj

DM me for a coupon code if you are interested in taking it ok_hand
Thomas (SaneBox)
Looking for a technical writer - if anyone has a recommendation, please DM me simple_smile
Kasey Bayne (Pocketed)
I haven't worked with her directly, but I've heard good things about: http://www.emilyomier.com/
Thomas (SaneBox)
thanks
Sunir Shah
@channel Join our weekly Q&A tomorrow 10am PT / 1pm ET on Metrics for channel performance

What are some of the metrics you use to measure channel performance? How do you measure channel partner performance, other than revenue?

Add to your calendar https://www.addevent.com/event/fH3978832
Adriana Scalora
Last call! RSVP now for this Monday October 21st downtown San Francisco! Focus on Partnerships? Looking to build a SaaS channel? Join us in SF on October 20 and 21 - RSVP - Early bird sold out https://www.eventbrite.com/e/channel-workshop-how-to-succeed-with-channel-partners-san-francisco-tickets-75026954641
Christina Robinson
I will be there!
Joel Evers
Live feed expected?
Adriana Scalora
there won't be time! It's an interactive and content-packed event with a compressed agenda! RSVP here http://bit.ly/San_Fran_Channel
Adriana Scalora
RSVP - last few spots http://bit.ly/San_Fran_Channel
Jake Wallace
@channel Our weekly Q&A kicks off in 15 minutes at 10am PT / 1pm ET today. What are some of the metrics you use to measure channel performance?
Jake Wallace
@here Let's kickoff today's Q & A! Please use the thread feature to answer or comment on questions.
Christina Robinson
Yes!
Jake Wallace
What are some of the metrics you use to measure channel performance?
Jake Wallace
We take the number of connections to an integration, the LTV and ARR as well as Churn to measure our integrations. This helps me to focus on building a relationship...
Christina Robinson
At xAmplify, we measure partner participation in co-marketing, AND we measure their customers’ engagement with campaigns
Jake Wallace
Yes!! So do we... Marketing has a series of questions to measure the audience of a partner. This has helped in my conversations as well
Christina Robinson
How do you collect the answers to those questions?
Jenna Earnshaw
How do you measure partner participation in co-marketing @Christina Robinson
Christina Robinson
@Jenna Earnshaw We automate the process, through our platform through which we can send co-branded to and through our partners, which they can redistribute to their customers/prospects. Our platform then tracks all the engagement metrics of the partners AND their customers/prospects.
Jake Wallace
@Christina Robinson, I use a basic google form that MKT has created to answer those questions. Usually on a call or via email.
Jake Wallace
@Christina Robinson what platform do you use?
Christina Robinson
We use our very own xAmplify platform. It was designed to automatically collect those metrics to take the legwork out of calling/emailing to collect that data
Jake Wallace
How do you measure channel partner performance, other than revenue?
Jake Wallace
At AWeber, it's through co marketing. How'd the last webinar go from a attendance stand point. Do they get good engagement via social
Christina Robinson
@Jake Wallace How do you engage your partners to participate in the co-marketing and track their participation from there?
Jake Wallace
I'm in constant communication with MKT and always making sure partners are included. I attend marketing planning and when a partner makes sense, I then reach out. I have regular cadence w/ my top 25 partners
Christina Robinson
@Jake Wallace Are you able to send event invites through your partners and accurately measure their participation and then be able to accurately attribute attendance/lead metrics to them?
Jake Wallace
Anytime we do co marketing w/ a partner we do track it through UTM prams
Christina Robinson
Nice! Do you have a team in place to assign and track them?
Jake Wallace
Yes... we have a data analyst and it's part of his reporting
Christina Robinson
Have you found any ways to auto generate, assign and track UTMs?
Jake Wallace
Hmmm.. I'm not sure. That would be a question for our DA simple_smile
Jake Wallace
How do you identify when a channel partner needs proactive support?
Jake Wallace
We have a monthly report that we publish. We measure the trends and how many lost connections occur. I'll reach out and just on a call with said partners to understand what they're doing differently. Same goes for over performing partners as well!
Christina Robinson
This is great, @Jake Wallace. Nurturing partners is such a crucial part of any channel program. Now that we are able to not only see when and how our partners engage with our co-marketing campaign, but how their customers interact with them (clicks, watch times, rsvps etc) we are able to get a very clear picture of which partners are actually getting more engagement, even if they aren’t closing much. When they have good engagement scores, we are able to really jump in and support them - get them over the hump to start converting and closing more.
Jenna Earnshaw
How is everyone using training/certifications to measure channel performance? how important is this as part of the channel performance?
Jake Wallace
I think its really important to have a certification program. That way it ensures that the partner does know your product and can speak on behalf of your company to their customers...
Jenna Earnshaw
@Jake Wallace (or anyone else) is this a metric you are personally measured on? e.g. how many partners did we certify this month / quarter etc?
Jenna Earnshaw
and do you see a correlation between certification and performance? if so how is it tracked?
Jake Wallace
So we don't have a cert program here at AWeber - it's something that we're talking through now. I was on the other side of the fence before AWeber. So we were getting certified.
Jenna Earnshaw
Did you find it useful? all of it or just some? I've spoken to some partners who are a member of 10+ programs and they find some of it repetitive
Jake Wallace
It totally is repetitive. As for the company that is certifying these partners, it makes sense.
sudhir
@Jake Wallace @Jenna Earnshaw In my opinion certifications work if you are looking for implemetation partners, however if you are expecting Partner to Sell and represent your product, its like sending one of your engineer for a Sales pitch simple_smile
Christina Robinson
I like this thread.... For those who do have training/cert programs, are you finding it difficult to get your partners to engage? I have actually been trying to research this for a bit. Thinking from a smaller partner perspective, do you feel they have trouble finding time to train? Are more partners reluctant to join you for fear of losing sales time to training?
Christina Robinson
@sudhir I agree completely... as a wise man once said, “I don’t need to know how the clock works, I just need to know what time it is :-)
sudhir
Also the sales teams at partners are not the ones gettign trained and the enginnering guys at partner in turn traning the sales might be generally hilarious.. With this situation just think the Marketing person at the partner getting knowledge from a certified engineer and Sales guy having a strategy and now Market it simple_smile
Jake Wallace
How do you qualify channel partners to know who to invest in?
Christina Robinson
Well revenue is always part of that equation, but we like to look for ways to measure intent/willingness as well. What metrics do you like for this?
Jake Wallace
Revenue & Audience are two main metrics
Christina Robinson
By audience, do you mean audience size, or behavior?
Jake Wallace
Yes, do they have an overlap in customers. Meaning do they focus on SMBs rather than Enterprise? As one example...
Christina Robinson
Do you then like to focus on having a variety of partners with a variety of audiences, extending your reach? Also, drawing from your SMB and Enterprise example, do you do anything to sort of factor in time in takes to convert a sale... meaning it can take months to close an enterprise business, but SMB closes tend to happen much faster?
Jake Wallace
You're correct about variety of audiences, however we don't deviate too far from the norm. As far as closing time for SMBs or Enterprise. We tend to only focus on SMB customers. So we don't really factor those two in.
Christina Robinson
Fair enough, for your partners with audience overlaps, do you find there is much channel conflict? If so, how do you resolve it?
Jake Wallace
For us, we don't have much conflict
Steve Deckert
Do they work with similar companies/technologies as us?

Do they work with competitive solutions?

Do we already share a client?
Jake Wallace
What is your frequency when reaching out to channel partners? Daily, Weekly Monthly... What is determined when considering more regular outreach?
Maritza van den Heuvel
Sorry I couldn't make the main slot today! Our outreach is fairly ad hoc at the moment, and mostly focused on our top partners that are actively implementing projects with clients.
Maritza van den Heuvel
However, we're now starting to formalize our partner program much more, and we're starting to talk about a partner retention program that involves a regular cadence with different tiers of partners. We haven't established specific rhythms yet, but it's likely to be based on data trends in their other metrics, e.g. RFM data points.
Jake Wallace
@channel about 15 more mins to get your questions in for Q & A.
Jake Wallace
Have you ever recruited a channel partner who is not say a Tech solutions company, and from a different area say accounting to be your partner (success/failures) - a question from a member...
Rachel Fisch (Sage)
Sorry I couldn't make it at 1:00. But we do have a combination of tech solutions and accountants as channel partners. The difference between who is a right fit for what can be which product they are representing, as well as if we are using a resale-type model or a sell-through one. Some of our products that would typically be through a traditional tech solutions company are very finance heavy and at least require some considerable accountant involvement through the solutions/implementation process. Interestingly, as the accounting industry is shifting, we are seeing more accountants want to go full tech advisory and this is a great fit for those finance-heavy products.
Christina Robinson
Q & A was fun! Thanks @Jake Wallace for hosting!!
Jake Wallace
@channel Thanks so much for those who joined us today. Those who couldn't, feel free to comment/answer any questions you see here. Let's keep the chatter going. See you all next week!
Zac Fuld
Hey! Anyone have a good example/template for a Partner Business Plan? In other words, a document used to plan strategy/execution between two partners for a quarter, year etc.? Ideally for technology partnerships, but open to anything that you think would be valuable. Thanks!
Zac Fuld
Thanks @Sunir Shah! Will dive into this
Kasey Bayne (Pocketed)
I forgot how awesome that resource was! Just shared with a friend who I've been sharing partnership tips with nerd_face
Sunir Shah
Remind me to do more of that. I have a huge backlog
Sunir Shah
In my infinite spare time
Kasey Bayne (Pocketed)
Sunir-days have 36 hours in them, instead of 24, right? wink
Sunir Shah
I’d just get more emails
Jake Wallace
@channel does anyone have a partnership contact at Pinterest that I could tap into? If so, DM me. Thanks!
Alex Glenn
Paul Morse
George Kyriakis
I know the Cdn President if you need an intro
Sunir Shah
Happy Friday everyone! I’m back from SaaStock. I have to say it was a really good conference.
Rachel Fisch (Sage)
What was your biggest takeaway?
Sunir Shah
I go to conferences to build relationships with people. The vibe at SaaStock is similar to what we strive to do at SaaS Connect, so I was taking notes; it was really easy to meet people. And people were very open to meeting.

The speakers, media, etc. were accessible. There were many partners at the conference, including us, adding their own unique value to the conference, so there was always something worthwhile going on.

Attendees were executive level. A lot of companies I knew but had never met before. A great cross-section across Europe.

Well produced, organized, and fun. It’s hard to achieve all of that.
Taylor Baker
Hello Everyone! This week on The CoSell Show Podcast we were lucky to have @Alex Glenn as our guest! He provided some valuable tips and tricks about starting a successful Partnership Program, with amazing step-by-step advice. Listen and subscribe here: https://www.blog.cosell.io/podcast/ep10-alex-glenn-founder-of-partner-programs-when-it-is-not-too-early-to-start-a-partner-program
Alex Glenn
It was a lot of fun.
Steve Deckert
Does anyone here set a channel account manager's quota based on a multiple of an account exec's quota? If not, what do you use to set a channel account manager's quota other than historical data of the rep/channel?

Ex: assume AEs have a quota of $10,000/month. Based on this we set our channel account managers' quota to be 3X of our AE's quota at $30,000/month.
Clinton Gatewood
Steve,

I think it is a more in depth question than basing quota on a CAM versus an AE. The objectives of the CAM is to drive sales through channel partners/resellers while the AE is selling direct.

What goals do you expect from your channel partners? How much new business and/or existing business do your best partners drive? The type of partner model also is important.

For instance if you CAM is managing partners that sell your product and manage the monthly recurring with the end user, then your CAM is working to keep the partner happy while helping them grow new revenue and/or expand revenue with the existing clients. Quotas and commissions for/to the CAM would then reflect these two priorities of the job position.

Always happy to discuss.
Dina Moskowitz
Hi Steve...I don't think there's an exact cookie cutter rule of thumb but we typically see a lot of vendors basing it more on # of accounts that can be handled versus the revenue (you derive the revenue thereafter). Your AE's and your CAM's are going to need to have a learning curve as well...such that what you give them to start might not be what you expect of them 3-6 months down the road.
Sunir Shah
How’s everyone doing today?
Jenna Earnshaw
wore the wrong shoes and didnt realize it would rain this much
Sunir Shah
open toe?
Rachel Fisch (Sage)
Sent my kids to school with umbrellas and wished them luck! Lol! Doing product training all week. yippee simple_smile
Sunir Shah
My son is home sick today; I don’t know why kids think it’s more fun being home. 2 hours in and it is the worst experience of their lives, every time. Yet my daughters are jealous.
Sunir Shah
Have you submitted to speak at SaaS Connect yet? https://sbweb.formstack.com/forms/sessions
Sarah Mouton
yes I have! smile
Jake Wallace
Does anyone have an Etsy Partner contact? I see mostly payments partnership managers on LinkedIn. Does anyone focus on API partnerships not in the payment space?
Sunir Shah
https://www.linkedin.com/in/sinkov was the most likely suspect last time someone asked, but I don’t have a direct connection
Sunir Shah
Second best option was https://www.linkedin.com/in/simona-shakin-7542a419/ but she might be the best now
Sunir Shah
And another excellent option would be Kruti, who ran partnerships for a while. https://www.linkedin.com/in/krutipatelgoyal/
Jake Wallace
Yeah those last two is who I was looking at possibly connecting with. I sent Simona a note, thanks!
Sunir Shah
@channel For our weekly Q&A tomorrow at 10am PT / 1pm ET we’ll keep it open. Come tomorrow to fire away any question that is currently blocking you this week.
Sunir Shah
@here It’s time for our weekly Q&A. Let’s have an open Q&A today!

What are you working on these days? What challenge do you have that you could benefit from advice from others here?
Jared Fritz
As our team fills out, I'll be focusing in on Partner Marketing; Are there any B2B Partner Marketing Managers in here that I could connect with?
Sunir Shah
Tell us more about what product / vertical you’re in. Slack doesn’t do a good job of highlighting our positions.
Justin Eddy
I run a partner marketing agency where we support teams to build and execute partner marketing/GTM programs. Happy to share insights where helpful.
Jared Fritz
Pushpay is a mobile payments/custom app developer for churches. I work with integration and referral partners. (Someone else is coming onboard to work with "network" partners.)
Rachel Fisch (Sage)
We are very partner heavy, but I'm pretty new to this area and end up just learning from you guys simple_smile API partners are much more my strength
Meryl Serouya
Hey @Jared Fritz, I actually started my partner career with partner marketing before it expanded to more, and even today, I report to the CMO. Happy to chat.
Maritza van den Heuvel
I've just moved into platform and partner management from product management myself. I'd be keen to join a live group (Zoom/Hangout) chat of some kind, if anyone is keen?
Rachel Fisch (Sage)
And I'm going backwards from partners into product! Lol!
Kapil Gupta
I have recently taken on a role to build partner program for my company. My strengths are app marketplace/API partnerships but now trying to also build our referral and reseller program as well. It'd be great to have a group/meet up and lets start sharing our learning with each other
Sunir Shah
I’m setting up a prospecting to cold outbound to sales pipeline which I’m managing by myself. Has anyone had to do this before? How are you managing your daily schedule to keep up.
Justin Eddy
Make blocks of time on effective days for outreach to keep feeding the meetings/qualification calls. Responses to cold email/linkedin have to be as fast as possible; so, I'm not able to batch those. Then I log deals into CRM or Calendar reminders for nurture/drip email or actively schedule around existing meetings. I've also seen some folks do well with an SDR/Assistant/Intern who manages their LinkedIn to carve out the daily work of lead outreach messages.
Rachel Fisch (Sage)
Automate as much as possible. Zapier is a godsend for this.
Sunir Shah
Oh man, gods help me. I can’t even keep up with CSA emails. simple_smile
Rachel Fisch (Sage)
Let me know if you want an intro to a Zapier wizard who could wave his magic wand for you.
Jenna Earnshaw
@Sunir Shah CRM? Outreach, salesloft are great
Jenna Earnshaw
For just getting started, I've had a really good experience with https://www.propellercrm.com/
Sunir Shah
I’m on the CRM tool treadmill for sure. I was using Streak, but my gmail got cluttered. I’m trying Close.com, ActiveCampaign and Interseller right now.

I think the main thing for me is that I don’t wake up in the morning wanting to do sales. I’m still a developer at heart. I want to code something every morning.
Sunir Shah
I just need to change my personality. Simple as that. simple_smile
Maritza van den Heuvel
@Sunir Shah You and me both! I'm good at scheduling outreach blocks, but I find that my brain then goes into "connecting" mode and I generate lots of ideas as I see opportunities that I then need to very consciously park for later pursuit, otherwise I lose the benefit of that outreach session.
Victory at POWr
Hi everyone! I work at powr.io and I am currently building out a partner program for the company. Does anyone here have any tips or suggestions? I'm focusing on three main channels: technology partners, agency partners and affiliate partners. Do you think each channel should have its own onboarding flow/rev share?
Sunir Shah
I recommend running each program as its own thing because the needs, values, and markets for partners are completely different.

At one company I worked, we tried consolidating all partners to one commission system to make our lives easier and it was a disaster.
Rachel Fisch (Sage)
Completely agree Sunir
Sunir Shah
Affiliates want cash up front.

Tech partners want better customer experiences and whole product solutions.

Agency partners want your support when they are servicing clients, and if you can, send them new clients.
Clinton Gatewood
Hi Victory,

Each class of partner/reseller needs to have its own part of the program. Partner support, commissions, sales models are different for each and depends how how much effort you expect from a partner.

The first thing you need to understand is what part of your branding, marketing, sales and customer support/success you want to outsource to your reseller channel/s because this is what you are doing. Then build out all the benefits and needs based on what is required.

Can’t really put a huge post here but always happy to discuss.
Victory at POWr
Thank you Sunir, Rachel and Clinton for the insights. Will definitely take some time to understand each channel and what they want the most as my focus is to ensure each channel is growing and engaged
Victory at POWr
@Clinton Gatewood - will definitely love to chat some more about this as I didn't really think about it from what part we will like to outsource first
Henry Prevette
@Victory at POWr - from a tracking and payments perspective, you could use a platform like Impact.com to power both the affiliates and tech partner agreements/payments. But agencies are def different and we use a separate solution for that. Happy to chat about how we handle the different categories of channel partners or give you a demo of Impact.
Victory at POWr
Hi @Henry Prevette - impact sounds interesting. Will love to learn how you handle different categories and also get a demo of your product. Could you please send me an email to ?
Henry Prevette
happy to!
Kapil Gupta
@Victory at POWr I am also working on building partner program for my company 15Five. It'd be great to connect and share our experiences/learning. I am sure all partner programs go through a pretty similar evolution.
Victory at POWr
Yeah, that sounds like a great idea! Feel free to send me an email at @Kapil Gupta
Rachel Fisch (Sage)
Sorry I'm late to the party. I'm working on a GTM strategy for accountant and reseller channels currently. And looking at another role within my org so trying to squeeze every last ounce of what could be considered product marketing out of my resume. rolling_on_the_floor_laughing
Sunir Shah
@Kasey Bayne (Pocketed) summoned. ^^
Rachel Fisch (Sage)
Lol! Kasey, can you help?!
Sunir Shah
@Rachel Fisch (Sage) I really want to understand what your “Reseller” channel means. Who are your resellers? Are they really buying on behalf of clients? Or is it a referral commission model really?
Rachel Fisch (Sage)
Yeah, aging terminology for sure. In the old desktop days it was truly reseller. Partners bought then resold. In the SaaS world it's more technology partners. But even the sales/customer split can vary based on who the end user is relying on for support. We have some rockstar consult/recommend/implement partners that are pretty independent.
Rachel Fisch (Sage)
It's never a straight referral model. 99% of the time, the customer is the partner's to keep.
Sunir Shah
Would they want to actually do a buy/sell if they could feasibly manage it?
Rachel Fisch (Sage)
Does that even work with SaaS?
Sunir Shah
yes! That’s what AppBind.com enables.
Rachel Fisch (Sage)
So I guess it's a good thing you're talking to Manju! Lol! I think that could work for a lower cost small business solution. Not ERP
Sunir Shah
how much is the ERP?
Rachel Fisch (Sage)
Bare bones $8K, typical install $30K annually plus $30K + 90 days to implement. More complex goes up from there
Sunir Shah
interesting. I’m focused on credit card subscriptions right now, but things will improve over time.
Kasey Bayne (Pocketed)
Oh yes, this is definitely my thing! @Rachel Fisch (Sage) nerd_face
Kasey Bayne (Pocketed)
(thanks for the call out, @Sunir Shah)
Kasey Bayne (Pocketed)
I like what @Sunir Shah is building, to help accountants, for example, manage all the software that their clients are using in one spot. @Rachel Fisch (Sage), ping me any time to nerd out on this stuff!
Sunir Shah
hey @Colin Peppy (Campaigner)!
Sunir Shah
Hey folks, we’re having our Dreamforce cocktail party November 20 6-9pm at the Hotel Zetta playroom. Are you in San Francisco or the Bay Area that week? Come join us.

https://www.eventbrite.ca/e/saas-connect-cocktails-during-dreamforce-tickets-77512135885
Victory at POWr
Do we have to be attending dreamforce to come?
Eugene Krimkevich
Hey folks - Anyone have examples of companies that do a really good job presenting integrations/integration auth and setup as part of their standard user onboarding flow?
Alex Sirota
This is what integromat.com does as their core business so they have to do a good job. They use templates.
Eugene Krimkevich
thanks @Alex Sirota! This is a helpful reference. Hoping to dig up some examples for more focused SaaS verticals vs. broad SaaS connectors. Interested to see how the former surfaces these to users who don’t have the express intent of setting up integrations as the primary JTBD.
Alex Sirota
Formstack.com does a pretty good job introducing them as a differentiator for their forms product.
Alex Sirota
Formstack has a few verticals, but they are still a fairly broad use case.
Eugene Krimkevich
Perfect, thanks Alex! This one definitely fits the bill simple_smile
Alex Sirota
I am speaking from a partner perspective who uses these tools. Formstack has a 10 year relationship with my company and the thing that attracted us was their direct integrations with 50+ services right out of the box.
sudhir
Hello folks, Any idea how you run renewals for customers from a partner? Whats the best practice for this? As well what your experience in getting partners help in renewals?
Robin
Hi Sudhir, that’s hard to answer without knowing more about your business model and current partner ecosystem (What is a partner for you? What does the renewal consist of? Etc). Generally, I would look at two factors: formal process and business relationship.

The formal process has of course be provided by you. It really depends on your model though, if and how a partner or customer has to interact. How much “sales” is needed or is it just a formal step? Like in a purely subscription based model, renewals should be pretty much automatic. If your process is complex and a lot of manual steps are needed – make it easier wink.

Now as to who “pushes the button” / makes the customer do it. I’d say it depends on who owns the relationship with the customer. If you have a strong indirect model, your partners usually interact with the customer and have the best relationship = they should handle renewals. It should be part of their compensation too. If they get money for a customer’s lifetime, they will renew the contract. You then have to support them. E.g. do your partners have the transparency they need, like an overview of their customers subscriptions and runtimes? Do they know the process? If you have a more direct approach and use partners more for services / leads / sales with one-off compensation, take care or renewals yourself.
Sunir Shah
But always project manage your partners! You are a small piece of their overall business, so make it easy for them to take action.

If they have a renewal coming up, remind them 30 days out and repeat weekly until they acknowledge. Provide collateral, etc. to help them with the renewal. You can automate this of course.
sudhir
Thanks @Sunir Shah..
sudhir
Thanks @Robin
sudhir
Or in your experience is it better to handle all the renewlas even for those generated by the Partners to be handled internally? Really appreciate your response
Sunir Shah
If your partners expect you to take over the client relationship, yes. If they do not, you will have unhappy partners.

But in all things… Communicate to coordinate. Make sure you and your partner have the same plan.
Sunir Shah
Hey everyone, SaaS Connect 2020 is coming up April 15-16. Our super early bird tickets are on sale until November 15. If you’re coming, buy your ticket now risk free and save $200.

There’s a refund policy up until 7 days before the event.

https://www.eventbrite.ca/e/saas-connect-2020-tickets-64263638272
Dina Moskowitz
Hi - Want to let you know about this thought leadership webinar: "Crossing the Channel Chasm: How Data Creates A Bridge to the Perfect Partner" on November 15, 2019 10AM PST/1PM EST

Dave Sobel, serial award-winning Channel Chief and former MSP, and Clinton Gatewood, Channel Chief at SaaSMAX, get down and dirty on this live webinar to reveal how the infamous divide between vendors and resellers can be crossed successfully. In this special webinar for channel chiefs and emerging channel executives, Dave and Clint will discuss:

- What data points indicate a partner prospect could be/become one of your best performing partners - The optimal resources for capturing those data points - How to leverage data to attract, recruit, onboard and enable channel partners - How to find and quantify the right data to effectively segment marketing to new resellers - How severely does reliance upon bad data (or no data) impact your bottom line? For more info and to register: http://bit.ly/2q1yeKb
Clinton Gatewood
Can’t wait to host this with Dave. Will be time very well spent!
Frank Zimmermann
Hi folks, I was wondering what is your favorite partner landing page (design/structure/information). Looking for inspiration!
Sean Blanda (Crossbeam)
I’ve been collecting a few for an upcoming post to the Crossbeam blog!
Frank Zimmermann
Hi Clinton, very good and important question. From a partner manager perspective, who wouldn't want to have a full fledged portal. Right now I am mostly looking for a phase one landing page linking to some content like support, resources, like sales collateral, case studies, etc.
Th. HELGA Vigfusdottir
I love Intercom, so super simple.
Clinton Gatewood
Frank, yes, early on it is very cost prohibitive to get into a partner portal with millions of bells and whistle even mature channel programs don’t utilize.

If you reviewed the link I sent you, it is the partner portal we provide to SaaS companies, like Kornukpia, which provides everything you need to kick off a serious channel program.

The portal is a license we sell to a Wordpress site stocked full of instructions to get it installed, what information should be populated in each section and sample documents. Pretty much plug and play ok_handYou own it not rent it forever. It’s like a channel program on a box and quite inexpensive. Over 400 companies use it today.

Happy to discuss at some point
Alex Sirota
The actual partner directory/discovery process takes a lot of thought. Some vendors put every partner into a bucket and slap a search UI, some categorize and prioritize. It really does depend on what you're going after and your objective. 10 partners? 100? 1000? Each partner portal is an evolution and frankly I have not seen it done that well on most SaaS products.

This one delivers the info you need for both becoming and looking for a partner https://www.formstack.com/partners
Alex Sirota
And of course partners being features is crucial -- we're featured near the bottom of this page https://www.formstack.com/partners/consulting
Sunir Shah
Hey folks, I’m in San Francisco next week for exciting AppBind-related reasons. Back again for Dreamforce of course
Sunir Shah
but perhaps I’ll put together some casual drinks. Tuesday or Wednesday
Adriana Scalora
Happy Halloween to all partnership builders and enthusiasts! Sometimes building your partner business can feel scary. All you need is more bandwidth and a little help! https://giphy.com/gifs/3oriNXgmyShWPjuaFa/html5
Kapil Gupta
Hi Folks, We have just set up a partner referral program that includes rev share for referral partners. Now we are also looking into creating a customer referral program where our existing customers can also send referrals our way and we give them incentives say $200 to $400 gift card.. I am contemplating whether to make customer referrals a part of our standard referral program with rev share or to keep it separate with fixed incentives of say $200 to $400 in gift cards. Please let me know if someone has any experience with this or if you have any thoughts on it?
Emily Farr
@Kapil Gupta - this seems like doing a rev share on client referrals would be way too challenging to track and pay out. gift cards are much easier. what's your standard CAC or cost of MQL? I think you'll find a $200 gift card is way more cost effective (and averages out across deals) and super easy to track and pay out
Eddie Patzsch
Hi @Kapil Gupta I think it should be separate based on the persona and type of partner. If you are rewarding a sales rep for a referral, the gift cards are a great option. You can tier it off ($200 for 1 referral, $400 for 2 referrals, etc.). I would reserve the rev share option for true partners that will be sending you a larger volume of deals.
Kapil Gupta
@Emily Farr cost of MQL can be anywhere between $150 to $1000 depending on the channel. after doing some more thinking and talking to few folks, it looks like its always better to keep partner referral separate from customer referral.
Kapil Gupta
Thank you @Emily Farr @Eddie Patzsch
Emily Farr
Hi everyone! wanted to call out that I posted new partner positions in the #jobs channel for San Francisco and Denver - message me if you're interested!
Emily Farr
yep i did! #general has more members so wanted to do a callout here too simple_smile
Jake Wallace
Congrats @Mawghan at PieSync and team!
Frans Leys
Thanked! Exciting times :)
Sunir Shah
Wow. Congratulations! @Mawghan at PieSync and everyone
Mawghan at PieSync
Thanks so much!!
Pravin Arokyaraj
Congrats @Mawghan at PieSync @Aron Gosselin and @Sarah Mouton
Mawghan at PieSync
Thanks @Pravin Arokyaraj!
Manoj Ranaweera
Read the news somewhere. Awesome news!
Sarah Mouton
Just got back from my holiday! Thanks for all the wishes simple_smile
Adriana Scalora
Does investing in partnerships always pays off? I am passionate about partnerships, a big believer, and perhaps I am biased. But check this out. Channel Partners embracing new technologies need to build a new practice area, which is risky. Being able to predict what that return on investment ... Read the entire article and commentary here https://www.linkedin.com/posts/adriscalora_exclusive-cisco-appdynamics-makes-significant-activity-6595706439099133952-GmzQ.
Sunir Shah
Happy Monday everyone! I’m in San Francisco this week for AppBind reasons. Would anyone like to join me for dinner on Thursday?
Sunir Shah
@here Morning/afternoon everyone. We’re going through session submissions for our SaaS partnership conference, SaaS Connect, April 15-16, 2020 (http://saasconnect.org).

If you’re going to submit, right now is a good time. https://sbweb.formstack.com/forms/sessions
David Sharpe
Hey everyone. Been a while since I have posted and theres a lot of new members, so thought it would be good for a bit of an update!

We are really keen to engage with companies who have B2B databases, and are currently looking to resell Google/Microsoft Ads (or are currently doing so). Adzooma now has the ability to do custom API integrations into existing sales platforms and CRMS, and makes new account setups at scale a doddle simple_smile, along with ongoing optimisation and automation of the campaigns themselves.

It would be great to connect with more service providers and other platforms and see if a partnership makes sense simple_smile
Manoj Ranaweera
Wondering where I came across Adzooma recently. Wonder whether it was award review.
Manoj Ranaweera
I judged two competitions
Pravin Arokyaraj
Hey folks. I am trying to connect with some one who handles Epson Moverio partnerships. Do we have someone here or can you help me connect with some one from Epson who handles partnerships for Moverio. TIA.
Thomas (SaneBox)
Hey guys, looking to chat with someone about their B2B outreach process. We've been mostly B2C but looking to ramp up our B2B funnel. Feel free to reply or DM me simple_smile
Sunir Shah
@Thomas (SaneBox) Are you building from scratch?
Sunir Shah
And do you have staff to do the work? or is it on your shoulders alone?
Manoj Ranaweera
Hi Chaps

PARTNERSHIP OPPORTUNITY

Whilst my tech company is in limbo (UnifiedVU), I am full time in developing https://techcelerate.ventures. We are currently working with 15 British tech companies. We've got them the essential deals, e.g. $5k AWS Credits and $3k GCP Credits (Microsoft is a nightmare).

So do you want to offer our tech companies something? Ideally some sort of discount, extended free period, etc? See current offers https://www.techcelerate.ventures/market-place

It works even better if Techcelerate could also earn a commission.

Happy to have a private chat. WhatsApp +44 7769734491 or email - manoj.ranaweera@techcelerate.ventures
Manoj Ranaweera
@Sunir Shah hope above is fine. If not, please delete.
Manoj Ranaweera
DE-Risking Acquisitions

If you are interested in acquiring British tech companies, we are interested in bringing you on-board to de-risk. Just give me a shout.
Dao (Staffbase)
Hi Everyone! Excited to join this community. I’m hoping to just meet others who are trying to make their partnerships organisation shine so feel free to hit me up if you want to chat simple_smile You can also reach me at anytime.
Ashley Hildreth
Welcome, @Dao (Staffbase)!
Rachel Fisch
Looks like hundreds of bookkeepers are a little excited about Zapier @Cody Jones (Zapier) @Emily Breuninger @Reid Robinson
Reid Robinson
That's incredible! That's for sharing!
Emily Breuninger
So cool!
Eddie Patzsch
Nice work!
Cody Jones (Zapier)
Thanks for highlighting, @Rachel Fisch! I love seeing people get time back in their day by leveraging automation. heart
Rachel Fisch
Absolutely @Cody Jones (Zapier). And PI is doing a great job firing up the accounting industry to build their own automation when the software falls short.
Manoj Ranaweera
Is there a #Zapier offer for tech startups? As I am no longer a Board Advisor for Cazoomi, keen to explore. This is our current offer page for our Members https://www.techcelerate.ventures/market-place/
Sunir Shah
Hey folks, don’t forget super early bird prices for SaaS Connect end on Friday! https://www.eventbrite.ca/e/saas-connect-2020-tickets-64263638272?

Also, speaker submission deadline to speak is coming up. https://sbweb.formstack.com/forms/sessions
Sunir Shah
Welcome @Clodagh Higgins!
Sunir Shah
@channel For our Q&A tomorrow at 10am PT / 1pm ET, @Tyrone Lingley has a great topic. How many partnership programs do you need?

He asked:

> How to decide if your SaaS company needs more than an affiliate program.” Partner and Agency Programs seem to be all the rage these days, but due to ACV size, tool/market status, and product/channel fit, you may be overextending yourself from what you actually need in a channel.

Add a reminder to your to calendar https://www.addevent.com/event/Ou4041327
Jenna Earnshaw
@channel Q&A today at 10am PT / 1pm ET, @Tyrone Lingley - How many partnership programs do you need?

He asked:

"How to decide if your SaaS company needs more than an affiliate program.” Partner and Agency Programs seem to be all the rage these days, but due to ACV size, tool/market status, and product/channel fit, you may be overextending yourself from what you actually need in a channel.
Henry Prevette
Most companies are going to have an inherent need for more than 1 "type" of partnership model. We often see B2C brands with affiliates, influencers, brand partners and other segments of partners. The need for all of those "types" is legitimate and they serve different purposes (acquisition, branding, data sharing etc). But, it is important to not run those teams in silos. You should leverage a platform that can help you manage ALL of those partners on their unique KPIs - and have 1 source of truth. Its critical that these teams work together and live in the same place.
Clinton Gatewood
Hey all! Don't miss out on the webinar I am hosting with Dave Sobel tomorrow at 1:00 pm ET. Dave and I will be talking about utilizing data insights to drive channel program performance from marketing to activation. https://bit.ly/31ZR0Pl
Jenna Earnshaw
@channel lets kick it off - How do you decided if your SaaS company needs more than an affiliate program? cc @Tyrone Lingley
Tyrone Lingley
We're evaluating this right now. In considering expanding to an Agency focused program, the big question we have is, "can we create a program of value that will help these agencies grow their business or is it just something that serves us?"
Jenna Earnshaw
I think its important about how you add value to the agency too. Have they specified what they are motivated by?
Jenna Earnshaw
I often find this includes sending them leads
Cassidy Judd
We recently developed an Agency specific program—Agreed, you have to make sure you are providing a specific value add. For us here at Blip, it was easy to find research that shows Agencies previously weren't able to add OOH to smaller clients marketing mix, but we have made that available for them.
Jenna Earnshaw
i know @Alison Aldrich has done a really good job with her Agency program and giving them visibility // value on the Privy website
Cassidy Judd
We are going to be doing lead sharing as well.
Tyrone Lingley
Lead sharing is a big one, but often agencies believe that by being listed in a directory that will be the result - often it's not. Ideally there is a process in place where sales can hand off leads that are a fit.
Cassidy Judd
Correct—in our case, we have many SMB's approaching us that need the expertise that agencies can offer. It will be a seamless connection of this SMB needs help, and let's direct them to our agency partners.
Henry Prevette
@Tyrone Lingley - we do about 400 outbound referrals a year to agencies. You have to get Sales and CS teams to agree to a process that enables your team to:
Henry Prevette
1) know about any request from a client/prospect that is interested in agency services of any kind 2) systematically control which agencies Unbounce recommends to a client/prospect (Sales/CS should not be allowed to pick their favorites)
Steve Stewart / Smartsheet Channel Chief
Do you need to extend / expand your Services Delivery capability by authorizing Partners to implement and integrate your app at a customer site? That is beyond a simple Affiliate program.
Tyrone Lingley
I agree with this. I just think a lot of companies jump into this endeavor prematurely or without understanding how their product is used/sold by specific segments.
Sunir Shah
You can’t actually control whether a partner implements and integrates your app at a customer site. They are an agent of the customer, not you.

What you can control is whether you promote them to potentially new clients.
Tyrone Lingley
I've seen and heard of agency specific programs that get launched prematurely. Maybe the product isn't aligned with reselling the way the agency wants to, the hire isn't set up to succeed, there aren't enough value-added services to layer on top of the product, ACV is too low etc. Before you pitch an agency specific program internally and look for a hire, what key leading indicators must be in place before you make the commitment?
Sunir Shah
It’s the same as the lean startup method for launching a new product, really. The channel program is another kind of product.

Listen, iterate, test, repeat until it works.

So, if you want to work with agencies, build a program iteratively before “launching” it.

Get 1 agency to work with you, then 2, then 10. Then programmatize.
Jenna Earnshaw
@Cassidy Judd can you share some of the ways you went about / researched to find the value add with your Agencies?
Jenna Earnshaw
when you had, what were the next steps with working with them? aka the beginnings of launching the agency program?
Steve Stewart / Smartsheet Channel Chief
It is key you do a deep audit of your core economic value proposition. Are you accomodating a $$ opportunity that is meaningful to the partner type you are targeting?. Does your software drag a lot of services that the partner can charge for ? For Example -- Salesforce typical yields a 1 to 4x Svcs opportunty. $1 of SF lisc yields $4 of Partner billed and delivered Svcs. [ This is a Salesforce quoted # ]
Robert Rand
There are also unique factors. For instance, Unbounce is already a well established player in the market that's utilized by agencies, and offers plans starting around $100 per month. That puts Unbounce in a unique position - launching an agency partner program could become a balancing act of Resources vs. ROI. Lots of potential agency partners, but many wouldn't bring enough volume to justify resources above and beyond an affiliate partnership.
Tyrone Lingley
My man. Bang on.
Tyrone Lingley
@Robert Rand I do think that how your product is set up is a big one. For example, agencies would be far more likely to bring in net new clients (paying for their Unbounce accounts) if say we offered a free acount to them if they reached 5 active, paying referred clients. Tey do not care about recurring commission.
Cory Snyder
On the flip side, the impact might be greater for Unbounce by partners with larger platforms of which Unbounce complements. Those platforms have the partners and customers Unbounce wants
Cory Snyder
In my opinion, it all starts with your customer. Once you understand your customer, you can then figure out who else is selling your customer other solutions, platforms, services and so on. You can then dive into the profile of the company selling the customer profile you have. Once you understand that profile, you start building out your v.1 of a partner program, recruitment strategy and so on. I don't always follow what the market or competitors are doing. In addition, I look for companies that have the customers I want. I then work to partner with them
Cassidy Judd
Our strategy exactly.
Tyrone Lingley
Agree. In our space, often the agencies who sell to our ideal customers are already committed to a full service provider that has landing pages ie. HubSpot, Marketo. It's hard to convince the agencies to learn a new tool and sell something outside of the stack they work off.
Cassidy Judd
We may have launched "prematurely" in a way but it has given us a ton of insight into what the agencies REALLY want from a product perspective. For us, it was contacting agencies who had found us organically—really digging into their problem set and what they were looking for in a Marketing Product to Resell to their clients. From there, we built out a program that guides them to become "Experts" in our software, and finding results from OOH... and then building off of that to make a seamless process incorporating OOH into their marketing set and pitching to clients. Happy to go into more detail.
Cassidy Judd
For the industry there is usually a profit sharing too that is typical (10-15% discount for "bulk buying" in a sense).
Cory Snyder
A partner program, IMO, should NEVER be done. You should always be evolving as the ecosystem evolves. I look at doing a small to large refresh every year.
Cory Snyder
Great question. We look at any and all numbers. From inbound partner interest, other platforms partner programs, benefits within the partner programs, our actual revenue growth, churn you name it. Oh and event profile of the partner.

Majority of the time I can get us 90% of the way there based on the first partner program launch. From there is normally doesn't require a large shift. You may only tweak the tiering of % commission or margins. Or how much revenue you need to manage or sell to move into new tiers.
Tyrone Lingley
How would you characterize SaaS products that should start and focus on an affiliate program vs. those that should look to more of a reseller model?
Robert Rand
With a reseller model, you're banking on 3rd parties selling and support your product - at least to some extent. That means you need to convince businesses to take on responsibility for marketing, selling, implementing, and ultimately representing your product... and you need to provide the resources that they need to do those things effectively. Some companies, like Microsoft, have been wildly successful with reseller programs, but I'd say that you typically have to foresee enough revenue from resellers to be worth the effort. In many cases, and affiliate or referral program is a better starting point. You can use the data from that program to invite your top sources of customers in as resellers.
sudhir
@Tyrone Lingley @Robert Rand In our experience to have a successful Affiliate or reseller program, you need to provide a lot of Marketing or Sales enablement content to the Partner's Sales team
sudhir
You will need to think about them as your direct sales team without you managing them simple_smile
Jenna Earnshaw
@Cassidy Judd how do you decide what leads to route to each agency? i
Cassidy Judd
We haven't hashed this out completely, but based on the size of the agency and where their clients are located, we will be doing a regional approach. (SMB located in this region, pass them off to the Agency partner targeting this region, etc.)
Tyrone Lingley
Has anyone experienced having an affiliate program that vastly outperforms their agency channel?
Cory Snyder
Our's does
Tyrone Lingley
And how do you assess resourcing for each with their output in mind?
Cory Snyder
For affiliates I have found that they don't need or want much support. Our goal is to make it easier for them to refer us trials. We convert the trial, support the customer and pay the affiliate. I have seen the most success when affiliates are owned by someone in Marketing. An Affiliate Marketing Manager if you will
Tyrone Lingley
We're finding the same thing. It's all about removing friction for affiliates, TTV etc.
Cory Snyder
Yup. most want to refer and that's it. Make that stupid simple for them while generating new monthly content for them to use.
Jenna Ochoa
@Cory Snyder sorry a bit late to this today! I have a possibly silly follow-up question to this: When you generate content for your affiliates, what format are you referring to? Is is something they can simply link to? Is it a whitelabeled attachment?
Cory Snyder
@Jenna Ochoa For affiliates it's majority of the time a blog post or some url that you can attach their personlized id too.

Most partner programs can not tell a partner what the top 3 highest converting affiliate links are. Now this could be "what are your top 3 best links to see trial conversion" or "what are your top 3 best links for highest form fills". You can get the idea. I hope that helps.
Cory Snyder
You also have to understand the partner. I do not like offering a recurring commission to affiliates unless they are what others call a "Super Affiliate" for "Influencer". They do not manage the relationship and by so doing shouldn't get recurring commission. In addition, most solutions won't pay out commission until the partner hits $100 in commission. Which could be months to a year depending on % and AMRR.

I prefer a lump sum for Affiliates as it gives them money in hand much faster and it's way more impactful in getting in front of them to refer more.
Victory at POWr
How much would you suggest for the lump sum? For POWr, our pricing model is on the lower end and so a recurring commission doesn't make sense. Our highest plan is $79/mo and lowest is $3.99
Victory at POWr
@Cory Snyder
Cory Snyder
@Victory at POWr That is one of the many reasons I recommend a lump sum. Making 20% or 30% on $79 would take months to get paid out. I would look at it from multiplier of the MRR generated
Geoff Seeman
@Cory Snyder - late to the party here, but curious to know at what point you would move an affiliate into that “super affiliate” bucket? Do you make that move based off of # of referrals, $ of referrals? Something else?
Cory Snyder
@Geoff Seeman great question. Yes many factors can go into this. In the past we built what we consider to be an “influencer” or “super affiliate” profile. This has a lot to do with reach in different channels like Twitter, YouTube and so on. Not to mention the people following them also match your customer or partner profile. If they hold they own events that is also a characteristic. The above is normally easy to build in a program.

Production is an easy way to move someone into a “super affiliate” status without having a a built out program. With that in mind most partners in that status have no clue it even exist. It’s your way or wowing then with additional benefits, higher % and so on.

Does that make sense? In other words you don’t have to build out an externally facing program for the “super” status.
Victory at POWr
Thanks Cory! simple_smile
Steve Stewart / Smartsheet Channel Chief
Per Cory's comment --- once you have your ideal customer profile, you can back into your Ideal Partner Profile. What partners have "trusted advisor status' with that end user? Example: They firm that implemented Marketo for the end customer can add other arrows to thier quiver to expand the relationship. What economics does that partner require ? Resell, Referal, etc.?
Cory Snyder
That's a good question. Can you expound a bit?
Steve Stewart / Smartsheet Channel Chief
Hi Cory. Had to leave the chat yesterday. My point is: It is really key to understand the End User Buyers journey and exactly what you want to enable a Channel Partner to do. Then Recruit partners that can be technically enabled to do that , or are currently doing that . also key is to be sure your able to provide interesting economics to the partner. For Example -- I know I need Sales & Mktg Reach in Saudi Arabia . Also, I need technical implementation services delviered by the partner there. I had to accomodate a 25% discount to a partner there to get him interested.
Tyrone Lingley
For those of you in Partnerships and have an affiliate program, does the program sit within Partnerships? Marketing? Sales?
Cassidy Judd
Partnerships/Channels - though it's managed by someone with a marketing background.
Cory Snyder
It could go either way. I have found it's more of an marketing role given affiliates want material they can use and affiliate links to drive to said material
Jake Wallace
At AWeber, we’re on the Sales team. Looking back on it, we should really be on the Marketing or Product team.
Steve Stewart / Smartsheet Channel Chief
Does anyone with a resell program see a role for boutique Distributors to recruit & manage small reseller relationships ? Example: SOS Software in Germany, QBS in the UK, Liquid PC in the US ?
Tyrone Lingley
We aren't currently at the resell phase, but if the BDs offer access to new resellers, can be onboarded properly, and the numbers make sense, they might play a role in your distribution strategy.
Cory Snyder
I have worked with and are working with companies who offer a whitelabel marketplace to their resellers. Our Platform is in the marketplace that the resellers have access too. To the partnership is with the whitelabel/marketplace company. They recruit and manage the partners for the most part but the resellers are buying our solution from the whitelabel/marketplace. Not sure if that makes sense or is pertinent to your question.

It is a different strategy that can impact the customer experience though.
Derek McDonald
we do this. it's easy to market to all those small regional VARs through one source AND we have an MDF set up through that disti which in turn funds itself.
Jenna Earnshaw
@Tyrone Lingley do you have affiliate partners that could "upgrade" or become agency / resell partners? do you get inbound requests for this?
Tyrone Lingley
I think that would be a fairly easy sell. We used to have an specific Agency Parter Program and we get asked for it a lot. We're doing some deeper segmentation work on agencies and looking to understand what product adjustments would best suit these agencies for the purposes of referral/reselling. Then we'd look at the evaluation @Robert Rand mentioned above - Resources vs. ROI
Matt Irving
@Tyrone Lingley - how do you work with Sales as new Partnership programs roll out? Do you help influence staffing, organization, budgets, Rules of engagement, etc?
Tyrone Lingley
At this point, we have a small inbound sales team, but the majority of sales acts as onboarders. So we utilize sales to recruit the appropriate new partners, onboard new partners who become customers, onboard partner referrals in a more "white-glove" way. The growth of partner acquisition relates to resourcing for the onboarding team. Make sense?
Matt Irving
Makes sense. Thanks, Ty!
Jenna Earnshaw
lots of great discussion here! @channel how is everyone else thinking about what their SaaS business needs from partners? (affiliate, refer, resell etc)
Matt Irving
We are in the midst of our planning cycle and are adding an addition of Retention bonuses for our Partners. We have a fair amount of Partners who are more engaged with upselling and growing our current customers. To do that we think about rewards/incentives for intracompany referrals (our services start with a single group and spread), upsells, upgrades, etc… I think that unlocks a lot of value specifically to @Steve Stewart / Smartsheet Channel Chief’s point on Trusted Advisors. We take that same concept and map it to where a Partner works with a customer life cycle with us.
Jenna Earnshaw
@here thanks everyone for contributing so far! That wraps up our Q&A for this week but please post questions anytime that you’d like to ask the group clapclap
Jenna Ochoa
hi all - curious if anyone has any good resources they can point to for learning more about a successful co-selling strategy. or if you're willing to share your experience/tips!
Sunir Shah
@Tori Barlow summoned ^^
Sunir Shah
@Alex Glenn summoned ^^
Tori Barlow
simple_smile thanks, Sunir. @Jenna Ochoa reaching out to you directly.
Sunir Shah
@Jenna Ochoa Are you qualifying whether your partner wants you to lead or they want to lead?

I find there are usually 2 modes. a) The partner already knows what conclusion they want the client to come to and they just need you to not mess it up. In that case, you should set up the partner as the expert on the call off the top to make the client feel confident in both of you.

b) The partner doesn’t trust you yet and isn’t confident they can or should make the sale, so you are selling both the client and the partner at the same time. It’s better to have a pre-qualifying call with the partner alone because you can get piled on.
Sunir Shah
What’s your experience?
Jenna Ochoa
@Sunir Shah to be honest, I don't have any experience in it but have recently had a partner pitch the idea to me. I was curious how others might qualify partners for co-selling (in this case it's a non-integrated partner).

You mention a pre-qualifying call: can you explain some?
Sunir Shah
The partner has a goal of why they want a co-sell arrangement
Sunir Shah
You have to suss out what their goal is; it’s independent of the customer’s goal of actually using you
Sunir Shah
There’s some risk they are managing; otherwise they would not involve you at all
Sunir Shah
They may not want to take the reputation risk of forcing the customer to buy
Sunir Shah
Probably because they may not know you well enough.
Sunir Shah
They may not be convinced you’re the best solution compared to others in the market, and they are comparison shopping
Sunir Shah
They may simply not want the billing on their books, and want the client to buy direct. (Of course, they should use AppBind!)
Jenna Ochoa
Thanks @Sunir Shah :+1: To follow up to your first reply here: What is an example of a partner's goal of co-selling other than getting the business of someone who matches their ICP from us?
Sunir Shah
Are they bringing the client to you?
Sunir Shah
Or are you bringing the client to them?
Jenna Ochoa
The latter
Sunir Shah
Hmm, that’s different. What’s the scenario exactly?
Sunir Shah
I misunderstood; I thought it was an agency looking for cosell assistance
Jenna Ochoa
No prob - a partner wanting to engage in co-selling: my understanding is sales teams will try and sell each other's solution for a set period of time
Sunir Shah
Are they bigger or smaller than you?
Sunir Shah
It’s very difficult to motivate sales to sell anything other than what they have quota to sell.
Jenna Ochoa
@Sunir Shah regarding size: i'm not sure yet - i haven't had a discovery call with them on this yet they've just mentioned it in an email. good point re: quota. though if their team were to sell us it would make sense. but i'm assuming one would need to put in place a specific number of "deals created" from the initiative to hold each other accountable or something of that nature...
Alex Glenn
@Jess Waldeck this is why we need to create a course on how to properly co-sell...
Jenna Ochoa
@Alex Glenn if you have any resources that are a part of the cohort we're participating in with you, it's possible i've overlooked them. please ping me if so!
Alex Glenn
We have the course on creating a agency-focused partner program that I can give you a coupon code for, but it's not about co-selling (as it's focused on agency partners and not strategic partners). Let me know if you think that would help: https://partner-programs.teachable.com/p/how-to-launch-an-agency-focused-partner-program
Sunir Shah
It sounds like you have a lot of homework to do. But the basic question is not what your partner wants to do or what you want to do, but what your customers want
Sunir Shah
If your customers think they need whatever your partner is offering in order to close the deal with JustUno, then it makes sense to co-sell
Sunir Shah
For a classical example, Vistaprint cross-sold 1-800 numbers (I think from Grasshopper) when doing a business card order, because the whole product being sold was not just the business card print order, but a small business brand package.
Sunir Shah
If your partner is just focused on a tactic (co-selling) to boost demand, you should say no.
Sunir Shah
Especially since you don’t really know that much about the partner to qualify the opportunity; it should be a no brainer if you’re going to involve the sales team.
Jenna Ochoa
thanks @Sunir Shah - obviously i'm a newbie to this so thanks for the input!
Anthony Franklin
I'd love to hear more about how to do co-sell right
Jenna Ochoa
Might be a good topic for one of the future AMA's
Alex Glenn
Scheduled the recording with one of the OGs of co-selling so I’ll share that video here when done @Jenna Ochoa @Anthony Franklin
Alex Glenn
@Jenna Ochoa this is a great overview of what co-selling entails: https://partnerprograms.io/partner-co-sell-enablement-for-saas-vendors/

I will also work on a class more-focused on building co-selling into an agency program
Sunir Shah
@channel Final reminder that super early bird prices for SaaS Connect go up today. We will refund up until 7 days before the event, so why hesitate?

https://www.eventbrite.ca/e/saas-connect-2020-tickets-64263638272
Sunir Shah
Happy Monday everyone!
Sunir Shah
I’m in the Bay Area again for Dreamforce and EmpowerB2B.com this week; our SaaS Connect cocktail party Wednesday is looking hot. I’m looking forward to seeing y’all there
Jesse Price
Congrats for hitting capacity on Eventbrite for the cocktail hour! Will you guys be accepting walk-ins? wink
Jake Wallace
Super bummed, I'm not able to meet up! Enjoy everyone.... beers
Brandon Lytle
Would anyone be open to share their "Partner Kit" they send out to new agency partners - that might includes, logos, sales collateral, your SaaS positioning, etc? Feel free to DM me if your able, I'll keep it confidential.
Victory at POWr
I'll love this too if anyone is willing to share simple_smile
Sunir Shah
If you share it with the group I can put together another checklist like I did for integrated partner launches
Eliza Wróbel
Hi! Black Friday is right around the corner, so I am looking for partners that would be open to some co-marketing activities to make the most of that day simple_smile We have a few available forms of promotion on our end simple_smile If someone wants to join forces and promote your Black Friday deal, please send me a private message.
Clinton Senkow
Is anyone the partnerships manager with ActiveCampaign in here by chance?
Cory Snyder
Hi @Clinton Senkow, I head up all partnerships/channel for ActiveCampaign. How can I help?
Clinton Senkow
sending you a DM!
Sunir Shah
Happy Tuesday! Do you think we should have a Q&A this Thursday since it is Dreamforce week? I think half of us are floating around
Jake Wallace
Unfortunately the next two Thursday’s don’t look good. Maybe skip this week and do a Q&A on Wednesday next week due to Thanksgiving here in the States?
Jason Shugars (Blueshift)
My vote is we skip this week given the general busyness.
Sunir Shah
Works for me as I am going nuts as well
Ankit Dudhwewala
Hi Anyone has a partnership agreement? To give to people who want to become resellers?
Sunir Shah
What are your terms? True resell or referral?
Ankit Dudhwewala
True reseller.
Ankit Dudhwewala
Do you have one @Sunir Shah?
Ankit Dudhwewala
I am looking for a basic one.
Faik Djikic
Hi. Does anyone know any case when marketing agency provided their services for SaaS in exchange for becoming a shareholder? If so, can we hear the details (what services they provided, for what share, what were the results, etc. ) Thanks
Sunir Shah
You can do this but it is generally considered poorly aligned use of equity. Your agency needs money to meet payroll so they simply cannot prioritize you in a cash crunch; and they are not long term invested in your success once you are done with them but they remain shareholders.

Doesn’t mean it can never work but it isn’t a no brainer.
Ankit Dudhwewala
We can try it @Faik Djikic under SoftwareSuggest. This has been one think we wanted to do for a long long time. But never found the time to.
Ankit Dudhwewala
Let me know if you want to explore the same.
Faik Djikic
@Ankit Dudhwewala Hi. I visited your site at www.softwaresuggest.com Please DM me your ideas, how do you see the possible partnership. Thanks.
Sunir Shah
Hey folks, I have 2 tickets left to EmpowerB2B.com tomorrow in San Francisco; it’s the product-led growth exec conference for B2B SaaS. Anyone want one? Let me know.
Sean Saint
@Danny Read
Ashley Hildreth
I'd be interested to hear from the group if you have any silver bullets for uncovering which agencies your customers or prospects are working with. We try to obtain client lists where we can, but we often get approached by our commercial teams with this question and would love to hear which tactics, tools, or otherwise you're currently using to discover these connections. Thanks!
Jenna Earnshaw
Have you checked out Crossbeam or PartnerTap ?
Jenna Ochoa
@Sunir Shah is there a preferred channel to post jobs here?
Jenna Ochoa
thx! just joined
Cody Jones (Zapier)
wave Hey folks! I’m wondering if you can help me source guests for our monthly partner team meeting at Zapier. zapier

Once a month we like to invite other channel/partner leaders to come speak to the entire Zapier Partner Team to share their experience, insight, and even feedback on Zapier.

Next month, we have my long-time friend and accomplice, Kevin Raheja @Kevin Raheja (Typeform), joining to share his experience as a partner leader at LeadPages, HubSpot, and now Typeform, all three companies with whom we partner.

Who else should we be reaching out to for advice?
Ashley at Clearbit
@Truman So!
Alex Glenn
Go @Sunir Shah!!!
Sunir Shah
Lol, Thanks!
Sunir Shah
Happy Friday everyone
Sunir Shah
Now Dreamforce is behind me, it’s SaaS Connect or bust
Ali Schwanke
Happy Friday everyone! I need some help. I’m looking for some insight as an agency owner on what problems SaaS marketers are looking to solve by using agencies or contractors. I will not sell in this group (that’s not ok!) But I could use some insight!

What services (or problems) have you outsourced to an agency or contractor in the last year?
Paddy McGill
Can I recommend you chat with @Alex Glenn he has a lot of insights.
sudhir
Guess one would be effective content for engaging partners as well as enablement content for Partner's Sales team
Sean Matthews
Excited to hear how the SaaS Connect 1:1 podcast sounds!

Been a voracious consumer of podcasts for years, but it’s mostly been how to build a business or other entrepreneurial activities, or technical... and not much around SaaS Partnership philosophies, strategies and tactics
Manoj Ranaweera
Are there any companies in here who provide software/products for the construction sector?
Anthony Franklin
We provide a SaaS platform which is used in light home construction/remodeling. Why do you ask?

www.connectnowinc.com
Manoj Ranaweera
Interesting to understand the US market - trying to convince a UK company expanding to USA to join Techcelerate
Anthony Franklin
Let me know how I can help.
Jake Wallace
@here As we approach the Thanksgiving holiday this week, I wanted to take a moment to thank each and every one of you. This Slack Community has grown so much in the year and a half since we launched it back in April (ish) 2018. We've seen some amazing connections, partnerships, collaborations and even job placements as a result of this fine community. So on behalf of the Slack Community team and our Board Members, we just wanted to say THANK YOU!! Have a great week and ultimately a great holiday season everyone! beers
Chris Lucas
Great job @Sunir Shah and @Jake Wallace for putting this community together!
Sunir Shah
Thank you!
Sunir Shah
Hey folks, now Dreamforce is over my attention is to SaaS Connect 2020
Sunir Shah
If you’ve been awaiting information from us, it’s happening next
Sunir Shah
@channel Last call for speaker submissions to SaaS Connect 2020. You have a partner story of some kind; all you have to do is submit so we know you’re interested and we can sort out a talk later. https://sbweb.formstack.com/forms/sessions
Kevin Raheja (Typeform)
Do any BD teams (specifically working on SaaS integrations) work on commission or bonus compensation models? DM me if you do, I'm working to implement a bonus compensation model into my BD (integration partnerships) team. Thanks!
Sunir Shah
Hey folks, we have 2 really exciting events for those of you who are on a CMO career track.

1. My friend Vasil gave our group 35% off the Growth Marketing Conference, Dec 10-11 in San Francisco. It’s like SaaS Connect but for VP Growth Marketers. https://growthmarketingconf.com/?promo=CSA2019

2. I invited Alan Gleeson, master and serial CMO, to do an Ask Me Anything here in Slack next Thursday 10am pt / 1pm et. He’s been a B2B SaaS CMO at so many successful companies with so many successful exits, it made me feel lazy.

Alan set up the European division of Palo Alto Software back in 2004, and since then has worked with companies like Akkroo (acquired by Integrate for $34M in 2019), Xpenditure (acquired by Sodexo in 2017) and Cognism (one of the UK’s fastest growing SaaS companies), as well as Sheer ID in the US (raised $64m in 2019).

Add reminder to your calendar. https://www.addevent.com/event/zi4083464
Neeti
Hi all, has anyone done any analysis to understand the cost of acquiring a customer? I’d love to talk to you about your methodology. I am happy to share mine.
Clinton Gatewood
Hey all! Happy holiday weekend coming up don't eat to much and get some rest for the last push of 2019. With that said, I want to invite everyone to SaaSMAX' next Crossing the SaaS'M webinar series where I will be hosting 3 professional reseller companies as we discuss how they feel about how vendors communicate and try to recruit them! Must have knowledge for anyone selling or looking to sell through a channel. https://attendee.gotowebinar.com/register/7500180433071905293
Sunir Shah
@channel LAST CALL. Submit to speak at SaaS Connect, our SaaS partnership conference. We’re triaging all the submissions to day.

Do you have a story about platforms and integrations? Channels and distribution? I’m sure you do!

Submit to speak https://sbweb.formstack.com/forms/sessions
Clinton Senkow
Will be submitting today!
Clinton Senkow
Thanks Sunir
Sunir Shah
submit faster. simple_smile
Rachel Fisch
Done, but just want to confirm that you got it because all these reminders are getting me paranoid rolling_on_the_floor_laughing
Ashley at Clearbit
point_up same
Jennifer Chang (Tray.io)
Hello CSA community, Tray.io just raised our series C and will be growing the partner team and channel. I’ll be at AWS re:Invent next week as well. DM me if you’d like to connect, or meet up in vegas! https://techcrunch.com/2019/11/26/tray-io-brings-in-50m-more-at-a-600m-valuation-for-its-workflow-automation-tools/
Eddie Patzsch
Congrats @Jennifer Chang (Tray.io), how exciting for you and team at Tray.io! Enjoy your Thanksgiving simple_smile turkey
Briana Strauss
How exciting! Congrats @Jennifer Chang (Tray.io)!
Jennifer Chang (Tray.io)
Thanks @Eddie Patzsch @Briana Strauss!
Brittany Wroblewski
Congrats to the whole team! CC @Sean Saint @Alli Holt who will also be in Vegas
Sean Saint
Small world:) @Brittany Wroblewski - Jenn, Alli, and I already connected in person!
Multi-Cloud Leadership Alliance
It's great to be part of this group. We are an industry consortium dedicated to sharing best practices on partnering with Cloud Service Providers particularly in GTM, Demand Gen and strategic initiatives, with aspirations to become an influencing body. Please reach out to if you are interested in learning more. We will be at Re:Invent- please attend "The Perfect Mix" after hours event on Tuesday, December 3rd from 8-10pm at the Alibi Room at the Aria Hotel. Register using this link: http://theperfectmixafterparty1219.splashthat.com/Sandhya
Rachel Fisch
Do you have a name? simple_smile
Multi-Cloud Leadership Alliance
Yes! Sandhya Gorman (here) and co-founder Leah McClean.
Victory at POWr
Hi everyone! Hope you're having a lovely day so far. Is there anyone here from the Instagram team? Would love to chat briefly
Dina Moskowitz
Congratulations Jennifer!
Sunir Shah
@channel Hey folks! This Thursday 10am pt / 1pm ET we’re very happy to invite Alan Gleeson, a masterful CMO who has taken several B2B SaaS companies through the stratosphere, to do an Ask Me Anything here in Slack.

If you’re an aspiring or practicing CMO, this is an excellent opportunity to talk to someone who’s seen all sides of the job.

Alan is also based in Europe and loves talking go-to-market strategies in Europe.

Alan Gleeson in a nutshell Alan set up the European division of Palo Alto Software back in 2004, and since then has worked with companies like Akkroo (acquired by Integrate for $34M in 2019), Xpenditure (acquired by Sodexo in 2017) and Cognism (one of the UK’s fastest growing SaaS companies), as well as Sheer ID in the US (raised $64m in 2019).

Add a reminder to your calendar https://www.addevent.com/event/zi4083464
Steve Stewart / Smartsheet Channel Chief
Thanks Sunir -- Looking forward to Alan's insight. Perfect timing for us !
Sunir Shah
That’s so good to hear. simple_smile
Sunir Shah
I was totally blown away by Alan. He’s super sharp and seen it all.
Sunir Shah
hey @Tye Rempfer ! Glad you’re feeling better
Tye Rempfer
Indeed, and glad to be here.
Chris Sloup
Does anyone have experience writing comp plans for a partnership teams at an API company? Bonus points if the company is API as a core product over APIs as a feature
Cody Jones (Zapier)
I could probably help here stuck_out_tongue_winking_eye
Jake Wallace
Welcome those who are new! Please tell us a little bit about yourself over in #intros. Also, for those who have been lurking eyes, feel free to introduce yourself, as well! sunglasses
Dina Moskowitz
If you're running a channel partner program, I'd like to invite you this special webinar "Tough Love & Advice for Channel Executives" - its what we're referring to as a "Vent Fest" , featuring some very smart Solution Providers who will share some really helpful channel insights from their side of the table. https://bit.ly/2YhAV7y
Dina Moskowitz
Its tomorrow, Friday, 12/6
Sunir Shah
@channel Reminder: We’re hosting an Ask Me Anything with Alan Gleeson, master B2B SaaS CMO TODAY at 10am PT / 1pm ET here in Slack.

https://www.linkedin.com/in/alangleeson/

If you’re on the journey to be a CMO or a CMO today, Alan has seen all sides of the challenge of building B2B SaaS.

And if you’re introduced into going to market in Europe, Alan has a ton of answers he’s figured out working with NA and EU companies.
Alan Gleeson
Hi All , I’m Alan Gleeson and I’m delighted to be sharing some ideas with you all today. Thanks so much to Sunir for the very kind invite. I’ll be getting going shortly.
Alan Gleeson
First off a little bit about me. I’m originally from Cork, Ireland and have been based in London for over 20 years. I got into software as far back as 2004 when I joined Palo Alto Software (who are based in Eugene, OR, despite the name) and I worked in a senior management role with them for 5 years+ including establishing the UK office. Back then software was sold in boxes in stores like Best Buy, and Office Depot- so we’ve come a long way since then.

Nowadays I work as a B2B SaaS Marketing consultant helping VC backed startups grow. I’ve been fortunate enough to work with leading EU clients like Cognism.com (one of the UK’s fastest growing SaaS businesses, and Akkroo.com (recently acquired by Integrate) as well as some exciting early stage companies like Indeemo.com (mobile ethnography application winning marquee clients around the world).

I also support a small number of US clients looking to break into Europe.
Sunir Shah
Welcome, @Alan Gleeson!
Sunir Shah
@here Now that Alan’s here, let’s kick off our Ask Me Anything. If you have questions about how to grow your career as a CMO of B2B SaaS, or challenges going to market in Europe, fire questions away here in #general.

As always, if you want to chime in with your own experience, please do so but use Slack’s reply feature to keep the conversation threaded.
Alan Gleeson
I was sent a couple of questions beforehand so I’m happy to start with those.

One health warning up front. I’m a two finger typist - so apologies in advance for any typos [Reminder to self Learn to Type or do we think I can wait another few years until voice activated typing becomes the norm? ] 

Anyway, hopefully I can get the information across to you all in a timely manner.
Sunir Shah
@Alan Gleeson Here’s a big one that comes up a lot for us North Americans. What do US SaaS companies need to think about when looking to expand into Europe?
Alan Gleeson
I hope that answers some of the issues people have
Ali Schwanke
@Alan Gleeson Do you see a common misstep or mistake that companies can avoid making by thinking through these things more strategically in advance?
Alan Gleeson
I also feel that companies need more 'boots on the ground' input from people here in Europe. I was involved in the very early days of some major US companies who sent some very green MBA's to Europe who then tried to do it all themselves.
Sunir Shah
@Alan Gleeson Actually the converse (contra) question might be more interesting. If I’m a US company, why can’t I just market to Europe from the US? Why do I need a Europe specific marketing plan?
Sunir Shah
I think the general argument in favour of “No,” besides it’s the default is a combination of

1. I don’t understand Europe, so I can’t take action. Alternative version, Europe is too expensive, so I can’t take action;

2. Don’t they just buy whatever is popular in America?;

3. How do I compete against local entrants?

But obviously all of those are just excuses for inaction. You only earn what you sell, which requires action.

What’s the argument to get people over the hump? I’ll ask it one more way. Stand by for another question.
Arpit Choudhury
Hi Alain, thanks for doing this AMA. Since you've worked with both EU and US based companies, do you have any advice for EU based companies looking to expand their footprint in the US?
Arpit Choudhury
Awesome, thanks!
Arpit Choudhury
Got it, reading it now!
Arpit Choudhury
Nice read and some very valid points.
Arpit Choudhury
Haha OK thanks!
Arpit Choudhury
Gotcha!
Arpit Choudhury
Well I have no experience with deals of that size ($50k) but I feel confident about selling across the globe if the product is solid. The ticket size really depends on the offering. I do agree that some deals do need face time but a permanent local base is something I'm not so sure of.
Arpit Choudhury
Yes! The premise here is that we are selling to forward-looking companies who value innovation over other things.
Ali Schwanke
@Alan Gleeson regarding your note above about “higher cost of acquisition” in EU - what’s the reason for this? And could you share any insight on what are the primary channels of customer acquisition for EU markets?
Ali Schwanke
Great insights. Thank you.
Alan Gleeson
The good news is a typical Tech stack for most SaaS companies will include some / many US applications so you can learn from how these gained traction (API access to these also helps) :

Wix/ Webflow/ Squarespace Intercom (EU)/ Drift Mailchimp Basecamp/ Teamwork (EU)/ Trello Pipedrive/Insightly/Salesforce Xero/Sage/Quickbooks Slack Zoom Stripe/Zuora SEM Rush/ AHrefs/Uber Suggest
Arpit Choudhury
Isn't Pipedrive also primarily EU based?
Sunir Shah
@Alan Gleeson How should US SaaS companies think about when looking to expand into Europe? So it’s simple and manageable
Alan Gleeson
I'd also engage with someone in Europe early on to do some initial research. I prepared a short 5 page summary for a US client a few years ago as an example helping to inform their market entry plans.
Sunir Shah
Everyone should sponsor SaaS Connect cocktails at SaaStock 2020. simple_smile
Adam Metz
@Alan Gleeson The tenure of CMOs has gotten quite a bit shorter in the USA, specifically in the last 2-3 years. For CMOs of smaller orgs (i.e. 5-200 employees) what are 2-3 things that a CMO can do in their first year to make it so there actually will be a second year?
Arpit Choudhury
I'm curious why are the tenures getting shorter? thinking_face
Alan Gleeson
There are no easy answers @Adam Metz - I guess ensuring cultutal alignment with expectations - if it is all about growth at all cost and lead generation from the get go that's a bad sign for me.
Adam Metz
The lack of CMO founders is a killer, completely overlooked founder. This would make a killer twitter thread, this answer alone.
Steve Stewart / Smartsheet Channel Chief
Hi Alan; Our Europe GTM model is focussed on recruiting partners that fit a unique Prof'l services based profile. Do you see any role for boutique Distributors that could help jump start our in country, or regional [ Nordics for example] new partner recruitment?
Alan Gleeson
Hi @Steve Stewart / Smartsheet Channel Chief For me a couple of issues are key here. 1/ Is there enough cake to really incentivise the partner? 2/ Is there clear pent up demand as distinct from an expectation that they can drive significant lead gen themselves? 3/ How complex is the sale incl sales cycle length?
Alan Gleeson
Partners can be a great route to market - I'm probably less familiar with it than others on here. We've struggled to make it work in Europe with some of my clients for some of the above reasons.
Alan Gleeson
In terms of the Nordics the market size is pretty small so your addressable market is small but if it is an area with demand a local partner will be key here, Otherwise the transaction costs will be too high and nuances will be missed re language / currency/ domestic regulations/ local competition etc
Steve Stewart / Smartsheet Channel Chief
I am interviewing Partner Profiling firms that will outbound call to a list of prospect partners that fit my ideal partner profile. I am talking to Expandi Group in Paris, and Business Advantage in the UK . Do you have any opinion on who is best for this function in Europe? [ BTW -- I lead global channels for Smartsheet and our Avrg Deal size is $5k usd - sftwr lisc only, then the partner delivers services attached to that]
Steve Stewart / Smartsheet Channel Chief
Thanks @Alan Gleeson Will check them out. Agreed -- pilot is way better than a long term commit.
Alan Gleeson
Thanks everyone - I hope you found this of use. Feel free to reach out to me here on Slack with any more questions and I’ll get back to you as soon as I can.

You can get further details on some of these topics on my blogs about SaaS https://medium.com/@alangleeson
Alan Gleeson
I'll stick around here a few more minutes so feel free to AMA
Sunir Shah
@here Last call for questions for Alan!
Tyrone Lingley
What would you say is the most important skill to master in order to advance to being a CMO of a growth-scale SaaS company?
Tyrone Lingley
Thanks @Alan Gleeson I definitely think that's part of the equation. I also think there's a big piece around people and leadership.
Kimberly Jefferson
How do you see public relations fitting into the SaaS marketing mix?
Kimberly Jefferson
This is great- we tend to think about SaaS PR in 4 pillars: employees, partners, customers and investors. The right PR program should have objectives that help reach the stakeholders in each that matter to the current stage of the business.
Sunir Shah
@Alan Gleeson Thank you so much for this amazing Ask Me Anything, and thank you for everyone who participated. simple_smile
Alan Gleeson
Many thanks for the invite @Sunir Shah and thanks to everyone who asked questions. Have a great rest of day.
Alan Gleeson
Feel free to message me directly here on Slack if you have any further questions
Steve Stewart / Smartsheet Channel Chief
Thanks Alan !
Kapil Gupta
Hi All, does anyone have experience in building and launching an B2B app store with commerce capabilities? I'd love to have a quick chat with you. Let me know. Thanks
Sunir Shah
Are you building or buying a solution?
Adam Metz
I've managed this kind of partnership and consulted on it on behalf of large enterprise before but Sunir has probably greater first-hand experience than I.
Kapil Gupta
@Sunir Shah that's exactly what I am trying to evaluate. Is it worth building one or is it better to use an existing infrastructure from a vendor like OpenChannel.io? AppDirect also has a solution but I believe they are very costly. Any other vendor to consider?
Sunir Shah
If you build it yourself you will die in the billing engine integration
Sunir Shah
If you buy it you will also die in the billing engine integration but at least it will be another engineering team who suffers
Sunir Shah
Better Christmas parties for you I guess
Kapil Gupta
From preliminary eval, it looks like building one will take setting up a large enough team including product manager, back end engineering, front end engineering, QA, designer plus all the overhead of maintaining it.
Sunir Shah
Let’s talk. I have some ideas
Sunir Shah
Worse is better
Sunir Shah
Prove you have action before you burn your vp engineering
Jake Wallace
One vendor you should look at is https://www.apideck.com/
Jake Wallace
@GJ - Apideck ^
GJ - Apideck
Thanks, Jake!
Molly Abbott
@Jaimie Fucillo check this out. ^
Jaimie Fucillo
@Molly Abbott -- Thanks for at mentioning me. We're super far down the path with AppDirect, but good to see there are more options beginning to surface. @Sunir Shah This would be a terrific topic for SaaS Connect.
Danny B
Look at <http://www.appgallop.com|www.appgallop.com> as an option and lower price point compared to CloudBlue and AppDirect. 30 day POC and free demo @Kapil Gupta @Sunir Shah <https://appgallop.com/>
Kapil Gupta
@Jake Wallace Apideck looks like an interesting solution but also pretty similar to OpenChannel.io
Adam Metz
@Jaimie Fucillo @Sunir Shah At this point, may eventually be worth having a channel for this subject, we're nearly there laughing
Brandon Lytle
Hey Everyone! I'm planning an offsite meeting for my team to reflect back on 2019 and discuss strategy and planning for 2020. Curious if anyone has any history in planning these types of events and found certain discussion topics and or team exercises they've found impactful.

Few already planned topics include.

Recap of 2019 by the numbers Individual and team "territory" plans for 2020 Personal and Professional Growth Partner marketing initiatives Partner onboarding and optimization 2020 Strategic initiatives

Would love to hear any insights and experiences
Kapil Gupta
we typically have 3 days retreat for my team every quarter and agenda includes • collaboratively setting up OKRs and KPIs for next quarter and making sure everyone is in sync including cross-functional dependencies. We use Q4 offsite to set annual goals which guide our quarterly OKRs • Few sessions on professional growth • lots of leadership, collaboration, team bonding activities • We also include many fun activities during the evenings
Brandon Lytle
Awesome. Thanks @Kapil Gupta
Sunir Shah
I usually do a Futuring Workshop, which is very simple brainstorming conversation (and do it in this order because the negative anchor motivates the visioning in step 2).

20 mins. What isn’t working today?

20 mins. What is the ideal?

20 mins. How do we get from where we are to the ideal?

I modify the questions slightly depending on what I’m trying to improve. e.g. internal process or external strategy
Sarah Mouton
Another idea is to select a few topics, split into smaller groups and for each topic e.g. 'marketing initiatives' the little teams write on (different color post-its) Stop-start-go (what we should stop doing, what we should start doing, what we should continue to do) after 20' in little groups they present the results to the rest of the team. You can do this for a few topics. at the end of these small sessions you let everyone vote for the best ideas.
Cory Snyder
Have you built out your playbook? If not, that is a topic that can be done during this time. I normally do an entire day to build out the playbook and leverage quarterly meetings, QBR's and such to dialing the content/playbook. We then use this playbook internal to educate the company on our partners, who is on the team, the partner journey and so on. In addition, we turn that partner journey external to attract partners.

Could be part of your 2020 strategic initiatives.

I agree with @Sunir Shah. These are questions I require in their QBR's as well. So when we get to the annual meeting, each channel manager can reflex on what wasn't working and if those changed to things that are working.

I think you have a solid plan though.
Brandon Lytle
Love it all! Thanks everyone - appreciate all the feedback and insights
Brandon Lytle
@Sunir Shah I'm going to implement this exercise in our upcoming meeting - which questions do you tend to use to enable and drive the conversation. I have a smaller team - 4 DR - so I want to avoid the conversation from stalling out. .
Sunir Shah
What is your biggest existential risk facing your team?
Sunir Shah
Since you’re their boss and not a facilitator, you should break the ice by complaining first
Sunir Shah
Including about your own responsibilities
Sunir Shah
However, most of my teams have a sense of trust that the goal is to do our jobs better for all of us, so it’s not a big deal to start the first question of identifying key problems
Tyrone Lingley
@Cory Snyder - what sections do you include in your playbook?
Cory Snyder
Long list haha! Every position you have and their process. In addition who are the partners, partner profiles and more. Happy to connect over the phone and break it down more.
George Kyriakis
I like to do Start, Stop, Continue session, where we capture stickies on the whiteboard for each category and talk about them. Then capture the themes and incorporate into upcoming year plans
Brandon Lytle
Thank you all for your insights. The offsite went extremely well, great reflection on 2019 and alignment for 2020.
Meryl Serouya
Hi everyone! I was wondering if anyone has experience as a Salesforce Heroku partner - as opposed to an AppExchange or LINK commerce partner.
Larry Angeli
Hi all. I’m looking to connect with someone who has experience building a partner channel (referral or otherwise) with HR consultants. Even if your just getting started, would love to compare notes. Thanks in advance!
Sunir Shah
@Kapil Gupta ^^
Kapil Gupta
@Larry Angeli I have just started working on it. I am happy to connect and discuss further
Larry Angeli
@Kapil Gupta That would be great Kapil. Later this month I am joining a company called Sift--which is basically a employee directory solution.
Kapil Gupta
We can set up a time to later this week. Feel free to PM me
Matt Irving
@Sarah Romer ^^
Noah Green
@Kai Hatchman
Jared Fritz
Have any of you incentivized SDR's/BDR's to book new partnership conversations?
Emily Farr
book new partner convos for you to screen/sign?
Danny B
Agree, please expound as this should be a part of the comp plan
Emily Farr
at my previous job, sometimes partners would contact the company through the sales lead form or sales line and i had some standard questions that i wrote-up for the SDRs to ask before passing them to me...but i did all the vetting/screening. current job has BDMs (bizdev managers) to go out and source new partners before they get passed to me and my team as SPMs (strategic partner managers)
Emily Farr
have never incentivized sales for BD activities
Jared Fritz
Hmmm, Writing up some discovery questions for SDR's is probably the right next step. Our SDR's often get leads that are not potential buyers, but are consultants, influencers, etc, that might be worth talking to
Emily Farr
depending on partner interest volume, i also found a quick google form to be helpful to gather initial info from consultants
Adam Metz
I would incentivize them but only on the back-end, i.e. once partnership yields fruit, or ifn partnership meets very select criteria.
Clinton Gatewood
as owners, leaders and managers we provide incentives to continue to push the right behaviors and activities especially SDRs who typically earn a good portion of their pay on incentives, commissions and other matrices.
Clinton Gatewood
Give them a couple of questions, have them make a warm introductions to you or approapriate team member via email and pay them 10-15 bucks. Not if the deal closes as they have nothing to do with that. Simply here is an intro, they meet the qualifications you gave them, and you pay them.
Adam Metz
Yeah, Clinton's idea for basic bounty is AOK with me. It's good qualifying practice.
Sunir Shah
Happy Friday! Need to grow your marketing agency channel? We’ve negotiated a group buy at the ginormous Social Media Marketing World in San Diego (March 1-3, 2020) on a sponsorship to split costs and increase your return on investment. Let me know if you’re interested.

https://www.socialmediaexaminer.com/smmworld/
Danny B
This is great indeed
Scott Rogerson
If there is an opportunity to do a cocktail party (like what was done in INBOUND), we'd be very interested. It was a great opportunity to not only meet some great new (now) customers and partners, but also others that are part of this group.
Jenna Ochoa
@Sunir Shah do you know the historical ballpark split on attendees? Agency attendance vs. merchants vs. vendors?
Rob Balasabas at TubeBuddy
I'll be there as well. See you all in San Diego sunglasses
Sunir Shah
@Jenna Ochoa I’ll get the stats on agency breakdown
Aaron Hayes-Roth
Looks interesting @Sunir Shah - approximate pricing for sponsorship, and what we get under the terms of the group buy?
Sunir Shah
@Jenna Ochoa They reported back 25-30% agency breakdown (i.e. 1000 agency people)
Sean Blanda (Crossbeam)
Heads up to all of the partner managers here: We’re launching our first-ever “State of the Partner Ecosystem” report and we could use your help. We’re collecting responses to get:

- Quantified best practices for scaling a partner program - Insights into how the best partner ecosystems are created - Compensation trends for partner managers

To get the report early, fill out our 9-minute survey and we’ll send you the collected results in early 2020. We’ve already received responses from many of you (thank you! pray)

https://crossbeam.typeform.com/to/lrE0Xz

(And I’m happy to answer any questions on this thread.)
Sean Blanda (Crossbeam)
Eddie Patzsch
I like where this is heading @Sean Blanda (Crossbeam)!
Jenna Ochoa
Does anyone here have a Slack community dedicated to their partners? I'm researching setting up a community to support both our agency and tech partners but want to understand the potential pros/cons of doing so. Any insight or opinions appreciated!
Asher Mathew
Good Idea, just make sure you have private channels for both types of partners and monitor which partner goes to which channel…
Jenny Risch (Electric.ai)
I have 1:1 slack rooms for a few key partners and the teams I work with at each. I think b/c some are slightly competitive with one another or doing entirely different things (reseller partner vs tech integration), I find disseminating key org updates via email has worked better, since slack doesn't offer the privacy of subscribing to a channel without seeing everyone who is in it (that I know of).
Ryan Lunka
Agreed with Jenny. The one-to-one Slack channel you can set up is really effective. The gotchas I've had to deal with are a) governance around who has access to the room--you may not every employee to have unfettered access to a strategic partner and b) whether the partner also uses Slack--if they haven't or won't adopt Slack, it's a no-go.
Alex Sirota
I use Slack to run our cloud services shop -- private channels for each customers and prospects/clients have a group channel they can join to discuss the work we do and how each tool can be used. I have not seen any company setup a partner Slack -- But I have seen Facebook groups that are effective - Integromat and Wild apricot come to mind.
Jenna Ochoa
Thanks @Alex Sirota! My main concern is agency partners may not engage much due to fear of sharing strategy information w/competitors, etc. I realize we can always dedicate a channel to each partner - but again, just unsure of how much the agencies would engage in more "general" channels if they cannot share strategy, etc.
Alex Sirota
The bigger issue is that they have to join another Slack and unless there is something in it for them they won't. The really smart ones will share and learn from each other to grow the pie. As with anything else it follows the 90/9/1 rule. 90% will lurk, 9 will participate and 1% will actively contribute. There's most definitely a critical mass you need to reach and honestly I find a community building for general sharing is best done on Facebook, where as doing business and collaborating is really great on Slack.
Alex Sirota
Also you'd be surprised how many do not use Slack at all.
Jenna Ochoa
@Alex Sirota thank you for your feedback!
Alex Sirota
Can I suggest that you find out which ones use Slack internally and you join their workspace rather than you expecting them all to join yours.
Jenna Ochoa
@Alex Sirota yes - we currently have that setup with a handful of top tier agencies. Additionally, I created a survey to get feedback from several agencies from all tiers as well as our engaged tech partners. Reviewing results this week!
Sunir Shah
Happy Thursday! SaaS Connect 2020 is shaping up. Got some keynote announcements coming today in the newsletter.
Sunir Shah
Hope you’ve got your tickets. Early bird prices end Dec 31
Joseph Fung
Hey Folks - we're launching something pretty cool in the new year...if your team is planning on hiring any B2B SaaS AE's in the Q1 (for the sake of clarity, I mean actual AE's, not SDR/BDRs), and you'd be interested in a low/no cost way to attract some awesome talent, hit me up. Our launch will include some interesting PR opportunities too. thumbsup
Adam Metz
Joseph, I may actually have a West Coast advisee who's going to be looking in 30-40 days, so please hit me up. Community, I need a little help sourcing, if you can put your feelers out.
Adam Metz
Have a well-backed SF firm that needs:
Adam Metz
1. Back-end engineer (3 years java experience)
Adam Metz
2. Interaction Designer
Adam Metz
Remote is totally okay and Canada is a-okay too.
Adam Metz
Happy holidays everyone!
Sunir Shah
Happy Monday (holiday break edition) everyone!
Sunir Shah
Just a reminder that Early bird ticket for SaaS Connect prices go up tomorrow. http://saasconnect.org
Sunir Shah
We closed the agenda for SaaS Connect 2020. If you didn’t get chosen by the program committee and want to know how to participate, DM me.
Sunir Shah
I’ll be reaching out to everyone who submitted as well
Eugene Krimkevich
Happy new year wonderful partnerships folks! Bit of random question to kick off 2020 - anyone here have experience structuring content licensing agreements, namely for video? Zero internal precedent for this so any/all war stories are welcome raised_hands
Adam Metz
You know who knows this well, Ed La from Zype, advisee. Let me know if you'd like intro Eugene.
Eugene Krimkevich
@Adam Metz An intro to Ed would be much appreciated, thank you! Feel free to shoot it over to .
Adam Metz
he was early on at Ltech (early Google Apps VAR) and ClearLogin the firm I advised of his, cool dude.
Sunir Shah
@channel We have exciting news for 2020! As the CSA is growing, we’ve expanded the team. I am so happy to have hired @Noah Green and @Kai Hatchman from KOAHdigital as our new community managers at the Cloud Software Association.

I met them at SaaStock, where they ran social media for that amazing global community. They’ll be introducing themselves around Slack in the coming days.
Susan LePlae Miller
Congratulations and welcome to both!
Noah Green
Thank you!
Noah Green
wave Happy New Year, we're very excited to be here!

I'm looking forward to getting to know all of you in the upcoming weeks and excited to get into helping nurture this fantastic community alongside all of you! As @Sunir Shah mentioned, we met at SaaStock where we coordinated their social media efforts throughout the event.

Feel free to @ me if you want to say Hi, I'd love to hear from you!

Have a good Friday raised_hands
Asher Mathew
Shared this note on Linkedin and it was positively received so copying here too:

If you have discipline and drive you’re spending the day finalizing your 2020 goals. Here’s a framework that has helped me over the past decade to accelerate learning.

- Education: Formal education (in classroom or virtual) that helps acquire a new skill e.g. online certificate courses, executive residential programs, weekend programs etc

- Exposure: You knowingly or unknowingly were exposed to a situation that helped you think of a new idea for your company or yourself e.g. FP&A meetings (when your core is sales), fishing (when your core is golf), tony robbins events (when you think the guy is a big marketing machine)

- Experience: You took on an assignment that helped you make decisions (good or bad) to use a new skill or sharpen an existing one

Try to focus on one category of learning at a time and then use the skill/concept for another e.g. if you take a class (education) then sign up for an assignment (experience). If you were exposed to corporate finance then consider taking a class to get education on that topic.

With the help of mentors and sponsors, I’ve used this framework to accelerate my learning over the past decade and I hope it helps you.

Learning = Education + Exposure + Experience

Happy New Year!
Kai Hatchman
Hey everyone, really excited to join this community! I work alongside @Noah Green at KOAH (great name I know!) I'm looking forward to what 2020 has in store! rocket
Adam Metz
Hey gang, was wondering if there might be a product manager in the group that’s looking for a low-key coaching/mentoring opportunity, 2-4 hours per month. It’s paid, Bay Area is preferred but not mandatory. If there’s anyone who’s a PM that really loves what they do and would like to help a new and enthusiastic PM learn the ropes via bi-weekly or weekly lunches, let me know!
Jenna Ochoa
Hi guys - does anyone have an experience in being a Marketo technology marketplace partner (paid)?
Jenny Risch (Electric.ai)
Hey Jenna - Last I spoke with Adobe, it sounds like they are combining both the Marketo & Adobe marketplaces in Q1. I am at the outset of working with Adobe but their program seems well organized and resourced to guide you through the process of becoming a partner. Do you have a good contact at Adobe?
Sunir Shah
@sudhir summoned
sudhir
Yes Sir.. Happy New year! Will connect with @Jenna Ochoa, Jenna- feel free to email me at
Jenna Ochoa
@Jenny Risch (Electric.ai) we have a partnership manager with Magento. I'm just trying to understand others' ROI on investing in this marketplace (Marketo). I was not aware they are merging: does that mean Magento and Marketo will eventually be the same marketplace under Adobe?
Jenny Risch (Electric.ai)
Im not 100% sure when, but it's on the roadmap per my last convo with Adobe, so Id probably confirm that before investing in Marketo so you get the most out of the investment if they're merging marketplaces :+1:
Clinton Gatewood
I hope everyone has gotten a fantastic start to a new decade! In for a wild ride if it is like the past roaring 20's simple_smile
Clinton Gatewood
A great way to start of the year is to attend our next channel chief webinar, "Rising Above the Noise: Channel Chiefs Discuss Recruiting and Activating Partners", on January 24th at 10 AM PT. https://bit.ly/2QFp2F0
Danny B
I made a comment on this through LinkedIn. Should be good indeed
Clinton Gatewood
thanks Danny!!!
Asher Mathew
With the new year starting, I have a friend who is on the lookout for VP level BD roles, he lives in Austin and is open to travel. He’s still at his current job which is the reason for anonymity, if you know anyone looking for a VP level professional please direct message me and I will make an intro! Thanks
Emily Breuninger
wave What tool does your company use for tracking channel partnerships?We're looking specifically for something that integrates with Stripe smile
Tai Rattigan
We were using a custom object in SFDC for partnerships attribution. You might want to look at Partnerstack re: Stripe integration - they can also manage the referral payments for you.
Emily Breuninger
thank you!
Lauren Mason (Buildium)
@Emily Breuninger I am currently looking for the same thing. What PRMs have you looked at? I have looked at Impartner, Impact, Allbound, and PartnerStack.
Grant Jurgeneit
@Emily Breuninger this site lists most of the PRM options https://partnerprograms.io/partnerships-software-ecosystem/
Adam Metz
Eric Jones over at Qotient is a genius on this space, DM me if you’d like his email. He’s great for a quick chat.
Doug Miller
Thank you Grant -- very helpful!
Emily Breuninger
@Grant Jurgeneit That article is 100 ! Thanks all, very helpful simple_smile @Adam Metz shooting you a DM
Noah Green
@channel Happy Tuesday! Hope everyone is getting back into the swing of things following the new year break.

muscle We're kicking off 2020 in style. ---> Q&A returns this Thursday, 10 am PT / 1pm ET here in #general.

Kicking off with a timely topic... What's your 2020 partnership challenge?

point_rightI'm sure you're in the midst of setting your 2020 goals. Perhaps you have a challenge you need help with to kick off the year? mega Come on Thursday, take a moment, ask the community and help your fellow partnership leaders kick-off 2020 with the best of starts! 

spiral_calendar_padRSVP ---> http://evt.to/uesihugw
Noah Green
@channel wave Get your questions locked in above ahead of Thursday's Q&A here in #general

I'm excited to see everyone get together to help each-other overcome their challenges kicking off 2020 in the right way!
Jason Breed
QQ here - what is the typical breakout of Pipeline for Partner Channel? For Pipe gen there is typically Marketing generated, Sales generated and Partner generated. What is right ratio for Partner generated?
Tai Rattigan
It hugely varies based on the company and how they define/qualify pipeline and the performance of pipeline is going to be different by channel, I find it’s best to work back from revenue.

It is great if >25% of your closed won revenue is generated by partners, whatever the close rate of partner generated pipeline is (>40% is great) should be your multiplier. So if the revenue number is $10MM and contribution of partnerships is $2.5MM (25%) you will need to generate >2X pipe $5MM each quarter.

The reality is you’ll need to front load pipeline in order to actually get to that closing capacity quickly, and as you increase the push for pipe you’ll see close rate decrease as well. So shooting for 3X or more is smart. Once you have that number, $7.5MM, just calculate what % what is of your company pipeline number. It might hurt the ego to only put up 5% of total pipeline, but it means more to say you hit 25% of revenue in the long run.
Ronen Vengosh
Also greatly depends on the type of partner. For example, Egnyte has Channel Partners and MSPs that primarily drive pipeline, but we also have technology partners - who are primarily technology / product oriented. However, some of our technology partners are focused on driving business with us, which we of course much appreciate and reciprocate.
Ronen Vengosh
I haven't yet found a way to classify technology partners and their potential (as opposed to channel partners) without actually working with them first.
Jason Breed
@Ronen Vengosh and @Tai Rattigan this is great. thank you. You hit the key items here. Partner pipe is a different multiple than sales/marketing generated pipe and your channel types will vary on pipe expectations. I will use our agency partners for the pipeline discussions with Tech partner pipe as a backup/bonus. Thanks both.
Manoj Ranaweera
Happy New Year all

I'm Manoj Ranaweera from Manchester, UK. A few years back, I parked my tech startup https://unified.vu and thinking of resurrecting it in 2020, if we could find a compelling use case through my service company https://techcelerate.ventures. We connected with over 20+ services http://unified.vu/appstore but some of these are now broken due to API changes. Give me couple of weeks to sort it out, if anyone want to trial.

In the meantime, Techcelerate has grown to 23 UK tech companies (2 short to hit 25-25-25-25-25 mini strategy). We are working with founding teams until their eventual EXIT using our trusted Partners and Specialists. 2019 was about building the foundation. We think we now have the start of something.

So where do you come in, especially given 95% of you are North American based?

Just to kick things off:

1. Acquiring our Britsh tech companies for technology, customers or simply market access, e.g. selling into UK NHS? 2. Expanding into USA 3. Integrations and partnerships 4. If you have serious plans to expand to UK, we might also be able to help.
Noah Green
@channel wave Hope you're having a good week. --> Just a Reminder:

We're getting into the first Q&A of the DECADE tomorrow at 10 am PT / 1 pm ET here in #general - It's my first one (very excited!) raised_hands

A very timely topic to ensure we get this year off to the best start: What’s your 2020 partnership challenge?

point_down Have a burning challenge you need help with to start the year? Collect your thoughts and put them into the list below. -> I look forward to seeing everyone come together to help each other overcome these challenges. muscle

See you tomorrow! (Add to you Calendar here spiral_calendar_padhttp://evt.to/uesihugw)
Lauren Mason (Buildium)
Hi Everyone, does anyone mind sharing an example of a Partner Agreement T&Cs?
Gabriel Naologic.com
Can you send it to me as well? I need one
Ryan Lunka
I've really been putting thought into adopting this type of contract structure for partner agreements. At face value, it seems exactly the right approach. Curious if anyone else has thoughts. https://hbr.org/2019/09/a-new-approach-to-contracts
Noah Green
@here Q&A today at 10am PT / 1PM ET here in #general alarm_clock

Our first one of the year with a very timely topic: What’s your 2020 partnership challenge?

I know I've already got a couple of blockers... There's still time to submit your one challenge you need help overcoming this side of the year: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1578433404005100

Looking forward to seeing you help each-other overcome these challenges muscle
Noah Green
@channel rotating_lightOur first Q&A of 2020 resumes today in 1 hour at 10 am PT / 1 pm ET here in #general

bulb Our key question for today is: What's your 2020 partnership challenge? --> Come back here shortly and help your fellow partnership leaders kick-off 2020 successfully!
Dina Moskowitz
Thought I'd share this from Jay McBain @ Forrester Research.
Noah Green
@channel wave We’re back with our weekly Q&A in 10 minutes at 10 am PT / 1 pm ET here in #general ---> Kicking off with a timely topic to kick off the new decade!

point_rightTopic: What's your 2020 partnership challenge?

Do you have big goals for partnerships in 2020? Have a burning challenge you need help with to start the year? 

Write your questions here in #general. Excited to see you all get involved, it’s my first so don’t be shy! Also, some slack etiquette facepunch ---> If you have an answer, please use Slack’s reply feature to keep the convo threaded. 

See you in 10!
Noah Green
@here It’s time, Let’s get started with the first Q&A of the year!    bulb The key question for today is about any challenges you may be having going into 2020. ---> What's your 2020 partnership challenge? Do you have big goals for partnerships in 2020?   You can now fire your questions away thought_balloon Remember if you have an answer, please use the reply feature in Slack to ensure we keep these answers threaded.
Noah Green
point_down We have our first Q by @Steve Deckert →  “How to prove the value of a technology partner program, at scale?

How do I prove the aggregate $ value of a technology partner program across several technology partners each with their own unique integration?”
Jake Wallace
So at AWeber we have a Integrations report that we share each month. In this report, there are many KPI's we track, AMRR, LTV Churn and well number of connected users. There's a few more we track. However, each month myself, our Integrations product manager go over it and find some possible trends.
Tai Rattigan
Hey @Steve Deckert - Getting to the $ value is pretty straightforward once you know how that integration benefits the user. E.g Do they improve user engagement, retention, increase ACV, provide expansion opportunity etc. Some integrations will bring you opportunities directly, most will improve the bottom line indirectly.
Steve Deckert
Thanks for the answers folks!

@Jake Wallace are there any other KPIs that you track that stand out as useful?

@Tai Rattigan that is the problem: each integration benefits the user in a _unique_ way. Figuring this out on a per-integration basis is easy, but cumbersome if you need to do it across many integrations (dozens, hundreds, etc).
Tai Rattigan
@Steve Deckert - Have you identified common trends between them? E.g they improve customer usage of the product, retention, promoter score etc.
Steve Deckert
With some core categories we can generalise the use-case, but always left with a long tail of integrations that would need their own individual analysis.
Tai Rattigan
What is the business justification at the moment for building the integrations?
Steve Deckert
So we have APIs that allow other technologies to build integrations into our product. Initially the justification was that we’d extend our product’s capabilities with less effort since our dev team could work on APIs/documentation, and others could build the actual integrations.

But we want to get a bit more intelligent than “extending our product’s capabilities” and hopefully understand just how much value we’re creating with all these (unique) integrations.
Tai Rattigan
Do you have an analytics tool like Amplitude or similar where you can look at how the behavior of integration users differ from non-integration users at the user and account level?
Jake Wallace
Pitching internally. Being better at equipping myself with the vision and possible outcome to pitch new initiatives in 2020. Any tips and tricks?
Ashley at Clearbit
I've found that focusing on the end state and working backwards _and showing my work_ is the key to securing internal resources and buy-in. For example, last month I had to pitch our CEO for budget for both Crossbeam and for our PRM. I shared numbers on how much better the win rate on partner-influenced deals is, drew out the vision for what it would look like and how it would benefit other teams, then tied it back in with what the impact would be if we increase the percentage of our deals that we could involve a partner. But I think a key here is that we track the data in the first place, and also have a very keen awareness of the data that we're missing
Jenna Ochoa
@Jake Wallace I'm a basecamp fan and love reading their documentation on how they launch new projects. Since I deal with marketing at my company, I try and get inspiration from their planning process (which is probably mostly dev focused) for my marketing projects. Their latest publication gave me a lot of inspiration - maybe it can help you, too: https://basecamp.com/shapeup

This talks specifically about pitching, panning and executing.
Jake Wallace
Thank you @Jenna Ochoa!
Noah Green
One from _@Sean Matthews_ who asked ---> “ Where do _you_ look for information on potential technology partners? ”
Jenna Earnshaw
what kind of information are you looking for? is this to recruit new partners?
Jake Wallace
Love this questions - beyond your competitors. We're constantly tracking what tools our customers are using. Subscribing to Product Hunt and Betalist is a good outlet to follow new and emerging technology that may be a good fit for your ecosystem.
Cassidy Judd
Since Blip is an Advertising Technology platform, we did a lot of our initial research with the list of companies that MarTech creates.
Noah Green
Wow that's awesome @Cassidy Judd
Rory Gallagher
Depending on size/stage of targeted partner types, Crunchbase can provide valuable context.
Sean Matthews
In terms of “what kind of information are you looking for”, I’m wondering about A) finding/sourcing potential partners, and B) validating whether they’re worthwhile to pursue… and probably C) how do you determine if you put in the resources to build an integration vs. try to get them to put in resources?
Steve Deckert
I love using Datanyze. Especially their market share reports by category: https://www.datanyze.com/market-share/e-commerce-platforms
Dina Moskowitz
Hi Noah- SaaSMAX is all about data-driven "Partner Discovery." We help vendors hone in on who their ideal partners are and leverage that to dive into our 130K+ partner database. We're continually adding more partners to our database.
Dina Moskowitz
I should caveat that our focus in on reseller channel partners not vendor<>vendor
Noah Green
Nice one @Dina Moskowitz -> Do you have a Q to add into Q&A?
Steve Stewart / Smartsheet Channel Chief
We are looking at 2 different partner profiling / APpmnt Setting firms that can book a first phone appmnt for our CAMs to follow up on. We have given them our ideal partner profile. We are looking at Expandi in France, and Business Advantage [ UK based, but global database]
Sunir Shah
What partner roles are you hiring for in 2020?
Noah Green
point_rightAre there any podcasts, blogs, or aggregation sources that you've found helpful in crafting your technology partnership strategy?
Jake Wallace
As I stated above, Product Hunt and Betalist's (daily or weekly) newsletters have been a great resource for us to discovery new and emerging tech companies that we could get in early with!
Ashley at Clearbit
Interpreting "aggregation source" very generously: we've started using Crossbeam for this. Understanding our customer overlap with prospective partners helps understand which ones could have the biggest impact. If we already have a dozen mutual customers with a partner, that might be worth more resources than a partner with whom we only have one or two overlaps
Rory Gallagher
I find the more niche / specialized B2B podcasts to be valuable less infrequently and they tend to be inconsistent if being produced by small teams. a16z is not always B2B or software focused, but their high-level content provides great insight on emerging trends.
Jake Wallace
@Ashley at Clearbit as a customer of Clearbit, we're beginning to use your tool to identify what our customers tech stack looks like! I'm excited to see where this goes. It'll help me (who is a tech partnership manager here at AWeber) to prioritize new or updated integrations within our ecosystem.
Ashley at Clearbit
Heck yeah @Jake Wallace!!
Noah Green
How do you find opportunities, or find out about the benefits? What's your go-to resource?

Bonus -> Would you be interested in a podcast purely dedicated to exploring tech partnerships etc?
Sean Matthews
This probably couples with my first question about (just a few other ways of asking the question)
Noah Green
Makes sense! I've pulled together your other one and added it in here! Excited to see what you all suggest here simple_smile
Steve Deckert
Would love a podcast dedicated to tech partnerships.
Noah Green
What's your fave podcast that's discussed partnerships before? @Steve Deckert
Robert Rand
On The JetRails Podcast, I've been trying to give more SaaS companies opportunities to tell their stories. I've also begun inviting on partnership experts, including Rachel Jacobs from eCommercePartnerships.com. We've got lots of upgrades in the works, but I'd love to tune into a dedicated tech partnership podcast as a listener.
Steve Stewart / Smartsheet Channel Chief
I like the Channel Journeys Podcast with Rob Spee. It is focussed on SaaS Channels , and he goes deep with a single channel leader.
Steve Deckert
@Noah Green I can’t say I have a favourite partnerships-dedicated podcast, but I love listening to SaaStr for partner-specific episodes.
Noah Green
One from _@Jared Fritz  _muscle

→ “ How do you merge two partner programs?* Pushpay (a digital payments company for churches) just acquired Church Community Builder (think Salesforce for churches)!

*For the time being, it looks like we'll function as separate companies, so it's easy to keep our integration partners separate. But there are definitely opportunities for our respective referral and network partnerships to be promoting both of our products. Any tips? “
George Kyriakis
Question for the group - how do you business case for additional integration facing partner roles beyond the first ones?
Ashley at Clearbit
Oh man - I'm looking forward to seeing what others weigh in here. What I've found so far is that it's really key to clearly understand: 1. exactly what this role will own (which, in partnerships/BD, is sometimes easier said than done) 2. have the numbers to back it up 3. show that you've tried other ways to solve for the gap 4. present the opportunity cost of not making the hire
George Kyriakis
yeah, it leads us to what are the kpi's that we measure these ppl on, but curious to hear what ppl say
Ashley at Clearbit
At Clearbit, it's all about Partner-impacted ARR
George Kyriakis
At FreshBooks we're measuring % of customers that have OATH connections and the impact on churn, LTV, conversion etc. So growth of apps and OATH connections. We also track acquisition from integration partners, which in itself is an hour long topic.
Ashley at Clearbit
I sometimes wonder if ARR is the right metric. One the one hand, nobody can argue that it is an important (the most important?) thing we could possibly impact. On the other, there is value to having a robust ecosystem, to having customers with more integrations activated, and other things that wouldn't be reflected in ARR.
Ashley at Clearbit
Ha, maybe that should be its own question for the group simple_smile
George Kyriakis
Its own topic grinning
Jenna Earnshaw
How are you working with other stakeholders in your org (product, eng) to map out your technology partner integrations? Who owns it and how do you get buy in from other departments to justify a new integration?
Robert Rand
I've always found this to be a challenge unless you product/engineering has been tasked with providing dedicated resources for the partnership team. Otherwise, partnership priorities all too often get pushed to the bottom of the backlog. Ideally, partnerships has product team bandwidth, so it's up to the product team to prioritize their needs in tandem with sales, marketing, and any other stakeholders.
Rory Gallagher
We aggregate customer and prospect feedback from SEs and PMs and compare against previously submitted CFR (customer feature request) tickets from Account Management / CSMs. Usually a collaborative discussion with product and BD leadership on how to prioritize and roadmap accordingly.
Steve Deckert
> Otherwise, partnership priorities all too often get pushed to the bottom of the backlog. This is painfully true.
Jake Wallace
I work very closely with our Integrations Product Manager on gathering the initial data needed. I also work with or Dir of Sales, on prospects/customers and lastly, Marketing on what that co marketing/launch looks like. I've leveraged this post via the CSA website as a great resource too! http://www.cloudsoftwareassociation.com/2019/07/11/the-complete-integrated-partnership-launch-checklist/ <-- I have this bookmarked as a reference!
Rory Gallagher
The joint accountability between product and bd/partnerships function is always a WIP, but if technology integration partnerships can solve for tech shortcomings that have already been documented by product leads…that’s a great bargaining chip to have in hand.
Ashley at Clearbit
When I first started at Clearbit it made me nervous that our API docs were so easily accessable and anyone could set up an account and build an integration. But on the upside, making it really easy for partners to build an integration takes a lot of strain off of our internal team needing to be the ones to build partner integrations. We do build some! But we don't need to be the ones to build every time.

This definitely wouldn't work for every partner org, but it might be worth considering if internal resources to build are hard to secure
Ashley at Clearbit
What is your north star metric, which numbers does your partnerships team live and die by?

At Clearbit it's partner-impacted ARR, but I'm curious how what other KPIs might be used and why
Robert Rand
I think you hit the nail on the head. If the partnership team can't establish that they're having a positive impact on revenue, then things will eventually come to a head. Aside from leads/sales, I am used to reporting on other metrics related to joint marketing engagements, as partnerships often bring additional branding and marketing value above and beyond tracked sales.
Steve Stewart / Smartsheet Channel Chief
2 KPIs - New Partner Led Deal Registrations - $$ amount and Count. With DealReg - we know that the channel is discovering net/ new opportunities that our direct sales team did not know about. Steve - Smartsheet.
Ashley at Clearbit
@Steve Stewart / Smartsheet Channel Chief so it's about pipeline generated, not revenue closed?
Steve Stewart / Smartsheet Channel Chief
Correct --- we have a 100% Collab model and pull in our direct sales team to collab with the partners. So we are really focussed on the ability of the channel to generate top of the funnel new opportunites, that we can then jointly close. Yes - we pay both our partner and our direct rep.
Ashley at Clearbit
Cool, thanks @Steve Stewart / Smartsheet Channel Chief and @Robert Rand!
Dina Moskowitz
I am always surprised at how few channel teams understand what the average contract value is amongst their most successful partners (or if just getting started, what they expect it to be for their "ideal" partners.) By knowing that data, you also can think better about who your ideal partners should be and hone in on identifying and recruiting those.
Ashley at Clearbit
As we're all fielding and answering each others' questions, would you all be open to adding your company name in your display name? simple_smile
Dina Moskowitz
Ashley we're a customer and fan of @clearbit!
Sunir Shah
100%. Slack used to actually make this magically possible, but I think it’s moved up to a paid plan.
Sunir Shah
I’ve changed he display name guidelines and I’ve asked Slack if they can help
Noah Green
female-technologist How long did it take for your partnership program to start generating revenue?
Robert Rand
I'm used to getting a partnership program to start bringing in revenue within 1 quarter, but profitability usually takes longer. I usually manage expectations by suggesting 1 year as an average break even, and 2 years for uncorking the champagne.
Robert Rand
but every program is different
Dina Moskowitz
1 quarter is about right if your channel team is organized and has everything lined up to support their partners.
Dina Moskowitz
Something i think is often overlooked is how important it is to help new partners by asking/incentivizing them to follow an existing deal/prospect or giving them a warm lead. Its so much better to help them hear/see the customer "a ha" and pitch before going out on their own to their client base.
Dina Moskowitz
Our challenge for 2020 is to continue to better understand and segment what the personas are for the different types of channel partners (resellers not ISVs) who are successful at activating. For example, MSPs and IT VARs expect and want to earn commissions from vendors and we've done an amazing job at being able to hone in on tons of data points about them, but we find that MarTech agents, HR agents prefer to appear neutral to their clients- and thus oftentimes say they don't want to earn commissions but are still great influencers/referral partners to SaaS companies.
Noah Green
How do you go about segmenting this data?
Dina Moskowitz
We have proprietary technology that enables us to profile the partners based on their online presence to parse out their characteristics by solutions & services they provide, vendors they work with, specializations, target markets, customer size and type, partner certifications etc...but when it comes to understanding which the broader newer channels like "HR Tech" and "MarTech Agencies" we are still trying to figure out best ways via data to predict if they're channel partner savvy.
Sunir Shah
@Dina Moskowitz I think the divergent requirements of parnters is one of the more interesting aspects of channel. It has a lot to do with how the partner sells its own services to the client; MSP & IT are selling tech management, so they naturally would manage the software; marketing and HR are selling different outcomes fundamentally, and are less willing
Dina Moskowitz
Agreed @Sunir Shah - plus within the IT sector its well accepted to be compensated by vendors, whereas not necessarily in the new broader channels...
Dina Moskowitz
Still, we want to better identify the partners in those broader channels are movers and shakers
Noah Green
Based on @Robert Rand's answer of being able to get a partnership program to start bringing in revenue within 1 quarter... Albeit it does vary!

When getting your partnership program off the ground to generating revenue, where would you go to intially do so and promote it? ie; what channels? approach?
Dina Moskowitz
This is a loaded question. It depends on your product, its pricing, its sales cycle, your partner program, your incentives, etc.
Noah Green
@Dina Moskowitz You're right, it's very case specific + incentives and sales cycles has such a big part to play, I was thinking thought go to approaches can work across the cuff for example going to LI and utilising sequences to get it off the ground can often be a viable way of getting it out there!
Robert Rand
I often start with referral partnerships for some quick wins to build momentum. Those require the least time to onboard successfully. I'll often place other partnership programs, like reseller programs, as a secondary since it takes longer to build a proper resale program, train the partner properly to handle sales and/or some tier of support, etc. The same applies for partnerships that require integrations, which often take longer to get up and running. So for referral partnerships, I look for opportunities to connect with influencers and discuss partnerships. Trade shows and conferences are a great for me, although I do know some folks that prefer cold outreach. There are of course unique circumstances, like if you can go through an industry association to make connections.
Robert Rand
I've also stayed within eCommerce / Marketing / Tech for a long time, so I have the benefit of a rolodex to start from too. It's not unusual for partners to follow you from one job to the next, especially if their's no conflict of interest.
Dina Moskowitz
Agreed @Noah Green and great response @robert rand
Dina Moskowitz
Without goal of being promotional, since SaaSMAX is all about connecting vendors with the right partners, I think that before you decide on which type of partner program to launch (referral, reseller, wholesale/OEM) that its important to really think about who your ideal partners are....then drive everything from there.
Steve Stewart / Smartsheet Channel Chief
What resource or Mkt Rsrch firm do people use to benchmark thier partner program vs. a set of complimentary or competitive SaaS partner Programs? [I am really interested in knowing the specific economics of how we compare]
Noah Green
+1 on this v interested to know
Dina Moskowitz
I think it would be hard to do an economic comparison since those details are not typically available, but @Dina Moskowitz channel informatics reports might be very helpful...check out this sample report.
Dina Moskowitz
we could look at your competitors partners in aggregate, profile them, and roll them up into a report that compares you partner base (or most successful partners) with their partner bases...
Steve Stewart / Smartsheet Channel Chief
Thanks Dina --- reviewing this now with my team.
Dina Moskowitz
happy to answer any questions...
Tyrone Lingley
@Dina Moskowitz do you have any data relevant for marketing technology?
Dina Moskowitz
HI Ty- the answer is yes, but we generate these sorts of analytics and insights on custom, per-vendor. The goal is to leverage this sort of data into improving a channel team's partner discovery and recruitment, and to apply toward a channel team's existing partner grading and segmentation.
Noah Green
I'm sure everyone is cleaning up their processes this side of the year...

What adjustments are you making to your process to ensure you can accelerate your efforts going into 2020?
Noah Green
With yours @Dina Moskowitz is it to as you said streamline your personas?
Dina Moskowitz
OK that's probably a simplified way to express it!
Noah Green
@here That’s a wrap clapper Thanks everyone.

+ It was my first so great to see the above in full swing!

--> I'll take out all the questions & answers and summarise them for your future reference.

bulb Stay tuned for some really special AMA's coming up in the weeks ahead, 2020 is a GO!
Dina Moskowitz
@Noah Green good job!
Noah Green
Thanks @Dina Moskowitz Great to have properly connected and really enjoyed hearing about your 2020 roadmap!
Steve Stewart / Smartsheet Channel Chief
thanks @Noah Green!!!! Super helpful for us
Noah Green
No worries, it's been great to see you all come together to overcome these challenges simple_smile
Sunir Shah
Thank you Noah!
Manoj Ranaweera
Good to hear MailChimp's revenues for last year is $700m - not bad at all for non-equity funded tech company with 60% market share.
Manoj Ranaweera
Further to my post on 8th, we now hit our first target https://www.linkedin.com/posts/manojranaweera_just-a-quick-thank-you-to-everyone-who-kept-activity-6622595300571828224-v2Z0

We have a few SaaS companies as you can see from https://www.techcelerate.ventures/members/. @Sunir Shah shall I start introducing them to you and this awesome group here? Would be good to schedule a quick call as well.

Our second phase is to build the Angel Network which starts today.
Jenna Ochoa
Hi guys wave can anyone recommend a Slack app that would allow progress on a goal to be visually displayed? I'm specifically looking for a way to visually show our progress on MRR inside a Slack channel. Any recommendations?
Tim Metzner
No, but if you figure something out, please share (great idea)!
Sean Matthews
I just found these guys recently, not sure if it’s going to get you exactly what you want (visual display of goal tracking): slack.com/apps/AGBP8J869-tability

What tool do you currently use for tracking MRR?
Jenna Ochoa
We are using Airtable so I'm going to look at creating a zap but unsure what I'll be able to achieve as a visual element
Sean Matthews
Hmm… how frequently do you want the updates?

And how comfortable are you with using Webhooks by Zapier?

You could use this API https://quickchart.io/documentation

Send data in, get the URL back, and post that to Slack where it _should_ render https://quickchart.io/chart/render/9a560ba4-ab71-4d1e-89ea-ce4741e9d232
Jenna Ochoa
@Sean Matthews not super comfortable with Webhooks but I am open to learning new things! This looks promising and worth a try. Thanks for your feedback clap
Travis Bradley
Do you have a copy that is not Pay-walled?
Kevin OBrien
Hi All - what Partner Management Systems are you using to manage leads and referrals, housing an asset library, program reporting, etc??
Max Kuzkin
Microsoft Dynamics
Jenna Ochoa
We are using Partner Stack here at Justuno
Tyrone Lingley
We also use PartnerStack
Kevin Hurd
On a scale from 1(lowest)-10(highest) how would you rate your satisfaction with PartnerStack? We have a demo with them next week. Would you be willing to share the value it is providing you or the pain-points it is solving for your organization?
Dan Anand
@Kevin Hurd we use PartnerStack here at Smile for our agency partnerships. To be fair, we use PartnerStack at the moment to keep track of referrals, pay out rev share and communicate with our standard partners.

Partners will forget the tool exists and then will refer new customers in traditional sales channels. That isn’t necessarily a PartnerStack problem, but is time consuming when we have to manually add the referral in PS or upload historic transactions into PS.

That being said, when used right, it’s solid platform, but can use a lot of work to better support: • Visibility on referrals: once a referral is added, we must rely on our CRM (Hubspot) in order to nurture the lead status. PartnerStack goes from New -> Qualified -> Closed Won or Closed Lost. • Training/Resources: there resource section is like Google Drive, with a bunch of folders with information you can upload. If you’re looking to enable a partner, I would not be confident in using this feature at this time. • Intuitiveness: simple flows that are expected in a platform are sometimes missing. For example, you are on the partners profile, click in to view their recent referral, then you want to go back to the partners profile. You can’t. It takes you back to the overall Partners view. It’s small but frustrating once you use the platform for a while. • Ability for admins to invite team members into PS: This allows us to invite partner team members into the platform, enabling us to track on an employee basis to the # of referrals/MRR/etc they are driving. We can’t do this and have to get the partner to invite their own teammates. These are very specific nuances I’ve had with the platform. Overall, the platform is solid for automating our referral and payout process, however, needs more work done to fix up the other elements. As we’ve been restructuring our program, these nuances aren’t crucial to our success and are comfortable with allowing them time to fix them. They’re team is very receptive to our feedback and engaging with us on almost a daily basis. More than happy to share more feedback with anyone if they’re interested!
Sebastian at Bench
Hi all. I'm doing a bit of research right now trying to paint a clear picture of what "great" looks like in the world of influencer/low-touch referral channels (i.e. hundreds of partners/ambassadors, high automation, refer-through-a-link style programs).

Does anyone here have some industry standard examples to point to? Or, better yet, would any of you who run a successful referral channel that fits that description be keen for a chat so I can learn about your program?
Jenna Earnshaw
@Tyrone Lingley ?
Sunir Shah
Microsoft and Intuit QuickBooks are the gold standards of partner communities, in my opinion. But they are more high touch.
Sunir Shah
Amazon is the affiliate champion. Constant Contact had an incredible referral program. People would evangelize them at every meetup. But if you want something more contemporary…
Sunir Shah
I would probably have to say one of ConvertKit or Keap/Infusionsoft.
Tyrone Lingley
@Sebastian at Bench - we're down the street happy to connect.
Sebastian at Bench
@Tyrone Lingley great, I'll shoot you a DM.
Tyrone Lingley
Bring @Eli Mitchell!
Sean Saint
Does anyone have a good example of a slide your sales team uses to show the breadth of integrations you have? cc: @Alli Holt
Antoine Moreau
here are a couple that we use at Aircall! not sales-specific though but we could easily tweak them.
Sean Saint
Love this! Thank you :)
Sunir Shah
@Antoine Moreau wow, those are truly excellent. give a high five to your designer
Alli Holt
@Antoine Moreau - These are awesome! Thank you for the inspo!
Manoj Ranaweera
Anyone done anything around customer networks or customer as a channel?
Rob Balasabas at TubeBuddy
Today is my last day with Thinkific. heart

A lot of you know me as the Social Media & Community Manager for Thinkific, as well as working closely with our Partnership Team. I joined the Thinkific team almost 4 years ago on the Customer Support Team. I was team member #17.

Thinkific will always be a special place for me and my family.

I'm excited to share that I've accepted an exciting role with TubeBuddy.com as their new Brand Evangelist!

I'll share more details on this next adventure very soon!
Noah Green
@channel Hey everyone! This Wednesday, January 22 11am PT / 2pm ET we're excited to invite Maxim Kuzkin, from Ingram Micro into #general here on Slack for our first studio_microphoneAsk-Me-Anything of the year!

Ingram Micro in Short Ingram Micro is the largest IT distributor in the world. They have made some major investments in cloud software distribution recently with CloudBlue, and they have more ideas still.

point_right@Sunir Shah had a very interesting conversation with Maxim. So if you're figuring out distribution, this AMA will be worth your while!

Add a reminder to your calendar https://www.addevent.com/event/NO4481676
Jazz S
is there a good 3rd party platform that would allow me to see if our prospects are current customers of a partner without the partner having to share their entire customer list? i.e. some platform where we could both enter in our customer/prospect lists without the other seeing everything
Leslie Wong
Crossbeam
Jake Wallace
@Bob Moore and @Jess Waldeck at Crossbeam
Bob Moore
https://www.getcrossbeam.com -- I'll avoid being a total shill here but, yes this is exactly what we do. It's free to join and happy to give a red-carpet onboarding experience to anyone in CSA simple_smile
Haydeé F.
#general Hey Everyone! For those who use Hubspot, I thought it could be helpful to share here our lates Free email native template. Let us know what you think! https://marketplace.hubspot.com/products/tobagency/forza
Kevin Raheja (Typeform)
Hey everyone! Working on a BD blog/podcast. Would love for you all to check out this quick survey so you can be involved! https://kevin348544.typeform.com/to/xttMj2
Haydeé F.
done!
Kapil Gupta
done
Ashley at Clearbit
done!
Sean Matthews
Done thumbsup
GJ - Apideck
Just found out about this handy new directory to compose your MarTech stack https://martechbase.com/?ref=producthunt
Sunir Shah
@here I’m looking for some beta testers! I’m working on a better conference tracker for us. Can you fill this form out about where you’re going? The goal is to coordinate more efficiently than the #conferences Slack channel. https://airtable.com/shrbRYmuLSxC4Ozbp
GJ - Apideck
Would it be an idea to automate this through a Slack bot that polls for attendance x days before the event?
Sunir Shah
yes. is there a fun and easy way to create such slack bots?
Sunir Shah
that is such a great idea
GJ - Apideck
No, it shouldn’t be that difficult
GJ - Apideck
Do we have an Airbase to query the data?
GJ - Apideck
Do you have a link?
Sunir Shah
unclear what you’re asking / offering
GJ - Apideck
I’m asking for the link to the Airtable base to see how you could automate the event reminders as we discussed point_up
Alex Sirota
Integromat for the win @Sunir Shah - happy to help you set it up. I've been going nuts with it and doing stuff with Slack.
Max Kuzkin
Hi guys, @Sunir Shah invited me to talk to you tomorrow. Small introduction of myself: https://vimeo.com/386364246/ecda23ed44 so you can decide if you have any questions.
Sunir Shah
Add a reminder to your calendar (Wednesday 11am PT / 2pm ET) https://www.addevent.com/event/NO4481676
Noah Green
rotating_light@channel Our first Ask-Me-Anything of 2020 resumes in 1 hour at 11 am PT / 2 pm ET here in #general

bulb You can ask @Max Kuzkin anything about Ingram Micro CloudBlue and his perspective on the evolving channel for SaaS.

Ingram Micro is the largest IT distributor in the world.  Come back here shortly → If you're figuring out distribution, this will be worth your while!
Steve Stewart / Smartsheet Channel Chief
I am recruiting for a Channel Account Mgr in our new office in Sydney, Australia. I need a current Aussie citizen in Sydney. All the details are here. https://www.smartsheet.com/careers/position/2028514/channel-account-manager My recruiter can be found at;
Matt Irving
Hey @Steve Stewart / Smartsheet Channel Chief! I may have someone. Emailing your recruiter now.
Steve Stewart / Smartsheet Channel Chief
Thanks Matt !
Noah Green
@channel We’re back with our first Ask-Me-Anything of 2020 in 10 minutes at 11 am PT / 2 pm ET here in #general - -> Kicking off with Maxim Kuzkin, Ingram Micro (thanks for joining us @Max Kuzkin & thanks to @Sunir Shah for getting this locked in!) 

point_rightIf you're figuring out distribution this one is for YOU!  Please write your questions here in #general

 Also, some slack etiquette --> If you want to jump in and get involved post your questions here in #general and ensure you stick to keeping your discussions around Maxim’s answers within Slack’s reply feature to keep the convo threaded. 🧹

See you in 10!
Noah Green
@here It’s time, Let’s get started with the first Ask-Me-Anything of the year! 

Today we have the pleasure of welcoming Maxim Kuzkin from Ingram Micro into our community. Thanks for joining us @Max Kuzkin it's great to have you in here for this session.

Ingram Micro is the largest IT distributor in the world, so if you’re figuring our distribution this one is for you!   rotating_light You can now fire your questions away! _Keep in mind you have something to add,  please use the reply feature in Slack to ensure we keep these answers threaded. 🧹_
Max Kuzkin
Thx @Noah Green and hello everyone.
Max Kuzkin
If you guys have any questions - i’m here to answer.
Max Kuzkin
brief introduction of myself is in this few min video -
Noah Green
It's a pleasure to have you here!
Sunir Shah
What has been the biggest learning about how the IT channel has adapted to the cloud?
Max Kuzkin
Funny enough my biggest personal learning was that the cloud didn’t really disrupt the channel, but made lives of many MSPs and VARs much simpler.
Max Kuzkin
The reason i’m saying that is that years ago i was under impression that “OK - here comes the cloud and all services will be so easy to find and consume there will be no need for any channel help”.
Max Kuzkin
But the reality turned out much funnier - there are so many cloud services now doing so many things and with so great complexity - poor SMB and business owners are not able to figure it all out without someone’s help.
Max Kuzkin
Hence, the need for the channel has only increased ever since.
Sunir Shah
It’s a fundamental nature of physics (truly) that software will grow in infinite complexity, and thus there can never be a sustainable self-service free market for software.
Sunir Shah
We can always keep coding. It’s the tower of babel
Max Kuzkin
Agree - though was rally not obvious to me some 10 years ago. That’s why the whole Ingram Micro story was a true revelation to my brain.
Kai Hatchman
Hey @Max Kuzkin great to have you here! @Jake Wallace has a question for you "Maxim, thanks so much for taking the time today. I'm very interested in your career path and what lead you to Ingram Micro via an acquisition"
Max Kuzkin
It’s been many years - some key milestones are in https://www.linkedin.com/in/maxkuzkin/
Max Kuzkin
I was part of the team that created Parallels Desktop years ago - parallels.com
Max Kuzkin
when that product was well established we were building other things, like apsstandard.org for example
Max Kuzkin
which was implemented in products like https://www.cloudblue.com/odin/
Max Kuzkin
which was aquired by Ingram Micro few years ago
Max Kuzkin
thus here i am at ingram micro now
Danny B
I may have been at parallels during the time you were when they spun off Odin
Max Kuzkin
@Danny B you are not sure if you were there or not? :-)
Danny B
Not sure if I ran into you while I was there
Enam Rabbani
Hi @Max Kuzkin Wanted to validate some opinions/myths(?) and get your perspective from being inside ingram. 1. IT teams don't buy saas through distributors - beyond the big 10 (O365 etc). They want to buy directly from the vendor.
Max Kuzkin
IT teams largely don’t care where to buy from - it’s a matter of value and convenience.
Max Kuzkin
If it’s simpler and more convenient to buy from vendor directly - they would of course.
Max Kuzkin
But keep in mind that distributers add lots of different things - credit terms alone could be a huge differentiator
Max Kuzkin
if you can pay after the deal is closed vs now => would you choose to go direct with the vendor?
Max Kuzkin
then comes financial aspect of the story - AP relationship with many vendors is costly to maintain too. Vendors often don’t have good capabilities around that.
Max Kuzkin
And then comes unified reporting, API etc.
Enam Rabbani
yup - so we're looking at ingram precisely for that reason. Providing net terms and alternate payment methods and collections
Max Kuzkin
So, ironically, there is less incentive to buy O365 through distribution - cause their portals are much more advanced
Max Kuzkin
for smaller and less popular products - going through distribution is often much more compelling than for O365
Enam Rabbani
Opinion/myth #2. Resellers don't have interest in reselling saas subscriptions - their comp structure for their reps don't allow for it unless they sell 3yr prepaid contracts.
Max Kuzkin
Sorry somehow missed this thread initially.
Max Kuzkin
That is often true, actually.
Max Kuzkin
Everyone is coin-driven. And coin-driven is very good from my point of view.
Max Kuzkin
Sales reps in many organizations still have little incentive to sell subscription services - cause even with 3 years prepaid it doesn’t generate enough %% for their bonus.
Max Kuzkin
Unfortunately - there is no technical solution around this, obviously. And we see more and more businesses changing compensation structure for their sales to accomodate for subscriptions reality.
Max Kuzkin
When that happens - for example, by attaching recurring revenue to the sales rep account - this helps a lot with the motivation, as you can imagine. simple_smile
Steve Stewart / Smartsheet Channel Chief
hi @Max Kuzkin --- Can you validate a myth #3. Ingram Micro's primary role with SaaS apps is Fulfillment - reacting to inbound demand from Resellers that have a live opportunity. Ingram does not do any pro-active reseller identification and recruitment nurturing of partners that might fit my ideal partner profile?
Max Kuzkin
Supply chain is a well developed area and fulfillment is definitely part of it but not the most complex one
Max Kuzkin
4 of the most important supply flows are highlighted in the diagram and each is a value in itself
Max Kuzkin
1. Contracts Flow - distributor helps with standardized paperwork and onboarding of Vendors to the common denominator.
Max Kuzkin
It might take many month for anyone to onboard each vendor contractually, while work with the distributor requires just 1 contract
Max Kuzkin
2. Product Information Flow - we work with our partners to provide them with go-to-market and other activities
Max Kuzkin
to the level of integration into their systems and business processes
Max Kuzkin
3. Fulfillment - this one is well known and developed, so won’t stop too much on it
Max Kuzkin
4. Usage/Consumption Flows - aggregation of data and extraction for billing in other systems is a very complex beast as well
Max Kuzkin
on top of that - integrations, business processes all over the place
Max Kuzkin
so, Fulfillment is valuable but not alone
Max Kuzkin
and i didn’t even mention financials, AR/AP, reconciliation and all of that - not to overcomplicate the story simple_smile
Steve Stewart / Smartsheet Channel Chief
Is Max on this chat ?
Noah Green
Yes! @Max Kuzkin is here simple_smile Just give him a moment to get through all of these!
Max Kuzkin
Max is on this chat too simple_smile
Max Kuzkin
Hi Steve! simple_smile
Sunir Shah
We had a small discussion about annual budget cycles vs. variable, usage-value pricing that is more common with SaaS. How does the channel want to buy SaaS and why from your experience?
Max Kuzkin
Greatly depends on the vertical: Telco is different from MSP/VAR and not the same as Retail
Max Kuzkin
for MSP/VAR the trend i see is negotiation of the yearly budget with the customer
Max Kuzkin
hence the desire to pass-through yearly terms down the chain, cause this is the way contract is negotiated with the end-customer
Max Kuzkin
For Telco dynamics are different and their goals are around attach-ratio to their monthly contracts
Max Kuzkin
Retailers have different problems of their own too - depends on the partner
Sunir Shah
A lot of that has to do with what risks are being managed by purchasing a service package from the partner
Sunir Shah
MSPs I understand. You’re effectively controlling the head count cost of IT
Sunir Shah
Telco I’m not sure I get; I think it’s about selling complete communications solutions (telephone + call center software?), but I don’t have enough experience.
Max Kuzkin
Telco are all fighting for additional services attached per seat: antivirus, communication, backup - whatever, yes.
Sunir Shah
I hate it when companies sell to meet their own internal needs rather than end customer value.
Max Kuzkin
It’s one of the largest areas of growth and opportunity for them these days with all regulation happening in the industry.
Sunir Shah
It’s so unstable
Sunir Shah
Ah, regulatory capture? What’s happening there?
Max Kuzkin
and similar processes happening around the globe over recent years
Max Kuzkin
making the communication service itself more and more a commodity
Sunir Shah
Interesting. I don’t understand what the end customer gets from buying from a telco besides arbitrage
Max Kuzkin
it’s often much simpler. I’m buying my Netflix through T-mobile, for example. wink
Max Kuzkin
was 1 click and like 5% cheaper than going direct
Sunir Shah
aye. arbitrage
Max Kuzkin
why bothering going to netflix and registering and all that?
Sunir Shah
It makes sense to me. A Late Majority playbook. Perfectly important.
Sunir Shah
I was wondering if there was more to it.
Enam Rabbani
Zooming into fulfillment - We are building out subscription APIs so we can connect into 3rd party disti and reseller marketplaces and automate provisioning. Was excited to read about APS Connect - but haven't been able to find much in terms of actual documentation. We want to make sure we're making good architectural decisions. And I imagine a lot of saas companies will go through the exact same process with their eng teams. Would be great to know how we could accelerate this (for example - reference architecture for zuora to Ingram cloud, or SI/partners who do this)
Max Kuzkin
Yes we’re thinking of opening up Connect documentation indeed
Max Kuzkin
As of now it’s only available for those who works in the portal
Max Kuzkin
Thus limits ability to learn/align on the reference architecture…
Max Kuzkin
As of today i can recommend you to shoot a message to Huang, Anthony <>
Max Kuzkin
Anthony is Product Manager in my organization and he’ll be able to do a demo of Connect for you and a trial account so you can do your research
Enam Rabbani
awesome, thanks Max will follow up with Anthony
Max Kuzkin
Btw guys just curious - in principle - would you like an option to jump into the room with video conference like Zoom to ask me questions verbally? Just curious if it’s only me who hates typing or there are more people like that? simple_smile
Sean Saint
How do product reviews play into your team’s sale cycle? When a prospect or customer is looking to purchase a tool from a broad category, what are your reps doing to recommend specific tools?
Max Kuzkin
@Sean Saint - just to make it clear, you means “our sales team” as Ingram Micro business that does distribution or our CloudBlue business that sells automation software/services to other businesses?
Sean Saint
The former!
Max Kuzkin
At Ingram Micro our reps are obviously trained to recommend certain solutions in certain areas - to be honest, i don’t know how much their recommendations are influencing decisions of our VARs cause i don’t really know how to measure that.
Max Kuzkin
But the fact that they are actively promoting and recommending certain solutions is there for sure - most likely has its own influence of share too.
Sean Saint
Really interesting - thank you for sharing.
Noah Green
@here That’s a wrap! clapper

Thanks everyone for getting involved - I'll get these questions & answers summarised so you can reference them in the future simple_smile

@Max Kuzkin Thanks for taking the time out to answer these questions! If you want to connect with Max you can find out how to do so here (https://vimeo.com/386364246/ecda23ed44)
Sunir Shah
Thank you @Max Kuzkin! This was really great.
Dina Moskowitz
If you’re managing a reseller channel program this upcoming webinar is a don’t miss- Meet 3 successful Channel Chiefs-

Jean O'Neill, VP Channel Sales at Cyxtera (just won top-performer award!)

Randy Fahrbach, Sr Manager North American Channel (16 SaaS Apps under his leadership!)

Michael Nobers, Director of Global Channel Sales at InfoSec (and prior at Proofpoint and Wombat),

SaaSMAX will be talking to them very candidly about how they've been able to rise above the noise and get through to partners when it comes to channel recruitment & partner activation. If you're trying to meet or exceed channel goals in 2020 you definitely won't want to miss this one. https://bit.ly/2FsVSUd
Multi-Cloud Leadership Alliance
Is there a recording of this session?
Stacy L. Carlson
Anyone else in Nebraska or KS?
Tyler Sanft
PR opportunity: Summary: As a company, how do you define success?

Name: Sarah Carter The Wall Street Journal Category: Business and Finance

Media Outlet: The Wall Street Journal

Deadline: 05:00 PM EST - 26 January

Query:

Many companies define success in different ways (e.g. revenue targets, market share, successful exit, etc). How do you define success?
Tyler Sanft
Please DM or email me <> if you’d like us to submit your response
Lisa Thoman Lawson
Need to ramp new channel or partner managers quickly to hit aggressive goals? Check out SaaSy's Partner & Channel Manager training in San Francisco March 5th! This is the only role based training I know of specifically for partner managers! Reach out to me for more info and a discount code! https://www.eventbrite.com/e/saasy-partnerships-and-channels-partner-manager-ic-program-tickets-77242154363
Gabriel Dillon
Hey Lisa! For the others, I received Lisa's training and confirm: this is an excellent resource for anybody — individual contributor or manager — who wants to dive deeper into their profession. Highly recommend.
Lisa Thoman Lawson
Thank you @Gabriel Dillon!
Clinton Gatewood
Hosted a fantastic webinar last Friday with three highly knowledgeable channel professionals. Here is a link so you don't miss out and will soon invite you all to our next one!!! https://bit.ly/3aNBfRf
Kevin Raheja (Typeform)
I'm hiring a Head of Agency Reseller role at Typeform. Competitive pay, based in SF. Typeform is growing fast :) DM me for details if you know anyone who would be a good fit!
Idan Peleg
@Sunir Shah - thanks inviting me to this channel simple_smile
Sunir Shah
@Idan Peleg welcome!
Tyler Sanft
PR Opportunity: Summary: Cloud Computing through the decade

Name: Alex Belanger Pythian.com Category: High Tech

Media Outlet: Pythian.com

Deadline: 7:00 PM EST - 3 February

Query:

How has cloud computing transformed the business world over the past decade?

Looking for specific impacts it’s had over various industries, why it was relevant, and how it improved the industry you’re referring to. Minimum 50 words

Used responses will be notified, attributed, and linked.

Full quotes only, no interview pitches. No vendors or promotion of products/services. Requirements:

- Name - Title - Company - Company URL - Facebook URL (Company) - Twitter URL (company) - LinkedIn URL (company)
Tyler Sanft
Please DM or email me <> if you’d like us to submit your response
Lisa Thoman Lawson
If anyone is trying to ramp new partner managers, check out SaaSy's partner and channel manager training workshop on March 5th in San Francisco! DM me for more info! This workshop always sells out! https://www.eventbrite.com/e/saasy-partnerships-and-channels-partner-manager-ic-program-tickets-77242154363
Stacy L. Carlson
Hi @Lisa Thoman Lawson - Is this by chance a live event that one could remote into?
Lisa Thoman Lawson
Hi Stacy, no, sadly it's not! But SaaSy does offer them in different cities throughout the year. Where are you based?
Ryan Raffel
Hi Lisa, I had that same question. I might be able to make it out to SF for this one, but for refence I’m out in Chicago simple_smile Not the biggest tech market but it has been growing up and maturing quite a bit over the past 5 years and particularly the past 2
Lisa Thoman Lawson
Hi Ryan! Stacy! We are actually gauging interest for workshops in other cities now. Thanks for your feedback!
Gorkem Cetin
Hi guys - I am one of the cofounders of Countly, a self-hosted product analytics platform for mobile, web and desktop apps. Looking for partners & hiring several roles - DM me if you would like to know more simple_smile

Happy to be a part of this community heart
Noah Green
@channel  Hey everyone wave

This Thursday, Feb 6th 10 am PT / 1 pm ET we're excited to invite Bryn Jones, Co-Founder and CEO of PartnerStack into #general for another exciting studio_microphoneAsk-Me-Anything!!

Today, Partnerstack powers channel programs of some of the fastest-growing companies like Asana, Intuit and Unbounce with the tools required to operationalize and support their channel program so they can focus on growing.

This is one to get involved in if you're working out how to build a great partner program for your company!

rotating_light Add a reminder to your calendar http://evt.to/uoegaehw
Kevin Raheja (Typeform)
What are you using for your channel partner (agency persona) tech stack? I'm currently using Partnerstack but we've seen some limitations. What are you all using, particularly for payments and commission tracking? Thanks!
Ashley at Clearbit
A Google Sheet grimacing

Moving to Allbound this quarter...will keep you in the loop on how well it works!
Tyrone Lingley
@Kevin Raheja (Typeform) I compared a lot of tools in 2018 before arriving at PartnerStack as they got SMB SaaS. As far as I know, PS is the only PRM that automates payouts and compliance. It hooks directly into Recurly and ensures we're only paying out on a performance basis, plus ensures Partners aren't paid a commission on churned accounts. It's turnkey for our finance team; they'd kill me if I sent them a spreadsheet to start calculating monthly payouts. Happy to get on a call and show you how we run things.
Darren Clarke
Magentrix have built us a very slick solution for an end to end registration, onboarding, training and real time dashboard for visibility, which is integrated into our salesforce instance
Antoine Moreau
Following this - we’re on PartnerStack too but quite underwhelmed. We had to build multiple Zaps to integrate tightly into Salesforce and alert into Slack. Commission payment are still painful (Salesforce pushes into our data store which is read in Looker dashboard, we export the data, email to our PS CSM, and they haven’t been able to help us improve that flow…!). Planning to staff our Ops team on automating all this at some point but curious to see what else is out there.
Sunir Shah
@Henry Prevette summoned
Blake Cantrell
Believe Henry is on a call but I can jump in! Our company, Impact, is a SaaS provider that offers robust tracking, reporting & payment at scale for all types of partnerships/channels. All of your channels can be tracked in an apples-to-apples dashboard, de-duped and commissioned with a ton of flexibility. I hope I did Henry justice here.
Sunir Shah
You slice, you dice, but do you julienne?
Blake Cantrell
So strong it can cut right through this penny but also filet the skin off a tomato. wink
Scott Varner
Anyone here use Channeltivity for PRM? Any feedback?
Tyrone Lingley
Happy Hump Day CSAers - witnessing the rise of the partnership function (particularly in SMB SaaS) and the important dialogue that happens in this channel, I made a goal to contribute more helpful content in 2020 and continue the conversation.

My first post this year is You Don't Have to Be a Lone Wolf: the 5Ps of SaaS Partnership Success. wolf

I've had hundreds of conversations with partner people over the last 3 years and at some time or another, everyone has felt silo-ed, misunderstood, or undervalued in their role. The goal of this post is to help partnership leaders avoid or alleviate this phenomenon that seems commonplace in SaaS.

Check it out here: point_right https://bit.ly/2upcrP0

If you enjoy it, send some social love i_love_you_hand_sign Have a great day everyone and see you in April! LinkedIn: https://www.linkedin.com/feed/update/urnliactivity:6630857545105977344/
Dave Weinberg
Does anyone on here have a close contact at LEGO - especially in LA?
Adam Metz
@Dave Weinberg Drew on their marketing team is a fellow Badger, DM me the context of the ask.
Ashley Hildreth
Hi Dave, I have a close friend at LEGO - if you want to shoot me a note with more info I'd be happy to see if I can help.
Adam Metz
We got the connect. Took a little elbow grease but we made it happen.
Noah Green
@here Reminder: Our next AMA is happening tomorrow at Feb 6th 10 am PT / 1 pm ET we're excited to welcome @Bryn Jones, Co-Founder and CEO of PartnerStack into #general for another exciting studio_microphoneAsk-Me-Anything!!

Add to your calendar here: http://evt.to/uoegaehw
Stacy L. Carlson
If I wanted to learn more about the “how” behind partnership marketing, where would be a good starting place?
Jake Wallace
Hi Stacy, Jake here. I sit on the board of the CSA. Can you add a little bit more context to your question? We might have done a Q & A in the past on this subject or if not, we could do one in the future. Thanks!
Stacy L. Carlson
Thanks Jake! I’m looking for something along the lines of “partnership management for dummies”. Teaches the basics. We’ve been doing partnerships for a while now, but would love to learn more about industry standards.
Jake Wallace
paging @Tyrone Lingley @Sunir Shah @Brandon Lytle @Mawghan at PieSync @Kevin Raheja (Typeform) @Lisa Thoman Lawson Could you share some tips? @Stacy L. Carlson, our blog is a good resource as well. http://www.cloudsoftwareassociation.com/blog/
Tyrone Lingley
Hey @Stacy L. Carlson glad to have you in the CSA! Are you coming to Saas Connect? Your question depends on a lot of things at your company: what are your channel strengths, type of product, ACV, customer segments,... my point being partner marketing can look different at each organization. I'd be happy to connect with you and discuss this. In the meantime, I just published a post that might get your creative juices flowing: https://www.linkedin.com/feed/update/urnliactivity:6630857545105977344/
Stacy L. Carlson
@Tyrone Lingley We are attending SaaS Connect. Thank you for the article. Some great points to start.
Brandon Lytle
Hi @Stacy L. Carlson I echo a lot of what @Tyrone Lingley mentioned and I'm also happy to connect if you would find value in it, I'll be out at SaaS Connect well. My quick and dirty suggestion, if partner marketing is a bit newer to your organization - start small and scale from there. Discover what works for both your partners and your prospects. You may need to do a bit of trial and error but over time a playbook will be developed.

Utilizing your general marketing material and slapping a partners brand isn't ideal - the content needs to be trailered to the partner.
Noah Green
@channel  Hey everyone wave

Reminder rotating_light

T-Minus 1 hour (10 am PT / 1 pm ET) We're kicking off with another exciting studio_microphoneAsk-Me-Anything here in #general with @Bryn Jones, Co-Founder & CEO of PartnerStack!

point_rightPartnerstack powers channel programs of some of the fastest-growing companies like Asana, Intuit and Unbounce with the tools required to operationalize and support their channel program so they can focus on growing.

This is one to get involved in if you're working out how to build a great partner program for your company!

Hope to see you all there!
Noah Green
@here wave We’re back with another exciting AMA in 10 minutes here in #general kicking off with Bryn Jones, Co-Founder & CEO of PartnerStack.

Thanks for joining us @Bryn Jones _(Thanks to @Jake Wallace for sorting!)_ 

Get your questions at the ready & write your questions here in #general

Also, some slack etiquette 🧹If you want to jump in and get involved post your questions here in #general and please ensure your keep your discussions around Bryn’s answers within Slack’s ‘reply’ feature to keep the convo threaded. 

See you in 10!
Noah Green
@here, It’s time! Let’s get started with our next Ask-Me-Anything! rocket

Today we have an exciting guest Bryn Jones, Co-Founder & CEO of PartnerStack, thanks for joining us @Bryn Jones it’s great to have you in the CSA community for this hour! 

PartnerStack powers channel programs of some of the fastest-growing companies like Asana, Intuit and Unbounce with the tools required to operationalize and support their channel program so they can focus on growing.

rotating_lightYou can now fire your questions away! Keep in mind if you have something to add to, please use the reply feature in Slack to ensure we keep these answers threaded! 

speech_balloon --> Over to you @Bryn Jones
Bryn Jones
Hey everyone! Happy to answer any questions that you might have channel, startups, or even swimming _(a former life)._
Chase Bowler
@Bryn Jones What was the early years of PartnerStack like? What did growth look like and what was the stretgy?
Bryn Jones
We started PartnerStack back in 2015 under the name 'GrowSumo'... which was actually a pivot from a collaboration platform called Yunite. We got the idea to operationalize and automate channel programs after building our own channel program at Yunite.

Honestly, just like any startup it was difficult to get off the ground. We were incredibly fortunate to get into Y Combinator which opened up a lot of doors for us and allowed us to experiment with our model and product. Y Combinator does not fix your growth though! That's always a challenge.
Sunir Shah
Why is channel so hard for SaaS?
richard bernstein
LOL, great loaded question to start
Sunir Shah
I bring it.
Chad Arango
@Sunir Shah To start, I would say hiring… looking for the right combination of technical/product skills with that of Sales and Marketing as been a challenge. If anyone has a hiring framework for channel sales for your SaaS org, would love to see it!
Bryn Jones
My opinion is that channel is hard for SaaS for two core reasons

1. It's important that you not only have executive buy-in but you actually need buy-in from the board. Boards are used to opening growth channels that are plug and play e.g., ad-words, social, etc. but channel is a long term strategy and you need an executive team and board willing to take a long term strategy and position. 2. Software companies move really fast and some times that speed hurts them... I think all of us have seen a sales team that scales too quickly without the right strategy, resources, and general infrastructure to support the channel. This bleeds over to channel; pressure from execs or managers forces speed without strategy which makes everything harder.
Bryn Jones
I should add, that over the last 4 years we've seen leadership really change their understanding about Channel and Channel strategy for the better. I think there is a long way to go but I'm happy we're _finally_ taking the steps to think about sustainable growth.
Daniel Stevenson (Traction Consulting)
What are the top 3 issues you solve for SaaS ISVs and their partners?
Bryn Jones
I know you asked for 3 but I've got 4.

1. We operationalize channel partnerships creating a single source of truth for ISVs as they build out their long term partner strategy 2. Clean/User friendly UI/UX: The partner experience is critical for your business and should be treated every bit as valuable as the experience you provide to your customers. An easy to use and intuitive experience will lead to a higher rate of partner adoption, decreasing partner support requests, and increasing engagement. 3. Support multiple partner types (referral, marketing, associations, advocate, technology/integration partners): PartnerStack allows for a highly personalized partner experience, with assets, attribution methods, and messaging custom to their partner-type, or the specific partner  4. Automated payouts and compliance: PartnerStack fully automates payouts and compliance to all partners enabling you to scale the channel while decreasing administrative burden
Daniel Stevenson (Traction Consulting)
great. thanks for those and for participating in this AMA session.
Bryn Jones
Thanks for you question!
Chad Arango
@Bryn Jones Thanks so much for taking our questions and for a great product… helped us get a Channel Program off the ground fairly quickly, but had some troubles on implementation… Will there be plans to build a native integration into SFDC? We are PS customers and the hardest/most frustrating part of the roll out was using the duct tape of the SaaS world, Zapier, to configure the integration.
Bryn Jones
Hey Chad. Good question. This is the single highest priority for PartnerStack in early 2020. We know there's a lack of native in the space and we believe that's going to change.

As we've matured as a business our customers integration requirements have increased and we're doing everything we can to build a strong integration layer that not only allows for a strong native SFDC integration but also supports other integrations e.g., hubspot, zendesk, marketo, etc. and gives you the flexibility without having to rely on things like Zapier.

Feel free to reach out to me directly if you have any specific questions around this.
Chase Bowler
@Bryn Jones What else is in the 2020 roadmap?
Bryn Jones
Lots and lots simple_smile

In all seriousness we're heavily investing in our capacity to support integrations. We're so committed to this we brought on a PM last year to exclusively work to improve our integrations and that team has been working really hard... you'll see some of these results soon enough!
Chase Bowler
haha thanks!
Tyrone Lingley
What does role of the person who buys PartnerStack at their SaaS company look like in 3 years?
Bryn Jones
Interesting question, Ty. It's interesting because we've seen the role of the person who buys PartnerStack already change so much since 2015.

First, Channel or Partnerships finally has a voice at the table, and as a new voice everyone here has the unique opportunity to define what that looks like.

It's my belief, that in 3 years Partnerships won't exist without partner operations. Partner Ops will hold the same clout as Sales Operations. The rise of Salesforce turned sales from an art into a science and I believe the same will happen to partnerships over the next 3 years.
Kai Hatchman
One from @Kevin Raheja (Typeform)

" What are you using for your channel partner (agency persona) tech stack? I'm currently using PartnerStack but we've seen some limitations. What are you all using, particularly for payments and commission tracking? Thanks " thought_balloon
Bryn Jones
One of our core focuses and differentiators is enabling commission calculations and payouts to partners, which is an extremely complex problem even for mature channel organizations, but it's one we intend to fully solve.

I'll give you an example of one of the unique challenges that we're working to resolve: as companies expand their channels globally they need to take payment in multiple currencies, and the reconciliation of and commission conversions need to be accounted for. This is a challenge we've seen some of the major payments providers struggle with and we're working closely with their teams to come up with long term solutions for a very complex problem.
Thomas (SaneBox)
What strategies do you see ISV's in your platform implementing that are getting them success in the channel space. Success in terms of MSPs actively reselling their product.
Bryn Jones
The ISVs that are most successful on PartnerStack view Channel and Partnerships like a funnel. First, the ISVs build partner personas to fully understand who their ideal Partner or MSP is and then they cast a wide net to recruit those personas. As those MSPs join their program and perform they graduate through different tiers where they get access to better rewards, more collateral, hands on training and enablement, etc.
Bryn Jones
One of the most important pieces of the funnel that is created is to ensure partner activation - on PartnerStack companies use what we call 'challenges' to incentivize partners and either get them activated or to reengage them.
Chad Arango
What advice do you have on the automation of on boarding Partners through PS? To elaborate further… we are aggressively hiring for our first full-time Channel Manager, but have current demand and interest we want to capitalize on… with limited headcount to support in the interim, are there any best practices, cadences, etc. you’d recommend through PS?
Tyrone Lingley
@Chad Arango I have experience here. We use PS in our segmented approach to our Partner Program (it's a major reason for it's success). A drift bot helps Partners identify their segment and drops them into the appropriate funnel within PS. You can experience each segmented flow here: https://unbounce.com/partner-program/ Happy to discuss further.
Bryn Jones
One of the most used features on PartnerStack is automated email campaigns. Automated email campaigns let you create a funnel ensure that you're engaging with your partners as they hit different milestones in your program e.g., first sale, first lead, or some level of disengaged e.g., not active for 7, 14, 21 days etc. For example, we have a customer that is managing 10,000 partners with roughly a team of two people. One of the reasons they've been so successful is because they created a really strong email sequence that kept their partners engaged even when they couldn't manage the 1-1 relationships.
Jenna Earnshaw
^^ Also using training can help you identify which partners are serious and get them familiar with the product offering quicker
Jake Wallace
Hey @Bryn Jones, thanks so much for doing this! What would you suggest a Partner Manager Tech stack look like?
Bryn Jones
I'm a little biased.... obviously PartnerStack but another key component to a successful Partner Manager Tech stack in ensuring the company has a CRM that is implemented and used correctly and can be integrate with a PRM.

On top of a PRM there are other technologies like PartnerTap or Crossbeam that are starting to emerge, which to me is exciting because this is only the beginning.
Noah Green
@here That’s a wrap! clapper

Thanks for joining us @Bryn Jones it's been a pleasure! If you want to continue your conversation with Bryn you can head over to LinkedIn and connect with him computer https://www.linkedin.com/in/bryn-jones/

Thanks for joining in everyone! I’ll get all of these Questions & Answers summarized for future reference shortly!
Bryn Jones
Thanks so much for connecting with me today!

Big shout out to @Noah Green and @Jake Wallace for organizing this AMA, and thank you for the great questions.

Lastly, I want to say grass roots communities like the Cloud Software Association have played crucial roles in the development of business units that are held up inside organization like Sales Ops, Marketing Automation, and Customer Experience.... I'm thrilled and excited to see Partner Operations play a more essential role inside of SaaS and beyond. If anyone has any questions about my answers, Channel, startups, or even swimming (seriously) feel free to reach out to me directly.
Sunir Shah
@Bryn Jones thank you so much!
Jake Wallace
Thanks so much @Bryn Jones!
Noah Green
@channel  Hey everyone wave

This Thursday, Feb 6th 10 am PT / 1 pm ET we're excited to invite Don Baron, Strategic Alliances @ Slack into #general for another studio_microphoneAsk-Me-Anything!!

Don joined Slack's headquarters in San Francisco, California in 2018, to manage key Best of Breed technology partners and bring those partnerships to market. Don has a deep experience in managing complex partnerships that maximize joint customer value.

Ask Don, anything about Slack and his thoughts on how to manage key technology partners and bring those partnerships to market.

rotating_light Add a reminder to your calendar: https://www.addevent.com/event/Zo4637855
Joseph Fung
Hi folks - been sitting on this one for a little while, but we just launched a B2B Tech Sales career accelerator - here's my LinkedIn post: https://www.linkedin.com/feed/update/urnliactivity:6632641277785624576/ a) if you're willing to like/comment that would be a HUGE help in the launch b) if you need to hire well-trained AE's, or want a well trained SDR intern, hit me up! Both are no-fee options!

Happy to get the CSA members to the front of the queue!
Nikhil Pujari
where is all the noise happening?! sunglasses
Noah Green
Stay tuned for our AMA with Don Baron, Strategic Alliances at Slack! One to get involved in!

https://www.addevent.com/event/Zo4637855
Sunir Shah
Hey everyone, I finally can announce my huge news and call in a favour. :)

Some of you know I’ve been working on AppBind.com, to solve a big pain we all have:

When partners want to sell our software to their customers, it always requires difficult changes to our subscription billing systems. AppBind is letting you skip these changes so you can go to market faster, cheaper, with less risk.

I can finally announce we’ve been going through the 500 startups Batch 26 (demo day is March 19) as of today’s TechCrunch announcement. simple_smile

Please do me a favour by liking/sharing our announcement on LinkedIn:

https://www.linkedin.com/posts/sunirshah_meet-500-startups-26th-batch-of-startups-activity-6633096496566857728-Zg4x
Greg Sweeney
Hello everyone, I am looking for examples of solution bundles, like the ones from SAP and BlackLine. Solution bundles are when a software company sells another software company’s software, but it is not true OEM and it is not pure resell. Below is the one I have found so far, any others you know of?

Thanks for your help, Greg Sweeney

1. SAP is adding BlackLine solutions to its pricelist, enabling SAP account executives to sell them worldwide with the same processes, contracts, incentives and conditions as the rest of the SAP portfolio. SAP also will provide customer support. https://www.blackline.com/about/press-releases/2018/blackline-announces-reseller-agreement-with-sap

2. SAP resells BlackLine market-leading products as SAP Solution Extensions under the following names: 1.      SAP Account Substantiation and Automation by BlackLine 2.      SAP Account Substantiation and Automation by BlackLine, premier edition 3.      SAP Intercompany Financial Hub by BlackLine https://www.blackline.com/about/press-releases/2020/blackline-announces-three-sap-certified-integrations-with-sap-s-4hana-1909
Sunir Shah
This is typically called bundling
Sunir Shah
as you mentioned
Sunir Shah
Are you looking for enterprise cases only?
Greg Sweeney
Thanks Sunir for your reply. Yes, enterprise software examples. The origin of my question is a partner that is current resell and needs to move to an OEM-type model. They are not ready for true OEM (still building IP such as connectors) and we are not ready for true OEM (need to commission both the partner org and the direct sales force). The BlackLine example seems like the best of both worlds. Is it an outlier or leading edge?
Rachel Fisch
I'd say it is neither an outlier or leading edge as I've seen this in the Sage world. Will take me a bit to pull together some examples but I can see what I can do tomorrow.
Greg Sweeney
Thanks Rachel!
Noah Green
@here  Hey everyone,

rotating_light Quick Reminder: This Thursday at 10 am PT / 1 pm ET we're excited to invite Don Baron, Strategic Alliances @ Slack into #general for another studio_microphoneAsk-Me-Anything!!

Ask Don, anything about Slack and his thoughts on how to manage key technology partners and bring those partnerships to market.

point_rightAdd a reminder to your calendar: https://www.addevent.com/event/Zo4637855
Sunir Shah
I’m so excited. Don is the greatest.
Noah Green
Same I'm really looking forward to this one !
Bob Moore
Don rocks!
Don Baron (Slack Partnerships)
Awe shucks.
Noah Green
@channel Hey everyone wave

Our next Ask-Me-Anything resumes today in 1 hour at 10 am PT / 1 pm ET here in #general with Don Baron, Strategic Alliances at Slack! studio_microphone

@Don Baron (Slack Partnerships) joined Slack's headquarters in San Francisco, California in 2018, to manage key best of breed technology partners and bring those partnerships to market! 

Get ready to ask Don Baron, anything about his thoughts on how to manage key technology partners and bring those partnerships to market.

Hope to see you all there!
Travis Bradley
I am on calls during the that time but I will Queue on up

Thanks for joining, can you talk about the value exchange for your solutions partners, what is the biggest value you drive your partners and why do they bring you deals?
Noah Green
@channel waveWe’re back with another exciting AMA in 10 minutes here in #general -> Kicking off with Don Baron, Strategic Alliances, Slack. 

Thanks for joining us @Don Baron (Slack Partnerships)!

Get your questions at the ready! 

rotating_light Also, some slack etiquette 🧹If you want to jump in and get involved post your questions here in #general and please ensure you keep your discussions around Don’s answers within Slack’s ‘reply’ feature to keep the conversations threaded. 

See you in 10!
Don Baron (Slack Partnerships)
wave Everyone -- can't wait to answer your questions here in real time! Please Ask Me Anything (within reason of course!) .

heavy_plus_sign Also, please note that I am not representing Slack slack in any way during thisama, so if you have any Slack specific questions, please feel free to send me a note on LinkedIn https://www.linkedin.com/in/donjbaron/ . That being said, as a Slack employee I expect you all to bring a strong emoji game muscle
Sunir Shah
Aw. I was going to ask you some tech support questions about my Slack account.
Noah Green
It's a pleasure to have you in the CSA community for this hour!

rotating_light @here You can now fire your questions away! 

Keep in mind, if you have something to add, please use the ‘reply’ feature in Slack to ensure we keep these answers and discussions threaded! 

point_rightOver to you @Don Baron (Slack Partnerships)
Clinton Gatewood
at least give him something hard SUnir
Sunir Shah
oh, I will
Jake Wallace
Don! Welcome and thank you for your time!
Don Baron (Slack Partnerships)
Great to be here all!
Jake Wallace
Give us some insight on how you got started in partnerships?
Don Baron (Slack Partnerships)
Hey Jake! I think my path has been a bit different than most. I started my career as an engineer then a Product Manager before I moved into Sales Engineering and then proper BD. So I slowly moved to the dark side. Even as an engineer, I worked closely with partners , so I was exposed throughout my career to working with partners to drive value. Having the technical background really allows me to be empathetic to how things get built. Having been a PM allows me to think of the customer first. Working as an SE taught me how to sell value. All of these things help.
Jake Wallace
Wow, you’re right. With myself, I went to sales route and then Partnerships on the product team. Having sat on the product team and now the marketing team. I get what you’re saying. That’s awesome!

What do you prefer? ISV partnerships or more channel sales partnerships?
Don Baron (Slack Partnerships)
Oh thats a tough one scales . I think I go back and forth. Right now im loving connecting sales reps in the field nad working on deals.
Chad Arango
@Don Baron (Slack Partnerships) Thanks so much for taking the time! I run Partnerships at Aircall, where we have a great integration with you… that said, to come flying out of the gate, would it be possible to get in contact with and ISV Manager? Happy to share install metrics offline of course!
Chad Arango
Thanks so much @Don Baron (Slack Partnerships) Will do. Also, saw the VOIP API update and think there’s a very interesting use case.
Reid Robinson
Slack certainly has a strong reputation in the partnership space. What do you think made it such a strong player?
Don Baron (Slack Partnerships)
Hello old friend! I trust the zapier is treating you well. I can only give generic answers here, but I think the supernova of product market fit that Slack experienced gave us a great opportunity to provide the right platform our customers were looking for and our massive growth gave our partners good incentive to build on slack.
Alex Sirota
Can you describe the product market fit as Slack sees it? It would help me tell our customers why Slack is such an incredible innovation in collaboration.
Sunir Shah
@Don Baron (Slack Partnerships) The bigger the partnerships, the bigger the risk. Sometimes the relationship can boil over between our higher ups. What lessons or experiences can you share on how to mediate these tensions?
Don Baron (Slack Partnerships)
Wait you have higher ups Sunir? I thought you were the master of your domain laughing

One of my biggest challenges in managing large partnerships is the seemingly infinite reach across the company that a partnership takes. Its almost impossible to follow all activity ,and invariably there will be challenges , tensions, conflict -- sometimes small , sometimes large. I think its critical to :

1. have exec buy-in on both sides around the overall goals of the partnership. agree on a north star 2. provide transparency to execs around how things are going. i like to post weekly partner updates in slack, but provide execs a monthly/quarterly view into partner statuses 3. grow and build those exec relationships. Dinners, drinks, golf, broadway shows, canoe rides, hot air balloons. whatever you can do to build executive rapport will be worth it. risks are always there, our job is to listen to concerns, but create the foundation to mitigate
Reid Robinson
I want to hear more about these canoe rides, hot air balloons
Sunir Shah
Partnerships is professional dating.
Jake Wallace
Do you have a preferred tech stack as a partner  executive?
Don Baron (Slack Partnerships)
whoa you took your emoji game too far! What is that exactly?
Jake Wallace
rolling_on_the_floor_laughing do you have a PRM or use a tool like Crossbeam or any other tools to do your job better?
Don Baron (Slack Partnerships)
oh got it ! cant comment on specific vendors , but i do love what @Bob Moore and his team at Crossbeam are doing. It would be amazing if the industry standardized on some sort of data exchange brokerage to make our lives easier. Hopefully we'll get there.
Dina Moskowitz
HI Don thx for taking time to meet us all.
Chad Arango
@Don Baron (Slack Partnerships) Can you explain the dynamic between product, marketing and alliances at Slack?
Cassidy Judd
@Don Baron (Slack Partnerships) Agreed with all the others, thanks for taking the time! Would love to hear your first steps for building out partnerships at Slack (taking what you learned at Hootsuite, Magento, etc.).
Don Baron (Slack Partnerships)
wave Cassidy. I got dropped into some strategic partnerships at Slack. Some were well defined, others werent. I think my biggest lessons from prior roles was to drive executive alignment as much as possible. Work internally to coalesce around a strategy, share it with your BD counterpart at your partner. have them socialize internally, provide feedback and align. Then build those relationships at the exec level to really solidify the strategy. Executive alignment can move big rocks. CEO alignment can move mountains.
Cassidy Judd
Love that! Thanks for the insight!
Kai Hatchman
@Don Baron (Slack Partnerships) This one is from @Jenna Earnshaw "What type of partner programs is Slack finding drives the most revenue?"
Don Baron (Slack Partnerships)
hey all ! at the risk of violating the spirit of the AMA , i wont be able to answer any slack specific questions. Sorry about that!
Dina Moskowitz
@Don Baron (Slack Partnerships) I have a question for you. So the traditional IT channel's overall experience is that only 5%-15% are really "active" ..without revealing your actual stats, I'd be curious to know if you're seeing higher activation amongst your partners and how you're keeping partners active?
Sunir Shah
@Dina Moskowitz Interesting stat. Are you including the licensed software channel as well? Or just subscription?
Don Baron (Slack Partnerships)
Hi @Dina Moskowitz I don't really work in the channel so it's hard for me to answer that one .
sudhir
@Sunir Shah @Dina Moskowitz I think this is a stat which seems to in most of the channels , this happens not only because partners are not active it’s also because vendors don’t have enough bandwidth or teams to handle large partners
Sunir Shah
My experience, hopefully not to the offense to the many agencies floating around here, is that agencies don’t know how to sell vendor technology at all--and therefore they rely on the software vendor to tell them exactly how to be successful.

Agencies after all sell their own time and expertise, not the technology.

Looking at Hubspot, they have been masterful at creating the very concept of “inbound marketing agency.” Moz also was very instrumental in creating the practice of SEO agency.

Most software companies though are not agency-oriented, so there’s a gap.
Dina Moskowitz
HI @Sunir Shah & @Don Baron (Slack Partnerships) @sudhir

Totally agree with Sunir - and there are many other factors as to why those activation rates are low...often starting with the partner not really being the right fit (but "a nice guy") in the first place all the way to the partners having limited # of clients to be able to sell to...which is why partner discovery and segmentation (my world these days) is super important to channel partner growth/success.

@Don Baron (Slack Partnerships) where do you see channel playing a role for Slack in the future?
Don Baron (Slack Partnerships)
Hi @Dina Moskowitz! Sorry , can't share any Slack specifics here zipper_mouth_face
Alex Sirota
@Dina Moskowitz we recently partnered with Integromat and I see discovery of new SaaS apps being integral to the use of a product like that. If you've never seen it their partner program is just starting and I think it will be the nexus of how customers find out about other tools that they don't know about -- follow the API trail.
Chad Arango
@Don Baron (Slack Partnerships) What recommendations can you give smaller players who are starting their partnership strategy in 2020? What are common pitfalls of partnership strategies that you observe new players falling into?
Don Baron (Slack Partnerships)
Great question @Chad Arango -- and one I can/may answer!

Here's what comes to mind: • Find a gap that the platforms aren't doing well and build to that. Where can they use help in delivering customer value? Be specific around customer type (SMB vs ENT) , geography , use case • Find a partner that has high affinity to your GTM model. Are you an enterprise play? Find enterprise partners. Are you self service? Look for platforms that have good distribution.

Most importantly: Demonstrate value. People come to me all the time and say 'hey Don, I just started this company and its awesome and we want to partner with slack.' Putting aside that I work on strategics so i cant really help anyway, this isn't the right approach . The right approach is: "Hey Don, I wanted to let you know that we're working with customer X and in solving problem Y and they've seen results Z." Can you put me in touch with someone at Slack to help us scale this out to drive even more customer success?

That would get my attention.
Chad Arango
That read like the first time a heard the Beatles. Makes perfect sense. We are seeing the greatest traction with our Platform Partners where the conversation is exactly that. Looking at NPS score, customer feedback on specific UX enhancements that our platform brings to their stack, and over all how we are creating unique experiences when our platforms connect. Thanks for the validation and the thoughtful response.
Anthony Cresci
@Don Baron (Slack Partnerships) adding to Chad's question. When partnering with a bigger organization and building integrations into their platforms through APIs, leveraging Marketplaces - typically it can be low touch. Any thoughts/strategies for developing joint GTM activities or getting better engagement with their salesforce and organization. Also, had some Slack specific questions, for which I'll reach out via LinkedIn
Don Baron (Slack Partnerships)
Hi @Anthony Cresci, as I answered in @Chad Arango’s thread, it's all about value. If you're actually building something meaningful, if you've changed a joint customer's life (for the better) , have them advocate on your behalf to the partner. I think it's actually easier to do this when dealing with enterprise partners because getting pockets of salespeople / CSMs excited about your solution will go a long way.

By the way I think CSMs are often forgotten in this. The goal isnt to get in front of sales people -- its to drive customer value which translates to ARR. CSMs are married to ARR and if you could help your partners' CSM drive renewals or upsells, your partner will notice more broadly.
Anthony Cresci
Thank you @Don Baron (Slack Partnerships)
Don Baron (Slack Partnerships)
cricket cricket cricket
Sunir Shah
You’re answering with so much depth it’s taking time to read. :)
Sunir Shah
I love it. It’s amazing.
Don Baron (Slack Partnerships)
Ha. Thanks @Sunir Shah , I was mainly just teasing you, so thank you for biting wink
Sunir Shah
If you provoke me, I have dozens of really hard questions.
Sunir Shah
NoCal or SoCal?
Don Baron (Slack Partnerships)
first of all, its NorCal
Don Baron (Slack Partnerships)
second of all -- I'm going Norcal all the way, though i did love living in LA for a couple years.
Sunir Shah
Lakers vs. Clippers
Sunir Shah
(The correct answer is Raptors.)
Sunir Shah
@Don Baron (Slack Partnerships) let me rephrase Chad’s question above. How would you recommend companies structure the relationships between product, marketing and alliances?
Sunir Shah
@Chad Arango ^^
Don Baron (Slack Partnerships)
Thanks Sunir! Man, this is a tricky one. I've seen partner teams report up to product, sales, corpdev, legal, you name it. Have yet to see a partner org report into HR, but who knows -- that may be the next thing!

I think this has a lot to do with the kind of partner org you are. At the risk of sounding tautological: • Product partnership heavy teams need to work closely with product so close alignment there is important. you could have BD reporting elsewhere, but you need those close exec ties. • Channel sales teams, in my opinion , work best when reporting into Sales. I think the incentives need to be so closely aligned that it makes sense to have these two in the same org. As for marketing -- I think its important that BD sets the tone for the partnership strategy and work with marketing to deliver tactics that support the overarching business goals.
Sunir Shah
Thank you. It’s only tautological because you’re experienced. Many people are in their first partnership roles and don’t know what a partner organization looks like. It’s good to have an example they can point to.
Don Baron (Slack Partnerships)
I just wanted to use "tautological" during this AMA. white_check_mark
Reid Robinson
Well if no one else has other questions, Slack is known for their awesome coffee at the office. What's your go to?
Don Baron (Slack Partnerships)
We are very lucky with the coffee situation at Slack. If you ever visit when affigatos are available , and you're open to a highly caloric desert, we do salt&straw affigatos. Salt&straw is some fancy ice cream place , but seriously... it's a bit insane.
Reid Robinson
I didn't realize you get salt&straw! drooling_face
Don Baron (Slack Partnerships)
Next time you come by we'll plan for it !
Sunir Shah
@Don Baron (Slack Partnerships) What is it about strategic partnerships that draws you in? You’ve managed the larger app ecosystems at Magento and Hootsuite by contrast.
Don Baron (Slack Partnerships)
Great question ! I do prefer larger alliances because working with each partner is like reading a dense novel. There is a lot of depth to each relationship, lots of layers, lots of pitfalls, occasional drama.

Ultimately I like building deep relationships personally and I think that translates to the types of partnerships I like to manage.

This AMA is a cross between therapy and a job inteview. Thanks @Sunir Shah!
Sunir Shah
I appreciate your candor! A lot of people don’t even know what their career can look like in partnerships. You’ve had a great career. I think it’s important to show people what’s possible.
Don Baron (Slack Partnerships)
Partnerships can take so many forms:

• Product partnerships: build things together with partners to create mutual value • Channel partnerships: sell your stuff through other partners . • Marketplace : Develop an ecosystem of integrations that serve a broad need and create a competitive moat for your business There are others Im sure
Sunir Shah
@Don Baron (Slack Partnerships) How good is SaaS Connect? And how many tickets should people buy?
Don Baron (Slack Partnerships)
OMG it's so good. Imagine the Rolling Stones opening for a re-incarnated Jimi Hendrix and multiply by 1000. I would recommend each person buy 10-20 tickets each. And some for their parents too.
Don Baron (Slack Partnerships)
No seriously -- I find the community I've built at SaaS connect is incredibly valuable. BD is tough -- we're on a bit of an island. Finding a community of like minded individuals is super powerful , so the conversations + community alone are worth it. The content is awesome as well.
Sunir Shah
That’s going on the website. simple_smile thank you
Don Baron (Slack Partnerships)
I'm here for you pal.
Don Baron (Slack Partnerships)
Well all I have to leave leave now wave to jump on a call, but it was a real pleasure chatting with you all and looking forward to seeing you at SaaS Connect in April in SF !
Sunir Shah
Thank you so much @Don Baron (Slack Partnerships)! This was fantastic. simple_smile
Noah Green
Thank you @Don Baron (Slack Partnerships)! raised_hands
Chad Arango
Thanks @Don Baron (Slack Partnerships), compelling and rich.
Jenna Ochoa
Just able to read this AMA now - thank you @Don Baron (Slack Partnerships), this was very helpful! raised_hands
Sunir Shah
@channel You know we heart partnerships. We have a special VALENTINE’s day promo code for SaaS Connect if you buy your ticket this weekend.

https://www.eventbrite.ca/e/saas-connect-2020-tickets-64263638272?discount=VALENTINE
Sunir Shah
If anyone here knows my extremely data-driven opinion of the effect of discount codes for events and SaaS, you can also guess what the probability is that my wife and I are into the red wine for Valentine’s day already. wine_glass
Dmitrius Garcia
Thank you!
Stewart Townsend - Channel.Vision
Morning/Afternoon all, hope you had a great Presidents day for my US friends. Im after a typical UK favour can you spare two minutes of your time for a product-market fit survey, Are you an ISV who has a channel that you sell through? SaaS vendor that sells through a channel? No data will be shared this is for my research into the ISV space and partner content. #channel #isv http://bit.ly/CSASlack
Stacy L. Carlson
Hi everyone. One of my next projects is developing an in person training program for our customers (and potential customers. We plan to have them in different cities through out the US. Has anyone written about how they have started a project like this or would be willing to talk with me about your program?
Joseph Fung
Hi Stacy - just checking, is there a reason for in-person?
Joseph Fung
If you're considering remote training, happy to share how we're doing 6 hours+ of remote training daily
Stacy L. Carlson
@Joseph Fung That is a very good question. I would love to learn more about your remote training.
Sunir Shah
@Stewart Townsend - Channel.Vision Crossbeam’s survey results come out tomorrow. could have answers to your question. @Sean Blanda (Crossbeam) any previews you can give us?
Sean Blanda (Crossbeam)
We covered some, but not all of these questions. Some relevant charts:
Sean Blanda (Crossbeam)
Sean Blanda (Crossbeam)
Sean Blanda (Crossbeam)
we also asked if respondents considered partnerships “well integrated” with marketing and sales and charted the answers by company size:
Sean Blanda (Crossbeam)
Sean Blanda (Crossbeam)
I’ll stop there, but @Stewart Townsend - Channel.Vision the full report will be released tomorrow and you may be able to answer some of your q’s!
Sean Blanda (Crossbeam)
Sign up here to get it when it’s released: https://blog.getcrossbeam.com/2020-partner-ecosystem-report
Stewart Townsend - Channel.Vision
Thanks @Sean Blanda (Crossbeam) and @Sunir Shah for pointing me here as well. I want to also do some interviews with ISVs to get some actual data at source as well, the report looks awesome.
Sunir Shah
Thank you so much for doing the research @Sean Blanda (Crossbeam)!
Sunir Shah
@here Hey folks, I read a preview of Crossbeam report on the State of Saas partnerships. It’s excellent.

https://blog.getcrossbeam.com/2020-partner-ecosystem-report

It’s a must read. We all need to get a sense of where you are relative to your peers.

Hate reading? Listen in on the report launch webinar at 2:15pm ET Crossbeam will be hosting a webinar at 1:30pm ET today to talk through it.

https://getcrossbeam.zoom.us/webinar/register/WN_rSTrip-dRiaFgdQ_vmcAjw

Sunir’s hot take: restructuring SaaS Connect in response There are some good and some bad. Salaries are way up, but reliable success is still elusive.

And some surprising ugly around executive buy-in I see.

In fact, I’m restructuring the roundtables at SaaS Connect to address this. (Details will be forthcoming.)

Thanks! Thanks @Sean Blanda (Crossbeam) for putting it together. I loved it so much, I wrote all of this. beer
Matt Marum (SugarCRM)
I actually have a question about some of the results. Of the only 3-4% of partnership teams that report into Product, what % of those are tech/integration partnerships? (I'd assume nearly 100%?)
Sean Blanda (Crossbeam)
We have that data, but that sample size is likely to be very low so im not sure we should draw conclusions from that
Sean Blanda (Crossbeam)
but conventional wisdom would suggest you are correct
Sunir Shah
So, @Sean Blanda (Crossbeam) corrected me. The webinar is at 1:30pm but the report is released at 2:15pm.
Stewart Townsend - Channel.Vision
@Sunir Shah And some surprising ugly around executive buy-in I see. - Always ongoing challenge from what Ive seen and felt over the years.
Stewart Townsend - Channel.Vision
Part of my qualifying questions before taking on clients, does C level understand and buy in to this
Sunir Shah
The problem in the report is that most partnership people cannot prove ROI
Sunir Shah
We’re competing against direct marketing and inside sales for investment. Needs more than strategic vision to be sustainable.
Sunir Shah
That’s not news. What would be news is taking what the successful people have learnt and spreading the knowledge
Stewart Townsend - Channel.Vision
Agree hard to prove ROI until you gain traction, but also most C level don't understand the timeframe between building out a standard direct person to a full ramp and a channel person starting out with nothing and building to ramp - they do a like for like comparison without fully understanding indirect. Most of my time in SaaS land was internal education !!!
Sunir Shah
@here I’m pulling together cocktails March 10 in San Jose while many of us are in town for SaaStr. We split costs. Share the complete attendee list. Excellent ROI. Interested?
Sunir Shah
For the record, this is not connected to SaaStr and I will not mention them in the event promo. I happen to be in town for 500 startups.
Adam Metz
Wouldn't be surprised if GMC may want to help with this, DM me if you don't have Vasil's info.
Chris Generalis
Hey Sunir, Celigo would be interested
Sunir Shah
@Jason Shugars (Blueshift) you in?
Jason Shugars (Blueshift)
Blueshift would also be interested
Jason Shugars (Blueshift)
yep
Sunir Shah
ok, it’s $3k each. I can pull something off for $12-15 I think
Jason Shugars (Blueshift)
need to chat with my events person, but this is definitely in line with what we’re looking to do
Sunir Shah
hey @Jeff Sikand!
Sunir Shah
long time. welcome. simple_smile
Sunir Shah
welcome @Tiffanie Stanard (Stimulus)!
Cory Snyder
Welcome @Adam Jones with Thinkific!
Sunir Shah
Hey @Yuli Chen welcome! Glad to have you hear. Say hi in #intros
Matt Nicosia
Hey @Sunir Shah, thanks for shouting out our Partner Ecosystem report in your recent newsletter! I also wanted to give you a heads up that it wound up in my spam this time - I marked it as not spam, but FYI in case you're seeing low metrics on it.
Sunir Shah
Crap. Thanks
Maddy Martin
fwiw it came to my inbox
Sunir Shah
I had a ton of deliverability issues just sending speaker updates over the holidays.
Sunir Shah
What’s happening is that we have an open subscribe to the newsletter on cloudsoftwareassociation.com
Sunir Shah
So spammers are signing up random email addresses trying to either a) warm them up, b) flood compromised email accounts with bogus subscriptions to cover up nefarious account activity
Grace Williams
One of our old clients used to talk about mail bombing like this - there are some things you can do to your form to try and prevent it! https://250ok.com/blog/prevent-mail-bombing-to-protect-your-reputation/
Sunir Shah
Ah, these old chestnuts. It’s good to see literally nothing has improved in 15 years.
Sunir Shah
On AppBind.com, the form fills are done manually.
Maddy Martin
double opt in?
Maddy Martin
like "a link has been sent to you. click link to confirm your subscription" or something like that
Sunir Shah
Yes. That’s what I am doing next for the csa
Maddy Martin
also regular list scrubbing? hasn't open in >6mo = clean
Maddy Martin
cool simple_smile
Sunir Shah
Navigating Mailchimp trying to sort it
Alex Sirota
I cull our email list to people that have opened an email within the last 12 sends. If you have not done so I remove you from the send since you don't care anymore.
Sunir Shah
Fun times this Internet thing
Cory Snyder
Mine came into my inbox, so I moved it to spam..... jk
Sunir Shah
You’re doing a heck of a job Sir Cory, newly annointed VP Outreach
Lin Shearer
Hi all - what are the go to partner management platforms these days? Who would be on your short list?
Cory Snyder
Could I ask a question to help with the list? What functionality are you looking for specifically?

@Eddie Patzsch has a solid solution from what I have seen. I have not used it though.
Eddie Patzsch
Hi @Lin Shearer selecting a platform is going to be dependent on a few factors, as each of the PRMs range quite differently in terms of functionality, price and offering. Depending on the number of partners you have, or how quickly your partner program is scaling will also determine the best platform. I'm happy to point you in the right direction, shoot me a DM if you like!
Eddie Patzsch
thanks for the shout @Cory Snyder! Just got off the phone with a colleague of yours simple_smile
Lin Shearer
I don't have any additional detail at the moment. What are the top three platforms?
Matt Irving
@Lin Shearer - It varies on scale but https://www.gartner.com/reviews/market/partner-relationship-management-applications has a great breakdown. Each have their strengths from a PRM as a hub and then you can add on supporting tech depending on the breath of types of partners you serve and the depth you focus on an individual partner’s life cycle.
Lin Shearer
Thanks for the info, everyone.
Cory Snyder
Happy to help in anyway as well. I have used many of the PRM's over the last 12 years and helped build one attached to salesforce.
Noah Fireman
@Lin Shearer I recommend using G2 as a resource to find top PRM providers. Wouldn't be doing my job if I didn't help promote my company simple_smile
Yuli Chen
Check out xAmplify. CEO is a buddy of mind and can make an intro if you’d like.
Lisa Kinsella
@Lin Shearer Check out ZiftONE It's an ECM (enterprise channel management) PRM + TCMA + CMM all in one.
Lin Shearer
TCMA? CMM?
Jake Wallace
@channel Just a friendly reminder. We're all partnership folks. I'm sure you're all just as nosy as I am. It would help if everyone would fill out their Slack profile to at the very least state what company you're representing. Follow this link on how to update your profile: https://slack.com/help/articles/204092246-Edit-your-profile Thanks!
Sunir Shah
Hey folks, I have a selfish favour to ask you for once. Has your company invested in building an agency portal or a reseller portal? I’m looking for reference quotes on how much it cost you that I can use with investors.

e.g. “We spent 8 developer months building our agency portal.” or “It cost us combined $250k to build our reseller portal.” or “It took 12 months to build our agency dashboard.”
Travis Bradley
Just starting now and starting by interviewing others (Agencies and Tech and other company teams to see what works and what doesn’t. Would love to compare notes next week.
Alex Glenn
Airtable, 1 day, free 🥳
Dina Moskowitz
Hi Sunir- SaaSMAX sells a wordpress customizable portal for $5k up front that includes all best practices and templates. We’ve sold dozens of them. You host it and you can put your css and branding on it. If you have less than 300 partners it’s really all you need. I can show you samples but you can find them on our site.
Cam
I would also like to chat about this with you!
Sunir Shah
Is that just collateral or does it include the billing + account management?
Dina Moskowitz
Collateral/front end. Billing and acct mgmt you don’t need until it’s scaling enough to justify the cost. That’s based on our candid experience with lots of SaaS companies as you know.
Dina Moskowitz
You can use your CRM until you scale enough
Danny B
Let's talk. I believe Dina sent an email previously
Sunir Shah
Aye. We’re building AppBind so billing and account management has zero cost. No changes to your billing system required.
Bob Moore
Anyone here attending Zendesk Relate in Miami next week? I've got a few tickets available for a cool private event and would love include some folks from the CSA community. DM me for details!
Yuli Chen
Hi all. I’m Yuli and am from Adobe. Anyone going to Summit March 29-April 2?
Jake Wallace
Welcome to the community @Yuli Chen! Feel free to ask this same question in our #conferences channel.
Dustin Avol
Yes Yuli I will be there & would love to better understand your role
Cory Snyder
Traffic & Conversion Summit? If so yes, I will be there. ActiveCampaign is the main sponsor this year which is exciting. Would be great to connect!
Mike Stocker
I'll be there @Yuli Chen
Yuli Chen
What a small world!
Yuli Chen
Thanks @Sunir Shah for inviting me! Look forward to getting to know you all!
Jake Wallace
Well hello @Paddy McGill (PartnerPixel and Other SaaS Companies)!
Sunir Shah
Hey folks, I have an anonymous question. The classic “ecosystem squish”. Care to chime in?

“We’re building out a feature that is competitive to our integration partners. How do we manage our launch and our relationship with our partners?”
Sunir Shah
1. Give your partners a heads up before the launch (not much before) 2. Tell them you were forced into this by customer demand. Customers wanted a simple product, but weren’t committed to buying a premium product like theirs, and this was impacting sales (incomplete whole product solution).

3. Tell them your feature is a basic implementation. You’ll promote your partners as a premium alternative when customers want more.

4. In fact, this is a more natural upgrade path because you’ll have customers trying this new feature that wouldn’t have otherwise.

5. Pretend like this will work for a year or so until it doesn’t.

6. After all, customers will get confused if you market your own product and also a competing product. The customer is not interested in your partnership feels.
Sunir Shah
The only way to make this work is to really cement the basic vs. premium position. Your partner is stuck in the classic feature vs anchor trap. All software is commoditized. If you product isn’t critical, it’s vulnerable.

Don’t take it personally. It’s just the way it is.
Sunir Shah
As partnership people, remember to respect each person as people and treat each other well. These relationships are worth more to you than your particular current job.
Sunir Shah
What am I supposed to say now? (end thread) (smash that like button) (subscribe) (ring the bell)
Kasey Bayne (Pocketed)
Great question, and really good response, @Sunir Shah
Sunir Shah
lol. That was our lives at Olark, wasn’t it?
Sunir Shah
It’s just the way it is.
Kasey Bayne (Pocketed)
It happens sometimes! (or, many times!), but agreed, that's just life in tech.
Stewart Townsend - Channel.Vision
Yep been here simple_smile The model of building the funnel for them through basic offering leading to their premium is best way I found of delivering that SH(( sandwich (not sure if that is just English term)
Kevin Raheja (Typeform)
Full transparency is best way. This happened all the time at HubSpot, and the playbook was as soon as we found out from product we were launching something competitive, I would reach out to partners, schedule calls and communicate this. it was never a problem unless communication wasn't there and they found out via the launch.
Robin
Really depends on the feature/product, but if yours is really a more "basic" version and if it is possible to carve it out, still creating the intended value and white label: offer it your partners as a low entry addition to their portfolio. If they have customers "of their own" and not just from your ecosystem, but other vendors or own sales too, this might be a win-win. This will of course not work often, but if it does you can even get your partners on board to selling your feature.
Pravin Arokyaraj
My favourite topic simple_smile

Every company we partner with, is a /will be a competitor for Zoho. I believe the SaaS market is now mature and understands that you can partner and work with a company at the same time. There are a few exceptions though.

Be transparent & honest in the relationship with your partners. Informing them a few months in advance really helps. I'm sure you will have an NDA, so disclosing won't be a problem.

Get a buy-in internally with marketers and PM's to not do things like, providing app migration from your integration partners to your app, or writing a comparison guide in the first few months.

If you have a lead sharing/Joint-sales relationship with your partners, this will get affected once you have your own solution, so its better to set the expectations well in advance.

Bring down your expectations from your partner, as your partner contact and the company might be waiting for your response, as the changes are on your side. You can offer some co-marketing activities like letting them post on a blog on the integration on your side or some joint social media activities to bring back the confidence.

The only time where I have seen this hitting a real dead lock is when the CEO's want to stop the relationship when we have/released a similar product. Usually, we partnership folks are pretty flexible with this. I'm sure many folks from this channel would agree with me as we were unable to proceed with the partnership as some CEO's had put their foot down.

But finally, its your customers who decide on what products they want to use. Respect their decision and try providing a better experience for them, which means working together for the existing customers.

Will be happy to provide more insights if needed, please DM.
Adam Metz
Hey BD SaaS geniuses, was wondering if anyone has done any Lusha.Co API acrobatics, specifically with Salesforce, Pipedrive or Zapier. If you have DM me.
Adam Metz
I'm very good on the Lusha.Co side and the Pipedrive side, but I haven't done any on-the-fly data remediation with it in real-time yet.
Jenna Ochoa
Anyone care to share if they use a landing page solution? If so, what do you like about it?
Ashley at Clearbit
http://partnerships.clearbit.com/ is powered by Unbounce. I like that it is simple to make basic edits and I don't have to code
Ashley at Clearbit
Then the applications themselves are powered by Typeform
Ashley at Clearbit
We use Zapier to enrich the leads with Clearbit, run them through segment, and push them into salesforce
Ashley at Clearbit
(and push a slack alert, but I think we do that directly from typeform, not zapier)
Ed Sullivan
I am testing several currently.
Jenna Ochoa
@Ed Sullivan can you share which ones you're vetting? I'm looking at Instapage FWIW
Jenna Ochoa
Thank you @Ashley at Clearbit!
Dave Weinberg
I use Carrd.co for simple landing pages
Jordan Crawford
I am switching my entire site over to Webflow... fwiw.
Bjarne Viken
I use leadpages.net. Simple to use and cheap. Although for my latest site I switched to just using the Elementor theme with Wordpress which comes with a landing page builder.
Tori Barlow
Hi everyone - we're teaming up with Joel McKelvey, Director of Strategic Partner Marketing @ Looker, Wednesday, March 4 11a PST/2p EST to discuss his past experience on how to scale your partner program. Specifically, how to measure program success, track partner compliance, and new approaches for jump-starting partner sales. Here's the link point_right https://zoom.us/webinar/register/5815826631499/WN_mhS0fw9OSF6wGXHU4dvhAw
Sunir Shah
@here We’re confirmed to run a cocktail party in San Jose, March 10 5-8pm while many are in town for SaaStr. If you’re targeting saas partnership + marketing people, we’re still open for chip-ins. Let me know.
Jake Wallace
@Adam Ferris point_up_2
Dave Weinberg
I’m looking to partner with a delivery/logistics company (instacart/doordash type) for a new clothing brand launching soon. Needs to have boots o the ground for first launch pop up in Milwaukee, WI.
Jake Wallace
Have you spoken to these guys yet? https://ddiwork.com/
Dave Weinberg
Nope. Know them?
Jake Wallace
I have in the past. I think my contact has left though. She went to GrubHub simple_smile
Jake Wallace
They have a network of drivers for you to hire as 1099
Dave Weinberg
Very cool - they arent in Milwaukee yet though. We have a big launch planned for the DNC
Jake Wallace
Oh bummer...
Sunir Shah
@channel We’re buying drinks in San Jose, March 10 5-8pm while many here are in town for SaaStr annual.

I’m also in town for 500 startups that week as it turns out and I always bring an open bar wherever I go as you know.

RSVP here https://www.eventbrite.ca/e/saas-connect-cocktails-san-jose-march-10-tickets-97350125847
Jordan Crawford
Welcome @Lisa Kinsella
Sunir Shah
@channel As people are booking flights and hotels, I have been asked what our plans are for SaaS Connect (April 15-16, San Francisco) due to COVID-19, the coronavirus.

SaaS Connect is mostly a North American conference, with approximately 400 attendees. We’re monitoring the public health guidance closely.

Currently, public health officials in Canada, the United States and the WHO state the domestic risk is low. Travel continues into and around North America for now.

We’re reaching out to stakeholders (sponsors, speakers, attendees) to understand their plans as well. We will adjust accordingly to do the best thing for our members.

As partnership managers, SaaS Connect is not the only travel we have planned. We are all worried about whether or not we should travel. The one element the CSA can help answer is whether or not your counterparts will show up where you do.

Please answer this very short survey about your travel plans in the face of the public health situation. We will report back the results.

https://sbweb.formstack.com/forms/covid2020
Alex Glenn
This is great to hear you're pushing through - the showing will probably be massive as so many others are cancelling.

And that flow from email answer select to the form fill is slick BTW - Formstack is amazing simple_smile
Sunir Shah
We’ll make a decision based on stakeholder input this week.
Sunir Shah
Plus our assessment of the public health risk.
Cam
Looking for some guidance on the technical aspect of creating an affiliate program. Who should I get in touch with? I have been looking into LeadDyno & Partnerstack.
Jenna Earnshaw
are you doing just link based tracking?
Sebastian at Bench
Following this thread to see what the responses are.
Cory Snyder
Can you define what you mean by Technical?
Sebastian at Bench
If PRM implementation is what you're looking for, @Tyrone Lingley has nailed this.
Cam
So from my understanding, there are two sides to an affiliate program:

1. Getting people to join 2. Tracking, systemizing, etc I definitely am looking for guidance with both, but my initial questions were for #2.
Sebastian at Bench
I would add that a huge part of the equation is activating, engaging and enabling affiliates once they're in the program.
Andrew Edelman
@Emily Breuninger
Cam
@Jenna Earnshaw for now, yes. All in-house as well.
Stewart Townsend - Channel.Vision
Agree with @Sebastian at Bench its the same as with resellers once you have them enabled fully you need to keep them engaged. Challenge is not so much the technical tracking but auto drip feeding them materials, offers etc to keep them engaged and promoting your offering. Particularly if in a competitive space
Sunir Shah
LeadDyno / Tapfiliate are the best entry level affiliate programs.
Natalie Robinson (Verblio)
Verblio is currently onboarding with PartnerStack - great tracking, challenges/incentives feature, and really user friendly. Happy to connect you with someone there!
Cam
I appreciate the help and insight from everyone!
Sebastian at Bench
Hey folks. For those who run affiliate/referral programs and client refer-a-friend programs through the same PRM, which do you use? We're evaluating solutions alongside our customer marketing team and wanted to see what others are using.
Lisa Kinsella
hey @Sebastian at Bench ZiftONE supports referral partners and enables lead reg to the supplier, ie referred leads to you. Is that what you are wanting to do?
Sunir Shah
Hey everyone, I am building a response plan for the coronavirus for the CSA, SaaS Connect, and hopefully in general for all of us.

If your company / partner team has a particularly great response plan, please share (publicly or privately). I’ll collate best practices.
Sunir Shah
p.s. please get a flu shot while you can. The primary risk with this outbreak is hospitalization, which means anything you can do to keep the seasonal flu down and patients out of hospitals is good.
Bjarne Viken
This might be completely irrelevant but I saw Last Week Tonight with John Oliver last night. It covered 20 minutes on the Corona Virus with suggestions on how to deal with it in the end.
Sunir Shah
The good news is that it’s really straightforward to manage as an individual.
Bjarne Viken
That is was what I got from it. Wash your hands for 30 seconds.
Sunir Shah
Public health is mostly concerned with the capacity of hospitals.
Sunir Shah
The impact on us as professionals is that public health policy is to interrupt travel, conferences, close schools, blocks, offices, etc. so they can slow the rate of the outbreak, and the throughput of cases in hospital to levels they can handle. So just on the business level, we need an business plan to adjust.
Ashley at Clearbit
This is the Clearbit guide:

Coronavirus - Steps for Safety

We want to make sure we’re taking precautionary steps to prevent the spread of illness in the office (given the recent coronavirus outbreaks). We’ll continue to monitor the projected spread and follow CDC and San Francisco Public Health department guidance. As always, we ask that you use your best judgment and take care of yourself first. We'll keep this page updated with Clearbit's latest information and action steps.

General Guidance • If you are experiencing flu or cold symptoms (full list), please WFH and/or go to the doctor (of course, chat with your manager if you need to take time off to recover). • If you have been in an area that has been deemed affected, please WFH for at least 1 week (discuss exact logistics directly with your manager). • If you've been in a "Warning Level 3" area please consult your doctor ASAP and "self-quarantine" for 14 days per SF Public Health guidelines. • It isn't too late to get the flu shot (flu season is ongoing), experts are recommending it. Office Process Changes We’ll make some small tweaks around the office to help us minimize unnecessary contact. :) • We'll keep the outer bathroom door propped open so you can wash your hands and exit easily • We'll place all food utensils “face down” so everyone picks up the handles • We'll keep snack containers fresh (please use hand sanitizer, sprinkle items into your hands and use the clips to keep containers closed!) • We'll keep hand sanitizer and soap stocked - so please keep washing your hands! If you are curious to read more, here are some great resourcesSF Public Health Q&A (and their general website: www.sfdph.org) • CDC website • And then go wash your hands again!
Ashley at Clearbit
We also posted a giant poster of proper hand wishing technique in our bathroom common area.

For our partnerships team specifically, for any travel we have scheduled we are asking the partner if they're open to meeting over zoom instead. Most of our work does not require travel, but for the little bit we have partners have been receptive to doing zoom instead of onsites
Stewart Townsend - Channel.Vision
If you want to see how fast it has spread through Europe particularly Italy - look at the data collated here - https://www.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6
Stewart Townsend - Channel.Vision
Starting to see cases near me in northern england and events being cancelled, travel being locked down. No panic yet but underlying nervousness
Robin
Cool promotion by HeySummit and maybe of help for some people here: https://heysummit.com/blog/free-virtual-summit-corona-affected-events/#
Noah Green
Nice. Have you used HeySummit?
Robin
Not yet, but we are planning on trying it for some open source community events. So also interested in feedback/opinions if anyone else uses them.
Noah Green
@Kai Hatchman is planning on testing them in the upcoming week
Kai Hatchman
@Robin Great, once I have had a look and seen what it can do ill let you know what I think
Stewart Townsend - Channel.Vision
Definitely good timing for HeySummit and virtual events - nice to see Zoom shares increase 30%, should have had some of them.
Noah Green
You should check out this interesting read about an online summit Demio ran: https://learn.demio.com/how-to-get-1659-marketing-qualified-leads-with-your-first-virtual-summit/

Really cool.
Stewart Townsend - Channel.Vision
I need to dig out the details of the chap who run a workshop at my private group event in Thailand, he was awesome and has produced a book around virtual summits. A few of the people in that group also specialise in delivering these. What Ben is doing with launching product after product that flow together on Appsumo is awesome, re use code base and client base.
Sunir Shah
Hey everyone, quick update. We’re having a board meeting today to decide our response plan for SaaS Connect and the Cloud Software Association. Thank you everyone for your feedback.

p.s. Please get the flu shot as soon as possible if you haven’t. Our health care systems will not be able to handle the seasonal flu on top of the current situation.
Sunir Shah
@channel We have an excellent response plan to the coronavirus public health situation.

We’re rescheduling SaaS Connect to September. We need community feedback to pick between available dates.

Which rescheduled dates for SaaS Connect would be preferable to you?

1. September 17, 18 (Thursday, Friday). 2. September 28, 29 (Monday, Tuesday). 3. Neither
Sunir Shah
@channel Because I am a schmuck, Sept 28 is Yom Kippur. Does anyone have conflicts Oct 5-6 (Monday-Tuesday)
Jake Wallace
I’m good
Sunir Shah
How fast was that edit. lol
Jake Wallace
zap
Sunir Shah
I will admit we originally scheduled SaaS Connect over Passover
Sunir Shah
Clearly I need to up my calendar game
Sunir Shah
October 5-6 it is. I’m always like this. I ask the waiter, what’s better? Beef or chicken? Lamb it is.
Sunir Shah
We booked Oct 5-6
Sunir Shah
It’s as good as it will get
Sunir Shah
By the way, SaaStr is cancelled.
Stewart Townsend - Channel.Vision
Wow is it
Stewart Townsend - Channel.Vision
geez, thats a lot of UK travel peeps on flights to nowhere
Sunir Shah
It’s unclear when the air network will be shut down because there is no assay data and no protocol in the US. I would not let my own staff fly at this point.
Stewart Townsend - Channel.Vision
The guys that I know are still heading out and doing offsite in town. Taking the risk of getting stuck in city/country at the moment.
Sunir Shah
We cancelled our San Jose cocktail party next week as well. I am actually relieved that public health is finally getting in the game in the US.
Sunir Shah
I just looked at the timestamp of my post last night. Crikey, this week. And I am just in the events business. I can’t imagine what it’s been for those on the front line of health care response.
Ryan Lunka
I have a feeling there are going to be a lot of conferences in September/October this year.
Ryan Lunka
Southwest Airlines deserves a lot of love right now, because they don't force you to pay $200 to change or cancel flights.
Cristina Flaschen
Well I just called AlaskaAirlines to cancel my flight and the current wait time is 90 minutes
Cristina Flaschen
So just a heads up there
Manoj Ranaweera
I got a lot of Techcelerate Coffees in Manchester, Leeds and LIverpool planned. The take up has been very low, wonder whether I should think about cancelling. 11 cases in greater Manchester @Stewart Townsend - Channel.Vision
Stewart Townsend - Channel.Vision
First case in the ribble valley, near me @Manoj Ranaweera its accelerating.
George Kyriakis
Been talking to alot of peeps in the Toronto business community asking about current COVID19 policy. The variance in policy is interesting. From Google who no longer allows visitors into their offices and hasn't mandated but strongly encourages working from home, to LinkedIn who have stated they do not want employees taking public transit (ie wfh) to two others (not named) who have no policy and expect everyone to travel and commute to work, except in countries with travel advisory warnings.
George Kyriakis
Our policy is currently no travel to those countries; and any travel inside NA is at the employee and manager discretion. We've cancelled inhouse training for our Int'l new hires and is being set up as virtual.
George Kyriakis
New territory for all of us!
Manoj Ranaweera
We got a SaaS pricing workshop on Tuesday which I am going ahead with.
Sunir Shah
Happy Monday everyone. How is everyone’s temperament today?
Matt Irving
@Sunir Shah - dreary morning in Austin but doing well.
Danny B
I will take it. Not looking forward to the summer heat
Sunir Shah
At least it will be quiet this week.
Sunir Shah
Your coffee and breakfast burrito habits will continue uninterrupted by the hordes
Matt Irving
Ha!
Cory Snyder
Sunny AZ. No cloud in the sky, didn't have to change my clocks and a high of 75. It's a great day to be alive!
Stacy L. Carlson
Rainy here in Nebraska, but happy to see it.
Caylin White
Benefit to the time change! Seeing a beautiful sunrise
Stewart Townsend - Channel.Vision
Afternoon from cold UK, where there is no hand sanitiser or toilet roll left simple_smile The place has gone crazy.
Kai Hatchman
Thankfully my local Tesco still has toilet roll but ran out of hand sanitiser, I guess it's only a matter of time.
Jake Wallace
it's 72 in Philly today! raised_hands
Halsten Rust
Saskatchewan had a major snowstorm this weekend and it's now a balmy -15 Celsius/11 Fahrenheit. Normal Canadian lead up to Spring! At least we don't do Daylight Savings Time so no clock shenanigans.
Sunir Shah
Ok, I signed. SaaS Connect will be October 5-6 (Monday-Tuesday). Thank you everyone for your feedback. We’ll likely timeshift the event to start later to let people fly in that morning. I’m just confirming the venue can accommodate that
Kasey Bayne (Pocketed)
A tough decision, but the right one. Looking forward to the fall!
Cristina Flaschen
Looking forward to meeting everyone!
Terri Blattenbauer
I just tried to reschedule my hotel at Hotel Zetta and I was restricted to a 4 night minimum over the new dates. Maybe you just haven't gotten that far with the hotel yet!? Let me know if that will be addressed with them or I need to move locations. Thank you!
Sunir Shah
I always book at the Pickwick hotel
Sunir Shah
I should update the website.
Sunir Shah
I also think the hotels are freaking out
Terri Blattenbauer
Hotel Zetta is listed as one of the preferred hotels on your website.
Caylin White
I would love to see a list of companies that are booming due to this! Feeling fortunate to not have been affected by it in business.
Sean Saint
G2 actually has some pretty interesting data here to see companies like Zoom, Slack, etc. with more visits to their pages
Kelly Sarabyn (HubSpot)
Here's an interesting article on this (not limited to tech companies) https://www.vox.com/the-goods/2020/3/9/21168297/brands-coronavirus-benefiting-clorox-netflix
Caylin White
Figured as much. So interesting how fast things can change.
Harrison Forman
Hi all! We are putting together a template for legal & business agreements for companies that build an integration for our integration center. Does anyone have a good example here? We want to touch the product, product marketing, rev-share, etc components of these product partnerships in the legal agreements.
Ryan Lunka
I'm certainly not a lawyer, but I have a lot of experience in this kind of stuff. I'd love to connect with you and see if I can help. (I'm also curious what you're working on.)
Kelly Sarabyn (HubSpot)
Not sure if either of those are helpful as examples : )
Harrison Forman
This is so helpful
Harrison Forman
Thank you
Sunir Shah
We have a launch checklist for the marketing
Andrus Purde
You may want to rephrase the “Handshaking” bit wink
Jake Wallace
It's Wednesday - Happy Hump Day everyone! Let's start a thread.. Now that many of our conferences are either canceled or postponed, many of us are left figuring out, what's next? Who's the next partnership I'm going to persue? Who is out there? Many of these questions are all answered by getting out and meeting new people and seeing old faces. Sure there are many online or virtual conferences to some what fill the void. Let's all raise our hands here in the community. Answer in the thread below these questions: What company are you representing? What is your role? What Industry are you in? Who are your typical customers? What types of partnerships are you looking for? I'll start... Hopefully this thread will spark some new relationships and we'll see some success stories out of it!
Jake Wallace
• Jake Wallace • AWeber - Email Marketing & Automation Platform  • Marketing Tech  • SMBs, Content Creators & Digital Marketers  • I’m looking for integration partnerships in the MarTech space. Website builders, hosting companies, crm, form builders, ecommerce SaaS tools, surveys. Anything that helps manage and grow one's business or side project.
Stacy L. Carlson
• Stacy L. Carlson • Smile (TextExpander) • Partnership Manager • Typical Customers: Customer Support, Recruiters, HR, Coaches/Consultants, Freelancers • I am looking for partners for co-webinars focusing on use cases.
Ashley Hildreth
Ashley Hildreth • Head of Partnerships, Americas @ Trustpilot • Includes tech, agency, strategic alliances, & syndication partners • ICP: 1-50M+ GMV, ecomm retail is a big chunk, but due to the nature of our platform we are industry agnostic and our customer base is global. We have a wide range of packages available to support businesses from SMB to Enterprise, but for the moment we have less of a focus on SMB B&M businesses (ie. doctors, lawyers, builders, etc). Buyers are usually within the Marketing or Customer Service orgs. • The team is always looking to collaborate with new agencies (search, media & dev) or integrated tech partners. Within the business, Trustpilot touches on several channels and can make an impact on reputation management, paid search & social media marketing, SEO, conversion rate optimization, email marketing, customer support & retention.

Ping me if you would like to chat!
Clinton Gatewood
Hey Jake!
Clinton Gatewood
I am Clinton Gatewood, VP at SaaSMAX and PartnerOptimizer.   SaaSMAX works with SaaS providers to strengthen and grow their channel/reseller ecosystems with a combination of:   ·        AI driven, hyper-targeted channel/reseller partner discovery, matching, segmentation and insights ·        Micro-Consulting: World class channel program consulting, when completed, delivers a full channel program encompassing all phase of a channel program: the program build, recruitment, onboarding and enablement. Also includes our world class SaaSMAX Partner Portal . Very affordable for all budgets. ·        World class partner portal. ·        Leading Channel Professional University for training and certification of all your channel staff across all job categories: Leader, Manager, Marketing, Sales and more.   With cancellations and low turnout of events/tradeshows many of use are facing shortcomings in our yearly KPIs. SaaSMAX PartnerOptimizer is an affordable tool to replenish your prospect funnels with the right partner/reseller personas right now.   Friendly and ready. Let me know how we can be of service.   Clinton
Sunir Shah
@here ^^ Jake’s question is on point. Do you have a response plan to mitigate the impact of the virus on your business?

Or if you don’t have one, what are the major risks you need to deal with in the short term?

I’m working on a response plan for all of us collectively. Your problems are shared by many, I guarantee. We’re all in this together and the CSA can coordinate a more effective response.
Sunir Shah
I didn’t have a chance to vet this before the newsletter this morning. This is an evolving list of corporate (and public) policy responses to the coronavirus you can use for a comparison.

You should expect best practices to change rapidly as more data emerges.

https://docs.google.com/document/u/0/d/12tT0_5zGELxs7M-iCwf9enUJ0-Ibe0K8tkBSbbWhYFM
Clinton Gatewood
Clinton Gatewood
Hi all!

I hope everyone is doing great and staying healthy.

I would love to invite you to our next SaaSMAX Webinar or second installment of Tough Love from Resellers to Vendors. Out last one in December was a hit and extremely well attended and reviewed by our peers... all of you simple_smile Don't miss this event on Friday, March 27, at 10:00 am PT.
Chris Messina
Hi All, I'm new to this group. @Sunir Shah recommended I check with all of you for recommendations as I'm looking for a good, outsourced partner marketing person/agency. If you know of anyone you can send my way, I would certainly be appreciative. Thanks!
Sunir Shah
@Adriana Scalora @Justin Eddy ^^
Justin Eddy
wave hi Chris nice to connect!
Adam Metz
Didn't realize I wasn't supposed to go into my office on monday, ended up in WaPo
richard bernstein
lol. way to call out your HR dept
Joseph Fung
lol nice
Adam Metz
@richard bernstein Tell Jim I said hey, so cool that he's on the team now.
richard bernstein
:+1:
Sunir Shah
US - continental Europe travel suspended for 30 days as of Friday.
Sunir Shah
I would caution any travel right now. There is a significant risk domestic US air travel might be suspended soon if cases continue to rise 50% a day because it is something the federal government has authority to do quickly. (Note: Spring break is looming)
Sunir Shah
That’s my personal opinion; but it seems prudent to me to avoid business travel and stay close to home.
richard bernstein
NBA season postponed. NCAA tourney could be cancelled
Stewart Townsend - Channel.Vision
Spring break will be quiet this year simple_smile Im not going US next month now... was looking forward to working in the sunshine for a few weeks.
Stewart Townsend - Channel.Vision
This is a great post that shows how much the US is in a mess - https://medium.com/@tomaspueyo/coronavirus-act-today-or-people-will-die-f4d3d9cd99ca
Sunir Shah
That’s the silver lining on this crisis. This situation is manageable if we all accept what’s needed to be done.
Stewart Townsend - Channel.Vision
Yep agree, lock down and then back to normality.
Stewart Townsend - Channel.Vision
In the meantime business as usual remotely
Sunir Shah
For us. We’re professional class knowledge workers. Remember most of our fellow citizens are not so lucky.
Sunir Shah
And of course front line health care workers are in another world
Stewart Townsend - Channel.Vision
Yep agree, front line health are going to be the heroes of this. Hats off to them
Sunir Shah
Just bumping this request from last night.

@Chris Messina writes:

“Hi All, I’m new to this group. @Sunir Shah recommended I check with all of you for recommendations as I’m looking for a good, outsourced partner marketing person/agency. If you know of anyone you can send my way, I would certainly be appreciative. Thanks!”

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1583966688184500
Sunir Shah
Hey folks, Ontario just closed the public schools until April 5. I am going to be unavailable for the foreseeable future.
Ashley at Clearbit
Good luck w the kiddos!
Jake Wallace
Ha. Same with my school district sob
Sunir Shah
You have it worse in Philadelphia than we do. At least retail is open here. Last school day is today.
Jake Wallace
My wife is a teacher and she is being told to prepare for "distance learning" starting on Monday. It will be at least two weeks if not longer.
Cory Snyder
We are expecting to hear something in AZ but nothing yet. My kid still have another week of spring break though.
Sunir Shah
Hey @Tomas Wiesner - Integromat welcome! Glad to see you join
Alex Sirota
TechSmith has offered a 90 day free trial of their software through June 30th - anyone else making COVID-19 specials? A list of offers for WFH tools would be nice.
Maddy Martin
Did you see this list? https://openforbusiness.org/ I emailed them to ask to be on it and made an offer but no response yet.
Radek Kaczynski
Hi, Inspired by this group and companies like Loom, we as well decided to pay some contribution, and are cutting the prices down, so that people can stay at home and send an email instead safely… More can be found here: https://usebouncer.com/covid-19/

I know it’s not much, but maybe it will make some part of the process easier for some.
Sunir Shah
@channel Happy Friday. The CSA is working on a response plan to this unprecedented situation not just for us, but for all of you. We are all in this together, and we all have the same needs.

Please answer this anonymous 2 minute survey on how COVID-19 has impacted your business objectives https://sbweb.formstack.com/forms/covid19_impact

We will develop mitigation plans where we can have the most impact for you, our members.
Maddy Martin
All, if anyone can't get to the office and needs office phones answered, we do 7 days/week. Just DM/email/text me and we will get you setup asap. here to help if you need us. /
Ryan Lunka
Hey folks, I was wondering if anyone is a) aware of any public research on what SaaS software vendors spend on building integrations to other applications or b) would be willing to talk to me about what that spend/experience looks like for them. I'm in research mode right now on a project. Thanks in advance for any willing help!
Maddy Martin
what kinds of integrations? Some builds take us like an hour and others take way, way, longer. Some examples would be helpful!
Maddy Martin
and are we talking about saas for smb or enterprise, because costs for smb clients will be much different than enterprise, and it's a big meaty custom integration. simple_smile
Ryan Lunka
Kinda interested in any/all answers. Part of what I'm trying to get my head around are the different clusters of this problem that are out there. That said, leaning more enterprise and more toward the types of mission-critical integrations where important transactions and/or master data is shared between systems (think orders to an ERP or customers to a CRM).
Sunir Shah
Are you building yourself or through a cloud connector?
Ronen Vengosh
Ryan - happy to chat. Feel free to DM me to schedule.
Cristina Flaschen
@Ryan Lunka happy to chat as well. We operate heavily in the ecomm space (and are partners with BigCommerce.) I'd love to hear more about what you're working on! The ecomm space specifically is interesting bc if how the leading storefront providers want their premier partners to list in their app stores. It's a bit more complex than some other industries. A Netsuite integration can be easier than Magento one by 10x. I've been in the space for over a decade- DM me!
Ryan Lunka
@Sunir Shah I'd be interested in both, but more so the "build it" option. I'm working on building an ROI model/business case for a cloud-connector approach (to save the detail).
Ryan Lunka
@Cristina Flaschen and @Ronen Vengosh I appreciate the offers. I'll DM you each.
Terri Blattenbauer
We have an accounting specific REST API middleware for integration to QuickBooks currently, but adding additional accounting systems in 2020. A '1 API to many' vision. Reach out if you'd like to discuss...
Randy Streu
No simple answer to this one as the type of integration, which systems you are connecting and exactly how/how deeply you want to connect matters greatly as does the architecture of the product you control (ex: API first). Companies like Mulesoft, Tasktop, and others offer a "connector" ecosystem for purchase making some intersections very easy.
Cody Jones (Zapier)
So… I’ll just put this out there… Zapier.
Randy Streu
@Cody Jones (Zapier) - Zapier rocks!
Alex Glenn
Be safe out there everyone! four_leaf_clover🥳beers
Sunir Shah
Happy Monday, everyone. We’re running a survey to track the impact on our business objectives of the virus.

The CSA has a ton of resources to help mitigate your risks. We need to know where to focus.

If you have 5 minutes, please fill out this very short survey. https://sbweb.formstack.com/forms/covid19_impact
Sunir Shah
Feedback on the survey above has been very candid. Thank you! I am going to cycle it back tomorrow to the community in some way and take some immediate actions. Please fill it in if you haven’t already.
Radek Kaczynski
Hi there everyone! Would some of you here like to join the action “stay home, send an email instead”? Social distancing looks to be the best remedy for current situation, but still many businesses are not yet prepared to switch to online, and/or can’t afford the switch rigtht now.   We have decided to give a small contribution of ours – and cut the prices in half for our email verification service, but we know we are too small to make a difference.   Maybe there are bigger colleagues here, who would like to support it and/or run it properly? I’m sure you have some great materials educating how to switch to online channels, like email for example, and have other great ideas how your companies can support.   What do you think?   Cheers Radek   P.S. Our response here- https://usebouncer.com/covid-19/ . I know it’s nothing, but it’s the best we can do. With that said maybe together we can make much a bigger difference?
Stewart Townsend - Channel.Vision
Want to check out whats happening in UK tech ecosystems - latest Tech Nation report out and my home town of Manchester is rocking it - https://technation.io/report2020/#key-statistics Manchester is Europe's fastest-growing major tech cluster, with investment growing from £48m in 2018 to £181m in 2019.
Stewart Townsend - Channel.Vision
Its hit already here simple_smile First notice of client terminating my contract. Two weeks ago was discussing more time, now its cancel time
Sunir Shah
Well if you can weather the short term then pent up demand will hit big afterwards.
Stewart Townsend - Channel.Vision
Yep Im knuckling down to look for more remote work, this was onsite and launch channel.vision sooner now simple_smile
Sunir Shah
There will be a net reduction in economics if liquidity dries up but since central banks have been injecting liquidity into the markets for 20 years I don’t suspect they’ll change.
Sunir Shah
I am amazed that 30% of us more or less are still committed to travel. If you aren’t home, get home. The air networks and borders will be closed soon.
Stewart Townsend - Channel.Vision
Yep Im in the middle of my field and locking down ready to work and be isolated. No travel
Stewart Townsend - Channel.Vision
Was going to Florida next month for client work but we decided to stop that weeks ago before it really hit
Sunir Shah
If I was being candid about my current stage (still “angry”) I am more amazed public health officials were running with the line that travel bans don’t work; they obviously work (just as well as closing events and restaurants) but they disrupt economies.
Stewart Townsend - Channel.Vision
Yep its the economics looked at rather than health, travel bans, large gatherings lock it down and stop transmission.
Sunir Shah
If I was being charitable they realize in our society you can’t pull an authoritarian response, so they are telemarking their lockdown 2 days in advance at every press conference
Sunir Shah
So when Canada says Americans are able to cross the border for now and they are considering stopping all flights, they will by the end of the week.
Sunir Shah
This is to ease the public into the changes
Stewart Townsend - Channel.Vision
Softly softly approach
Sunir Shah
Oh well. Starting my morning with virus news at this point isn’t really getting me set for the day with the kids. Nothing changes meaningfully now. Now we’re just getting through this period.
Sunir Shah
Better for focus on what we can do constructively
Kasey Bayne (Pocketed)
I agree with all of this - I just said that I need to stop watching the daily updates because it is not the best way to start the day. I'm staying home, encouraging my team, and looking after family. Doing the best we can to get through things (and thankful for this group!)
Sunir Shah
Getting overwhelmed is the gateway to panic and the depression stage
Sunir Shah
Oh man. The kids just got cut off from Disney+. I am going to arm myself for the coming battle.
Stewart Townsend - Channel.Vision
Yep focus and knuckle down, always new opportunities and I think the Disney+,Netflix of the worlds are going to slam dunk it simple_smile
Stewart Townsend - Channel.Vision
Is Disney+ worth it? Coming to UK this month for 50 pounds for the year, seems to have good content on
Ryan Lunka
It's worth it for the Mandalorian alone.
Stewart Townsend - Channel.Vision
Yep watched Mandalorian on streaming - awesome
Noah Green
+ the entire avengers assembly! I hear they’re bringing Captain America over as a series.
Stewart Townsend - Channel.Vision
seems that and Wolverine and some other new shows. Not a lot else coming out as production suspended on so much now
asif
Making a list of few cool SAAS with white label reseller plans :) know one or some?
Sunir Shah
GreenRope is a good one
Cory Snyder
ActiveCampaign is okay wink
Scott Varner
Ecwid’s white label program for Resellers and ISVs wanting to offer e-commerce is pretty good… I hope so any way since that’s my job :)
Curtis Davey
We offer White Labeling of our Reviews Product. DM me for more info
Sunir Shah
Hey folks, we will begin gently deleting all attempts to solicit because of the virus here in #general. We recognize the fear motivating the hustle so that is enough done and said for now. However we will open a new channel for these offers so they can be published.
Sunir Shah
Let’s create moving #forward channel for this.
Noah Green
Great idea. I’ve just joined the channel. @James Sandoval (MeasureMatch) You can go ahead and join there!
Sunir Shah
Hey folks. The school closures are getting to me. I’m falling behind on communications. I will attempt heroic effort today to catch up with whatever I owe y’all.
Stewart Townsend - Channel.Vision
keep motivated simple_smile
Sunir Shah
I stopped reading the news. I am just reading sales emails. It’s more fun, more useful. :)
Kai Hatchman
Same here in the UK, Schools closing untill further notice as of Tomorrow.
Cory Snyder
I have 5 kids all home due to school closure and we are dominated each day.

We have created themes for each week. Week 1 = Lord of The Rings, Week 2 =Marvel, Week 3 = Harry Potter and so on.

1. One movie per day 2. Meal plan based off movies/series (my 2 oldest 16 & 13 are in charge of that) (I smoke meat like Turkey's and chickens for this week) 3. Games/Puzzles to do during the day 4. Our day starts with Chores. I get everyone up by 9am to "own the day" Just a couple things we are doing the keep the minds moving and some sort of sanity.
Sunir Shah
We have a teachers strike here in Ontario. After this they are going to get everything they want to take the kids back!
Jake Wallace
I just hear my wife (who is a teacher) conducting “Music Class” with my two kids (4.5 and 2.5) microphonemusical_scoremusical_score
Alison Aldrich
Hope everyone is staying sane during this crazy time. Asking for your help to spread the word on a new initiative we launched at Privy:

With the COVID-19 pandemic, small businesses are worried about the days ahead. That's why at Privy we're launching the world's first marketplace for small ecommerce brands. Please help us spread the word so we can all find the products we’re looking for from the small brands that need our help more than ever: www.shopsmallecomm.com. If you know of an awesome brand we should highlight, please let us know. And if you want to support small businesses, sign up to be notified when we go live.
Jenna Earnshaw
sharing this with a couple of SMB groups I am in heart do you have a timeline for launch? such a good idea
Sunir Shah
Please cross post in #forward. We are going to keep moving forward actions in there
Joseph Fung
Hope everyone is well! While some companies are downsizing, there are also companies with open roles - and an increase in remote work. As an example, we've been asked by several of our clients on whether we can connect them to reps looking at remote sales jobs. We're considering running a remote online job fair — would your recruiting team be interested in participating? We're at the stage of assessing interest, and if it happens we'll probably move quickly - I'd love to hear what the CSA interest would be.
Sunir Shah
Please cross post in #forward. We will be coordinating response plans there! Let’s get through this together
Adam Jones
Love this idea @Joseph Fung
Sunir Shah
hey @Rebeka Fluet (MOO)!
Rebeka Fluet (MOO)
hey hey, thanks for adding me @Sunir Shah simple_smile
Cristina Flaschen
Moo like the printing company?! We looove you guys heart
Ali Schwanke
Welcome @Rebeka Fluet (MOO)!
Noah Green
Welcome @Rebeka Fluet (MOO)!
Rebeka Fluet (MOO)
@Cristina Flaschen Yes! That's us!
Stewart Townsend - Channel.Vision
Morning from the global big brother house simple_smile Hope all are well and knuckling down, there will be opportunities coming out of this, small bounce back on the market today always a good sign, Crypto has money coming back in quickly and in the UK we have sunshine !!!
Kai Hatchman
@Stewart Townsend - Channel.Vision Still cloudy here in London, send over some of that sunshine!
Stewart Townsend - Channel.Vision
Lancashire for a change has that sunshine, Ill kick some over.
Noah Green
wave Hope everyone is having a good Friday!

Where are YOU working from?

Drop a camera_with_flash in the thread.
Noah Green
I’m still stuck in my flat, in London although the view helps me stay sane! gb
Sunir Shah
This is almost true. I am working wherever my kids need me to be.
Ryan Lunka
WFH problems.
Stacy L. Carlson
Lincoln, NE where we had a tornado watch + snow within a span of 6 hours.
Sunir Shah
Sixteen Candles!
Stacy L. Carlson
simple_smile It is a limited addition movie poster created for the Alamo Drafthouse. I have the Breakfast Club one behind my desk.
Ryan Lunka
Those are pretty great.
Sunir Shah
Anyone ever tell you that you have a Molly Ringwald vibe to you, Stacy?
Stacy L. Carlson
Figured the Sixteen Candles was not appropriate for business video calls simple_smile
Sunir Shah
It’s 2020. Nothing is appropriate.
Sunir Shah
But you gotta love what you gotta love
Stacy L. Carlson
@Sunir Shah In my younger years (much younger) many thought I looked like her. And nothing appropriate taken simple_smile
Sunir Shah
I was holding back considering what that movie was about, lol.
Stacy L. Carlson
It is and will always be my favorite.
Cristina Flaschen
I’m joining in from beautiful Brooklyn NY! Sun is out, 70ish degrees…
Cristina Flaschen
my beautiful, dumb, blind dog is enjoying this WFH life
Noah Green
@Cristina Flaschen Aww very cute! I have a Tortoise called Gatsby to keep me company whilst I work
Cory Snyder
Staying positive and growing partnerships!
Th. HELGA Vigfusdottir
At home working with 4 kids and a girlfriend. Not sure how long this will work.
Jenna Ochoa
Is anyone here a BigCommerce tech partner? Looking for someone to bounce ideas off of hugging_face Prob kind of late in the day to be asking...but we'll all be indoor for a while, no?
Cristina Flaschen
We have tons of experience working with BC from a technical perspective and know their partnership team well. Happy to help if that’s relevant (or make an intro!)
Sunir Shah
Who’s managing BigCommerce partnerships now? Some turnover there
Jenna Ochoa
Thanks @Cristina Flaschen we're in touch and an active partner (have been since 2012) - to echo @Sunir Shah tons of turnover there so was hoping to understand how someone else is getting ROI out of the relationship.
Dina Moskowitz
Hi CSA members...in case you're running a channel partner program, we're hosting a great webinar in which we interview 3 experienced IT Solution Providers (technology channel partners/resellers), who are going to be giving tips to vendors about what makes a channel partnership relationship successful.... feel free to join: https://bit.ly/2UtU44z
Dina Moskowitz
These are great webinars that every channel exec should watch...all stuff no fluff.
Dina Moskowitz
This time we're featuring: Richard Francart, CEO of Five Opportunities, LLC, Pat Grillo, CEO of Atrion Communications Resources, Inc. and Tammie Newman, President Cyber5; hosted by Laura Steward and Clinton Gatewood of SaaSMAX Corp.

When: March 27, 2020, 10amPT / 1pm ET Register today even if you cannot join us live. This webinar will be recorded and sent to all who register. https://bit.ly/2UtU44z
Th. HELGA Vigfusdottir
Hello. The link here does not work. Am I doing sth. wrong?
Dina Moskowitz
Hi Helga- sorry- not sure why it didn't work...but we did record the event and if you'd like to see it (It was awesome) try this link, or dm me and I'll make sure you get it https://www.wisesaas.com/recorded-saasmax-hints-tips-solution-providers-vendors-make-channel-relationship-tick/
Th. HELGA Vigfusdottir
Hello all. A message from Iceland where karaconnect.com is booming. Here we will have snow and have been testing more than S-Korea. I am afraid the worst I yet to come here and out peak is estimated in 3 weeks. I am proud the government started early stating clearly this will be bad. We at Kara are experiencing being a crutchbuilder in wartime. Kara is a highly secure workstation for professionals in Health Education and Welfare - and can in minutes connect a team of psychologists or social worker or speech therapists together to start giving access to their help online.
Sunir Shah
BTW, we have a new channel to move #forward together you can go deep on this topic if you’d like
Th. HELGA Vigfusdottir
If anyone here can spare time to help us how to quickly build up customer service - Intercom and webinar based - all ideas or stories on how to or mistakes are helpful. And- how do we charge big enterprise deals for that kind of support. Stay safe.
Sunir Shah
Do you have staff? I’d suggest https://modsquad.com/ for fast CS ramp up in the EU.

The secret is to Keep It Simple. Do the absolutely least to give your customers what they need. Don’t have a website ready? GDrive folder is also fine for now, then get the website up later.

For webinars, the content is the hardest; promotion is the second hardest. Split teams up.

For content, what is the message objective? i.e. what do you want people to think after the campaign is over? Work backwards what you need to tell them to build an outline of topics.

Then build an outline for each topic. Limit to 15-20 minutes per webinar (~15 slides)

For promotion, start building qualified lists and a social media system.

Finally, rehearse the webinar and recording before you go live or you’ll have embarrassing technical difficulties.
Sunir Shah
BTW, if you reach out to Modsquad, tell them I sent you (I was previously CMO at Olark live chat, which is how they know me)
Ashley Hildreth
Great suggestion -- love the Modsquad crew!
Th. HELGA Vigfusdottir
Thanks. I will look into it.
Noah Green
LINKEDIN CONNECTION THREAD star-struck

Now we’re all working from home we’re even more so reliant on our network… I’ve seen a few people sharing their LinkedIn profile’s across various channels within our community.

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down Leave your LinkedIn URL in this thread!
David Sharpe
Hey everyone - good to connect with the majority of you on LinkedIn!

With that in mind, we crossed a massive milestone and would be great to get some LinkedIn Love...

https://www.linkedin.com/feed/update/urnliactivity:6648579856005246976/

Thanks :+1:
Noah Green
Hey @David Sharpe please add this to #social-media-posts
David Sharpe
Cool - will do thanks
Sankararaman
rocket Off-topic for a moment : @Noah Green Big cheers for starting out this thread, buddy! Sure has made a lot of visibility and traction for everyone in the channel and even in the workspace. I've gotten connected with a handful of wonderful & efficient people via this feat; Let's keep doing this and grow further - together simple_smile I hope whoever is reading this has a wonderful day! Stay safe, and cheers again folks! heart cc : @Sunir Shah
Noah Green
Thanks @Sankararaman it’s great to see something like this come together!
Danny B
Great to connect with everyone here. https://www.linkedin.com/in/dannysbrown/
Rachel Fisch
Looking forward to connecting! https://www.linkedin.com/in/rachelfisch/
Greig Orrell
My name is Greig and I am based in the UK and I help with transforming Public & Private Business into Efficient Workplaces using Digital Signature Technology

https://www.linkedin.com/in/greigorrell-signiflow/
Chet Devchand
Happy to connect with folks on LinkedIn - https://www.linkedin.com/in/chetdevchand
Kasey Bayne (Pocketed)
Thanks for starting this thread, @Noah Green! Great to connect with everyone nerd_face
Noah Green
My pleasure @Kasey Bayne (Pocketed)!
Sunir Shah
@channel Just a reminder we are pulling together to move forward in our new Slack channel #forward.

Post and help with comarketing opportunities, mitigation plans, best practices, help/advise needed to keeping moving #forward in this situation.
Noah Green
@channel rotating_light Announcement Time rotating_light

This Thursday, 26th March at 10 am PT / 1 pm ET. We’re inviting Bob Moore, Co-Founder and CEO of Crossbeam into #general for another exciting Ask-Me-Anything tada -- @Bob Moore, previously co-founded Stitch (Acquired by Talend in 2018) and RJMetrics (acquired by Adobe by way of Magento Commerce in 2016).

Crossbeam’s a partnership ecosystem platform that helps companies build more valuable partnerships by discovering which customers and leads they have in common. chart_with_upwards_trend

point_right If you’re trying to figure out what it takes, when building a strong partnership ecosystem this AMA will be worth your while!

Be sure to add a reminder to your calendar: https://www.addevent.com/event/bN4658780
Alex Sirota
Hey everyone -- a weird question -- does anyone know software that allows musical groups to rehearse together virtually. Zoom does noise cancellation and we don't want that!
Noah Green
Seeing everyone in the UK using this at the moment to socially socialise https://houseparty.com
Ryan Lunka
I always wondered if someone would be able to pull this off. The latency online always seemed like it would be an issue to me. @Alex Sirota if you find something that works, I'd love to know what.
Alex Sirota
I found some open source projects but haven't tried them.
Alex Sirota
Several projects here below the fold
Alex Sirota
We want to blend all the sound.
Peter Evans - ExpertFile
Hey Alex!....There was a company out of New York that my friend David Garrison was CMO of years back. They had this technology. I believe the name was in Indaba Music ...Splice acquired them - www.splice.com ...hope that helps
Arpit Choudhury
Hey Alex, good to see you here! Splice is awesome! simple_smile
Jake Wallace
Good morning my east costers and those early birds to the midwest - west! coffee️ Good afternoon to my friends to the far east! beers
Arpit Choudhury
Good morning Jake and hello to all from India! simple_smile
Kai Hatchman
Lunchtime here in London and first day of lockdown closed_lock_with_key
Noah Green
Afternoon!
Cristina Flaschen
Good morning, folks! After a very wet day yesterday, it’s all sun today here in NYC
Noah Green
wave Hope everyone is getting into the rhythm of their new work routines… I’m adjusting!

Interested to hear your thoughts on this one… point_right What remote work SaaS tools are you using?

As a community we need to lean on each other now more than ever, so drop a comment in the thread below with your go-to tools and help one another out. muscle
Noah Green
For me it’s Zoom, LOOM and Close our CRM.
Arpit Choudhury
Besides the obvious ones, Google Calendar and Google Docs!
Noah Green
@Arpit Choudhury do you have any neat integrations with calendar?
Kai Hatchman
I’m using Basecamp, Asana & cannot forget about CloudApp (lifesaver)
Arpit Choudhury
Yeah. Tap a widget on my phone to fetch daily meetings as a push notification. Achieved via Integromat mobile app + an Integromat scenario.
Kasey Bayne (Pocketed)
Slack and Zoom are our go-to. And seriously, have some fun with the filters and backgrounds in Zoom - they made our team laugh for an hour on Friday afternoon's "virtual happy hour" and was exactly what we needed.
alex shevelenko from RELAYTO
Hi everyone - we've pulled together a hub of high-quality pre-COVID content on remote work best practices from the likes of Trello, Zapier and Microsoft and more. Hopefully you'll find it helpful https://relayto.com/hub/work-from-home-5e74d465ec8f6
Noah Green
Hey @alex shevelenko from RELAYTO you should definitely share this in #forward
Eugene Krimkevich
Besides the usual suspects mentioned above, we also do some digital whiteboarding here at InVision using our own Freehand tool. Lots of other dedicated tools in this space as well like Mural, Miro, Lucidchart, Draw.io, etc.
Maddy Martin
Clubhouse, Adobe XD, Slack, Notion, Zoom, Facebook Groups, Zencastr
Stacy L. Carlson
My line up didn’t change as I’m always remote. Calendly, Zoom, CloudApp, TextExpander (of course).
Noah Green
Hey everyone @here A Couple of Announcements rotating_light

Thursday, 26th March at 10 am PT / 1 pm ET. We’re inviting Bob Moore, Co-Founder and CEO of Crossbeam into #general for another exciting Ask-Me-Anything tada

studio_microphone Be sure to add a reminder into your calendar here: https://www.addevent.com/event/bN4658780

point_down Next… I’ve opened up a new channel called #social-media-posts

Why?

• We’re a powerful community here with some incredible networks across our social media channel’s, the way that social media works is when a user interacts with a post it gets pushed to the top of that users network increasing visibility and as a result amplifying that post! mega With the above in mind #social-media-posts enables you to request for an interaction on your latest social media post from anyone in the channel, from likes to shares, through to comments.

Go and join #social-media-posts to watch the LOOM explainer! white_check_mark
Tori Barlow
Hi everyone - we're teaming up with Jay McBain, Principal Analyst, Channel Partnerships @ Forrester, Thursday, April 2 11a PST/2p EST to discuss the Third Wave of MarTech and the current state of the channel ecosystem. Here's the link point_right https://zoom.us/webinar/register/5915832580689/WN_wLFNS8mtTVWxiyyyBc0uXQ
Sunir Shah
Jay is making the rounds! He’s awesome. I have a great interview with him to post that got blocked with the virus. I’ll share it and put a link to your webinar.
Tori Barlow
Thanks so much! Can't wait to listen.
Noah Green
Hey @channel wave

Wanted to remind you all… Tomorrow at 10 am PT / 1 pm ET. We’re inviting Bob Moore, Co-Founder and CEO of Crossbeam into #general for another exciting Ask-Me-Anything tada

studio_microphone Be sure to add a reminder into your calendar here: https://www.addevent.com/event/bN4658780

React to this message if you’re excited!
Noah Green
p.s. Head to point_right #reads

I just asked everyone to share the book they’re currently reading books So head-over and share your read to help us all out, whilst we’re spending this time at home!
Noah Green
Hey everyone wave @channel   As part of our ongoing efforts to make the CSA an engaging and inclusive community, we’ve chosen to partner with Swirl, a Slack app focused on creating authentic connections between members.   Swirl is integrated into a new channel called #coffee-time, which you can join to start getting matched to others in the community. coffee mega

• Watch our exciting announcement video to hear all about this new initiative where myself, @Jake Wallace and @Munir Pathak discuss the details! • You can also share your questions, comments, and feedback in the #coffee-time channel or DM @Munir Pathak, who is one of the founders. point_right Head to the thread below to see how it works or watch our YouTube video!
Noah Green
How it Works:   • Upon joining the #coffeetime channel, the Swirl bot will DM you to walk through a series of questions about your background, interests, and identity to build out your profile in a conversational manner. • Every other week, Swirl matches you to a different community member based on your common interests and identity differences. You’ll be introduced to your match via a direct message telling you what you have in common, and giving you some conversation starters. Swirl also uses Google Calendar availability to automatically schedule time for you and your match (as long as you both connect your calendar to Swirl). • The expectation is to take 15-30 minutes and meet face-to-face to get to know each other better over coffee, lunch, or video call. • Swirl will ask for feedback from you after every match to measure how connected you feel to the community and capture any suggestions/learnings you have over time.

You can use the /swirl slash command at any time to view a menu of options that include updating your profile, connecting your calendar, and contacting Swirl.
Jake Wallace
We're really excited for this new option within the CSA Slack Community! Plan was to have a more elaborate video for this however, due to us all moving to remote life that wasn't possible, haha. I hope you all join us over at #coffee-time coffee
Santiago Cura
Seems like a good initiative. Looking forward to it!
Noah Green
Thanks @Santiago Cura we’re excited to have added this new dynamic to the community, let me know if you have any questions once you go ahead an join #coffee-time
Kapil Gupta
@Munir Pathak is great and I love what swirl is doing!
Munir Pathak
Hey @Kapil Gupta, good seeing you here! Much appreciated raised_hands
Shannon K. Murphy
Love this! I've been using something similar called Donut in the She Geeks Out community and meet someone cool every week. grin
Sunir Shah
Hey everyone, thank you to Noah and Kai for running the events today.

Just a personal note, today is Demo Day for 500 startups starting at 9am PT. I’ll be presenting my startup AppBind. Forgive me if I am absent today, but you can follow along the livestream here. :)
Ashley at Clearbit
Good luck!! Go @Sunir Shah go!
Jake Wallace
Go get em!!!
Sunir Shah
Thank you. simple_smile rocket
Sankararaman
Rock it Mr. @Sunir Shah! 100
Kasey Bayne (Pocketed)
Yay!!! Go @Sunir Shah!!
Eli Mitchell
Clicked in at the exact right time. Nice presentation!
George Kyriakis
Good luck Sunir!
Noah Green
@channel It’s almost time everyone… wave

Our next Ask-Me-Anything resumes today in 1 hour at 10 am PT / 1 pm ET here in #general with Bob Moore, Co-founder & CEO at Crossbeam! studio_microphone

@Bob Moore is a serial entrepreneur and partnerships veteran. He founded Stitch (Acquired by Talend in 2018) and RJMetrics (acquired by Adobe by way of Magento Commerce in 2016).

Get ready to Ask Bob anything in Slack about how to build a strong partnership ecosystem or starting and running a company.

Excited to see you all there!
Noah Green
wave We’re back with another exciting AMA in 10 minutes here in #general -> Kicking off with @Bob Moore, Co-founder & CEO at Crossbeam!

@channel point_rightGet your questions at the ready!

Also, some slack etiquette 🧹*If you want to jump in and get involved post your questions here in #general and *please ensure you keep your discussions around Bob’s answers within Slack’s ‘reply’ feature to keep the conversations threaded. 

See you in 10!
Lin Shearer
Hi all - does anyone here work with or sell/market to data center architects, developers / engineers, sys admins, and/or dev ops folks - ideally those who deal with large amounts of unstructured data? I'm looking to interview a few directly - or if you can be a proxy that would be a good start - for ICP / Persona development. DM me if you can introduce me to some of these folks or if you have insights you can share as a proxy. Thanks in advance.
Noah Green
@here It is time! rotating_light

Let’s get started with our next AMA. Today we have an exciting guest, Bob Moore, Co-Founder and CEO of Crossbeam!

Thanks for joining us @Bob Moore it’s a pleasure to have you here in #general for the next hour. studio_microphone

Bob, is a serial entrepreneur and partnerships veteran. He founded Stitch (Acquired by Talend in 2018) and RJMetrics (acquired by Adobe by way of Magento Commerce in 2016).

🧹Please keep in mind, if you have something to add, please use the ‘reply’ feature in Slack to ensure we keep these answers and discussions threaded.

Over to you @Bob Moore!
Bob Moore
Thanks everyone! I'm plugged in and happy to answer anything!
Bob Moore
And congrats @Sunir Shah on the AppBind pitch this morning!
Sunir Shah
Thank you!
Sunir Shah
And fortunately, I’m distracted, so I don’t have any hard questions prepared for you. simple_smile
Noah Green
I managed to chime in at exactly the right time it was awesome!
Sunir Shah
Cloud software (primarily B2B) partnerships is what we focus on, but Iw was surprised and delighted to hear Crossbeam is serving other markets.

What adjacent industries are you tracking? And following that, which ones could professionals in our association reasonably see themselves moving into? It’s good to see career opportunities not just in b2b saas.
Bob Moore
Great question. Non-SaaS software and tech are easy lateral moves where we have traction. We've also seen some exciting interest in and around B2C use cases in tech (mobile apps, gaming, and next-gen retailers specifically). Beyond that, if you consider the full breath of partnership types (tech, channel, and strategic), the are opportunities everywhere.

For a software vendor like us, the key is whether the companies in the space are tech-savvy and the sales system of record is in the cloud. As a team member, I might focus more on how transferrable the skills are. Dealmaking may be more universal than a deep knowledge of the API economy, for example.
Jake Wallace
@Bob Moore thanks so much for joining us today! Sunir you beat me to the punch! What other industries rely heavily on partnerships? However, I'll ask another one... for those who might have missed your webinar on the state of partnerships. What was the breakdown on roles within SaaS companies that manage partnerships and where do you see an increase in focus?
Bob Moore
You can get the report Jake is referring to for free here: https://blog.crossbeam.com/2020-partner-ecosystem-report
Bob Moore
To answer your question, here's the role breakdown we saw in our respondents...
Bob Moore
If you assume the "direct to CEO" are smaller departments that eventually will be distributed similar to the rest of the pack once they scale, it's clear that sales dominates this breakdown. Our take is that we'll only see this increase as the ability for partnerships to create leverage in the sales funnel grows with data availability and workflow technology (which Crossbeam is part of)
Bob Moore
Here's the same breakdown by company size -- above 50 people, partnerships emerges pretty clearly as a sales function
Jake Wallace
wow, as a partnership manager, I've been on a Product team, Sales team and now a Marketing team. As our role is very much cross functional, I'm leaning on being on the Marketing team as being best for me. Again, here at AWeber. The ideal situation would be to have a separate partnerships team with a marketing team member included. That's interesting though.
Bob Moore
yeah since AWeber is B2SMB I'm not surprised that's the structure. The closer you are to B2C, the more likely partnerships fall into marketing. You could probably scatterplot ACV against sales/marketing spectrum and see that the smaller the ACV the more the partner team pushes into the marketing org
Jake Wallace
@Bob Moore because Crossbeam's target audience is partnerships. Besides SaaS Connect, what are the conferences someone should consider when building out their conference schedule for the year?
Bob Moore
It's going to be a very odd year to answer that question.

In a normal year, I'd say that one area where we've found success is the customer conferences of large companies in our key verticals. These events are a magnet for partner people and there is often a "partner day" portion of the event where you can get a really strong universe of partnership people with similar ideal customer profiles.

In light of the pandemic, however, a lot of the immediate term strategy here is shifting. Virtual events, Slack communities, etc are going to be a really big deal.
Bob Moore
If you need proof, check out this data from Stewart Butterfield on Slack growth over the past several weeks: https://twitter.com/stewart/status/1243000497566441472
Jake Wallace
Wow great insight into Slack, I love them... shutout @Don Baron (Slack Partnerships)!
Neeti
@Bob Moore, thank you for joining us today. What business model innovations are you seeing in partnerships?
Bob Moore
We're seeing incredible momentum in the area of tech partnerships. We define these loosely -- basically, any partnership between two vendors (product companies) where their products are synergistic. This doesn't necessarily mean there is a direct tech integration. If the tools work together with the aid of something like Zapier or even just happen to "play nicely" together and have an overlapping ideal customer profile, it counts.

So what's the partnership if there's no tech integration? It's all rooted in the ability to go to market together: comarketing, coselling, and joint customer success efforts. In these cases, there doesn't need to be a referral fee or underlying economic incentive because the cross-use of these platforms makes them all more sticky as customers become more immersed in the "ecosystem stack" of these complimentary products.

This isn't to say that traditional channel partnerships are going by the wayside -- they're where the majority of the money is without a doubt. But I think the innovation and momentum we see in the space sits in these case where there is a product case that underlies the go-to-market partnership -- especially in SaaS.
Neeti
@Bob Moore, yes makes sense. Thank you. Partnership models can go across the partner lifecycle (design, build, market, sell and support).
James Sandoval (MeasureMatch)
Thanks for tee'ing this up @UQN7GTEBW>/<@U9EBK52DD.

Hi @Bob Moore. Thanks for doing this. I run a systems & data professional services marketplace which has a new-ish, valued added (i.e. free) element for ISVs to grow and support channel partnerships (for services & sales). What would you say are the top 3 things channel partner leaders in ISVs are looking for in new partner opportunities? Outside of the obvious net new revenue wink.
Bob Moore
Sounds cool.

Related to my comment in a previous question, I think there's a lot to be said for channel partners stepping outside of the "selling partner" box and doing everything they can to help drive the stickiness of products and, ultimately, product/market fit. A few things that matter: • Does the SI or reseller also offer and support complimentary products that exist in the company's tech partner ecosystem? Can they support integrations between such products? • What does the renewal/customer success strategy look like? SaaS companies live and die by expansion revenue, and it requires a partner with a long-term mindset around account expansion as opposed to a coin-operated reselling model that is more transactional. • Many ISVs have a false start or two when trying to get their channel going. I think anything that reduces the risk of a false-start when choosing first partners and getting them up and running is inherently valuable. Maybe that's where you come in?
James Sandoval (MeasureMatch)
@Bob Moore Nice. Lots to chew on here. The first point is an especially excellent one in our case. We can def do better to understand SIs/agencies/consultancies' systems proficiencies and communicate those skills to ISVs. Services demand for integrations between products is growing especially fast, and something we're excited to solve for more elegantly.

The second point doesn't apply to our model because we don't monetize software sales (not yet anyway...and likely not for a long while because we're keen to maintain a services-first orientation; we leave software sales completely between service providers & ISVs). That said, it's increasingly clear that we can/should do something, albeit carefully (to maintain our services-first positioning) to help ISVs to maximize revenue expansion even if we don't benefit commercially.

Regarding the 3rd point, possibly. Our model is such that we shouldn't be the route to "first partners". In fact, we expect ISVs participating in our marketplace to have some degree of partner programme in place, or a desire to grow one with our platform as a feeder.

We're early in our channel partner growth game, so this is really helpful and much appreciated. Thanks again Bob. James
Munir Pathak
@Bob Moore As a serial founder, what are a couple key aspects of building at the early stage that you’ve replicated from previous experiences? On the contrary, what are a couple mistakes that you chose not to repeat?
Bob Moore
Hey @Munir Pathak! Philly in the house!
Bob Moore
I've written about this in a few places, I'll share a few links before answering...
Bob Moore
Replicating: • Raising money from Silicon Valley VCs and then spending it in a market where you have more purchasing power. All my companies have been HQ'd in Philly, and at Crossbeam we're a Philly/remote hybrid. It has added tons of flexibility in good times and bad. • Community involvement. I've invested really heavily in maintaining visibility in different communities (in our sector, in our geographic community, etc). This ends up paying immeasurable dividends when it comes to hiring, the collective megaphone that gets used when you have good news, the empathy of the press when times are bad. Celebrate with the winners in your communities, have empathy for those who are hurting, and make it a priority to pay attention even when there's big stuff going on in your company. Previous Mistakes/Learnings: • My first company (RJMetrics) had no vision. We were lucky to pick a space with a huge market and lots of underlying growth, so we built a nice business, but we hit a ceiling because we spread ourselves too thin on product trying to serve everyone. We should have put more stakes in the ground sooner about what we were trying to become, rather than just chasing deals. • No one is coming to save you. Team members, board members, advisors are all amazing people who may very well be smarter than you. But that doesn't mean you can offload founder-level responsibilities to them. If you don't want to be in the room when making big calls about product, vision, brand, and go-to-market, you may be in the wrong field with the CEO title.
Munir Pathak
This is amazing, thank you for the insights!!
Noah Green
Another one touching on you being a serial founder having had an overview into what works / doesn’t @Bob Moore -> How do you think sales channels will evolve for SaaS given the current situation at hand? Also where would you suggest focusing outbound efforts as a SaaS company today? e.g. Affiliates, Social Media, Email outreach…
Bob Moore
Regarding outbound efforts: these things ebb and flow, and they can also differ from market to market and business model to business model. I hesitate to give a blanket answer. One thing I will say is that cold calls have all but died in the era of robocalls, and social media is not well executed by many companies in B2B (it's so hard to be organic, and people just don't use these platforms to interact with non-consumer brands). I think email is still king, but just make sure you have product market fit and the ability to customize your messaging enough to avoid leaving a bad taste. I think people can take the "it takes 10 touches to crack a lead" advice too literally and bombard inboxes to the point where it causes brand damage.
Noah Green
Really interesting, thanks for not blanketing the answer there. I think you’re right about people not wanting to interact with non-consumer brands across the likes of social media, I’m seeing an interesting move towards developing executive thought-leadership across social media to fuel the B2B companies brand awareness and inevitably direct traffic towards their companies social’s / efforts. People really do buy into other people at the end of the day!
Bob Moore
Regarding the situation at hand and the impact on SaaS partnerships and channels, this is a great question.

One thing that's readily apparent is that in-person events are gone for the foreseeable future, and that forces the question about what happens at those events that's so special and important among partners? I think it has a lot to do with developing a professional rapport, developing trust, and feeling out how "real" a potential collaborator will be.

In just about every other part of the revenue org (sales, marketing, CS), this kind of face-to-face step died out with the advent of SaaS, as more hard data became available to the operators in those roles. At this point, we're in the SaaS 2.0 era where most line-level operators in revenue roles have at least one platform telling them what to do when they sit at their computer every morning.

The analogue for partnerships is increase data visibility and workflow automation. I didn't intend for this to be a commercial, but Crossbeam sits right in that area. The idea is to vet partnerships, execute on partnerships, and measure their success in a data driven way via secure visibility and access to the deals and clients you share, while keeping the rest of your data secure. As this practice becomes commonplace, the need for these in-person interactions becomes less of a blocker to getting business done.
Noah Green
Makes a lot of sense, these interactions don’t need to happen if they’re not vetted and as you say it’s so crucial to set out key metrics to be used as indicators when conversing!

Going over to your blog. I’m excited to see the evolution of these channel moving into Q2
richard bernstein
Hi @Bob Moore ! Regarding your thoughts above on saas gtm efforts, have you seen any examples of successes between saas companies attempting to bundle/package their products in a code long motion? Where both sides offer a discount for both to win a deal?
Bob Moore
Hey @richard bernstein! Long time no see!

I was literally just talking with another CEO about this recently. I remember there being a few startups here or there that were trying to bundle up SaaS software and sell it to startups in packages, but I don't think any of them ever really went anywhere. Those were separate third parties, however. You're asking about the companies themselves doing this.

I think these ideas, when explored, tend to die on the vine due to the complications of: • sales cycles aren't all the same, so any joint deal will move at the pace of the slowest sale • enterprise software often gets negotiated on price, making the "split" of bundled revenue up to interpretation and hard to negotiate • renewals and contracting are a nightmare -- each company will insist on their own deal on their own paper (VCs and acquirers would insist on customer "ownership") so the buyer ends up in a rats nest of paperwork to procure the software • security and compliance audits also move at the pace of the slowest party I would love love love to see more of this, but I think it always sounds good until you start trying to do it.
Bob Moore
I actually think the closest realization of this kind of thing in the wild is what System Integrators (SIs) do in the channel. It's deal-by-deal, but they bundle, implement, and sell multiple products at onces to deliver a solution to a client.
richard bernstein
And 1 more for you @Bob Moore. What do you feel like is the appropriate cadence level between partners to stay top of mind?
Bob Moore
Ohh this is a good question.

I think the whole paradigm of a check-in call or meeting or other analog cadence being your only touchpoint is flawed. Partners who are creating value for each other should have a steady stream of communication -- not in the interest of checking in but in the form of micro working session where they're collaborating on specific value creation.

Putting the tools, automations, and expectations in place that these collaborations are just a part of everyday workflows of the partners is the hard part. Some use Google Sheets to share and compare data, some use tools like Crossbeam, others have shared slack channels where all their reps get invited to collaborate on deals. My hope is that we converge on a set of best practices in the coming years such that it feels like you have a touch point with every partner every day.
richard bernstein
thanks @Bob Moore. diving deeper on this then, I've tried the Slack route with mixed results. Any best practices?
Bob Moore
yeah good question, I've been in a bunch of these across a few companies, and it always seems like you end up with one or two reps on each side who really are into it and use it and the rest are pretty unengaged
Bob Moore
I think this is where the partner manager can basically serve as air traffic control and make it common to pull any threads about shared deals or account mapping questions into the shared channel so it becomes more clear that it's the place where reps should go (and they can see each other succeed)
Bob Moore
the alternative is to not have the reps in there at all and just use slack as the default comms channel among partner managers -- the key then becomes related to my previous answer about making sure there is a steady stream of things to talk about and collaborate on
Bob Moore
We have a slack app where you can set up push notifications to a shared channel about specific overlaps, which can help with this. So you can say "any time one of my new leads is aready in the sales pipeline of partner X, push an alert about this shared deal to our shared channel"
Bob Moore
but whether you're using our app or not, you can basically develop this cadence manually
richard bernstein
thanks @Bob Moore!
Noah Green
That’s a wrap clapper

@Bob Moore Thanks for joining us it’s been a pleasure having you in #general over the past hour!

If you want to continue the conversation with Bob, you can hit him up here in Slack, or drop him a Tweet and to stay in the loop with Crossbeam and get insights & updates, you can sign up to their newsletter here. mega

Thanks everyone!
James Sandoval (MeasureMatch)
Great job @Noah Green. Thank you.
Noah Green
Thanks @James Sandoval (MeasureMatch)
Bob Moore
Thanks everyone!!
Stewart Townsend - Channel.Vision
Morning from sunny UK, great AMA session last night, thanks for organising and making it engaging and educational
Noah Green
Morning from London! wave Glad you enjoyed it, was great on our side seeing that come into fruition!
Cam
Anyone here from Asana or Grammarly?
Noah Green
Morning from London wave

It’s time for Content Monday! stopwatch 

Did you or your team write or come across any ‘share-worthy’ content over the weekend? memo • We’d love to check them out and maybe share them across our social channels! confetti_ball

If so, drop a link to it in the thread below!

arrow_down
Stewart Townsend - Channel.Vision
I found this a good summary post - https://www.linkedin.com/feed/update/urnliactivity:6650318000526278664/ I have worked remote for SaaS companies forever... but for mainstream channel managers its a new thing simple_smile
Arpit Choudhury
We just published an in-depth tutorial on how to create an emergency communication system using Airtable and Integromat. It's a useful guide for anyone looking to build a system to connect volunteers with patients in need: https://www.integromat.com/en/blog/2020/03/25/how-to-create-an-emergency-communication-system-using-airtable-and-integromat/
Noah Green
@Arpit Choudhury really cool!
Dao (Staffbase)
Hey @Noah Green Here’s something we put together for the crisis we’re in. https://staffbase.com/blog/coronavirus-at-work-8-examples-of-effective-crisis-communication/
Sarah Mouton
Here is something my colleague wrote about keeping your data connected. Might be interesting as we are all working remote and connecting with each other, so should our data. https://www.piesync.com/blog/why-data-driven-decisions-arent-easy/
Noah Green
Hey @Dao (Staffbase) Really cool! Have you shared in #forward?
Noah Green
Nice one @Sarah Mouton Going to read over lunch!
Jake Wallace
We wrote a piece on Email Marketing during a crisis. Check it out: https://blog.aweber.com/email-marketing/your-crisis-email-marketing-guide.htm
Sean Blanda (Crossbeam)
We published an interview with Gainsight CEO Nick Mehta on navigating the market conditions as a leader: https://blog.crossbeam.com/okay-so-its-a-down-market.-now-what
Cristina Flaschen
Last week, we published a blog all about how brand partnerships can help SaaS companies during this tough time. Check it out on The Startup: https://medium.com/swlh/why-now-is-the-time-for-brand-partnerships-45effc2a1e90
Arpit Choudhury
@Cristina Flaschen Agree 100% that now is the best time to educate your audience via live events and broadcasts. Have you or anyone here used Crowdcast for such events to offer a friendly/informal touch?
Cristina Flaschen
@Arpit Choudhury we haven’t- has your team? I personally don’t have a ton of experience with live streaming tech, but a member of our team does.
Arpit Choudhury
We have run a lot of webinars in the past but are now looking to switch to live broadcasts over Crowdcast.
Arpit Choudhury
I will share the details with you so that you can attend one if you'd like to!
Dao (Staffbase)
@Noah Green didn’t know about #forward !! Will do so now simple_smile Thanks for th tip
Noah Green
Gentle Reminder: @here rotating_light

coffee️ April 6th is our first pairing! Please fill in your profile, with Swirl to be able to make it into our first sync come next monday!
Noah Green
Yesterday I asked you to send over any ‘share-worthy’ content you came across over the weekend.

• An excellent post by @Kelly Sarabyn (HubSpot) at Pandium, was shared memo https://medium.com/swlh/why-now-is-the-time-for-brand-partnerships-45effc2a1e90 • This sparked a discussion I had to open up to you all, around how now is the best time to educate your audience via live events / virtual summits. video_camera Question for you @here mega Are you or your company running a virtual event over the upcoming weeks? Or, have you seen one that’s caught your eye?

Let me know below in the thread!

p.s Share any tips / tricks you’ve learned along the way, I’ll start!
Sean Blanda (Crossbeam)
Yep! We’re running a Happy Hour series with notable authors to help you brush up on soft-skills. First up: leadership with a WSJ best-selling author: https://crossbeam.zoom.us/webinar/register/WN_o0jen6fdQQeWBcgRIDK7Iw
Noah Green
Fantastic @Sean Blanda (Crossbeam) going to sign-up!
Noah Green
I’m attending this Q+A, With Patrick Campbell (Profitwell), Noah Kagan (Sumo Group) and Eric Siu (ClickFlow + Single Grain) -> Should be cool!
Noah Green
One thing I saw was they included the ability to ask their audience questions via sli.do -> Great feature
Sean Blanda (Crossbeam)
great timing, im setting up our tech for this rn
Kelly Sarabyn (HubSpot)
Excellent @Sean Blanda (Crossbeam). Leadership is so important right now so great topic. I've signed up for this webinar from Logi Analytics on build vs buy and this one on growth strategies from a number of leading growth marketers.
Kelly Sarabyn (HubSpot)
What the growth marketers did that I liked is send out a recording right after for everyone who registered (with an invite to the next event too) as many people always end up missing the live event but still want the information.
Noah Green
@Kelly Sarabyn (HubSpot) That’s really interesting, going to take a look!
Arpit Choudhury
I'm attending the RevGrowth Virtual Summit by the folks at Drift, check it out: https://www.drift.com/rev-growth-summit/
Kelly Sarabyn (HubSpot)
Good (long haha) article on hosting virtual events from the First Round Review: https://firstround.com/review/dont-just-throw-together-a-webinar-the-virtual-events-crash-course-you-need/
Jared Fritz
Going into this year, Pushpay decided to scrap our annual in-person conference and go digital. Seems like the right decision now - https://pushpay.com/churchdisrupt/
Joseph Fung
Hey folks - if you know someone (yourselves included!) who had an interesting journey getting into sales, I'd love to know. We're working on a new podcast where I'm interviewing people to capture those stories. I have a super-short suggestion form if you have any that come to mind simple_smile Or, if you reply with their name and email here I'm happy to fill it out for you: https://forms.gle/cwMCAuAa91FQoP3n6
Noah Green
Shawn Finder from AutoKlose is an interesting one, I can intro you
Joseph Fung
Thank you! That would be great!
Sunir Shah
Hey everyone, just a reminder that if you’re working on plans to move forward through these times, we created a channel #forward to share opportunities or ask for help.
Noah Green
Happy Wednesday everyone! raised_hands We’ve made it! Halfway through the week!

• The other day, in #reads I asked ‘_What are you currently reading*_?’ and some excellent book suggestions, go and take a look! books But, we haven’t spoken about podcasts… studio_microphone@here *What’s your favourite partnership podcast / episode? headphones

Drop a link in the thread below to let us know what you’re currently listening to!
Noah Green
I listened to this episode the other day it was pretty interesting: https://www.stitcher.com/s?eid=68327512
Olivier Seres
Thanks @Noah Green for sharing! Unless I missed something, Mikael Thuneberg doesnt clearly explain why he got 100% growth in 1 year. Key elements : • founded in 2010, • strong sponsor from Google and visibility to community, • VC funded in 2017, • lot of content writing on their blog from 2016, • started direct sales in 2018 goal : 25% of revenues in 2020, • started partnerships and indirect in 2018 but few revenues so far.
Noah Green
How is everyone doing today? wave

Would love to hear about what you’re currently working on and see if there’s any alignment / opportunity to sync up!
Noah Green
@Sankararaman @Arpit Choudhury I’m sure you’re doing something exciting at the moment wink
Jake Wallace
AWeber is super focused on ecom these days. If anyone who plays in that space wants to chat... DM's are open handshake
Mason Hensley (HipSpec.com)
Going good!

Working on: Building out a more streamlined pilot invite system in my SAAS that automatically provisions a Team, grants ownership to the invitee, stubs a subscription until pilot end date, sends a email invite, shows an upgrade banner.

Essentially a trial that I can trigger after talking to a sales lead.

Goal: to streamline onboarding into a initial kicking of the tires when I've had a good call / next step facilitation
Sankararaman
@Noah Green Haha you definitely know to spot a curious mind! I did a little bit of a trial run along with few others from my team to implement LeadSpace into my team's workflow at Freshworks.

In other news, I'm currently doing a rerun of one of my favorite games in my Playstation, and I caught up on Counter strike online gaming with my friends after a long time! Been making it a habit now for like a week now, everyday post dinner!

How're things your end? I'm sure you'd have a great story as well.
Cristina Flaschen
@Jake Wallace we’re all about eComm! LMK if you ever want to collab- our shipping customers are some of our faves!
Shannon K. Murphy
I'm adding more content to our website and challenging myself by creating some funny video concepts for companies around the lighter issues of COVID. I'm in a really creative space and enjoying every second of idea generating.
Arpit Choudhury
Thanks for tagging me @Noah Green! Been working on a couple of interesting projects at work and outside of work.

At work, Integromat just launched a COVID-19 app that enables one to fetch covid stats into their workflows. Essentially built to enable nonprofits and community workers build solutions that need real-time covid data. Landing page with more info coming soon but the app is live (https://www.integromat.com/en/integrations/covid-19).

Additionally, I completed implementing our new growth stack for product analytics (Mixpanel), in-app experiences (Userflow), and lifecycle emails (Customer.io).

Outside of work, I'm building data-led academy (WIP) to enable non-technical folks to learn more about data, understand the process of implementing data-led tools, and leverage product data by asking the right questions. Happy to chat with anyone who needs help with the above.
Stewart Townsend - Channel.Vision
Morning all, so a re think for me simple_smile My contracts for Channel as a Service ended overnight a few weeks ago, joys of contracting so Im closing them out with last weeks where as usual the partnerships Ive built with Google/Amazon/Vonage/Five9 are already starting to bloom ... always the way. In terms of my other project which is to focus on channel facing role people in EMEA based SaaS companies, around news, views and insights. Getting some new headspace around that and time, but also working on my JV project for SMB focused SMS platform to go live and pushing Voda to sign off on the UK contract. Stuff going on simple_smile
Santiago Cura
Great initiative @Noah Green I’m working on videos; we are building dynamic content for videos on wideo.co (we have a Beta and trying to figure out which way to go). If someone is interested in talking, let me know
Kevin Raheja (Typeform)
Share your Twitter links here and let's all follow/follow back each other: www.twitter.com/crabfisher I hope everyone's doing well and staying safe/sane. Can't wait until we can all meet up again for the next SaasConnect.
Stewart Townsend - Channel.Vision
Good morning all, its Friday and a weekend of fun ahead. Walks, Disney+, Walks, Food, Netflix - repeat simple_smile Online learning Im in overload on, but its awesome.
Stewart Townsend - Channel.Vision
Some interesting data here from Google around global movements and lockdown - https://www.google.com/covid19/mobility/
Frans Leys
happy Friday everyone. trying to find good implementations of a product changelog on a public facing website. help inspire PieSync’s product changelog by putting your links in this thread simple_smile
Kasey Bayne (Pocketed)
We had this at Olark: https://changelog.olark.com/
Frans Leys
thanks @Kasey Bayne (Pocketed) - 2 very different styles indeed
Conor Lee
Hi everyone - we put together this list of COVID-related discounts & free SaaS tools for the startup community: https://www.gopersonas.com/covid. If you have discounts not listed here, please feel free to add your company’s discount using this form. Let me know if there are any question, ect! 
Sunir Shah
can you post in --> #forward
Sunir Shah
we’re collating covid response resources there
Conor Lee
@Sunir Shah - yes, I’ll repost there. thanks
Mary Vue
Hi folks! Can you share a good joint marketing platform that you use today? i.e. a platform for co-branding, collateral, email campaign, social etc. for partners?
Dina Moskowitz
HI CSA! I've been getting a lot of very experienced reseller channel executives reaching out to me looking for their next positions. If you are currently in the market for an experienced Channel Chief, Channel Sales Executive, Channel Marketing Executive or Channel Ops executive please reach out to me and i'll see if I have any matches for you. Timing is great to pick up some talented people.
Mason Hensley (HipSpec.com)
Hey @Dina Moskowitz - can you DM me some details?
Dina Moskowitz
HI @Mason Hensley (HipSpec.com) - I don't really have any details except that I know some great, experienced channel execs who are looking for FT work and/or might consider some project work while in the market... I'm not a placement agency and there's no hidden agenda... If you're in the market to hire someone, send me a DM with the job description so i can check it out and see if any of the people who are looking might be a good fit to introduce you to. These are people who typically earn salaries ranging from $60k-$200k depending on their expertise and job focus.
Stewart Townsend - Channel.Vision
Morning from sunshine state of Lancashire, hope all are well and keeping focused.
Noah Green
wave Morning from London @Stewart Townsend - Channel.Vision! Bring on week 3 of lockdown, I’m feeling focused an ready to take on the week!
Stewart Townsend - Channel.Vision
@Noah Green Im feeling brighter and more focused this week. Sunshine helps :-)
Travis Bradley
Good morning from NYC. Sunny day here today!
David Sharpe
With the rapid flurry of updates we have had on Adzooma, the team is hosting a live webinar in one hour (at 16:00 BST) to show how PPC managers and agencies can get the most out of the platform whilst it’s free!

You can register to attend here:

https://www.crowdcast.io/e/stay-home-learn-more-an/register

It would be great to hear from people who we could partner or co-market the platform with. We have a really wide range of users
Sunir Shah
Can you post in #forward where we put tips + techniques + resources for helping us all move forward? I will then gently delete this from #general
Noah Green
Hey @channel wave

Have you heard the news?

It’s almost time for our first EVER pairing in #coffee-time at 10 am PT / 1 pm ET today! rocket

What’s #coffee-time? Good question.

• Starting every two weeks from today, we’re using the popular Donut Slack app to pair members of the #coffee-time channel together for a 1:1 meet and greet. movie_camera _(Here’s how it works)_ woman-running man-running dash dash

You have T-Minus 2 Hours alarm_clock to get into #coffee-time and then you will automatically be paired with another member on the hour. Let me know if you have any questions / need help getting setup!
Stacy L. Carlson
How long should we reserve for the meetings?
Noah Green
Donut will pair you and another individual on the hour but you dont’ need to respond then and there…

You’re free to respond whenever you get a moment, there’s going to be an icebreaker and then it’s up to you to start a conversation that could potentially lead to you organising a call over Zoom with each-other! simple_smile
Noah Green
@channel  This Thursday, 9th April at 10 am PT / 1 pm ET. We’re inviting Kimberly Jefferson, SVP of BlastMedia into #general for a special Ask-Me-Anything tada

Right now, of all times, communications is a critical skill. studio_microphone

How do you talk through the impact of COVID-19 with our partners, customers, internal stakeholders, and the public? When everybody is focused on the pandemic, communications have become especially challenging.

Many of you know @Kimberly Jefferson, SVP at BLASTmedia, the only PR agency dedicated to B2B SaaS. She’s spent March navigating her clients through conversations about the COVID-19 pandemic.

point_down

She’s jumping into Slack this Thursday to help us all get through this more empathetically and effectively.

spiral_calendar_pad Be sure to add a reminder to your calendar:

http://evt.to/uhhimosw
Alex Glenn
Hey friends - The Q1 Agency Partnerships Report is ready and being sent out today! It took us almost 4 months to compile the data, and another week to fully-analyze. I brought in help from @Clodagh Higgins and two researchers to help ensure it's value to all of you.

We're very proud of the data inside so please have a look.
Matt Irving
Thanks for putting this together. Looking forward to checking this out.
Sunir Shah
@Alex Glenn This is an awesome report. Thank you for compiling and publishing it
Stewart Townsend - Channel.Vision
Morning phew sunshine today, stay safe and sane grinning
Noah Green
Afternoon!
Noah Green
Afternoon @here from a relatively sunny London! sunny

Time for some mid-week content to get us to the end of the week! stopwatch 

Did you or your team write or come across any ‘share-worthy’ content over the past week? memo • We’d love to check them out and maybe share them across our social channels ! confetti_ball

If so, drop a link to it in the thread below.

arrow_down arrow_down arrow_down
Noah Green
I wrote out this post, might be of interest from an agency perspective!

https://www.linkedin.com/pulse/during-tough-times-patrick-campbell-noah-kagan-eric-siu-noah-green/
Noah Green
@Casey Meehan have you come across anything interesting over the week?
Cristina Flaschen
We posted this in reads, but crossposting whynot. We spoke to Casey Armstrong - he’s the CMO of ShipBob, where he runs partnerships, and he’s the prior head of marketing and operations at BigCommerce. He shared his thoughts on e-commerce trends, the growing importance of tech partnerships, and how you can get the attention of larger partners. https://www.pandium.com/2020/04/e-commerce-partnerships-an-interview-with-casey-armstrong-cmo-of-shipbob/
Noah Green
@channel rotating_light

Tomorrow at 10 am PT / 1 pm ET we’re inviting Kimberly Jefferson, SVP of BlastMedia into #general for a special Ask-Me-Anything tada

Right now, of all times, communications is a critical skill. studio_microphone

How do you talk through the impact of COVID-19 with our partners, customers, internal stakeholders, and the public? When everybody is focused on the pandemic, communications have become especially challenging.

Many of you know @UA63GSFSA>, SVP *at BLASTmedia, the only PR agency dedicated to B2B SaaS. She’s spent March navigating her clients through conversations about the COVID-19 pandemic.

point_down

She’s jumping into Slack this Thursday to help us all get through this more empathetically and effectively.

spiral_calendar_pad *Be sure to add a reminder to your calendar:


http://evt.to/uhhimosw
James Sandoval (MeasureMatch)
Hey folks. I could use a couple of perspectives from SaaS pros who know the agency/consultancy channel partnerships game inside out. Some of the things I’m looking to learn include pragmatic, simple ideas and approaches for incentives & rewards, performance measurement & data requirements, training & materials best practices, and pitfalls to avoid. Any and all ideas welcomed. I’m not sure how to be helpful back, but maybe take a look at my LinkedIn profile for ideas? https://www.linkedin.com/in/jamessandoval/

I’m easily booked here: https://calendly.com/jamespsandoval   Thank you! James
Neeti
Hi all, Has anyone created a guide for customer success managers community to showcase partner integrations? Can you please share?
Cristina Flaschen
We may be able to help, but I need some clarity. Do you mean using it to educate your customers about the integrations you offer and their features or something else?
Sankararaman
Hello, fine people! Hope you are doing well and are staying safe during these stressful times.

How has your week been so far? I'm curious to listen about the most interesting thing you have been working on, this week. Make sure you don't miss out on sharing anything that you've been doing exciting, apart from work too!
Noah Green
Hello @Sankararaman I’m doing well! It’s very hot in London at the moment, makes a change for once!

On the work side, we’ve been seeing a real shift towards creative marketing efforts! Outside of that I attended a virtual yoga class which was a lot of fun!
Sankararaman
That's great!
Noah Green
How about you?
Noah Green
@channel It’s almost time everyone… wave

Our next Ask-Me-Anything resumes today in 1 hour at 10 am PT / 1 pm ET here in #general with Kimberly Jefferson, SVP at BLASTmedia! studio_microphone

Right now, of all times, communications is a critical skill. 

How do you talk through the impact of COVID-19 with our partners, customers, internal stakeholders, and the public? When everybody is focused on the pandemic, communications have become especially challenging.

rotating_light Get ready to Ask Kimberly anything in Slack to help us all get through this more empathetically and effectively.

Excited to see you there!
Kai Hatchman
@Noah Green I’m excited for this one!
Noah Green
@Sankararaman @Stewart Townsend - Channel.Vision @Cristina Flaschen

Have you got any interesting questions in mind?
Jake Wallace
It's official! Schools closed for the remainder of the year here in PA! flushed
Scott Rogerson
Just saw that announcement. sob
Noah Green
@here We’re back with another exciting AMA in alarm_clock T-Minus 10 minutes with Kimberly Jefferson, SVP at BLASTmedia!

point_right Get your questions at the ready!

Also, some slack etiquette 🧹If you want to jump in and get involved post your questions here in #general and please ensure you keep your discussions around Kimberly’s answers threaded within Slack’s ‘reply’ feature to keep the conversation tidy!

See you in 10!
Noah Green
@channel It is time to get into our next Ask-Me-Anything tada

Thanks for joining us @Kimberly Jefferson it’s a pleasure to have you here in #general for the next hour. studio_microphone

Many of you know Kimberly Jefferson, SVP at BLASTmedia, the only PR agency dedicated to B2B SaaS. She’s spent March navigating her clients through conversations about the COVID-19 pandemic.

Get ready to Ask Kimberly anything in Slack to help us all get through this more empathetically and effectively.

rotating_light_Please keep in mind, if you have something to add, please use the ‘reply’ feature in Slack to ensure we keep these answers and discussions threaded!_ 

point_rightOver to you @Kimberly Jefferson
Kimberly Jefferson
Thanks for having me, all! Ready for your questions on communicating during this unprecedented time!
Anna Julow Roolf
@Kimberly Jefferson I can kick us off! Is there a negative connotation if we posts things on communication outlets (email, social media, our company website) that do not involve COVID-19 as if everything was back to normal?
Kimberly Jefferson
In the past few weeks, we’ve had clients announce new CEOs and key hires and we’ve had clients hold their announcements for fear of looking tone-deaf. We’re assessing each on an individual basis, but our general sentiment is software businesses still have a duty to their customers, partners, employees and investors to keep business moving during this time. So, if you’re at a point in your business to make a key hire, fundraise, or other big moments for your company - announce it and promote it! Other info shared by employees or brands on LinkedIn is also a welcome reprieve from all things COVID - just make sure it isn't joking about or capitalizing on anyone's suffering.
Eric Chan
IMHO, I think it was ok to put COVID in the messaging, but I feel that we need to get past and move on. So in some of the comms that I have suggested, replacing COVID with other terms…
Kimberly Jefferson
@Eric Chan Agree - not every post, tweet, blog needs to include COVID messaging. We all still need to do our jobs and keep our companies running.
Noah Green
I’ve got one from @Arpit Choudhury, who can’t make the hour but would love to get your perspective on this @Kimberly Jefferson eyes

‘What is your advice for companies that have never invested in PR efforts before but are looking to build media relations today?’
Kimberly Jefferson
This may feel like a strange time to embark on a PR relationship, but we've had 10 new clients sign new contracts with our firm in the last month - some due to conversations we were already having and some due to needing help communicating through the crisis. If budget allows at this time, sourcing professional expertise to get through this time and beyond is paramount. If you're going it alone, stick to trade media focused on your target buyer audience right now. National media are mostly focused on public health concerns.
Anna Julow Roolf
@Arpit Choudhury There are also still journalists proactively looking for sources. HARO is a great resource > https://www.blastmedia.com/2019/10/01/what-is-haro/
Arpit Choudhury
Thanks @Noah Green for asking on my behalf and thanks @Kimberly Jefferson and @Anna Julow Roolf for your responses.
Kai Hatchman
Hey @Kimberly Jefferson here is another one for you that I have been thinking about for a while now! should we created a webpage for coronavirus-related updates? What kind of information should be on that page?
Kimberly Jefferson
Good question - this is dependent on the audience for the updates. If you’re only giving updates about the status of your employees working from home, that should be an internal message and doesn’t require a landing page. If you have a COVID-19 related offer, like a free three-month trial or an update to your partnership program in response to the pandemic, etc., then a landing page makes more sense.
Noah Green
I’m seeing a ton of companies giving advice / outputting marketing announcement’s at the moment, there’s a fine line to getting these communications right to be perceived in the best light…

Do you have any guidelines / advice for not saying anything cringeworthy during this sensitive time?
Kimberly Jefferson
Yes, navigating comms during this time is like walking a tightrope. A few points to consider 1) Bring in more opinions than you normally would. Especially if a message is COVID-related, get multiple eyes inside your company on it before pushing out. 2) In this time of leaked memos from VCs and sensitivity around any message, consider any message you send internally or to trusted customers/partners as a possible external message. Don't say anything to them you wouldn't want to see published and 3) If you're considering a special offer (free software, updated partner comp) consider why you're doing it - are you doing it to help or just drive positive PR? If it's the latter, skip it. People will see through it.
Sunir Shah
A lot of layoffs. How do you empathically talk to your organization about drastic changes? And message the public about your viability and also how you treated your staff?
Kimberly Jefferson
Internally, a lot of companies are having to make tough decisions right now, so if layoffs are necessary to communicate them clearly, with empathy and as 1:1 as possible for your organization size. To employees that aren’t laid off, be transparent on why you believe you need them and their talents and the impact they can make for the business at this time. Put them at ease that they won’t be next or you’ll have a voluntary exodus after the involuntary one. With the media, layoffs are not something private companies have to disclose proactively, but I would have a statement on hand ready for any inquiries. Keep it short, factual and sympathetic to those you had to layoff. TripActions had a good statement: “[We] made the very difficult decision to reduce our global workforce in line with the current climate,” TripActions wrote in the statement. “We look forward to when the strength of the global economy and business travel inevitably return and we can hire back our colleagues to rejoin us in our mission to make business travel effortless for our customers and users.” “This global health crisis is unlike anything we’ve ever seen in our lifetimes, and our hearts go out to everyone impacted around the world, including our own customers, partners, suppliers and employees,” it added. “The coronavirus has had [a] wide-reaching effect on the global economy. Every business has been impacted including TripActions. While we were fortunate to have recently raised funding and secured debt financing, we are taking appropriate steps in our business to ensure we are here for our customers and their travelers long into the future.”
Casey Meehan
Hi @Kimberly Jefferson! I have a couple clients considering rolling out big new features or new versions of their software. They are trying to decide if they should hold off on these announcements/launches or move forward with them. What are your thoughts on making this decision? On one hand, this may be a good time as many folks are at their computers, on the other there is obviously tons of noise right now. Let me know your thoughts. Thanks!
Kimberly Jefferson
In most cases, we're recommending moving forward, but dependent on the target audience and vertical. We've been tracking publications over the last three weeks in a few key verticals (HR, IT, marketing, retail, education and finance trades) as well as national tech, and seeing only about 50% of coverage mentioning COVID-19/coronavirus. So, this shows buyer-facing media is still looking for the same kinds of news they always have from software companies. But, for announcements aimed specifically at hospitality/retail, education and HR, we’re being more cautious about what we share, as those trades specifically run more like 55%-72% of articles surrounding COVID-19. Any specific verticals your clients would be targeting?
Casey Meehan
These are helpful stats. Thanks! Re: verticals... one is healthcare (probably going to pause on that) and the other is more general wide-reaching B2B tool for almost every vertical..
Anna Julow Roolf
@Kimberly Jefferson likely has some more insights on healthcare, but this blog could also be a helpful resource, @Casey Meehan> https://www.blastmedia.com/2020/04/07/trade-media-and-covid-19-what-to-know-about-press-outreach/
Kimberly Jefferson
Yea I'd press pause on the healthcare one if it doesn't directly help during the pandemic and go forward with something more general, being mindful of who you pitch to.
Stacy L. Carlson
Hi @Kimberly Jefferson This actually came up in a recent meeting. We have been doing press releases for a while, but have no idea what or how we should be tracking them. Thoughts?
Kimberly Jefferson
Good question, Stacy. We think of press releases as another marketing asset, a tool in our PR toolbox. So, I'd measure their efficacy as you would with another asset, like a blog, with some additional metrics if you're amplifying the release through press outreach. If you're hosting the release on your site - does it rank in search for the keywords you're targeting? Is it a high-performing post relative to other content? If you're issuing via a wire service like BusinessWire, did anyone click your included links? Share it on social? If you're writing press releases with the goal of earning press coverage, they'll have to be pitched specifically to individual, fitting media contacts. Did they respond? Repost the release? Write an original story? We also have a blog on determining if your release should go on a wire service, in case that's helpful. https://www.blastmedia.com/2016/10/20/press-release-go-wire/
Kimberly Jefferson
Also, consider the audience for your release. Is it actually the press or more likely investors, partners or customers. You can better measure the impact if you clearly define the audience. Using a release in customer newsletters, investor conversations and partner training can be ways to measure if the release was worth your team's time.
Stacy L. Carlson
Thank you!
Kimberly Jefferson
Great questions so far! Keep 'em coming
Noah Green
@Kimberly Jefferson Some companies are stepping up/doing amazing things for the community right now (like Zoom offering free software for K-12).

How can you get good PR during a time like this?
Kimberly Jefferson
If you have an offer that can help the community, but all means promote through PR and other marketing channels to get the word out. Just make sure it isn't a thinly veiled marketing campaign, but a genuine offer that could actually help. Other than free offers, many journalists are looking for sources to talk about leadership during these times, best practices for business continuity, etc. Services like HARO, QWOTED and even Twitter can uncover these journalists who need sources in short order.
Noah Green
@here That’s a wrap clapper

@Kimberly Jefferson thanks for joining us, it’s been great having you in #general over the past hour!

Remember if you want to continue the conversation with Kimberly you can connect on LinkedIn here rocket

Thanks for getting involved in this everyone!
Casey Meehan
Thanks @Kimberly Jefferson / @Noah Green!
Kimberly Jefferson
Thanks all for your questions and participation! Happy to answer any follow up questions you may have.
Noah Green
Thanks again really enjoyed this one!
Sunir Shah
Thank you @Kimberly Jefferson! This was amazing
Noah Green
Wishing you all a Happy Good Friday everyone! moyai and Chag Sameach for anyone that’s celebrating Passover! tada
Jake Wallace
Same to you @Noah Green!
Sunir Shah
I think we can all agree the powers that be really outdid themselves for Lent this year. Well done, cosmos.
Sunir Shah
Hats off to the Passover re-enactment society who have really outdid themselves this year.
Sunir Shah
I hope everyone reconnects with their loved ones some way this weekend and takes time to be grateful for what we have despite the troubles we are in. I suppose that’s what these holidays are about.
sudhir
#general A couple our customers have short term opportiunities for Partner marketing folks, high level skills content creatiion for To-Partner, Through-Partner and With- Partner marketing. Please DM me if you know of anyone looking for opportunities
Kenny Browne
Hey folks, I am doing some research into how my company should manage list share and co-marketing opportunities with technology/integration partners. If anyone has experience adding those to their tech partner programs I would love to get more ideas.
Sean Saint
@Sean Blanda (Crossbeam) Crossbeam may solve some of these challenges
Krystina Nguyen
Was also going to recommend Crossbeam! Awesome tool - we love it
sudhir
Just to clarify - the list will be shared by you to partners or you are looking for overlap list from partners
Sean Blanda (Crossbeam)
We’re working on an interview series rn about this! For now we’ve written some more general tactics. Happy to provide more color via DM!

https://blog.crossbeam.com/4-ways-to-get-new-customers-using-partner-data

https://blog.crossbeam.com/how-to-execute-a-co-marketing-motion-to-the-right-people-every-time
Sean Blanda (Crossbeam)
and a page from our recent 2020 State of the Partner Ecosystem report:
Sean Blanda (Crossbeam)
Sean Blanda (Crossbeam)
(you can get the entire thing here: https://blog.crossbeam.com/2020-partner-ecosystem-report)
Kenny Browne
Thanks everyone. I will look through Crossbeam.
Sean Blanda (Crossbeam)
@Kenny Browne if you’d like more context, I’d be happy to have someone on my team reach out.
Sean Saint
@Sean Blanda (Crossbeam) interesting that webinars are most common - do you have data on what’s most effective? ie. what do partners find to be most helpful?
Sean Blanda (Crossbeam)
thats literally what we’re putting together now
Sean Blanda (Crossbeam)
early evidence isnt going to be satisfying: that it very very much depends on market, company size, and product
Sean Blanda (Crossbeam)
one hypothesis I have is that a lot of partnerships require a scientist-like mindset: quickly moving through available co-marketing tactics to see what works for your unique situation. But, again, still fleshing that out!
Sean Saint
all really helpful information, thank you cc: @Alli Holt @Natalie Rojas
Kenny Browne
My guess here are that we will likely have to have different canned approaches because if we use one then it will get repetitive and the message will stop landing. So most likely we will need to have a program that iterates through these options but still manages to keep the message conveyed relative.
Kenny Browne
Interested to hear other peoples thoughts and experiences. IMO what not to do can be more valuable than what to do.
Sandeep Shah (Webtrends Optimize)
Hi folks. I'm trying to get in touch with anyone at one of the cloud e-commerce platforms (Shopify, Big Commerce, Magento, etc.).

We've got a growing group (currently just over 100 individuals) that are offering our skills in the Conversion Rate Optimisation space for free to companies that have been affected by COVID-19. Our goal is to try and help companies survive as best we can, using skills we exercise for companies/agencies on a daily basis. We're on track to have given away over $100k of services for free, and are more than happy to continue well past that target into the coming weeks/months as long as we continue to find companies we can help (big or small).

As part of this, it'd really help to talk to someone at the big e-comm platforms about how to broadcast the message, and make sure that people know that this support is out there for those who need it.

If anyone else reading this has a valid suggestion, I'm happy to entertain anything at the minute! The more people we can help the better.

Thank you!
Deeksha
Hi Sandeep, this is a nice gesture and it warms me to see people trying to help others out in these times. Would you like me to share your message with some other Slack channels as well?
Arpit Choudhury
Nice initiative. You can move this message to the #forward channel (meant for similar offerings).
Arpit Choudhury
The Integromat community has over 4k people and a bulk of our partners and customers use ecom apps you have mentioned. LMK if you'd like to share your message there.
Sandeep Shah (Webtrends Optimize)
@Deeksha @Arpit Choudhury yes please! more than happy to see the message go out into other communities, that'd be a great help. Just let me know what you need from me, if anything.
Stewart Townsend - Channel.Vision
Hi @Sandeep Shah (Webtrends Optimize) Im in a private group of 1000+ nomadic digital entrepreneurs who I would say a high percentage are ecommerce or FBA based. If you want to link or DM me the offer I can push out into there. They are a global bunch
Sandeep Shah (Webtrends Optimize)
Thanks Stewart! I'll write up something and perhaps spin up a web page that better describes what we're upto, and get that over to you today.
Adrienne Coburn
Hi Sandeep! This initiative is taking place to help match agencies + merchants in the ecommerce space: https://offline2on.com/ You can submit your offering and get paired with retailers looking for support.
Donovan Roehr
Love this Offline2On page ^ Just submitted our company, Flywheel, to help out with the platform support.

@Sandeep Shah (Webtrends Optimize) I work at Flywheel, one of the largest WordPress hosting companies in the world. Send me whatever info you have on the partnerships you have currently put into place and I will see if it is doable with us.
Sandeep Shah (Webtrends Optimize)
@Adrienne Coburn - thanks for the tip. I've submitted our business on there - happy to help anyone we can to get online and to do well once they're there.
Sandeep Shah (Webtrends Optimize)
Thanks to everyone for the tips so far. Have sent you all messages individually given the limitations on threading in Slack.
Simon Turner (LearnUpon)
Hey Everyone, Simon from LearnUpon here. Great to be part of this. Happy to have a chat about all things partnerships. right-facing_fistReach out if I can help! wave
Noah Green
Hey @Simon Turner (LearnUpon) welcome to the community it’s great to have you in here!
Milka Randjelovic
Welcome @Simon Turner (LearnUpon) smile
Simon Turner (LearnUpon)
Hi @Milka Randjelovic! wave
Heather Delleney
Hi Simon! Curious how you use your product to create killer partner training programs? I’m in the process of getting Heap’s first partner training launched and am looking at LMS’s like LearnUpon
Simon Turner (LearnUpon)
Hey @Heather delleney! Thanks for the welcome! Great to hear you are interested in LearnUpon. Could you tell me a little about your company?

LearnUpon is especially suited to Partner Development. It is actually how I came across LearnUpon before I even joined!

I would be delighted to introduce to one of the team to have a chat but in the meantime here is a link to a blog post on it - https://www.learnupon.com/blog/channel-partners-resellers/

How best would you like me to introduce you? Via email or a Zoom call? Maybe DM me your details and we can go from there.
Noah Green
Morning Everyone wave

I hope you all had a good Easter / Passover rest, it was needed!

• I’ve been so impressed with seeing everyone come together sharing their new creations throughout our community from New Services, Partnership Opportunities, Summits, Case-Studies to Affiliate Programs we’re stronger than ever and moving #forward fast_forward fast_forward • As a community, there’s still a ton of opportunities from supporting a fellow members post around their new initiatives through to collaborating around potential partnerships and the list goes on!

point_right What are YOU working on? What do YOU need help with?

Let @channel know in the thread below so we as a community can help each-other move #forward mega
Noah Green
I’ll start before COVID-19 I was on a mission to interview marketeers speaking to marketeers who are heavily involved in their customer’s data journey learning about what matters to them, from valuable marketing lessons to what’s in their stack.

This has been halted so I’m looking for Head’s of Growth, Heads of Marketing & Performance Marketing to interview over Zoom. Let me know if you would be interested in helping me move #forward
Sunir Shah
I’m trying to close the rest of my preseed round for AppBind (We’ve raised $644k out of $850k), and onboarding more agencies and SaaS companies looking to simplify how to resell SaaS.

I’m also working diligently in the background to get the CSA’s operations back on track and I’m thankful @Noah Green and @Kai Hatchman have taken leadership here in the community.
Stewart Townsend - Channel.Vision
Im working on channel.vision which is focused on European SaaS companies partner peeps. Basically bringing news, views and insights from key channel people within the EMEA SaaS sector. Very focused simple_smile If you fit the bill message me as looking to kick start of interviews/podcast in next few weeks.
Sunir Shah
@Stewart Townsend - Channel.Vision we’re syndicating partner content through the csa; please email and we’ll amplify
Brandon Lytle
I think this was discussed in this channel in the past but has anyone successfully or epically failed implementing a Slack instance for your partners? Bad/Good Idea? Anything learned? Best Practices?
Steve Stewart / Smartsheet Channel Chief
Hi Brandon--- I recently interviewed a woman for a role on my team in Australia, she is in the App Software space and has large, complex partners with many sales people to enable. she reported success with Slack in this usage. I was quite intrigued with the idea and it sounds quite efficient -- esp if the partner is already a big Slack user.
Adam Michalski
+1 we use Shared Slack Channels for all our partners. Very helpful in back/forth communication on accounts.
Janine Perro
hey @Brandon Lytle we implemented a shared slack channel for our partners but have guidelines. It's been a huge success and really great to see partners helping one another out simple_smile so plus 1 from me
Sandeep Shah (Webtrends Optimize)
we've done it with people we work closely with, and that's been hugely successful.

also considered doing it with agencies we're starting to partner with, and they've been incredibly grateful for that level of support. It goes way beyond what anyone else would be willing to give them.

it's hard to scale, but if the relationship is worth enough i guess it's worth doing.
Brandon Lytle
Awesome. Thanks for the insights everyone - is this how you've typically implemented it? https://slackhq.com/how-to-bring-outsiders-into-your-teams-workspace . My concern was to @Sandeep Shah (Webtrends Optimize)’s point that its hard to scale and it looks like that solution doesn't scale very well. I was hoping Slack would have a solution that would create a Slack Instance that exposed them to the internal Partner and Tech team, however they wouldn't have the ability to see the other partners who have access.

Sounds like we should just offer it to a few strategic partners
Sandeep Shah (Webtrends Optimize)
Yes - those are shared channels and are how I've done things. The difficulty to scale is around effort - the reality is that you're providing a more personal service to people, and depending on who those people are, it might require a lot more of your time to make sure they're getting a decent service from you.

Shared Channels are only visible to those within the channel, so other partners wouldn't be able to know which other shared channels you have - in that sense, it is indeed scalable.
Brandon Lytle
perfect. thanks again
Maddy Martin
question here - does it become a new "support" request channel and do i need a support team member on it? that is my main fear about doing slack instead of a FB group which we have had success with
Brandon Lytle
That's one of my main fears as well but I think by setting the right expectations and best practices with the partner may help to avoid that conflict.
Arpit Choudhury
We've done it successfully at Integromat. However, we have less than 200 people in there so it works fine! Sometime partners do bring up issues and someone from our team responds but at the same time, they do understand that it is not a support channel. It is important to set the context and expectations early on.
Janine Perro
@Brandon Lytle for scalability, we use nuture tracks that are automatically sent upon being a partner
Eric Harrington
Does anyone have a direct connect to someone at Microsoft Dynamics integration/partnership?
Maddy Martin
I can ask my microsoft contact for the right intro if you can explain what you need it for and who you are simple_smile
Maddy Martin
best thing is to email me at and then i can fwd
Cristina Flaschen
If Maddy can't, I can help! Direct message me if you need
Stewart Townsend - Channel.Vision
Hi @Eric Harrington if Maddy or Cristina cant help, DM me. Need some context but I work with MS and at present we are building integration to dynamics so assume we have right contacts there simple_smile
Ryan Lunka
Just out of curiosity, which Dynamics product?
Mikey Henninger - Accelity (SaaS Marketing)
Goooooood morning everybody! Great to meet you all! I had a great conversation with @Sunir Shah yesterday and I'm very excited to join the community. I just want to be a resource and help however I can, so please don't hesitate to reach out! simple_smile
Jake Wallace
welcome to the community!
Mikey Henninger - Accelity (SaaS Marketing)
Thank you, Jake!
Sunir Shah
But Mikey, What do you do? And how can you help? (Said in worst radio ad voice ever)
Mikey Henninger - Accelity (SaaS Marketing)
hahahaha....I'm the Director of Sales (gasp...bad word) over at Accelity Marketing. We're a HubSpot/INBOUND marketing firm that works exclusively with SMB SaaS Companies, driving ideal-fit demo requests and MQLs through targeted content and methodology that makes sense for small to mid sized businesses.
Mikey Henninger - Accelity (SaaS Marketing)
Typically the companies we work directly with have very good platforms but often don't have a strong marketing arm. Many even struggle to communicate the value of their tools, or discuss complex topics in easy-to-understand ways. We help bridge that gap and position our Partners as industry and thought leaders.
Mikey Henninger - Accelity (SaaS Marketing)
All that said, I'm not here to sell. I'm here to be a resource however possible. We've been having a lot of meetings regarding marketing and sales strategy during and after COVID-19, for example, happy to share insight there, discuss marketing plans in general, sales messaging, etc.
Mikey Henninger - Accelity (SaaS Marketing)
As an example, we (Accelity) have been hosting weekly "COVID-19 Open Forums" on Zoom for professionals to join and discuss their questions, challenges, insight, etc. during this Pandemic. We're all working together to figure this out and have come away with some great key takeaways already after just three events.
Dominic Panamkuzha
Fastest growing products in 2020 SurveySparrow is featured as the fastest growing products globally

https://www.g2.com/best-software-companies/fastest-growing
Noah Green
How are you all doing today? wave Hello from London!

Just a reminder rotating_light @channel

Two weeks ago we launched a fantastic new initiative across our community… #coffee-time coffee️ This has resulted in a ton of learnings and new relationships between everyone in the channel!

@Reid Robinson from Zapier shared with us in #coffee-time speech_balloon “*I had a great time connecting with @Briana Strauss. We both shared the struggle that many partnerships people are facing right now with no conferences or in-person visits. But things like this are a great way to continue networking right now. simple_smile

It’s great to see everyone taking full advantage of our integration with Donut to overcome the challenge that we’re all facing right now, which leads me to mention:

• *Our second pairing will commence on Monday April 20th at 10 am PT / 1 pm ET
Head to #coffee-time rocket to get involvedAll you need to do is be a member in this channel. No profiles are created and you will automatically be paired up with another member of #coffee-time bi-weekly on Mondays.

Let me know if you have any questions about the process, just drop me a message!
Dina Moskowitz
Hey CSA - Thought you'd be interested in this workshop:

ChannelChiefs: this workshop will guide you through the the best way to build your hyper-targeted ideal reseller partner persona to share with you team, your distributors, your channel marketers and to deploy with your channel advertising. If you want the best partners, you have to work through this exercise. Weekly on Thursdays 11am ET / 8am PT. Register here: https://bit.ly/2ULciyQ
Sunir Shah
Happy Friday! What did everyone get done this week?
Sunir Shah
Despite the turbulence, it’s important to keep a system in place. I’m slashing through the mountain of action items and emails built up during March madness, building better processes, and onboarding new staff. If you can’t build a bigger business, you can build a better business.
Eric Chan
anyone here know and recommend VAR or SIs for SaaS? Looking to learn more
Ryan Lunka
I _think_ I can help. Not totally clear what you're looking for. DM me and we can set up a time to chat.
Noah Green
Let’s start off our Monday right, with some virtual networking… mega

LINKEDIN CONNECTION THREAD star-struck

So, we’re all working from home and more so reliant on tapping into our network now more than ever… I’m seeing a lot of new faces around here and people sharing their LinkedIn profile’s across various channels within our community.

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down

Leave your LinkedIn URL in this thread!
Noah Green
T-Minus 3 hours until our next pairing over in #coffee-time at 10 am PT / 1 pm ET today! rocket

So how does #coffee-time work?

• We’re using Donut to power pairings between anyone in the channel #coffee-time  doughnut • All you need to do is a be a member in this channel. No profiles are created and you will automatically be paired up with another member of #coffee-time bi-weekly on Mondays. • If you aren’t able to talk with you pairing at the allocated time above, do not worry! You can circle back and start up a discussion whenever you get a moment, the timing just outlines when you and another member of #coffee-time will be paired!

Head to #coffee-time if you want to get involved and who knows… Maybe we might get paired this time!
Laurie Cutts
We hosted a webinar with a partner recently and now have a significant roster of qualified leads. I was wondering if you advice on how to attribute/credit this to partner marketing efforts and track in Marketo and Salesforce.
Noah Green
@Paddy McGill has a coordinated a ton of webinars, so might have some thoughts here?
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey @Laurie Cutts I used custom/bespoke landing pages and checkouts for our users when I was at Thinkific. I you wanna hop on a call I Would be happy to help you with any questions.
Asher Mathew
LeadSource: Partner (In SFDC) Primary Campaign: Partner (In Marketo & SFDC)

When folks register they should registers via specific landing pages which have primary campaign name hard coded.

Happy to jump on the phone to help
Noah Green
@channel For our next Ask-Me-Anything, we’re doing things differently…

movie_camera We’re going LIVE via Zoom and opening the floor to you ahead of time to ask questions via Slido!

-- So without further ado,

I’d like to announce this Thursday, 23rd, April at 10 am PT / 1 pm ET we’re inviting Cody Jones, Global Head of Partnerships at Zapier into #general for a very special AMA! rocket

Cody Jones is the Global Head of Partnerships at Zapier, the leading platform for integrating and automating your SaaS apps. Zapier has cracked the code on working with partners to distribute their product, with over 6M users and thousands of SaaS partners.

Having spent his entire career in the SMB/Automation space, Cody is passionate about the intersection of technology and small business, and specifically the channels that enable them. Cody is a “scaler”, having grown Infusionsoft / Keap from 7 to 700+ employees and now Zapier from 30 to 350+, and is a seasoned SaaS executive focused on growth. chart_with_upwards_trend

point_right @Cody Jones (Zapier) will be hosting a live AMA via Zoom where he will be available to answer any of your questions about building a thriving partner ecosystem.

spiral_calendar_pad Be sure to go ahead and add this one into your calendar: https://www.addevent.com/event/wx4800079

man-running Make sure to add your burning questions into Sli.do ahead of time: https://app.sli.do/event/f2hgvl2k
Anna Julow Roolf
Cody joined the SaaS Half Full podcast earlier this year and it was great episode! If you need some AMA question inspo, here's the link: https://podcasts.apple.com/us/podcast/004-treat-your-partners-how-youd-like-to-be-treated/id1484862941?i=1000466017917
Kevin OBrien
Hi All - Vidyard is hiring a Partner Manager - see post here: https://boards.greenhouse.io/vidyard/jobs/2168942. The ideal candidate will have experience working with consultancies and training companies on both sell-through and incorporating services into Vidyard's offering. Feel free to email me with questions;
Jake Wallace
@Kevin OBrien can you post this in Jobs? Also, use this link to post on the website too!

http://www.cloudsoftwareassociation.com/jobs/
Noah Fireman
@Kevin OBrien Are you open to remote employees?
Noah Green
Hey everyone, @here from a still strangely sunny London! sunny

It’s Wednesday and you know what that means… Mid-Week content to get us through to the end of the week! stopwatch 

Did you or your team write or come across any ‘share-worthy’ content over the past week? memo

• We’d love to check out your posts and potentially share them across our social channels / newsletter! confetti_ball

If so, drop a link to it in the thread below.

point_down
Arpit Choudhury
Hey! I'm sure many have already gotten to this one from Andreessen Horowitz: https://a16z.com/2020/04/18/its-time-to-build/
Noah Green
This one by Tomasz Tunguz from Redpoint Ventures really stood out to me: • Discussing how COVID-19 is impacting budgets https://tomtunguz.com/revenue-collective-survey/
Stewart Townsend - Channel.Vision
Interesting survey data from Revenue Collective, interesting to see how many people in the group are a member of RC?
Arpit Choudhury
Not me
Arpit Choudhury
Do you have a link @Stewart Townsend - Channel.Vision?
Stewart Townsend - Channel.Vision
@Arpit Choudhury https://www.revenuecollective.com/ I know a few people in the London chapter and they have found it super helpful and insightful. Getting access to CEOs and being able to share pain points but also quick answers to questions where they may not have the full skills to make a decision.
Arpit Choudhury
Thanks for sharing Stewart!
Shannon K. Murphy
If we're talking COVID impact, I found this interesting - https://insights.newscred.com/impact-of-coronavirus-on-marketing-teams/
Noah Green
Hey @channel wanted to give an update wave

Tomorrow at 10 am PT / 1 pm ET w*e’re inviting Cody Jones, Global Head of Partnerships at Zapier into Zoom for another exciting Ask-Me-Anything! rocket

*Want to get involved?


Get your questions locked in ahead of time via Sli.do: https://app.sli.do/event/f2hgvl2kAdd the event into your calendar so you don’t miss it: https://www.addevent.com/event/wx4800079 -- Some background…

Cody Jones is the Global Head of Partnerships at Zapier, the leading platform for integrating and automating your SaaS apps. Zapier has cracked the code on working with partners to distribute their product, with over 6M users and thousands of SaaS partners.

Having spent his entire career in the SMB/Automation space, Cody is passionate about the intersection of technology and small business, and specifically the channels that enable them. Cody is a “scaler”, having grown Infusionsoft / Keap from 7 to 700+ employees and now Zapier from 30 to 350+, and is a seasoned SaaS executive focused on growth. chart_with_upwards_trend

@Cody Jones (Zapier) will be hosting a live AMA via Zoom where he will be available to answer any of your questions about building a thriving partner ecosystem.

Hope to see you there!
Stewart Townsend - Channel.Vision
Evening/Afternoon - anyone in the group from Monday.com ? Trying to get some details on educational discounts for my charity school.
Jake Wallace
Elina isn’t in the community. @Sean Blanda (Crossbeam) can you invite her?
Sean Blanda (Crossbeam)
@Elina Papernaya is now here, @Stewart Townsend - Channel.Vision
Thomas (SaneBox)
Looking for an alternate provider, we currently use VeraSafe to handle GDPR + Data Protection. Interested in seeing who you guys use/recommend
Noah Green
Heads up @channel

rocket Our next Ask-Me-Anything resumes today in 1 hour at 10 am PT / 1 pm ET with Cody Jones, Global Head of Partnerships at Zapier!

Want to get involved?

• Join our Zoom link: https://zoom.us/j/99945178422 Where we will having our first ever live AMA kicking off on the hour! • We’ve opened the floor to questions ahead of time so get your questions locked into Sli.do here now: https://app.sli.do/event/f2hgvl2k Some background on @Cody Jones (Zapier) to help you formulate your questions!

Cody Jones is the Global Head of Partnerships at Zapier, the leading platform for integrating and automating your SaaS apps. Zapier has cracked the code on working with partners to distribute their product, with over 6M users and thousands of SaaS partners.

Having spent his entire career in the SMB/Automation space, Cody is passionate about the intersection of technology and small business, and specifically the channels that enable them. Cody is a “scaler”, having grown Infusionsoft / Keap from 7 to 700+ employees and now Zapier from 30 to 350+, and is a seasoned SaaS executive focused on growth. chart_with_upwards_trend

See you soon simple_smile
Noah Green
@Ash Esmaeili & @Mike Stocker -> Check out the sli.do to submit your questions ahead of time muscle
Cody Jones (Zapier)
Excited to see you all shortly! Also, I may have some questions for you all since this will be a good interactive chat via Zoom.

Looking forward to it, everyone!
Cody Jones (Zapier)
Also, quick tip - you can “like” questions via Slido to vote them to the top. Feel free to add your own or like the questions that resonate with you the most and I’ll address those first!
Ze Proenca
Hi everyone!
Cody Jones (Zapier)
Wow, is this real life? Welcome, Ze! Glad to have your brain here!
Ze Proenca
I couldn’t stay away from your session bud hahaha
Noah Green
Hey @Ze Proenca welcome!
Noah Green
wave We’re back with another exciting AMA in 10 minutes this time with a TWIST! We’re taking this opportunity to move things forward and transition over to Zoom where we will be having an exciting AMA.

We’re welcoming Cody Jones, Global Head of Partnerships at Zapier into our LIVE Zoom room! rotating_light

@channel Have a question for Cody?  point_right Get your question answered in Zoom and added ahead of time into Sli.do here: https://app.sli.do/event/f2hgvl2k

See you in Zoom shortly: https://zoom.us/j/99945178422

Please note we’re making this available after if you’re unable to attend the live session.

See you in 10!
Noah Green
@here It’s time! Let’s get started with our next AMA.

mega Today we’re welcoming an exciting guest Cody Jones, Global Head of Partnerships at Zapier into our new format via Zoom! 

Thanks for joining us today @Cody Jones (Zapier)

We’re going live now over there so join us and get involved! Cody will be available to answer any of your questions about building a thriving partner ecosystem.

Please head to Zoom via: https://zoom.us/j/99945178422

I’ll let everyone head into Zoom now and see you all there for this hour!
Noah Green
Thanks @channel for joining our AMA I really enjoyed the new format! rotating_light

Thanks @Cody Jones (Zapier) there were a ton of lessons in there to takeaway! Really interesting to hear more about your perspective on building out a thriving partner ecosystem.

I’ll share the recording in here over the next day or so* + If you wanted to continue the conversation with Cody you can ping him via Slack or connect on LinkedIn here: https://www.linkedin.com/in/codyjayjones/

Thanks again!

*React to this message if you liked the new format via Zoom
mega
Cody Jones (Zapier)
I’ll try to take a crack at the rest of the unanswered questions later today/tomorrow. Thanks again, everyone! wave
Noah Green
Thanks again!
Manoj Ranaweera
Hi all

We started a little project in the UK and wonder whether it might fit the US as well.

Could you take a look at https://furloughed.life please?

In the UK, a significant proportion of the workforce is furloughed. Level of anxiety and potential for mental illness to creep in is high. This could create a secondary problem. Assume it’s no difference in the USA.

At the same time, tech startups are in trouble due to lack of new customer sign ups, unless of course you are Zoom and the like.

So the idea is those furloughed volunteering to help the startups in exchange for learning new skills and gaining startup experience.

The idea came to me on 1st April and the site is clunky. But we had the first transaction on 20th, I.e. a volunteer securing an opportunity.

Let me know what you think please. Thanks
Casey Meehan
Really cool idea. I will look into it soon!
Sunir Shah
We’re keep track of these opportunities in #forward. Please cross post it there!
Manoj Ranaweera
Just discovered the channel. Thanks @Sunir Shah
Manoj Ranaweera
Thanks @Casey Meehan
Manoj Ranaweera
My email if you want to know more.
Casey Meehan
Thanks @Manoj Ranaweera!
Noah Green
It’s Friday! clap

Another week is coming to a close! (_albeit the weeks are blending together as I work from home!)_

mega Let @here know:

What did you achieve this week?What are you doing this weekend!? Hope you have a good day!

p.s. I’ll be sharing the recording of our first ever Ask-Me-Anything held over Zoom later, with @Cody Jones (Zapier), Head of Partnerships at Zapier!
Noah Green
• We achieved our first AMA over Zoom championed by Cody, it was awesome to see everyone come together as a community in one Zoom! • This weekend I’m going to get outside and change it up, enough screen time, so I’ll be going for a walk around the lake near my flat.
Jake Wallace
• Closed 2 promising partnerships in the Website Builder & Forms space!
Jake Wallace
• Indoor home projects happening here during this upcoming wet weekend. It's crazy what a little paint can do to a space!
Chase W
It was a really great week at Doist!

• We finalized our backend integrations with PartnerStack - one step closer to launching our upcoming Ambassador program raised_hands • Had a nice product demo with the Crossbeam team, who I was introduced to via @Sean Blanda (Crossbeam) here simple_smile (awesome content, btw!), and another with HubSpot. Both offering products that will help us evolve our channel strategy. • I also had a great time at the Remote Aid event. We were able to showcase Twist to hundreds of potential teams and speak on how to make remote work, work. • I missed the AMA w/ Cody last night but am looking forward to catching the recording. • This weekend I'm going to disconnect from the laptop and hopefully enjoy some warm Mediterranean weather on the terrace sunny
Noah Green
Wanted to remind you all if you’re looking to #meetup at home we’ve launched #coffee-time coffee rotating_light

bulb What does this mean?

• Head to #coffee-time where over 70 of us who are ready to step outside of our isolation and start networking again! • All you need to do is a be a member of #coffee-time and you’ll be paired up with another member of #coffee-time bi-weekly on Mondays. _+ No profiles are created it’s all done automatically!_ Note: If you aren’t able to talk with you pairing at the allocated time above, do not worry!

You can circle back and start up a discussion whenever you get a moment, the timing just outlines when you and another member of #coffee-time will be paired! alarm_clock
Jenna Ochoa
Does anyone here have a preferred tool for publishing a PDF presentation online to make the slide deck easy to click thru for the viewer? The only one I'm familiar with is slideshare - anyone have a favorite?
Noah Green
I know SproutSocial use something called Showpad and engage their pipeline by sharing relevant content in there! Very cool :)
Alex Glenn
You can use a pdf converter to turn it into an mp4 - I sometimes prefer those - and you can load it to YouTube then for more seo and other traffic @Jenna Ochoa I use https://www.zamzar.com/
Alex Glenn
If your blog is Wordpress, download this pdf embed plugin: https://www.wonderplugin.com/wordpress-pdf-embed/#tutorial
Eva Fayemi
@Jenna Ochoa, try https://www.beautiful.ai/ !
Steven Larsen
Looking for a spreadsheet / tool to score potential M&A targets, both quantitative and qualitative metrics. Does anyone have a spreadsheet template you could share?
Sunir Shah
You should ask Conan!
Steven Larsen
Thanks Dustin! @Sunir Shah, yep I got something from Conan.
Paddy McGill (PartnerPixel and Other SaaS Companies)
Gratitude Alert! - Shout-out to @Laurie Cutts for a great conversation around webinars and partnerships today, thank you simple_smile
Laurie Cutts
@Paddy McGill (PartnerPixel and Other SaaS Companies) - Can't thank you enough for all of your great advice on webinars and partnerships. Thank you so much!
Jake Wallace
call_me_handHave a great weekend everyone!!!! beers
Stewart Townsend - Channel.Vision
Good morning all and hope it is a great week for you all
Noah Green
Thanks @Stewart Townsend - Channel.Vision!

What are you working on this week?
Trevayne O’Brien (Skylark Platform)
Hi all, looking for suggestions for a enterprise SaaS subscription management platform? To take care of user management/billing etc.
Noah Green
Hey @Trevayne O’Brien (Skylark Platform)
Noah Green
Good question! I can intro you to Adam Kaye their VP of Sales at Paddle.com, they handle the above and everything in between as a Merchant of Record!
Trevayne O’Brien (Skylark Platform)
please do to @Charles Fletcher
Trevayne O’Brien (Skylark Platform)
Got any other names to look at @Noah Green
Trevayne O’Brien (Skylark Platform)
?
Noah Green
Sure will drop @Charles Fletcher an email shortly! Off the top of my head, no. Personally I can only recommend Paddle due to the experiences I’ve had with them!
Trevayne O’Brien (Skylark Platform)
@Noah Green thanks mate
Trevayne O’Brien (Skylark Platform)
also fyi @Noah Green we are going to market with a COIVD-19 solution at the moment to support the return to work of employees https://www.pointr.tech/safe-buildings
Noah Green
Oh that’s fantastic!
Noah Green
Taking a look simple_smile
abhinandan natarajan
You should take a look at Chargebee, @Eric Chan can help you with this!
Eric Chan
@Trevayne O’Brien (Skylark Platform): Yes it all depends on what you are looking for. There are differences between Paddle and Chargebee - happy to chat
Ash
Hey everyone,

At Hyperise we're always looking for ways to improve and we've been taking a long hard look at our website and it's messaging. And I'm now pleased to say after what feels like endless days and nights beavering away at our message, understanding our customers pain points, images, copy and eye squinting proof reading we're finally there.

To celebrate we've decided to push it out on ProductHunt for all to see.

Hyperise enables you to significantly grow your conversions through hyper-personalisation. Implementing with your existing marketing stack and without coding.

• Websites - Personalize your website's text, images and CTAs. • Email - Add Personalized images into your emails. • Video - Embed Personalized images into videos. • Chatbots - Have your bots respond with Personalized images. • Social Outreach - Add Personalized images to your LinkedIn outreach. • Ads - 1-2-1 Personalized remarketing Ads. • Direct Mail - Personalized postcards linked to Personalized websites. Please support us and show us some love and give us your feedback.

https://www.producthunt.com/posts/hyperise-website-personalization

Have a great week!
Tori Barlow
Hey everyone - We created a page to connect our channel community with job opportunities. Please feel free to pass this along to anyone you know who is hiring, or let me know if there's someone that you know who would like to be added. There's also some work from home resources at the bottom for managing your partner program remote. Thanks! https://www.allbound.com/get-hired/
Noah Green
wave Afternoon from a rainy London! How’s everyone doing today?

• Last week we had a fantastic Ask-Me-Anything… Hosted live via Zoom with Cody Jones, Global Head of Partnerships at Zapier who answered your fantastic questions, about building a thriving partner ecosystem! • Here’s the session in-case you missed it Hope you all enjoyed the session!
Eva Fayemi
thanks for posting!
Noah Green
Question @here bulb

Who would you put forwards, if you could suggest one person to come into our community for an Ask-Me-Anything?
Sankararaman
Have we had anyone from the Appexchange till now, @Noah Green?
Noah Green
not since I’ve started helping organise these simple_smile @Sankararaman who did you have in mind?
Sankararaman
Not a lot of people that I know of, from there. But we can try taking this forward from some of the Linkedin connections I've ; I shall DM you now.

Any further thoughts on this? cc : @Noah Green @Sunir Shah @Jake Wallace @Cody Jones (Zapier)
Jake Wallace
We've got a few things in the works wink
Sankararaman
That's awesome. Looking forward :)
Sunir Shah
I’ll work on it. simple_smile
Noah Green
wave Happy Thursday everyone. I hope you’re all staying safe and are doing well!

mega What have you been working on this week? • + _Bonus Question:_ Have you had any interesting learnings that have come up over this week?

Let us know in the thread!
Noah Green
@Stewart Townsend - Channel.Vision have you had any interesting learnings over this week?
Stewart Townsend - Channel.Vision
Morning all, so what a week it seems I have been spending my time doing nothing but sat at my laptop until late evening most nights. Working on my messaging and audience for channel as a service and put my other project on hold so I can focus on revenue. One area that has been interesting this week is talking to potential and existing clients on the state of the SaaS economy and it feels in my isolated bubble that a fair share of B2B are carrying on hiring, business as usual and taking the time to look at their teams and strategy more in depth, giving them focus to make the right decisions for the business. Also investments are moving ahead in a remote fashion and portfolios are being looked at for support from VCs now more than ever, particularly around risk management and managing through odd scenarios.
Stewart Townsend - Channel.Vision
Now are in the midst of no events, travel or human interaction I have a question. Has this moved you to think or consider or already taken action to move to Virtual Summits or Events? Have you moved marketing budget to these this year and considering them next year ? If you have moved to virtual online summit/conference/events - what platforms are you using ?
George Kyriakis
we have taken our event series called #imakealiving to virtual events and I think it will continue to an extent moving forward, but it is very hard to network and develop new relations by having conferences virtual only. So I think we will see that coming back. In the same format however, who knows. SaaS Connect is a good example. @Sunir Shah curious to see where you take that conference in the fall.
Sunir Shah
I’m very curious to see where I take the conference in the fall. I’m pretty sure Antarctica is the safest location.
Noah Green
@here reminder our next pairing in #coffee-time will commence on May 4th at 10 am PT / 1 pm ET coffee

Cue star wars joke…

• To recap, we’re using Donut to power these pairings doughnut • All you need to do is join #coffee-time to get involved. • Note, no profiles are created and you will be paired automatically with another member of #coffee-time bi-weekly on Monday’s at the above scheduled time!

Just to confirm, _*you do not need to respond to your pairing once paired*_ if you’re busy. You can respond whenever you get a moment the time just marks the moment you’re paired!

I’m here if you have any questions via this thread or feel free to message me privately.
Stewart Townsend - Channel.Vision
Another thinking question of the day... how many who hadn't thought of podcasting before this and had no time to think are now pushing podcasting into their marketing strategy? What platforms are you using? How are you sourcing guests?
Jake Wallace
This was published by the team at Workfrom: https://www.youtube.com/watch?v=0rOHxKS7JTM&t=43s
Sunir Shah
Hey folks, I interviewed Jay McBain, Forrester about his amazing report on what he sees for the channel in 2020. I asked the tough questions about whether or not the SaaS channel is shrinking or growing.

If you’re trying to wrap your head around what the future may hold in the 2020s, Jay McBain is worth listening to and I hope I asked the key questions to dig into the implications for us here.

http://www.cloudsoftwareassociation.com/2020/02/26/saas-connect-11-podcast-ep-2-whats-coming-in-the-channel-for-2020
JJ Eggers
What are your favorite job boards that make it easy to search by remote instead of by city?
Sunir Shah
WeWork job board was the best for remote
Sunir Shah
The CSA job board also has a remote option
Sunir Shah
there’s also weworkremotely.com
Sunir Shah
and remote.work
JJ Eggers
thanks
Jake Wallace
https://workfrom.co/ <--- This is a great resource as well.
JJ Eggers
thanks
Kelly Sarabyn (HubSpot)
you can also limit your search on google to remote positions. Angel.co also has that filter.
Paddy McGill (PartnerPixel and Other SaaS Companies)
rotating_light Gratitude alert rotating_light @Bob Moore Thank you for taking to time to chat with with me today about my partnerpixel mvp. Your insights really helped me, thank you simple_smile
Bob Moore
Anytime!
Eli Mitchell
when are you letting me in?
asif
Any Agency Founder up for a quick collab? - what’s your Secret of Team Productivity and do you use any tools? Writing a blog post and wanna ft. fellow founders here. heart
Stewart Townsend - Channel.Vision
Want to make Zoom invites more exciting and turn them into events ? Checkout https://zmurl.com/ new tool discovered today.
Noah Green
Have you taken a look at HeySummit, it’s everywhere at the moment and very similar
Stewart Townsend - Channel.Vision
Yep I have that, Ben is awesome spinning up companies. This is more to make a nice screen for Zoom invites, no code build.
Stewart Townsend - Channel.Vision
Apart from finding lots of data on crunchbase, dealroom etc that is subscription only are there any other public sites that list B2B SaaS companies that are HQ in Europe ? Linkedin Sales navigator doesnt grasp the concept of SaaS or B2B so the listings that come back are odd. I want to identify individuals for my podcast which is Europe focused but also to get news and insights for just Europe. Any other secret sauce listings out there, I can piece together data points from multiple sources but trying to save brain power simple_smile
Noah Green
@channel Hope everyone is having a great start to the week! wave

We’ve got an exciting Ask-Me-Anythingstudio_microphone planned for this Thursday, 7th of May at 10 am PT / 1 pm ET. We’re welcoming Ty Lingley into #general for an action packed session tada

@Tyrone Lingley is the Director of Partnerships at Unbounce, the leading platform for creating high converting landing pages with less work.

Unbounce has mastered the art of acquisition through large-scale co-marketing events (ex. https://unbounce.com/marketing-optimization-week/), had a “rookie of the year” 2019 season with its Partner Program (https://unbounce.com/partner-program/), and is now focusing its partnership efforts on building a new Technology Partner Program. chart_with_upwards_trend

Prior to life in SaaS, Ty had a storied career with the Olympic Games and has lived, worked, or travelled through 6 continents and 60+ countries. There isn’t another department he’d rather run in SaaS than partnerships; in part, because he gets to work, learn, and sometimes have a drink with all of you!

point_right Ty will be available in #general in Slack to answer any of your questions around building a new technology partner program!

  spiral_calendar_pad Add the event into your calendar:

https://www.addevent.com/event/ys4822214
Jake Wallace
My man @Tyrone Lingley! My Donut buddy for this week too!
Tyrone Lingley
@Jake Wallace let's get donuts for Thursday.
Tori Barlow
Hi everyone - we're teaming up with Stephen Lackey, Marketing and HubSpot Strategist @ SmartBug Media, Tomorrow, Weds, May 6 11a PST/2p EST to discuss how to turn content into a revenue generating tool across sales, marketing, and channel. Here's the link point_right https://zoom.us/webinar/register/9315870788510/WN_zavj-MeIQNGPvFdOE_JyYQ
Noah Green
Nice :) I’m signing up!
Noah Green
Hows it going everyone? What are you working on this week?

As we’re all getting back into a rhythm and moving forwards bow_and_arrow I wanted to bring the above to light to see if we can help each other in any shape or form!!

Drop a comment in the thread below point_down
Noah Green
Behind the scenes over in Europe I’ve been working on an event to bring everyone in SaaS together, it’s called SaaStock Local Europe rocket Let me know if you’re interested in joining and I’ll get you a free ticket!
Stewart Townsend - Channel.Vision
Im working on my side hustle project, SMS campaign app for small businesses. Built on a Enterprise platform used by Vodafone and Proctor and Gamble. Brand locked in, UI and user stories locked in and in around 4 weeks should have MVP out to beta test.
Sunir Shah
I’m working on my talk for Partnerstack Partnership Summit, entitled, “Everything I thought about agency partners was wrong!”
Eddie Patzsch
Just had a chance to listen to @Sunir Shah and Jay McBain of Forrester. Some mind blowing stats in this episode, worth a listen! http://www.cloudsoftwareassociation.com/2020/02/26/saas-connect-11-podcast-ep-2-whats-coming-in-the-channel-for-2020
Noah Green
Hey everyone, quick reminder! mega

We’ve got an exciting Ask-Me-Anythingstudio_microphone tomorrow at 10 am PT / 1 pm ET! Welcoming Ty Lingley into #general for an action packed session tada

@Tyrone Lingley is the Director of Partnerships at Unbounce, the leading platform for creating high converting landing pages with less work.

Unbounce has mastered the art of acquisition through large-scale co-marketing events (ex. https://unbounce.com/marketing-optimization-week/), had a “rookie of the year” 2019 season with its Partner Program (https://unbounce.com/partner-program/), and is now focusing its partnership efforts on building a new Technology Partner Program. chart_with_upwards_trend

Prior to life in SaaS, Ty had a storied career with the Olympic Games and has lived, worked, or travelled through 6 continents and 60+ countries. There isn’t another department he’d rather run in SaaS than partnerships; in part, because he gets to work, learn, and sometimes have a drink with all of you!

point_right _Ty will be available in #general in Slack to answer any of your questions around building SaaS Partner Programs!*_

spiral_calendar_pad  *Add the event into your calendar here:


https://www.addevent.com/event/ys4822214
Jake Wallace
Thanks for the reminder! Oh hey @Tyrone Lingley!
Tyrone Lingley
What's up el presidente?
Noah Green
drum_with_drumsticksIt’s almost time @channel

Our next Ask-Me-Anything resumes in T-Minus 1 Hour at 10 am PT / 1 pm ET alarm_clock Here in #general with a very special guest, Ty Lingley, the Director of Partnerships at Unbounce! mega

Unbounce has mastered the art of acquisition through large-scale co-marketing events. chart_with_upwards_trend

They had a “Rookie of the Year” 2019 season with its Partner Program https://unbounce.com/partner-program/ and is now focusing their partnership efforts on building out a new Technology Partner Program.

Have you got your questions at the ready?

Prepare to ask Ty any of your questions around building SaaS Partner Programs! See you in an hour!
Noah Green
wave We’re back in 10 with our next, Ask-Me-Anything! @here be sure to get your questions ready!

Today we will be welcoming Ty Lingley, the Director of Partnerships at Unbounce into #general for this hour. studio_microphone

@Tyrone Lingley will be available to answer any of your questions around building SaaS Partner Programs!

🧹Please note, if you’re getting involved please post your questions here in #general and when Ty answers, be sure to keep your discussions threaded using Slack’s ‘Reply’ feature.

See you in 10!
Noah Green
@here It is time! rotating_light

Let’s get started with our next AMA. Today we have an exciting guest, Ty Lingley, the Director of Partnerships at Unbounce!

Thanks for joining us @Tyrone Lingley it’s a pleasure to have you here in #general for the next hour.

Unbounce has mastered the art of acquisition through large-scale co-marketing events.  chart_with_upwards_trend They had a “Rookie of the Year” 2019 season with its Partner Program https://unbounce.com/partner-program/ and is now focusing their partnership efforts on building out a new Technology Partner Program.

🧹Please keep in mind, if you have something to add, please use the ‘reply’ feature in Slack to ensure we keep these answers and discussions threaded.

Over to you @Tyrone Lingley
Jake Wallace
@Tyrone Lingley, thanks for doing this! My first question is can you tell us more about your Olympic Journey?
Tyrone Lingley
Well... that was the best job I think I'll ever have. I did partnerships on the Olympic Torch Relay for the Vancouver 2010 Olympics. We traveled for 106 days, to over 1,000 communities from coast to coast to coast, with 10,000+ torchbearers carrying the Olympic flame and galvanizing the nation making them Canada's games. I met everyday heroes in tiny communities, and big celebs like Bieber, Buble, Gretzky, Schwarzeneger etc. It was like a traveling circus with 300+ friends -> I have some epic stories more appropriate for happy hour at Saas Connect ;)
Jake Wallace
Are you a Beliber?
Jake Wallace
.... but, that sounds like an awesome time!
Tyrone Lingley
I liked 13 year old Biebs a lot more
Tyrone Lingley
Thanks for having me everyone!
Noah Green
One from @Sankararaman who can’t make it but would love to know point_right What would be the next feasible option for someone in Partnerships now, next to attending/organizing conferences?
Tyrone Lingley
I'm not 100% clear on the question, but I'd say right here in this Slack channel = instant rolodex to most of the very people you want to connect with in the world of SaaS partnerships. The CSA has accelerated my ability to have an impact in my role.
Jake Wallace
I would agree 1000% simple_smile
Sunir Shah
Hey Ty, Unbounce has scaled up its co-marketing programs. Do you have dedicated team members running these? How do you use the comarketing events to generate measurable results?
Tyrone Lingley
Hahaha, I wish. We used to have a dedicated co-marketing resource back in the day when lead gen was a top priority. Today, I stickhandle working with product marketing on GTM planning and Marketing on execution. We have great team chemistry at Unbounce so it works out well. We use large-scale events to drive registration and work on a lead share with partners. It's usually a 1:1 lead share, but I'll set a watermark; if they hit a certain number, I'll give them the whole list. We usually average 10,000 registrants for our co-marketing events.
Sunir Shah
That’s an interesting trade. What percentage of partners meet their targets?
Tyrone Lingley
25-35% I'd guesstimate.
Jake Wallace
I'll ask a more serious question however, I was pretty serious with my first question. simple_smile Can you describe the Partnership team at Unbounce? What is the org looking like?
Tyrone Lingley
I recently moved from reporting to our CRO to moving our team to our newly formed "Strategic Growth department" - we work alongside customer marketing, product marketing, and our growth marketing team - I think this will be an effective place to do our best work and make an impact.
Sunir Shah
Also you’re one of the most positive people I know. How do you maintain your positive mindset?
Tyrone Lingley
"Universe, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference."
Eli Mitchell
Also.. where does one purchase one of those fine cardigans in Vancouver?
Tyrone Lingley
Lol. Mr. Rogers is my idol.
Jake Wallace
What are some of the KPIs you follow as head of partnerships? How much do they vary from Technology vs Agency partnerships or any other types of partnerships for that matter?
Tyrone Lingley
Distribution Partnerships (ex. our Partner Program) our current dashboard has very extensive reporting, but top-level: # of new trial starts, direct MRR, referral customer churn, partner activation rate/referral rate, number of partner by tier
Tyrone Lingley
Agencies currently fall into our general partner program so it's the same as the above ^^, but we're planning on launching an agency specific program later this year; it's gonna be killer simple_smile
Tyrone Lingley
Technology Partnerships, the classic things, adoption rate, retention of integrated customers, survivability of integrated customers, MRR impact, expansion revenue etc.
Jake Wallace
fantastic - it's always nice seeing that we're tracking the similar KPIs as the rest of the group!
Stewart Townsend - Channel.Vision
Hi @Tyrone Lingley great to meet you, in terms of the agency program what is the secret sauce to keep those partners and engaged and pushing your product over competitors?
Tyrone Lingley
Hey @Stewart Townsend - Channel.Vision! Agencies currently fall into our general Partner Program: https://unbounce.com/partner-program/ -> at sign up they are segmented (through a Drift bot) and place into an agency group in PartnerStack. From there they received 30+ onboarding and engagement emails, they also receive notifications when their client referrals turn into customers, they receive 1:1 support, they get co-marketing opportunities, we share upcoming product releases with them, they access free lead gen tools, profile them on our blog from time to time. But honestly, the Unbounce brand speaks for itself, I've never experienced so much love for a tech company from customers -> that continually separates us from our competitors. All you have to do is search what people are saying on Twitter about us vs. competitors wink
Stewart Townsend - Channel.Vision
Thats a great engaging onboarding flow but also you are keeping them close ongoing, but like you say the brand is key and makes you stand out.
Jake Wallace
30+ emails, are they coming from Partnerstack or another tool?
Shawn Ragell
I'm also interested in the 30+ onboarding emails. What kind of content is in these?
Tyrone Lingley
@Shawn Ragell it's tailored content, free tools, case studies, surveys, rewards etc. specific to agencies.
Ashley Hildreth
I'd be interested to know this as well! What technology do you use to power this workflow?
Shawn Ragell
@Ashley Hildreth I think they use Partnerstack for all emails
Ashley Hildreth
Thanks, Shawn!
Noah Green
I’d love to delve into your day to day a little more… What’s the biggest challenge you face in your day to day as a partnership leader?
Tyrone Lingley
Having to sell internally and externally -> all day. In sales you can get rejected by a prospect. In partnerships you can rejected from a prospect, your boss, the board, other teams, and even your best partners! It's a constant battle of building the business case and convincing internally and externally; it's exhausting sometimes.
Jake Wallace
Isn't that the truth!
Stewart Townsend - Channel.Vision
Also @Tyrone Lingley do you find the smaller Tier 2/3 agencies are more engaged and easier to deal with rather than Tier 1 (WPP etc)
Tyrone Lingley
Our sweet spot is agencies under 10 people. They are wayyy easier to work with, more engaged, and need the type of SMB solution we provide. We'd rather hit a bunch of singles and doubles then one grand slam once in a blue moon.
Stewart Townsend - Channel.Vision
yep that makes total sense, larger agencies are a challenge to engage and keep moving forward
Kelly Sarabyn (HubSpot)
Thanks for taking questions @Tyrone Lingley Have you seen any partnerships you thought would be a success fail to produce results, and if so, did you learn any lessons in terms of selecting partners or managing partnerships?
Tyrone Lingley
100% yes. And from my estimates 90% of partnerships fail to produce any meaningful results (at least on the technology side). My tips to overcome this? 1. Really understand what exactly you are looking for in a partnership and how it delivers value to your shared customers (validate this) 2. Have executive buy-in for the more strategic partnerships and heads of relevant departments connected to your partners for ongoing GTM activities. 3. Create a shared brief that clearly outlines objectives, KPIs, timelines etc. - both parties sign off 4. There a lot of gut feeling on the person your working with (skill + will) and how much power they wield internally at their company. Probe early and ask hard questions to uncover red flags. 5. Constant overcommunication with your partner (Slack is ideal, having all relevant teams connected)
Jake Wallace
Yeah for my most strategic partners, we set up weekly syncs and also bring in others when needed on those calls. That way communication won't dry up.
abhinandan natarajan
@Tyrone Lingley How do you keep the engagement alive between your teams and your partner's teams? What hasn't worked and what has?
Tyrone Lingley
It can be like trying to get water from a stone simple_smile To begin with I think certain personalities, brands, cultures etc. are a better fit than others. That's why we're so careful about who we partner with to preempt needing to "keep engagement alive" -> it just comes naturally because we like working with each other and there's results. Examples for us: CallRail, Zapier, HubSpot, ActiveCampaign, Typeform, FullStory, Hotjar, Google etc.

When they are more tricky, I pride myself on effective communication and the ability to bring in the right people to move things along.
abhinandan natarajan
Cannot agree with you more! Engaging with partners with the right product fit drastically reduces the effort taken to drive people to collaborate smiley
abhinandan natarajan
What makes a good partner manager?
Tyrone Lingley
The ability to see the big picture of what matters most to your customers and your organization, and the attention to detail that ensures you're getting the most mileage out of the partnership. Good partner managers are able to create internal and external alignment, have exceptional processes in place, and no when to double down on what's working and park the rest.
Eli Mitchell
Steering an organization into prioritizing partnerships is always a challenge (even more so if the concept wasn’t in the company’s founding DNA).

Can you help us understand what it took for you at Unbounce, and maybe share some of the pitfalls you encountered, to getting that buy in?
Tyrone Lingley
Hard hittin! I like it. For Unbounce, we pride ourselves on our brand and always doing right by the customers (almost to a Canadian fault simple_smile ) One thing a struggled with early on was getting our founders to trust our brand in the hands of partners (affiliates/content creators). I think they trusted me with our brand to start with so that helped, but I build a very extensive pitch deck and business case to get us to launch what is now our Partner Program. I took that on an internal roadshow for 3 months. By the end of 2020 there should 3 million reasons to appreciate that buy in!
Tyrone Lingley
In general, there is always a pitfall if the heads of product, marketing, sales, and customer marketing don't see eye to eye with your vision for Partnerships; you can't get shit done without their 100% support. That's something you need to craft and if you can't after an honest effort -> then you won't be supported and should probably start looking at the CSA job board before you bang your head against the wall too many times!
Eli Mitchell
Ty - I see a blog post titled Post -Partnership Concussion Syndrome helmet_with_white_cross
Nikita
^^ Great question @Eli Mitchell
Stewart Townsend - Channel.Vision
Some great questions today and @Tyrone Lingley rocking with fantastic open answers. Loving it
Shawn Ragell
Thanks @Tyrone Lingley. In the early days of the Unbounce Partner program what was the best tactic for seeking out those 5-10% of partners that actually earned referrals?
Tyrone Lingley
Looking at your best agency customers (onboarding them 1:1), targeted recruitment campaigns to your best overall customers, in-app recruitment, using social media monitoring to recruit brand advocates/affiliates, the PartnerStack marketplace, using an affiliate recruitment agency.
Shawn Ragell
Thanks Ty
Kai Hatchman
Hey @Tyrone Lingley, some great questions here! What kind of impact has launching a Partner Program at Unbounce had?
Tyrone Lingley
In the first 10 months we hit $1M in total revenue, this year we'll do $3M + and we're projected to account for 30-40% of all new trial starts.
Tyrone Lingley
More importantly it's changed our culture and view around partnerships, and opened the door for many new partner related opportunities, creating new jobs, and opportunities for employee growth
Jake Wallace
Thanks @Tyrone Lingley !
Noah Green
@Jake Wallace beat me to it!

Thanks @Tyrone Lingley it’s been great having you in #general for the past hour, thanks for joining us! clapper

I hope you all enjoyed the session! If you want to continue your conversation with Ty, you can connect with him on Linkedin here:

https://ca.linkedin.com/in/tyronelingley
Tyrone Lingley
Or feel free to DM me here.
Tyrone Lingley
Thanks to @Noah Green for being on his A game setting this up and facilitating; you're adding a lot of value to the CSA community, so thank you pray
Noah Green
Thanks again!
James Sandoval (MeasureMatch)
A brilliant and way informative Q&A @Noah Green and @Tyrone Lingley. Thanks guys. And thanks to everyone who asked the Qs facepunch.
Gloria Castillo
Hi everyone, Happy Friday! I am happy to join this slack group. My name is Gloria and I am the Alliance Manager at Docebo in Toronto. I am looking forward to getting to know you all and learn from everyone's background and experience. Thank you @Jenna Earnshaw for the invitation to join!
Jenna Earnshaw
Welcome!
Gloria Castillo
Thank you, Jenna
Mark Jung
Welcome Gloria! wave
Shawn Ragell
Hello from the GTA @Gloria Castillo wave
Travis Bradley
More Toronto!
Travis Bradley
Gloria Castillo
raised_hands
Katie Lambert
Mailchimp is hiring a director of partner marketing in Atlanta for our freelancer/agency partner program. This is a backfill for my boss, who was promoted. Very detailed job description here: https://mailchimp.com/jobs/listings/2180417-director-partner-marketing/ We have a great team.
Noah Green
Morning from London wave

Haven’t done this in a while… It’s time for Content Monday! stopwatch 

Did you or your team write or come across any ‘share-worthy’ content over the weekend? memo

• We’d love to check them out and maybe share them across our social channels! confetti_ball

If so, drop a link to it in the thread below!

arrow_down
Noah Green
Not a blog post as such but I was re-reading Predictable Revenue over the weekend!

@Sean Blanda (Crossbeam) I’m sure you’ve created some awesome content over the past week!
Sankararaman
Not entirely professional but I did come across an interesting person, and then I couldn't stop reading about his life and kept listening to his podcasts in Spotify - suggested by a good friend of mine.

Some of you might have heard of him already but I didn't till now. Mr. Naval Ravikant from India who's the CEO of Angel List. Love his view of life!

https://en.m.wikipedia.org/wiki/Naval_Ravikant
Sean Blanda (Crossbeam)
Two reads! 1 - A summary of my convo with former Hubspot and Google marketing leader Jay Acunzo: https://blog.crossbeam.com/jay-acunzo-partnerships-saas-how-to-co-marketing

2 - We’re still searching for KPIs for our KPI survey. Take the 5 min survey here and ket the report first https://blog.crossbeam.com/the-partner-ecosystem-2020-kpi-survey
abhinandan natarajan
I had a very nice catch up @James Sandoval (MeasureMatch) today. Looking forward to working with you James. Great work with Measurematch!
James Sandoval (MeasureMatch)
Thanks @abhinandan natarajan. Great to talk with you yesterday wink. Lots of 1+1=3 scenarios out there.
abhinandan natarajan
Hey everyone. We at Freshworks are looking to expand our Partnership (reseller) network in France and a good friend of mine at work would love to hear from/work with someone who's done it before / building their network right now( non english speaking markets are quite tough pensive ). Any help here would be great. TIA smiley
Stewart Townsend - Channel.Vision
Hi Abhinandan, I built the channel at Zendesk and the european channel team. Happy to help or give what not to do advice. Do you already have partners? France is very much a relationship and in person culture, are you building network remotely? What type of resellers are they ? (small google resellers etc) Are you looking to push the whole portfolio or start with customer service?
Olivier Veyrac
I am very much in agreement with Stewart. (I am French American by the way and I have lived equal amount in each country + built and worked with channel partners there). Get ready for some frustration... but it is for the best. French will argue everything with passion - that is their way of getting to the bottom of things. If they don't argue, it usually means that they don't care. Reach out to the folks at Prime (try https://www.linkedin.com/in/olivierallegret/) they can be helpful there is also a pretty solid ecosystem of startups there.
abhinandan natarajan
Thanks @Stewart Townsend - Channel.Vision! Will DM the details to you.
abhinandan natarajan
Merci @Olivier Veyrac ! I've worked with a boss who was French in the past, so I definitely agree to the passionate argument part laughing
Jenna Ochoa
Hi all - apologies for being silent for so long. Our company is rolling out a new product soon. I'm looking for any "checklists" for launching a new product and making sure partners are informed and up-to-speed. I'd like to learn how others have prepped agency partners to adopt the new version of your product. Any ideas/experience to share?
Stewart Townsend - Channel.Vision
Hi Ocho - have you rolled out a new product to them before, assume not. Are the partners all over the place, ie you cant do a roadshow with them? Dont have a checklist but worked a lot with agencies, mainly tier 2
Jenna Ochoa
Hi @Stewart Townsend - Channel.Vision - we have rolled one out prior and it wasn't planned well. And yes, partners are all over the place! I have in mind to do some ongoing weekly trainings, but just curious if anyone had a "standard checklist" of absolutes to offer pre rollout (or post).
Ethan Aaron (Portable)
A few ideas for your checklist: 1) come up with FAQs to share, 2) put office hours meetings on the calendar with invites 3) send emails to internal and external stakeholders about the impact to them and their customers (positive and negative), 4) make sure you know exactly which customers will be effected or candidates so you can limit communication, 5) link to technical documentation, 6) security / privacy implications of the product or change (if applicable), 7) a premortem exercise is really great for this stuff, 8. run some targeted ads against your customer list, etc. — could probably think about / chat through some other ideas if you want to reach out. Otherwise, hope this helps
Trevayne O’Brien (Skylark Platform)
Anyone have suggestions on where to purchase SaaS mobile app end user t&c's/customer agreement and reseller templates? (Lawyer would review after our edits)
Stewart Townsend - Channel.Vision
Hi Trevayne, I would look at ones that are out there that are similar to your business and alligned to your legal domicile. If you purchase one it will have the same language in it, most are same templates in protection, termination etc - (reseller ones at least). As if you are going to make edits then you will do that and pay a lawyer, plus purchase something. I have reseller templates for B2B SaaS products if that helps
Trevayne O’Brien (Skylark Platform)
Thanks @Stewart Townsend - Channel.Vision, lawyers seem to be having a laugh it at the moment. We were quoted £5 to £15k for end customer t&c's, privacy, gdpr not including reseller
Trevayne O’Brien (Skylark Platform)
Do you mind if i take a look at your reseller agreement?
Stewart Townsend - Channel.Vision
That’s a big laugh
Stewart Townsend - Channel.Vision
You going under UK or US law
Trevayne O’Brien (Skylark Platform)
Both
Trevayne O’Brien (Skylark Platform)
UK for now, after
Stewart Townsend - Channel.Vision
Perfect can you DM your email and I’ll share
Trevayne O’Brien (Skylark Platform)
Cheers mate
Stewart Townsend - Channel.Vision
Sorted :-)
Kimberly Jefferson
Late to this, but there are also solutions like PactSafe that come equipped with templates: https://www.pactsafe.com/
Jeff Mattan
I cannot share agreements as they are confidential. However, I can share that a best practice (and sorry if this is obvious) for partner agreements is to separate them into two documents to allow for easier scale and annual partner reviews. First document contains all of the legal terms that will not be changed. Second document is a handbook that is incorporated into the first (so it is legally binding) and includes anything you might change (products, discounts, commission/ referral percentages, marketing/ training/ revenue requirements, etc. The second document should also include 30 or 60 day sole discretion to change language giving you as the vendor the right to change it with notice. In this way you can modify your underlying partner program from year-to-year and not have to amend multiple partner contracts.
Sunir Shah
@here ^^ We frequently get requests for example partner agreements. Let’s collect, collate, and organize a library of agreements so it’s much easier to figure out what is the industry best practice.

Could you please share your standard partner agreements here by replying to this comment with a link or upload?
Michelle Tsiolis
Hi Everyone! My name is Michelle Tsiolis and I'm working to expand the SAP Concur presence in US Public Sector through our new Value Added Reseller channel. We are actively seeking partners to sell, implement, and service SAP Concur solutions to State & Local Government; Education (K-12 & Higher Ed); as well as Government Contracting within the US. If you think your organization may be a good fit, please contact me or comment. Thanks and have a great day!
Sunir Shah
@channel Hey folks, we rescheduled our AMA with Dina Moskowitz, SaaSMAX about all things IT channel to next Thursday, May 21 at 10am PT.

https://www.addevent.com/event/AB4836090

However, today’s a good day to ask any question you have to the community.

What are you working on today? What is your biggest challenge you could benefit from others’ experience?
Sunir Shah
I am looking to collect your referral and reseller agreements to provide a case database to the community. Can you link or upload them here?
Michael Tippett
• I'm currently looking at Partnerstack as a solution to manage our indirect channels and was wondering if anyone here has used the platform and how it compares to the alternatives like Allbound PRM Impact Impartner PRM or ZINFI.
Jake Wallace
@Tyrone Lingley
Dina Moskowitz
Hi Michael- selecting which platforms to use should depend on the stage and size of your partner base...
Chase W
I've just started working with PartnerStack and we're launching next week, so my experience is limited to comparing against other platforms before buying, and the onboarding process. I give big :+1: to them from those angles so far. Will try to provide more feedback after we launch and get more feedback from partners, but so far so good.
Michael Tippett
Thanks everyone. Appreciate the advice and feedback
Mary Vue
I'm exploring updating our Reseller program. Question for all of you who have Reseller Programs -- Do you provide partner margin on List Price or Sales Price? Why or Why not?
Sunir Shah
Who sets the sales price?
Sunir Shah
What is the resell scenario as well? It varies by channel, product and reseller type?
Eric Chan
Agreed. Best to keep it simple.
Stewart Townsend - Channel.Vision
Margin based on street price listed on the website or in contract, thus street price is $100 and they buy at $70. Changes when big deal comes along and you need to do margin share, they need to sell at $80 per user/seat and not enough margin. Then you need to negotiate the sales price together but they take margin impact like you do. Ive always kept to street price then negotiated down to sales price together when needed. If they want to buy at 70 and sell at 80 then make up margin on services they can. Thats my take simple_smile
Sunir Shah
The main thing is that the customer’s own their own data, so they own their own subscriptions; and so you must bill at the customer’s price. Never put the reseller’s wholesale price on the invoice; always rebate them separately.
Dina Moskowitz
Lots of good comments here already. A list price is typically equal to or higher than what a sales price ends up being. If its strictly a reseller program where the reseller is earning a commission on a deal they sourced, then they should earn a commission on the sales price - they wouldn't expect to earn a commission on a list price higher than what you close the sale for.

If your program is a wholesale program where you're providing them with a wholesale price and an MSRP, the customer would be paying the reseller who then pays you...and hence the reseller controls their margin - I agree with Stuart in that in certain situations if the reseller - in a wholesale program- is needing to be competitive, you have to work with them and reduce your pricing to enable them to win the deal.
Mary Vue
Thank you for all the comments. I've seen resell go in both directions 1) margin on list - partners don't like this because customer/ae may force a reduced sale, thereby automatically reducing margin 2) margin on sales - ae's don't like this because sales is further reduced by partner margin -- can't win them all. all of your comments were helpful. Thank you. scales
Sunir Shah
How much do your partners actually care about the margins? Most partners care about service retainers and customer success more.. but Workato is a bigger sale after all
Sunir Shah
margins could be significant in your cases
Mary Vue
Reseller margins usually go on to cover platform maintenance and renewals. So preservation of margins sometimes end up being critical.
Justin Eddy
Does anyone here have experience using Seismic for partner marketing content? Curious what tools are best for measuring use and performance of partner assets... Have look into a few leading TCMA tools, and I don’t see those getting used.
Sunir Shah
What’s your channel case?
Jeff Mattan
A previous company I worked at uses Seismic. I can get you a contact if you want to speak with someone who works in it.
Justin Eddy
@Jeff Mattan Are they using it for the channel marketing or just for sales enablement? If channel and partner marketing that would be great to hear from them!
Jeff Mattan
Sales and channel enablement. I do not think they use it for channel marketing.
Justin Eddy
@Sunir Shah use case for me is shared access to partner assets intended for co-marketing with usage & performance measurement from both sides. I see a lot of programs with a ton of content, but no understanding of usage or performance of that content across partners.
Sunir Shah
@sudhir likely has opinions / advice ^^
Justin Eddy
Got it. Enablement use case I can see for sure, but curious about marketing specifically.. thanks for offering! @Jeff Mattan
Jeff Mattan
No problem
sudhir
@Sunir Shah Thanks.. @Justin Eddy xAmplify is built with this specific focus, for Partner Marketing & co-Marketing and Partner Sales enablement with Usage and performance measurement from both sides
sudhir
@Justin Eddy Happy to talk more - DM
Justin Eddy
wave @sudhir yes let's catch up!
Sunir Shah
Hey folks, the PartnerStack Power Summit sessions have been posted! https://get.partnerstack.com/power-summit-sessions

They were all great. And thanks for letting me tell my tale about how “Everything I thought about agency partnerships was wrong.”
James Sandoval (MeasureMatch)
@Sunir Shah Dude, your talk is gold facepunch. We’ll share into the MM network of service pros (approaching 5k) in upcoming comms.
Arshiya Nowsheen
Hi All, Arshi here and I head Channel Sales at Kissflow. Kissflow Digital Workplace is a business process automation platform and if anyone is interested in reselling/coselling do connect with me at or what's app me at +91 9840217816
Noah Green
Hope you had all had a great weekend!

Heads up, our next pairing in #coffee-time is happening today at 10 am PT / 1 pm ET rocket

Just to recap:

• We’re using Donut to power these pairings doughnut • All you need to do is a be a member in this #coffee-time. No profiles are created and you will automatically be paired up with another member of #coffee-time bi-weekly on Mondays. • If you aren’t able to talk with you pairing at the allocated time above, do not worry! You can circle back and start up a discussion whenever you get a moment, the timing just outlines when you and another member of #coffee-time will be paired!

Excited to get matched with one of you later today coffee
Stewart Townsend - Channel.Vision
Morning all from a grey rainy Lancashire today !!!! What does the week have in store for you? It seems the UK is relaxing a little bit more over the coming weeks and there will be a mass exodus to garden centres and starbucks for drive through coffee... oh the excitement
Melissa Wallace
Good morning! I wanted to share http://1kproject.org that was recently launched by Alex Iskold, Minda Brusse and a team of 40 volunteers in the wake of COVID19. The project uses trusted personal networks to directly match a family in need with a family committed to giving them $1k for 3 months. I was referred to the project by a friend and just sponsored a family. I am reaching out because I thought some of you may be interested in getting involved as a sponsor or to refer a family in need. Here are a few more links http://1kproject.org/stories http://1kproject.org/faq. Please let me know if you'd like to get involved.

ALSO: Do you know a family in need? Nominate them to receive assistance at http://1kproject.org
Noah Green
Hey @Melissa Wallace this is fantastic and a really great initiative, we’ve been consolidating everyone’s efforts into a new channel called #forward would mind re-posting the above in there? simple_smile
Melissa Wallace
SURE! I am not a member, but will join and re-post. Thanks!
Noah Green
Fantastic!
Noah Green
Hope @here everyone is having a great start to the week! wave

We’ve got another exciting Ask-Me-Anything studio_microphoneplanned for this Thursday, 21st at 10 am PT / 1 pm ET. We’re welcoming Dina Moskowitz into #general for an action packed hour!

As a Top 100 Channel Influencer, very few people can answer your questions about selling through the IT channel as well as @Dina Moskowitz CEO of SaaSMAX!

She has brought the traditional IT channel to the cloud and SaaS at SaaSMAX, which has built the first-ever automated partner discovery and profiling BI engine, PartnerOptimizer.

Jay McBain of Forrester recently stated: “I have been a big fan of Partner Optimizer since launch - a much-needed asset for any channel manager looking to grow and learn more about their channel.”

Every time @Sunir Shah has a question about how MSPs, distributors, and IT consultants are adopting cloud and subscription software, Dina is the person he ask’s. Now is your chance too. simple_smile

spiral_calendar_pad  Add the event into your calendar:

http://evt.to/udgomsmw
Thomas (SaneBox)
looking to localize our site, any recommendations?
Agnese Kalnina
I'm working at company Lokalise, we are streamlining software localization. I can connect you with our sales team if interested wink
Sunir Shah
https://gengo.com has also shown good results for members in the past
Chase W
@Thomas (SaneBox) we use Transifex and have had a great experience. Not the cheapest option, but we went through some more budget friendly options in the past and paid the price for it in other ways. I hear good things about the two mentioned above as well though, so just another option to consider simple_smile
Thomas (SaneBox)
Thank you guys!
Samuel (Frontify)
Good morning from sunny flag-ch ! I am fairly new to partnerships and the last few months have been like drinking from a fire-hose (in the good sense wink ) I wanted to ask if there have been any structured learnings (trainings, degrees, classes) that have helped you complement all the unstructured learning? So far I am only aware of the SaaSy classes. Thanks pray
Jake Wallace
welcome to the community @Samuel (Frontify). Feel free to take advantage of asking the group anything! Also we have regular AMAs with industry leaders for those to ask questions! Also, I'm available to chat if you'd like! Best of luck!!!
Jeff Mattan
Also, what is it you want to learn? That will help identify the training sources.

Welcome as well @Samuel (Frontify) !
Noah Green
Good morning from London! wave gb There’s a lot of new faces in here so I’m going to share a thread we created a while back that you may have missed.

Feel free to leave your LI profile and connect with everyone within this thread to further your network!

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1584968074335600
Arshiya Nowsheen
Hi All, I am looking for a French partner based out of France to complete local billing for one of our customers, we can discuss the partner margin and finalize
James Sandoval (MeasureMatch)
Hi folks! I'm writing to ask for a vote. Your vote please wink

The public vote for the Europas Awards shortlist closes TODAY at midnight London time.

I would be sooo very appreciative to get your vote for my venture, MeasureMatch, in the Hottest B2B/SaaS Startup category.

Cast your vote here: https://lnkd.in/dV9EesZ.

We made it to the shortlist last year and I'm feeling pretty good about going all the way this year...with your help ;-)

Here's the TechCunch article about this year's The Europas Awards: https://lnkd.in/deeWcbP

Oh...MeasureMatch is a marketplace platform & ecosystem for the buying, selling and scaling of systems & data professional services. Here's an intro that's framed for SaaS and enterprise software vendors, the growth ambitions of which we're actively building to support and accelerate: https://measurematch.docsend.com/view/2hi5ry9dzju3jkh9 (no email address or data required to view)

Thank you so much! Merci! Gracias! большое спасибо!

James and the MeasureMatch team

@Noah Green @Sunir Shah I'd love to enlist your help to capture a little extra love.
Stewart Townsend - Channel.Vision
Voted simple_smile Gave up my vote for Chattermill.
James Sandoval (MeasureMatch)
Very kind of you @Stewart Townsend - Channel.Vision. Thank you facepunch.
Jake Wallace
Hey Folks, I'm in search of a standard Partnership agreement that includes rev share language. Anyone have anything that I can use as a starting point? Feel free to DM me if needed.
David Thomson
HI @Jake Wallace - hopefully this helps
Jake Wallace
Thank you - I remember seeing this a few months back.
David Thomson
Sure thing
James Sandoval (MeasureMatch)
Nice share. Thx. It’s been a while since I structure similar deals with agencies/consultancies/SIs when I worked with Chicago-based Signal.
Noah Green
How’s everyone doing today?

@here we’ve got a special Ask-Me-Anything tomorrow at 10 am PT / 1 pm ET! rotating_light We’re welcoming Dina Moskowitz into #general for an action packed hour!

mega As a Top 100 Channel Influencer @Dina Moskowitz has spent the past 7 years investing her incredible energy in bringing the traditional IT Channel to the cloud and SaaS sectors through the reseller marketplace, SaaSMAX, matching the vendors to the right channel partners.

bar_chart SaaSMAX’s true sweet spot has evolved into providing hyper-targeted partner identification, profiling, and segmentation to SaaS and SaaS channel teams. PartnerOptimizer enables channel execs to hyper-target based upon their ideal reseller partner persona.

thought_balloon Jay McBain of Forrester recently stated: “I have been a big fan of Partner Optimizer since launch - a much-needed asset for any channel manager looking to grow and learn more about their channel.”

If there’s anyone who can answer your questions about the challenges and opportunities marketing SaaS through the IT channel, it’s Dina.

spiral_calendar_pad  Add the event into your calendar:

http://evt.to/udgomsmw
Danny B
Looking forward to hearing from @Dina Moskowitz and Jay McBain
Noah Green
@Danny B Looking forward to seeing you later simple_smile It’s just Dina this time!
Mark Cohen
Quick f/up to @David Thomson response (thanks by the way super helpful!) does anybody in the group have a solid template they've used for a Partnership Service level agreement EG. SLA + terms on pricing / co-marketing.
Oscar Trujillo
would like to see this as well if possible
David Thomson
@Mark Cohen - I don’t have anything like this but will see about adding to my marketing departments content roadmap. We did recently put out this QBR template, if anyone is interested in it as well….
Cory Snyder
Thanks for the share @David Thomson Similar to the format I have given my teams in the past minus a couple slides I will now add lol
David Thomson
Sure thing - hope all is well with you @Cory Snyder
Gwen Sioson
Nice share. Useful!
Dina Moskowitz
This is a really good template - I hope people will incorporate it into their partner program practices.
Mark Cohen
Thanks so much @David Thomson.
Rachel Fisch
For those of you with communities, what do you use to enable members to connect and collaborate with each other besides Slack? LinkedIn, Facebook, Discourse, Mighty Networks, other?
Noah Green
I use FB groups + Telegram
Ash
Hey, anyone interested in taking part in a link swap exercise? If your site is 70 DR or above DM me.
Tyrone Lingley
For those of you who hold your own conference or attend a lot of conferences, are you allocating these resources to different initiatives this year? Ex. Holding a virtual summit etc.
Cody Jones (Zapier)
We just moved all that budget off the books, holding the powder dry for now.
Noah Green
drum_with_drumsticksIt’s almost time @channel

Our next Ask-Me-Anything resumes in T-Minus 1 Hour alarm_clock  See you here in #general with our special guest, Dina Moskowitz, CEO and Founder of SaaSMAX! mega

As a Top 100 Channel Influencer, very few people can answer your questions about selling through the IT channel as well as @Dina Moskowitz chart_with_upwards_trend

Jay McBain of Forrester recently stated: “I have been a big fan of Partner Optimizer since launch - a much-needed asset for any channel manager looking to grow and learn more about their channel.”

After speaking with @Sunir Shah it’s clear whenever he has a question about MSPs, distributors, and IT consultants who are adopting cloud and subscription software Dina is the person he asks and now you can too!

If there’s anyone who can answer your questions about the challenges and opportunities marketing SaaS through the IT channel, it’s Dina.

See you in an hour!
Dina Moskowitz
Looking forward to it!
Noah Green
wave @here we are back in 10 with our next, Ask-Me-Anything be sure to get your questions ready!

Today we will be welcoming Dina Moskowitz, CEO and Founder of SaaSMAX into #general for this hour. studio_microphone

If there’s there’s anyone who can answer your questions about the challenges and opportunities marketing SaaS through the IT channel, it’s @Dina Moskowitz!

🧹Please note, if you’re getting involved please post your questions here in #general *and when Dina answers, be sure to keep your discussions *threaded using Slack’s ‘Reply’ feature.

See you in 10!
Noah Green
@here It is time! rotating_light

Let’s get started with our next Ask-Me-Anything. Today we have a fantastic guest, Dina Moskowitz, CEO and Founder of SaaSMAX!

Thanks for joining us @Dina Moskowitz it’s a pleasure to have you here in #general for the next hour!

As a Top 100 Channel Influencer Dina has spent the past 7 years investing her incredible energy in bringing the traditional IT Channel to the cloud and SaaS sectors through the reseller marketplace, SaaSMAX, matching the vendors to the right channel partners.

SaaSMAX’s true sweet spot has evolved into providing hyper-targeted partner identification, profiling, and segmentation to SaaS and SaaS channel teams. PartnerOptimizer enables channel execs to hyper-target based upon their ideal reseller partner persona. chart_with_upwards_trend

🧹Please keep in mind, if you have something to add, please use the ‘reply’ feature in Slack to ensure we keep these answers and discussions threaded.

Over to you @Dina Moskowitz
Dina Moskowitz
Hi CSA!
Dina Moskowitz
Thx for having me on @Noah Green
Noah Green
It’s a pleasure to have you in here, thanks for doing this!

I’ll start to get this show going!

What does SaaSMAX PartnerOptimizer do, how does it work?
Dina Moskowitz
Loaded question! PartnerOptimizer is a SaaS platform that profiles technology/channel partners
Sunir Shah
What would you say is happening with the SaaS channel in the Microsoft ecosystem? What should we pay attention to? What can we learn from them?
Dina Moskowitz
Vendor channel teams use us for hyper targeted partner discovery when looking to recruit new partners, hyper targeted partner profiling and segmentation when they're looking to drive enablement and activation within their existing partner ecosystem, etc.
Sunir Shah
Also during the PartnerStack Summit, a recurring theme from all speakers was that commissions don’t drive partnership success. What does drive partnership success? Where do incentives fit in?
Dina Moskowitz
Hey Sunir...good question. Alignment and engagement drive partner success.
Dina Moskowitz
A lot of channel teams make the mistake of allowing a broader base of partners who are mostly not aligned to join the programs. Vetting should be done in advance to ensure that its worth your time and effort to onboard/engage/activate them.
Dina Moskowitz
Assuming the ARE the right partners to sell/consume your products with their customers, then you want to look at how to activate them and engage them based on what they care about, not what you think they should care about...
Jeff Mattan
Does that imply that incentives aren't as important as we sometimes make them out to be..meaning yes you have to have reasonable incentives but alignment with a partner's target market, offerings and value props are more important?
Clinton Gatewood
HI all just to add to what Dina is saying here, it is very important to show partners the full financial model around your product/service. Many solutions providers and resellers sell services and provide tech stacks to their clients. How does your product or service drive adoption of the resellers services and tech stacks or does your product create a new services they can deliver to their clients. So the commission/incentive is not as important financially as much as what the partner is already selling that you compliment
Sunir Shah
@Jeff Mattan incentives don’t seem to be important. Service revenue opportunity is what matters.
Dan Anand
Great insights @Dina Moskowitz /@Clinton Gatewood.

It’s easy to equate a dollar figure to a commission rate. On the flip side, it’s a bit trickier to set expectations around how much adoption your product can drive, as each reseller has a different business model.

Any tips on showcasing the value early on to a partner of how your product can drive further adoption of the resellers services?

I’m currently working with our top partners to create collateral on what they’ve done and showcase that to the rest of the program. Would like to learn more strategies and what’s worked for others.
Dina Moskowitz
HI @Dan Anand I'd definitely recommend that you learn as much as you can about your top partners - what their solution/product stacks are, what their core expertise/specializations are, what their target customer profiles are, etc. (and hopefully you'll see a trend), so that you can better demonstrate to them how your product fits nicely in to their stack and how they should upsell, etc.

FYI PartnerOptimizer does that partner profiling using proprietary automated aggregation techniques to identify the solutions/services/product types/vendor names/product names/verticals/customer size that a partner promotes on their website.
Dan Anand
Thanks @Dina Moskowitz, I have picked up on a lot of unique/similar trends with our partners. I believe we have found our sweet spot and now is determining the go to market strategy to train more partners! BTW I’ve registered for your workshop session next Thursday.
Marc Craver
@Dina Moskowitz great advice here and we are seeing the same thing @Sunir Shah. What has worked best for us are finding partners that really focus on the same end user (in our case CFOs, Controllers, Accounting teams) and then understanding where we fit in their overall value prop. If there is a fit on a number of variables then we find out what is the most important to those companies & try to fit in accordingly. Once that happens, then we put a lot of training internally with sales teams so they know what the partner does. That let's us find deals for our partners which, of course, is the best way to jumpstart the relationship. Referral money always seems to be secondary in our partnerships maybe because the partner sales person doesn't get much in his/her pocket at the end of the day.
Dina Moskowitz
HI @Dan Anand - I think you'll get a lot out of the workshop.

@Marc Craver its great to hear that you are being so strategic. I'd love to show you a demo of PartnerOptimizer some time as I think you'll have a real appreciation for it...in both the profiling of existing partners and in finding net new partners who look like you're most successful partners. LMK if you'd like to check it out!
Jeff Mattan
What's your sweet spot/ how would those on this thread know when we're a good fit to utilize SaaSMAX?
Dina Moskowitz
Hi Jeff...our sweet spot is truly in helping growth sage and enterprise channel teams to find net new partners based on very hypertargeted data driven technology.
Dina Moskowitz
We look very deeply at the vendor's Ideal Reseller Partner Persona, and are able to mine for the right partners who display those attributes...there's nothing else like it out there except to do very manual searches that take tons of time.
Jeff Mattan
Thanks. I've done those manual searches with mixed results
Dina Moskowitz
Agreed...as have I/we...which is how come we were driven toward building/innovating with PartnerOptimizer.
Clinton Gatewood
And you eyes hurt when your done Jeff let along the super amount of time it takes.
Noah Green
One thing to keep in mind please keep answers threaded / discussions everyone!
Dina Moskowitz
Good question Sunir...there's been a huge migration in recent years to O365, and now Dynamics is becoming a larger contender against Salesforce....and with the demand for those applications is a demand for Azure...so microsoft partners are trying to capitalize on that
Sunir Shah
What is your take on their CSP program? How can ISVs take advantage of it?
Dina Moskowitz
Hi Sunir...are you asking me if ISVs should migrate or build on Azure in order to take advantage of the MS Partner Ecosystem?
Dina Moskowitz
Really depends on the SaaS and its functionality...if its aim is to enhance the MS product portfolio it is the way to go
Dina Moskowitz
will do noah
Noah Green
I’ve got another one! I’d love to understand if you consider an affiliate program the same as a channel partner program?
Dina Moskowitz
Good question...and affiliate program is a type of channel partner program. Where many SaaS vendors fail with building successful affiliate programs is that they believe that all they need to do is set up the online affiliate tracking platform, and that it is all driven from there.
Dina Moskowitz
When you have an affiliate partner program, you really do still need to onboard, train, incentivize and activate those digital partners just like you would a wholesale or reseller channel partner - or even your own sales reps. The affiliate platform enables the trasnaction tracking, but doesn't create the loyal channel partner relationship that creates the success...
Dina Moskowitz
@Sunir Shah and @Noah Green curious to know if you've surveyed the CSA community to see what types of partner programs are most common amongst us?
Sunir Shah
We (@Daniel Stevenson (Traction Consulting) ) did a survey. we need more data, but referrals, deal registration+cosell are the most common
richard bernstein
Our marketing team is launching a customer referral program, where we incentivize individual users. Some of those users/customers are also partners. Thoughts on this potential conflict between the Partner team and Marketing? How can we optimize so we win together?
Dina Moskowitz
Hi Richard...is your question about commissions and who gets paid? Trying to understand if there's a conflict around incentives or not?
Cory Snyder
Hi Richard, this would for sure create channel conflict depending on the program payouts and benefits. Normally the payout and benefits of each program will differentiate what the partners would do and why.
richard bernstein
more around who gets credit for the sourced pipeline
Cory Snyder
Those rules can be set up in the program. Registration date and now long it’s live for, first referred vs last referred and so on.
Cory Snyder
Happy to jump on a call to explain how I have built them in the past if you want.
richard bernstein
its more around I spend time working with a partner to build a plan and do enablement, but then a user completes a referral form in Influitive/Community and it bypasses the partner team
richard bernstein
we have a call on this tomorrow internally
Dina Moskowitz
Richard this seems like its more of an issue that has to get aligned between the marketing team with the partner team....
Dina Moskowitz
Does your partner team want to take over those customers once they become a referral partner?
sudhir
@richard bernstein This probable would never be resolved however definitely reduced by proper attribution.
richard bernstein
ya, it think so too. curious if other people have had this challenge and what they've done. ie both sides get credit for sourced
Jeff Mattan
This may be obvious but I suggest you focus on the spirit of your last sentence as if you "optimize to win together" it doesn't matter who gets the credit. I understand everyone wants to measure effectiveness of everything but if the company gets more customers, regardless of the source, you win.
richard bernstein
thanks all
sudhir
@Jeff Mattan the source of customer when they dont get appropriate credit, am sure sourcing new partners as well as restaining those customers would be a challenge
Cory Snyder
Yeah would have to dig in more to better understand.

There are ways to track “influenced” as well. Registering the prospect/user would alleviate alot of “who get’s credit” in my experience. If you are tracking source you would have who initially generated interest. Marketing or the partner
Jeff Mattan
Do you find that customers use your service one time and "they're done"? Or, do they typically start small and use SaaSMAX on an ongoing basis?
Dina Moskowitz
Hi Jeff...our clients range from the largest tech companies to emerging companies with growing channels. The use of PartnerOptimizer for enterprises and distributors is long term since we're providing lots of analytics, insights, segmentation, matching capabilities, etc.
Dina Moskowitz
The use of PartnerOptimizer for emerging growth channels is moreso for Partner Discovery, but also to enable their channel sales reps to have "battlecards" on each partner that they've been assigned to recruit or manage.
Dina Moskowitz
....and we typically provide them with new Partner Matches monthly...
Jeff Mattan
got it. Thanks
Dina Moskowitz
BTW we do offer a weekly workshop on Thursdays "Let's Define Your Ideal Reseller Partner Persona"...its really great, and for those who complete the workshop we do provide them with 10 free partner matches.
Clinton Gatewood
Yes the workshops are very educational and will help any channel professional along their career path to have these skill sets.
Dina Moskowitz
Exactly- whether you're a channel chief with a large team reporting to you, or new to the channel and trying to get your arms around how to start identifying the right partners so that you accelerate everything, this workshop is foundational.
richard bernstein
@Dina Moskowitz is there a link to sign up?
Tyrone Lingley
@Clinton Gatewood ^^
Clinton Gatewood
You ty!!! How are you long lost friend? sunglasses
Clinton Gatewood
@Richard Bernstein here is the link to the Workshop https://bit.ly/2Z1sBLI
sudhir
@Dina Moskowitz Do you offer the same to a partner for Vendor Discovery
Dina Moskowitz
Hi Sudhir, our marketplace enables partners to discover vendors, but we don't provide PartnerOptimizer for partners to find vendors at this time.
Dina Moskowitz
Partners are typically inundated with outreach from Vendors and really want to be "hypertargeted" by vendors who (a) have a product that easily fits into the partner's solution stack (b) has a well structured channel partner program...
Noah Green
We’ve got one from @Kiran Elengickal who would love to understand the following…

How would an IT Services provider/implementation partner benefit from SaaSMAX or platforms like SaaSMAX?
Dina Moskowitz
HI Noah and @Kiran Elengickal we work with the vendors/suppliers primarily. We do generate research about partners if they're interested in what their peers/colleagues are doing, but our core tech is really around profiling and discovery partners in order to help vendors recruit, enable, engage, activate their solution providers.
Noah Green
Hey @Dina Moskowitz I’d love to understand why SaaS Vendors should care about knowing their ideal reseller persona?
Dina Moskowitz
Hey Noah...this is a really important question- thx for asking...
Dina Moskowitz
Without spending too much time, its just as important as knowing who your ideal customer is. You can waste a lot of time, money, resources barking up the wrong tree if you don't narrow down.
Dina Moskowitz
The way we break down an Ideal Reseller Persona is into 4 "buckets".
Dina Moskowitz
Dina Moskowitz
By diving in and really understanding all of the above attributes, you can drive all of your channel stakeholders toward the same goals and KPIs.
Dina Moskowitz
Our PartnerOptimizer engine is able to pinpoint partners based on the above attributes...
Noah Green
Thanks for this!
Mary Vue
@Dina Moskowitz how do you fit a teaming partner into a tiered partner program? Essentially new partners who say they want all the benefits of teaming, but no commitments to the tier requirements. How do you balance the two.
Dina Moskowitz
Hi Mary! What is your definition of a "teaming" partner - I dont want to make any assumption before i respond.
Mary Vue
teaming -- we will account map, do joint activities, do marketing, make the relationship bi-directional ---I'm seeing SIs ask for this. For me -- these are program activities that are earned via program tier.
Dina Moskowitz
So typically when starting a new partner, its a best practice to start them at a "gold" tier status, (mid tier) and see how they do. It helps activate and engage them. From there if they're doing great and performing so well that they're automatically meeting the higher tier, then great and you want to compensate them, but if they're turning out to be pretty passive then either they drop down a tier or are just a "teaming" partner with those benefits...
Dina Moskowitz
I know you might have some nuances - happy to chat direct...
Jeff Mattan
Also, if you have a lot of SIs who feel this way you could create an SI track in your program with a different incentive stack. Of course, being aligned with their value prop helps alleviate incentive issues on your end
Noah Green
I hope you all enjoyed the session and managed to get some real value out of the hour! If you wanted to connect with Dina you can over on LinkedIn: https://www.linkedin.com/in/dinamoskowitz/ raised_hands

Thank you so much for joining us for this hour @Dina Moskowitz it’s been a pleasure having you share all of these learnings simple_smile
Dina Moskowitz
Thx @Noah Green and @Sunir Shah - feel free to reach out via the dm in Slack as well
Chase W
Thanks @Dina Moskowitz, really enjoyed reading this! I wasn't able to join live, but caught up this morning simple_smile Looking forward to attending a workshop and chatting more in the near future!
Dina Moskowitz
I'm signing off- gotta get on a call. ciao!
Rachel Fisch
Is anybody working on US Accessibility Section 508 requirements? (or WCAG 2.0+?) I could use some commiseration simple_smile
Tony Simon (AudioEye)
Hi @Rachel Fisch!! I work for AudioEye and that is exactly what we do. I will DM you.
Noah Green
Hello from London gb We’re still locked down here but slowly easing the restrictions. sunny How’s everyone doing?

TWITTER CONNECTION THREAD star-struck

I’ve seen a few people sharing their Twitter profiles throughout our community across various channels from time to time and if you’re anything like me I’m sure you’re spending a lot more of your time there since working from home.

Do you follow everyone in here?

Don’t worry if not. Let’s make this official and get acquainted across a more opinionated social channel!

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Leave your Twitter Company @ or Personal @ in this thread!
Paddy McGill (PartnerPixel and Other SaaS Companies)
Rachel Fisch
Woohoo! Another Waterlooian. Waterlooite? From K-dub. Yay!
Joseph Fung
@Rachel Fisch we're everywhere! smile
Greig Orrell
https://twitter.com/signiflow

SigniFlow is mobile and web-based software to help any business looking to improve their digital & paperless transformation using digital signature technology.
Rachel Fisch
Question for the group - Do great sales leaders make great channel leaders? Personally, I think that although sales is a component of channel leadership, there are other critical pieces that a sales leader may not have I.e. innovation, strategy, partnerships, marketing etc. I've disqualified myself from what sounds like great roles because of this heavy sales component, but I'm positive I can deliver on the others. Would welcome your thoughts.
David Thomson
Great question @Rachel Fisch - I hate to give the old “it depends” answer but in my experience is really does. I’ve had VPs of Sales under me that I’d never put in channel roles as they were fantastic hunters and knew a great deal about generating new business, but were less savvy as it related to marketing and building relationships. I feel a lot of the magic in channel happens after generating a new partner, figuring out the engagement piece is critical.
Rachel Fisch
Lol! In my accounting practice days, every answer was "it depends". simple_smile
Sunir Shah
You cannot generalize. There are great partnership people who started in sales. But I have stronger opinions than it depends.

I personally think partnerships is weakest when it reports to sales. That’s not because of the individuals. It’s because the sales KPIs are not aligned with your partners, with a few critical exceptions (e.g. true “feet on the street” resellers), as partners are not an extension of your sales team. Partners are better considered a marketing channel, and thus primarily require the marketing playbook of positioning, placement, price, packaging and promotion to activate.

However, sales skills and training can have massive impact in the partnership role. The incredible focus on revenue, the ability to work a pipeline, the understanding of how to position and message a product clearly so you can teach your partners are all assets to generate ROI from a channel partnership program.

The reality is not that complicated. Just like your direct channel requires marketing at the top of the funnel + sales at the bottom of the funnel + success post-sales; your indirect channel requires marketing + sales + success as well.

So if you’re more strategic, you’re more on the channel marketing side. If you’re more revenue-oriented, you’re more on the channel sales side.
Rachel Fisch
I agree @Sunir Shah. But so many current employers seem to be blending the two. Do they not understand how channels work? Are their expectations too high?
Sunir Shah
They do not understand how channels work
Sunir Shah
If the CSA is doing anything, it should be answering that question
Sunir Shah
However, taking a ‘customer-centric’ POV, the hiring manager is asking for revenue from the channel as a priority, not market power
Sunir Shah
The other thing the CSA can do is help you as a channel manager improve complementary skills; after all partnerships is a multi-disciplinary, T-shaped role, which is half the fun.
Rachel Fisch
Exactly! Which is why I love it so much. I'm a great relationship person but wouldn't ever call myself a great sales person, especially in the eat-what-you-kill environment of some of these SaaS companies.
Jeff Mattan
It also depends on the culture of the company and the reason they have a channel (which Sunir alluded to in one of his replies above). For instance, if the company is 100% channel meaning they put all deals through partners, then there is more of a difference in skill set (and expectations) between their salespeople and channel managers. If they company views partners as a lead gen engine (this is where Sunir's comments about a marketing channel channel ring true) than, in my opinion, sales leaders and channel leaders pretty much look the same in terms of skill sets and actual work. The bottom line is, generally speaking, salespeople will struggle as channel leaders in companies who are closer to a 100% channel model. The more a company treats a channel as a led gen source, the more likely a sales leader can succeed as a channel leader. Also, as Sunir says, they just don't understand the channel.
Rachel Fisch
For organizations who are looking to create a channel, how much do they have to already understand it, and how much should they trust the experts they hire to do that. I'm at a bit of a crossroads having orgs reach out to me to create accountant channels for them, but they have a really firm idea on what that should look like (like the heavy sales leader component that started this whole thread). It seems to me that's why you hire someone :)
Sunir Shah
Have you ever renovated your house? How much do you let the general contractor decide?
Sunir Shah
They pay, they have the say. Such is life.
Rachel Fisch
That's fair
Tim Metzner
If it were me, and I was convicted about the specific company/opportunity, I’d still take the time to both really hear them out and to share your vision. Most prob won’t work out if they are set and you disagree with strategy, but as a mentor once told me, don’t say no for them (by not throwing your hat in the ring).
Jeff Mattan
When they say they want to create a channel, I ask them why and what do they envision it looking like and doing. This will give you insight into how much they understand about indirect channels and really what they want out of them. Also, I always look for (and ask about) management's experience with channels as that helps me understand if they will trust me in the channel. Those who have experience typically trust who they hire. Those who don't tend to underinvest and then say "see. I knew direct channels were better than indirect".
Rachel Fisch
Love it, thanks @Sunir Shah!
James Sandoval (MeasureMatch)
Agreed @Sunir Shah. I'm no channel partner programme pro, but I'd like to think that a successful one requires a full commitment to a 1+1=3 mindset. I'm also no sales pro, but I don't see sales people truly [generally] approaching revenue opportunities with that mindset. Thinking about something you told me when we spoke @Sunir Shah, that the vast majority of channel partnerships fail, suggests to me that those frameworks were deal recording and management-first, revenue-first vs partnership-first, enablement-first, empowerment-first relationships.
Sunir Shah
@here Hey everyone, this year many of us are struggling with lay offs or helping our laid off colleagues find a new opportunity.

I’m recruiting a recruiter to activate our reverse job board to make it easier for CSA members to find a new opportunity.

I need someone a little entrepreneurial. I know a lot of recruiters are also looking. If you know someone you trust and like, please make an introduction.
Dina Moskowitz
For those who were asking during the "ask the expert session", on Thursday mornings 8am PT / 11am ET we do a great workshop (no charge) to help Channel Execs to "Build Your Ideal Reseller Partner Persona".

The workshop is designed to help channel execs advance their careers and bring new methodologies and winning strategies to your channel immediately.

To participate tomorrow or on a future Thursday, here's the registration link: https://attendee.gotowebinar.com/rt/6084217267970903819

Its all stuff, no fluff, so the suggestion is to not attend if you won't be able to give it your full attention. Wait for a time when you can. Here's an article in Channel Marketer Report about the workshop.
Dina Moskowitz
@Ohad Tzur - Smith.ai this might be of interest to you. simple_smile
Arshiya Nowsheen
Hi All, Is anyone a Google Build Partner here, would like to get some details on Google Partner Advantage program. Regards, Arshi
Ohad Tzur - Smith.ai
Happy Friday, I'm looking for an introduction to leadership at a digital marketing agency targeting small businesses, any vertical would work. This is to get feedback on a product reselling opportunity (and perhaps a pilot if relevant). I can share specifics via DM. Ping me if you're open to make an into, many thanks!!
Noah Green
Happy Friday @Ohad Tzur - Smith.ai I’d be more than happy to share my thoughts and insights, I outside of the csa run a digital marketing agency exclusively working with smbs across the world of SaaS! If you wanted to jump on a call early next week just pick a time here: https://track.koahdigital.com/c/Noah_Green
Ohad Tzur - Smith.ai
Noah, that's incredible, many thanks! I'll go ahead and book some time with you
Noah Green
No worries! Look forward to speaking! Have a good weekend :)
Stewart Townsend - Channel.Vision
Happy weekend all, so I took a few days out to get organised whilst the UK is in sunlight... !!!! Project long term campervan took dashboard out and sprayed it all in a black vinyl graphite paint and re organised my working area. Anyone else been doing non digital work and taking a detox ?
Jake Wallace
Is that a Maserati I see in the garage? I like… Yard work for me which seems like every weekend these days!
Stewart Townsend - Channel.Vision
Yep GTS 4.7 MC Shift, not run her for 6 months once, campervan on the go she is off for full service and wrapping, wheels sprayed and some love. I run a charity car show every year, get about 7K people to it, yes I love cars lol
Tim Metzner
I somehow found myself dabbling more with small engine repair. I rebuilt a 30 year old 4-wheeler for my kids to enjoy and my weed whip. Also, tons of hiking with the fam!

Nice to remember what it’s like to have hobbies! simple_smile
Sankararaman
Hi everyone!

*It's Monday morning here in Chennai - India, and here's to a great start to the week!* boom

I had clicked this killer sunset yesterday and thought it'd be great to share it over here, and hear a word or two from you guys as well!

Who else is looking forward to the implement everything you've been brainstorming about over the weekend, or get that important business meeting done successfully?

We'd love to hear your most important thought or interaction you've had over the weekend, a read you think none should miss out on, or even so much as a home workout routine or a WFH desk hack (We can never run out of those, can we?!)
Noah Green
Morning @Sankararaman WOW what a fantastic view! Mine is somewhat less impressive but the reality I face working from home eyes

I got to meet with two fantastic new additions to our community leaders team last week so that was fantastic *cough *cough @Kiran Elengickal and @David Thomson muscle

This weekend I managed to get out and have a BBQ which might not sound impressive but to find a garden in London where one can BBQ can often become a challenge!
Noah Green
Thanks for that fantastic morning greeting @Sankararaman!

There’s a ton of new faces entering our community on a day to day, I wanted to firstly welcome you all to our community! mega

I’m Noah and I help cultivate this fantastic space @Sunir Shah has grown over the years it’s a pleasure to have you all in here! star-struck

Let’s get this week off to a good start and get to know each-other a little bit better!

INTRODUCTION THREAD handshake

point_downpoint_down

1. Where are you from in the world? 2. Where do you work? & What’s your role?

Let us know in the thread below!
Noah Green
I’ll start!

I’m Noah, based in London -  I’m a SaaS Centric Social Media / Growth Marketer at KOAH Digital as well as the CSA’s community manager rocket
Jens Van Dyck
I'm Jens, based in Loveland, Colorado. I am Channel Partner Manager at SignEasy and eager to get to know everyone in the community and attend some great sessions!! 100 Thanks for the invite @Jake Wallace
Sankararaman
Hey @Noah Green! Thanks :)

Definitely! Big ups to everyone who contributes and shares in this community and especially Mr. @Sunir Shah and @Noah Green! 100

Been a while since I've been around here but for everyone who's missed out/have never seen my name:

• I'm based out of Chennai - India, and I've seen quite a few names from the same city here (Yay!) as well. • I am currently with Freshworks and I am in market research wherein I mostly deal with lead generation and market analysis reports!
Stewart Townsend - Channel.Vision
Want to know more about the state of podcasting pre and post Covid? Check out Stitchers report https://medium.com/stitcher-blog/the-stitcher-podcasting-report-41ee54c8b84c some lovely data points in here
Rachel Fisch
I keep hearing how now is the worst time to be launching a podcast (lack of commuters being #1 audience) yet everyone I know is launching one!
Noah Green
@channel

This Thursday, at 10 am PT / 1 pm ET we’re inviting David Thomson, Chief Sales Officer at Allbound into #general for another exciting Ask-Me-Anything rotating_light --

@David Thomson has close to 20 years of experience working in SaaS, helping build and scale multiple companies. studio_microphone

Recently Dave took on the role as Chief Sales Officer at Allbound and, in the last 6 months, has helped expand the team and open up offices in both Atlanta and London. globe_with_meridians Dave has the opportunity to interact with some of the most knowledgeable and successful channel leaders across a wide variety of disciplines every day.

mega Previous to Allbound, Dave was at List Partners/Winmo for 10 years, taking a small bootstrapped startup from a small warehouse in Atlanta to an international organization with offices in NYC and London. Dave lead strategy on multiple acquisitions and was involved in the successful exit to private equity in 2018.

If you have questions about anything SaaS, scaling a business, M&A, channel, selling your company, hiring, culture, etc just ask Dave!

Add this event into your calendar spiral_calendar_pad + React with a studio_microphoneif you will join!

https://www.addevent.com/event/ys4822214
Stewart Townsend - Channel.Vision
Good morning all from grey and dull Lancashire (UK)

So something that always intrigues me is "How did you get into a channel role", its not typically something you start out when you leave school/college/university as a career choice.

For me I joined Sun Microsystems when I was 30 !!!! and became a Partner ISV manager for Financial Services/Telecoms focusing on Solaris 10 adoption. I had never heard of indirect/channel/technology partnerships before this and went on to head up a Startup Team across Europe driving sales through our Distributors and Indirects, before moving onto setting up and leading channel teams at two high growth startups (DataSift / Zendesk).

When ever Im on a call with anyone in this space I always ask "How did you get started?" so Im intrigued and putting it out to the CSA group, how did you start of enter into a role working with channel ? Did you come from direct sales, business development type roles.

What is your story ? @Samuel (Frontify) @Sunir Shah @Sankararaman @Rachel Fisch Random selection simple_smile
Sankararaman
Hey @Stewart Townsend - Channel.Vision Haha great question! Can resonate with you very well :)

I was exploring the typical GTM teams in my organization (as this would be my first job) and then stumbled upon the Marketplace and Channel team. Since I worked with them as well at times, I grew even curious. I dug up questions right from "Wait, what is an SI and ISV partner? How're they different from Channels?")

Long story short - I guess I've learned more than a thing or two right from where I started. I'm not currently in a Partner role currently but certainly am looking at a career path down the lane :)

PS - Would love to hear you guys' say as well if you'd want to add it! @Emily Breuninger @Cody Jones (Zapier) @Jake Wallace
Samuel (Frontify)
@Stewart Townsend - Channel.Vision thank for the nudge.

I joined Frontify (Enterprise SaaS) when it was a 50 people company that had just raised a Series A. Having a background in BizDev and Strategy Consulting I was convinced that I could have a strong impact in the sales team. I helped to build the Ops function (not easy in a place that has NO commissions ;)).

After a year our sales lead asked me what I thought about helping to build the partnership team. Obviously I was really excited as it is a great challenge that requires strategic thinking, tactical skills and deep technical understanding. Here we are with a 20M Series B and close to 150 people on board and the journey continues.
Sunir Shah
I’m a software developer. I graduated computer science 2002. I had a bumpy career path after the dot.com bust and 9/11 that led me into marketing.

I ended up starting the marketing team at FreshBooks. However, I quickly found that I loved partnerships the most of all of marketing and ran that.

Initially it was product integrations, but early on we had a referral program that I spent years and years trying to make competitive to the QuickBooks ProAdvisor program.

Coming from the licensed software the in the telecom and broadcast verticals when I was a developer, I knew how important channel distribution was to software ground.

But when I switched to the subscription model, it was way too hard. The challenges I faced at FreshBooks and later Olark led me to where I am today, building AppBind as a simple tool and solution for any SaaS company who wants to give their channel partners an answer to the question:

How do I buy a subscription for my customer?
Emily Breuninger
Thanks for the ping @Sankararaman! I've worked in SaaS startups my entire career, graduating from Uni with a degree in Digital Marketing. My first job out of uni was being employee #3 (and only non-dev) for a real-estate CRM (Brivity.com). I worked there for a few years as their head of marketing and sales, and left just after we reached $1M ARR. Wearing a lot of different hats at a tiny startup peaked my interest in a lot of different passions: tech/software development, marketing, and BD. I chased those passions around for a while in different directions (mostly enterprise sales) until I found Zapier, and landed in product partnerships, launching new integrations on our platform for a few years. When we decided to grow and expand our channel program this year, I volunteered to help build out the model. And, that's where I am today! To me, channel partnerships are the perfect combination of everything that I love: building relationships with quantifiable metrics from both sides, fun marketing experiments, and creating a world-class experience for our users. heart
Marc Craver
Great question! It turns out no matter what job I had I was naturally building partnerships. I started out in Consulting which led me to applications and start-ups. When I joined NetSuite I started meeting with the partners in the ecosystem that could help my clients. Moved over to the direct sales side (yes big leap and so happy I did it), I surrounded myself with partners to help me understand where I stood in deals and bring them in when the client needed it. Made the jump to partnerships as I sold to a lot of PE/VC backed companies and thought it would be amazing to build out those strong partners. Now I work for a Start-up with a team that adds value to our partners (consulting, tech alliances that all sell to the office of the CFO, PE/VC, and channel) while also driving the FloQast business. So much more fun as it takes consulting, strategic thought, sales, and relationships to make this stuff work!
Sankararaman
@Emily Breuninger That's great! Always great to have concrete experience from a small startup so that one would get to sphere-head all functions ; truly helps you discover true interests sooner or later during one's career!
Noah Green
Hey @channel wanted to give an update…

 wave Our next Ask-Me-Anything resumes tomorrow at 10 am PT / 1 pm ET. Have you got your questions ready?

drum_with_drumsticksWe will be joined by David Thomson, Chief Sales Officer at Allbound!

@David Thomson recently took on the role as Chief Sales Officer at Allbound and, in the last 6 months, has helped expand the team and open up offices in both Atlanta and London. Dave has the opportunity to interact with some of the most knowledgeable and successful channel leaders across a wide variety of disciplines every day.

• Previous to Allbound, Dave was at List Partners/Winmo for 10 years, taking a small bootstrapped startup from a small warehouse in Atlanta to an international organization with offices in NYC and London. Dave, lead strategy on multiple acquisitions and was involved in the successful exit to private equity in 2018. • If you have questions about anything SaaS, scaling a business, M&A, channel, selling your company, hiring, culture, etc just ask Dave! chart_with_upwards_trend

Add this event into your calendar spiral_calendar_pad 

https://www.addevent.com/event/ys4822214
David Thomson
Excited to help!
Noah Green
Looking forward to seeing this pan out, thanks again!
Noah Green
You can also DM me if you can’t make it with your questions and I’ll be sure to get them to Dave to answer throughout the hour simple_smile
Bradley Blinn
Any partnership managers interested in generating more leads for their sales teams? Would your company be willing to participate in a joint webinar to reach marketers? Rybbon www.rybbon.net (the company I work for) recently hosted a joint thought leadership webinar. Over 240 people registered and resulted in great lead generation for all 3 companies. We seek to host additional joint webinars in the coming months. Any interest in participating? Have questions? Feel free to message me or email me directly:
Noah Green
@channel It’s almost time! drum_with_drumsticks

Our next Ask-Me-Anything resumes in T-Minus 1 Hour. alarm_clock You’ll find us here in #general with an exciting guest, David Thomson, Chief Sales Officer at Allbound!

@David Thomson recently took on the role as Chief Sales Officer at Allbound and, in the last 6 months, has helped expand the team and open up offices in both Atlanta and London. • Dave has the opportunity to interact with some of the most knowledgeable and successful channel leaders across a wide variety of disciplines every day. • Previous to Allbound, Dave was at List Partners/Winmo for 10 years, taking a small bootstrapped startup from a small warehouse in Atlanta to an international organization with offices in NYC and London. • Dave, lead strategy on multiple acquisitions and was involved in the successful exit to private equity in 2018. chart_with_upwards_trend mega Have you got your questions ready?

Get ready to ask Dave anything about SaaS, scaling a business, M&A, channel, selling your company, hiring, culture, etc!
Noah Green
wave

T-Minus 10 mins until our next AMA. Get your questions ready!!

We’re inviting David Thomson, Chief Sales Officer at Allbound into #general for this hour. studio_microphone

@David Thomson will be available to answer any of your questions around SaaS, scaling a business, M&A, channel, selling your company, hiring, culture etc!

🧹 Please note, if you’re getting involved please post your questions here in #general *and when Dave answers, be sure to keep your discussions *threaded using Slack’s ‘Reply’ feature.

See you in 10!
Noah Green
@channel  It is time! rotating_light

Let’s get into our next AMA. Today we’ve got the pleasure of having David Thomson, Chief Sales Officer at Allbound here in #general for the next hour!

• Having recently taken on the role as Chief Sales Officer at Allbound and, in the last 6 months, has helped expand the team and open up offices in both Atlanta and London. • Dave has the opportunity to interact with some of the most knowledgeable and successful channel leaders across a wide variety of disciplines every day. • Previous to Allbound, Dave was at List Partners/Winmo for 10 years, taking a small bootstrapped startup from a small warehouse in Atlanta to an international organization with offices in NYC and London. • Dave, lead strategy on multiple acquisitions and was involved in the successful exit to private equity in 2018chart_with_upwards_trend

🧹

Please note, if you have something to add be sure to use the ‘reply’ feature in Slack so we can keep these questions and answers threaded!

Over to you @David Thomson!
Adam Michalski
Hey! @David Thomson - great to meet you! I'm curious, as a company that's evaluating PRMs, what are the main criteria we should be looking at?
David Thomson
Hey @Adam Michalski - Great question. A lot depends on your needs, obviously. I personally feel that having a world class support team to help implement and onboard is critical. Knowing you have someone to turn to anytime with questions, really for any SaaS tool is critical. You also need to ask your partners what is critical to them and what they’d like to see out of a portal. Getting buy in early from partners helps smooth the transition
Adam Michalski
Got it - super helpful. Thank you! simple_smile
David Thomson
I think clear pricing is key as well so that you know what your cost will be not only now, but as you grow and your needs change. Having transparency there is important. Also, do you want your PRM to be a layer in your tech stack or it’s own beast….could go on and on about this but always happy to take this offline
David Thomson
Thanks @Noah Green - Happy to be a part of CSA and help in any way I can!
Noah Green
No worries! I’ve been looking forward to this session for a while now, excited to see this pan out simple_smile
Sankararaman
Hey @David Thomson, I've an ask!

One incredible hack that you, as a CSO think the others should know - be it an executive or a C-level professional!
David Thomson
If my 10 year old daughter doesnt understand it then I need to simplify it
Sankararaman
Haha, something I'd hear from my colleagues at the Sales engineering teams!
Sankararaman
Thanks @David Thomson!
Janine Perro
Hi @David Thomson thank you so much for taking the time to dedicate a full hour to us! Your background is impressive. A question I have for you is as you navigate through your career, do you have any tips or tricks in how to properly get the message across about how imperative channel/ partnerships are? Especially with a company that might not necessarily back this area, and are stuck on the direct side of the model?
David Thomson
Really great question @Janine Perro - I feel, and I was one of these until recently, that much of SaaS is littered with leadership that has little to no experience with channel, so they dont even know where to start. I feel at my last company if someone broke down the opportunity for us as it relates to the cost associated with starting channel, we would have experimented with it. For me, I want to see the data and ROI, breakeven, etc.
David Thomson
I wanted to jump back into this question as think there’s more to say regarding this great questions. I think if you’re able to get your leadership exposed and in touch with leaders at other organizations who have made this transition, this would help tremendously. It one thing to create a detailed plan around channel, but another to have leadership speak with someone that’s been there and done that. Another reason this Association can be great, by creating those connections
Janine Perro
Thank you for the response and especially the follow-up with something that was not tied to revenue. In a lot of cases, it is difficult to justify the financials if you are just launching or building up a case, hence the numbers not being there quite yet. I appreciate the share in having leaders get exposure to other leaders who have successfully done this in the past.
Sunir Shah
Hi @David Thomson! We’ve been discussing this week whether or not sales skills are important or a hindrance in the channel. As a sales manager at a channel PRM company, I’m sure you have a unique insight. Where do sales skills help / hinder a channel role?
Sankararaman
Stoked about this question already! Great one :)
David Thomson
Great question. I was lucky enough to have experience as a SDR, Account Manager/CS, and sales rep before stepping into a leadership role, so knew how to wear those different hats and it helped me tremendously. I think a sales mindset is important as you focus on growing the number of partners in your channel. But, it can be difficult to transition from what is a tradition hunter role in sales to a farmer role, which is needed to help support, guide, engage and ultimately get the most out of your partners. I’ve had incredible employees that are fantastic at generating new customers but would be terrible supporting them. If I had to choose, I’d select someone that leans towards a farmer role that knows how to build and maintain a solid relationship to get the most out of your partners….long winded but hope that makes sense.
Noah Green
Hey @David Thomson I’ve got one from one of our members @Kenny Browne who can’t make the hour but would love to hear what you have to say…

Knowing that growth (revenue or partnerships) is the easiest way to see ROI what are your suggestions for how to handle when the growth is too fast and causing negative experiences?
David Thomson
I think understand the specifics around what those negative experiences are is important, but I’ll assume it has to do with onboarding and support. That being the case I’d evaluate where I’ve positioned my resources and potentially realign. Having a ton of new customers flow in is fantastic, but if you’re not setup to manage the growth and the experience is sour, you need to throttle down or add support resources ASAP. Otherwise, scaling will very difficult if all those new partners/customers are churning. It’s like filling up a bucket with a large hole. Stop, fix the hole and start pouring again
Paddy McGill (PartnerPixel and Other SaaS Companies)
@David Thomson First, thanks for your valuable time and expertise. My question is for a total beginner starting out and building a reseller program, what are the most important things to remember? Or your top tips when starting?
David Thomson
Hey @Paddy McGill (PartnerPixel and Other SaaS Companies) - As someone relatively new to channel as well, I’ll try to answer this best by relaying some conversations I’ve had with some of the experts in the field. I think the biggest thing you need to do is put yourself in their shoes and try to understand what is going to get them excited about reselling your product, vs others. Getting a reseller contract signed is just the beginning. If you want to stand out, make the onboarding process seamless. Provide training, learning track and content they need out of the gate. If you can, figure out a way to get them the right content and info at the right time. Most importantly, make it easy for them to reseller your product and pay them as soon as you can. Immediate gratification helps…
Paddy McGill (PartnerPixel and Other SaaS Companies)
This is awesome, thank you David! smile
Sunir Shah
And another hot button @David Thomson ... channel activation rates average below 20% in SaaS. What’s going wrong? How can this be improved? What are the best companies doing?
David Thomson
A lot is going wrong. This goes back a little to the conversation about sales in channel. A new partner is signed and then things fall apart. The onboarding is weak, follow up isnt there and the partnership dies. A complaint I hear a lot from partners is that there is excitement, a referral lead is passed over, and then it crickets. The more transparency you can provide your partners about whats going on with these the better the feel. I’m always surprised about how little companies know about the engagement levels of their partners. The focus only on lagging indicators ($$) and not on engagement. Is your partner engaging with your content, is it compelling, did they go through onboarding.
David Thomson
Funny story we had a customer think that SHI was their largest partner. Through our insights they find out that indeed, SHI is the largest partner but it’s one sales guy who is providing 85% of the business. The review what content, training and learning tracks this person has viewing in our platform, and leverage that to train all the sales reps across the board with amazing results. More focus on data and engagament and less on signing the deal and moving to the next
Sunir Shah
I wish that story was shocking.
Sunir Shah
By the way, I am finding the same thing as well in my own conversations as when you wrote, “I’m always surprised about how little companies know about the engagement levels of their partners. The focus only on lagging indicators ($$) and not on engagement.”

One of the content pieces I feel compelled to build is a proper journey map of a channel partner, and therefore what KPIs demonstrate underlying success, and what tactics are necessary to make the channel work.
David Thomson
I’d be happy to team with you on this. We are seeing some really interesting data from the channel insights component of our PRM…
Sunir Shah
Let’s connect afterwards. I have teased out a new model of service partners of risk vs time that explains a lot of what works and doesn’t work in the channel that I debuted at the Partnerstack summit.

The nut is aligning the correct strategy that has an impact against what CFOs are expecting from channel programs, which are often considered special sales programs.
David Thomson
sounds good
Sankararaman
I've another one @David Thomson

How long do you think a startup should take before winning the first huge company's deal through its Channel partner team? What would your ideal suggestion be for the number of months to achieve it?
David Thomson
As soon as possible? But seriously I think it takes time and is very dependent company by company. Within 3 month though you should start to solid movement in the pipeline and depending on sales cycles, deals shortly thereafter hopefully
Sankararaman
Thanks!
Stewart Townsend - Channel.Vision
Hi @David Thomson did you find the transition in hiring in the US to UK challenging? A lot of US companies setup offices in London and find it the first boots on the ground city, interesting to hear if challenges in transferring internal processes from US to UK? Also did you consider any other countries/cities before UK/London for international expansion?
David Thomson
Great question @Stewart Townsend - Channel.Vision - Luckily for Allbound, this wasn’t my first go-around in setting up a office in the UK, but certainly some challenges. Some of the obvious ones include some very different employees laws, and the fact common notices are 1 month to 3 months for management. So, if you’re looking for a quick start in the UK you’re out of luck.
David Thomson
From a process standpoint I’ve seen this in many, many companies is that there is a big initiative to open up an office overseas and a lot of excitement, especially if this is the first time. But, this doesnt last. The office is setup and then the excitement dies down and the real challenges of keeping a team engaged when there’s a 5-8 our time gap occurs. It’s critical to keep the engagement high and have a plan to make the UK team feel like a part of the overall company/culture. Be smart about when booking you meetings and have them lead as well.
Stewart Townsend - Channel.Vision
Thanks @David Thomson yep that West Coast timezone hits hard for morale on a Friday night doing pipeline updates simple_smile
David Thomson
Finally, we chose London and in many ways feel its a great hub to EMEA. For us, we went from having 0% of our sales outside the UK to 15% in 6 months, happening completely organically. It just made sense to point feet on the ground and capitalize on that growth
David Thomson
I recently just spoke to someone in London who’s solo but reports into an office in California. You could tell the disdain he had about the company not making him feel included. It’s something that requires a conscience effort and proper planning to do right
Stewart Townsend - Channel.Vision
Totally agree and key to internationalisation success.
Noah Green
@David Thomson another one from @Kenny Browne What advice do you have for a non sales person (read tech background) who has found themselves doing a bunch of partner sales conversations?
Sankararaman
Hi @David Thomson

How significant and different do you think Co marketing and Co selling activities would be, after these stressful times? How do you think stance of those would change, post Covid?
David Thomson
I think, and we have a boatload of data pointing to this, that companies will be turning online to various technologies to help solve these problems. I think many of the changes are permanent, and learning how to work together, engage partners, provide onboarding and training offline are more important then ever and we’re not going back. Those that adopt and pivot quickly to this will undoubtedly be successful and gain ground in the long run, those that don’t will struggle.
David Thomson
I know my time is almost up but think there were some incredibly insightful questions here. I had to rush through many but I’m more than happy to setup a time to discuss in more detail if you’d like, so please don’t hesitate to Slack me or email me at . I think this is a fantastic community with some incredibly smart people that I’ve, in my limited time as a member, learned a great deal from.
Noah Green
Thank you @David Thomson it’s been a pleasure having you for the hour! A ton of interesting learnings!
Sunir Shah
This was really amazing. Thank you for your deep and thoughtful answers.
David Thomson
Thanks for the invite!
Thera Martens
Thanks for the add @Paddy McGill (PartnerPixel and Other SaaS Companies). Hello everyone! Excited to join the group
Paddy McGill (PartnerPixel and Other SaaS Companies)
Great to have you here @Thera Martens - To my friends in this community, I highly recommend connecting with Thera, she has a wealth of knowledge from multiple startups and was part of Hootsuite's and Thinkific's enormous growth a few year's ago!
Jake Wallace
welcome to the community @Thera Martens!
Dao (Staffbase)
Hey all, I’d be interested in learning how the organisational structure of the partnerships team looks like in other companies. Who does the head of partnerships report into within your organisations? Is it head of sales? Marketing? The CEO directly? Any unique ways to align the role of partnerships with other departments such as the Customer Success/Care and Product team? Thanks in advance for your input!
Alice O
Hi Dao, I am also interested in hearing about this as this is something we are looking at in our company at the moment - looking forward to hearing the groups feedback simple_smile
Sean Blanda (Crossbeam)
From our State of the Partner Ecosystem Survey:
Sean Blanda (Crossbeam)
Sean Blanda (Crossbeam)
Kelly Sarabyn (HubSpot)
Another thing to consider is the type of partnerships your company has - technology partnerships (meaning ones to build integrations not resellers) have a closer affinity with Product while agency/resellers/referral partners often have a closer affinity to Sales or Marketing. Many larger companies who have a lot of tech partners have a Platform/App Marketplace team for tech partnerships (usually reporting to the CEO or Product) and this department has people on the team who do product, engineering, partnerships, and marketing.
Eric Chan
Agreed with @Kelly Sarabyn (HubSpot) Partnerships can have a broad definition akin to Marketing There's also Channel to throw into the mix as well as Strategy too
Jeff Mattan
In addition, how are you defining "Head of Partnerships"? I ask as in some of the companies I've worked for there was no "Head". Rather, there were theater based channel sales teams reporting to Sales, BD/ Channel Programs/ Strategy teams reporting to either Sales or Ops and technology partnerships reporting into BD. Bottom line here: my experience has been that sometimes companies struggle with where to put the various partner teams to make them most effective.
Sunir Shah
@Sean Blanda (Crossbeam) While your report outlines what people are doing in practice, it isn’t outlining what people should do.
Sunir Shah
Reporting into sales seems natural, but creates a lot of problems.
Sunir Shah
I think your report had some data on that as well?
Sunir Shah
@Dao (Staffbase) Here’s what I said earlier on this topic, although it’s a frequent conversation here at the CSA…

August 5, 2019 the ideal situation in my opinion is business development reports to marketing (because most of partnerships is marcomm) and platform reports to product (because the API is product) with business development as the principal customer (because the major integrations are the “enterprise” customers of the API).

However partnerships often arises for many ceos out of left field and lives in whatever location or person initiated it.

Partnerships can report directly to the ceo, marketing, sales, engineering, product or customer support.

When reporting to the ceo it is often one person. They don’t want partners with engineers because the partner person is non technical. They don’t want to disrupt marketing or sales which is generating revenue. So you are stuck with the CEO to work on “strategic” initiatives. Also known as Hail Mary’s in my observation.

When partnerships reports to sales it can be in the worst case that the ceo views it as “a deal is a deal” just like sales, and just wants to see short term sales from partners. In this environment, sales managers want to see monthly or quarterly results because that is how they are measured. Unfortunately then considerations for the customer’s need for whole product solutions are not heard. Considerations for market positioning are not understood. Your job can become to treat partners as extensions of the sales team and generate acquisitions.

It can be that the VP Sales is the most senior business minded person in the company and they are more of a chief revenue officer. In that case they will let partnerships do the necessary marketing activities.

It can also be the VP Sales views integrations as access to trade shows and channel programs, and otherwise does not value the product experience.

I find sales is the most troubling home for partnerships for the misaligned objectives above.

The best place is marketing. Partnerships is almost always a market positioning, market placement and marketing communications exercise to creative acquire more and more market lock through development of relationships and positions across a wide spectrum of channels. This requires access to the entire marketing capacity of your company. Opportunities you generate from partners align nicely with objectives of your teammates such as blog posts, webinars, social media, launch activities, landing pages, event marketing, and customer communication.

Partnerships can struggle when marketing is in customer acquisition mode alone because the fundamental purpose of partnerships is building a better whole product solution that fits better with customers, and thus sells better directly and through the partner.

Partnerships can also live in product or product’s earlier iteration, engineering. This is because partnerships is consider the business side of what the engineers are already doing: apis and integrations. They hit the wall of legal and contracts and marketing demands from partners and need a business person to manage it for them. This is often in an engineering oriented company and can work alright if the product is popular. You can become effectively the marketing team, but are driven from customer and market demand experienced from engineering. That can be fun and high impact. If you don’t have demand, then it is less fun.

Report to customer support or success is a variant of the above when engineering has lead an API push into the market under the noses of management and have delegated all business portions of it to the support queue. Someone on the support team enjoys these kinds of tickets and gets the help center organized, debuts problems with the integrations, fields marketing inquiries, etc. They get promoted to partnerships but keep their manager for lack of a plan of where partnerships should properly live. After all it snuck up on management.

I am not saying this is every case for everyone but these are based on stories from over the years.
Sunir Shah
I always say “The customer doesn’t care how you are organized; they care they get what they want.”

If your partnership function isn’t driven from how it is making Staffbase more amazing for customers, it can end up driven from “it is a distraction for management”.

It is all about the “Whole product solution.” Customers need all their tools working together; they need service providers to provide expert assistance; they need the job to be done to be done. Your job is make that work and then sell.
James Sandoval (MeasureMatch)
Great question @Dao (Staffbase). And excellent answers, especially from @Sunir Shah. I also support the idea that partnerships optimally reports into marketing leadership or, when the company is quite small, to the CEO.
Dao (Staffbase)
Thanks all for the great answers, particular @Sunir Shah with the super detailed response. This is really helpful. I’ll take this feedback to the team and see what we can do. I completely see the challenges you talk about when having the partnerships team report into sales and can completely see your point about reporting into marketing. I’ve always engaged myself with building relationships with influential people in the market and this definitely falls more into the “brand building” bucket vs. pipeline generation. Thanks again all and if anyone else has something to contribute too, that would be great! smile
Asher Mathew
I’ve found it best when Business Development / Partnerships report directly to the CEO. If you can, make the case for that.
Kenny Browne
I think it really depends on the partner types as Sunir said. The biggest pitfalls of reporting into an existing organization is that you become pigeon holed into a specific mindset for the rest of the company. They start to think thats a sales thing or a marketing thing when I think it's important for everyone to just think thats a partnership thing.

I ultimately agree with @Asher Mathew (haven't talked to you in a while) that it is best to report to the CEO. It makes a ton of sense to have channel report to sales, tech/integration to report to product, and affiliate to report to marketing. But, if you have more than one program or plan to have more than one they either become segmented and siloed or for example sales could end up owning a tech program.

If you have a distinct partner organization then you can easily get alignment company wide that partnerships are a core tenet of the company and you have one logical org over all partner programs. The CEO also has a greater ability to entice(force) the non partner teams to assist in the partnership goals.

TL;DR: I suggest you try to make partnerships a core tenet and independent organization under the CEO. This better drives alignment and helps keep ownership clear since every partner program is affected and affects every single department.
Alice O
Thank you all for your responses, some really useful insights here that I will be taking away to discuss how we structure going forward
Sean Saint
Hey all - not sure how applicable this question is for this group, but does anyone have best practices in setting up free trials for their software/data? We’ve recently had an influx of customers who need free trials prior to moving forward and would love to know how folks get really detailed with (i) metrics of success (ii) trial timelines (iii) communication during the trial, etc.
Jeff Mattan
How do you handle this now Sean? Some type of 30 day trial where a salesperson handles the process or do you do something like have the customers sign up via some sort of webform?
Sean Saint
It’s the former - sales person handles the process @Jeff Mattan
Sunir Shah
Counterintuitively, shorter is better. Give them a project plan to use the account. Provide extensions when they are back on the project plan.
Sunir Shah
So if a reasonable, motivated person could complete the onboarding in 2 weeks, give them a 21 day trial.
Sunir Shah
if they can do it in 3 days, give them a 14 day trial or even a 7 day trial.
Sunir Shah
If your onboarding plan is > 1 month, stick to 30 day trial.
Jeff Mattan
Thanks for the info Sean. What volume are we talking about? I'm asking to see if 1) you can somehow manually tag all of the current trials to make them easier to track, report on and communicate against and 2) you can somehow automate the process going forward. For #2, a webform or some registration process that captures the same info you require of your salespeople today will make everything easier going forward, including capturing in your CRM, dashboarding status and results and building automated communications to drive conversions or end of trial. I realize you may already know (and have tried) all of that but, if you haven't, talk to one of your marketing or sales ops people about automating and tracking.
Jeff Mattan
Also, I'm not a fan of anything over 30 days in terms of free trials. Finally, a few messages to the customer during the trial to check in on their experience and then, toward the end to convert them, is reasonable. If your solution is data heavy and showing performance or usage is part of your value prop, more communications showing how they're doing on your solution is appropriate. Hopefully some of this helped.
Jeff Mattan
One more question: what's the partner's role in this? If these customers came in through them i strongly suggest 1) copying the partner on every communication and 2) clearly outlining what you expect the partner to do during and after the trial. They can play a big role in conversions if you set that expectation and talk about it with them.
Samuel (Frontify)
@Sean Saint Frontify is an Enterprise solution so we really look at the adoption of the solution (number of people invited, sessions, projects created etc.). The duration can be anywhere from 1-3 months with regular checkins. Happy to jump on a call and discuss some ideas.
Kenny Browne
My thoughts as someone who always uses free trials: 1. I want to know I can reach out at any time. 2. I am having a successful free trial if I log in almost every day to spend time on it. If its 1 and done it means I didn't get what I needed or the software is too hard to use. If you see that people are not coming back reach out as a real person, not a canned message, and ask how to help 3. I never invite other people to join the trial until I know its the solution I am happy with. The second you see someone invited it means that this person is already willing to put their reputation on the line to talk about your product. 4. The success of a trial should be exactly the same as a new customer. If a paid customer has certain adoption metrics the same should be true for free trials. 5. For timeline I usually get what I need within 7 days. If I don't like it I know or if I love it I know. The only problem I have is getting budget after a free trial without having access to the free trial is more difficult. And 7 days is no where near long enough to trial and get budget approval.
Sankararaman
Hello to everyone from Chennai - India!

We're excited to hear about your best thoughts you had over the weekend, and also the practices and interactions you're excited about working on for this week! I came across few articles and podcasts over the weekend; and so I thought I'd give them a share! This one is a podcast from our very own Cody Jones _- Head of Partnerships at Zapier!_ I came across this one a few days after the last AMA session we had with him. Let me put the link to it down below :

https://www.xero.com/au/resources/podcasts/xero-developer-podcast/2018/building-saas-flywheel-zapier-app-integration/

Let us know if there's something that you think isn't to be missed, especially to kick off the week all pumped! Cheers!
Samuel (Frontify)
Good morning fellow CSA friends wave

I would love to tap into your wisdom. Frontify is an Enterprise Brand Management Platform. We have 15 integrations to other tools (Communication, Design, Analytics, etc.) How have you gone about to prioritize partnerships? Adoption & usage seem obvious.

I really liked Jared Fuller’s tactical insights on the SaaSy podcast around understanding how your solution can help your partners AEs win deals. However that makes for a lot of AEs to talk to… Any thoughts/ideas/insights on this?

https://anchor.fm/saasy/episodes/The-SaaSy-Podcast-w-Jared-Fuller--Senior-Director-of-Partnerships-at-Drift-ed32gc
Sunir Shah
It’s a game of bets, which means an expected value calculation. However, you don’t have enough information so you have to guesstimate.

I build a spreadsheet of partners, organized by type because it’s more efficient to run the same partnership multiple times in a row than whipsaw with one-offs.

Then I build columns to answer the EV calculation: (Benefit - Cost) x Probability x Strategic Value

Benefit are things like Channel Size (how many customers), Channel Segment (how big are the customers)

Cost are things like Dev Cost, Marketing Cost

Probability is Customer Demand and (the critical factor) Partner Hot to Trotness

Strategic Value is any special value your company would have in winning this partnership, like brand kudos or market lock.

Partner Hot to Trotness dominates the probability this partnership will close. That is how excited is the partner to deliver a result. You should probably call it Partner Demand, but let’s be honest. It’s an emotional measure, not an objective one.

Finally, because you have little information, I limit the measures per column to T-shirt sizes. e.g. XS,S,M,L,XL. (or 1-5 if you want). You’re going to have to guess anyway, so why fool yourself that you can build an accurate model.

Then you scan the partner opportunities and prioritize what seems to have the largest potential upside and the highest probability of happening.

The key is to run your partnerships in programs, that is sets of partners doing similar things, so you can place multiple bets to cover your risk. The more efficient, the more bets you place, the more partner relationships you can develop, the more likely you’ll win.

Caveat: this is definitely a more is merrier strategy. While there are certainly those who prefer a quality over quantity partnership strategy, I strongly disagree because the purpose of partnerships is to get your name in the market wherever the customer turns for more information. Consistently the companies that are the most wide in their partnerships cruise to victory over those that are the most careful.
Sunir Shah
@channel For those looking for a virtual networking opportunity, I have a few tickets between the CSA and AppBind (I’m a speaker) for SaaStock Remote (Wed & Thurs this week) available for members.

They are using a platform Hopin that allows for direct attendee-to-attendee conversations, plus they have breakout roundtables where you show your presence as the thought leaders you are.

DM me and I’ll hook you up.

saastock.com/remote
Kenny Browne
Hey Folks, I am doing some research and wanted to leverage the great brain of this group:

What are the most important outcomes (not KPIs) of your partner program? What is the most important public artifact of your partner program? What is the most important internal artifact of your partner program? What type of programs do you have? (Affiliate, Channel, Tech, Distribution, Implementation, Consultant, Other)?

Also, I used to be an engineer but have moved into partnerships and product management so would love to connect with anyone else who has made or is making that or a similar transition. I would love to learn from you and help you out in any way I can.

Appreciate any comments simple_smile
Kenny Browne
I look forward to any and all thoughts here.
Heather Delleney
Hi Kenny!

outcomes - % of all opportunities or deals that partners touch, % of all customers that are impacted by an integration (tech), the feedback partners provide to drive product and brand innovation, amplified awareness of your brand in the market (tho nearly impossible to measure)

public artifact = partner site, partner artifact = partner-centric education program

internal artifact = directory of partner services for sales and CS teams to identify opportunities to loop in partners

mix of channel, implementation, consultant, and tech (my focus is on services partners only)
Danielle Simon
@Kenny Browne - I think the most important outcome of the partner program is when it also helps you prioritize your time accordingly on larger more complex partners and solutions, while automating as much as possible for smaller partners that require a lower touch (referrals). Most important public facing artifact is the partner program overview and application on the website. Most important internal is something that teaches your organization on the value of the partnership to the partner (WIFP). Right now I manage consulting, referral, reseller, MSP and technology partnerships. Hope this helps!
Kenny Browne
Thank you @Danielle Simon
Jeff Mattan
Great stuff from Danielle. For me the most important outcome is tied to the why of why you have a partner program as one size doesn't fit all. Why does your company have partners and what do you want them to do? The partner program must enable that and the outcomes should support that. If they do, then the most important internal artifact might be a dashboard that reinforces how partners fulfill that internal need. The most important external artifact will be a clear statement on what you want partners to do and why. Be careful though. If your internal "why" doesn't leave room for the partner, the WIFP will fall flat and you'll have sub-optimal experiences with partners as there's nothing in it for them.
Danielle Simon
@Jeff Mattan Totally agree. Every VC/investor is asking companies what their channel/partner strategy is because its a force multiplier, but that doesn't mean that every startup actually has a strong channel use case or the right DNA to build it.
Jeff Mattan
I'd like to find companies with good channel/ partner strategies as many simply don't understand it. simple_smile
Cristina Flaschen
Do we happen to have anyone from Paychex in this community?
Kelly Sarabyn (HubSpot)
Interesting article @Sankararaman thanks for sharing! And for anyone working in e-comm, we're hosting a roundtable next week on e-comm partnerships, you can register here: https://www.pandium.com/ecommerce-roundtable-registration/
Tom Davis
is there a CSV of member companies of this group?
Sunir Shah
Yes. Right now sponsors only
Sunir Shah
I’m looking at how hard it is for me to build or buy a member directory
Tom Davis
Got it got it, what are the sponsorship levels @Sunir Shah?
Tom Davis
awesome, sent!
Tom Davis
@Sunir Shah is there a link to the call?
Tom Davis
i spun up a hangout if not- To join the video meeting, click this link: https://meet.google.com/jwz-mcrz-axg Otherwise, to join by phone, dial and enter this PIN: 469 637 557# To view more phone numbers, click this link: https://tel.meet/jwz-mcrz-axg?hs=5
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey there, are there any freelancer related or focused SaaS companies in this group? Drop me a DM or reply if freelancers are a customer avatar for you. I have a new client who is looking to partner and educate his audience with complementary SaaS tech! Huge opportunity for co-marketing! smile
Thomas (SaneBox)
Looking for recommendations on a new data protection officer provider. Currently, we use VeraSafe but looking to switch.
Eva Fayemi
Hey guys, anyone here working for PMS’s, Hospitality Tech SaaS ? I’m looking for some specific partners for a Hotel client so I am curious to engage with people from that sector. Cheers!
Noah Green
Hope everyone is having a great week fist It’s that time of the week again! alarm_clock

1. What are you reading this week? books 2. Drop a comment into the thread and share with everyone what you’re currently reading / you or your team have written or stumbled across this week! memo

Excited to see what you share!
Noah Green
For me this week I’ve been reading this guide I found on GrowthHackers centred around achieving enterprise growth bar_chart
Rachel Fisch
Fiction fan over here! The Girl Who Played With Fire
David Thomson
We have a company bimonthly book club and How to Win Friends and Influence People is this round so rereading that…forgot how great that book was
George Kyriakis
Good morning all. I'm reaching into our group for some shared info. I'm looking to update the career path and skills matrixes in my BD org and am lacking proper documentation for the API evangelist role. Do any of you have that type of role and do you have any career pathing documentation?
Rachel Fisch
Is your evangelist role terribly different from your product manager role?
Sunir Shah
@George Kyriakis I don’t know a better resource than this blog post on the subject. By the way, you should name the role “developer evangelist” https://medium.com/@codepo8/what-does-a-developer-evangelist-advocate-do-3ad936dff3e4
Sunir Shah
I found the hardest part hiring this person is what are their motivations? Most likely career path is a developer who didn’t like developing as much as teaching/communicating about developing.

It’s hard to build an interview strategy for this role because there’s a tendency to evaluate them like a developer, which requires a higher level of coding skill than is required.

You could however use your dev team by asking the candidates to teach a technical subject to your dev team. If you want to make it tough but realistic, have them explain step by step how to authenticate with your API and complete one transaction.

Similarly, they should be able to communicate the business value of your platform API. So, perhaps you could have them persuade your product management team about a hypothetical scenario of building on top of your API or some other API to extend your product.
Sunir Shah
p.s. the author of that Medium blog post runs this site which is very interesting. http://developer-evangelism.com
George Kyriakis
It’s not so much the job description or objectives of this role as its about setting career paths and levels.
Sunir Shah
ok, that site is pretty robust. It has a sidebar of career skills
George Kyriakis
@Rachel Fisch it’s quite different in that a Developer Evangelist (good call out Sunita) focuses on presenting as well as selling and convincing developers to write apps on the Freshbooks API.
George Kyriakis
It’s truly a cross between product manager, developer and biz dev
Rachel Fisch
Love these articles - thanks @Sunir Shah and @Kelly Sarabyn (HubSpot). Huge congratulations to @George Kyriakis on hiring Twyla - she's awesome. simple_smile
George Kyriakis
@Kelly Sarabyn (HubSpot) this is exactly what I was looking for and was considering talking with Kelsey at Slack. Thank you. @Rachel Fisch thx re Twyla. I agree, she'll be a good hire.
Lin Shearer
Question for the group... when putting out a new partnership announcement, do you typically do one joint press release or two separate but coordinated releases? (If you even do releases as the growing consensus seems to be they are not that effective these days.)
Sunir Shah
Public relations is a critical element of a partnership strategy that is efficient.

I cannot overstate that.

The main audience for “press releases” are analysts. If you need it to support the investor side of the company, do it. Joint can be fine as long as TechCrunch, etc. picks it up.

The wider public relations strategy though goes beyond a press release.

On launch, I’d post on both blogs and social media streams to market to customers; on your personal linkedin + twitter as a partnership manager.

Do a mid-tier online media relations story to market the new joint offering (blogs, podcasts, youtube channels, etc).

Then also market to other partnership managers. Do a supplemental blog post on the partnership success story.
Sunir Shah
@Allyson Johnson from BLASTmedia may have better advice however.
Lin Shearer
Thanks for the speedy reply and input. Have been working to convince the client on a more integrated approach for sure. All very piecemeal at the moment.
Allyson Johnson
@Lin Shearer @Sunir Shah Thanks for tagging me Sunir! Lin, I’d definitely recommend a join release that both parties coordinate on. But agree with Sunir that you should both have info on your website/blog, social media, etc. I’m happy to hop on the phone or you can DM me if you want to chat further!
Danielle Simon
It definitely depends (sometimes your company just wants a steady stream of announcements or its a really strategic to announce on both ends), but typically I say that we'll announce it after our first joint customer. I will announce on social media though and welcome the partner to family.
Trevayne O’Brien (Skylark Platform)
Looking to deploy a partner portal to support price lists, marketing materials, product training, product documentation, deal registration and sales contracts. Any suggestions?
Sunir Shah
There are a million vendors on here. I can hail them all if you’d like. simple_smile
Sunir Shah
DM’d you with some options
David Thomson
Hey @Trevayne O’Brien (Skylark Platform) Allbound’s a good one simple_smile Heavily biased though…
Kevin Hurd
@Sunir Shah can DM those as well please?
Sunir Shah
done
Stewart Townsend - Channel.Vision
To many choices but @Sunir Shah has this covered. Ive used everything from Google drive linked to forms and Salesforce, to trying to get Zendesk used when at Zendesk !!!!!
Stewart Townsend - Channel.Vision
Ended up using custom built hybrid solution from a large vendor, basically go with something that solves the main challenges now but has growth potential.
Jeff Mattan
@Trevayne O’Brien (Skylark Platform) I am late to this conversation but have used customer made, Relayware (now owned by Zift) and Impartner. Of the solutions you can buy I liked Impartner better and have contacts who have worked extensively with it if you'd like to do some more digging.
Stewart Townsend - Channel.Vision
Hi @Danny Gray welcome and glad you could make it, hope SF is warmer than Manc at the moment. When you get 5 minutes do an introduction of what you do now, background etc oh and don't forget to mention you are from the growth capital of the world simple_smile Manchester massive.
Danny Gray
Thanks so much @Stewart Townsend - Channel.Vision, excited to be here! Will post in the intro channel shortly.
Thomas (SaneBox)
Looking for someone to help us with data protection. We currently use Verasafe.com

Also looking for someone to help us with our SOC 2 Type 2 Report
Tom Davis
Anyone here familiar with any companies that are doing whitelabeled postcard sending? we work in the home services arena and i got a card from someone that, ummm, could really improve and making me wonder if we could whitelabel a postcard design/send product in our system to help them outshine their competitors if they're doing direct mail
Tom Davis
@Tony Simon (AudioEye) IIRC you knew of a few companies but now I'm drawing a blank
Tony Simon (AudioEye)
If you're only looking to mail to US and Canada, there are several platforms. I've heard good things about these two - https://www.sendwithscout.com/
Tony Simon (AudioEye)
Once you start mailing outside N. America, things get messy pretty quickly.
Tony Simon (AudioEye)
These guys also have a pretty powerful platform - https://lob.com/
Tom Davis
nah, we'd be looking to do just NA if we can get it on the road map
Tom Davis
thank you good sir and i have to ask, did you get a haircut? it looks great!
Erin Rosintoski Lewis
My previous company worked with home improvement companies and offered a postcard feature to customers, and we used Lob as our vendor. They were great. I’m in another group with the guy who started one of the other companies mentioned above, Scout, he sounds like he knows what he’s doing.
Noah Green
Good Morning from London! We finally have a little bit of sun (a rarity over here) sunny

Later today we’ve got our next pairing in #coffee-time coffee zap

Don’t know what #coffee-time is?

• We’ve deployed Donut into the channel which auto pairs members of the channel bi-weekly on Mondays at 10 am PT / 1pm ET doughnut • All you need to do is be a member in the channel! No profiles are created and you’re auto paired every other Monday! • What happens if you can’t make the time? You can circle back whenever you get a moment, the meeting doesn’t take place then, it marks the time when Donut puts you and your pairing into a chat to schedule your meeting!

Look forward to pairing with one of you later!
Gwen Sioson
Hey Noah, thanks for the details. Not sure if there is an official sign-up process but I added myself to the #coffee-time channel. I think that is it. Thanks!
Sunir Shah
@channel This Thursday we have something super exciting and new. A candid livestream 1:1 discussion + audience Q&A between two partnership leaders on what went wrong and how they fixed their partnership.

How did Formstack save its Salesforce partnership?

Formstack tried the “Build it and they will come” strategy when it integrated with Salesforce, and unsurprisingly it got mediocre results.

Join Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce on Thursday for a candid conversation about what went wrong, what Formstack had to do to save its Salesforce partnership, and how they finally achieved incredible 200% YoY growth.

Register for the livestream + Q&A here. https://us02web.zoom.us/webinar/register/WN_KEfQUQLaRPOm0anCwLOgNQ
Luke Swanek
this is a really great idea @Sunir Shah
Gwen Sioson
Cheering on our friend @Gabe Caldwell!
Chet Devchand
@Sunir Shah, is there a recording of this webinar ?
Noah Green
Very excited to see this come into fruition! muscle

Also @here Got a question you want to ask? Ping me with your question ahead of time and I’ll be sure to feed to @Sunir Shah towards the end of the session where we will kick off questions and answers! bulb
Noah Fireman
@Noah Green Would love to hear this but won’t be available Thursday. Will this be recorded?
Noah Green
@Kai Hatchman can help answer that !
Noah Fireman
Look forward to hearing from you @Kai Hatchman
Kai Hatchman
Hey @Noah Fireman, yes the SaaS Connect 1:1 will be recorded, so you will be able to see it after simple_smile
Noah Fireman
Perfect simple_smile
Reid Robinson
Does anyone have experience working on a Google Chrome extension and the work involved to partner with them there? If you do, I would appreciate a chat if you’re open to it.
Peter Evans - ExpertFile
Reid we just finished a Google Chrome and Microsoft Edge Extension for our ExpertFile Search Engine just a few weeks back - Can have our folks walk you through some pointers. Did you have specific questions?
Reid Robinson
Thanks Peter. I’ll DM you.
Peter Evans - ExpertFile
:+1:
Peter Evans - ExpertFile
Rachel Fisch
I have a question. Who the heck uses Edge?! rolling_on_the_floor_laughing
Peter Evans - ExpertFile
IKR...Turns out lots of people Rachel. Many corporate staff are required to use Microsoft 360 apps on their company computers. On many search terms our research shows Microsoft has a 25% share of search through Bing - They still own a lot of the desktop and apparently Microsoft edge browser has improved a ton since explorer. We’re-a Google shop end to end but we need to optimize for Bing especially on important B2B related search topics. We’re pretty deep into this as we are launching the first enterprise version of Quora in a few weeks.
Rachel Fisch
Bing still exists?! Lol! Very interesting stats though - thank you
Paddy McGill (PartnerPixel and Other SaaS Companies)
Shout out and kudos to @Cory Snyder, @Gwen Sioson, @Tyrone Lingley, @Ohad Tzur - Smith.ai and @Nachum Kligman for some awesome partnership discussions in the past few days! Thank you peeps for your help and looking forward to working more with you all in this community.
Cory Snyder
Great convo and appreciate the advice!
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey everyone, I'm helping a friend get booked onto new entrepreneurship/saas/business podcasts and I am building a gsheet list out which I am happy to share with those that want to contribute. Is anyone in this community currently reaching out to podcasts and want to pool resources?
Stewart Townsend - Channel.Vision
I will be doing this in the near future, outsourcing it to my research agency to do, happy to share but it will be a few weeks away, have them another project at the moment.
Leighton Healey
If anyone knows of a talented SaaS Marketer looking for a ride on a rocket ship, a very cool company is hiring for a new marketing lead. DM me simple_smile
Vishal Rewari
Hi I am amabassador at product marketing alliance, you can share the job description with me I shall post on their job boards, please also give an email ID for them to reach out to
Noah Green
@channel rotating_lightHeads up everyone!

Tomorrow at 1 pm ET we’ve got an exciting new event planned, we’re having our first SaaS Connect 1:1 discussion + audience Q&A between two partnership leaders on what went wrong and how they fixed their partnership.

How did Formstack save its Salesforce partnership?

Formstack tried the “Build it and they will come” strategy when it integrated with Salesforce, and unsurprisingly it got mediocre results.

Join Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce on Thursday for a candid conversation about what went wrong, what Formstack had to do to save its Salesforce partnership, and how they finally achieved incredible 200% YoY growth. rocket

Register for the event below + React with a white_check_mark if you’re attending!

https://us02web.zoom.us/webinar/register/WN_KEfQUQLaRPOm0anCwLOgNQ
Paddy McGill (PartnerPixel and Other SaaS Companies)
To the mods: Please let me know if the below needs to go in another channel and i'll move it over.

Post moved to #forward
Sunir Shah
#forward is our moving forward channel
Noah Green
rotating_light T-minus 3 HOURS!

In just a few hours (1 pm ET) we will be kicking off our first virtual SaaS Connect 1:1 discussion + audience Q&A between two partnership leaders on what went wrong and how they fixed their partnership.

How did Formstack save its Salesforce partnership?

Formstack tried the “Build it and they will come” strategy when it integrated with Salesforce, and unsurprisingly it got mediocre results.

Join Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce on Thursday for a candid conversation about what went wrong, what Formstack had to do to save its Salesforce partnership, and how they finally achieved incredible 200% YoY growth. rocket

You’ve still got time to register just head to the link below: point_down

https://us02web.zoom.us/webinar/register/WN_KEfQUQLaRPOm0anCwLOgNQ
Noah Green
Heads up @channel 10 mins until our first virtual SaaS Connect 1:1 discussion + audience Q&A gets underway! mega We’re bringing together two partnership leaders to discuss what went wrong and how they fixed their partnership…

How did Formstack save its Salesforce partnership? rotating_light

Formstack tried the “Build it and they will come” strategy when it integrated with Salesforce, and unsurprisingly it got mediocre results.

Join Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce on Thursday for a candid conversation about what went wrong, what Formstack had to do to save its Salesforce partnership, and how they finally achieved incredible 200% YoY growth. 

point_down

This is happening in Zoom, gain access via the registrant link:

https://us02web.zoom.us/webinar/register/WN_KEfQUQLaRPOm0anCwLOgNQ
Kevin Raheja (Typeform)
@François Grenier
Kapil Gupta
I can't make it but curious if you would be making the recording available?
Noah Green
There will be, I’ll send it to you afterwards @Kapil Gupta
Noah Green
It’s time! See you over on Zoom @here fist
Tom Davis
@Noah Green is this going to be recorded?
Noah Green
@Tom Davis Yes. It’s being recorded, will send your way!
Tom Davis
thank you thank you!
Sunir Shah
@channel Based feedback from our Formstack : Salesforce discussion, we’ve opened a #salesforce channel for people to help each other navigate their ecosystem.
Ohad Tzur - Smith.ai
Great idea @Sunir Shah!
Stewart Townsend - Channel.Vision
Who in the group uses data services like Crunchbase, DealRoom, Pitchbook, Beahurst etc to research and gather data. Reviewing price points and data, interesting to see if anyone uses them and gets value from the data.
Mikey Henninger - Accelity (SaaS Marketing)
I use Crunchbase, not familiar with the others however
leland morris
@Stewart Townsend - Channel.Vision what kind of data are you looking for? I'm pretty experienced in the world of B2B data and have experience across intent to contact
leland morris
I guess the second part of that question is how do you want to activate that data? Is it for outbound operations, media activation, etc?
Sunir Shah
The CSA has a subscription to Crunchbase
Sunir Shah
It’s valuable. They’ve done a really good job in may respects. The categorization is random though, as it is usually is in any database.
Ryan Lunka
I use Crunchbase for competitive research.
Ryan Lunka
It's hit or miss, because early stage companies sometimes don't have complete info on there.
Ryan Lunka
I've used them as a good example for products trying to build out advanced search capability. Their query builder is as good as anything I've used.
Asher Mathew
If you have the money use PitchBook, they are the best
Asher Mathew
If not, crunchbase is a decent second place solution
Marc Craver
I use Pitchbook everyday - it is the best.
Rebecca O'Kusky
Does anyone have advice on the best way to track partner referred opportunities? (opps that come from either tech alliance partners, channel referral partners, etc that get handed over to the direct sales team) I'm interested in learning the best ways others have found to track and monitor this pray
Sunir Shah
manually or website traffic?
Rebecca O'Kusky
manual...as in, this partner has provided a referral to a company that the direct sales team is now working. We use SFDC to track opportunities but don't currently have a way to pull how many opportunities and what revenue is partner influenced (was this helpful context?)
Sunir Shah
You need a PRM or partnerforce. There are a million vendors here so prepare thyself
Sunir Shah
@Jenna Earnshaw @Tori Barlow @Henry Prevette @Eddie Patzsch dance off
Sunir Shah
The good news is there is a good solution to your problem.
Sunir Shah
The bad news is I no doubt forgot someone and they will be mad at me
Rebecca O'Kusky
we're considering creating two separate SFDC accounts to accomplish this--one for direct sales and one for the partner relationship. have you seen this work?
Sunir Shah
Mostly you need the partner object in sfdc if you are internally tracking. But then you will progress to prm sooner
Sunir Shah
Sfdc is not my thing to be honest so I’ll let other wiser people chime in
Rebecca O'Kusky
not mine either hence the ask! thanks so much @Sunir Shah
Eddie Patzsch
joy Thanks @Sunir Shah the dance off has commenced! @Rebecca O'Kusky I just sent you a note, talk soon.
Janine Perro
I would just use a referral code
Janine Perro
if you have SF or a PRM, you can link the code to the account
Erin Rosintoski Lewis
@Rebecca O'Kusky If you don’t have a PRM yet, you could do it in SFDC with fields, I did this in my last partner role. If I sourced a lead from a partner (like we got their list, or we went to their event), we did Lead Source = Partner and Lead Source Comments = an open ended description of the specific ‘event’ that produced the lead (ie, June list update; co-sponsored event), and then we had a separate multi-select field for Partner Affiliation to indicate the partnership. It’s not pretty, but it works, the lead source flowed up to the Contact then Opportunity for attribution and partner info was available at the Account level. You could also use Campaigns, and the Primary Campaign Source field at the Opportunity level to reflect/attribute a specific partnership. I was able to track leads generated per partner per month as well as opps created/progressed/closed per partner per month. DM me if this doesn’t make sense!
Stewart Townsend - Channel.Vision
Hi @Rebecca O'Kusky as per Erin if you dont have PRM yet use a CRM. I used to have SDFC setup with partner type = refer, the source partner account was created through a web facing form which then spun up a SDFC account with partner type assigned. They then used a form to log a lead which they had to put their SDFC id (web URL) into and it allocated the lead to the correct partner account and dropped it into the sales queue. At the moment building out a simpler solution using hubspot forms and Dynamics. Either way just make sure when lead is in CRM that it has a type and identity match to it. Lots of ways to do this before PRM.... which still allows tracking and rolled up reporting, also was helpful for accounts to accrue for payments as well.
Heather Delleney
+1 I don’t have a PRM up yet, but we have lead source = partner option when opening a new opportunity, as well as a custom partner object on the opp level with a field for “influencing partner” that links to the partner account in sfdc, and a field for whether it’s sourced or influenced. for influenced-only opps, the lead source will = something other than partner.
nick thomas
@Rebecca O'Kusky - agreeing with the above. I used to use custom fields in the opportunity to achieve this and to track overtime through a central partner dashboard.
Manoj Ranaweera
I’ve done a really a poor job since COVID 19 on building our deal data @Stewart Townsend - Channel.Vision once I’ve hired a data entry person on full time, should be able to get back to releasing data. And then you can login and search for SaaS.
Stewart Townsend - Channel.Vision
Wow Crunchbase the winner, I was wondering about the CB insights etc as it seems to swing from baseline cost with Crunchbase to higher end costs and wondering if more valuable data in those or generic. DealRoom I like as European data is great, Crunchbase does a fair job of capturing European data. Im compiling data on B2B SaaS companies in Europe through my research team, to get a view on investments pre and post Covid. Hi @Marc Craver do you find PB has US centric data or does it have good global coverage ? @Ryan Lunka Agree the search function and query builder has had time and thought in building it out and producing a great product.
Marc Craver
I use PB for Europe as well. I'm happy to walk you through how we use it if you like. DM me if interested.
Samuel (Frontify)
@Stewart Townsend - Channel.Vision and @Marc Craver Really interested to learn more about your discussions. We are also working on a more data driven approach to partnerships. Current focus is on understanding tech stacks, trough tools such as: G2 Stack, stackshare.io, https://builtwith.com
Stewart Townsend - Channel.Vision
Hi @Samuel (Frontify) happy to jump on a call later this week to discuss.
Noah Green
Often the categorisation on companies in Crunchbase is pretty inaccurate that’s the only issue, it doesn’t often have the most up to date / accurate info on SaaS when populating a filtered list e.g. SaaS Companies in Europe (Often results in companies not even in SaaS when you get through the list!)

Has anyone used Zoom. Info? Pretty costly but It’s got me intrigued, would love to know if someone’s had an experience with their product?
Greg Greenberger (Neptune)
I've tried ZoomInfo and Crunchbase. focusing both on European companies I found them to both have more accurate data than not, but neither was super accurate
Greg Greenberger (Neptune)
If I had to guess roughly 60% accuracy
Greg Greenberger (Neptune)
I've seen lusha to be more accurate than both for EU and American companies, but the accuracy was quite low in Asia
Samuel (Frontify)
we tried zoominfo but phone numbers in Europe were useless, US phone and email info were ok
Scott Rogerson
Question: We are in the very early stages of developing a resource to be provided to the account executive, solution consultant, customer success teams of our partners to help them feel more confident in the presentation of our solution as part of their overall offering - and gradually removing our direct participation in these conversations with prospects.

Any tips the group is willing to share on platforms that helped with this course definition (ideally with badging or gamification of some sort) ?

Skills you found the individual(s) creating this program having that were most useful?

General lessons learned from either the recipient of something like this or the creator?

MUCH APPRECIATED!
Dina Moskowitz
HI Scott - check into idiligo.com and qotient.com - both offer you as the vendor channel team with platforms to enable partners to have optimal meetings with prospects. If interested in one or both (they offer different features), i'd be happy to make a personal intro. -Dina
Scott Rogerson
Thanks, @Dina Moskowitz! Will be checking them out today.
Noah Green
Afternoon from London, hope you’ve had a great weekend! wave

It’s been a minute since I’ve done this… It’s time for Content Monday! stopwatch books

• Have you or your team produced / come across any ‘share-worthy’ content. of the weekend / past few days? • Perhaps you’ve got an upcoming webinar, interesting blog post or podcast?

Drop a link in the thread and let us know. point_down
Noah Green
The SaaS Insider team shared a really interesting report breaking down how SaaS companies have been reacting from December through to today!

One to have a close eye on for sure: https://www.saas-insider.com/blog/performance-of-ipo-saas-companies-during-covid
Sankararaman
Cloudy evening here in Pondicherry, India!

Greeting everyone, hope you're well. I came across the recent entry by @Noah Green and wanted to give it away myself - but he paced the speed, haha!

I've actively been a part of the CSA as well as another niche of a community that caters to SaaS industry - http://saas-insider.com/* _*I was a part of the crew that hunted, analyzed and structured the final picture that's up in the blog as well as LinkedIn (mine as well as the community).*_

*The article :
https://www.saas-insider.com/blog/performance-of-ipo-saas-companies-during-covid

I SHALL PUT UP A DISTINCT POST ABOUT THE COMMUNITY SOON!

We dig down to understand the industry and its current trends especially during these unprecedented times.

In other news, I like to lay back and enjoy my sunsets every other weekend. So I often click a lot of those (I've posted quite a few earlier as well). Here's another shot from one of the evenings!

--

@Cody Jones (Zapier) @Jake Wallace @Noah Green @Rachel Fisch @Cristina Flaschen @Cory Snyder @Stewart Townsend - Channel.Vision : I'm eager to have your thoughts on the article, as well as to know if you're working on anything that you'd want to share with us!
Jake Wallace
Amazing shot indeed. I’ll post my thoughts once I read the article. Thanks for sharing.
Sankararaman
Great! And thanks :) @Jake Wallace
Cory Snyder
Thanks for sharing @Sankararaman, I will put sometime on my calendar today to give it a read and share thoughts. Thanks and great shot
Grace Hayes
Hey guys! Had a quick question-- Over the last few weeks, I've noticed a disconnect between channel leaders and company executives that has made it challenging for management to understand the progress channel programs are making. This seems worse during this work from home period. Does anyone have any thoughts or ideas on how you've bridged this gap? Are you experiencing the same challenge?
Stewart Townsend - Channel.Vision
Hi @Grace Hayes I used to always find this a challenge when running channel teams in general, the numbers got mixed in with sales, Executives didn't get a channel number as such, etc etc. KPIs do yours roll into sales and upwards? How do you measure progress I suppose is the question :-)
Eugene Krimkevich
@Grace Hayes You mentioned you felt like this has gotten worse after going remote, so I'll add my two cents having been in a fully remote culture for 2 yrs now. The TL;DR is to mitigate information overload at the exec level.

Cultures that are oriented around verbal updates or presentations struggle with remote because written communication gets weighted more heavily and is no longer fully "scheduled" - it's just out there for folks to consume on their own time. Not sure if that's the case in your org, but if so, execs might be overwhelmed by endless access to updates across the biz. The way I handle this at InVision is actually limiting the # of updates and making them feel more distinct. That happens in the form of 1) a bi-weekly email digest to core leadership re partnership activity 2) dedicated Slack channel for different areas of partnerships, with intentionally limited membership in each channel and 3) a tight set of KPIs (e.g. for channel it could even be a single KPI: partner-sourced revenue actuals vs. plan). If execs can glance at a single number and evaluate at a glance how the program is directionally doing, that's always a win simple_smile.
Grace Hayes
@Eugene Krimkevich This is great! Thanks for your insight here!
Grace Hayes
@Eugene Krimkevich @Stewart Townsend - Channel.Vision Figured this could add some color for you both!
Stewart Townsend - Channel.Vision
Social distancing in the countryside simple_smile Hows everyone doing this week, any big projects or plans on the go?
Jake Wallace
The team at SignEasy is taking in this years virtual WorldWide Developer Conf. presented by Apple all week. We've got some great ideas that we'll be implementing to make our product that much better for our users!
Rachel Fisch
Awesome! We're moving house on Friday so we're living (and I'm working) surrounded by boxes and not able to find anything at the moment.
Stewart Townsend - Channel.Vision
Love data - Love lots of it ? https://europeanstartups.co/ Dealroom have partnered and you can access some lovely data in a lovely dashboard.
Jake Wallace
A fantastic new update from the Slack team that should benefit us as partnership folks!

https://youtu.be/9cxGhcpGpfE

Let the community know if your organization plans on adopting this new feature by commenting below!
Tim Metzner
We have already been using shared channels for onboarding partners, so definitely will be checking this out.
Jake Wallace
Same, we've only been super selective in doing this though.
Heather Delleney
Hi friends! Happy Friday! For those of you who don’t have a PRM in place, how do you manage your partnerships (current projects, action items, key contacts, existing opps)?

Not talking content hub or CRM, but more like a collaborative project management tool/process to use _with_ partners to keep the needle moving and track milestones.

I currently borrow a mutual value plan template from my sales team (google spreadsheet), but curious if anyone is doing this really well and willing to share about it.
Stacy L. Carlson
We are using Airtable to track right now. It is not the most convenient method, but cheaper.
Sunir Shah
The CSA went through an exercise with integrated partnerships and GSheets was the most popular. http://www.cloudsoftwareassociation.com/2019/07/11/the-complete-integrated-partnership-launch-checklist/

Keep it simple stupid. A simple list using a least common denominator tool that nearly everyone can access. Develop the template so you learn from each iteration.

When working with other teams internally, my partner ops team had to coordinate with their particular systems which were quite varied. I don’t know a solution to the chaos of project management tools.

This became a bottleneck as I kept landing opportunities. We tried Trello at some points, but I found that more annoying that Google Sheets as we spent > 0% of the time on calls talking about Trello for those who weren’t familiar with the system.
Sunir Shah
A mutual value plan / brief is an excellent idea as more stakeholders and team members join the project, they’ll want to see the ideal customer, mutual value prop to the customer, the marketing plan and expectations, creative assets, and state of the partnership in one place so they just got on with their piece. e.g. social media, writing a blog post, etc.
Kasey Bayne (Pocketed)
^all of this! (I learned from the best at Olark, that'd be @Sunir Shah!) We use a Google Sheet as well, which after a lot of use we've got pretty fine tuned into something that works for us and our partners, and is easy for everyone to access and see what's happening.
Alex Glenn
We have an Airtable PRM if you need one @Heather Delleney - but obv it doesn’t track links - only pipeline and partner relationship types like Co marketing
Jenna Ochoa
@Kasey Bayne (Pocketed) would you be willing to share a template of the sheet you currently use?
Stacy L. Carlson
@Alex Glenn Would you be willing to share with me? I'd love to see if there is anything I'm missing on ours!
Alex Glenn
Ok, check now @Stacy L. Carlson
Stacy L. Carlson
Thank you @Alex Glenn Got it!
roman
Hi @Heather Delleney We've built a couple of simple tools to better manage partnerships in www.PartnerInsight.io, Here is one, where you can give your partners limited access: https://youtu.be/Bok_b3RlPRQ Ping me pls. if you'd like to try it for free, while we're building it further.
Alex Glenn
Lastly @Stacy L. Carlson - we also just announced our new accelerator if you are in need of training/strategy/support while you ramp up: https://partnerprograms.io/resources/partner-program-accelerator/
Kasey Bayne (Pocketed)
@Jenna Ochoa this link from @Tyrone Lingley is awesome as well: https://unbounce.com/online-marketing/build-you-own-saas-partner-program/
Danielle Simon
@Heather Delleney I actually use a custom Salesforce object to keep track of the partner onboarding cycle and use account type to designate my partner accounts. Custom object allows me to tag partners to customer accounts, opps, leads, etc. It's certainly not a partner portal, but I can't justify that expense right now so it's quick and dirty and actually does the job really well - feel free to message me and I can tell you more.
Sunir Shah
@channel We’re working on refocusing the Cloud Software Association efforts to adapt to the challenges of 2020. We have a very short survey:

For you personally right now, what is the most important priority the Cloud Software Association should focus on?

Introductions to other membersMember directoryJob boardMentor networkContent and resourcesProfessional development roundtablesOrganizing comarketing opportunities... Or something else?
Manoj Ranaweera
Organising Co marketing opportunities

Stewart Townsend - Channel.Vision
Morning from stormy summer time UK !!! What are your big tasks that you need to tackle this week ? Mine involves loose sheep cutting my grass joy
Stacy L. Carlson
I would think this was a positive as I wouldn't need to mow!
Sunir Shah
AppBind. I’m working on raising angel for AppBind this week, launching the website, and getting a demo built for the SaaS vendor experience.

CSA. Compile the member survey, SaaS Connect 1:1s, and an AMA with Cory Snyder to promote.

Family. Picking cherries from my tree, entertaining my 3 year old while her older siblings are at grandma grandpa camp, and Canada Day.
Noah Green
Hey @channel wanted to give an update wave

This Thursday at  10 am PT / 1 pm ET we’re inviting Cory Snyder, Director, Global Channel @ ActiveCampaign into #general for another exciting Ask-Me-Anything! rocket

Want to get involved?

React to this message with a white_check_mark to confirm your attendanceAdd the event into your calendar so you don’t miss it: http://evt.to/usashhgw

-- Some background…

Cory has over 13 years of experience working in MARTECH SaaS, helping build and scale Channel/Partnership program. Cory has had the opportunity to help build partner programs and channel orgs for 6 companies ranging from small agencies to over 100M companies. Companies like Infusionsoft/Keap, Zenreach, and now ActiveCampaign.

Recently Cory took on the role as Director, Global Channel at ActiveCampaign and, in the last 6 months, has relaunched a more focused Agency program, launched a new one to many Partner Onboarding, new partner journey, and more. All while leveraging the current team and shifting their positions to fit their skillset and the needs of the partners.

Previous to ActiveCampaign, Cory was at Infusionsoft/Keap for 10 years, helping them grow from 15M to over 100M, building and launching their channel sales team, 3 partner programs, and growing revenues from 0 to over 1M in ARR per month from Certified Partners.

If you have questions about anything SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc just ask. chart_with_upwards_trend

Hope to see you there!
Sankararaman
Truly astounded by the background you've mentioned above @Noah Green!

Keep rocking it @Cory Snyder :)
Cory Snyder
Thanks buddy!
François Grenier
@Danny Gray
Scott Saunders
I'd like to attend
Rebecca O'Kusky
this is awesome! I have a meeting at that time but would love to listen later--will it be recorded?
Rafael Chemtob
hi, I just joined this group. what would be your suggestion to get the best out of it?
Paddy McGill (PartnerPixel and Other SaaS Companies)
Share your partnership stories, mentor others if they need help. Connect with those who share similar audiences to you and where you can help each other.

Make sure you don't miss out on our AMA's they are fantastic.

In case you missed the post, here's our next one. =================

Hey @Stewart Townsend - Channel.Vision wanted to give an update wave

This Thursday at  10 am PT / 1 pm ET we’re inviting Cory Snyder, Director, Global Channel @ ActiveCampaign into #general for another exciting Ask-Me-Anything! rocket

Want to get involved?

React to this message with a white_check_mark to confirm your attendanceAdd the event into your calendar so you don’t miss it: http://evt.to/usashhgw

-- Some background…

Cory has over 13 years of experience working in MARTECH SaaS, helping build and scale Channel/Partnership program. Cory has had the opportunity to help build partner programs and channel orgs for 6 companies ranging from small agencies to over 100M companies. Companies like Infusionsoft/Keap, Zenreach, and now ActiveCampaign.

Recently Cory took on the role as Director, Global Channel at ActiveCampaign and, in the last 6 months, has relaunched a more focused Agency program, launched a new one to many Partner Onboarding, new partner journey, and more. All while leveraging the current team and shifting their positions to fit their skillset and the needs of the partners.

Previous to ActiveCampaign, Cory was at Infusionsoft/Keap for 10 years, helping them grow from 15M to over 100M, building and launching their channel sales team, 3 partner programs, and growing revenues from 0 to over 1M in ARR per month from Certified Partners.

If you have questions about anything SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc just ask. chart_with_upwards_trend

Hope to see you there! (edited)
Noah Green
Couldn’t have put it better myself @Paddy McGill (PartnerPixel and Other SaaS Companies)!! raised_hands

Welcome @Rafael Chemtob it’s a pleasure to have you in here, I’d also recommend adding a photo and updating your profile to include a little bit about you simple_smile

Lastly you should definitely grab some popcorn and take an hour out later to watch our last SaaS Connect 1:1 with Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce AppExchange for a candid exchange, about what it took to level up Formstack’s partnership with Salesforce from 15% YoY growth to 299% YoY growth.

Video here: https://youtu.be/m5Oj1gDqTsA
Rafael Chemtob
thank you @Noah Green
Noah Green
Hope everyone’s having a good Tuesday! Thought I’d recap in case you missed our session the other week: SaaS Connect 1:1 clapper --

How did Formstack maximize its Salesforce partnership? point_down

Gabe Caldwell, Formstack and Joe Ondrejcka, Salesforce AppExchange had a candid exchange discussing what it took to level up Formstack’s partnership with Salesforce from 15% YoY growth to 299% YoY growth.

Here’s the video: https://bit.ly/2VxxitR

• We created a #salesforce channel here in slack so ISVs can learn from others’ experience working with Salesforce as a partner. (Head over to join in on the discussion and intro yourself!) • The Cloud Software Association has created the complete integrated partner launch checklist Joe Ondrejcka, Salesforce AppExchange has provided resources to get started with the AppExchange:

What resources are available to AppExchange partners? The best resource is the overviewHow to get a Partnership Account Manager (PAM)? Start with the ISV Onboarding Guide. Based on the new program tiers, this will determine the benefits they get access to including a PAM. Gabe Caldwell, Formstack is also making himself available.

• Learn more about Formstack: www.formstack.com • Interested in Partnering with Formstack? https://www.formstack.com/partners • Reach out to Gabe with questions.  or via slack here: @Gabe Caldwell Let me know if you have any questions, just hit me up via a DM on Slack!
Jake Wallace
Awesome first 1:1 session - boy did we set the bar high!! clap
Rafael Chemtob
hi, looking for some guidance on shopify partners. since i’m new to this group, can one of you guide me in the right direction?
Sunir Shah
tech or shopify experts?
Sunir Shah
plus or regular?
Junaid
Hi Guys, my name is Junaid & I take care of LambdaTest Reseller & Affiliate Program
Junaid
Feel free to ask me about the channel - https://www.lambdatest.com/reseller/
Junaid
Need some information on how I can ask more resellers to join
Junaid
We have about 500 affiliates currently working with us
Noah Green
Heads up, wanted to remind you all about tomorrow wave

Tomorrow at  10 am PT / 1 pm ET we’re inviting Cory Snyder, Director, Global Channel @ ActiveCampaign into #general for our next Ask-Me-Anything!

-- Some background…

Cory has over 13 years of experience working in MARTECH SaaS, helping build and scale Channel/Partnership program. Cory has had the opportunity to help build partner programs and channel orgs for 6 companies ranging from small agencies to over 100M companies. Companies like Infusionsoft/Keap, Zenreach, and now ActiveCampaign.

Recently Cory took on the role as Director, Global Channel at ActiveCampaign and, in the last 6 months, has relaunched a more focused Agency program, launched a new one to many Partner Onboarding, new partner journey, and more. All while leveraging the current team and shifting their positions to fit their skillset and the needs of the partners.

Previous to ActiveCampaign, Cory was at Infusionsoft/Keap for 10 years, helping them grow from 15M to over 100M, building and launching their channel sales team, 3 partner programs, and growing revenues from 0 to over 1M in ARR per month from Certified Partners.

If you have questions about anything SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc just ask. chart_with_upwards_trend

spiral_calendar_pad Add the event into your calendar so you don’t miss it: http://evt.to/usashhgw
Santiago Cura
Hi! Anyone with experience developing white label apps?
Sunir Shah
fair number of people. can you give me some context of what you’re doing and I can think of th right person to connect you with
Santiago Cura
At wideo.co we developed a product to automatically create videos. We discovered that for the enterprise segment, for companies who sell white label apps, and who have a “how to” videos, we can save them a lot of money with our technology.
Santiago Cura
The most complicated part is to find those companies and products, cause we don’t have that much experience with that industry simple_smile
Santiago Cura
As you can see, is not even easy to explain it @Sunir Shah
Sunir Shah
You’re selling a hammer to the carpenter, not the table. What branded experience would the customer see?
Sunir Shah
Or another more on the nose analogy, a videographer at an ad agency might use Final Cut Pro, but their client, Nike, doesn’t care about FCP.
Noah Green
@channel

Our next Ask-Me-Anything resumes in T-Minus 1 Hour here in #general alarm_clock with Cory Snyder, Director, Global Channel @ ActiveCampaign — get ready for an action packed session! studio_microphone

Want to get involved?

• Have a think about what you want to ask Cory! • Head back to #general in 1 hour to get your questions answered! • Comment below if you’re joining in on the action?

point_down

Cory has over 13 years of experience working in MARTECH SaaS, helping build and scale Channel/Partnership program. Cory has had the opportunity to help build partner programs and channel orgs for 6 companies ranging from small agencies to over 100M companies. Companies like Infusionsoft/Keap, Zenreach, and now ActiveCampaign.

Recently Cory took on the role as Director, Global Channel at ActiveCampaign and, in the last 6 months, has relaunched a more focused Agency program, launched a new one to many Partner Onboarding, new partner journey, and more. All while leveraging the current team and shifting their positions to fit their skillset and the needs of the partners.

Previous to ActiveCampaign, Cory was at Infusionsoft/Keap for 10 years, helping them grow from 15M to over 100M, building and launching their channel sales team, 3 partner programs, and growing revenues from 0 to over 1M in ARR per month from Certified Partners.

mega If you have questions about anything SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc just ask.
Noah Green
See you soon!
Kasey Bayne (Pocketed)
Looking forward to it!!
Noah Green
wave It’s almost time. 8 minute warning @here — Get your questions ready!!

We’re welcoming Cory Snyder, Director, Global Channel @ ActiveCampaign into #general for this power hour Ask-Me-Anything! studio_microphone

@Cory Snyder will be free to answer your questions about anything around SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc!

🧹 How to participate? — Ask your questions here in #general -> Cory will answer via Slack’s thread feature, if you want to discuss you answer please be sure to keep your convo threaded within the ‘reply / thread’ feature.

See you soon!
Adrian Tobey
hey @Cory Snyder, log time simple_smile How are things?
Cory Snyder
How are you buddy? Glad to see you in the CSA slack! I hear from your post, mom & dad you are doing some big things!
Cory Snyder
Ive been meaning to reach out and connect.
Adrian Tobey
We've been pretty busy, I have my own partner program now lol
Cory Snyder
I know! So awesome to hear. Happy to help in anyway!
Adrian Tobey
We've been doing our best to forge our wya through, but I think we are having a lot of the same issues as ISF
Adrian Tobey
Being getting partners to actually sell/implement
Adrian Tobey
Find their own Customers etc...
Cory Snyder
Oh I can only imagine. #1 problem above but solve able with program and such
Adrian Tobey
Any insights you can provide on that would be super helpfuL!
leland morris
Hi @Cory Snyder...great to connect here and on LinkedIn!  It looks like you have 3 distinct partner types.  How are you building criteria that help you and your team understand what partners will ultimately become your best, most active?
leland morris
Hi @Cory Snyder...great to connect here and on LinkedIn! It looks like you have 3 distinct partner types. How are you building criteria that help you and your team understand what partners will ultimately become your best, most active?
Cory Snyder
Great questions. Yes we have currently Reseller/Agency, Affiliate and what we now call our APP partners.

Every program should start with looking at who your customers are and then who else is selling to your customers. Those are your potential partners. From there you build out the v.1 partner profile. You will more than likely not get it right the first time but everything ties to the partner profile from marketing, to pricing, programs and more.

Active is a loaded question lol. Giving away a ton of commission doesn’t always work and adding heacount to touch every partner doesn’t either but it’s a balance.

#1 partner profile is key which should be build off who is serving your customer profile.

Historically 70% of your revenue comes from 30% of your partners. It’s a reality but it can be shifted
leland morris
Great perspective here Cory...really appreciate you taking the time. I think your last comment there about the 70/30 relationship is so true, across the channel. That's what I'm really trying to dig into...making that ratio more productive for vendors. Man I'd love to stay in touch with you via LinkedIn and otherwise. Again, thanks for responding!
Cory Snyder
Yes please! My goal is spread that out a bit more! Its not comforting to know so much revenue could be at risk
Cory Snyder
Thanks @Noah Green and CSA for letting me participate in the AMA. Excited to help and learn from you all!
Noah Green
It’s a pleasure to have you in here, thanks for pulling through for the hour!
Noah Green
@channel It is time! rotating_light

Let’s get into our next AMA. Today we’ve got the pleasure of having Cory Snyder, Director, Global Channel @ ActiveCampaign here in #general for the next hour!

point_down

• Cory has over 13 years of experience working in MARTECH SaaS, helping build and scale Channel/Partnership program. Cory has had the opportunity to help build partner programs and channel orgs for 6 companies ranging from small agencies to over 100M companies. Companies like Infusionsoft/Keap, Zenreach, and now ActiveCampaign.

• Recently Cory took on the role as Director, Global Channel at ActiveCampaign and, in the last 6 months, has relaunched a more focused Agency program, launched a new one to many Partner Onboarding, new partner journey, and more. All while leveraging the current team and shifting their positions to fit their skillset and the needs of the partners.

• Previous to ActiveCampaign, Cory was at Infusionsoft/Keap for 10 years, helping them grow from 15M to over 100M, building and launching their channel sales team, 3 partner programs, and growing revenues from 0 to over 1M in ARR per month from Certified Partners.

mega If you have questions about anything SaaS, scaling a channel org & its structure, comp plans, channel, hiring, culture, etc just ask.

Note 🧹 If you’ve got something to add be sure to use the ‘reply’ feature in Slack so we can keep these discussions threaded!

Looks like we’re already pretty underway so I’ll let you get to it @Cory Snyder  muscle
Janine Perro
Hi Cory! Thank you for taking the time to answer some questions today. I have two in particular below:

1. What are some pieces of advice when scaling a program in terms of a checklist? Example: 1. define persona 2. MRR of targeting partners, etc. I have struggled with what to prioritize as you’re building and scaling at a quick pace.

2. What would be the biggest challenge you face in scaling? Is it “buy in” from other cross functional internal teams?
Cory Snyder
#1 Build a playbook! Id be happy to share a template if you email me at .

The playbook plays into partner profile, org size and who, the numbers (LTV/CAC, margins….) The playbook will consolidate the info so you can look at it from a 10K foot view and deliver it to executive leadership

Executive buy in is a tough one by far! The response if always “But how much revenue are you actually influencing” That is why its so key to show how and what you are doing to increase revenue and have a playbook explaining it.

I hope that helps
Cory Snyder
Set up a Partner Advisory Board. That will close the gap on executive buy in
Sanjay Goel (NachoNacho)
I'd love to have a look at your playbook template too! I'll email you.. thanks
Tamika Byer
Thanks for that tip, Cory! Will email you as well for the playbook template.
Susan Stone
Thank you. Would love to see the playbook as well. Emailing you now .
Heather Delleney
heavy_plus_sign I emailed you about the playbook as well @Cory Snyder thank you!
Cory Snyder
Sounds good!
Thomas (SaneBox)
same here
Kasey Bayne (Pocketed)
Hey @Cory Snyder wave what are your best tips for growing your partner channel in a crowded market with many competitors?
Cory Snyder
Loaded question lol but a good one!

NEVER finish your program! always evolve and listen to your partners. Set up a Partner Advisory Board and get the other Execs to participate. That will position you to move fast and shift when needed.

Learn from others. Many have done things really well and others not. Leverage their mistakes! Question everything. Why did it work why didn’t it work
Kasey Bayne (Pocketed)
Thanks Cory! Love the Partner Advisory Board - having a group of partners or clients as your go-to is so important!
Stephane Rioux (AppDirect)
Hi @Cory Snyder When creating a new program from scratch, how much details/definition would you suggest to plan for partner tiers/certification? Of course, you do need to think about it for when you scale, but if you have a small number of partners to start, they are not really useful.
Cory Snyder
Very good point and true! Customer data can tell you a lot if you have it. If you are tracking emails attached to accounts you can actually see how many potential partners you might have in your customer base with that data positioning you a list to call down and dig into what they would like to see.

Program are interesting as there are many things from certs, to discounts or commission. Looking at your market and other competing programs is what I have done. Honestly, they are all over the place!

Your are blessed with a handful of partners though. You can work with the one on one to determine what materials they are looking for and so on.
Cory Snyder
@Stephane Rioux (AppDirect) I was thinking about your question today.

Here is what I would say you should have broken down to start.

Why Who How many to beta if you do a beta How long will the beta be

Program details as in the below.

Commission structure Onboarding process Org structure - if only one they makes it easy but you need to be clear on what that one position is to do. They can’t be sales, hunting, support, AM and so on. Playbook to detail the work done, what needs to be done, what’s working and not working. What partners are requesting as far as materials, api, white label and such.

Goals are good but I wouldn’t set them on the first 3 months outside of establishing your partner profile, partner journey and who does what work. From there you can set goals & expectations. In addition 3 months will give you some financial numbers to look at.

I hope they better answers your question.
Cory Snyder
Certs are less important in the beginning but you could figure out what needs to be on the course over the first 3 months and eventually turn that course into a cert
David Thomson
Hey @Cory Snyder - Thanks for taking time. Two part question here. What do you feel is the biggest challenge in getting a channel program off the ground and, once it is off the ground, what’s the most difficult problem in scaling. And, any advise on solving for those problems?
Cory Snyder
The biggest challenge for me is WHO!

Once you figure out your v.1 who, you now get to figure out how do you attract them. Do you do it via marketing spend or hire a hunter?

From my experience scaling stops with Executive buy in. In addition to know when to add headcount. Most channel orgs do not have their scaling methodology. “We add channel managers when we reach 400 partners in a region”. In addition, understanding LTV/CAC, margins & churn seems to be harder than they need to be.

Start your program with the #s in mind! Know how “healthy” you are as a program. I compare my margins and numbers to the other revenue channels.

Get Executive buy in through involving them in the process. Get partners in front of them. Hold quarterly syncs with your top 12 parnters. Set up a Partner Advisory Board. Stuff like that is what I have learned to move a program forward
Andrew Voirol
@Cory Snyder ty for the reply you actually touched a bit here, that supports my threaded question above.
David Thomson
Awesome thanks!
Sanjay Goel (NachoNacho)
Thanks @Cory Snyder for doing this. How would you rate the comparative effectiveness of: 1) Reseller partners, 2) Referral partners, 3) Agency partners, 4) Affiliates, 5) Others?. In terms of quality of customers - primarily on an LTV basis.
Cory Snyder
Good question. LTV/CAC is historically much better in your Reseller/Agency programs depending on how you set them up.

Example: Our Agency/Reseller program doesn’t touch our success floor. Partners own the success of the customer and work through the people on channel which is normally lean. So the cost to operate is much less expensive which gives you leverage to scale. Churn is normally lower as well

Affiliate I have found is your least profitable program depending on the commission structure.

Much of profitability is based on commission structure.
Sanjay Goel (NachoNacho)
Interesting... that's what I expected. What about 'Referral partners'? Somewhere in between?
Cory Snyder
Yup. Affiliate send you leads and you do all the work, referral partners send you warm leads that should convert higher and you do the support, Agency/Reseller they do all the selling and support of the clients
Cory Snyder
I have found you can merge the referral and affiliate into one though
James Sandoval (MeasureMatch)
@Cory Snyder Thanks for taking questions. Here’s one: How do you balance respect for, and value of, agency/consultancy/SI partners re: their services capabilities (perhaps first) vs their roles as partners for sales (perhaps second)? Taking onto account service providers earn the vast majority of their revenues from services.
Cory Snyder
Tough one! Understanding the Churn is going to give you that win. At previous organization churn for partners was a point lower and customer stayed on 6 months longer. Not for just account they brought on but those they are servicing.

BUT you have to be able to track your partners. How many accounts are they servicing. That includes those they sold and many they have not. You can back into the numbers as far as expansion & reduction in churn.

From there you know the value of your partners as far as keeping and expanding revenue vs new revenue. This is one of the biggest misses in most organizations. They only look at new biz
Cory Snyder
From there you build out your marketplace to share your customers based on services you don’t provide
James Sandoval (MeasureMatch)
Superbly helpful @Cory Snyder. Love this. Thank you.
Cory Snyder
Thanks!
Sankararaman
Hi @Cory Snyder Great to have you here simple_smile

In my view, companies with active partner programs must have : A Partner marketing team, a Partner evangelism (Technology partnerships, ISVs, SIs) team, and Partner managers to foster and upscale existing relationships ; How would your views and suggestions align or diverge from the above - from your perspectives and experiences?
Cory Snyder
Depends on the size. You don’t initially need those things but to scale you will. But again, different programs for the different profile types.

Having Marketing commitment is key! Things will get created for customers or sales to use and partners will get “forgot”. Get marketing alignment to create materials for all revenue channels and you win!

Channel mangers are a massive key to this from hunting new partners, establishing relationships and scaling the partnership.

ActiveCampaign we have the above but we also have 7K partners just in reseller/agency. Grow the program and command resources but know your numbers
Sankararaman
@Cory Snyder Thanks for the answer! And 7k sounds massive!fire
Cory Snyder
It is. Now to get them to sing out praise haha
Kimberly Jefferson
@Cory Snyder How does marketing and public relations play into your channel strategy?
Cory Snyder
Interesting enough, marketing does not give themselves enough credit for the influence they have on channel growth. Our leads would double for partner prospects when marketing did a paid ad or email blast that wasn’t even for channel. So in my opinion, alignment is going to be key. Not from a marketing spend but a material stand point.

We have someone dedicated to Agency/Resellers at AC and it makes the world of a difference to generate partners, send out marketing materials, notify them of new product offerings and so on
Cory Snyder
@Kimberly Jefferson I hope that helps if not, shoot me an email
Erin Rosintoski Lewis
Hi @Cory Snyder, re: refocusing your agency partners program, what didn’t work the first time around that you’re doing differently this, and do you have early feedback or results yet? Thanks so much!
Cory Snyder
Great question!

1st and foremost the program was built off of a transaction. If you owned the billing you were a reseller but if we billed the customer you were an affiliate.

You should never build your program off of a transaction but off of a profile type. Agency/resellers need the flexibility of how they transact. So we changed that and it has been a huge success.

Build your program off of a profile not the billing transaction
Kiran Elengickal
Hi @Cory Snyder Thanks for taking the time. 1.When you identify SI partners, what are the key criterion to select them 1. From your experience, Is it best to work with multiple SI partners or do you prefer to work with a single one. 2. If the answer to #2 is multiple partners, how do you select the right one for a particular opportunity
Cory Snyder
1. We look at potential impact. SI meaning integration or app partner right? 2. I may not fully understand the question for that I apologize but I would say this, I never do exclusivity. So we work with as many potential integration as we can handle. We look to partner with areas that would be considered a less focus for us or to gain more share.

Example. We have a CRM but we integrated with Salesforce. That expands our marketing opportunity vs closing it down and competing
Kiran Elengickal
@Cory Snyder Thanks for answering. By SI I meant system integrator/implementation partner who would the product company with the services side. I get your point. Thanks
Cory Snyder
We don’t have many. i think we have 3 total that focus on integration. We could use more probably
Kiran Elengickal
Thanks
Noah Green
One from @Stewart Townsend - Channel.Vision — How does the team forecast agency business? - Do they have run rate partners who can rely and forecast to bring deals in and then the outlier deals that pop up from nowhere that can never forecast.
Cory Snyder
Great question. This is a tough one given most partners do not share their working pipeline.

How I do it is look at the numbers from a consistency perspective. I do this with the channel manager in every region. If they have a partner that brings in 10k in ARR each month and has for 3+ months its safe to assume they will do the same. With that in mind, it’s not an easy science if you work with SMB agencies like we do. We have 300+ partners per region.

So I forecast based on the #’s, pipelines we do have and CAM experience/knowledge of the partnerships
Andrew Voirol
@Cory Snyder there are two other SaaS solutions I’d like to bring to an offering when re-selling a marketing automation tool as an ActiveCampaign partner (for example) . This would be likely via API rather than Zapier. The solution would benefit everyone if all embraced, but with a siloed longer tail process of getting all to adopt the idea. How would you recommend approaching accomplishing this?  To help clarify, would it be on my shoulders to market Active Campaign a portion of the solution, and take advantage of the margins in up-sold bolt on solutions for a comprehensive “package” ?
Cory Snyder
yes build out the package, run conversion %, ROI, revenue gained each month and so on. Build out the plan and deliver. I like to get other involved as well to pressure test and or help build it. Having others bought in
Andrew Voirol
So build it. Build it well. Then come back to Active Campaign or Partner Channel Managers to asses, if there are next steps to take that are available to present the value of taking it to a more visible opportunity to more of AC’s marketing channels, etc . Correct?
Andrew Voirol
With verified analytics, conversions, etc of course to implied in the presentation of the success.
Sankararaman
I've another one @Cory Snyder

I have never understood what they've exactly meant, and this definitely seemed like a good opportunity to put it out and learn as well; What are platform and agency partnerships and how'd you place them as an essential factor in a partner program?
Cory Snyder
Depends on the product or platform BUT, Agency partners have been a huge revenue (land and expand) opportunity for the companies I have worked with. Opening up markets is so much easier with partners in those regions.

I lean towards agency partners but again it depends on the end goal. Integration partner are vital if your customers are asking for it or you see it as an opportunity to gain their customer base by partnering.
Sunir Shah
@Cory Snyder Some agencies activate. Most do not. How you figured out what is blocking most would-be partners from being successful and what ISVs can do about it?
Cory Snyder
Definition of “activate” is subjective and normally is based off if the partner is selling which is flawed thinking. We have a large amount of partners who sell $0 new businesses but we know they are attached to certain accounts and can see them grow and retain.

I think we have to make sure we are not putting partners in a one size fits all mentality.

We look at 5 different metrics like new biz, expansion, churn, contractions and so on.

Build a strategy to get the partners to do what they do best. That doesn’t mean your program has to match that. Your program should be built to drive additional revenue.
Andrew Voirol
@Cory Snyder In partner growth, getting buy in from boards, or other decision makers, in both current AC or past companies, while churn rate I’m presume is measured from the company overall, is churn a metric that focused from building the partner(s) or partner programs or is # of Sales from the partner more important, again in the context of growing a successful partner program?

You touched on this a bit on the other questions it looks like, so perhaps to refine, does AC measure as a company measure their Partnerships (all combined) or per type, (Referral, Affiliate, etc) for Churn/LTV/CAC ?
Cory Snyder
Push to have the churn, LTV/CAC broken down by program! As you scale this will be key on your investment
Andrew Voirol
Yes as a individual partner, measuring those, 100% agreed. I meant as a Partner Program Manager/Channel/Territory etc are those metrics measured, and considered when determining the success of a partner program.

To take that one step further, Which is a better metric of success when presenting the health of a partner program? “We had 153 sales up this quarter from 122 sales last quarter! Hooray we’re growing.” OR “Our revenue is staying strong and level this quarter!” The reason I ask is you can tout sales every month, but if the customer churns after 1-3 months, you have a problem, but it gives a superficial appearance that there’s consistent growth, but it also likely incentivizes partner sales and friendly competition, not always a bad thing in a way.

Sorry that migh be more than able to swallow here as the hour is just about to wrap up. simple_smile
Noah Green
@Cory Snyder another one from @Stewart Townsend - Channel.Vision — What % of revenue does the partner team contribute to the overall ARR and has that increased or stayed flat (YoY) ? — Dont have to talk numbers but something Im interested in capturing is how much partner teams contribute V Direct.
Cory Snyder
Overall partner programs Agency/Reseller/Affiliate make up close to 50% of the revenue. We are only gaining momentum and grabbing more and more of that %. BUT we could take more if we scaled headcount faster haha

Watching the market shifts and shifting what you need with your program from commissions, added benefits to your program and partner involvement is key.

Also, you have to be passionate and push. Majority of the orgs I have worked for partners are less important as direct. It’s hard to grow and understand.
Sankararaman
@Cory Snyder As different companies' partner programs define it in their own way - what would, in your opinion, be the concrete definition of a Strategic alliance and Strategic partnership? And, how would you differentiate them both?
Cory Snyder
I think the word Alliances means to me Large Affiliate. Which isn’t bad by the way. It just means the engagement and execution of relationship is different.

Partnership means you will do for me and I will do for you. Build your partnership that are not 100% based on the money but add things like contributing to the blog and so on

Give and take is key when establishing a partnership.
Katie Lambert
@Cory Snyder what have you learned world best for partner onboarding? Any mistakes or best practices you could share?
Cory Snyder
Love this question! When I started AC we had a 4 email onboarding process. It is such an underrated position on the channel team!

We started with a one to one 6 call partner onboarding. Dialed that in to 3 calls while pushing the other 3 calls to the channel managers to do n their first call.

We then shifted 3 months ago to a one to many approach. 3 calls total but 2 times a day to hit the timezones (mon, wed, thurs).

Start off slow, understand what they need to get up and running. Track the success from a perspective of time to first sale, time to 2nd sales. See if that timeline changes or shortens when you make your changes and such
Cory Snyder
Thank you all for your time and questions today! Please connect with me on LinkedIn at https://www.linkedin.com/in/corysnyder/ and email me at . I would be happy to do a call.

I will jump in to the threads though and add more context but again if you want to dig in, just hit me up
Andrew Voirol
Great Q&A hot seat Cory, thanks for your time and candor and have a great holiday weekend.
Sankararaman
Thank you for the time @Cory Snyder and sharing your views! Great interacting with you, as always.
Noah Green
@Cory Snyder thank you so much it’s been great having you here for the past hour, tons of learnings shared! clap

I must say that was an awesome session, really enjoyed the discussion tada — I hope you all enjoyed the hour!

p.s Hope you all have a great 4th of July weekend!
Cory Snyder
Thanks again for having me!
Sunir Shah
Happy Friday everyone!

I got some great news from Jay McBain, Forrester. AppBind made it onto his map of channel technology.

We’re in illustrious company to our vendor peers here in the Cloud Software Association; congrats to everyone. It’s an exciting time to be a channel executive in cloud software as the market continues to grow, grow, grow.

https://go.forrester.com/blogs/channel-software-tech-stack-2020-prm-tcma-ecosystem-incentives-channel-data-learning-readiness-and-pricing/
Kasey Bayne (Pocketed)
Congrats Sunir!!! A great recognition of the amazing work you've been doing with AppBind!
Dina Moskowitz
Congrats Sunir! SaaSMAX's PartnerOptimizer was also recognized in Forrester in two categories "Channel Data Management" and "Ecosystem Management", for our partner discovery/segmentation/profiling engine.

I see a few other platforms mentioned from CSA as well!
Sunir Shah
SaaSMAX has been a leading light for a long time. Congratulations for your continued advancements this past year with PartnerOptimizer.
Dina Moskowitz
Thanks Sunir! There's some great innovation going on (including AppBind) that is helping to transform best practices for channel teams. Most will be extremely valuable for SaaS channel teams.
Amir Karmali (Daylite)
Hi all,

I'm doing some research on best sites to host our community page/forum. Wondering what you're using in your companies? The purpose is to create a communication channel between partners to share learnings, updates and resources. Any suggestions?
Sunir Shah
Summoning @Tori Barlow @Eddie Patzsch @sudhir
Eddie Patzsch
summoned
Eddie Patzsch
Hi @Amir Karmali (Daylite) nice to connect. There are a handful of companies I'd suggest. Do you mind sending me a DM and telling me a little bit more about your tech stack and the types of companies you partner with? Happy to point you in the right direction!
Amir Karmali (Daylite)
Thanks Eddie.
James Sandoval (MeasureMatch)
Hey folks. We just wrapped up a glossy two-pager to [attempt to wink] clarify why MeasureMatch's Partner Hubs are worth baking into SaaS/enterprise technology vendors' GTM strategies - to grow new channel partner relationships and to deepen existing ones. Check it out here: https://measurematch.docsend.com/view/tjdiikcmj24h7jbu. All ideas welcomed.
Kelly Sarabyn (HubSpot)
This looks and reads great. As a marketer, I would make a few suggestions for clarity- just generally when you throw too many verbs or adjectives at a person in one sentence they tend to not process any of it so there might be a few places to cut that down here: -is a professional services marketplace platform and partnership ecosystem -can you reduce this? It's hard to follow esp with 3 more verbs in this sentence. Not sure 'partnership ecosystem' adds or clarifies -easily find and book - hard to process all this, I would just ditch easily -The sentence Partner Hubs are.... is confusing to me. Is 'by forming valuable partnerships with professional services providers' accurate? Bc that would be clearer to someone not familiar with this company/model. And I'm not sure what 'expand' refers to-can you be any more specific? -valuable, mission-critical - I'd just go with second -Make Partner Hubs... would remove period at end of this -Ask us for details - would remove periods just for consistency
Janine Perro
Hi @James Sandoval (MeasureMatch) I like it alot, I like the 2 sections of "new route" and then the GTM strategy page. Is there a way in one of the bullets you can give an example under "measure partner performance" - see what partners perform best <<< very vague - in terms of MRR? Quantity? Just any examples in that section I think would be good simple_smile
James Sandoval (MeasureMatch)
Oooo...this is excellent @Kelly Sarabyn (HubSpot)! Thank you. I’ll look at each of your items and bake into the work we’re doing to improve the doc. Thank you so much blush
James Sandoval (MeasureMatch)
@Janine Perro Thank you! I’ll circle back with notes and answers. I’m deep in prepping dinner for the fam now blush
James Sandoval (MeasureMatch)
@Kelly Sarabyn (HubSpot) Lots of great points. The copy is mind and I know I can get a little verbose...over excited. I've done some surgery off the back of your recs, which are very much appreciated. I love feedback like this wink.

@Janine Perro Great question re: partner performance measurement. I'll see what we can bake in. It may be worth [attempting to] clarify that we're not trying to become another system for recording product sales by partners (there are lots of systems already out there). We'll have some of that data to demonstrate our platform's value to software vendors at a high level, but things like MRR and commission/referral/affiliate fee management are for PMPs and related orgs. Also important is that we have no plans to monetise on product sales - when service providers in our network sell products/licences into clients as part of their service engagements, any/all commissions are between software vendors and service providers. MeasureMatch makes money through each services contract and a soon to be released subscriptions model on the vendor side of the platform.

Clearly, kinda complex and a lot to distil into a handful of bullets wink.
James Sandoval (MeasureMatch)
Here's a taster of the reporting layer we're building for technology vendors...
Janine Perro
I love that dashboard! Thanks for sharing. I think because you’re not “competing” with the PMPs you should make that clear. Maybe say something like “an insightful dashboard to keep you organized and on track with your trending success of partners” or something that indicates what you ARE doing.
Janine Perro
Or, take it out all together so people aren’t expecting in detail metrics
Alex Glenn
Hello all - happy Monday - @Sunir Shah gave me the go ahead to post a little intro to our new and unique accelerator a few you know and us here at Partnerprograms arre hosting starting August 1st.

If you are a part of a SaaS currently exploring or iterating on an agency-focused partnerships channel for 2021, this is perfect for you.

36 sessions 14 experts 90 days of training The ONLY training for partner teams from all sides of the SaaS-agency partnership!

We'd love to have you simple_smile

@Bryn Jones @Sunir Shah @Jess Waldeck @GJ - Apideck are all teaching sessions along with some top agency partners like Hawke Media, Electric, Aptitude8, Invisible PPC, Cyberbytes and Stephen Steers.

https://partnerprograms.io/resources/partner-program-accelerator/
Jeff Mattan
Thanks for offering this Alex! Three questions. 1) How are you defining agencies here? 2) I am between jobs. Might I join if you have space left over (I realize you may say it isn't worthwhile if I cannot complete the assignments to target agency partners)? 3) Also, what is the cost? Thanks again.
Junaid
Hi everyone, I am looking for some feedback on the reseller program that we recently introduced at LambdaTest. - https://www.lambdatest.com/reseller/

Some features include: 1. Buy/Cancel/Modify customer plans anytime 2. Lifetime recurring commission 3. Priority Customer Support 4. Exclusive marketing support 5. Early discount notifications
Janine Perro
Hey @Junaid I think this looks great from an overview/vague standpoint - is there something in particular you're looking for feedback on? I took a look at the site too simple_smile
Jeff Mattan
I have similar questions. I also would like to know what you want partners to do and why you changed or introduced this program (what's your goal?). That will help us review the program to see if it supports the behaviors you want.
Jesse Rivera
Hey @Junaid - I'd spell out the commission your partners actually get as it's pretty ambiguous. Some real life examples that partners have received, without specifically naming them. Also, having partner quotes about how they are benefiting from your reseller program would show more value. Lastly, I'd think about building a reseller view into your product over time. For example: if I could login as a partner and see all the clients that I'd resold and can make changes on my clients behalf and subsequently make your service easier for my clients to use, that is a much better story to tell then saying you need access to your clients login credentials. Obviously a longer term initiative with product centric dependencies, but something to think about.
Junaid
@Janine Perro yes, I am looking to get a feedback on reseller flow after signup. Would be great if you can help
Junaid
@Jeff Mattan We are offering a reseller program wherein resellers can buy LambdaTest product on behalf of their clients and earn great commissions.
Junaid
@Jesse Rivera Commission % is something we have discussed already and will get the same added. We just launched our reseller program and do not have any reseller who has bought their client. It would be great if you can signup as we already have the backend ready wherein a reseller can see its clients. download the invoices, upgrade or downgrade the plan at any time.
Jeff Mattan
Anyone want to spend a bit of time educating me on sell with partner program dos and don'ts? I ask as I interviewed recently at a startup that wants to focus on selling with digital marketing agencies. The majority of my partner program experience is in sell through and referral/ agent type programs. Thanks in advance.
Sunir Shah
Sure thing. When is good for you?
Stewart Townsend - Channel.Vision
Hi Jeff happy to help on this to, in the UK. DM if want to connect
Peter Radizeski
would be happy to chat
Jeff Mattan
Thanks @Stewart Townsend - Channel.Vision and @Peter Radizeski! I've got a few calls lined up later this week and will reach out to you to schedule some time with each of you as well.
Amir Karmali (Daylite)
Hi all,

I’m researching commission structures for partners. What is the standard in the industry? Is there a standard?
Peter Radizeski
Nothing standard about partner programs. Some are affiliate, some referral, some indirect sales, some partner (like with digital firms, devops, other adjacent companies).
Sunir Shah
It’s true the nature of the partner program sets the model. Affiliates want cash up front; service partners want discounted/rebated subscriptions for various reasons. Besides affiliates, most partners are not motivated by commissions, so you don’t need to overthink it. Most partners earn money from customers. Commissions are best framed to pay back the time invested in the relationship.
Jeff Mattan
I agree with Peter and Sunir. In UCaaS, partners do actually earn some money off of their commissions (in addition to the services Sunir hints at) and get them in perpetuity. That means the person creating the program has to get these right as they can and will become a big cost line item that the CFO will start to question. Best to start low and add as feedback from partners and the market comes in.
Sunir Shah
Just to brag a bit, this problem is why one of the key elements of AppBind’s rebate system is that commissions are earned for exactly as long as the service partner is managing the account, no more and no less. You don’t have to proxy it by saying 12 months or lifetime. All of this is automatically handled without partner operations getting involved manually.

Once the customer terminates relationship with the service partner, the commissions end; but this also means as long as the service partner is providing service, they are earning. So when CFOs question what is going on--for good reason--you can justify it because work is legitimately being performed by the partner to justify the relationship.
Jeff Mattan
:+1: I like that Sunir (and it is OK to brag a little ).
Amir Karmali (Daylite)
Thanks everyone for your feedback. I guess where I’m struggling is in the price of subscription and value added services our partners are able to provide. Our subscription cost is $29/month. A customer may need about 1.5 days of implementation support. We target small businesses 1 - 50 staff. Small businesses typically have limited funds to pay a consultant and have mindsets that they can do it on their own. The app isn’t hard to learn but it does have complex features that most don’t even get to. So only some of our customers look for a consultant. Not a lot of money to be made for a partner at the end of the day.I will say there is an assumption on my part that other SaaS companies have higher subscriptions and partners are able top provide more support, which results in more revenue then we can provide. Is that a correct assumption?
Peter Radizeski
most of the partner support is in the sales, on-boarding and training (unless the vendor (YOU)) do the on-boarding and training. The partner has to be shown how to provide/offer/monetize/market these services (Prof Services?).
Peter Radizeski
User adoption (using the product buy also using the advanced features in order to realize the full value of the product) are important for customer retention and CX. Pushing training is good for the whole ecosystem - customer, partner and vendor.
Noah Green
Afternoon from London, hope everyone’s enjoying their week wave

It’s been a minute and a half since I’ve done this… It’s time for some mid-week content stopwatch books

• Have you / your team produced / come across any ‘share-worthy’ content over the past few days? • Blogs, Webinars, Virtual Events, Podcasts, it can be anything!

Drop a link in the thread and let everyone know below!

point_down
Kelly Sarabyn (HubSpot)
We interviewed the Founder and CTO of Insent who broke down what SaaS companies need to consider from a technical perspective (and how much eng resources they need) when building product integrations with their partners. https://www.pandium.com/2020/07/a-ctos-take-on-building-product-integrations-an-interview-with-prasanna-venkatesan/
Kasey Bayne (Pocketed)
Our team at DataTrue released a new infographic on 7 tips to help you prepare for Google's new app+web analytics solution: https://learn.datatrue.com/7-steps-app-plus-web
Junaid
We wrote a blog on 10 Responsive Web Design Challenges And Their Solution: https://www.lambdatest.com/blog/10-responsive-web-design-challenges-and-their-solution/
Janine Perro
Hi there - I am starting a new project that is giving out "Partner Awards" I took a look at Google's site to see how they broke it down by partner type, and what they did (which was actually helpful) but if anyone has experience with this, or suggestions around awards, that would be great simple_smile
Kelly Sarabyn (HubSpot)
No personal experience, but from a marketing perspective, I thought Yotpo did a good job. https://www.yotpo.com/partner-awards-2019/
Janine Perro
thank you - i'll take a look
Peter Radizeski
splunk does it the way most programs do it (https://www.splunk.com/en_us/blog/partners/announcing-the-2018-splunk-partner-award-winners.html) It depends what you are trying to showcase - most revenue or most successful (not the same thing). Partner with the highest ARPU; with the most deals; Fastest 90 for new partner; etc.
Steve Deckert
Has anyone here worked with Stamps.com on a partnership before? If so, would love to hear your thoughts/impressions! Send me a DM.
Jaimie Fucillo
We've just been reorganized from reporting up to Sales to reporting up to Product. Our new leadership is eager to rename the team from "Business Development" to "Partner Platform." I'm looking for input on what we're seeing as the industry standard? Is there a new name for what we do that's gaining traction? Our team covers both sides of the partner ecosystem (API integrated and Channel referrals). Thoughts sincerely appreciated!
Jake Wallace
The folks at Crossbeam have a great resource for just this: https://blog.crossbeam.com/partnership-job-titles cc @Sean Blanda (Crossbeam) and @Bob Moore
Sunir Shah
Definitely change from Business Development. It’s been overtaken by sales.

Personally I could call the group Partnerships, and have your technical partnership lead take on the Platform Partnerships designation and your channel partnerships person either go with Channel Partnerships or whatever term is more aligned with your actual channel such as Agency Partnerships or Service Partnerships.

You could expect reporting structure to change again one day if channel grows.
Sunir Shah
Titles are just marketing for external parties. I think of them as keywords people search for on google “LinkedIn mindbody partnership”
Steve Deckert
I’ve seen it called the Partnerships Team which can contain Platform/Technical Partnerships & Channel/Agency Partnerships sub teams.

Note: most of my experience is in the ecomm space so I’d be biased towards those naming conventions.
Kelly Sarabyn (HubSpot)
From what I have seen larger platforms usually have Platform or Platform Ecosystem as a team. Reporting to Product makes sense for tech partnerships, but what seems different in your case is channel partnerships will also be reporting to Product. I think Sunir's idea of Partnerships for the whole team makes sense as agency/service partnerships don't typically fit under the moniker Platform, though SIs might.
Jeff Mattan
Can you give a bit of context as to why they moved you to the Product team? Also, other than the reporting and name change, did anything else change?
Jaimie Fucillo
The core of our partner revenue comes from our API platform, so having greater control over our product roadmap is key in growing the partner ecosystem and associated revenue. Nothing else has changed, except it's likely the API dev resources will ladder up under my team in the near future.
Jeff Mattan
Thanks Jaimie. I think having API dev resources would be a good thing for you as that allows you to tell a "we control what we get built for you" message to partners (and I realize that may be obvious to you). Given that what you're called is really something that matters to your partners (Business Development might not have been the best thing since it is pretty salesy now), I suggest you name yourself whatever is needed externally to do your job effectively and let the Product team call you what they want.
Tori Barlow
Happy Friday everyone. I thought I'd share these virtual courses and workshops for building a channel program. https://saasysalesleadership.com/channels-programs/
Dina Moskowitz
If you're a Channel Chief or on your way towards being one, SaaSMAX is hosting a live webinar next Friday with one of the most highly respected executives in the IT Channel- @Janet Schijns. Just this week she was selected as one of the Top 50 Women in Tech. She is the CEO of sales enablement consultancy JS Group and a longtime Fortune 500 executive with Channel leadership experience spanning Verizon, Motorola and Office Depot. To register click here.

In this conversation with Janet, she'll talk about: • How leaders at all levels of your company can focus on your ideal partners and equip them to capture new revenue opportunities, driving your returns higher • Why the right data is key to engaging partner’s clients and your increased revenue stream • How social is the new marketing channel that can increase partner acquisition, sales efficiency and drive new partner revenues.
Cassandra Anderson
Team, if you haven’t heard @Janet Schijns speak, DON’T miss it! She’s fantastic. @Dina Moskowitz, thank you for hosting! This is going to be great! heart_eyes
Jake Wallace
@Greg Plum ^
Greg Plum
Absolutely! I love Janet. She is very impressive and just a great person.
Dina Moskowitz
@Sunir Shah dont miss.
Rob Balasabas
INFLUENCER BRAND DEALS and SPONSORSHIPS. I’m creating a resource and am looking to interview a few people that represent brands and how they approach brand deals and sponsorships with influencers on YouTube, Instagram, Podcasts, Virtual Summits, and other Social Media/Channels.

If you’re in this space, I’d love to chat, please send me a DM here. v
Curtis Davey
Hi @Rob Balasabas at TubeBuddy I'm catching up on old convos that I missed and this one caught my eye. Did you get many responses? I used to work in Influencer Marketing so have quite a bit of experience working with influencers and brands but in my current partnerships role, we're just starting to develop an influencer partnership program but it's blurring the lines a bit between influencer and affiliate. I'd be happy to discuss this and would appreciate any insight that you might have found in your research.
Noah Green
Good Morning from London! We finally have a little bit of sun (a rarity over here) sunny

Later today we’ve got our next pairing in #coffee-time coffee zap

Don’t know what #coffee-time is?

• We’ve deployed Donut into the channel which auto pairs members of the channel bi-weekly on Mondays at 10 am PT / 1pm ET doughnut • All you need to do is be a member in the channel! No profiles are created and you’re auto paired every other Monday! • What happens if you can’t make the time? You can circle back whenever you get a moment, the meeting doesn’t take place then, it marks the time when Donut puts you and your pairing into a chat to schedule your meeting!

Look forward to pairing with one of you later!
Agnese Kalnina
Hi guys, We at Lokalise are in the process of bulding a well functioning Partnership team, I would love to connect with someone who has built or is working for a company with already well established partnership team. Things I am interested - who do partner managers report to (sales, marketing, product?), KPIs, division of tasks within the company in reference to partnerships (SDR, Sales, Marketing) etc things. Would appreciate if someone could jump on a quick call with me and share their experience.
Catherine Brodigan
hey @Agnese Kalnina! would love to chat - I know our respective partner marketing teams have been in touch a bit recently blush feel free to DM me and we'll set something up!
Briana Strauss
Hi @Agnese Kalnina Crossbeam is another great resource and has put together some reports on this. @Sean Blanda (Crossbeam) put together a State of Partnerships report on KPIs, titles, etc. that you might find helpful simple_smile https://blog.crossbeam.com/2020-partner-ecosystem-report?utm_source=hs_email&utm_medium=email&utm_content=81906801&_hsenc=p2ANqtz-83bKSqUYfLQUhw6dMpHP9HvNGl8ananfTuNwNTaKoFp9BZ_cqE-z31W_7LukTyFrqj2MZSE_ipFahDdhMUWyi6mWKTbQ&_hsmi=81906801
Dina Moskowitz
HI Agnese - both of the above are great responses. Ultimately the answers to your questions require customization based upon your product and type of partner program(s) that you decide to launch. For example, if your partner program is set up such that your own sales people are needed to close and support a partner's deal then perhaps sales is where it should report to/collaborate with.
Jeff Mattan
Hi Agnese. I've built the infrastructure teams (programs, ops, marketing, enablement) that have supported the partner sales and technical teams and have advised on things like the role of the partner manager and inside partner manager. I agree with the above (it always "depends") and am happy to chat but tomorrow is better for me
Agnese Kalnina
Hi guys, much appreciated. I have been following Crossbeam already for a while, great resource for sure. Sure, it depends, but that's where I wanted some of your input to discuss some scenarios. Will DM you, thanks again pray
Noah Green
Hey @channel wanted to give an update wave

This Thursday at  10 am PT / 1 pm ET we’re inviting Cristina Flaschen Founder and CEO @ Pandium into #general for another exciting Ask-Me-Anything! rocket

Want to get involved?

React to this message with a white_check_mark to confirm your attendanceAdd the event into your calendar so you don’t miss it: http://evt.to/usiigdow

-- Some background…

Cristina Flaschen has 10 years of experience working in technology partnerships, helping to execute integrations at multiple different SaaS companies.

Most recently, Cristina is the founder and CEO of Pandium, an integration platform specifically designed to power in-app integration marketplaces. Through Pandium, she has interacted with hundreds of technology partnership leaders and helped SaaS companies to successfully execute on their partnership strategy with minimal engineering resources.

Previous to Pandium, Cristina managed integration projects and technical implementation teams for over a decade, including at Handshake (acquired by Shopify), Booker (acquired by MindBody), and Arbela Technologies.

If you have any questions on developing a technology partnership program, building and maintaining integrations, launching an in-app marketplace, or the importance of SaaS product integrations (Pandium recently released a report on product integrations at the 1000 fastest growing SaaS companies), Cristina would be happy to help. chart_with_upwards_trend

Hope to see you there!
Melissa Kwan (eWebinar)
Hello all! Happy Monday :)

Do you or someone you know do a ton of repetitive webinars (trainings, demos, onboarding) for customers?

I’m looking to get feedback on an automated webinar solution we are rolling out in 2 weeks. (ewebinar.com)

We’ve been using it for a month (at a company I consult for) and have onboarded a number of early customers, but they are all friends or people I’ve worked with in the past.

I’m hoping to connect with people I don’t know to make sure the feedback I’m getting covers all bases!

If you live this problem, please DM me!!

Thank you all!!
Michael Tippett
would recommend people check this out
Jason Breed
Live training technical Partners - we currently use GoToTraining and looking to update. Want a more flexible solution to incorporate recorded training for basic and live training for advanced training. What are you using?
Sunir Shah
@Neha Varshneya summoned
Kasey Bayne (Pocketed)
This is a great question, Jason! I've used Thinkific, but just for recorded training, I'm not sure if they have a live option. Interested in hearing what others recommend.
Kasey Bayne (Pocketed)
Anyone from Crossbeam in the room? Got an email about their new Partnership Playbook which is a great resource: https://www.crossbeam.com/the-partner-playbook/
Paddy McGill (PartnerPixel and Other SaaS Companies)
@Sean Blanda (Crossbeam) point_left
Sean Blanda (Crossbeam)
wave
Kasey Bayne (Pocketed)
Hey @Sean Blanda (Crossbeam)! (and thanks @Paddy McGill (PartnerPixel and Other SaaS Companies)!) This is a really nice resource! Give your team (and yourself!) some virtual high-fives from me!
Kasey Bayne (Pocketed)
high five
Sean Blanda (Crossbeam)
Thank you! Feedback very welcome! We hope to update this often, so let us know what we’re missing, what needs more context, etc
Marc Fortin
Echoing Kasey, I also received this Playbook and what a resources! Crossbeam is killing it with their content right now. First the _State of the Partner Ecosystem_ now this!
Kasey Bayne (Pocketed)
I am full of questions this morning! coffee This one is not directly partnership related, but has anyone worked with FirePower Capital before? Would love some personal insights!
Mark Cohen
Hi @Kasey Bayne (Pocketed) I know the team personally and they are a fantastic group. Definitely would recommend them!
Kasey Bayne (Pocketed)
Thanks Mark! Much appreciated!
Noah Green
@here  wave

Tomorrow at  10 am PT / 1 pm ET we’re inviting Cristina Flaschen Founder and CEO @ Pandium into #general for another exciting Ask-Me-Anything! rocket

-- Some background…

Cristina Flaschen has 10 years of experience working in technology partnerships, helping to execute integrations at multiple different SaaS companies.

Most recently, Cristina is the founder and CEO of Pandium, an integration platform specifically designed to power in-app integration marketplaces. Through Pandium, she has interacted with hundreds of technology partnership leaders and helped SaaS companies to successfully execute on their partnership strategy with minimal engineering resources.

Previous to Pandium, Cristina managed integration projects and technical implementation teams for over a decade, including at Handshake (acquired by Shopify), Booker (acquired by MindBody), and Arbela Technologies.

If you have any questions on developing a technology partnership program, building and maintaining integrations, launching an in-app marketplace, or the importance of SaaS product integrations (Pandium recently released a report on product integrations at the 1000 fastest growing SaaS companies), Cristina would be happy to help. chart_with_upwards_trend

spiral_calendar_pad Add the event into your calendar: http://evt.to/usiigdow
Amir Karmali (Daylite)
Hi everyone,

Looking to learn a bit about commissions when you send a lead to a partner: 1. a lead that is in trial phase and partner helps close the deal 2. a lead that is already a customer and you send them to a partner for consulting services, do you take a cut of the contract value?
Sunir Shah
There is no single answer to question 2, but I can give you a framework to think about it.
Sunir Shah
Most services businesses are low margin to begin with, so if you ask for a cut, you’re digging into the owner’s dividend/salary.

Therefore, it’s rare to take a cut from services revenue.
Sunir Shah
Are you performing work on the services contract? For instance, is the customer buying services from you (i.e. you’re invoicing them) and are you farming out implementation to a ‘subcontractor’?

Then you should take a cut to cover your overhead managing the contract and risk in case the subcontractor fails to deliver and you need to bring in another party at your cost to fix the problem.
Sunir Shah
Are you providing a marketing function, like a marketplace, that requires staff and resources to promote your service partners and grow their businesses? Then it is reasonable and necessary to generate revenue from partners in some way to continue to build this opportunity, usually through the Bronze, Silver, Gold tiers, but there are other ways like taking a cut.
Sunir Shah
Do you expect partners to refer customers to you? You can also use your ability to refer customers to them as much more meaningful incentive to reward the partners who bring more clients to the table.
Sunir Shah
For question 1, companies often pay if the partner introduced the client to you, but not if the client came to you and brought a consultant to the conversation. What you can do however is have a separate conversation with that consultant to convert them into the partner program for their other clients.

Not every partner wants a commission for a referral because it undermines their trustworthiness. You can use deal registration.

Generally speaking, commissions aren’t highly motivating for partners because they are small dollars that threaten their big dollars. They make money from clients, not tech vendors.

Talk with your partners. Ask them directly whether they want a commission and measure their response. If it is tepid, “nice to have”, “free money, I’ll take it”, then you don’t need it.

Partners usually only need and demand margins if they are investing time into the relationship with you. If they aren’t, then often they will feel it will take more time to get the commissions set up than they will get in dollars.
Sunir Shah
I’ll admit. I’m not sure what you mean by you’re bringing a lead to a partner to close a deal from trial to paid. What value is the partner adding? Maybe I misunderstood your use case. Can you tell us more details?
Amir Karmali (Daylite)
Hi Sunir, so much insight here - thank you. For #1 - we are thinking about bringing on a partner at the trial stage to help onboard a customer so they hit WOW moments early on. We think this may result in a higher rate of conversion.
Amir Karmali (Daylite)
@Sunir Shah can you spare a few minutes to chat?
Sunir Shah
yes, at noon et?
Stewart Townsend - Channel.Vision
Hi @Amir Karmali (Daylite) so you are sending warm leads to the partner so they have no COA but will incur COS? This I would normally do to warm a partner and territory up, or send over recycled leads for them to work on. Depends really where you are in your partner lifecycle, new partners you need to win over or mature partners who you trust?
Amir Karmali (Daylite)
@Stewart Townsend - Channel.Vision Yes. From my understanding, partnerships work best when both parties are sending leads to each other. So we are actively working on sending partners warm leads as well as expecting them to generate their own leads
Stewart Townsend - Channel.Vision
Ive always had push back internally against lead sharing, dont ask !!! works best when can do that, in Europe its a way to gain territory foothold with a partner and get over language barriers. Trial customer signing up in Israel doesn't really want a call from Australian SDR based in London simple_smile Going back to your question, again based on maturity I have kept margins the same when its immature program and developing partners, reduced when mature program. Hope makes sense
Sunir Shah
‘push back’.. from whom? I can imagine a number of options
Stewart Townsend - Channel.Vision
"push back' from sales leadership, let partners bring us leads, we dont give our valueable paid for ones etc etc.... standard internal education to get everyone on board to partnerships
Kevin Brown
@Sunir Shah @Dina Moskowitz - I’m a little late in reply but congrats to both of you for being featured in Forrester/Jay McBain Channel Tech Stack! We were happy and proud to have LeadSmart Technologies featured as well! Cheers
Sunir Shah
@channel It’s a constant debate. What is the strategic value of partnerships? How do you convince the C-suite and board to invest in a partnership program? Are you building an ecosystem or is it all about revenue?

NEXT Thursday, July 23, 10am PT. We’re thrilled to invite our next two SaaS partnership leaders next week for another SaaS Connect 1:1 live discussion.

• *Brian Jambor, Head of Partnerships, Sendoso
 has over 10 years of experience building partnership programs. He convinced Sendoso to invest in partnerships by laying out a strong case for additional revenue. • Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. At Uberflip, she found success with a different approach by looking at what customer problems partners could solve. What worked? What didn’t? Why? What can we learn comparing the two approaches?

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHg
Chet Devchand
Was this session recorded? I registered for it, but had a meeting come up. Would love to catch the recording if one is available.
Sunir Shah
Yes
Chet Devchand
Thanks, Sunir. Where specifically is the recording?
Sunir Shah
Here you go! It went up earlier today. https://www.youtube.com/watch?v=NinSIgbEHig
Noah Green
@channel

Our next Ask-Me-Anything resumes in T-Minus 1 Hour here in #general alarm_clock with Cristina Flaschen Founder and CEO @ Pandium— get ready for an action packed session! studio_microphone

Want to get involved?

• Have a think about what you want to ask Cristina (now!) • Head back to #general in 1 hour to get your questions answered!

point_down

Some background…

Cristina Flaschen has 10 years of experience working in technology partnerships, helping to execute integrations at multiple different SaaS companies.

Most recently, Cristina is the founder and CEO of Pandium, an integration platform specifically designed to power in-app integration marketplaces. Through Pandium, she has interacted with hundreds of technology partnership leaders and helped SaaS companies to successfully execute on their partnership strategy with minimal engineering resources.

Previous to Pandium, Cristina managed integration projects and technical implementation teams for over a decade, including at Handshake (acquired by Shopify), Booker (acquired by MindBody), and Arbela Technologies.

If you have any questions on developing a technology partnership program, building and maintaining integrations, launching an in-app marketplace, or the importance of SaaS product integrations (Pandium recently released a report on product integrations at the 1000 fastest growing SaaS companies), Cristina would be happy to help. chart_with_upwards_trend

Hope to see you there!
Parsa Pezeshki
hey all - quick shout out to an event I'm helping host through a friend of the CSA - another BD/partnerships community https://members.firneo.com/event-details/a-product-led-partnership-docusign-and-clause
Christiannah Oyedeji
will be there!
Sanjay Goel (NachoNacho)
didn't know Clause.io. Cool idea!
Noah Green
wave

T-Minus 10 mins until our next AMA. Get your questions ready @channel!!

We’re inviting Cristina Flaschen Founder and CEO @ Pandium into #general for this hour. studio_microphone

If you have any questions on developing a technology partnership program, building and maintaining integrations, launching an in-app marketplace, or the importance of SaaS product integrations (Pandium recently released a report on product integrations at the 1000 fastest growing SaaS companies), @Cristina Flaschen will be happy to help!

🧹 Please note, if you’re getting involved please post your questions here in #general and when Cristina answers, be sure to keep your discussions threaded using Slack’s ‘Reply’ feature.

See you in 10!
Tyrone Lingley
Welcome @Cristina Flaschen! Very excited to see you featured in the AMA. The content Pandium is producing is top notch simple_smile . My question, once a SaaS company has greenlit a Technology Partner Program (API/SDK builds are on the product roadmap) what are the first steps or milestones (starting from zero) you should tackle from the product side and on the BD/partnerships side?
Noah Green
@Tyrone Lingley beat me to it!
Cristina Flaschen
Great question! I think first aligning on high-level goals is the first step. Is the focus customer success? Lead gen? Enhancing usability of your own product? Moving into a new market? IDing high-level goals will ensure that there isn’t “feature creep” when launching the program more generally.
Cristina Flaschen
The question I always encourage folks to think about is “a year from now, what does success for this initiative look like?” Then, processes and functions can be built backwards from that goal.
Noah Green
It is time @channel! rotating_light

Let’s get into our next AMA. Today we’ve got the pleasure of having Cristina Flaschen Founder and CEO @ Pandium here in #general for the next hour!

point_down

Cristina Flaschen has 10 years of experience working in technology partnerships, helping to execute integrations at multiple different SaaS companies.

Most recently, Cristina is the founder and CEO of Pandium, an integration platform specifically designed to power in-app integration marketplaces. Through Pandium, she has interacted with hundreds of technology partnership leaders and helped SaaS companies to successfully execute on their partnership strategy with minimal engineering resources.

Previous to Pandium, Cristina managed integration projects and technical implementation teams for over a decade, including at Handshake (acquired by Shopify), Booker (acquired by MindBody), and Arbela Technologies.

If you have any questions on developing a technology partnership program, building and maintaining integrations, launching an in-app marketplace, or the importance of SaaS product integrations (Pandium recently released a report on product integrations at the 1000 fastest growing SaaS companies), @Cristina Flaschen will be happy to help. chart_with_upwards_trend

point_right Please be sure to  use the ‘reply’ feature in Slack so we can keep these discussions threaded!

Over to you @Cristina Flaschen thanks for being here, it’s great to have you for the hour.
Cristina Flaschen
Thanks for having me! Looking forward to answering everyone’s questions.
Noah Green
Great to have you in here, thanks for joining us!
Stewart Townsend - Channel.Vision
Hi Cristina, great to meet you. First question why solve this problem what was the itch that made you want to build Pandium ?
Cristina Flaschen
Nice to meet you as well. Candidly, I’ve been solving this marketplace/integration problem at various companies for many years and was frustrated with the lack of innovative technology in the space. We believe that integration isn’t just about moving data anymore, it’s about interoperability (and revenue!) and that problem deserves a solution tailored to it’s specific needs.
Cristina Flaschen
To put it another way- solving this problem has always been a huge pain in the neck. We want to fix that for every software company simple_smile
Natalie Petruch-Trent
Also, just jumping in as a Pandium employee from the CS/AM side, I was immediately got behind the product because the level of transparency takes a huge lift off the CS/Support team and helps lowers barriers of accessibility between CS/eng (all which I had experienced in the past and hadn't really found a solution for).
asif
Welcome to the party !!!
Stewart Townsend - Channel.Vision
Also what was is your pricing model?
Cristina Flaschen
Thanks, we charge per tenant - a tenant is one of your customers using one integration. So if your customer was using the integration from your app to MailChimp and the integration from your app to Salesforce that would be 2 tenants. Pricing in this space is often based on calls, workflows, and other factors that make it difficult for the customer to project costs - we experienced that challenge, and that’s why we went with a simple, transparent model.
Arpit Choudhury
Hey Cristina! Thanks for doing the AMA! Between building native integrations and building relationships with iPaaS vendors, which should be prioritized by growth stage companies?
Cristina Flaschen
Why not both? Just kidding. I truly believe that offering a native experience is the future of integration and tech partnerships, so prioritizing a native build (at least as a first pass) is what I would recommend. This also lets a company “dogfood” their own api/workflows before they open it up to their future partners, ISVs or partner’s developers.
Arpit Choudhury
Thanks for your response and I wish you were not kidding! simple_smile But yeah, I agree with you (although I work with a leading iPaaS).
Janine Perro
Hi Cristina again :) nice to hear from you! I am hoping for some tips on how to make a marketplace stand out - in other words, if you have 50 partners all in the same marketplace competing for similar integration adaptions, are you steering the customer based on needs? Are you giving a small summary of each integration? Thanks in advance :)
Cristina Flaschen
Hi Janine! I think this depends what your objectives are and what your relationship is with your partners. If you can segment and personalize what the customer sees and what shows up first in the marketplace for them based on their customer profile/needs, that would certainly benefit your customers. But for partners, a big incentive is being discovered in the marketplace so at a baseline you want them to have a blurb and be discoverable by customers through a search function.

If you have user reviews in the marketplace it also provides an incentive for partners to build high quality integrations and to market their integrations to customers. User reviews also benefit your customers as they can understand how it works.

Another feature to incentivize partners is to allow partners to take ads out in the marketplace and be listed as a “sponsored” tile in a particular section. And “new and noteworthy” sections can help with partner relationships and help your customers to find new apps that might be on trend or they didn’t think of.
Cristina Flaschen
The “sponsorship” model works well if you’re a company with a large volume of customers as the partner incentive is easier to quantify
Jeff Mattan
I offer my thanks as well. Thanks Cristina! What are 2-3 things that companies either don't understand about integrations or continue to get wrong?
Cristina Flaschen
I could write a book about this! A lot of companies begin their integration/partnership journey as a “box ticking” exercise and don’t put a lot of thought into the functional design. Really doing a true functional scoping is a requirement for a successful solution that your customers will use. I also often see companies not consider how to maintain and manage these solutions when it’s not 5 or 10 customers using them, but is instead (hopefully!) hundreds or thousands. Many companies don’t build customer-facing front-ends that surface things like configuration options and error logs, which can result in a really difficult customer experience. Along the same lines, if the solutions are adopted by hundreds or thousands of users, your customer support team needs a place to go to be able to help support and troubleshoot any issues (that doesn’t involve immediately grabbing an engineer!) It’s difficult to back into these types of things post-launch, so thinking about it from the beginning is something we encourage.
Jeff Mattan
Lot of great detail and insight. Thank you!
Noah Green
I’ve got one! When it comes to technology partnerships, what should a partnerships person be asking and looking for to ensure they are getting the most out of their (often limited) engineering resources?
Cristina Flaschen
Great question, like in many things engineering, we see SaaS companies systemically underestimate the engineering resources required to make integration marketplaces work at scale. As a partnerships person, make sure whatever plan is in place accounts for the infrastructure and hosting, the front-end development, the technical customer support, the time to build, track and maintain integrations, and review third party integrations. It’s fairly easy to maintain and monitor a half dozen integrations, but once you grow larger and have hundreds or thousands of users, you have to make sure you have built the right infrastructure - or your engineering needs will skyrocket for a worse result.
Robin
Hi Cristina, with many (especially big) vendors I have to register my app or integration and enter a tech partnerships in order to be able to provide those integrations for my customers/access their API. Do you also hold central partnerships for integrations or just provide the technical tooling and I would still need to enter in separate partnerships? Thanks for taking the time to do this.
Cristina Flaschen
Hi Robin. At Pandium, we provide the platform to manage your integrations and marketplace. We don’t get in between you and your partners- in fact, a lot of companies don’t even know we’re powering a solution for their partners until we’re introduced later! We sit “under the hood” intentionally as we want to closely mimic the flexibility of an in-house build. With that said, we’re always happy to be as involved as our customers ask when it comes to intros to other companies, best practices working with their APIs/teams, etc.
Robin
Got it. Thank you!
Sunir Shah
What do see as the present and future of data security and compliance between integration partners? Customers have to own their own data. As data moves, it’s an interesting question.
Cristina Flaschen
Hey Sunir. This is obviously an ever-evolving conversation, however at it’s core an integration itself should be as secure as the APIs on either side of it. For us specifically, we don’t store any customer information (it passes over us in an encrypted fashion) but we definitely see varying levels of control across partners. I think in the future and as GDPR-type regulations continue to be released, we’ll see a greater requirement for a “delete-all” function across systems so folks can choose to truly remove their data from anywhere their vendors are sending it.
Cristina Flaschen
One other thing I’d add to this is that there is a VERY wide breadth of sophistication in the authentication space. I believe (and hope) that we’ll see more companies adopting secure authentication/connectivity methods versus the good old “email a username and password”, which gives me the shivers.
Robin
Got another one ;)

With integrations moving to the SaaS solutions and are provided by the vendors themselves, where does that leave System Integrators and VARs? What impact do you see on indirect revenue and channel partnerships?
Cristina Flaschen
Unpopular opinion incoming…. so, full disclosure, earlier in my career/10+ years ago I was a VAR for a Microsoft ERP product and even then I remember thinking “this feels really antiquated…” While I don’t think it’ll happen overnight, I do believe we’re going to see a move away from the VAR model and towards more self-setup. Huge enterprise products may always need implementation teams, but do they need to be completely outsourced consultancies? That is something I’m not so sure about.
Cristina Flaschen
The market is trending towards a more “self-serve”, less bloated model because it’s what users are demanding, not because of the technology itself imho. Folks don’t want to buy software for $50k annual and then spend $30k on implementation to get it to work for them. Software companies are responding by building more tooling in-house and I think that trend will continue into the enterprise space.
Cristina Flaschen
OK last point- I do think integration development will continue to be an in-demand skillset, but with companies bringing more of those teams in-house, with them being less specialized. As companies continue to see success with their integrations (from a rev or a customer success perspective, or both,) I believe that skill will become more highly-valued within orgs as well.
Jeff Mattan
Why do you consider your opinion unpopular? To me it seems like reality. At a former company when we were moving from an on prem model to a SaaS model we continually stressed to our partners that this was a market evolution, not simply us making this decision and "forcing" them to change their business practices. If that didn't work and they pushed back we said "if you don't like evolution you're going to hate extinction". That got their attention. Same concept here as we all need to go where the value is.
Robin
Agreed. I guess it does depend on the market you go for as well. In SMB focused SaaS you see PLG becomming the gold standard. Enterprise is of course different. But we will see more and more shifts there as well.
Cristina Flaschen
@Jeff Gardner I say unpopular because there’s def some VARs, SIs, etc. in this channel. Not trying to eat their lunch, just sharing what I’ve been seeing watching the tech space for the last decade+
Cristina Flaschen
As an example of this trend, 10 years ago ERP systems made it almost impossible to connect to them. They really dissuaded using ANY other product beyond the ERP. Now those huge companies are falling over themselves to appear to be “ecosystem friendly” even though a lot of the tech still doesn’t work well (looking at you, AS400-based ERPs!)
Travis Bradley
A lot of VAR partner managers too simple_smile
Cristina Flaschen
We don’t discriminate here at Pandium- you need an integration, we’ve got answers wink
Noah Green
I’d love to understand, are there any technical challenges that arise when companies are looking to scale their in-app marketplaces from a handful of integrations to dozens or more?
Cristina Flaschen
I think one of the largest issues we see when companies begin scaling is really around visibility, both into general customer usage as well as errors/reporting. We talk to partnership folks at tech companies all day and very often we ask “do you know how many customers are using xxx integration and how do you know if it’s broken?” The answer is frequently “we don’t, and that’s a big problem.” As I think I said in another thread, it’s really hard to back into a lot of this tooling once adoption is high, so thinking about these things from the beginning is important, but often overlooked because of lack of experience OR intentionally not done because of the level of effort
Jeff Mattan
Is Pandium's work any different for a vendor client when they expect thousands of users versus hundreds of thousands or millions?
Cristina Flaschen
From a platform perspective, no. I’d encourage the PM in charge of designing the solution at that company to consider all the potential use-cases for millions of end-users, but our platform was built specifically to handle large volumes of connectivity and data!
Jeff Mattan
Thank you.
Cristina Flaschen
Thank you for the thoughtful questions!
Cristina Flaschen
Alright folks, that’s enough from me! Thanks again @Sunir Shah and @Noah Green for having us! If anyone wants to connect and chat more, feel free to reach out at or https://www.linkedin.com/in/cristina-flaschen/. We’ve also got a bunch of great content about tech partnerships and integration on our website pandium.com
Noah Green
Thanks @Cristina Flaschen it was great having you here for the hour!
Amit Madaan
Hello Peeps, its Amit here. Glad to be here, thanks @Sunir Shah for the invitation.
Sunir Shah
Hey Amit! nice to see you here. You have quite the interesting lens on this world of cloud software partnerships. Tell us more about yourself.
Amit Madaan
Can I brag? yum.....well, i work for HGS which is a leading CXM, BPM and Digital transformation (DT) services provider. Since, we are a services provider, I focus on creating channel partnerships with ISVs in the CXM, BPM and DT space. Recently closed relationships include Twilio and Amazon and we are flying high with them, being their SIs and Re-sellers. heart_eyes
Sunir Shah
I guarantee there are a million SaaS vendors in here very curious to know how to work with you.
Sunir Shah
There’s SaaS companies are from Mars and SIs are from Venus it seems.
Noah Green
@channel

mega Our next SaaS Connect 1:1 is just around the corner! Are you joining us?

When? --> Thursday, July 23, 10am PT / 1pm ETHow to Join? --> https://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHgReact with a white_check_mark to let us know you are attending! --

It’s a constant debate. What is the strategic value of partnerships? How do you convince the C-suite and board to invest in a partnership program? Are you building an ecosystem or is it all about revenue?

Brian Jambor, Head of Partnerships, Sendoso has over 10 years of experience building partnership programs. He convinced Sendoso to invest in partnerships by laying out a strong case for additional revenue. • Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. At Uberflip, she found success with a different approach by looking at what customer problems partners could solve. What worked? What didn’t? Why? What can we learn comparing the two approaches?
Sunir Shah
Anyone (virtually) attending Microsoft Inspire next week?
Raju Burnwal
Hi folks, I'm Raju Burnwal from CloudFuze, Inc. - A leading SaaS cloud-to-cloud data migration company and a Microsoft Gold Partner. I am here to explore a partnership with MSPs and others.
Sunir Shah
Hey Raju! Nice to meet you. Are you planning on doing the virtual Inspire this week? Do you have any recommendations for rookies about how to benefit from it.
Amir Karmali (Daylite)
Big shout to @Sunir Shah for taking time to share his wisdom with me.
Sunir Shah
Of course. Happy to help. :)
Sunir Shah
@Len Bruskiewitz welcome. nice to see you again!
Len Bruskiewitz
Great to be here!
Sunir Shah
@channel Confession! My least favourite partnership conversation is the very first one I have to do. anguished

How do you convince your CEO to invest in partnerships? Is it all about revenue? Do ecosystems even matter?

I’ve invited experts Brian Jambor, Sendoso and Adrienne Coburn, Shopify to compare their stories of how they convinced their companies to invest in and keep growing partnerships.

Join us for a live discussion with Q&A.

Listen, learn, and ask questions that will help you. What worked? What didn’t? What can you learn from their experiences?

THIS Thursday 10am PT on Zoom. Register here point_righthttps://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHg
Sunir Shah
Hey folks. So unsurprisingly the European Court of Justice voided the Privacy Shield treaty last week. We can expect no predictability over privacy laws for many years.

As partnership professionals we are responsible for negotiating how to move data between companies. Customers, our own companies, our partners, and our tools.

It’s part of the expectations of being a partnership professional to know how to navigate data compliance.

Fun times I know! zany_face

In my conversations, I see a large number of companies setting themselves for compliance trouble in the years to come when working with partners. For instance pushing end user data processing liability onto their channel partners, or creating partner accounts that mixes data owned by different end customers.

Do you have a good, clear data compliance framework at your company? I’d like to interview you for a SaaS connect 1:1.
Steve Stewart / Smartsheet Channel Chief
hi Sunir. This is a big issue for us. Our datacenter is in the US, and our EMEA partners, esp in Germany, - are alarmed with some of the customer feedback they are getting. Unfortunately, I don't have the magic answers [today] to put anyone at ease.
Sunir Shah
I’m on it. Please buy me a bottle of scotch. I can only do legal with scotch.

By the way there is no long term answer except to rehost in the EU; the short term answer is to buy time with Standard Contractual Clauses
Jason Breed
@Sunir Shah I can provide our perspective on CJEU invalidating the Privacy Shield mechanism for moving personal data from the EU to the US as they deemed the US to not have “adequate safeguards”. We do have EU operations and many customers there. Some of our data is handled within EU and some does move to the US. a few things we are working on / thinking through: 1. no services are being shut off as a results of this, however we are preparing for a lot of changes 2. we have designed our response to our EU customers on how we handle data, what this means for doing business with us and how we will adjust agreements 3. We carry Data Protection agreements in all of our contracts. We are ammending those now from the Privacy Shield to Standard Contractual Clauses (SCCs) as the basis for handling personal data. Looking to quickly get something out next week to all our customers with a revised and pre-signed Data Protection addendum that all our customers can counter sign. We think some of our largest enterprise customers will probably counter with theirs - which is fine. 4. We have always been the most secure solution in our space and actively self certified under privacy shield and SOC2Type2, etc. For new customers we are preparing for extra scrutiny in the CISO process of agreements. As there is no self-certification for SCC (as there was for Privacy Shield) we are working on ways to assure our prospective customers that we are fully compliant and then some. We may consider continuing the comprehensive self certification process of Privacy Shield until something better is developed. 5. For the data we do move to the US currently, we are looking at ways to keep that data in EU and manage it fully there. There are a couple of hurdles however and we are not be there today, but we want to have a roadmap to show customers/prospects that we are working on it and timelines they can keep us accountable to. 6. we do expect this to be the first of many changes - some policy, some posturing - that will all be important. We will be making adjustments continuously to stay ahead of and at minimum meet requirements that do stick. We have a well-versed data privacy team and counsel that we use. I am not a lawyer but we do ensure our ecosystem complies with our standards of doing business.
Sunir Shah
Wow, this is amazing, thank you. I’m beginning to accept the need to rehost in the EU.

2 questions.

1. “We carry Data Protection agreements in all of our contracts.” Do your channel partners contract with your customers on your behalf, or do you contract with your customers directly?
Sunir Shah
2. Do you have any technical integrations where you are responsible for compliance? What are you doing with them?

I believe those should be limited to those where you hold the contract with the third party, not the customer, but maybe you have differing opinions.
Jason Breed
1. we contract directly with customers - with only a couple of exceptions. So our partner’s liability is truly limited 2. We actually have a compliance product in our suite and even there, we attempt to “hand-off” data for our customers to manage as it’s really their data anyway. that keeps us somewhat arms length. We still do everything in our power to safegaurd our platform, access and workflows.
Jason Breed
Also, to answer your question directly for having a clear data compliance framework, I would answer yes to that.
Noah Green
@here

mega Our next SaaS Connect 1:1 is coming up tomorrow! Are you joining us?

• Sendoso : Shopify, Thursday, July 23, 10am PTDo CEOs only care about partnerships for revenue? Register here: https://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHg

-- How do you convince the CEO to invest in partnerships? Is it all about revenue? Does an ecosystem matter strategically?

Our next two SaaS partnership leaders have built partnership teams from nothing by convincing leadership to invest more and more. In our next SaaS Connect 1:1 live discussion, they’ll tell their stories of how they found success.

Brian Jambor, Head of Partnrships, Sendoso has over 10 years of experience building partnership programs. He convinced Sendoso to invest in partnerships by laying out a strong case for additional revenue.

Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. At Uberflip, she found success focusing on what customer problems partners could solve.

What worked? What didn’t? Why? What can we learn comparing the two approaches?

Hope to see you there! — Bring your questions as they’ll be sure to answer in real time!
Sunir Shah
Hey folks, I’m still collecting reseller / service partner / agency contracts and Master Service Agreements. The more I talk to people, the more I realize how much uncertainty is driving them.

Witness the new Privacy Shield changes, the data ownership and control issue is creating agony. I have also seen issues with horizontal liability (mixing customer data in the partner account). Assignment and transferability.

If you’d be willing to share with me your channel partner agreements, DM me and I’ll start building a framework for best practices.
Sandhya Gorman
Can you share what you’ve collected?
Stacy L. Carlson
@Sunir Shah Found this searching for keywords. Would love to see the examples.
Noah Green
@channel -- T-Minus 1 Hour until our next SaaS Connect 1:1 mega

It’s not too late to register: point_downhttps://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHg

-- How do you convince the CEO to invest in partnerships? Is it all about revenue? Does an ecosystem matter strategically?

We’ve got two SaaS partnership leaders joining us alongside @Sunir Shah — Who’ve built partnership teams from nothing by convincing leadership to invest more and more.

Join us for this next SaaS Connect 1:1 live discussion! They’ll be sharing their stories of how they’ve found success.

Today we’re going welcoming:

Brian Jambor, Head of Partnrships, Sendoso has over 10 years of experience building partnership programs. He convinced Sendoso to invest in partnerships by laying out a strong case for additional revenue. • Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. At Uberflip, she found success focusing on what customer problems partners could solve. Breaking down what you want to hear about! What worked? What didn’t? Why? + What we can learn from comparing the two approaches?

bulb There will be a Question and Answer section within the session so come with your questions and expect some great answers!

Hope to see you there!
Noah Green
@channel ---> 10 mins to go until our next SaaS Connect 1:1 with Sendoso and Shopify alarm_clock

Get ready for two SaaS partnership leaders who’ve built their built partnership teams from nothing by convincing leadership to invest more and more.

If you’ve not registered here’s the link to do so now: https://us02web.zoom.us/webinar/register/WN_DoSnifAJQFSQrxhzpSdnHg

We’re going to be welcoming Brian Jambor, Head of Partnrships, Sendoso and Adrienne Coburn, Strategic Partnerships, Shopify into our session for the hour!

• Brian has over 10 years of experience building partnership programs. He convinced Sendoso to invest in partnerships by laying out a strong case for additional revenue. • Adrienne built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. At Uberflip, she found success focusing on what customer problems partners could solve.

With @Sunir Shah delving into What worked? What didn’t? Why? and What can we learn comparing these two approaches?

Be sure to get your questions ready — See you in 10!
Madelyn Wing
Hey Noah - was this recorded? I registered but wasn't able to make it last week.
Noah Green
Hey @Madelyn Wing it was @Kai Hatchman is just wrapping that up to be shared in the next couple of days!!
Noah Green
It’s time for our next SaaS Connect 1:1! @channel you’ll want to head to your inbox if you’ve registered and click on the link to access our session!

See you in a moment! wave
Kasey Bayne (Pocketed)
This is so good already, and we're only 15 minutes in!! It's not too late to join, folks!
Sunir Shah
@Adrienne Coburn @Brian Jambor Thank you! That was amazing.

We’ll be putting together the recording and sending it out next week. If you have follow up questions, you can DM Adrienne and Brian here on Slack. simple_smile
Adrienne Coburn
This Adrienne is the real me! I think the tagged 'me' is old
Amir Karmali (Daylite)
That was great! Unfortunately, I had to run halfway and am looking forward to the recording. Thanks @Sunir Shah for creating the space and thanks @Brian Jambor @Adrienne Coburn for sharing your insights.
Michael Tippett
:+1:skin-tone-2
Hugues Vincent (Lumapps)
Looking forward to the recording
Hugues Vincent (Lumapps)
thanks for covering such a strategic topic
Jeff Mattan
It was great. Thanks for putting it together Sunir!
Jake Wallace
Great job @Brian Jambor, @Adrienne Coburn & @Sunir Shah clap
Brian Jambor
Thank you Jake. Appreciate you attending and supporting us on the call.
Adrienne Coburn
Thanks Jake!
Jeff Mattan
Thank you Brian and Adrienne. I appreciate your sharing your knowledge with us.
Jens Van Dyck
It was great to hear all your learnings and knowledge. Thanks!!
Sunir Shah
@channel (crossposting from #jobs)

Meet David Claunch, our recruiter for SaaS partnerships

This year definitely has a turbulent job market. With layoffs _and_ explosive growth from digital transformation, partnership professionals are moving around a lot this year.

As your trade association, we’re here help. We have, _ahem_ recruited a recruiter to work on behalf of Cloud Software Association members (that means you!)

Please meet David Claunch, Kaizen Careers (https://kaizen.careers/?utm_source=csa').

He’s the only recruiter I know that specializes in SaaS partnerships, and we’re happy to have him build a job market for our specific industry.

He’s helping us build our job board, reverse candidate pool, and search services.

Are you hiring? Post a jobAre you looking (openly or privately)? Apply to our CONFIDENTIAL candidate poolDo you need an executive search? DM @David Claunch (Kaizen Careers)Also join #jobs here in Slack
Rachel Fisch
Need help from this awesome group please. I specialize in Accountant channel, but often talk to SaaS companies who want to start partner channels but really have no idea what they want or what the options are. What is the best way you’ve found to quickly overview all the different kinds of partners?
Sunir Shah
However, I don’t have a zoology of partnership types at hand. Maybe @Sean Blanda (Crossbeam) has one in his quiver?
Kasey Bayne (Pocketed)
Awesome docs, @Sunir Shah! Thanks for sharing
Sunir Shah
Derp. I just shared the doc.
Sean Blanda (Crossbeam)
@Rachel Fisch Broadly, we separate the partnership types into 1 - Channel (Reseller) 2 - Tech (Integration) 3 - Strategic If you DM me I can send you a PDF that has a chapter on this that may be of help pray
Rebecca O'Kusky
I learn so much from this community and am thankful to be a part of it! Thanks for sharing your process @Sunir Shah!
Chip LeBlanc
HI Rachel. I joined the group today. My firm, BD Methods, can deliver a partner GTM assessment for your client..help them figure out how best to leverage partners/channels.
Rachel Fisch
Honestly, in most cases these are just casual conversations. Was just looking for a quick and dirty, easily understandable differentiation.
Chip LeBlanc
got it
Sunir Shah
Technical partnerships • platform • Embedded • Data integration (anchors, peripherals)

Referrals • media • Influencer • Affiliate • Brand • Content • Trade associations, schools, etc • Service partners...

Service partners • agency . Meaning they buy from you as a tool inside their practice. • master agents . Meaning they buy from you and sublease to clients. [this in my opinion is non-tenable as it exposes everyone to data liability] • Implementation partners (whitelabeled, or referred by you). Meaning customer comes to you, and you farm out services to them . • Solution providers (referral, cosales, managed, resale, whitelabel). Meaning customer comes to them and they use you as a component in a solution. • Value added reseller. Meaning you distribute through feet on the ground who also sell customer services • Managed service providers. Meaning the customer hires them to run an operation and they manage you as a vendor

Distribution • directories like g2crowd • App stores (listing, provisioning, billing) • Distributors • Cloud Service Providers • Resellers like cdw, softchoice, shi, softwareone
Sunir Shah
Just off the top of my head while I am on the rock at the cottage
Sunir Shah
*dock
Sunir Shah
The correct way to think about partners is anyone that the customer may refer to for a purchasing decision that you need to negotiate with them to go to market. So could be anything
Sunir Shah
@Katrina Paglierani
Sunir Shah
@Tyrone Lingley summoned
Sunir Shah
@Evan Radisic summoned
Rachel Halldorson
Hi all, I'm on the partnerships team at Bench.co. Looking for some advice on refer out partner programs (as in us referring to other companies). It seems to be a problem a lot of folks I speak to have. Has anyone had success in this area especially with getting internal support teams on board? Would love to connect if so!
Sunir Shah
What’s the use case exactly? Are the customers buying from you & you’re subcontracting; or the are you referring and the customer buying from the partner directly? What part of the services are being implemented by the partner?
Len Bruskiewitz
Rachel - be glad to share my opinion once you respond to Sunir's questions. There are definitely some things you need to sell internally for this to work.
Leah McLean
Likewise, can also help with more details, per Sunir's questions.
Matt Irving
Rachel - would be glad to share our usecase in selling programs internally.
Rachel Halldorson
Thanks all! Per Sunir's questions: the clients are buying Bench, we're doing simple referrals out, and the partner owns their own sales cycle and service management completely. Essentially an "affiliate" relationship. And for more context, we can't do full on integrated partnerships due to a closed API and limited engineering capacity for partnerships.
Len Bruskiewitz
Rachel - thanks for the background - it was helpful. It is still tough to tell what motivates your support team but here are a few ideas to try: 1) If the company/team is $ motivated, get a bounty/commission from the partner for successful referrals. They should be happy to pay for qualified leads. Then, either track the increased revenue as a metric the support team gets “credit” for or give the support team member who made the referral a cut of the payment (or maybe a gift card if that is easier) 2) If money isn’t the motivator, another idea is to track the performance/value of the customers who are referred to the partner. Many times, these customers will grow faster or have higher satisfaction scores than those not referred. This could also be a win for the support team.
Rachel Halldorson
Thank you Len, that is definitely helpful
Sunir Shah
Are you referring to software companies or service companies?
Sandhya Gorman
Does anyone know a senior woman leader in GCP’s Marketplace, Partner or Startup teams? I’d like to invite them to be part of a TIECon panel on Sept 2 TIECon.org/session/?a=348. Please DM me. Thanks in advance!
Sunir Shah
Is TIE holding the event in person?!
Cristina Flaschen
Messaging you- we’re close with the Google/GCP team
Kiran Elengickal
@Sunir Shah Last I heard they were planning a virtual event.
Noah Green
Hope everyone had a good weekend!

Today is a good day as it’s time for our next pairing in #coffee-time at 10 am PT / 1 pm ET rocket

What’s expected? What is #coffee-time?

• We’re using Donut to power pairings bi-weekly occurring with anyone who is a member of the channel #coffee-time doughnut • All you need to do is be a member in this channel. No profiles are created and you will automatically be paired with another member of the channel bi-weekly on Mondays. • You don’t have to sync up and meet at the set time when the pairing takes place. Circle back and startup a discussion whenever you get a moment, book some time in the calendar and network! — The timing just outlines when you and another member of #coffee-time will be paired. Hope to see you there!

p.s. Please be sure to join ahead of 1-Hour ahead of today’s pairing to make the cut!
Noah Green
LINKEDIN CONNECTION THREAD star-struck

By POPULAR demand we’re bringing this back! I’ve seen people sharing their LinkedIn profile’s across various channels within our community so felt it was only fair to bring this back.

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down

Leave your LinkedIn URL in this thread!
Noah Green
Excited to connect with you all (If we’re not already connected!) --> https://www.linkedin.com/in/noah-green-/
Stewart Townsend - Channel.Vision
Looking forward to connect with those that I haven't already - https://www.linkedin.com/in/stewarttownsend/
Kai Hatchman
Let’s connect! looking forward to meeting anyone I haven’t already come across - https://www.linkedin.com/in/kaimitchellhatchman/
Michael Kalus
Looking forward for new connections! raised_handshttps://www.linkedin.com/in/michaelkalus/
Kasey Bayne (Pocketed)
I'm always up for connecting with great people! https://www.linkedin.com/in/kaseybayne/
Harpreet
Looking forward to connecting with awesome people here - https://www.linkedin.com/in/harsinghpreet/
Jon Muglie (Thumbtack)
Analisa Guerra
Looking forward to e-meeting you all! https://www.linkedin.com/in/analisaguerra/
Ebony Vaz - Above Promotions
I'm looking forward to connecting with everyone. https://www.linkedin.com/in/ebonytgrimsley/
Len Bruskiewitz
Don’t want to be left out of the party: https://www.linkedin.com/in/lbruski/
Sharjeel Noor
Look forward to connecting with everyone. https://www.linkedin.com/in/sharjeelnoor/
Rajiv Ramanan
Hi All, looking for recommendations for solid PRM tools… looking for something that can do commissions (deal level, account level, partner level etc), lead management, accommodate distribution, have LMS, swift onboarding flows with automation, crm integrations, certifications etc..
Eddie Patzsch
Hi @Rajiv Ramanan I'd be happy to give my two cents about the PRM space and best-fit options for you. Feel free to shoot me a DM and we can find some time to chat.
Danielle Simon
I did this analysis a year ago and really liked Channeltivity and Allbound
Danielle Simon
Have used Magentrix too and had a good experience
Leah McLean
Impartner is decent for the price
Leah McLean
They have plugs in for LMS
Sharjeel Noor
Hi Rajiv, We looked at Allbound, PartnerStack, Zinfi, Salesforce and a couple of others. Depending on which stage you're in (just want something to get started/onboard partners) vs have a lot of partners (need something to track all activity/success metrics on a granular level) you might want to look at Partnerstack or Salesforce.
Rajiv Ramanan
thanks all!
Kapil Gupta
we just implemented allbound and its been working out really well for us.
Sunir Shah
@Michael Kovacs summoned
Michael Kovacs
Thanks Sunir!
Sankararaman
Not sure how many of us already came across this video already. But let me put it here again just in case for the ones who've missed it! I was watching a video of our very own @Cory Snyder talk about Partnerships to Dobbin from GetUWired the other day, and loved the content! Few days later I came across the video of our very own @Emily Breuninger talk with Dobbin again about everything Partnerships and Zapier! Needless to say, got away with a bunch of cool insights and interesting views as always! Putting it out here:

https://www.youtube.com/watch?v=Q0TH338Z928&t=489s
Heather Smith
Do you know of any #CommunityManagement focused groups for people in SaaS or Technology ?
Sunir Shah
communities for community managers?
Heather Smith
Thank you - that looks like what I was after!
Katrina Paglierani
This is great.  I am always hoping to help my peers out when they find themselves on the market.  I will add this new job board to my list of places to refer.
Jake Wallace
Does anyone have any friends at Amex and could help me get in front of the team who manages this program? https://www.standforsmall.com/ Feel free to DM me.
Sunir Shah
Do you know which AMEX group is that? They have a few departments
Jake Wallace
I don't, that is what I'm hoping to uncover with my ask.
Sunir Shah
what does the tos say
Sunir Shah
That’s the program spokesperson. Contact Melanie
Jake Wallace
We’ve already applied weeks ago. Crickets :)
Sunir Shah
lol. they are busy
Jake Wallace
Oh and I’ve emailed her.
Sunir Shah
Canada has a similar initiative
Jake Wallace
We’ll support that division as well :)
Sunir Shah
Well the DigitalMaonStreet.ca shophere campaign is a bit of a wild turkey.
Sunir Shah
You can sign up through the website. I am not sure who is running the operations there. It is outside a particular organization as far as I can tell
Curtis Davey
I was able to make contact with the digitalmainstreet.ca contact - - He let me know that they are also SUPER busy processing thousands of applications. After a few months of hounding him, we finally got our vendor profile approved and listed.
Alex Glenn
Hey all - hope everyone is enjoying their summers simple_smile

We are going very heavy on IPP analysis for our friends with an awesome strategy and a new saas partnership we've formed that will help everyone find closer ideal matches for their programs.

We're going to do this for our Accelerator participants and Category Leaders, but I also wanted to offer you all the chance to have your persona's (agency only) added to the list free of charge so your team to have access to.

If you'd like your target persona to be added, please submit this form soon and we will share the frontend with you as soon as it's done:

https://airtable.com/shrl33TtQ16fBRtNd
Alex Glenn
• If you have any questions about how this will look/work and privacy etc... please dm me.
Eugene Krimkevich
Hey folks - had a great donut chat with @Kenny Browne yesterday and he brought up a common challenge I'm sure many of us have experienced - how do you get your sales team to bring partners into deals? To be specific, I'm not just talking about bringing partner solutions up on a call, I mean actually having a partner counterpart _on_ the call to drive co-selling wins where applicable. Any pro tips here? How do you overcome sales reps' concerns about slowing down and complicating a deal in the short-run? Any creative incentive structures or other tactics teams here are using?
Sunir Shah
What kind of partner? Service or tech partner?
Rachel Fisch
Great question @Eugene Krimkevich
Eugene Krimkevich
Tech partner - I've personally seen that this is less of a challenge with service partners where they tend to be integral to closing deals more quickly by closing the implementation loop.
Sunir Shah
@Jake Wallace all you
Sunir Shah
Jake and @Rajiv Ramanan are going into depth in a couple weeks on a SaaS connect 1:1 by the way
Sunir Shah
@Kai Hatchman drop a link to the zoom registration please
Brandon Lytle
We've been doing a lot of this lately - new muscle we're building but we're starting to see some great success.
Brandon Lytle
The alignment obviously needs to be between the two tech partners and I think it weighs heavily on how in depth and consultative the sales cycle and process is with your teams. The sales team here have been trained to go deep and uncover everything they can about the prospect. Injecting a value add partner and providing a robust solution to the problem you're solving tends to help the sales process and any sales reps hesitation. So for us, its not really about incentives - its more about educating the sales team around the value the partner plays in the sale and how coming in with a solution to the inital problem you're solving for the prospect but also future problems that your own solution might not solve, will close and win more deals for your reps.
Jake Wallace
Hey @Eugene Krimkevich great question. So full disclosure, we just started doing such a thing here at SignEasy and our first partner is, Freshworks! We're account mapping each others audiences to hopefully uncover some opportunities where both SE and FW could aid in pulling these prospects across the finish line. We're only starting with a small subset and involving an account rep from each org. They are incentivized by the idea of closing these accounts. Our CX team will help FW by recommending them as a preferred partner where FW has identified them as being a prospect of theres.
Rebecca O'Kusky
Crossbeam is a super helpful resource for co-selling account mapping!!
Kai Hatchman
Hey @Eugene Krimkevich, I have just finished up creating the upcoming SaaS Connect 1:1 which Sunir mentioned above. You can register to watch using the following link. Look forward to seeing you there simple_smile

https://us02web.zoom.us/webinar/register/WN_o30EoFbZRIWkicAopxN_wQ
Don Baron (Slack Partnerships)
Here are some best practices I've found over the past 18 months in doing this at slack :

1. Start small -- find friendly reps who want to work together and overlap territories. White glove those interactions to drive success. 2. Articulate value up front. Its hard to quantify the impact of partner influence in terms of speed to close or deal growth, but you can find quotes from key reps on your sales team and start tracking all the deals and pipeline thats being co-sold. 3. Show early results to sales leaders if they need convincing. Get managers on board -- go to team meetings and share your success as mentioned in (2) 4. Bring value to each conversation with a sales person : eg. Hey rep, i heard you're working on deal X , did you know that theyre a huge Y shop? I can into you to their sales people 5. Meet and brief every new AE 1:1 when they onboard (ive done this with 100+ reps and wont give it up because it helps me build the relationship, introduce them to the right systems, etc.) 6. Run a report of top deals your reps are working and white glove the top opptys 7. Create shared channels in Slack between your sales team and partner sales team 8. Track convos in shared channels, save to spreadsheet to track all convos. Go back to reps 2x a quarter to ask them how their convo went. Ask them if it "influenced' the deal. Track that info. 9. Work with bizpos to get influence into SFDC 10. Once in SFDC get tracking data out of spreadsheets and into SFDC

The holy grail is to get all of the reps to reach out on their own and report on their own , but thats super hard, especiailly for reporting -- so you';; have to do a lot of leg work till then.
Eugene Krimkevich
Thanks for all the intel here folks, and great list of of best practices @Don Baron (Slack Partnerships), much appreciated! Borrowing several of these for my own playbook raised_hands. Recurring theme I've heard reinforced a lot lately is to socialize and amplify partner-influenced wins with AEs and managers. Sounds obvious but easy to underinvest or not do it consistently.
Danielle Simon
This is a great thread with awesome suggestions!
Danielle Simon
Never get tired of trying new things to get sales collaboration simple_smile
Rajiv Ramanan
my 2 cents on it.. alignment is always a chicken and egg especially when sales has never heard of this sales motion..
Rajiv Ramanan
first thing we did in freshworks is to focus on trust - focus on showing value in the engine… we engaged deeply in co marketing with partners and created a pipeline.. then sales got a view that the partner has customers in the same segment.. and the conversion times are faster if customers are buying solutions than point products.. that got us the first few sales team members to focus on..
Rajiv Ramanan
we then started working with sales teams in closed room interlocks where we created a pipeline with a focus account exchange.. the value comes only when there is ground work done to select right customers to exhange.. a blind account for an account will not have immediate impact as its almost as good as an outbound lead..
Rajiv Ramanan
we showed the impact in less than 3 months.. we had considerable sized deals coming in and also closing quickly.. we also made partners push us in a few stuck deals..
Rajiv Ramanan
that way we excited sales teams and now we have good alignment..
Jake Wallace
Great insights Rajiv! More to come on this next week too wink
Samuel (Frontify)
@Rajiv Ramanan thanks a lot for sharing these insights! 1. On your point above “select right customers to exhange”. How do you to it if I don’t have a track record to analyze? 2. Showing quick impact: Any ideas, if the (enterprise) sales cycle thends to be 4-6months?
Jake Wallace
Question!

Does anyone have a handy list of interview questions they would ask when interviewing a Product Manager that you’d be working with on an API/Integrations team?
Cristina Flaschen
I do not have it documented but I am absolutely happy to chat with you about this! You know we love those kinda folks here at Pandium….
Rachel Fisch
Great question! I’m looking at how to leverage product-based processes/principles/roles into service-based orgs. If this gets into a list format would you mind sharing,
Cody Jones (Zapier)
Here’s some that we used in hiring our Dir. of Product, Partners. For reference, this is strictly from the partnership perspective, not ALL the questions you would ask:

• At Zapier, we are often dependent upon our partner’s product team to implement the ideas we have for strengthening our partnership. What are some of the most effective ways that you have found to secure commitments from partner product teams despite competing, internal initiatives? • Tell me about a time where you invested in a partnership at the product level and the roadmaps or priorities for your partner changed. What tactics have you found useful in getting projects back on track?  • What did you learn from this experience and apply to future product partnerships? • Tell me about a time where a joint product partnership failed. What did you learn from it? • What are the most effective ways that you have found to collect learnings from a team that interacts with the end user on a daily basis?
Cody Jones (Zapier)
I’ve also got a much more detailed list of questions for lower-level hires (PMs) that we use heavily as well. I’ll DM you those.
Sean Matthews
Going through old threads for things I may have missed… my immediate first thought was “Tell me about your favorite API and Developer Experience, and why it’s your favorite. If you have two, tell me about those two.”

Second thought: “How would improve the current end-user integration setup experience for our app?”

Then a lot of other questions would be informed by the high level strategy around integrations and API at your company, and who controls the funding, and what responsibilities are expected of the envisioned role.
Aidan Weinrib
Hi guys! This may a sensitive topic, but I'd love some crowd sourced info and ideas!

I'm wondering what successful commission structures you've seen for partnership teams? How to reward reps vs director roles? What metrics have you seen considered/measured other than revenue?
Sunir Shah
Remind me if I don’t reply. There are good answers on the slack history. I have it all on my laptop but I am not near it at the moment
Sunir Shah
But @Sean Blanda (Crossbeam) of Crossbeam knows more. He did the compensation survey.
Sean Blanda (Crossbeam)
@Aidan Weinrib we have breakdown by seniority in this: https://blog.crossbeam.com/2020-partner-ecosystem-report Though data was collected pre-COVID in dec-jan.
Sean Blanda (Crossbeam)
we also ran some comparisons with remote workers
Sunir Shah
Also not all partnership strategies respond well to commissions. If you after market lock, ecosystems, or product extension commissions will likely create problems. If you are focused on revenue (direct, indirect, crosssell or up sell) or demand gen then it makes more sense.
Sunir Shah
So to answer your last question, you measure based on the business dimensions you are using partners to change. So demand, conversion, adoption / retention, arpa, ltv are common.

Sunir Shah
Partner attached revenue is popular. Conversely you should measure how much money your partners make by working with you. Service partners should make 3-5x the dollars at least
Sunir Shah
Market lock is harder. I measured my team on relationship marketing metrics. Ultimately on “hearts won” which meant when partners sent us opportunities unsolicited.
Sunir Shah
That one is harder to convince the ceo about because it seems like woo woo but I learnt relationship marketing from political campaigns
Aidan Weinrib
Thank you @Sunir Shah and @Sean Blanda (Crossbeam)! This is super helpful!
Mark Jung
Welcome @Matt Binder & @Matthew Jackson! wave
Matt Binder
Thank you for adding me, Mark!
Sunir Shah
I loved this email from @Alex Glenn, PartnerPrograms.io. If you don’t know him, he’s a mad genius breaking down the digital marketing agency channel. If that’s your target market, you should talk to him.

Alex Glenn
Thank you for the mention @Sunir Shah!
Sunir Shah
> I learned some actionable strategy for winning top-tier agency partnerships so I’d like to share the strategy with you Sunir.  > > I hate when people make me leave the email to get any value, so please read the gist (full podcast episode link at the bottom): > > I recorded a podcast yesterday with Christopher Antonopoulos on this topic. Chris is the CEO of Measured Results Marketing agency, one of the instructors in our accelerator, and top Eloqua / Marketo / Hubspot / Salesforce partner.  > > Chris receives a new partnership request almost daily between email and LinkedIn. > > What Chris looks for in this outreach, and he reads them all, are keywords that align with his needs from partnerships in their early stage:  > Joint pipeline relationships - co-selling. > Events - co-marketing with your partners. > Caring - showing you care about that agency, not how they can help you hit your numbers that day/month by only talking about their lead. > Because Chris is an implementation partner (important to know), and sells to enterprise clients, the time/effort/marketing to become a full ‘partner’ with new tools costs him between $15-$20K (Onboarding time, Training the team, Content to promote, Sales processes...).  > > Further, Chris is the first line of support for his clients on over 40 tools. > He has to answer these questions for any new software partnership inquiry: > Does this solution solve a pain point for our clients? > Is it better than most of the other options? > How can we be a part of the implementation of that solution given our team/branding? > If so, can we actually share a sales pipeline and co-sell by way of referrals, shared data, shared calls etc…? > We discuss how he answers these questions in the episode, but here is the tactic we lay out in the episode around converting partners who have been ignoring your outreach: > > You probably have an email list of partner prospects which have gone stale - they have not replied in a while to your discovery emails.  > > *This is great for anyone who is handed a cold list of partners to reach out to, or anyone looking to clean out there list. It simply requires:  > That you have a list of agencies you have emailed, but did not respond.  > Have a pipeline stage that is for stale leads (prospects who are non-responsive).  > *Here’s what to do: > Export the prospective agencies into a sheet > Open each of their websites and see if you can find what vertical/industry they are targeting for services, add a new column with “Target Clients” then fill that out per agency. > Then, try to deduce (based on case studies and testimonials) what the size of their average client is - smb, mid-market, enterprise. Add a new column for “Target size” > Finally, and this is the important part, add the main tools the agency uses or is partnered with - check builtwith.com and their footer. Add final columns for “uses these tools:” and “partners with:” > Then, go to sales and ask them to give you a list of leads that seem to be non-responsive with permission to try and warm them back up.  > Look at each of the verticals of the companies on the list, plus their size, and try to play matchmaker - which companies should which agencies want to work with. Add the company URL to a new column “Vertical-based Prospect 1”. > Then, check out that prospects tools using their domain and builtwith (or Wappalyzer), and add a new column for “Tools used prospect 1:” > Do this until each company is matched with at least a few of your partner prospects - the goal is to have at least 3 user prospects matched with each agency prospect.  > Now that you have your list, we need to reach back out to the agencies who were non-responsive:  > Compose an email to each agency one at a time with the subject “Pipeline Referrals”  > The body will be something like: “Hello first_name, > As you are probably aware, we are big fans of your agency and have been for some time. Our previous offers have fallen flat, but I may have something we both can benefit from today: > Based on you using ___ tools, targeting ___ vertical with ____ services, I believe the list below of prospects in our pipeline would be a great fit for your services given their recent need for a tool like ours. > We have not closed them so please let us introduce you and hopefully after you win the deal they will look closer into the relationship. > If you are open to it, please find a time in my calendar so we can form a proper intro and reason/offer (other than your agency being one we admire) for the intro right now.” > (paste the list of company names/urls below along with your calendar link) > Send that out and I assure you agencies will reply with gratitude for thinking of them. > This tactic not-only works on Chris, but it forces your team to really look at your agencies and align with their sales goals - not just blasting nonsense to everyone on your list.  > > The full strategy can be learned here on this podcast >
Paddy McGill (PartnerPixel and Other SaaS Companies)
Welcome @Todd Eby - My fellow members, I highly recommend to connect with Todd and his amazing team over at successhacker.co - they work with over 500 saas companies helping them develop high performing customer success teams.
Sankararaman
Thanks for the heads up, @Paddy McGill (PartnerPixel and Other SaaS Companies)! And welcome Mr. @Todd Eby Great connecting with you here simple_smile
Todd Eby
Thanks for the intro @Paddy McGill (PartnerPixel and Other SaaS Companies) great to get connected into this community!
Arpit Choudhury
Welcome Todd, SuccessHacker looks great!
Noah Green
@here Good afternoon from a sunny London! sunny

I’m seeing a ton of new faces across our community which is fantastic! raised_hands — But this made me realise that some of you might not have discovered some of our great activities we have going on throughout our community week on week. --

Do you know what #coffee-time is? ️coffee 

Let me explain.

Outside of our channels we wanted to create a place where we could enable our members to get to know each other via the means of a virtual coffee one on one… Hence #coffee-time! mega

We deployed Donut into #coffee-time —> Donut auto pairs members of this channel bi-weekly on Mondays at 10 am PT / 1 pm ET via a direct message. doughnut

Do I need to do anything?

No. We don’t create profiles, all you need to do is join the channel ahead of our pairing to make the cut… (Next Monday is our next one!) — If you’ve got any questions you can Direct Message me!

Outside of that people have asked me… What happens if I can’t make that time?

Truth be told you can circle back whenever you get a moment… The meeting doesn’t take place at 10 am PT / 1 pm ET this just marks the moment when Donut works it’s magic and pairs you with another member. handshake

Look forward to seeing some more of you join!
Noah Green
@Eugene Krimkevich actually brought to light what happened within his fantastic discussion via his pairing last week -> https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1596038731047600
Ryan Lunka
Maybe a dumb question, but did I miss any detail about SaaS Connect in October? Is it still planned pending an assessment of Covid?
Sunir Shah
There won’t be an in-person event, but doesn’t mean I’m not planning something
Ryan Lunka
Thanks!
Sunir Shah
in the meantime… mask
Ryan Lunka
Amen, brother.
Jake Wallace
Those of you who have gone through the Salesforce partner agreement, I'd love to pick your brain brain. Please DM me, thank you in advance!
Sunir Shah
Also we opened a #salesforce channel so we can all work together on their channel.
Kyle Barlow
We are starting a Free Subscription model within our SaaS FSM platform. This is our first time doing an entirely free plan. This is what the new pricing page will look like: kickserv.com/pricing Any tips on GTM strategy? Any general pointers?
Sunir Shah
FSM = “Field Service Management”
Sunir Shah
What is your rationale for a free plan? What are your objectives? Do you have a test plan?

Also my general pointer is the Price Intelligently blog https://www.priceintelligently.com/blog
Kyle Barlow
Rational for a free plan is to get more users. We've seen our smallest plan (Solo Plan) can generate as much rev as our bigger plans because they use our online payments more ( accepting their customer payments through our app ). There are also currently no good free plans in the FSM space and feel this could be a gamechanger for small service businesses. Our product is very sticky if users start using it (less than 2% churn).
Kyle Barlow
Our 'test plan' has been our Solo (2 user) Plan we've been charging $59/m for. Now we'll be giving it away for free.
Sunir Shah
Free is different than $1.
Sunir Shah
But you can ‘test’ it by putting it a different channel, like a landing page + ppc campaign
Sunir Shah
Then you can do a cohort analysis (split test) to determine the real differences.
Sunir Shah
Because of the law, you have to offer the same plan to everyone in the same market, so you can split by geographical region as well if you can show that a priori those regions are statistically similar. While it’s not perfect, it’s ok
Sunir Shah
Beyond that, once you’re confirmed this is the way to go, you can run a ‘launch’ campaign, sensitive that you’ll downgrade a ton of your existing customers
Peter Radizeski
Hope you have a conversion plan to convert free to paid - or does most revenue come from payment processing?
Sunir Shah
@channel One thing that will help immensely is changing your display name in Slack to your Full Name (Company)

1. At the Slack settings drop down at the top left 2. Click on View Profile 3. Then click on Edit profile in the righthand profile view 4. Change your display name to Full Name (Company) 5. Save changes tada
Sunir Shah
And yes, a member directory will be coming.
Kyle Barlow
done!
Ryan Lunka
Test!
Ryan Lunka
Boom.
Trevayne O’Brien (Skylark Platform)
done - thanks for the nudge
Rita Varga
Any from hospitality or travel-tech here?
Sunir Shah
@channel So, what DO channel partners really want?

If there was ever a question for 2020 in SaaS partnerships, it’s how do I activate more of my channel partners? I’m on the hunt to find out.

There are few people who are as immersed in making channels work as Daniel Graff-Radford, CEO, Allbound. His company works every day to make software channel programs successful.

Join Daniel and me tomorrow where we breakdown the mysterious psyches of our channel and service partners. Do they want more commissions? Do they want clients? Do they just want a hug? hugging_face

Register here. TOMORROW Wednesday, August 5 at 11am PT https://zoom.us/webinar/register/5915952773679/WN_ZhuI3moFT3-En2FQaWc4uA
Sunir Shah
@Matt Binder summoned
Jake Wallace
Hey @Tom Bingham (AWS) welcome! wave
Michael Kovacs
Hi All, wondering if anyone has, or has seen, a good high level comparison of the top PRM providers?

There is some great feedback in this channel on specific tools, but wondering if anyone has brought that info together in one place. Thanks!
adam palumbo
Hey @Michael Kovacs! I work for PartnerStack, just one of the PRM tools on the market. The most popular PRM comparison site is probably G2. https://www.g2.com/categories/partner-management
adam palumbo
PRM tools are all different and I suppose it really depends on what you're looking for, but I think G2 provides a pretty good perspective. Happy to talk to anyone that's interested.

Hope that helps, Adam
Michael Kovacs
Thanks @adam palumbo for this!
Sunir Shah
I can summon all the PRM vendors into this thread if you want. :)
Michael Kovacs
Thanks for the offer Sunir, we’ve been able to get a decent understanding of what’s available, but may take you up on that at some point :)
Sunir Shah
@channel Kicking off in 30 minutes with Daniel Graff-Radford, CEO, Allbound and I to dive into the age ol’ question, “Why do channel partners really want?” Or to put it more bluntly, “Why are they so hard to work with?”

We’ll be on Zoom here at 11am PT / 2pm ET https://zoom.us/webinar/register/5915952773679/WN_ZhuI3moFT3-En2FQaWc4uA
Marc Fortin
Hey Sunir, great webinar today! Will a recording be sent out at some point for attendees?
Sean Matthews
Tagging so I can hear the response
Sunir Shah
@Tori Barlow volunteered to produce this one, which I appreciate. I’ll delegate this to her.
Tori Barlow
Thanks sunir - Yes, @Marc Fortin and @Sean Matthews the recording will be ready to share by tomorrow. I will circle back around and share. If you registered before yesterday you'll get an email from us with it, too.
Tori Barlow
Actually, here is the recording. If you fill out the form you'll find the deck with the resources including the Executive Channel Update template. https://www.allbound.com/resource-center/webinar-what-your-partners-really-want-from-you/
Tom Bingham (AWS)
@Jake Wallace nice to see a familiar name! wave
Stacy L. Carlson
A little off topic. We are looking for software that will give us a tracking code for customer to customer referral. Something super light weight that doesn’t do anything than track. Example: Customer A gives the code to Customer B and it lets us know who the referral came from so we can manually give Customer A an extension on their subscription. Any suggestions?
Eric Chan
Refersion, Referral Candy ?
Stacy L. Carlson
I’m not sure either of these would work. Use case: Sales would log in and create a tracking code for Customer A and send that code to Customer A. Customer A would give that to anyone that they are referring. We don’t want Customer A to have to do anything other than hand out the link.
Stacy L. Carlson
We also would not have this attached to anything; like a shopping cart, therefore it would not track any sales that are generated, just that Customer A referred Customer B.
Stacy L. Carlson
I’m wondering if we could do this just with a google campaign URL builder.
sudhir
@Stacy L. Carlson in your use case when will Customer B use the code given by Customer A - time of order like a promo code?
Alex Glenn
Don’t you use something else @Sunir Shah - tapfiliate or something?
Sunir Shah
LeadDyno for affiliates. It’s not the same for customer cross-referral
Sunir Shah
Tapfiliate is also good
Noah Green
Hey @channel wave Announcement time!

Next Thursday, August 13th 10 am PT / 1 pm ET we’re having our next exciting SaaS Connect 1:1! mega

Want to get involved? • React to this message with a white_check_mark to confirm your attendanceRegister to gain access to the live session: https://us02web.zoom.us/webinar/register/WN_o30EoFbZRIWkicAopxN_wQ -- point_down

Can you turn your tech partners into a revenue driver?

Integrations always seem like a good strategy. After all, customers demand them. But let’s be honest, how do you measure results? Adoption? Retention?

What really drives a SaaS company is revenue. How do you turn your tech partner ecosystem into a revenue generator?

Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership.

Join us to live to find out… How are SignEasy and FreshWorks driving more sales together? What works? What hasn’t?

We will also have a live Q&A where you’ll be able to put forward your questions to @Rajiv Ramanan and @Jake Wallace! — Start to have a think about what you want to uncover / ask.

Hope to see you there!
Noah Green
Very excited for this one @Jake Wallace & @Rajiv Ramanan!
Kelly Sarabyn (HubSpot)
Looking forward to this!
Jake Wallace
It's gonna be fun!
Sankararaman
Go @Jake Wallace!
Kai Hatchman
This is going to be one you don’t want to miss!
Brandon Lytle
Does anyone manage a team that has someone with a title higher than Sr Partner Manager but lower than Head and VP? I'm trying to develop a career progressions roadmap for my team and would love some insights. I think its is probably a larger conversation with the partnership community in general - how can we standardize or have a framework of titles?
Cory Snyder
Hey @Brandon Lytle, I think it depends on the number of Channel/Partner Managers you have, number of partners, ARR per partner and per customer and so on.

I have Sr. and from there they would go into a leadership opportunity. That could be as a player coach or a Partner Sales Manager.

I try and keep my orgs simple when I build them. Territory Channel Manager (Level 1 &2), Sr. Territory Channel Manager, Region Partner Sales Manager, SR Region Partner Sales Manager, Region Director (US/CAN, LATAM, EMEA, APAC) and so on. Happy to help if possible but it’s hard to build the same frame work given SBM to Enterprise from what I have found
Cory Snyder
You also have what they do within the role as far as hunting new partners, reactivating existing partners, onboarding new partners and working with partner who are already performing
Brandon Lytle
Thanks @Cory Snyder super helpful.
Sunir Shah
The functional part of the title is for outside the organization, but seniority is for staff (resumes, org chart). The seniority ranking should be aligned with marketing or sales internally so people know who are their peers, higher rank, lower rank people in the org chart.
Sunir Shah
If your company doesn’t have a mature ranking order, you’ll eventually have Junior (functional), Intermediate (Manager), Senior (Director), Executive (VP), C-Suite (CXO) ranks.
Sunir Shah
Sounds like you have Manager, Sr. Manager, Director? What’s below Manager? nothing?
Brandon Lytle
The Partner org is still very young - 3 years and there wasn't a solid seniority ranking process in place for the partner team. On the team I have three Sr. Partners, Partner Enablement and a Jr Partner Manager position (more of a BDE/SDR). So I'm just trying to organize it a bit better and create some career trajectory.
Sunir Shah
Hey folks, is anyone have marketing plans in place or wondering how to market at Hubspot INBOUND (now virtual, September 22-23)?

I caught up with the conference organizers and I have a sense of how the event is shaping up.

Every year, the Cloud Software Association runs the Agency Connect cocktail party. Last year we had 600+ registrants. Obviously, no _in-person_ cocktail parties this year. However, I have a cunning plan to put together a virtual cocktail party.

How fun would it be to bring back human connection and colour to the conference season, even if virtual.

Interested? DM me.
Shay Howe
@Sunir Shah, I'm interested! I'll DM you to see how I can help.
Sunir Shah
thank you!
Ebony Vaz - Above Promotions
DM sent.
Alex Glenn
Congrats @Jess Waldeck and @Bob Moore for the substantial series B!! tadafacepunch
Jake Wallace
Hey @Tom Pelisson good to see you joined!
Tom Pelisson
@Jake Wallace Thanks for the suggestion, Jake! Happy to be here. simple_smile
JJ Eggers
If you are in marketing I am hosting a virtual Pub Quiz with the Texas Marketo Users group on the 27th. All marketers are welcome. https://lnkd.in/djAxBdG
Sunir Shah
@channel Our Slack is getting busy! Here’s how to get around.

Learning#general — Ask questions, help your peers, and keep up with news here. • #reads  — Found a useful resource on SaaS partnerships, marketing or leadership? Drop it here. books Oh, this crazy year!#jobs We use this to post recent openings! • #covid19 — Help each other move forward through this difficult time together. Networking#intros  — Introduce yourself. Meet new members! • #conferences — Attending or hosting a conference? Coordinate conference marketing or find fellow attendees here. • #meetups — Holding a meetup or a local event? Drop it here. • #coffee-time — Up your networking. We pair you up every 2 weeks for a virtual coffe with someone else in the community. coffeeGo to market#salesforce — Need help navigating the Salesforce ecosystem? Get help from your peers. • #marketing-opportunities Have a marketing opportunity? Looking for cosponsors or collaborators? Drop it here.
Manoj Ranaweera
Hi Chaps,

I have a new tech startup which I soft-launched on 1st August https://SkilledUp.life it’s a Volunteer Market Place for Tech startups. Positioning is pre-Upwork, Pre-freelancer, etc

A use case: an aspiring data scientist with no experience can volunteer and gain real experience with an early stage tech startup and then go to land his/her dream job outside us.

Another use case: a seasoned professional who has worked for large corporates all his/her life can gain startup experience without jeopardizing his/her career before deciding on a career pivot.

I have been discussing with @Stewart Townsend - Channel.Vision on what we could do with aspiring channel/partner folks.

Let’s say you are in product development but like to switch to partnerships, now you can gain that vital experience though us before making the career pivot.

Love to hear your thoughts.

Ps: This is not a replacement to internship.
Ebony Vaz - Above Promotions
Interesting. Let's connect via DM.
Kelly Daniels (Precisely)
Very interesting! I'm in channels and would like to explore areas like customer experience or product management. Would like to connect.
Dina Moskowitz
Hi Everyone...if you're working for a B2B SaaS, I'm curious to know if you have any rules of thumb on what you're paying on average for MQLs and SQLs through different channels? (SEO, email, webinar, conference, linkedin outreach programs, etc.)?
Sunir Shah
It’s about % of LTV
Sunir Shah
1/6 of LTV if efficient, 1/3 if aggressive.
Sunir Shah
Typically lifetime is 3 years, so 6 mos vs 12 mos.
Sunir Shah
On the macro side, initially expect to spend 40% of revenue on marketing because it’s inefficient, and have it taper down to 20-25%.
Cody Jones (Zapier)
wave Hey folks! I’m working on restructuring titles and growth plans for my teams at Zapier zapier. I’m running into naming convention challenges, for example:

Partner Manager - IC role that manages our partners Manager, Partner Management - the manager over the partner managers

As you can see, it gets tricky as you try and plot these things out for a full career path. _*Does anyone have a growth path that they have successfully used? Suggestions for alternative titles?*_ Sharing my current framework in the thread below.
Cody Jones (Zapier)
Here’s how I currently have the team set up:
Cody Jones (Zapier)
Feedback I get from people on the team is that a “Partner Specialist” doesn’t effectively convey their work externally, and I agree.

I’m struggling to come up with the right naming conventions, however, that infer one’s role and status without having to reference their level. thinking_face
Sunir Shah
Managers of Managers are Directors normally
Sunir Shah
Ah, I see. The functional part of titles is for the market to find you; the level part is for understanding rank order within the organization.
Sunir Shah
What would your staff’s external counterparts be searching for on LinkedIn? You have too many roles on this chart that would come with up with “Zapier partnerships”; given what Zapier is, this is hopelessly vague. Be way more specific. Technical Partnerships; Channel Partnerships are 2 example specializations.
Sunir Shah
“Management” is tautologous; it’s implied you hired a knowledge worker to “manage” somethin What is this person doing? Look at their objectives. Marketing? Sales? Finance? Success? Growth?
Brian Jambor
I have used prefixes and suffixes in the past.

e.g.:

a. Partner Account Manager (PAM) b. PAM II/PAM III c. Sr. PAM (Manages all PAMs) d. Director, PAM (Manages Managers)
Steven Larsen
Agree with @Brian Jambor. I suggest keep it simple. Start out with PAM, PDM, etc. I would save PAM II/PAM III for the enterprise tech companies and simply going with a, c and d ^^^
Steven Larsen
I am also a believer on flatter BD teams. No reason to add too many layers in our field...most people are ICs.
Cody Jones (Zapier)
Thanks for all the thoughtful replies, folks! In this case, I’m fighting a few challenges:

1. Internal naming conventions that imply levels across the whole company (Coordinator, Specialist, Sr. Specialist, etc.) 2. External naming conventions that people actually use and understand 3. The naming convention of partner manager and confusion with a people manager (Manager, X role) I like your suggestion, @Brian Jambor, but have to add a few more layers as I’m creating an overall progression path for the entire department. And finally, I agree with your sentiment @Steven Larsen, but we actually do have a large team where we require progression paths for both ICs and people leaders, so this overall framework is required.

I’ll keep stewing on this, but thanks for the ideas!
Brian Jambor
@Cody Jones (Zapier) - You probably already have something like this, but for those that don’t, here is the leadership framework I built for my department a few years ago.
Noah Green
Hey everyone, just in case you missed this I’m re-circling this message:

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1596746256191900
Noah Green
Afternoon from a sunny London! sunny

I’m seeing a ton of new faces across our community which is fantastic! raised_hands  Made me realise, you might not have discovered one of my fave activities that occurs in our community week on week! --

Do you know what #coffee-time is?  ️coffee 

Let me explain…

Outside of our channels we wanted to create a place where we could enable our members to get to know each other via the means of a virtual coffee one on one… Hence #coffee-timemega

With that i mind we launched Donut into #coffee-time —> Donut auto pairs members of this channel bi-weekly on Mondays at 10 am PT / 1 pm ET via a direct message. doughnut

Do I need to do anything?

No. We don’t create profiles, all you need to do is join the channel ahead of our pairing to make the cut… (Today is our next one!) — If you’ve got any questions you can Direct Message me!

What happens if I can’t make that time?

Truth be told you can circle back whenever you get a moment…  The meeting doesn’t take place at 10 am PT / 1 pm ET this just marks the moment when Donut works it’s magic and pairs you with another member. handshake

Next pairing is today! Hope to see some more of you in there simple_smile
Asaf Fradkin
Hey everyone, from Tel Aviv... who here levrages a solid partnership with a big Telco company? Would love to hear your experiences...
Susan Stone
Hello, who has a good, simple template they are willing to share for channel partnership proposal? THX!
Susan Stone
Clarifying to add this is proposal for the partner, not proposing the program internally.
Sunir Shah
What’s the product/service you’re selling through? What are the terms/structure of the program? There are a million variations.
Susan Stone
SaaS platforms for Boutique fitness market. Payout on converted leads rev share or flat rate to be specified. Co marketing commitments, benchmarks.
Erika Childers
Hi everyone! If you're a sales leader or someone in channels, partnerships, or alliances for a company that sells through one of the major Cloud Marketplaces (like AWS, Azure, GCP), I'd love to borrow 5 minutes of your time!

My company (Tackle) just launched the first-of-its-kind State of B2B Marketplaces 2020 Survey to help us collect and share data about how B2B companies leverage Cloud Marketplaces as an emerging revenue channel.

By completing the survey, you'll secure a copy of the findings and as a bonus, you'll be entered for a chance to win a $250 Amazon gift card! https://bit.ly/3k4q7El

Thank you so much in advance! heart
Rita Varga
Done
Erika Childers
Amazing, thanks @Rita Varga!
Rita Varga
Really imto marketolaces now;)
Michael Kovacs
great survey, completed as well
Kiran Elengickal
Done !
Erika Childers
Amazing, thank you so much @Rita Varga @Michael Kovacs @Kiran Elengickal! heart
Noah Green
Hey @channel wave

Remember our next SaaS Connect 1:1 is just around the corner, coming up on Thursday at 10 am PT / 1 pm ET! mega

Register to gain access to the live session: https://us02web.zoom.us/webinar/register/WN_o30EoFbZRIWkicAopxN_wQ

point_down

Can you turn your tech partners into a revenue driver?

Integrations always seem like a good strategy. After all, customers demand them. But let’s be honest, how do you measure results? Adoption? Retention?

What really drives a SaaS company is revenue. How do you turn your tech partner ecosystem into a revenue generator?

Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership.

Join us to live to find out… How are SignEasy and FreshWorks driving more sales together?

What works? What hasn’t?

We’re also having a live Q&A, you’ll be able to put forward your questions to @Rajiv Ramanan and @Jake Wallace!

Hope to see you there!
Sunir Shah
I’m working away on a GDPR response plan. I’m curious if anyone has a strong opinion against the United States ban of TikTok / WeChat? Or The Clean Network (https://www.state.gov/the-clean-network/)?
Sunir Shah
There is a hierarchy in data protection law. The EU > OECD > US > Russia > China. The irony notwithstanding of the US accusing China of mass surveillance, data is the new oil in trade law. I would expect principled stands in some cases, and cheap talk about principles in others to achieve ulterior goals.
François Grenier
i like your point about the irony. wrt clean network project, as a former telco and telco security professional I find it to be extremely fluffy or redundant at best, and mostly impractical or impossible to implement: • clean carrier - that one is palatable, but presupposes using intermediate carriers- interconnection fees pile up and there is no guarantee that it appeases any security concern so likely the consumer loses down the line • clean store - feels redundant, the main stores (Google Play and App Store) have no interest in not enforcing that themselves. They’re self-regulating pretty well (could always be better) • clean apps - that one is just political messaging in disguise • clean cloud - fair, basically what the EU is claiming about the US right now, the US is claiming about china but it’s a ligitimate concern • clean cable - fair too, although close to point 1 and not very practical • it’s missing a more important piece about equipment components - chipsets and other components from consumer devices and network equipments can be flawed.
François Grenier
overall a good idea, but more of a stunt in the end
Sunir Shah
It’s definitely a PR stunt. I’m open to the fact that official government communications will increasingly become social media campaigns with all the viral marketing built into it.

The pressure on ICT companies to be responsible for the games of geopolitical powers is going to be brutal as an industry. No doubt this situation is going to escalate into a digital trade war.
Sunir Shah
I think for us as CSA members, the US is between anti-surveillance w.r.t China and pro-surveillance w.r.t the EU right now, which means that we’re up for continual compliance shocks every few months for years.
Kiran Elengickal
@Sunir Shah We talk about the ban of TikTok in the US today, it has been going on in china since a long time. I encourage checking this article from 2019 - https://www.businessinsider.com/major-us-tech-companies-blocked-from-operating-in-china-2019-5
Sunir Shah
lol. I’m not concerned for TikTok nor for China. They each made their choices and these are the consequences.

The Internet is already split up into geopolitical domains. It will not improve. It is not intrinsically free. It can only reflect human society after all.

However, I’m thinking about what the impact will be on us in the “data trade” as this situation shakes out.

I don’t really know how any of us mere bourgeoisie are supposed to be responsible for the spy agencies’ behaviour, but that’s what the CJEU demands and the US is pretending to demand.

It’s seems like a bit of a parlour game, but it’s actually a very serious question.
François Grenier
that should indeed be our primary focus. right now we’re likely all having uncomfortable conversations with both customers and vendors about where the data is. The given benefit of SaaS (where you are doesn’t matter) is slowed down if you need to rethink where the data for each customer is going to be stored. At the same time, as with everything in tech, I am hopeful that the uncomfortable conversation will drive us toward acceptable global solutions, because we all want to keep that flexibility of selling globally and that cost benefit of not having to worry _too much_ (read, only have to think about this for the right technology, cost and security reasons) about where things effectively run. The europe stance seems to be grounded on the right incentives: ensuring customer privacy protection, which SaaS players should embrace, that ship has sailed. It’s all a matter of the US and Europe agreeing on best practices as to what privacy really means, how much law enforcement needs to be able to screen that, if at all, and rebuild trust where it’s broken.
Arshiya Nowsheen
Join tomorrow at 5 PM India Time

Live Stream on Kissflow from our CEO: https://stream.meet.google.com/stream/1dee461c-07f6-4451-8443-65174387a3a4
Noah Green
@channel mega Join us tomorrow at 10 am PT / 1pm ET for our next SaaS Connect 1:1 — Under a day to go!

white_check_mark Register to gain access to the live session: https://us02web.zoom.us/webinar/register/WN_o30EoFbZRIWkicAopxN_wQ

point_down

Can you turn your tech partners into a revenue driver?

Integrations always seem like a good strategy. After all, customers demand them. But let’s be honest, how do you measure results? Adoption? Retention?

What really drives a SaaS company is revenue. How do you turn your tech partner ecosystem into a revenue generator?

Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership.

Join us to live to find out… How are SignEasy and FreshWorks driving more sales together?

What works?  What hasn’t?

Get your questions ready to put forward to @U014CF9S06A> and <@U9D8G7KA7 within our Q&A!

See you tomorrow!
Sunir Shah
On that note, we did a prep call yesterday for the webinar (register here) and hoo boy, this one is going to be hot. fire

This is the burning question this year: how do I get my partner team to prove it’s a revenue center?

@Rajiv Ramanan, FreshWorks kept dropping gold. He’s converting FreshWorks’s ecosystem strategy with tech partnerships into a revenue-oriented strategy with great success. I was stunned.

@Jake Wallace recently started at SignEasy to figure out a revenue path with tech partners, and was fortunate to get into the process with FreshWorks to learn and build a successful revenue program quickly. The amount they have figured out is impressive.

Come tomorrow with your questions.
Filipp Ovchinnikov
Hi Everyone! I’m Filipp with SurveyMonkey’s strategic partnerships team. We gathered feedback from our technology partners that they wanted to do more with us on the go-to-market front. So yesterday we launched the SurveyMonkey Technology Ecosystem Program to meet their needs and help companies scale with SurveyMonkey. Check our program out and DM me with your thoughts and initial reactions! https://www.surveymonkey.com/mp/partner-program/
Sabrina Silk
chart_with_upwards_trend Vena is a high revenue growth SaaS company with a focus on the Office of Finance market. Leveraging Excel interface and operating on the cloud platform, Vena is taking off with VARs, ISVs, and Technology Alliance partners. hammer We are working cross-functionally to evaluate and launch a Partner 2.0 program for the best customer journey and partner experience. raised_back_of_handWould anyone want to share their experience and Partner Tiered Program learnings, do's / don'ts? Thoughts on naming conversion 'silver-gold-platinum'?
Jenny Risch (Electric.ai)
Hi All - cross posting this from the #salesforce channel in case anyone who is in the App Exchange isn't in the channel and has insights to share.
Greg Greenberger (Neptune)
its a long an exhausting process and everyone i know who has gone through getting listed has had a slightly different experience, but im happy to share whatever insight i can
Jenny Risch (Electric.ai)
thanks Greg, I'll DM you. Ive done a lot of research on the process. At this point, I am particularly interested in getting insights on ROI partners have seen from the channel
Noah Green
@channel T-Minus 1 Hour until our next SaaS Connect 1:1 rotating_light

It’s still not too late to register to gain access to our live session: https://us02web.zoom.us/webinar/register/WN_o30EoFbZRIWkicAopxN_wQ

point_down

Can you turn your tech partners into a revenue driver?

Integrations always seem like a good strategy. After all, customers demand them. But let’s be honest, how do you measure results? Adoption? Retention?

What really drives a SaaS company is revenue. How do you turn your tech partner ecosystem into a revenue generator?

Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership.

Join us to live to find out… How are SignEasy and FreshWorks driving more sales together?

What works?  What hasn’t?

Get your questions ready to put forward to @U014CF9S06A> and <@U9D8G7KA7 within our Q&A!
Noah Green
@channel 10 minutes to go until our next SaaS Connect 1:1 with @U014CF9S06A> and <@U9D8G7KA7 mega

If you head to your emails you will have received the link to join live — See you in soon!
Noah Green
It is time @channel for our next SaaS Connect 1:1!

Head to the registrant link you received via email to join in on this live session rocket

point_down

Can you turn your tech partners into a revenue driver?

Integrations always seem like a good strategy. After all, customers demand them. But let’s be honest, how do you measure results? Adoption? Retention?

What really drives a SaaS company is revenue. How do you turn your tech partner ecosystem into a revenue generator?

Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership.

Join us to live to find out… How are SignEasy and FreshWorks driving more sales together?

What works?  What hasn’t?

Get your questions ready to put forward to @U014CF9S06A> and <@U9D8G7KA7 within our Q&A!
Noah Green
@channel If you have any trouble gaining access ping me and I’ll send you the link simple_smile
François Grenier
@Jake Wallace @Rajiv Ramanan contactless right-facing_fist left-facing_fist @Sunir Shah tumbler_glass clinking_glasses
Jake Wallace
haha love it, thanks @François Grenier!
Rajiv Ramanan
thanks @François Grenier!
Sunir Shah
@U9D8G7KA7> <@U014CF9S06A that was fire. Thank you so much!

p.s. cocktail this if you think Jake owes me a drink for calling me Sunil.
Jake Wallace
I really tried hard not to, I did!
richard bernstein
Will you be sharing the replay?
Noah Green
We will over the course if next week. I’ll send it to you once its ready!
Antoine Moreau
following! would love to have it too
Noah Green
You got it!
Rebecca O'Kusky
+1
Noah Green
Noted!
Brad Jenson
@Noah Green +1
Ashley Hildreth
Same!
Jen Kalant (Reputation.com)
@here: I am currently working with a newer partner & channel team (only 1-2 years into partnerships) and they are now starting to work through internal communication of partners with the sales and CS orgs. Does anyone have any tips, collateral, etc. that you have had success in using when positioning referral partner relationships and how to work with partners to internal teams? TIA!
Aidan Weinrib
Following :)
Jeff Mattan
I've had success using WIIFM for the sellers by focusing on 1) another source of qualified leads from someone who gets paid on commissions, just like you, 2) total control over the sales process (since your salespeople get the referrals and work the leads) and 3) the ability to mold the partners in a way that results in more and better leads ("make sure you include the partners on the sales calls so they learn by watching you work. This will result in better qualified leads the next time they pass them to you").
Jeff Mattan
Once there's success, I write up an internal case study/ success story and wherever possible get your seller who is profiled in it to share in his/ her own words (sales meetings, internal webinars as your guest speaker, etc.).
Jeff Mattan
Finally, understand how your people are paid as some will object to "by giving that referral partner 10% you decreased the amount of commission I get. That doesn't happen with Marketing or SDR leads". Stress that 90% of something is better than 100% of $0 and the more of the leads they close the more the partners will want to submit more. This is where that internal case study comes in handy.
Manoj Ranaweera
I got a call with Twilio and SendGrid team to discuss free credits for our tech companies https://Techcelerate.ventures/members

We give AWS, GCP, IBM free credits. Anyone else here want to join these companies and offer help for our tech companies who are Pre-revenue to just over £1M +?
Manoj Ranaweera
Whilst I’m only discussing about 25 UK tech companies above, any relationship here can later be extended to https://SkilledUp.life as well.
Kelly Reyes Schmidt
joined #general
Noah Green
Welcome!
Noah Green
Afternoon from London wave

I’m seeing a ton of new joiners across our community which is fantastic! Here’s a few tips and tricks to ensure you make the most out of our community moving forwards:

Our Channel Navigation: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1596746256191900Updating Your Profile: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1596562396132500Coffee Time FAQ: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1596463347121000LinkedIn Connection Thread: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1595857146012200

Let me know if you have any questions (via this thread or DM me) — Have a great start the week!
GJ - Apideck
Hi everyone, to celebrate the latest Forrester Channel Tech Stack 2020, we’re about to launch a channel tech directory and would like to include as many companies possible. Let us know if you’re missing wink
Sunir Shah
@channel [fixed link, whoops!] THURSDAY, 10am PT. What do you NEED to know about data and privacy as a partnership leader?

ALTERNATIVELY: When the poop hits the fan, making sure you did the right thing.

You stand at the intersection between your company and your partners, constructing agreements that move and control customer data.

Data privacy law and trade law may not be your favourite topic, but you’re the one who negotiated the deal. You’re the one who’s going to be held accountable.

With the EU-US Privacy Shield struck down, Brexit, and the new Brazil, Japanese, Argentina, and Indian data privacy laws enacted, it’s a lot to digest.

Problems I’ve seen this year that you need to know what to do:

• Are your integrations legally transferring data? • Are you making your channel partners liable for data? Are they prepared for this? • Is customer data exposed because they are mixed in with other customers of the same partner? • Can you aggregate data? Join William Littman, Crownpeak and Micky Khanna, GDPRplan.com on Thursday, 10am https://us02web.zoom.us/webinar/register/WN_8pnid45vRDiRHxnNDJ7jcg
Sunir Shah
Added Micky Khanna to our plucky panel of privacy pros!
Dave Weinberg
I don’t post here often, but this group has been an invaluable resource to me this year. Thank you simple_smile I’ve been trying to be more active on LinkedIn where I have more than 15k followers - especially as I navigate my way to the next stop in my journey. Today I wrote a more general dive into partnerships after a great chat wtih @Alex Glenn: https://www.linkedin.com/posts/dweinberg_partnerships-sales-partnerprogram-activity-6701597568931028992-j5hT

My audience on LinkedIn is more broad, so the goal there is to further the message of what a partnerships are, what it takes to succeed in partnerships, how leadership (especially in early or venture backed SaaS) can better understand what partnerships really are operated to sales or marketing, and more deeper dives in the future.

Hoping your will share your thoughts with me there or connect with me if we haven’t already.
Roland Wartenberg
Hi all, best wishes to all from Gilroy, CA (where we had 109F yesterday). Happy to have joined the group, and looking forward to learning and contributing. Best, Roland
Bharat Chopra - orangeKarma
Good morning all! I had a great donut with @Jake Wallace Monday and asked him a specific question. In true partnerships fashion he encouraged me to crowdsource the answer and get perspectives from the whole community. So here goes, first with a little context:

I am launching an integration center for LeagueApps. We have thousands of customers who run their youth sports organizations using our marketing, registration, payments and club/league management platform. To take our business to the next level, we just finished building out our integration center with @Cristina Flaschen using Pandium’s integration platform. We are turning on our first tech-driven integrations now. We now have a number of technology companies in the youth sports industry knocking on our door who want access to our customer base. Our perspective is we want them to build the integration, and then we will support the partnership with marketing promotions to our customers. Many of them want us to run some marketing tests and validate the customer demand before putting the effort in to build the integration. I’d love to hear thoughts and experiences from this group on different approaches, what has worked, what hasn’t worked in terms of vetting customer demand prior to designing and building integrations.
Michael Kovacs
We’ve seen companies limit the scope of their marketplace in the initial phases, where the marketplace is more of a listing/showcase. It allows you to get something up faster, gather feedback around customer demand via analytics, and is less work from your partners (they provides assets for listing, not the full integration yet) - then you can grow more intelligently towards a fully integrated marketplace. You probably know NBC SportsEngine, we support their marketplace (https://marketplace.sportsengine.com/) and happy to chat more if you like.
Bharat Chopra - orangeKarma
Thanks Michael! appreciate the idea.
Sunir Shah
summoning @Filipp Ovchinnikov. Filipp was also looking for feedback about the SurveyMonkey partner program. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1597258127278300
Sunir Shah
@Bharat Chopra - orangeKarma The general rule is the downstream company pays because they are going to benefit the most from the partnership in terms of new customers.

However, if they are sceptical about working with your new program, you are in the game of persuasion.

Most companies will build the first few integrations and market them and also market the results of the partnership to get the flywheel going.

Of course, you should focus on the areas of greatest demand. Survey your own customers. Ask them what tools and services they already use besides LeagueApps; and what tools and services they want LeagueApps to integrate with. Then focus your limited resources there.
Michael Kovacs
+1 for ^^ - Even if it isn’t obvious, most companies do create the first few integrations themselves to seed the marketplace. For sure survey what customers want and focus on that - A small caution, customers see integrations as simple and easy add ons (which they are) so won’t give much thought to just saying “yes we want A, B and C”. Depending on if you’re monetizing (on or off marketplace) and what work if any is required for integration set up (ideally low) there may be a difference between what they “say they want:” and what they will actually do/pay for in reality once live.
Michael Kovacs
@Filipp Ovchinnikov the STEP program looks great, congrats! For feedback, every ecosystem is different, I always find it helpful to look at what other platforms are doing for inspiration/ideas. Assuming onboarding partners and developers is important right now:

• Shopify does a great job of documenting app submission requirements ( and right in their API docs) - https://shopify.dev/concepts/app-store/getting-your-app-approved/app-requirements • Zoom has a great and candid post about how they think about managing submissions - https://medium.com/zoom-developer-blog/how-to-get-your-app-published-to-the-zoom-app-marketplace-on-your-first-review-7d5c97b78d1a • You have a breakdown of partner tiers, so having that manifest directly within the App Directory some how - Featured, Platinum or Certified apps, different app tile styles, a dedicated partner/app developer page, etc Note - If you’re still crafting the submission process, from the Zoom post above, they don’t have a proper flow for app status updates (create, update, unpublish, remove) that won’t work.
Eugene Krimkevich
@Bharat Chopra - orangeKarma I worked on platform integrations at Mindbody for 4 years (similar but tangential space to you guys), adding my two cents here:

1. Echo the feedback re customer survey an interviews. Good advice above from @Michael Kovacs re carefully reading the output where customers can have a "yeah sure, why not" response tendency when offering multiple relevant options. 2. Quantify customer overlap with manual account mapping or Crossbeam. High joint usage is a good signal that an integration will add immediate value assuming you solve the right use case. 3. New marketplace do often build direct integrations first to seed their marketplace as noted above (e.g. believe this is how Intercom's marketplace started out). If you don't want/can't go that route, the value I'd pitch is 1) early partners will get a disproportionately high level of marketing love as part of the launch and 2) can have a big influence on how they'd like to see your APIs structured to support their use cases and 3) will get priority developer support from your team in building and launching their integrations. I got dozens of partners committed to building on InVision's platform before we even had a public API with those value props (just make sure they're good faith commitments you're resourced to fully deliver on). 4. Resist the urge to push partners for super robust integrations that handle every imaginable use case. Give partners confidence about starting small, minimizing upfront investment, and focusing on testing and learning. There's usually 1-3 low-cost/high-value use cases you can solve with any given partner, build and validate those first. 5. You can always start with a one-to-many path like Zapier to test the waters and see what apps end-users are actually connecting. It could validate building direct integrations down the line and gives you more quantifiable ammo when convincing partners to do so. 6. Using co-marketing to generate a signal for integration interest is doable but not my fave approach - hard to distinguish interest in the general topic from interest in the particular partner/tool you're co-marketing with, and it says nothing about how customers actually want to see those tools work together. Preferable to just ask customers directly if that's the knowledge you're after.
Bradley Blinn
I could use some help. I'm looking for a introduction to a company that handles international bank payments (Mass Payments / Mass Payouts). Our company is seeking to add this capability to our portfolio of services. I'm contacting companies such as Payoneer, XE, Dwolla, Hyperwallet, Tipalti, FIS, Transpay, etc. If you work with a vendor/partner and have a good relationship with them, I'd appreciate your referral. Thank you so much.
Oscar Trujillo
don’t work with a partner to refer you to but i look into this myself last year and one good option was Ebanx
Prateek Bawa
Hope your introduction with Global Payments will work out. :+1:
Sunir Shah
I’m also searching for a good option here. Stripe Connect is workable, but want something that fits into AppBind and our business model better.
Sunir Shah
https://paymotion.com is another option I’ve considered
Oscar Trujillo
How common is to provide reselling partner with a promo non billing account vs asking them to pay for the account?
Len Bruskiewitz
Oscar - I can only speak for the companies I worked for but in those cases we always gave partners a free, fully featured account for demo purposes as well as internal usage. You want partners to know the product well and charging them to do so seems counter-productive.
Sunir Shah
They can’t resell what they don’t understand and know. You’d train your inside sales people without making them pay afterall.

You can restrict the free account for non-production uses if that is important, but if it isn’t you can gift for a year or 6mos or something.
Oscar Trujillo
good points thx
Ryan Smith
100% agree I’ve always offered a free account for their own business use and to better understand the product
Alex Glenn
Uncommon @Oscar Trujillo, but highly recommended and expected by most top tier agency partners. David Lewis at DemandGen explains it better in this podcast:

https://open.spotify.com/episode/4hyOuZqy1Mmq8vo6flZpNw?si=0PWNsy30RyiBKQs6y2sbAQ
Oscar Trujillo
:+1:
Sunir Shah
@channel In an hour, we’re going to dive right into how privacy policies make life difficult for us partnership people with William Littman, Crownpeak, Micky Khalla, GDPRplan, and Abbie Clement, iUbenda.

We’re the ones negotiating agreements moving data between our companies and our partners. We need to know what to do in case the poop hits the fan.

point_right Join us at 10am PT today https://us02web.zoom.us/webinar/register/WN_8pnid45vRDiRHxnNDJ7jcg

------------------------------------------------------------------------

Here’s a background article we’re discussing

Jessica Senecal
This was a great session and the above document is impressive (and a little scary). Are you going to put the recording of the Zoom up? I'd love to share it with a few folks. Thanks.
Sunir Shah
yes!
Aleksi Mattlar (Vena)
Hey everyone,

My team is working on launching a new partner program for our referral, reseller, and technology alliance partners with the goal of driving maximum attention to the change and on-boarding a bunch of new strategic partners.

What are some ideas, best practices, or exciting ideas we can use to make this a home run?
Prateek Bawa
Hi Aleksi,

I think initially it would more about testing with various combinations.

For instance:

1. You can start by focusing on what type of partners do you want to onboard (SMB, Enterprise) and if they align with your company goals and what is target segment in terms of customers.

2. Develop a draft process plan that covers end to end cycle from onboarding, signing contract, training, go to market and sharing business.

3. For Technology partners it would be more around what APIs would you like to expose in order to work on a solution. You can test and explore.

Initially it would be all about experimenting, collaborating with partners to see what works and what does not and then keep improvising blush

All the best :+1:
Clodagh Higgins
Myself & @Alex Glenn can help you - happy to hop on a call & chat more
Alex Glenn
Yes - we have an entire folder filled with strategies for anyone in our programs :)
Jeff Mattan
Alexi: is your goal publicity or something else? I want to make sure I understand your meaning behind “driving maximum attention “.
Aleksi Mattlar (Vena)
Thanks guys!

@Jeff Mattan - the goal would be to get the attention of VARs whom would make good reseller partners and for them to engage with us
Jeff Mattan
Thanks @Aleksi Mattlar (Vena) . Safe to assume you have those partners identified and have a communications plan in place to start spreading the word? If not we had an ask me anything with SaasMax a few months back and they help partner pros identify ideal partners. You might use them to help develop your target list and then contact those prospective partners directly to give them your overview and partner value prop. I realize your question and challenge may be different than this.
Sunir Shah
@Aleksi Mattlar (Vena) Can you give us more information about your ideal customer profile, and if you have figured it out you ideal partner profile? I can’t tell if you’re an enterprise product or not
Sunir Shah
Generally however, you start from the customer and work backwards. Who are your customers already working with to implement adjacent systems?
Sunir Shah
Also what are the accounting systems you’re in market with?
Dina Moskowitz
Hi Aleksi. Per @Sunir Shah's comment, I invite you to participate in one of our complementary workshops "Building Your Ideal Partner Persona". We start that up again in September on Thursday mornings. It's a really great one-hour hands on workshop in which we'll help you get your arms around all the attributes a good partner for your product should have. It's a great foundation to start with.
Aleksi Mattlar (Vena)
Thanks guys, I'll check out the webinars.

Our ideal customer persona is very well set out and our ideal partner fit is about 85% established. The main idea for driving attention would be reaching a fairly comprehensive list of prospective partners I've built, then use the news to get more of these prospective partners coming to us instead of visa versa

I'll check out some of these webinars though cause it sounds like there is a lot to learn and implement from them
Heather Delleney
I’m working on a similar effort @Aleksi Mattlar (Vena)! Completely revamping our partner experience and offerings, and planning to be very loud about it both in creating buzz leading up to it and when it launches. Happy to chat more about it
Alex Glenn
What @Heather Delleney and Heap are doing should be made into a case study as it’s night and day from when we first starting working together. We’re excited to see the final result and the partners will be too!
Sunir Shah
@here Hey folks, people ask me how to invite people to this Slack. In general, you can join from http://www.cloudsoftwareassociation.com/join

If you’re already in Slack, you can invite from the menu
Sarbjeet Johal
Good stuff
Noah Green
Afternoon from London! sunny

Are you new @here? I’m seeing a ton of new faces throughout our community which is fantastic. wave Feel free to ping me via @ or DM me to ask me anything as you navigate through our community!

I wanted to share with you on of our activities that occurs bi-weekly within our Slack. Do you know what #coffee-time is?  ️coffee 

Let me explain…

Outside of our channels we wanted to create a space to enable our community to get to know each other via a virtual coffee, one on one…

So we created #coffee-time coffee mega

We integrated Donut into channel (#coffee-time) ->  Donut auto pairs members of this channel bi-weekly on Mondays at 10 am PT / 1 pm ET via a direct message.  doughnut Next pairing is later today! -- Do you need to do anything?

NO! We do not create profiles. All you need to do is join the channel ahead of our pairing time to make the cut… Today is our next one. If you’ve got any questions please direct message me!

What happens if you can’t make the time slot?

Truth be told you can circle back whenever you get a moment! The meeting does not take place at 10 am PT. It’s marking the time the pairing takes place. handshake

See you there!
Jaron Ness
Thanks for using SurveyMonkey!
Cory Snyder
If your schedule is like mine, you are busy and since WFH became a more permanent thing even busier with meetings and so on. It’s hard to find time to do the Donut convo’s but I wanted to share my most recent ones. I normally do 2 every other week due to finding schedules that work. Last week I had the pleasure of connecting with @Ryan Lunka & @Nikole B. I have found myself really enjoying the conversations and learning from everyone I have connected with.

When people ask me what I do for a living I simply say “I am in the business of relationships. I help create them, find them and make them work”. If you are in the same business, find the time for the Donut connections. You may not have anything in common but that doesn’t mean 5 years down the line you won’t do business together or become friends!

Thanks again Ryan and Nikole for the time! I have 2 more convo’s schedule this week and look forward to them.
Jake Wallace
I 100 agree with this post. I've had amazing conversations with folks from all over. Those seasoned vets to those just starting out. Even those looking for their next challenge! I go into every conversation with the mindset that at any point, I could be of help and I hope they could return the favor down the line as well. Every conversation I've had so far I've enjoyed.
Ryan Lunka
For sure. Great meeting you @Cory Snyder. I agree with both of you guys. This random networking thing is one of my favorite parts about CSA.
Dave Weinberg
Yes! This group has been great for that. @Cory Snyder would love to chat - am a happy customer :)
Cory Snyder
@Dave Weinberg let’s do it. Shoot me over a calendar link or times this week we can connect!
Nikole B
Love this sentiment, @Cory Snyder! Thanks for being an awesome first donut for me in CSA smile
Melissa Kwan (eWebinar)
I’ve got some questions on calculating conversion rates and other numbers that are important for SaaS - if anyone is versed in that, would you mind sending me a DM? Thank you!
Jeff Mattan
Hi all. Anyone have experience in more traditional partner programs for software companies? I ask as I've worked with partner programs that have discounts by partner tier but the vendor also has tiered discounting by license count. I'm trying to find people who've seen this work well through reseller partners as in my experience it has always been hard to simplify this and make it easier for the partner. Anyone have experience here? Thanks!
Cory Snyder
Hey @Jeff Mattan so the vendor has a separate discount for a bulk purchase in addition the partner has their own tiered pricing discounts? I ran something similar with one of my previous companies. Happy to jump on a call and see if I can provide any insight or value.
Jeff Mattan
Thanks Cory. Yes. I've had that at a few companies and it wasn't exactly channel friendly. I'll direct message you later to set up some time to chat. Thanks for your help.
Cory Snyder
I agree 100% and sounds good
Jens Van Dyck
We're running a similar program for our resellers. Would love to be part of this conversation.
Briana Strauss
@Cory Snyder ActiveCampaign has a very impressive Partner Program. I am curious when scaling the agency program, did you target specific agencies or have more of an inbound strategy? Did any tactics seem to have a bigger impact?
Cory Snyder
Great question @Briana Strauss. Half of our team were hunters so they were calling and emailing to recruit partners. I think that helped with momentum. Over the last 2 years ActiveCampaign position in the market has really helped drive the inbound interest. Over the 12 months I removed the hunter role and shifted those roles into partner manager. We have seen a larger lift as far as revenue impact from those individuals.

While the hunting was beneficial to get our name out there even more, we have over 6k+ partners now and need a focus on partner manager, partner program, partner enablement than hunting new partners. In addition, as mentioned, our inbound interest is great. Once that starts dipping I may bring back the hunter role and start doing some advertising for partners.

Not sure if that helps or not. I launched our “Agency” program in April which included some changes to how we look at partners. Previous program was built off of how the partner transacted not the profile we were going after. So I am shifting the team and org to match the needs of the profile we want and need to grow our revenue and support our customers.
Briana Strauss
Thank you @Cory Snyder this was super helpful as we look at the different options with growing our own program and I really appreciate the insight!
Cory Snyder
No problem. Always happy to jump on a call as well
Sunir Shah
@channel Are you targeting marketing agencies to build your channel program?

We’re putting together Agency Connect, a virtual cocktail party.

Agency Connect The Cloud Software Association runs the Agency Connect cocktail party at INBOUND every year (600+ RSVPs last year). Given COVID, INBOUND is now virtual and we can’t do that again, so…

Let’s still have a cocktail party... a virtual cocktail party!

Why? Virtual summits feel inhuman--who wants to watch a bunch of videos all day long? Let’s cut through and bring back a networking-only, human connection driven event to target marketing agencies. 

Date. Monday, September 21, 7-9pm ET

Target. 200 attendees from marketing agencies.

Gimmick. To break the ice, we will ship a bottle of wine / cocktail mix / cookies / or equivalent to attendees where we feasibly can and where legally permitted to do so. Otherwise, we’ll find something else that works.

Cost. $2k/each sponsor.

Format. • 2 hours, Zoom breakout wheel. • Each breakout room is hosted by one of the sponsors. • The breakouts cover one ice breaker question of some agency professional challenge (sourced through a survey from event attendees). This gives sponsors a lot of very direct personal conversations with the attendees about agency-driven issues.

Attendee list. We’ll give you the attendee list + contact information ahead of time. You’re responsible for complying with laws for contacting them.

We have a fair number of interested sponsors already, but there’s room for a couple more. Please DM me.
Jenny Risch (Electric.ai)
Hi Sunir - do you have a version of this overview I can share with our Agency team to see if they'd be interested?
Sunir Shah
you can share this for now? I have a contract I can also send
Melissa Kwan (eWebinar)
I’m interested to learn more
Alex Glenn
Well this is going to be perfect :)
Jenny Risch (Electric.ai)
thanks Sunir - Ill copy/paste
Sunir Shah
@channel Hey folks, thank you @Greg Plum for recruiting a master agent to answer any of our questions this Thursday. If you’re in the telecom space, this is an amazing opportunity.

If you aren’t in the telecom space and don’t understand master agents, your eyes will be opened to what a subscription channel really is.

THURSDAY 10am pt. Ask a telecom master agent anything about how to really sell subscriptions through a channel

There’s one industry that really knows how to sell complicated, variable cost subscription digital products through the channel: the telecom industry. And they sell A LOT subscriptions.

The telecom channel is adapting to sell more and more cloud software. But are you adapting to sell through the telecom channel?

We’re hosting a live Ask Me Anything with 2 incredible telecom channel titans, Michael Sterl, President of Mobile Solutions and Patrick Oborn, Co-founder of Telarus, a master agent.

Register here point_down https://us02web.zoom.us/webinar/register/WN_IiZforCsSYK5xIMpAwUxKA
Maddy Martin
WOW @Greg Plum way to bring in the big guns. That is a seriously impressive lineup!
Greg Plum
Hey Maddy! Fancy seeing you here!! Yeah... I'm kindofa big deal. wink. These are great guys and should be very good session!
Greg Plum
@Maddy Martin Are you listening in on the AMA session? its pretty good.
Maddy Martin
I had a webinar to teach and couldn’t make it but will try to get the replay!
Greg Plum
Cool... it was a pretty good session! You been good?
Noah Green
Good afternoon from a cold London! male-guard

I’ve been asked countless times over the past few weeks since we launched our SaaS Connect 1:1 series: thought_balloon _“Hey Noah, How can I get a hold of the last session?”*_

With that in mind — *Here is the recordings of our last 4 sessions:


movie_camera Ask Cody Jones, Zapier anythingCody Jones is the Global Head of Partnerships at Zapier, the leading platform for integrating and automating your SaaS apps. chart_with_upwards_trend • Cody hosted this AMA via Zoom where he answered questions about building a thriving partner ecosystem.

movie_camera SaaS Connect 1:1 - Why invest in partnerships? To build ecosystems or revenue? • How do you convince the CEO to invest in partnerships? Is it all about revenue? Does an ecosystem matter strategically? • Brian Jambor, Head of Partnerships, Sendoso has over 10 years of experience building partnership programs. • Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. movie_camera SaaS Connect 1:1 - The shift to revenue in tech partnerships • How do you drive revenue from tech partners? • Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership. movie_camera Espionage, GDPR and partnerships - Webinar • What does the tumultuous world of data privacy law mean for partnership managers? • As partnership leaders, we sit at the boundary between our software companies and dozens, hundreds and even thousands of others who collect process, and export data. • Featuring: Sunir Shah - AppBind. William Littman - CrownPeak. Abbie Clement - Iubenda. Micky Khanna - Gdprplan. • Resources: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1597939734005100 Thanks and let me know if you need anything!
Noah Green
@channel Our next Ask-Me-Anything is happening tomorrow!

mega Masters of the channel: Telecom master agents know how to sell subscriptions.

alarm_clock Thursday, August 27th at 10 am PT.

Want to get involved?

• React to this message with a white_check_mark to let us know you are attending! • Register to gain access: https://us02web.zoom.us/webinar/register/WN_IiZforCsSYK5xIMpAwUxKA --- There’s one industry that really knows how to sell complicated, variable cost subscription digital products through the channel: the telecom industry. And they sell A LOT of subscriptions.

The telecom channel is adapting to sell more and more cloud software.

But are you adapting to sell through the telecom channel?

We’re hosting a live Ask Me Anything with 2 incredible telecom channel titans, Michael Sterl, President of Mobile Solutions and Patrick Oborn, Co-founder of Telarus, a master agent.

p.s. What is a master agent? If you don’t know, you should probably attend. :)
Noah Green
@channel T-Minus 1 Hour until our next Ask-Me-Anything! rotating_light 

Masters of the channel: Telecom master agents know how to sell subscriptions.

You still have time to register to access the session live: https://us02web.zoom.us/webinar/register/WN_IiZforCsSYK5xIMpAwUxKA

--- There’s one industry that really knows how to sell complicated, variable cost subscription digital products through the channel: the telecom industry. And they sell A LOT of subscriptions.

The telecom channel is adapting to sell more and more cloud software.

But are you adapting to sell through the telecom channel?

Join us alongside 2 incredible telecom channel titans, Michael Sterl, President of Mobile Solutions and Patrick Oborn, Co-founder of Telarus, a master agent.

Find out: What is a master agent? If you don’t know, you should attend!
Noah Green
@channel 10 minutes until our next session!

You can still register to access live via here: https://us02web.zoom.us/webinar/register/WN_IiZforCsSYK5xIMpAwUxKA
Greg Plum
Does this link drop you in or just register?
Noah Green
I’ll be sharing the link on the hour the above is the link to register ahead of time!
Noah Green
@channel It is time for our next Ask-Me-Anything happening live!

point_rightYou can join live right now via this link if you haven’t registered: https://us02web.zoom.us/w/84436426755?tk=LrRzedOpbxxB1RPrrs43OwqS-KAJCFGCfKa4nTV8Bvg.DQIAAAATqM2gAxZmODNxZ1c5X1NqNjY4bjk3UDI2UUhnAAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_IiZforCsSYK5xIMpAwUxKA

mega Masters of the channel: Telecom master agents know how to sell subscriptions.

-- There’s one industry that really knows how to sell complicated, variable cost subscription digital products through the channel: the telecom industry. And they sell A LOT of subscriptions.

The telecom channel is adapting to sell more and more cloud software.

But are you adapting to sell through the telecom channel?

Join us alongside 2 incredible telecom channel titans, Michael Sterl, President of Mobile Solutions and Patrick Oborn, Co-founder of Telarus, a master agent.

See you in a minute!
Sunir Shah
We’re up and going talking about how the real subscription channel works. simple_smile
Ali Spiric
Hey CSA community! I have a quick question, what websites do you go to for channel news, blogs, content, etc.? I've been looking for some channel resources and wanted to know if there were any hidden gems out there.
Ebony Vaz - Above Promotions
I listen to a few of these podcasts.

https://blog.feedspot.com/saas_podcasts/
Agnese Kalnina
Hey, guys, wanted to ask has someone got an experience in building App Store like set up for your company? I would love to have a chat with anyone who has some feedback on this wink
Cristina Flaschen
Messaging you simple_smile
Paddy McGill (PartnerPixel and Other SaaS Companies)
@Maritza van den Heuvel could you help?
Paddy McGill (PartnerPixel and Other SaaS Companies)
or @Neha Varshneya
Drew Quinlan
Are you looking for overall strategy? Program? Technical needs? Or all of the above?
Kasey Bayne (Pocketed)
I'm happy to share some experience here!
Agnese Kalnina
@Drew Rosenfeld i'm very early in this, so more on the strategy part and program at this point
Robyn Rapp
@Agnese Kalnina Happy to help. I worked on the early and later stages of Slack’s app marketplace although it was never monetized so not sure if my experience and guidance would be helpful. Just let me know thumbsup
Maritza van den Heuvel
Hey @Agnese Kalnina - I was out of communication for a while, but back in the thick of things again. If you're still looking for some input, feel free to DM me.
Kelly Sarabyn (HubSpot)
Hi @Agnese Kalnina I posted this in reads, but wanted to flag for you the ebook we just put together which breaks down how the top 50 tech partnership programs are structuring their programs. It also includes links to all their program guides and legal agreements inspiration if you're looking for templates: https://www.pandium.com/resources/an-analysis-of-fifty-top-technology-partnership-programs/
Sankararaman
Not sure how many of you already came across this article that came out a few days ago, so I'll just share it out here again!

Gave it a read and found some interesting perspectives, from a firm that's been seeing a significant spike after leveraging the current unfortunate pandemic situation.

https://sapphireventures-com.cdn.ampproject.org/c/s/sapphireventures.com/blog/zooms-head-of-global-business-development-and-channel-on-how-to-integrate-alliance-strategy-with-revenue-strategy/?amp
Noah Green
wave Hope you’re all having a good start to the week. Re-sharing in case you missed this!

I’ve been asked countless times over the past few weeks since we launched our SaaS Connect 1:1 series: thought_balloon _“Hey Noah, How can I get a hold of the last session?”*_

With that in mind — *Here is the recordings of our last 4 sessions:


movie_camera Ask Cody Jones, Zapier anythingCody Jones is the Global Head of Partnerships at Zapier, the leading platform for integrating and automating your SaaS apps. chart_with_upwards_trend • Cody hosted this AMA via Zoom where he answered questions about building a thriving partner ecosystem.

movie_camera SaaS Connect 1:1 - Why invest in partnerships? To build ecosystems or revenue? • How do you convince the CEO to invest in partnerships? Is it all about revenue? Does an ecosystem matter strategically? • Brian Jambor, Head of Partnerships, Sendoso has over 10 years of experience building partnership programs. • Adrienne Coburn, Strategic Partnerships, Shopify built the service partner program at Uberflip and recently joined Shopify to scaling their strategic partner program. movie_camera SaaS Connect 1:1 - The shift to revenue in tech partnerships • How do you drive revenue from tech partners? • Forced by COVID to innovate, Rajiv Ramanan at FreshWorks unlocked a powerful new channel this year. Jake Wallace from SignEasy, has been working hand in hand with Rajiv to find revenue in their integrated partnership. movie_camera Espionage, GDPR and partnerships - Webinar • What does the tumultuous world of data privacy law mean for partnership managers? • As partnership leaders, we sit at the boundary between our software companies and dozens, hundreds and even thousands of others who collect process, and export data. • Featuring: Sunir Shah - AppBind. William Littman - CrownPeak. Abbie Clement - Iubenda. Micky Khanna - Gdprplan. • Resources: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1597939734005100 Thanks and let me know if you need anything!
Jens Van Dyck
Hey Folkswave , I am looking for a standard "referral" partnership agreement to use a starting point. Does anyone have something they can share? Feel free to DM me. Thanks!
David Thomson
Hey @Jens Van Dyck - Just DM you ours
Jens Van Dyck
Thanks David! raised_hands
Ausrine Latvyte (DrDoctor)
Hi @David Thomson, could you please share it with me as well? Thank you relaxed
David Thomson
Hey @Ausrine Latvyte (DrDoctor) - Sure thing, just sent
Hugues Vincent (Lumapps)
Hi there, in a similar vein, I am looking for the best way to track outbound referral (for which we get paid): • There are a few SaaS tools we are planning to test promoting to some of our customers (with a referral agreement established with them) • In the past, I have always relied on the process used by the vendor but in the present case, they don't necessarily have a referral program in place Any recommendation on how you would proceed to manage and perform that tracking?
David Thomson
Question for the group as I’ve had two people ask me this in the past few weeks and thought I’d turn to the experts:

At what point after implementing a new partner do you know/feel it’s not going work out and what are those key indicators?
Noah Green
Great Question!
Cory Snyder
Great question @David Thomson. We have started to collect info at time of sign up like years in business, verticals they serve and other questions. These questions at times change every year depending on what the front line channel managers are seeing. Currently we can get an idea of who might not be the best partner for us before implementation crossed with what we know about our most successful partner profiles. From implementation we are tracking who finished, how long they took to finish and how soon did they schedule their first call with their channel manager. We also look at time to first sale, 2nd sale and 3rd sale.

So to answer your question, we seem to figure some of it out during sign up, implementation and then 1st call with the channel manager. BUT we ultimately figure it out during the first 3 calls. If they are doing their “homework” that the channel manager and them came up with and are making the calls, normally we can help them grow and they will be solid partners for us.
David Thomson
Makes sense, appreciate the insight
Jeff Mattan
I think it also depends on what you are asking them to do as part of the onboarding and how they are doing with those tasks. If you ask them to get trained and they don't, that could be a sign they are a bad partner or they are busy and your process is too hard. If you ask them to build pipeline or send you three referrals but they haven't even though you feel you've adequately equipped them to do so (training, sales engagement, marketing enablement, etc.), they are probably not a good partner. Finally, spend a bit of time looking at the partners who did onboard and become "good partners" and see if you can identify 2-3 common themes. Then you can start to look for those in new partners and see if there's a correlation. If so, build and measure to that and cut bait with partners who don't do those things.
David Thomson
Great - thanks @Jeff Mattan
Sunir Shah
@David Thomson Software partners Did the integration ship or stalled? did they deliver their marketing and sales commitments or not? do customers like it or not like it? are they responsive to customers? did they screw up irrevocably?

Even if customer targets are not met, but if happy customers are using it, I am reticent to end the partnership because it can always improve.

Service partners In this case, service partners require a lot of personal time to activate, so I want to see things happening.

If they are bringing customers to you, are they activating customers or not? If not, are they taking action to do so? If they are or are not, is it because it’s not really aligned with their service offering? Are customer happy with them or not?

If nothing is happening, I stay friendly, but put them on the back burner or marketing automation.

Distribution partners If an app store or disti or a software company offering a bundled resale opportunity demands a heavy investment from you, and so expectations are very high they deliver. If they don’t, you could be in trouble with your own bosses for wasting resources and time.

Every week or two weeks I would expect forward progress, either from your or their actions, until there is sustainable demand. This can be risky if you are spread thin (common), in which case I would descope your investment and crawl, walk, run.
David Thomson
sure
Prateek Bawa
Hello People,

I have just posted a new article on Partnerships on my LinkedIn. You may want to have a look. Looking forward for any feedback blush

Link: Sustaining & Leveraging Partnerships to achieve Top-Line ! https://www.linkedin.com/pulse/sustaining-leveraging-partnerships-achieve-top-line-prateek-bawa-mba
Sankararaman
Fellow Partnership leaders, I came across this read today and was left shocked. I was having trouble understanding the feasibility of events such as the following happening in the industry. Is there something similar that you have come across/heard of in the market as well?

Link : https://www.crn.com/news/cloud/vmware-partners-aws-scoops-up-vmware-cloud-on-aws-deals-and-pushes-you-out-
Kelly Sarabyn (HubSpot)
Interesting article, sounds like they really need to clean up the conflict
Sankararaman
Sounds like it. When there's an overlap of a 6-8 figure contract - I guess it sure needs a cleanup!
Melissa Kwan (eWebinar)
Hey guys! We’re looking to hire a Software Architect / Senior Development Lead at eWebinar immediately. HERE is the job description and requirements.

eWebinar is an up and coming startup solving huge problems in interesting ways with the latest tech. We have a 90% conversion rate from trials to paid. Join a group of experienced entrepreneurs who love to party and have fun congaparrot

USD$92k/CAD$120k+ /year, paid as a contractor. 100% freedom for where you work and when you work, as long as the customer comes first. (We are HQ in Vancouver, Canada)

Are you this person? Or know someone who is looking to make a change? Please DM me.
Orly Halpern (Chartbeat)
Hi folks, a bit of a random question for this group: We’re trying to formalize a BD team and I’m taking the lead on building an official framework to identify high-potential partners. Does anyone have a good process / rubric to evaluate and prioritize BD/partnership opportunities (Sales/Marketing/Product)?
Sunir Shah
Oh lordy, yes
Sunir Shah
That’s my process. But I’m sure @Ed Sullivan and @Lisa Thoman Lawson could chime in.
Sunir Shah
Here’s the report template with the prioritization framework. https://docs.google.com/document/d/1AOBZdnlEbbqRwS7OzQL30fxKBIkCuQTF45hIcQbg2ec/edit
Ausrine Latvyte (DrDoctor)
Hello everyone. I’m currently onboarding a new subcontractor/partner and am looking for ideas how to set up end user invoicing/billing/reporting. I would really appreciate best practice tips for operational onboarding, if you have any. Many thanks!
Kiran Elengickal
Hi Ausrine, Multiple ways you can handle this, 1. If you are having a middleman between the vendor and your customer, you definitely want to make sure hours are logged and you charge your end customer for the hours spent. I have seen partners adding 100% and billing the end customer. 2. Directly have the vendor work with your end customer
Kiran Elengickal
Happy to answer additional questions you may have. feel free to DM.
Ausrine Latvyte (DrDoctor)
Thanks Kiran, I’ll drop you a DM
Scott Edmonds
wanted to talk to someone about how they've structured a SaaS OEM partnership. Have read some pieces, but keen to talk to folks that have done it
Brandon Lytle
Hey Scott - can you share those pieces you've read. ?
Brandon Lytle
Awesome. Thanks so much Scott.
Jake Wallace
Hi folks, I hope everyone is doing well. I wanted to ask the group, does anyone have a contact at Lever? (lever.co) When searching the community for someone, I noticed a lot of companies are using them for their job listings! stuck_out_tongue_winking_eye Anywho, thanks in advance!
Cory Snyder
Let me ask my team. That is who we use.
Cory Snyder
@Cody Jones (Zapier) they integrate with Zapier? Got a contact over there?
Cody Jones (Zapier)
Oddly, that’s like the one ATS that we don’t have on Zapier _yet_. No real contacts on our side that we could share.
Jake Wallace
Whoa! Well, once I find one. I will stress that they need to talk with you!

Have a great weekend everyone. tada
Sunir Shah
You could just email Sarah?
Sunir Shah
Shawn Li is their partner person
Jake Wallace
Who is Sarah?
Brandon Lytle
Anyone here managing a team of 5+ partnership professionals that focus on both channel and technology/integration partnerships? I'd love to grab 15-20 minutes of your time to discuss partner revenue impact, KPI, etc.
Cory Snyder
I currently have 6, growing to 18 soon, that are focused on Agency/reseller partners. We separated out the types of partners. I have managed technology partnership managers in the past. Happy to help if I can.
Eric Chan
Happy to help - I am a bit like Cory, managing a broad set of programs. Not to mention partnering with great companies like ActiveCampaign!
Cody Jones (Zapier)
@Brandon Lytle we’ve got both (now). Let me know if I can help!
Brandon Lytle
I'll be taking you up on that @Cody Jones (Zapier)
Jake Wallace
Another question, for those looking to evaluate who to consider integrating with within a vertical like, CRM. How do you find out market share? Of course I can Google just that but, i'm trying to zero in on SMB/Mid Market CRMs only. Is there a trusted site I can reference?
Jeffrey Salvitti (Guru)
Have you looked at sites like G2 Jake that breakdown product category by segment. Its still pretty broad, but directionally helpful
Jake Wallace
I’ll take a look, thanks @Jeffrey Salvitti (Guru)!
Sunir Shah
To do a a marketshare report, I’d combine 1. Employee count 2. Nathan Latka’s ARR database + Crunchbase or other financial reports 3. Blissfully report 4. BuiltWith (or Datanyze) 5. Zapier recommended zapps 6. G2crowd, capterra, etc. review count and review distribution 7. Mobile downloads via Apptopia 8. Twitter followers, Facebook page fans Employee count The dirty secret is that headcount is a very good approximation for revenue modulo _recent_ venture capital investment when burn will be higher. For companies in the same segment, it’s a reliable indicator of relative size.

Nathan Latka, Crunchbase Financial reports from getlatka.com and Crunchbase, Pitchbook, etc. are useful

Blissfully Blissfully publishes install rates from a sample of 1000 companies. https://www.blissfully.com/saas-trends/2020-annual-report/

BuiltWith, Datanyze BuiltWith and Datanyze crawl websites looking for code or indications of installs. BuiltWith is better, in my opinion. Here’s the Datanyze data set and the BuiltWith (:Pipedrive) data set https://www.datanyze.com/market-share/customer-relationship-management--33/nutshell-market-share

https://trends.builtwith.com/websitelist/pipedrive

Zapier The Zapier recommended Zapps is also a reliable method to see how relatively popular apps are by actual usage. This has holes in the data when a native integration exists, but it’s still excellent.

G2crowd, Capterra, Trustpilot, Salesforce AppExchange, Magento, Shopify App Store, etc. The number of reviews and average ratings on directors and app stores are always a good indicator. Some companies are better at generating reviews than others, so this is more of a filter to remove small fry.

Apptopia If they have a mobile app, look at mobile downloads on Apptopia.

Google trends, SEO rankings, social media followers Search data and *f*ollower counts on Twitter, Facebook, Instagram, YouTube is also a useful indication of audience share.
Jake Wallace
Whoa, I see a blog post outta this post. Love it, thanks!
Sunir Shah
good idea
Andrus Purde
Hi Jake

Had the exact same question a while back. Decided to build landing pages and buy google ads for [our keyword + name of CRM] and that proved to be really useful. Not only do you learn relative demand for your product for each CRM but also get an indication of cost-per-lead and even some conversations with qualitative feedback
Andrus Purde
Also happy to do a quick call and compare notes on working with different CRMs
Volodymyr Turchak
Hi guys! If you have a minute I’d appreciate your contribution in my future SaaS Report. The survey aims to shed insight on the current market state. It is my hope that this market report will help the SaaS community understand industry-specific benchmarks and customer needs to help you improve products and overcome business hurdles.

To be part of this survey and get the resulting market report, go to this link: https://bit.ly/323b3hW

Thanks! simple_smile
Noah Green
LINKEDIN CONNECTION THREAD star-struck

I thought it was time to share another connection thread since there are so many new joiners! What better a way to start our week off than some virtual networking!

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down Leave your LINKEDIN URL in this thread!
Aleksi Mattlar (Vena)
Hey guys,

I have a few questions for anyone who works (or has worked) for ERP consultancies / resellers. I'm working on a project that would benefit from a little insight.

Anyone on here have experience or be able to point me in the right direction? Any help is appreciated :)
Kiran Elengickal
Aleksi, Have worked with Oracle & SAP, feel free to DM.
Prateek Bawa
Hello Everyone,

I Have a question !!

"From hiring manager perspective what are those qualities/skills or traits that you are looking for in a candidate who is going to work in your team"? - This is for a Partnerships manager/member role (Channel + Technology Partnerships).

Thanks !!
Brandon Lytle
Hey @Prateek Bawa this may sound cliche and pretty broad but the ability to build something great from nothing. Whether thats a great integration/platform partnership or a channel that has resulted is X% of net new revenue for the company. Also if partnerships is a bit newer to the organization, I'd also be looking for someone whose shown success building internal momentum, alignment and working across departments and teams.
Prateek Bawa
@Brandon Lytle This makes absolute sense. I can relate to this as I was looking for similar qualities when I was hiring for someone at my previous company. But yes if someone can talk about a partnership that resulted in good tangible numbers with ability to not only scale but build processes internally working cross functional would be awesome !!
Dianne Campbell
This came from a recent JD, hope it is helpful: highly experienced in technology partner management and/or partner sales, a track record of delivering results, building lasting relationships and communicating effectively at an executive level, skill in collaborating with internal teams, sharing knowledge and insight, know your way around various systems, Salesforce.com etc..
Prateek Bawa
That's good :+1:
Dina Moskowitz
Hi Everyone... next week on the 17th we are hosting a very insightful webinar with a Managed/Cloud Services CEO/Author, with a focus on what B2B Channel Teams (Vendors) should know/do to better engage/support/activate your reseller partners. Free to attend. Register Here..
Olivier Seres
Hi there, I’m looking for some benchmarks concerning international ARR split in SAAS. In 2020 Salesforce is ~ America 70% Europe 20% Asia 10% (source Statista) Zoom’s international revenue accounted for a third of Q2 revenue. I wonder if 70%/20%/10% is currently the right split benchmark for mature SAAS companies. What are your thought on this ? Thanks
Scott Edmonds
Generally i think that is right unless it's an EMEA/APAC HQd company, can skew things. Plus, not sure anything is really meaningful under $3-5m ARR.
Olivier Seres
Thanks @Scott Edmonds!
Rajiv Ramanan
does anyone have information or reports on increasing CAC in SAAS.. especially ones targeting SMB and MM segments?
Noah Green
Hey everyone, wave Hope you’re all having a great start to the week!

I’m seeing a ton of new faces throughout our community which is fantastic. wave Feel free to ping me via @ or DM me to ask me anything as you navigate through our community!

I wanted to share with you on of our activities that occurs bi-weekly within our Slack. Do you know what #coffee-time is?  ️coffee 

Let me explain…

Outside of our channels we wanted to create a space to enable our community to get to know each other via a virtual coffee, one on one…

So we created #coffee-time coffee mega

We integrated Donut into channel (#coffee-time) ->  Donut auto pairs members of this channel bi-weekly on Mondays at 10 am PT / 1 pm ET via a direct message.  doughnut Next pairing is next week! -- Do you need to do anything?

NO! We do not create profiles. All you need to do is join the channel ahead of our pairing time to make the cut… Today is our next one. If you’ve got any questions please direct message me!

What happens if you can’t make the time slot?

Truth be told you can circle back whenever you get a moment! The meeting does not take place at 10 am PT. It’s marking the time the pairing takes place. handshake

See you there!
Jens Van Dyck
Hi everyone, I hope everyone is well. Does anyone have a contact at Homebase? If so, please DM me. Thanks!
Sandhya Gorman
Join us tomorrow to learn about Cloud Rev Generation and GTM https://lnkd.in/gDjCMMN
Eva Fayemi
Hi, does anyone have an example of partner agreement for whitelabeling?
Eugene Krimkevich
@Eva Fayemi not personally but might be able to point you in the right direction. Any more context on the white-labeling aspect you can add? Are we talking full-on white-label IP or something more akin to removing "powered by __" on a small feature? Or something else entirely?
Eva Fayemi
hi @Eugene Krimkevich thanks for your help ! It’s a full on software solution offered to be whitelabeled for resellers. I don’t know if a clause in the reseller agreement in enough or if we should create another addendum attached to the reseller one exclusively about the whitelabeling. Never done that before simple_smile
Eugene Krimkevich
@Eva Fayemi I can speculate and how I might approach but really don't want to send you down the wrong track... but I have to think somebody in CSA has background here. You mind if I repost in channel and tag you along with a few folks that would have answers? Sorry the question didn't get traction on the first take, sometimes tough to keep up with message traffic simple_smile
Eva Fayemi
that would be awesome! thanks a lot @Eugene Krimkevich
James Sandoval (MeasureMatch)
Hi folks. My team and I are surveying leadership in consultancies, agencies, SIs and solo consultants to better understand their aims and desires regarding SaaS and enterprise software vendor partnerships.

I’d be grateful if you’d do one or more of the following: -         Take the survey here (if you’re in the target audience, of course) -         Share this survey link https://wearemeasurematch.com/phsurvey with relevant folks in your network -         Share forward this LinkedIn post: https://www.linkedin.com/feed/update/urnliactivity:6711639604593729536

Why?

We are in the [_early_] process of building a unique, high-value, trusted environment called MeasureMatch for the buying, selling & scaling of enterprise systems & data professional services.

Partner Hubs is the "scaling" part.

It is designed for SaaS & enterprise technology vendors to easily broaden and deepen channel partner relationships for critically important services and product sales. Ultimately, Partner Hubs is about trust. When business leaders step into MeasureMatch for high-value professional services, Partner Hubs helps to make certain each client is presented with high-trust, high-integrity, no-second-guessing professional services providers to advance the use of SaaS and enterprise software systems, and the heaps of data these systems collect.

More about Partner Hubs here: https://web.measurematch.com/solutions/tech-vendors.

Here’s the survey again: https://wearemeasurematch.com/phsurvey

Oh, and you can bag a chance to win one of three £25 Amazon vouchers, plus a very grateful and personal thank you from me! wink

Answers to this survey will help us identify where we can do better to serve the needs of service providers and the SaaS/enterprise software vendors participating in the MeasureMatch marketplace.

No worries if this isn't for you.

Thank you! James
Natalie Luneva
@Sunir Shah you suggested I post here. I'm currently building partnership program for a couple of early stage SaaS companies. I know you delivered a great session at SaaStock Remote. Any resources you'd recommend I check out?
Noah Green
Hey @Natalie Luneva wave Welcome! I’d recommend you check out some of our previous recorded sessions from our SaaS Connect 1:1 series.

Here’s a link to a previous message where I shared some of the recordings: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1598955054008500
Kelly Sarabyn (HubSpot)
@Natalie Luneva if your companies are building technology partnership programs, we created a guide that covers everything you need to know. You can get it here: https://www.pandium.com/resources/ebook-definitive-guide-to-building-an-in-app-marketplace/
Olivier Seres
Hi, I’d like to know more about the conditions for a US HQd SAAS vendor to hire Indirect Channels for Europe . Ie : should it start direct selling with boot on the ground in the Old Continent and confront the realities first, or start indirect anytime. John Oh seems to recommend the first solution. https://medium.com/@yuleesdad/direct-sales-vs-indirect-sales-a901c822166a What do you think and do you have some experience & feedback on this? Thanks!
Greg Greenberger (Neptune)
I think it depends a bit on your product, but most companies tend to need to equip their partners with sales support in the early days to get the partner off the ground. if you don't have field sales in europe, you'll be unlikley to be able to provide the kind of support you need to make the partnership successful
Tyrone Lingley
Does anyone have a contact at Facebook in Technology Partnerships?
Jake Wallace
Big org. I have someone at WhatsApp that may be able to point you in the right direction. Slide into my DMs..
Tyrone Lingley
Yes please. I'll take it to DM.
Sunir Shah
@Marina Shilman summoned. can you help?
Marina Shilman
I'm in Strategic Alliances Partnerships team but happy to help @Tyrone Lingley
Cody Jones (Zapier)
@Tyrone Lingley we work with a slew of their teams, but what I have found to be successful for facebook is knowing which _product_ you want to work with first. The right person to connect with varies greatly depending on the family of tools you want to work with.
Kiran Elengickal
Snowflake has gone IPO today, (https://www.cnbc.com/2020/09/16/snowflake-snow-opening-trading-on-the-nyse.html)

Reason for my post - Snowflake a cloud-based data-warehousing company is build on AWS, it is a partner with AWS and available on the AWS marketplace. Interestingly one of Snowflake's competition is AWS itself, through their product - Amazon Redshift. I am keen to understand from the team here on the rationale behind such a partnership. How would you address conflict of interest ? Would the AWS sales rep be incentivized to sell more of Redshift or Snowflake ? Any other grey areas ?
Manoj Ranaweera
Good question indeed
Sunir Shah
AWS should be fundamentally motivated to sell both, because of the “all roads lead to Rome” principle. It’s much more important to have the world build itself on you regardless of how it gets there.
Gordon Bowman
Hi everyone!

Super excited to announce the we launched on Product Hunt today!

I'd love your support and feedback and please let me know if I can help you in any way!

https://www.producthunt.com/posts/lendflow
Noah Green
Congrats on your Product Hunt launch. Going to upvote you now
Gordon Bowman
Thanks @Noah Green much appreciated!
Alex Glenn
Well there he is raised_hands @Gordon Bowman great to see you shipping it muscle
Noah Green
Hey everyone! Hope you’re having a great week. wave We’ve got lots of new faces around here which is fantastic!

Couple of things that will really help you get the best out of our community from the get-go is changing your display name in Slack to your Full Name (Company) + Adding a Profile Picture white_check_mark

1. At the Slack settings drop down at the top left 2. Click on View Profile 3. Then click on Edit profile in the righthand profile view 4. Change your display name to Full Name (Company) 5. Save changes tada
Cristina Flaschen
Hi folks! I’m looking for a tech partnership contact at Zoho- does anyone have a connection?
Sankararaman
Hey @Cristina Flaschen I don't know anyone linearly, but I do know the names of the folks - if that'd be of any help! Lemme know.
shadi
I have the name and contact info of one of their co-founders. Would that help?
Sunir Shah
@Pravin Arokyaraj summoned
Cody Jones (Zapier)
@Cristina Flaschen - which product are you looking to work with? We work with a slew of them, and depending on the type of partnership you are looking to explore, typically the specific product team is helpful.
Cristina Flaschen
@Cody Jones (Zapier) looking for someone at Zoho Desk!
Cody Jones (Zapier)
@Cristina Flaschen great - we have a few contacts there. What type of a partnership are you looking to create? Product integration? Referral? Marketing?
Cristina Flaschen
@Cody Jones (Zapier) integration related, so someone in tech partnerships would be perfect
Cody Jones (Zapier)
@Cristina Flaschen I’ll DM you some contacts. muscle
Noah Green
Hope you had a great weekend!

Later today we’ve got out next pairing in #coffee-time coffee

We integrated  Donut into #coffee-time ->  Donut auto pairs members of this channel bi-weekly on Mondays at 10 am PT / 1 pm ET via a direct message. (Pairing taking place later today) doughnut 

Do you need to do anything? NO!

We do not create profiles. All you need to do is join the channel ahead of our pairing time to make the cut… Today is our next one. If you’ve got any questions please direct message me.

What happens if you can’t make the time slot?

Truth be told you can circle back whenever you get a moment! The meeting does not take place at 10 am PT. It’s marking the time the pairing takes place. handshake

See you in #coffee-time rocket
Noah Green
Hey @channel I’ve got an announcement! wave

This Thursday at 10 am PT / 1 pm ET we’re inviting David Petts ex CRO at Shutterstock into #general for an exciting Ask-Me-Anything! rocket

Want to get involved? • React to this message with a white_check_mark to confirm your attendance • Add the event into your calendar here: https://www.addevent.com/event/ng5218364 --- David Petts has 10 + years as a senior Go-To-Market (GTM) executive in mid-size and scaling technology companies, building leadership teams to support culture and performance transformations, leveraging better sales systems and talent amplification strategies.

Most recently David was Chief Revenue Officer at Shutterstock a Global technology company that powers a two-sided market, connecting Creative Agencies, Production Companies and Corporate Marketing departments, to digital content, tools, and services. He led the evolution of sales and customer care and associated process, workflow, systems and productivity to enable next-level scaling for the Enterprise Business.

Previous to Shutterstock David led the transformation of ShoreTel’s (acquired by Mitel) GTM from ‘On-Premise’ to ‘SaaS’, built out a whole new GTM for Nokia to address business customers, grew HP’s software business in the Americas to $400m + and led various teams at Compaq.

If you have any questions about building scalable, effective, efficient go-to-market teams that cover the customer journey from initial discovery through to a multi-year happy repeat customer or the balance of processes, systems, talent development and motivation, David would be happy to help. chart_with_upwards_trend

Hope to see you there!
Jeff Mattan
I will try to make this (have a conflict) as I am the person who built the partner program at ShoreTel for David. David is very good at thinking through the "how" of programs (the ops part) to increase partner revenue.
David Petts
Hey @Jeff Mattan, hope you can make it, would be good to re-connect. Looking forward to this session and no doubt some interesting questions and dialogue.
Jeff Mattan
I will try. You are presenting at the same time as Heather and I registered for that as well.
David Petts
No problem as mine is not a presentation but a 'live' Q&A via Slack. You can always check in on it later I believe.
Manoj Ranaweera
Would anyone in here willing to give some of their time free to help few very early stage tech startups? If so, please consider signing up as a volunteer on https://SkilledUp.life? Couple of the startups are getting ready to launch their SaaS products and your skills could make a world of difference. Thanks in advance.
Sunir Shah
Hey folks, inevitably I am an enormous line getting my kids tested for COVID. How has your back to school gone?

The kids are definitely not landed into anything like a routine. Schools were closed for 2 weeks in Toronto for lack of preparedness. One week of school. And now they are out again due to sniffles and coughs between my kids and my nephew.

So it will be. I am trying to accept this is reality for the time being.
Eugene Krimkevich
In the same boat if that makes you feel better. Sent our sons back to preschool/infant care as my wife returned to work. They went a full 3 weeks before getting sick, but get sick they did - they were home with me for a full week, back at school this week but it's like starting that transition all over again.
Sunir Shah
We left home at 8:30 and go back at 2:30pm today.
Sunir Shah
I have no good words for the experience so I’ll say nothing.
Eugene Krimkevich
sorry you had to spend the day like that, doing anything with sick kiddos is rough. hoping the fam is healthy and they get over the cough and sniffles in short order. if anything helps offset my frustration over this new normal, it's gratitude for a functioning immune system and good health.
Sunir Shah
There’s no point screaming at the clouds.
Cassandra Anderson
Testing took nearly 14-days for results. Kiddo is back in school part time (1st grade, 2-days per week) In going back, they took away the leader-led online meetings in favor a full blown self-led curriculum… (um… he’s 7, he needs at least an hour with a teacher) Luckily, we found a kids camp (daily health-checks for fever and QA around sick family members or recent travel, supports their online learning time, enforces social distancing, mask-wearing, and hand-washing, provides Karate for 90-minutes for discipline and physical activity, in order for us to continue working productively.) #weirdisthenewnormal
Sue Fernand (Vonage)
Sorry to hear this @Sunir Shah My oldest is back at college (URI) and so far has not been sent home yet but has all virtual classes. My other 2 are in High School and are doing hybrid. 2 days a week in person the rest of the time they zoom in. There is nothing normal about this "new" normal.
Sankararaman
Very much indeed! joy Looks like the weekend puns are here @Sunir Shah 100
Stacy L. Carlson
We had our son (13) on remote learning, but sent him to in-person this week. Our numbers here in Nebraska have been relatively low. Only 3 people in his school have tested positive, 33/week out of 42,000 students and who knows how many staff.
Noah Green
Quick reminder @here! rotating_light We’re inviting David Petts ex CRO at Shutterstock into #general tomorrow @ 1 pm ET / 10 am PT for an exciting Ask-Me-Anything!

Want to attend?

• Add the event into your calendar: https://www.addevent.com/event/ng5218364 • Have a think about what you would like to ask David!

David Petts has 10 + years as a senior Go-To-Market (GTM) executive in mid-size and scaling technology companies, building leadership teams to support culture and performance transformations, leveraging better sales systems and talent amplification strategies.

Most recently David was Chief Revenue Officer at Shutterstock a Global technology company that powers a two-sided market, connecting Creative Agencies, Production Companies and Corporate Marketing departments, to digital content, tools, and services. He led the evolution of sales and customer care and associated process, workflow, systems and productivity to enable next-level scaling for the Enterprise Business.

Previous to Shutterstock David led the transformation of ShoreTel’s (acquired by Mitel) GTM from ‘On-Premise’ to ‘SaaS’, built out a whole new GTM for Nokia to address business customers, grew HP’s software business in the Americas to $400m + and led various teams at Compaq.

If you have any questions about building scalable, effective, efficient go-to-market teams that cover the customer journey from initial discovery through to a multi-year happy repeat customer or the balance of processes, systems, talent development and motivation, David would be happy to help. chart_with_upwards_trend

Hope to see you there!
Heather Tenuto
@David Petts is the go-to resource for sales force scalability. Not to be missed.
Eugene Krimkevich
Hey folks - bumping up @Eva Fayemi's thread from last week around white-labeling software through resellers and how this is managed in the reseller agreement. I imagine this is not uncommon, anyone here with reseller background that can advise? @Sunir Shah have you seen this done in standard ways (e.g. is this typically a simple clause in the reseller agmt, or more extensive addendum that covers IP ownership, branding rights & restrictions, etc)?
Stephane Rioux (AppDirect)
I have not seen many cases, but usually that will be a different section or another addendum or the reseller agreement. The more traditional (older ?) approach has been similar to an OEM agreement with IP and restrictions. With Cloud software on subscription, there is a different model where you actually sold the service to the reseller and then they resell their white label, in this case the reseller is actually more like a customer.
Sunir Shah
Eugene, can you tell me more about what the use case is specifically? A lot of these terms come from licensed software but don’t translate to cloud software.

It’s not strictly legal to white label cloud software in most OECD countries except the United States, so it really depends what is your desire end customer experience and how to correctly.

http://www.cloudsoftwareassociation.com/2020/08/20/data-privacy-and-gdpr-for-saas-partnerships/#case_2_whitelabel_reseller

Cloud software is non-fungible. You should never, ever treat a “reseller” as a “customer” because the data doesn’t belong to them. They aren’t literally buying software and hardware from you physically, taking it into their control, before implementing them on the premises of the end customer and under the ultimate control of the end customer. They are only brokering and managing a contract between the customer and you for the use of the software on data centers under your control.

In a white label case, the reseller ends up representing themselves as a software company to the customer, and takes on the full burden of being a data processor or data controller. Most would be resellers are incapable of managing this risk.

Prior to cloud software, the industries who were doing similar sales were insurance through brokers and telephony through the master/agent model. The customer ends up with a direct contract with the underlying provider, signing an “End User License Agreement” presented by the broker. (This is the true meaning of EULA).

What is more typically the case, they want software whose brand and marketing communication is muted, so the customer comes to them for all service and support and billing so they can secure managed services contracts. You’re really agreeing not to communicate directly with the end customer or to promote your own brand. However, you’re still directly legally responsible to the end customer for their data.

There are certainly many companies doing this like GreenRope and Duda.
Eugene Krimkevich
Thanks for the detail @Sunir Shah, clearly some compliance and risk elements to unpack here depending on the model (most of which I didn't even think about). @Eva Fayemi - hope the above helps, you might get a more targeted answer if you're able to add add'l context on your product and use case.
Eva Fayemi
@Eugene Krimkevich and @Sunir Shah I’m exactly talking about the last scenario you described where the software is used by partner and this one is allowed to have his own branding +support + billing + managed contract with end user. The link is very useful thanks for your input,
Sunir Shah
let’s talk later. unless you want to talk to my 3 year old. please say yes
Lina Parness
I’m interviewing for a google cloud alliance role. Is there anyone in the group that has contacts that I would be able to leverage for this role?
Noah Green
@channel It’s almost time… alarm_clock

Our next Ask-Me-Anything resumes today in under an hour! — Here in #general with David Petts ex CRO at Shutterstock! studio_microphone

point_down

David Petts has 10 + years as a senior Go-To-Market (GTM) executive in mid-size and scaling technology companies, building leadership teams to support culture and performance transformations, leveraging better sales systems and talent amplification strategies.

Most recently David was Chief Revenue Officer at Shutterstock a Global technology company that powers a two-sided market, connecting Creative Agencies, Production Companies and Corporate Marketing departments, to digital content, tools, and services. He led the evolution of sales and customer care and associated process, workflow, systems and productivity to enable next-level scaling for the Enterprise Business.

Previous to Shutterstock David led the transformation of ShoreTel’s (acquired by Mitel) GTM from ‘On-Premise’ to ‘SaaS’, built out a whole new GTM for Nokia to address business customers, grew HP’s software business in the Americas to $400m + and led various teams at Compaq.

If you have any questions about building scalable, effective, efficient go-to-market teams that cover the customer journey from initial discovery through to a multi-year happy repeat customer or the balance of processes, systems, talent development and motivation, David would be happy to help. chart_with_upwards_trend

Have you thought about what you want to ask David? — See you soon simple_smile
Noah Green
@channel   T-Minus 10 Minutes until our next Ask-Me-Anything with David Petts, ex CRO at Shutterstock here in #general mega

Get your questions at the ready!
Noah Green
It is time @channel rotating_light

Let’s get into our next AMA. Today we’ve invited David Petts ex CRO at Shutterstock here into #general for the next hour to answer all your questions!

point_down David Petts has 10 + years as a senior Go-To-Market (GTM) executive in mid-size and scaling technology companies, building leadership teams to support culture and performance transformations, leveraging better sales systems and talent amplification strategies.

Most recently David was Chief Revenue Officer at Shutterstock a Global technology company that powers a two-sided market, connecting Creative Agencies, Production Companies and Corporate Marketing departments, to digital content, tools, and services. He led the evolution of sales and customer care and associated process, workflow, systems and productivity to enable next-level scaling for the Enterprise Business.

Previous to Shutterstock David led the transformation of ShoreTel’s (acquired by Mitel) GTM from ‘On-Premise’ to ‘SaaS’, built out a whole new GTM for Nokia to address business customers, grew HP’s software business in the Americas to $400m + and led various teams at Compaq.

If you have any questions about building scalable, effective, efficient go-to-market teams that cover the customer journey from initial discovery through to a multi-year happy repeat customer or the balance of processes, systems, talent development and motivation, David would be happy to help. 

hammer_and_wrench — Please be sure to use the ‘reply’ feature in Slack so we can keep your discussions threaded!

Over to you @David Petts, thanks for being here. It’s great to have you here for the hour!
David Petts
Great to be here and looking forward to diving in.
David Petts
Good question Ryan. It's clearly a balance but first priority is building credible and valuable supply to a minimum viable level otherwise there is not sufficient business value for the other side of the market.
Noah Green
@David Petts — Thanks for doing this again! Really appreciate @Sunir Shah for lining this amazing session up!
Manoj Ranaweera
I’m building a 2-sided market place and focusing on the supply side of https://SkilledUp.life to start with. Thanks @David Petts confirming my belief that supply side is what matters at the beginning
Ryan Lunka
@David Petts Thanks for doing this! My first question is as follows... Marketplace businesses are notoriously challenging, because of the chicken and egg problem between building the supply side and the demand side. How do you approach navigating those challenges, especially early on in the journey?
Noah Green
What was your first challenge / port of call when being brought in as CRO at Shutterstock?
David Petts
I believe it is critical to make your first task as a new CRO in a new company to learn. Spend time with the various parts of the sales team, the ops team, the enablement team and so on. Learn how things are done, seek input on what’s working well and where challenges to efficiency exist. Understand the TAM and segmentation. Understand the GTM/sales motions and which are applied to what segment and why.
David Petts
Then it’s all about improving the ‘Environment for Success’. Use data and analytics to supplement the feedback from the teams. Establish areas of opportunity to improve efficiency and effectiveness of all the teams as well as the end to end customer journey. Define and stack rank the impact of each improvement item as well as understanding the degree of difficulty and investment required and then create an execution plan to drive improvement.
Ryan Lunka
I like that term "environment for success". Definitely borrowing that one.
Noah Green
Fantastic, really appreciate this answer!
Manoj Ranaweera
What was the level of revenues and size of the company when you joined in @David Petts? Just to get some context as I’m just starting up.
Tehsin Daya (Groove)
What was your process in identifying areas of revenue growth, and what actions/steps did you put in motion to execute?
Tehsin Daya (Groove)
And thanks in advance for your insights!
David Petts
Tehsin somewhat similar to the answer I gave to Noah a moment ago. Finding the obstacles to greater success internally. In this particular case there were good opportunities to increase sales efficiency and with it increase output = revenue.
David Petts
Then it shifted to the end to end view, segmentation, demand generation, outbound prospecting and so on.
David Petts
Coming back to this again now. The other parts to this relates to the market. What customer segments represent how much of the market. What share of the segment do we have and how much are the different segments growing.
David Petts
How well positioned are we to serve the different segments and with that where to invest most heavily to drive revenue and where to leave until later
Tehsin Daya (Groove)
Appreciate the thoughts re: segmentation. Thank you @David Petts
Manoj Ranaweera
I wonder whether you have any advise for very beginning. I’ve tried to focus on few segments as it will draw the other side of the market - creating pull on second side.
Sunir Shah
@channel I really loved talking to David Petts so I invited him to join us today. Thank you for doing this @David Petts!

Do you have what it takes to be a Chief Revenue Officer? It’s possible for any of us here, but it’s so rare we get a chance to actually ask someone who has had the role.
Janine Perro
Hi David! Great to meet you and thank you for your time. As I scale out building a channel program, do you have any tips on "must-do's" or "must-haves" for building a foundation/baseline. For example, must display revenue targets, etc. A bit of a broad ask, but really just wanting to hear your initial thoughts! Thank you simple_smile
David Petts
Janine and Jeff on the question around Partners/channel program. For scale out I would consider the 'territory or geography', addressable opportunity and then consider density of partners. You want enough to get great market reach but not so many that there is too much competition.
David Petts
You need to have a solid 'on-boarding' program and be sure it is effective before ramping volume of Partners. I have seen folk make the mistake (Jeff's question) in defining success as volume of Partners 'recruited' when what really counts is the volume of Partners actually driving business.
David Petts
Channel program initially needs to ensure competence so motivate and reward for education and intial sales etc. Then it quickly needs to shift to revenue achievements.
Jeff Mattan
Thanks David. Many vendors are shifting away from revenue achievement as a partner program requirement and shifting to things like competence and successful customer implementations/ case studies/ references instead. Thoughts on this?
Jeff Mattan
One more on this: are partner tiers valued by partners anymore? Should we care about those for any class of partners?
David Petts
I think this is situational to the different vendors. That said the criteria for 'tiers' should, in my view, have both quality/competence and quantity/business levels. I do think Tiers still make sense, but what defines which Tier may have evolved and definitely isn't as one dimensional as it once was.
James Denker
@Janine Perro this the most comprehensive channel material I've seen in a while https://blog.crossbeam.com/the-beginners-guide-to-saas-tech-partnerships
Sunir Shah
Hi David! What did you have to change to break through the ceiling? A lot of us are individual contributors but don’t know what the path is to the executive or C-suites.
David Petts
Well it was a significant journey from individual contributor to C-Suite grinning
David Petts
The first step has to be a very mindful one. Not all top performing sales people make good managers/leaders.
David Petts
You have to understand the difference between owning your own destiny as such Vs supporting, coaching, enabling others to succeed in order for you to as a manager.
Sunir Shah
What did you do to get recognized by the brass that you had those skills?
David Petts
Demonstrated them before they were part of my existing role description. Seeking opportunities to do so, leading projects, showing business understanding through deal proposals, suggesting process improvements for the good of the business and so on
Jeff Mattan
Piggybacking on Janine’s question: and where do vendors typically get things wrong? What are some common mistakes they make that are costing them revenue and partners?
David Thomson
Hi @David Petts - any GTM assumptions out there you feel are incorrect or anything you’ve done to scale that you feel is a bit different than what conventional wisdom might say? Maybe unique data you’ve looked at, etc. Thanks
David Petts
Interesting question. I am not sure there is a good answer to this. I believe that there are a variety of different GTM approaches that are different from each other and rightly so. They differ because of the variability in what’s being sold and to who. The GTM approach for high velocity, small average order sales to small businesses, for example, will look quite different from that used in complex solution sales to large enterprises.
David Petts
I guess I would say that if anyone feels there is only one GTM strategy, then I think that is incorrect. I would also throw out there that a common belief is that you can’t sell to large enterprise customers through inside sales. I believe this is incorrect and to an extent COVID-19 is helping to demonstrate that. Don’t get me wrong I definitely believe that many enterprise segment sales can’t be (solely) an inside sales model.
David Thomson
thanks @David Petts - and completely agree with you regarding enterprise sales and inside teams.
Noah Green
Hey David having optimised sales / customer care at Shutterstock to tap into enterprise, what would you say is the most crucial things to keep in mind when tackling the enterprise market?
David Petts
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?
David Petts
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.
Olivier Seres
Hi @David Petts thanks for your time. I’d be happy to know more about Shutterstock’ s GTEuropeanMarket (how did it start? do you have a direct sales team ? how is it different to US?) thx!
David Petts
I am afraid I can't answer how it started as that happened before I was with Shutterstock. I can say that there were differences and similiarities between the US and EMEA. Similarities were things like same segmentation of customers between Agency, Media and Entertainment and Corporate for example. There were also similar approaches to segmentation of small, medium and large.
David Petts
That said there were also differences in definition of small, medium and large by region. The selling in US was almost entirely direct whereas in EMEA there was direct in countries with economies of scale for us and partner leverage in new or scaling countries.
Olivier Seres
Thanks for your answers!
Jeff Mattan
@David Petts What do you see as best practices for getting partners more involved in customer success in terms of add on and renewal sales?
David Petts
Definitely different answers depending on what the business model is. For example Product Vs Software and On-Prem Vs SaaS etc. In general I think your question as it relates to Customer Success with add-on and renewals is SaaS oriented.
Jeff Mattan
Asking from both a SaaS and software perspective as that's where I have the most experience and have sometimes gotten partners involved. More often the vendors were very reluctant to engage partners here and wanted much more control when compared to the initial. Trying to crack that code as there's value to having partners involved (plus, they want to be involved and should be working in concert with the vendor, not in a silo),
David Petts
In which case the notion of life time commission is key to ensure there is financial motivation for renewals and growth. That said each company may have a different perspective on who should drive this, the 'OEM' or the 'Partner'. I feel that the 'OEM' should have the majority stake here and hence it is a question of how much and what type of role you want Partners to play.
Jeff Mattan
:+1: Thanks David
Sunir Shah
What makes a bad CRO?
David Petts
Wow, that's a juicy one.
Sunir Shah
I always try to ask a hard one! It entertains me. Lol.
David Petts
Many things can make a CRO or any leader, poor. Here are some things I would say are potentials for pitfalls.
David Petts
Communication, needs to be a strength. High integrity, fairness and eared trust.
David Petts
Experience in breadth as well as depth. Meaning not just a super successful sales person who has moved up through various management roles but someone who has business savvy, operational know how, experience in compensation and financial knowledge etc.
David Petts
Great coach and team builder.
David Petts
and so on simple_smile
David Petts
If I didn't get to all the questions or if any of you have more when the hour is up you can connect and message me on LinkedIn, https://www.linkedin.com/in/davidpetts/
Jeff Mattan
Thanks David. Good insights. Thanks for sharing your knowledge with us.
David Petts
Be sure to mention the AMA and Cloud Software Association
Noah Green
Thanks @David Petts — It was fantastic having you in here for the hour, really appreciate all of your insights! Thanks again @Sunir Shah for lining this up muscle
David Petts
My pleasure and thanks to everyone who made it great by coming up with interesting questions.
Parsa Pezeshki
anyone here have experience partnering with Experian (integrating with both of their consumer and commercial score API products)

@channel
Kevin Raheja (Typeform)
Hello @here! Jared Fuller (Drift) and I launched a new podcast for Business Development and Partnerships folks! It's called PartnerUp and it's available everywhere you would listen to a podcast. Here's the link to Spotify: https://open.spotify.com/episode/5gesmf471mZkcRAOP8SA4M?si=br-Q7010RqCpR3uIWUoOOw

Would love your feedback and thanks for listening, CSA!
Rachel Halldorson
Hi all! I’m Rachel from Bench, the leading bookkeeping service for small businesses. We’ve grown and changed a ton over the past 3 years and we’re so excited to announce the launch the next phase of our Partner Program.  Read the highs and lows of growing our channel. Let me know if you’d like to chat partnerships, I'd love to connect!
Curtis Davey
Just wanted to say @Rachel Halldorson that I really liked the email you sent to announce the partnership. It was a great insight into your decision-making process as to why you had to tier the program. I'll be looking to emulate that in 2021.
Rachel Halldorson
Thanks so much Curtis, really appreciate your kind words!
Sunir Shah
Welcome @DELETE OLD JARED PROFILE! Tell the folks about your podcast. simple_smile
DELETE OLD JARED PROFILE
Thanks for calling that out! Hope you enjoy!
DELETE OLD JARED PROFILE
Oh didn’t see the post above from Kevin - sorry for the double post, but I think it’s worth it wink
DELETE OLD JARED PROFILE
Hey everyone - Kevin Raheja and I just launched PartnerUp The Partnerships Podcast because I felt there was so little out there for learning the secrets to BD across channel, alliances, and platform.

We decided to pre-record the first five and went live on Monday! We have some legends like Bobby Napiltonia (who launched SFDC App Exchange and Salesforce’s Enterprise Channel), Pete Caputa who built HubSpot’s channel from $0-$100M, and more.

We launch new episodes every week - would love to have you a part of the community - here are the links to where you can subscribe: • Apple PodcastsSpotifyYoutube • or full episodes are available with transcripts at partneruppodcast.com Greatly appreciate the subs on your favorite podcast app and Youtube. We’re doing this solely to give back, so thank you!

Would love to hear in a thread what topics you think we should cover re: BD and guests point_down
Aleksi Mattlar (Vena)
subscribed!
Sarah Mouton
same! Very nice conversation! Congrats @DELETE OLD JARED PROFILE
Noah Green
Hope everyone’s having a great week wave

Congrats @DELETE OLD JARED PROFILE on the launch of your podcast by the way! — Leading on from the above I’d love to open up a conversation around what other podcasts everyone is listening too! studio_microphone

I know there’s a ton of avid podcasters / listeners in here (_for instance, @Adam Michalski who is smashing it with his show ‘The Partnered Podcast’)_

point_down

What’s your go-to podcast that you listen to week on week?

Don’t hold back! — Let us know in the thread below!
Logan Fletcher
Do we have any VCs here?!
Sunir Shah
why do you ask?
Logan Fletcher
Trying to start my own fund at some point and just want to learn more from people in the industry!
Manoj Ranaweera
I’m not a VC but keen to setup a micro pre-seed fund
DELETE OLD JARED PROFILE
Quite a few angel investors
Logan Fletcher
Would love to connect with you all and bounce some ideas off each other
Sunir Shah
I’d love to connect with angel investors. simple_smile
Manoj Ranaweera
@Sunir Shah some of the folks in here may already be investors. I’m trying to turn some of our tech founders (https://Techcelerate.ventures/members into angels) happy to share what I am doing as I think you can replicate it here!
Sunir Shah
@channel BIG UPDATE. What is happening with SaaS Connect?

Ok, here it is! I have been taking a lot of feedback from the community for the past several months, and tried a lot of things. We have a better than than a virtual summit.

Here it straight from me https://www.youtube.com/watch?v=bbnhOowWpsc

Here’s the plan in detail http://www.cloudsoftwareassociation.com/2020/10/01/what-is-happening-with-saas-connect-moving-virtual/

Adding paid memberships While we cannot meet in person at SaaS Connect, we don’t want to lose the value of SaaS Connect for you. We are adding paid memberships to this Slack community to give you the same kinds of value you’d get at the conference--but year round and wherever you are in the world.

• Introduction service to connect with other members. • Q&A with speakers and mentors. • Roundtables year-round to develop professionally with a cohort of your peers. • Quarterly (virtual) cocktails, starting October 27! It’s only $249/year per member. Come join us on the other side. simple_smile

https://launchpass.com/cloudassoc/members
Tom Elliott
@Sunir Shah Left Hook has joined!
Sunir Shah
woot!
Eliza Tsaliti
Hello everyone, hope you are doing well! simple_smile We are a SaaS vendor and searching for a subscription management system that works well in the Middle East and have the tools for channel management. 2checkout supports Middle East countries but the price is a bit high for our start up. Does anyone know any other solutions? Thank you! Have a nice day ahead!
Jake Wallace
Maybe @Eric Chan of Chargebee could help?
Eric Chan
Thanks @Jake Wallace @Eliza Tsaliti - Would love to learn more. We can setup a DM and go from there.
Eliza Tsaliti
Thanks @Jake Wallace.
Eliza Tsaliti
@Eric Chan thank you, I will text you
Gabriel Naologic.com
ChargeBee gets expensive. Try Recurly
Dao (Staffbase)
Hey all! I’m currently looking for a Partner Manager to build out Staffbase‘s partner network from the ground up in the US and Canada. Role is in NYC. We’re still in the early stages with partnerships in the America’s so this would be a great chance to truly make an impact. There’s no job posting up yet but if you’re interested or know a Channel professional who might be interested in joining a fast growing Startup, please feel free to message me privately.

Check out what we’re all about here: https://staffbase.com/en/

Dao
Sunir Shah
Hey Dao, do you have a job posting yet? If you so you can post on #jobs and also http://www.cloudsoftwareassociation.com/jobs
Dao (Staffbase)
Thanks Sunir! Will have something posted next week. Just wanted to see if there’s any interest here ahead of time. Thanks for the share. I’ll get it online once there’s a posting
Rachel Fisch
Question for this amazing brain trust - What are some pre-revenue metrics that can be used to measure progress when it comes to partnership relationships. I'm not talking typical MQL, SQL stuff as I feel the value of some partnerships are greater than others. But there isn't really a way to measure the weight of a lead or opportunity. Looking for a bit of guidance here.
Aidan Weinrib
Hey @Rachel Fisch! What kind of program are you building and do you already have some early adopters? I can let you know some of the things we've been looking at as we're building our hyper-focused channel program, but I want to make sure it's relevant simple_smile
Sunir Shah
Partnerships is more about acquiring market territory, so I strongly believe in “heart won” as a metric
Sunir Shah
A heart won is when a partner sends you an opportunity without prompting, which means you are both a) top of mind when an opportunity presents itself; and b) they value your relationship enough they want to gift you something to keep the relationship warm
Sunir Shah
This usually requires 2 successful executions on your part, so my relationship pipeline had Target, Contact, Handshaking, Committed, Action 1, Action 2, heart won
Sunir Shah
I was just talking to an AppBind customer about this today about setting up a channel partner program. Often your channel partners are not going to transact immediately; they only take action based on their customer demand. However, they do explore to prepare themselves in case of customer demand, because they are selling expertise. (Fundamentally they are afraid they won’t have an answer in front of a client.)

So it’s 2 pipelines. First pipeline is to get the channel partner to a point where they feel prepared. The second pipeline is once a customer has generated the demand and they need to take action.
Sunir Shah
So if it’s a channel program, Action 1 would be perhaps completing training, but Action 2 would be something indirect but beneficial to them, like what we did with Agency Connect cocktails. Helping them out with their business + showing them you have other agencies around you that are successful.

Or you could invite them for a podcast or some marketing campaign to help them. Or whatever.
Rachel Fisch
Awesome thanks. This is actually to assist with an app partner we work with through an accountants channel, that generates about 60% of their total sales. They currently have no strategy to acquire more larger firms (like regional and national) and hardly any metrics across their sales or marketing teams. I'm working with them on building out a plan to work with larger firms but they want me to tell them what the measurement of success will look like along the way. If they don't have any baselines to figure out levels of improvement, and since large deals have such long sales cycles, I was just trying to figure out the things that CAN be measured along the way.
Shannon K. Murphy
This is a great thread. I'm newer to the partner world but I've been developing a training/comms strategy for a client specific to a partner. Sunir brings up a good point about the two pipelines and how they want to feel prepared. We sent a survey to the sales group and asked them to self assess on a scale of 1-10 their current comfort level navigating the integration, ability to describe UVP, and how they're integrating the partner into current sales conversations, among other Qs. After we hand off a package of training videos, decks, PDFs, and other sales enablement items like scheduled roundtables, we are going to reassess. Perhaps you could do something like this?
Shannon K. Murphy
Definitely adding heartpulse won to my assessment metrics!
Nick Del Rosso
wave @Rachel Fisch here are some pre-revenue partner engagement metrics I would measure on:

- Number of demos or POCs being worked on - Certifications completed   - Deal registrations - Number of marketing campaigns, other lead gen programs, and branding exercises created

Would be happy to hop on a call to go beyond this. I am also familiar with the ERP Partner space sunglasses
Rachel Fisch
Thanks! This is actually for our small business segment, but thank you for the offer.
Katrina Paglierani
I agree with Hearts won and also I think that you need to make sure the sales team of your partner has all the hurdles to sale taken away. Joint campaigns would be a good measure. Presence on partner pages, preferred vendor status. # of joint prospect calls.
Martin Cleaver
We are a top-tier Atlassian Partner based in Toronto, Canada. We are looking for a channel partner manager - http://www.cloudsoftwareassociation.com/job/blended-perspectives-91-channel-partner-manager/ - to manage hundreds of partners from across the Atlassian Marketplace and beyond.
Manoj Ranaweera
Does anyone sell to UK tech companies? We capture investments going into tech companies and share the details every Monday via a subscription. Let me know if you are interested in knowing more.

Noah Green
LINKEDIN CONNECTION THREAD star-struck

It’s Monday! Hope you had a great weekend. Let’s get this week off to the best start with some good old fashioned networking!

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down Leave your LinkedIn URL in this thread!
Noah Green
Look forward to connecting with you all!

https://www.linkedin.com/in/noah-green-/
Alexandre Serres
Yeah thanks Noah, great idea ! Here is mine : https://www.linkedin.com/in/alexandreserres/
Aleksi Mattlar (Vena)
Looking forward to connecting smile

https://www.linkedin.com/in/aleksimattlar/
abhinandan natarajan
Hey there! Looking forward to connecting https://www.linkedin.com/in/abhinandan-natarajan-5a336235/
Vadim Bauer
We build the SaaS Tech and Ops stack for companies in the DACH region. We also own and operate two SaaS ourself.

Happy to connect! https://www.linkedin.com/in/vadim-bauer/
Noah Green
Hey @channel wave

I was speaking with SaaStock last week who have kindly offered to give our community 10 FREE tickets heart to their event, SaaStock EMEA happening virtually next week. point_down

mega Reply to this Thread if you want a ticket. (We only have 10, so first come first served)

Here’s some background on the event:

Europe’s most actionable conference for B2B SaaS founders, executives, and investors is back in an all-new, fully-online format. We can’t get together in-person right now, but we believe it’s so important that we come together, keep learning, inspire one another and continue building our companies.

• 4 Days • 3,000+ Attendees • 300+ Investors • 70+ Partners • 30+ Hours of Content • 200+ Startups Take a look at the event here: https://www.saastock.com/emea/

I’ll follow up with you (privately) to give you the code to get your ticket once you “”reply” in the thread white_check_mark
Yossi Mlynsky
sounds great!
Analisa Guerra
Yay! Super exciting! grin
Sanjay Goel (NachoNacho)
yes please
Chloe Lloyd
yes please
James Sandoval (MeasureMatch)
Tread carefully...the volume of selling is brutal. I was hammered by wave after wave of folks selling software development and lead gen services.
Noah Green
Also have a 20% off as well — 20% discount code: THECSA-20
Eliza Tsaliti
Yes please
Laurence O'Toole
Yes please
James Denker
Yes please white_check_mark
Cooper Wright (Nylas)
Would love that simple_smile
Alexandre Serres
Yes please ! Would love to see that !
Peter Wahlberg
Love to if it's not too late!
Katrina Paglierani
I would love one for my UK Counterpart if it is not too late simple_smile
Philipp Gutheim
I’d be interested as well in case you happen to have a ticket left
Noah Green
@Peter Wahlberg, @Katrina Paglierani & @Philip Collins looks like you just missed the cut here disappointed — There’s a 20% off code above you could use if interested: THECSA-20
Bharat Chopra - orangeKarma
Hi everyone! LeagueApps is hiring! Currently looking for a Developer Relations Advocate, who will be my teammate in building the LeagueApps Integration Center.

The candidate will become part of an incredible team of talented, passionate individuals within LeagueApps, and serve as our ambassador and guide to the most innovative companies in the youth sports industry building on the LeagueApps platform.

Please see the job description here: https://grnh.se/5d6475183us

Greatly appreciate any advice on recruiting or recommendations on people who might be interested in the role. We are in NYC, but open to remote team members right now.
Eugene Krimkevich
@Bharat Chopra - orangeKarma Highly recommend this gentleman: https://www.linkedin.com/in/ben-michel-044a3985/. he was my devrel counterpart while I was building the platform partnerships function at InVision. Loves developers, open source, and community-building. I can confirm he's on the market.
Cristina Flaschen
I thumbsup_all anyone @Eugene Krimkevich recommends!
Bharat Chopra - orangeKarma
Thanks Eugene and Cristina! I’m on it.
Sunir Shah
@nick soderstrom to post ^^
Natalie Luneva
Join me and Sarah Hatter, the Founder and CEO of CoSupport in a live Q&A session to talk about Easy SaaS Customer Support. Wednesday 1pm Central alarm_clock. https://www.eventbrite.com/e/saas-boss-qa-session-easy-saas-customer-support-tickets-124149058175
Noah Green
Good luck!!
Tori Barlow
Tomorrow at 2:00 EST we've got a great webinar with @Cody Jones (Zapier) over at Zapier talking to us about becoming a channel leader. If you're currently in channel, or have aspirations to become a channel and sales leader, you don't want to miss this. Here's the link to register: https://www.allbound.com/resource-center/path-to-becoming-a-channel-chief/
Jeff Mattan
Thanks for this Tori. It won't let me register without a work email address and I don't have a work email address yet. How can I register? Thanks.
Tori Barlow
@Jeff Mattan Hey Jeff - what's an email and we'll enter you in
Jeff Mattan
Thanks Tori.
Megan Schille
Hi all - We are in search of a PRM system as our partnership world grows and expands. Feel free to DM me if you have recommendations or suggestions, and we can dive more into the details. I’d love to chat!
Rachel Fisch
There are several in this group including @Michael Eldridge
Rachel Fisch
@Tori Barlow
Tori Barlow
Thanks, @Rachel Fisch - @Megan Schille I will DM you.
Rachel Fisch
@Heather Tenuto
Sunir Shah
What are your partnership programs and flows you want to manage?
Aleksi Mattlar (Vena)
@Matthew Jackson
Cory Snyder
@Nikole B with PartnerStack
Natalie Luneva
@Noah Green I see some people still want free SaaStock tickets. Hope this post is allowed.

10 Free SaaStock Event Tickets*

I’m writing a book about how other founders got the first few paying customers and grew from $0 to first $10K MRR. My goal is to create a valuable guide for founders needing help with getting first paying customers for their SaaS. Just comment with how you achieved your first $10k MRR.

As a thank you, I have *10 free tickets
to SaaStock EMEA, a 4-day online conference for SaaS founders happening next week and I’d be happy to give them away to random responders AND your response may be included in the book and you’ll get additional exposure and SEO value. I’ll raffle off those tickets this Friday 10/9 to those SaaS founders who participate in the survey and leave their comment to this post!
Manoj Ranaweera
I’m on £50 MRR for https://SkilledUp.life and dreaming of £10k MRR which would require 400 customers (startups). Just set up Chartmogul for tracking!
Noah Green
@Natalie Luneva — Sure this is fine! You can also use #marketing-opportunities to do so simple_smile
Sanjay Goel (NachoNacho)
First $10k MRR was entirely organic... @Noah Green also has some free tickets but waiting for his promo code to work correctly simple_smile
Noah Green
Hey @Sanjay Goel (NachoNacho) — Just to confirm it’s for the Content Pass not the all access!
Sanjay Goel (NachoNacho)
@Noah Green FYI the content pass is free for all without the need for promo code
Sankararaman
Hi everyone! Anyone here from Facebook or could connect me with someone there (USA/Canada especially)?

Need a basic understanding of how the CX teams are structured there (to help me with prospecting few leads for my CEO).

Any leads on this would be appreciated. TIA!
Sankararaman
cc @Sunir Shah @Noah Green
Neeti
Hi Sankar, happy to chat
GRAHAM ROSS HATCH
Hello SaaS Pros!! Dragon360 is here to help you drive scalable growth when you need it. Let us show you what are digital campaigns are doing for our other SaaS clients. Until then I can't wait to meet you all!!
Noah Green
Hey @GRAHAM ROSS HATCH

It’s a pleasure to have you in here!

One thing I’d recommend you could do when getting setup is 1) Have a look at some of our channels, my fave is #coffee-time

2) — I’d recommend taking a moment to ensure you have a profile picture + adding your title and company to your profile. tada
GRAHAM ROSS HATCH
Excellent suggestions thanks Noah!!!
Noah Green
My pleasure! Would love to learn more about what you do simple_smile
GRAHAM ROSS HATCH
Hi Noah - I'm the Biz Dev contact here - we are a Digital Advertising Agency and we've been having awesome success with our SaaS clients so of course I'm eager to help others.
GRAHAM ROSS HATCH
Thanks Natalie for the heads up. I've signed up for this thanks to you!
Casey Meehan
Hello! I am organizing a Boston area CSA meetup group. The foreseeable meetups will all be virtual. If you are interested and anywhere near the Northeast United States, please let me know what time works best for our initial meeting: https://doodle.com/poll/8229x4nmak9tnmih
Noah Green
Very excited to see this come in to fruition! As I mentioned a while back there will be several #meetups on the way (virtually!) — Feel free to head to #meetup-boston to get into the conversation there if you’re local!
Sunir Shah
@channel I’m starting to organize our roundtable discussions for our virtual SaaS Connect cocktail party October 27. We’ll break out into groups to talk through common challenges we’re facing as SaaS partnership professionals.

Please help me help you by answering this simple 1 question survey:

SURVEY. What are the biggest challenges you face as a SaaS partnership professional? https://sbweb.formstack.com/forms/roundtables
James Denker
submitted!
Dao (Staffbase)
also submitted!
Kapil Gupta
Done
Sunir Shah
thank you!
Shannon K. Murphy
Happy Friday, Everyone! I wanted to share a Cloud Software Assoc #coffee-time coffeeSuccess Story - @Scott Rogerson and I recently completed a partner learning/sales enablement projecthandshake I’m so proud of what we’ve accomplished in such a short time, and while working with a great human to boot! If you need to curate content (Yes, always Yes) for your marketing programs, check out UpContent! mega
Scott Rogerson
Yes, a successful partnership from this group! Working with @Shannon K. Murphy has been my best consultant experience, hands-down. She really took the time to know and understand our partner persona, overhauled our messaging, and built out a fantastic resource hub - it’s completely re-energized the partnership. Gotta thank the #coffee-time program for connecting us!
Aner Shachar
Hey folks - does anyone have any good resources around managing and preventing channel conflict between their rev teams and resellers/partners? Trying to put together a framework around it and would love to have some decent resources to pull from, along with my experience. I'd also love to connect with folks around how they deal with and prevent it in their roles too. Thanks again for the help!
Sunir Shah
We’ve had some good discussions about it in the past. I’ll see what I can dig up and turn into a blog post
Sunir Shah
The recent SignEasy : FreshWorks SaaS Connect 1:1 went into pretty good detail on what they were doing.

https://www.youtube.com/watch?v=VBGHOWg1sz4
Sunir Shah
A few things I have observed from my travels.

First, it’s a partnership. It’s a win-win-WIN. The customer is first. Your objective is to do what the customer needs and wants. The customer does not care how you are internally organized, and frankly, will hate it if you make them learn how you are internally organized.

1. Channel partners do not mix with the internal sales game of haggle pricing. You need to provide predictable, rationalized pricing to your partners so they can make promises to their clients they can keep. 2. Inside sales teams love to end run channel partners and talk to their clients directly, upsell them, push them onto their own success teams. This confuses customers and enrages channel partners.

You need clear rules of engagement for partner-attached accounts.

3. Sales coming in from the channel are different than direct sales and require sales reps trained and developed for the channel. Their job is to support the partner in the sale, not to drive the sale. Always talk to the partner first to understand what they are selling to the client, and craft your sales pitch to align with their sales pitch.

4. Sales motions are either transactional referrals (e.g. affiliates), referred co-sells (e.g. I recommended you, but I’m not responsible for you selling the client because I don’t care if they buy it), joint co-selling (I do care this sells, and I’m responsible to the client, so I’m on every phone call), and reselling (I just need it for my customer, thank you)

5. Commissions to your partners depend on the level of service they are offering. If it’s an affiliate, a bounty is sufficient. If it is a referred co-sale, and they aren’t supporting the product, then you could either do a bounty or a recurring % for a fixed time period. If it is co-selling or reselling where they want to support the product as part of their retainers, you should offer a margin for the length of their client engagement (use AppBind if you can’t implement this).

6. Commissions to your sales are overpaid initially to bootstrap the program and then eventually set to be inversely proportional to partner commissions.

7. Good sales reps will build an army of partners that generate their quotas for them. Cultivate them.

8. Partners want client referrals more than leads. Reward your sales reps that share leads by prioritizing them when leads come in from partners.
Sunir Shah
The biggest challenge is if your company does not believe in channel partners really, so they steam roll them and steal their customers.
Sunir Shah
The other big challenge is who gets credit for a lead. I’ll point out that referrals create this problem, whereas resales solve this problem. You should get to a reseller program sooner rather than later if you can.

What happens is a race where your direct team tries to register as many customers as they can and your partners try to register as many customers as they can in order to win the commission.

Double commissioning is usually where this nets out.
Aner Shachar
@Sunir Shah these are such great Insights! Thank you VERY much for the help!!
Dianne Campbell
Instead of registering customers, I have seen deal registration only. No customers can be registered. Only deals.
Sunir Shah
@Dianne Campbell Yes, sorry; that’s right. ‘Deals’ from the software company’s point of view. They are almost always already ‘Customers’ of the service partner.
Jeff Mattan
Aner: Sunir has some great stuff. In addition, I’ve established formal channel rules of engagement policies and categorized them by new sale, add on and renewal at companies so if you want to chat live I am happy to help.
Sunir Shah
@Jen Kalant @Jen Kalant (Reputation.com) regarding your question elsewhere about channel conflict, see above. ^^
Noah Green
@channel Join us this Thursday (15th) at 10 am PT for our next SaaS Connect 1:1! point_right Selling through game-changing partnerships, with Bill Wade (Company.com) and Drew Quinlan (RingCentral) moderated by @Sunir Shah

mega Register to access the live event over Zoom: https://us02web.zoom.us/webinar/register/WN_K7J1CRL9QvmcCVKym5ZL8A

Oh, that dream partner! The one that changes your business forever by bringing you to market at a game-changing scale.

But how is it done? What’s the secret?

That’s why I’ve invited two of the best partnership executives to explain what it takes.

Bill Wade, Company.com has built Company.com into a massive distribution platform reselling SaaS to over 100,000 SMBs.

Drew Quinlan, VP Strategic Alliances, RingCentral works both sides, selling RingCentral through distribution partners and turning RingCentral into a distribution channel for its integrated partners.

You’ll never get another chance to ask such experienced experts how exactly did they negotiate, package up, and execute distribution deals at this level.
Sunir Shah
@channel Hey folks, like I’ve mentioned we’re moving SaaS Connect here into Slack through the entire year. What’s coming up next?

October 15, 2020 (10am PT). The partnership dream: Selling through game-changing partnerships with Bill Wade, Company.com and Drew Quinlan, RingCentralOctober 22, 2020 (10am PT). How to build $30M partners channel in 3 years with bold decisions with Asaf Fradkin, Monday.comOctober 29, 2020 (10am PT). Taking Aircall from 10 to 60+ integration partners in a year with Raphael Assaraf, AircallNovember 5, 2020 (10am PT). How to have agencies drive 40%+ of your global revenue with Henry Prevette, Impact We’re replacing the SaaS Connect in-person conference with more and more here in Slack. Instead of conference tickets, we’re moving to paid members to get the full SaaS Connect experience year round:

Direct access to the speakers. Introductions between members. Roundtables. Mentorship and advisors. And quarterly SaaS Connect virtual cocktails (first one October 27)--I’ll ship you a drink!

Join us in the members area by signing up here!

https://launchpass.com/cloudassoc/members
Sunir Shah
How do you set your display name to include your company?

• Click on https://cloudassoc.slack.com/account/profile • Follow the redirects • In the righthand sidebar… • Click on Edit Profile • Change your Display Name to Your Name (Company)
DELETE OLD JARED PROFILE
Question for the squad:

• I’m trying to build a top of funnel for channel partner acquisition. • Funnel looks like Target Partner TAM > Engaged > Signed > Account Map > Account Overlap > Opp Review > Discovery > Pipe > CW$ (and of course funnel math, ASP, Close rate, cycle). • Everything from Engaged on is pretty easy - sharing for context. My question is this: • How do you reliably build out your TAM for channel (service) partners? Goals: • I’m looking to get domains, employee count of agencies (ABM, DemandGen, etc), consultants, SIs. Challenges: • The problem is this: It’s _*who*_ they serve that really matters. We’re really trying to narrow the list down to agencies that don’t service SMB (read > 100 employees - so small web design and SEO shops a-la HubSpot or Shopify we don’t want in, and are primarily B2B focused. • Clearbit industry tags kind of helped, but it really was hit or miss. We then want to tag all of these in SFDC so if they come inbound, they can be routed through Drift to a CAM on our partner team and accurately build the double funnel for inbound/outbound.

Anyone tackled this before? Would appreciate any help in a thread pray
Sunir Shah
I have tried a million things to get “firmographics of customer” and do a lot of hand tagging. However directories like clutch.co will give you an average project size in dollars. That is your datum that reliably predicts their target client size.

sudhir
@DELETE OLD JARED PROFILE customer data for a agency is a pretty tricky one.. A lot of agencies have few large account and good portion of clients falling in a category you are not interested in. Not sure if you use CrossBeam or PartnerOptimizer from SaasMax @Bob Moore @Dina Moskowitz Might be a different approach to the problem could help as well.
Dina Moskowitz
HI @sudhir thx for the thought. @DELETE OLD JARED PROFILE i don't know that we can get you 100% there based on your above description, but I do think our engine would get you closer or likely close enough to determine which ones are double-funnel qualified. DM me if you'd like to discuss.
Casey Meehan
Hello again!  I am organizing a Boston area / (Northeastern USA) CSA meetup group.  The foreseeable meetups will all be virtual.  If you are interested and anywhere near the Northeast United States, please let me know what time works best for our initial meeting: https://doodle.com/poll/8229x4nmak9tnmih
Brandon Lytle
Does anyone do QBR (Quarterly Business Reviews) with their teams? Wondering if anyone has a template they like to use. I used one in the past, but not a huge fan of the template.
Jake Wallace
happy to chat on a call
Sunir Shah
With staff or with partners? Any QBR needs to meet these objectives

• Wins, (feel good) • Goals -> New goals (focus mostly on the future), • Their concerns, • Your feedback (secretly, your encouragement so they feel they can overcome the challenges), • Plans and Action Items Some QBRs are presentations, which are not collaborative, but serve to document KPIs and performance so everyone is clear where they stand on the treadmill.

Some are loosely structured so they feel more like 1:1s, and they serve as a forum to set strategic goals for the coming quarter across the team, whereas ongoing 1:1s are about progress within these goals.
Amir Karmali (Daylite)
This is something I’d like to start doing in the new year. If you come up with a decent template, please share :)
Brandon Lytle
Thanks everyone! @Sunir Shah this would be for staff - we typically do these in a block of time where everyone shares and listens to one another. Tends to encourage feedback and collaboration. @Amir Karmali (Daylite) I'd highly suggest it. Helps make sure everyone is aligned, thinking strategically about their partners and self reflect on what they can and should be doing b etter
Sunir Shah
@Brandon Lytle are you doing this as a presentation? powerpoint style?
Brandon Lytle
Yep.
Amir Karmali (Daylite)
Thanks @Brandon Lytle when you say staff - are you talking about channel managers?
Brandon Lytle
Yep. My team members (Partners Account Managers and Partner Enablement Managers)
Sunir Shah
I think my next question is why are you doing a QBR? Is it to remind people their employment is contingent on performance? Or is it a quarterly ritual to re-inspire the forming, norming, storming, and performing?

What is the underlying motivation coming out of a QBR your staff are meant to experience? Either approach works, but it matters how you run a QBR.

My following question is how often are you doing 1:1s with your staff?
Sunir Shah
If you’re trying to bring the team together to win the next objective, then the QBR template is less important than your 1:1 work beforehand. Ask your staff individually what _they_ are most proud of? What are they most worried about? What do they need to / want to hear at a QBR so they can plan effectively for the next quarter?

QBRs are not a formality, but they are a _ritual_ to get everyone moving together towards the common goals. They almost have zero objective value because you can lay out the same objective message 1:1, but they have a large emotional value.

In that they are a ritual, they are part of the continuous forming, storming, norming and performing cycle of small teams. Their primary purpose is to celebrate the team, reinforce their bond together. From your point of view, you’re the chief cheerleader. Bring people together, set a new vision for the future, explain why it’s an exciting place to be, lay out a rough plan to get there (based on feedback during 1:1s), and send everyone screaming and charging at achieving it together.

A failure is if people do not agree with the vision / plan as you present it, so good 1:1 work is key. When I was a group facilitator in training, the secret that was drilled into me is always know the outcome of a facilitation session before they let the participants self-realize it.

The slides are a tool to deliver the sermon. People don’t care about slides. They care about their humanity. The human experience of bringing your all with true peers who resonate with you and improve you is more motivating than anything, ever.
Sunir Shah
If your company is about setting performance targets to create motivation from pressure, then the QBR is a middle manager’s game of balancing pressure vs encouragement, which is why you need to start with wins to prime people that they have been successful in face of the pressure.

Then you need to ratchet the pressure by resetting the targets so they are higher, and then go back to encouragement, planning, and clarity to make people feel like they can achieve the targets.

As a manager who may not be setting the targets, your role is make people feel like they are fully capable of success.

Here your 1:1 prep work is about uncovering fears, uncertainty, doubt because increased pressure may fracture morale for an individual which will immediately fracture the team (surprise: your staff talk to each other behind your back).

You should also uncover any bright ideas your staff believe will help so you can layer them into a plan, so you’re not starting the planning from zero, but with a good chunk of ideas people already believe are achievable.
Amir Karmali (Daylite)
Brilliant @Sunir Shah. I fully agree with your articulate description of the purpose. I hope to use this approach when I have a team simple_smile. In the meantime, I am looking to start with partner QBR’s and will start with the template you’ve provided above. As always, extremely grateful for your time and guidance!
Noah Green
Hey @channel Join us for our next SaaS Connect 1:1, tomorrow @ 10 am PT point_right Selling through game-changing partnerships, with Bill Wade (company.com) and Drew Quinlan (RingCentral) moderated by @Sunir Shah

white_check_mark Register here to gain access: https://us02web.zoom.us/webinar/register/WN_K7J1CRL9QvmcCVKym5ZL8A

Oh, that dream partner! The one that changes your business forever by bringing you to market at a game-changing scale.

But how is it done? What’s the secret?

That’s why we’ve invited two of the best partnership executives to explain what it takes.

Bill Wade, Company.com has built Company.com into a massive distribution platform reselling SaaS to over 100,000 SMBs.

Drew Quinlan, VP Strategic Alliances, RingCentral works both sides, selling RingCentral through distribution partners and turning RingCentral into a distribution channel for its integrated partners.

You’ll never get another chance to ask such experienced experts how exactly did they negotiate, package up, and execute distribution deals at this level.

Look forward to seeing you there!
Casey Meehan
Hello everyone... I am about to launch a survey to study how freelancers and small teams purchase and use software. What questions should I ask them?
Aner Shachar
Hey folks - I was once out into this scenario in an interview and I’d love to get your thoughts on it. We are looking to build an integration with a large tech org (think SAP/Oracle). To do this we need to integrate with a specific part of their solution/API that we know for a fact they don’t have. What do you do to make it happen? Thank for the direction!
Cristina Flaschen
Oh man. Ping me if you’d like tales from that battlefield, I’ve got many, esp in the ERP landscape
Eugene Krimkevich
@Aner Shachar sorry i'm late to the party here. I'd recommend either a) building a semi-formal biz case that clarifies what you're looking to build, why, how many joint customers it will serve, and what the value (in $, reduced churn, etc.) might be or b) if possible, find a very large shared customer that wants or has already been asking for this integration and mention you're working on their behalf to make it happen. There have been a handful of instances where I've seen that work. To be clear, by "large" customer I mean someone like an IBM... In my experience, approach B has been more effective than approach A.
Mark Cohen
Hey hey was hoping to get an unbiased view surrounding the ideal PRM for a SaaS grow-up looking to launch their channel partner program. Some of the basic requirements include:

• Can accept monthly partner payouts • Portal with resource centre • Reasonably robust chat / email marketing platform / ability to work with a variety of CRMs • Fair pricing (including unlimited partners) for a company that is expecting rapid growth but is starting at 0. Channel partners for this company would be ecommerce agencies, cloud IT professionals etc.

Have a bunch on my list including Partnerstack (which I know is great) - just wanted to get a general sense specifically to those of you who love love love their current solution. At my former company we built our own out so just want to ensure I'm making the best decision here and not missing any hidden gems. Any help here would be much appreciated.

This may be in another thread but figured worth bringing back to the forefront. Thanks in advanced.
Jen Kalant
Hi Mark! I recently went through a PRM evaluation. Send me a direct message and I'm happy to share which vendors I looked at and where we landed.
Sabrina Silk
Great questions Mark, our cross functional team is undergoing a PRM vendor evaluation. I highly recommend creating and championing a checklist. Get all team members who could benefit from the PRM to review and add to the checklist BEFORE the demos commence. For transparency for everyone on this forum, here are some some links to start your checklist: Allbound Magentrix Gartner review
Jen Kalant
I have a follow-up question for the channel in this vein, I'm wondering how many people have tried or are actively using data collaboration tools, like Crossbeam? I have been looking at Crossbeam to solve for account mapping with our Referral partners in the interim before we invest in a full PRM.
Aner Shachar
@Jen Kalant would love to learn where you landed as well :)
Noah Green
Heads up everyone! In a few hours we have our next SaaS Connect 1:1 — mega Selling through game-changing partnerships, with Bill Wade (company.com) and Drew Quinlan (RingCentral) moderated by @Sunir Shah

There’s still time to register: https://us02web.zoom.us/webinar/register/WN_K7J1CRL9QvmcCVKym5ZL8A

Oh, that dream partner! The one that changes your business forever by bringing you to market at a game-changing scale.

But how is it done? What’s the secret?

That’s why we’ve invited two of the best partnership executives to explain what it takes.

Bill Wade, Company.com has built Company.com into a massive distribution platform reselling SaaS to over 100,000 SMBs.

Drew Quinlan, VP Strategic Alliances, RingCentral works both sides, selling RingCentral through distribution partners and turning RingCentral into a distribution channel for its integrated partners.

You’ll never get another chance to ask such experienced experts how exactly did they negotiate, package up, and execute distribution deals at this level.

Look forward to seeing you there!
Sunir Shah
@channel I’m really excited about today’s SaaS Connect 1:1 in 30 minutes about how to set up a true distribution and reseller partnership at scale.

I’ve been following Company.com for a year now. They have made some incredible advances in the SMB SaaS marketplace category. Their “Digital Experience Platform” (DXP) as they call it, is really an app store that is embeddable into major distribution partners. They’ve built a channel of over 100,000 small businesses. If you’re an SMB SaaS thinking of going through distribution, you should connect with @Todd Whiton here in Slack.

RingCentral I’ve been following even longer. They have made an art of going to market in the channel and now becoming their own channel. After all, they have been disrupting the telco industry for years and years, where channel is what it’s all about. @Drew Quinlan is a true expert in working all sides of this problem.

Register here. See you in 30 minutes. https://us02web.zoom.us/webinar/register/WN_K7J1CRL9QvmcCVKym5ZL8A
Dan Foster
Solid webinar Sunir. Good job!
Sunir Shah
Thank you!
Alex Glenn
We did a thing! For our Accelerator members, and for all of you channel teams who struggle with finding contact data for a persona that includes tech + industry + all the other firmographics, push data to the CRM, and grab/enrich more of actionable data off the site using a few of our partners DashDash + Ocean + Leadfeeder.

This system will turn your partner team into weaponized account-based (GDPR compliant) b2b marketers.

Here is the full strategy with links from our session:

1. First, read the section below on GDPR and check out this presentation to get an idea of what/how of cold outreach in the world of GDPR. 2. Watch the full strategy video here >>> 3. Use this link to sign up for Leadfeeder (so you get a discount) to get it added to your site.  4. Read through the examples of good and bad cold email to ensure you are not making the same mistakes.  5. Now, use our cold email sequence template and best practices to create your email sequence. 6. Book a demo with Ocean.io so you can use it to gather more data like those partners you already have in your program.  7. Grab this template from DashDash.com so you can start grabbing adhoc data based on use of tech like HubSpot, Quickbooks, Marketo… and other technologies they use. 8. Read this article to ensure you are set up to do cold outreach (your domain, data quality, warmed IP…) 
Natalie Luneva
This Friday I'll be interviewing Tom McNamara, the CEO of Apex Privacy to talk about #dataprivacy for SaaS!

What questions or challenges do you have about data privacy?

https://www.eventbrite.com/e/data-privacy-in-saas-tickets-125497798293
Martin Cleaver
Anyone know of trends for apps built and established for one platform (e.g. Jira) to generalize themselves, to support other platforms (e.g. Microsoft)?
Sunir Shah
What do you mean exactly? What would an example answer look like?
Oscar Trujillo
anyone here with postal.IO and/or mightyhive.com ? looking to speak to you regarding partnerships possibilities. ty
Sunir Shah
@Nick Grant (Postal.io) summoned
Sunir Shah
@Adit Gupta @Adit Gupta summoned
Oscar Trujillo
thank you
Sunir Shah
I should have made you convert to a paid member first. lol
Sunir Shah
Glad I could help
Kasey Bayne (Pocketed)
I know some folks at mightyhive Australia if that'd be helpful
Oscar Trujillo
thx ill look into for sure.
Oscar Trujillo
yes @Kasey Bayne (Pocketed)
Oscar Trujillo
pls n ty
Kasey Bayne (Pocketed)
Sent you a message, Oscar!
Sunir Shah
@here Hey folks, regarding requests for introductions like the one above, part of the push to our new paid memberships is to give me space to create a member directory and make these introductions a lot easier, automated, and streamlined for you.

As a network, we all need a more sustainable, attainable system to build and expand our master directory of partnership professionals across the entire industry for all of our benefits.

The introduction service is part of the huge list of member services we’re providing our paid, full members. Support us and we’ll support you. :)

Join as a member here! https://launchpass.com/cloudassoc/members
Dina Moskowitz
Joined!
Sunir Shah
@channel I’m going to start shipping the first bottles of wine today to those coming to our first quarterly, SaaS Connect cocktails which is Tuesday, October 27!

I know we can’t see each other in person, but we can still network and be human. I miss seeing y’all at cocktail parties a lot.

Now more than ever, it’s important to stay connected and learn from others. Registered guests have already suggested “table topics” like:

• Integrating Partnerships into the other areas of the business such as Customer Success, Product Development, Sales and Marketing • Finding mission-aligned partners who are focused on the same customer segments as we are. • Internal growth / next career steps Come join us both at SaaS Connect cocktails and as a full member of the Cloud Software Association.

https://launchpass.com/cloudassoc/members
Kasey Bayne (Pocketed)
I LOVE this idea! Can't wait to virtual cocktail party with all of you!
Kasey Bayne (Pocketed)
cheers
Alex Glenn
#Partnerships and #Product teams have to be aligned in SaaS companies. There are so many metrics to lift when you partnerships influences the product roadmap and the frontend. Here is just one example:

Taking those Workflow Setup Walkthroughs, or Templates / Themes / Use Cases... that you have buried in your help center (which typically is not indexed and has not impact on CRO or SEO for your product) and:

1. Create a UI and searchable marketplace on the frontend to publish and index them so your site traffic can learn how to use your product.

2. Include your partners by allowing them to brand those workflows, OR submit their own.

3. For some of you, this becomes a template that users can start off with inside their dashboard.

This will lift all marketing metrics from the site - CRO, SEO, time on site...

But for Partnerships, it increases the bond between your brands, and social proof, and the overall value of your partnership.

Read the full strategy here >>

https://youtu.be/gMXa3-asqjY
Eddie Patzsch
Nicely done @Alex Glenn!
Neeti
What does partner centricity mean to you and your organization? I am working on a short article this weekend and wanted to ask this question on this forum as well. I will share what I write.
Sunir Shah
Is your company aware of how its existence depends on the ecosystem of other companies in the market around it, and does it commit to a fundamental strategy to engage with and gain access to this market through these other companies through partnerships?

This goes far beyond the meagre idea of viewing partnerships as a sales channel.

Crossing the Chasm. What is a market?

Innovator’s Dilemma. The component model of technology.

Which is itself a tame version fo Actor Network Theory.
Noah Green
LINKEDIN CONNECTION THREAD star-struck

It’s fantastic to see so many new faces joining us, hope you had a great weekend! With that in mind I’m bring back this thread to enable us to connect with each other!

Are you connected with everyone in here?

Don’t worry, Let’s make this official. It’s time to get acquainted and start connecting!

point_down point_down point_down

Leave your LinkedIn URL in this thread!
Sabrina Silk
Just updated our new conversational marketing, chat bot, for the company which we are aiming for the best experience for our customers. Curious if any of you have deployed a robot_face specific playbook for your Partner Page (Find a Partner, Become a Partner)? Any insights or advice or gold standard examples star?
Sean Blanda (Crossbeam)
Not chat bot specific, but we collected 50 pages here that may help you see some examples: https://blog.crossbeam.com/b2b-saas-partner-page-examples-zapier-hubspot-zendesk
Sabrina Silk
Love checklists, thank you very much @Sean Blanda (Crossbeam)
nick thomas
Not quite exactly what you asked but we have put chatbots within our immersive content to help steer you around based on your reading behaviour and how you answer polls etc. https://drift.turtl.co/story/the-mql-is-dead/
Sean Blanda (Crossbeam)
@Aleksi Mattlar (Vena) ^
howard
Hi everyone. Howard from timetoreply.com. Just joined and looking forward to having some conversations. As an aside, we're a Business Email Analytics tool for Sales, Customer Facing and Supplier Management teams, and work across all email environments. H
Natalie Luneva
This Wednesday I'll be interviewing Étienne Garbugli, a three-time founder and the author of Lean B2B: Build Products Businesses Want. The Lean B2B methodology helps thousands of entrepreneurs and innovators around the world build successful businesses.

What questions or challenges do you have about SaaS onboarding? If you'd like to submit a question or participate, here are the details and how to register: https://www.eventbrite.com/e/saas-onboarding-tickets-125972371755
Sunir Shah
I found a really good resource from Constant Contact about how to communicate with service partners (marketing agencies in their case). They put together a “McDonald’s franchise” model of how marketing agencies can sell service contracts on top of Constant Contact and their products, complete with price ranges.

If you’re working in the channel, one hard lesson is that commission models do not motivate agencies. Rather, the services they can sell by leveraging your technology in client projects is what motivates them to take action. They are driven by client demand almost always.

http://img.constantcontact.com/docs/pdf/bp_sowguide.pdf
nick thomas
Hmmm this is an interesting model. Although quite cookie cutter in its approach - which I guess might be more effective with smaller agencies. Would be interested in the profile of service partners that they work with?
Len Bruskiewitz
Nick - I was at Constant Contact when this guide was created. As you would guess, the solution provider profile varied widely but they would typically call themselves marketing consultants, small business consultants, marketing agencies or specific vertical (restaurant, healthcare, legal, etc consultants). Many of them had 50-100 clients to give you some idea of scale.
Sunir Shah
@Anca Bujor (Unbounce) @Eric Chan @Ryan Badke @sudhir the Constant Contact retainer guide I mentioned. ^^
Sunir Shah
@channel As you know we’ve moved our amazing SaaS partnership conference, SaaS Connect into our Slack community here. Our kick-off cocktail party is one week away!

We’ve turned it into a year-round services for networking and learning. Don’t miss out. This is where the action is!

Grab a “ticket” by become a full member here https://launchpass.com/cloudassoc/members

-----------------------------------------------------------------

WHAT’S UP NEXT?

THURSDAY, OCTOBER 22. Speaker’s lounge with Asaf Fradkin, Monday.com. Meet with Asaf after his talk. • TUESDAY, OCTOBER 27. SaaS Connect (virtual) cocktails. Our kick off networking event. Reconnect and talk with peers about life, work and the challenges in between. I’ll ship you a bottle! • WEDNESDAY, OCTOBER 28. Roundtables kickoff. We’re organizing peer learning and mastermind groups so you can talk with peers working on the same challenges. • THURSDAY, OCTOBER 28. Speaker’s Lounge with Raphael Assaraf, Aircall. Meet with Raphael after his talk.
Sunir Shah
@channel Well look at that! We’ve already crossed a big milestone. Thank you to our first 50 paid members.

We’re on a mission to bring all the networking and learning we do in-person at our conference SaaS Connect, but year-round here in Slack!

What’s holding you back? Join us here: https://launchpass.com/cloudassoc/members

p.s. If you can’t or have feedback otherwise, please DM me. The Cloud Software Association is a labour of heart. simple_smile
Saket
We were planning to put karenapp.io on AppSumo. And we did - https://appsumo.com/karenapp/ Currently running at a 90% discount for a lifetime license. Let’s see how this goes! It took us some time to get it up there, but finally it has happened. Wanted to know, will it benefit putting your SaaS on AppSumo/(LTD) in short-term and long-term? What has been the experience of others founders who did the same?
Sunir Shah
@channel We’re here to help you build your network, learn from experienced peers, and close more deals.

We’re trying a new format, a Speaker’s Lounge with Asaf Fradkin, Monday.com for paid members after his talk tomorrow.

During his recorded talk, Q&A is done through the moderator.

But since half the fun of speaking is meeting new people, we’re inviting our paid members to hang out with Asaf in a regular, unrecorded Zoom meeting--kind of like walking up to him after his talk an in-person conference.

Close a deal or ask a question or give him a high five. We’re all friends here. simple_smile

Come join us all backstage! https://launchpass.com/cloudassoc/members ------------------------------------------------------- ps. you can register for his talk here as well:

How to build $30M partners channel in 3 years with bold decisions (Asaf Fradkin, Monday.com) https://us02web.zoom.us/webinar/register/WN_2RL_Z3sZQiWNXtquZCsx1g
Aidan Weinrib
Revamping some of our sales assets and I’m looking for examples of 1-pagers / welcome packages. Any great examples or folks open to share theirs? Please slide into my dms :)
Jason Breed
No need to DM. Here is one to review. we have 3 products and use this as a quick review. I also have some specific to our alliances (like AWS, etc)
Jake Wallace
@Jens Van Dyck ^
Analisa Guerra
I'm doing the same @Aidan Weinrib! Following.
Aidan Weinrib
Thank you, @Jason Breed! This is super useful.
Zach Svendsen (Tipalti)
Hi All, I'm starting to do research on a PRM. I've been looking at Allbound, ZiftONE and PartnerStack. Anybody have any thoughts on these or others I should be looking at? A little more background, we have a Referral, Resell and OEM partnerships we will need to track. Need a solid and flexible integration with Salesforce.
Alex Siegler
Impartner is awesome and has a really solid integration with Salesforce
Zach Svendsen (Tipalti)
Thanks @Alex Siegler!
Jen Kalant
I recently evaluated Impartner, Salesforce PRM and Allbound. The Impartner solution is very impressive and their Salesforce integration seems to be unmatched.
Chris Generalis
Hey Zach - we recently went through a similar evaluation process with all the vendors you’ve mentioned. I’m happy to put you in touch with the person on our team that ran the process. If interested, please ping me on and I’ll get you connected.
Matt Irving
Hey Zach! First we are users of Tipalti and love you guys. We looked at Impartner, Salesforce, Allbound, and Partnerstack. Happy to share our decision criteria, implementation scope, and why we ended up choosing Allbound. It's been a great choice for our scale and evaluating the scope of custom integrations.
Jeff Mattan
@Heather Tenuto can help as well
Aaron Geller
Allbound for sure simple_smile
Aaron Geller
& Partnerize for Affiliate simple_smile
Sunir Shah
@channel Starting with Asaf Fradkin, Monday.com in 20 minutes. Come join us!

How to build $30M partners channel in 3 years with bold decisions (Asaf Fradkin, Monday.com) https://us02web.zoom.us/webinar/register/WN_2RL_Z3sZQiWNXtquZCsx1g

p.s. Our paid members can talk with Asaf directly at 10:45am in the Speaker’s Lounge. Join here if you’re not a paid member yet. https://launchpass.com/cloudassoc/members
Antoine Moreau
was this recorded? i was on the webinar and really liked and would love to get back to it!
Antoine Moreau
Thanks @Sunir Shah!
Alex Glenn
Anyone with an agency-first “partner” program may enjoy some of the insight Zach Rego and I spoke towards in his new podcast :

https://www.unstack.com/zero-to-a-million-episode-4
Peter Wahlberg
Checking this out this weekend!
Sunir Shah
@channel I have even more fantastic news! Please join me in welcoming @Evan Radisic, who has joined the Cloud Software Association team as our new Executive Director.

We know that this year has brought a lot of challenges for you as SaaS partnership professionals. We’ve taken the lesson and blessing of this year to convert our in-person events to year-round opportunities for our 3,500 members to network, learn, deal, and find opportunities. Evan has joined to run these efforts so we can do more for you.

Evan is not just the Executive Director, but he’s a member as well. He kicked off and ran a successful partnership program at Proposify, in part with the help, advice, and network at the Cloud Software Association. He knows and has lived the journey our members are on. He’s going to be great. simple_smile

pray @Evan Radisic has one ask. DM him your answer to “What’s the biggest challenge you’re facing right now?” We can organize our programs to help you.

https://youtu.be/P6wR12n3fzo
Adam Michalski
Nice!!! Welcome @Evan Radisic!
Tyrone Lingley
Big welcome @Evan Radisic. We're glad to have you on board and bring some Maritime flavour to the community!
Jake Wallace
Welcome to the team @Evan Radisic!!!tada
Katrina Paglierani
Congrats to all.
Matt Irving
Congrats @Evan Radisic!
Jens Van Dyck
Welcome! @Evan Radisic tada
Dina Moskowitz
Welcome @Evan Radisic ! Congrats @Sunir Shah
Kasey Bayne (Pocketed)
YAY!! Welcome @Evan Radisic !! tada
Brett Owens
Yes welcome @Evan Radisic! Great hire @Sunir Shah! raised_hands
Kiran Elengickal
Welcome @Evan Radisic tada
Rory Gallagher
Congrats and welcome @Evan Radisic
Peter Wahlberg
Welcome @Evan Radisic! Can already tell you're a rock star guitar
Abhijeet S. K
Welcome @Evan Radisic tada
Sankararaman
Great news @Sunir Shah! Welcome @Evan Radisic! 100
Sunir Shah
@channel This is a big week! Things are getting busy again. Life is good again. :)

PUBLIC MEMBERS

Thursday 10am pt. @Raphael (Aircall), Aircall is speaking about, “Taking Aircall from 10 to 60+ integration partners in a year” point_right Register here https://us02web.zoom.us/webinar/register/WN_sIT2Ch5BQ7inUwexA8wdgg

PAID MEMBERSTuesday is our first SaaS Connect virtual cocktails. • Wednesday we kick off our roundtables. • Thursday Speaker’s Lounge to meet and talk with Raphael directly. point_right Join as a paid member http://launchpass.com/cloudassoc/members
Evan Radisic
@channel Thank you so much for such a warm welcome. I’m exited to be here and eager to get started. I’ve got a couple of things to tell you about and hope you can join us!  https://youtu.be/Zfv3wufYBJo
Oscar Trujillo
welcome. good to have you here Evan
Sunir Shah
Hey folks, we’ve published @Asaf Fradkin’s talk “How did Monday com build a $30M partner channel in 3 years?”

https://www.youtube.com/watch?v=pSX-yLgoKJ4 Next up is Raphael Assaraf, Aircall.io. “Taking Aircall from 10 to 60+ integration partners in a year”

point_right Register here https://us02web.zoom.us/webinar/register/WN_sIT2Ch5BQ7inUwexA8wdgg
Sunir Shah
p.s. Our first Speaker’s Lounge afterwards for paid members was great. Thanks, Asaf!
Sunir Shah
@channel wine_glass wine_glass wine_glass Join us for drinks tonight for SaaS Connect (virtual) cocktails at 3pm PT / 6pm ET!

We know you’re here to network. Also, we’re all stuck in our houses. That’s why we’re hosting our first SaaS Connect (virtual) cocktail party today so we can be human once again!

Break the ice. Meet people. Talk through your challenges right now with others in the same shoes. We’re talking about:

• What is the right partnership strategy and how do you get buy-in for it? • How do you recruit and attract new partners--while we’re all stuck at home? This is part of our year long SaaS Connect power networking and learning ~conference~ community. We moved the conference here into Slack. Come join us on the other side.

Join us for drinks! https://launchpass.com/cloudassoc/members
Stacy L. Carlson
I would love to chat and compare notes with others who have a working relationship with companies like SHI. We are trying to see if our experience is typical and if there are more efficient ways to work with them.
Greg A. Lato
Stacy, I’ve worked with SHI/Sirius/and other primary resellers over the past few years. DM me and let me know what you specific situation is.
Dina Moskowitz
November 6th we're hosting a LIVESTREAM thought leadership conversation with Daniel Burrus - Topic is "Turn Disruption & Change into Opportunity & Advantage"

If you don't know Daniel, he's an influencer with 1.25 MILLION LinkedIn followers. And more importantly, he's a proven global B2B technology futurist who knows the Channel.

CSA members we'd love you to join us (no charge): https://register.gotowebinar.com/register/839633668794924816
Sabrina Silk
How can I change my work email to personal email sign up on this Slack group?
Sunir Shah
@channel Reminder… TOMORROW Thursday at 10am PT, ask @Raphael (Aircall) from Aircall anything about how he took Aircall from 10 to 60+ integration partners IN A YEAR.

Hosted by @Eric Chan!

I remember when I first met Aircall, they were just at the beginning. They have really found a systematic way to approach integration partnerships, which is the secret to getting scalable results.

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_sIT2Ch5BQ7inUwexA8wdgg
Mat Samson
Hey Sunir, are those events then available to watch on Youtube or another platform? I'd like to attend, but I am busy at that time.
Mat Samson
Thank you
Raphael (Aircall)
Looking forward to this talk! Thanks a lot @Sunir Shah @Eric Chan for hosting.
Ashley at Clearbit
I would love to see this - big fan of @Raphael (Aircall) and what he's built at Aircall. Unfortunately I can't make it at that time; if I reg anyway will I get a recording afterward?
Ashley at Clearbit
awesome thanks! just reg'ed
Sunir Shah
@channel TODAY at 10am PT, ask @Raphael (Aircall) from Aircall anything about how he took Aircall from 10 to 60+ integration partners IN A YEAR.

Hosted by @Eric Chan!

Afterwards we’re hosting a Speaker’s Lounge for our SaaS Connect members to talk with Raphael directly. Come join us!

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_sIT2Ch5BQ7inUwexA8wdgg
Tarak Bach-hamba
Hello everyone ! Nice meeting you all ! Does anyone know how to get the "Taking Aircall from 10 to 60+ integration partners in a year" replay ?
Tarak Bach-hamba
thanks a lot @Sunir Shah!
Ebony Vaz - Above Promotions
@channel Any intent-data platforms here with partnerships?
Melissa Kwan (eWebinar)
Does anyone have a standard channel partner and/or affiliate agreement I can take a look at? I’m exploring these channels as options for our company but don’t know much about it yet. Would appreciate taking a look at the terms you guys find important to see what we should be looking out for
Sunir Shah
@Brett Owens you posted some good resources on affiliate agreements at LeadDyno, I believe?
Brett Owens
@Melissa Kwan (eWebinar) @Sunir Shah You bet, here are a couple samples of the agreements I used to use at Chrometa (which Sunir will remember!)

Heads up on both that I'm not actually a lawyer nor did we have a lawyer draft. I just adapted templates from simple partner agreements that I liked. simple_smile

I did just sign a partner agreement for Afluencer, drafted by our partner, that is much more comprehensive (15 pages). Covers liability, confidentiality, etc. In my opinion that's a lot for an affiliate agreement. But depending on legal counsel you can certainly make these templates much longer, if you choose!

Any questions, let me know. At LeadDyno we had our own affiliates living in relative harmony under the 1-pager, which we just had them opt into when they signed up.
Aidan Weinrib
Thanks for posting those examples here, Brett! following simple_smile
Melissa Kwan (eWebinar)
Thank you!! What’s the main difference between an affiliate agreement and channel partner agreement?
Brett Owens
I will be honest, for me it was always a find/replace function rolling_on_the_floor_laughing

Let me ping my friends at Refersion now, they do a nice job with templates as well and may have something they are cool to share. Will let you know.
Saj Salickram
Hi All! I work at Alibaba.com (largest wholesale marketplace) and we are looking for a few key players who have a large US SMB base to partner with. If you have a subset of your client base that would be interested in selling wholesale and are US based, I’d love to chat more on how we can parter, feel free to DM me!
Sunir Shah
Welcome! I see you joined just before this crazy year. I bet you’ve had an interesting 2020 running channel partnerships at Alibaba. simple_smile
Steve Stewart / Smartsheet Channel Chief
Does anyone have a Quarterly Biz Review presentation template they like? . This is for Channel Accnt Mgrs presenting internally to thier Regional leaders / stakeholders. Thanks!
Sunir Shah
Just Linking to Previous qbr thread for when we get this stuff consolidated in a blog post. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1602689290245800
Sunir Shah
I know different context but they are related topics
Leighton Healey
Is there a channel to post hiring/jobs?
Sunir Shah
#jobs and cloudsoftwareassociation.com/jobs if you want it in the newsletter
Sunir Shah
Have a good weekend everyone. simple_smile
Clinton Senkow
Hey just wanted to see if we have anyone from Squarespace in here? Would love to chat about some things Im working on.
Sunir Shah
@Emily Litwin summoned
Sunir Shah
Clinton, are you trying to meet the Squarespace Circle people?
Clinton Senkow
not sure what you mean by Squarespace Circle? Is that some sort of partner program? Sorry not familiar with it.
Sunir Shah
It’s their consulting partner / agency program
Sunir Shah
What is the thing you’re working on?
Clinton Senkow
Thanks for the help Sunir. I’ll message Emily
Sunir Shah
Emily is product; there are a number of other people at Squarespace. It really depends what you want to do and why.
Clinton Senkow
ya for sure more looking for biz dev/partnerships
Clinton Senkow
to talk synergies
Clinton Senkow
product isnt really what Im focused on
Sunir Shah
Like I said, you’re being quite vague
Sunir Shah
It’s hard to help you because I don’t know whom to direct you to
Clinton Senkow
Exploring synergies between us and Influencive and them and then also a consulting client of mine that makjes 4-5 sites on squarespace every month
Clinton Senkow
like I said someone in partnerships/biz/alliances is who I am after not sure how much clearer I can be with that
Sunir Shah
You likely want to start with Squarespace Circle
Clinton Senkow
ya for sure I’ll check into them
Sunir Shah
Once you sign up, they will redirect internally to find the right person on their team.

They are pretty on top of their community; if you don’t connect with a human there let me know.
Clinton Senkow
cool for sure
Clinton Senkow
thx
Sunir Shah
@channel Hey everyone, what’s up this week? (subscribe to our calendar)

THURSDAY 10am pt. Ask @Henry Prevette, Impact anything about “How Impact has grown 40%+ of their global revenue from agencies”.

point_right point_right point_right Register https://us02web.zoom.us/webinar/register/WN_j14cgNfFRvWvdPeOJYfSpg Afterwards, we’ll have our Speaker’s Lounge to ask Henry anything directly for SaaS Connect members. Come join us! https://launchpass.com/cloudassoc/members

MASTERMIND ROUNDTABLES KICKOFF! For SaaS Connect members, we’ve organized Mastermind roundtables kicking off next week on:

1. 2021 partnership planning. How to set a partnership strategy and achieve buy-in and budget heading into 2021.

2. Partner acquisition. Tactics, strategy, tools, and resources to help build partner pipelines, identify the right partners.

Again, come join the SaaS Connect members to participate! https://launchpass.com/cloudassoc/members
Sunir Shah
That’s a new emoji. I like it. simple_smile
Aidan Weinrib
What's your perspective on commission structures during a channel program's first year? At what stage should a partner account manager / bdr be quota carrying?
Sunir Shah
However, more to your question, each quarter you should see revenue growth, but most sales teams spend the first 2 quarters with key objectives are around learning and reducing uncertainty and increasing capability and capacity. Then you’ll have metrics to base direct KPIs.
Sunir Shah
@Cory Snyder could probably give you a better answer, to put him on the spot. simple_smile
Trevayne O’Brien (Skylark Platform)
Following this!
Cory Snyder
Sorry for the delayed response, slack issues. I agree with @Sunir Shah but it also depends on if you are having the conversations with potential partners, have partners already in your system as customer and so on. In addition, how fast can a program can be created and launched. Not to mention the networks of the owners, individual partner managers, sales cycle and such. What is the role of the Partner manager? Generate revenue, recruit partners, account management? All of the above. Is it based on net revenue of managed partners or new revenue with a churn component?

Sorry @Aidan Weinrib for not giving you the best answer. There is a lot that goes into make that decision a fair and reasonable one.

But to answer your question in general terms there would be a ramping period. If they are building their book of partners, ie hunting, then 3-6 month ramp. If given a book if partners 2-3 month ramp.

The length of time the program is irrelevant depending on the way you structure it. If it’s hunting to let’s say 100 partners and that’s the managed book, then you are mainly ramping for sake of them building their book. If you are handing them a book of partners then I would give them a quota right away with a 2-3 month ramp.

Side note, always happy to jump on a call to discuss as well. Not sure if the above helps or not.
Aidan Weinrib
Thanks Cory! These are super helpful benchmarks. Would really love a call to discuss – I'll DM you :)
Asaf Fradkin
Hey everyone #conferences, We at monday are hosting an online event for partnerships!

Which type of partners should you go after and at which point of the channel lifecycle? What does the partner enablement journey look like? And how to create ROI from your advocates?

The online event will take place November 18th, 2020 8:30am Registration is now open and we would love to see you there: https://bit.ly/3o7cbev
Sunir Shah
@channel Join us in 45 minutes to ask @Henry Prevette from Impact anything about how Impact drives 40%+ of its global revenue from agencies. That’s super impressive!

Hosted by @Sue Fernand, one of the top experts at running channel programs I know. :)

point_right point_right point_right Register https://us02web.zoom.us/webinar/register/WN_j14cgNfFRvWvdPeOJYfSpg

If you want to hang out with and talk directly to Henry afterwards, come on over and join the other SaaS Connect members in the Speaker’s Lounge https://launchpass.com/cloudassoc/members
Prateek Bawa
Hello Folks,

How are you all doing good today..

I have a very interesting and important question.

How would you convince/influence a prospective channel/affiliate partner to re-sell your solution/products when he is already doing that for your competitors?

Would love to have your take on this!

Cheers, Prateek
Sunir Shah
Everyone churns. Just talk to them and hear what’s going well and not going well, and stoke the fires you want to stoke.
Prateek Bawa
Thanks @Sunir Shah
Danny Gray
Since there's not much going on in world news this week (stuck_out_tongue_winking_eye) I wanted to share with you details of an awesome free event that Typeform is hosting next Tuesday...

Meaningful by Typeform—a virtual event on November 10

What do an ex-Navy Seal Officer, a gender equality evangelist, and a culture transformation leader have in common? They’re all speaking at Typeform’s ‘Meaningful’ event, next Tuesday November 10. 

With an incredible lineup of speakers and panelists, the one day interactive event will explore how we can create more meaningful interactions in a virtual world. 

Meaningful is free for anyone with a Typeform account (or you can simply sign up for one, also for free). Book your spot here!
Sunir Shah
@channel There’s a practice group of Mac desktop and iOS based software growing in the CSA trying to build a go-to-market strategy together. Anyone else trying to market through the Apple channel? Please reply if you want to be join.
Ryan Badke
Hi all, I’m in the early stages of putting together an internal document on why our company should invest in a partnership with an agency here in Australia. I’ve been working with this agency for 12 months now where we’ve a bit of success with some of their clients. Are there areas, questions or boxes that are absolutely essential to include/consider (I’ve got the potential revenue as a starting point) This is all completely new territory for me and equally, is a new way of thinking about a revenue stream for the business. We’re not a tech company ourselves, we have exclusive reseller rights here in Australia, does this complicate things? Appreciate any insight that can be provided. TIA!
Sunir Shah
I’m having a popup mastermind Zoom call with @Anca Bujor (Unbounce) and @Eric Chan on Tuesday 8:00am Melbourne time about this specifically if you want to join.

(Monday 12:00pm PT if others want to join.)
Sunir Shah
I’ll proactively send an invite, since it’s 3am on Saturday where you are.
Ryan Badke
@Sunir Shah Yeah that’d be great
Evan Radisic
@Ryan Badke I'm working on putting together a session (as part of our Masterminds series) around working with Agencies. I think this is a complex issue that allot of our members are dealing within different categories. More to come on this in full CSA member's area (#members). Would love to take a look at that doc and contribute as you work on it simple_smile
Brett Owens
AWESOME on agencies! Agreed, in our industry there seems to be a lot of potential for these partnerships, we are still finding our way. Glad to contribute.
Alex Glenn
I’d suggest making sure to include agencies. There are too many channel people teaching channel people how to sell to agencies. Our courses and team and mastermind are always half agency-led. That’s our DNA :)
Ryan Badke
Great to hear it’s a hot topic at the moment. It’a definitely an area I see as being under appreciated with lots of upside.
Katie Lambert
Very tactical question for the group today: How do you manage gift addresses? And operationalize gathering them? I have some data privacy lawyers who don’t love storing information that we “don’t need” that is making gift shipping an annual task that everyone dreads.
Sunir Shah
Who are you gifting that you don’t have a business relationship with?
Katie Lambert
We have a business relationship with all of them. The legal perspective is that we shouldn’t be storing addresses beyond the moment that we need them—so, for example, don’t put them in a CRM. I think there’s room to push back but curious about how others are managing.
Sunir Shah
Ah, you’re at Mailchimp. I 100% understand now the hill you’re climbing
Sunir Shah
Well, with tools like Postal.io and Sendoso you an upload the data in there and then scrub it later; separated from your main marketing automation tool (i.e. Mailchimp)
Sunir Shah
If you want to pipeline the addresses outside of your main marketing, you’ll need to collect using a tool like Formstack and push it into these tools separately
Sunir Shah
I’d be more apt to collect through your central marketing tool, and then sweep and destroy the addresses after 90 days
Sunir Shah
However, it’s not clear to me what the privacy implications are of holding mailing addresses if people gave that information to you to ship them an item.
Katie Lambert
Thank you!
Bradley Blinn
Katie, Rybbon (www.rybbon.net) also send digital rewards and we also have an option whereby zero PII information is collected. Feel free to reach out - I’m happy to help you.
Cristina Flaschen
This service is probably too expensive for large-scale gifting, but we use Giftagram for high-valued customer gifts. With the switch to WFH, I wanted to find a service that would collect a home address on our behalf and also send the gift. We’ve used it Giftagram a handful of times and they’ve been great! https://www.giftagram.com/us
Mark Choey
My recommendation is EvaBot https://www.evabot.ai/ amazing, easy to use gift-giving that eliminates many hard parts about gift giving (what to get, entering addresses, etc.)... we used it a lot in the real estate space for gift-giving ... awesome highly recommended!
Aidan Weinrib
To piggyback on @Katie Lambert's question... any great gifting solutions your team uses for sending gifts in US +/ Canada? I'd love to not use Kotis
Paddy McGill (PartnerPixel and Other SaaS Companies)
Have you tried https://www.reachdesk.com? - My friend is the co-founder and I can make an intro if you want simple_smile
Sunir Shah
Summoning @Brian Jambor at Sendoso; @Nick Grant (Postal.io)
Paddy McGill (PartnerPixel and Other SaaS Companies)
@Alex Olley can you help out @Aidan Weinrib with her questions, please?
Aidan Weinrib
Thanks guys!
Brian Jambor
@Aidan Weinrib - Looks like you may have already gotten an answer. For what it’s worth, Sendoso is the only sending platform with exclusive features like our Cameo.com integration. We also have several Merchant partners (Baked by Melissa, Virtual Wine Tastings with In Good Taste, etc.) that you can only access through Sendoso. Let me know if/how I can help.

FWIW, we also use Sendoso to recruit and onboard partners, so happy to share best practices if you would find that valuable.
Aidan Weinrib
Thanks @Brian Jambor! I'll DM you
Sunir Shah
@channel What’s happening this week?

SaaS Connect mastermind roundtables kick off TODAY, we’re kicking off the mastermind roundtables for SaaS Connect members starting with

• Planning partnership strategy for 2021 and achieving buy-in • Partner acquisition strategies and tactics, especially during the pandemic Come join us https://launchpass.com/cloudassoc/members

It’s raining partnership interviews I’m also using this week to catch up editing and posting SaaS Connect videos and a special secret video series on what agencies really think about SaaS vendors. Names are named!

Subscribe to our YouTube channel to get the latest. https://www.youtube.com/c/CloudSoftwareAssociation
Curtis Davey
Does anyone have any partnership contacts at NextDoor? If someone could facilitate an introduction to Alex Burton specifically, I'd be eternally grateful and happy to reciprocate in any way. Thanks all!
Ebony Vaz - Above Promotions
Is there a list of the software companies the members represent?
Sunir Shah
I’m building the member directory. Here’s a slide from our sponsor deck.
Sunir Shah
That’s a sample of the companies in the association
Ebony Vaz - Above Promotions
Ok. I'm looking for software for clients. I asked because I thought I would start here instead of G2 or other sites like theirs.
Evan Radisic
@here We had 3 kick ass sessions this week on Partner Recruitment and Getting buy-in. Can't tell you the value of these conversations. We have more sessions coming next week, this one in particular will be on "How SaaS companies should work with AGENCIES". Only way to take part in these is to become a paid CSA member. ($250/year) Get on it. Membership link here
Pratiksha Dake
Hey guys, I am looking to write a blog post on 'How quota attainment, commissions earned have changed in remote setup during COVID-19?' (Title WIP) Looking for a couple of people to interview about the same. Cheers.
Pratiksha Dake
Please let me know if you'd be interested to share insights from your organization
Pratiksha Dake
and get featured on elevate.so's blog
Sunir Shah
@channel What’s happening this week?

THURSDAY 10am. What will it take for VCs to invest in partnerships?

I’m hosting Tomasz Tunguz, Managing Director, Redpoint Ventures and our friend Bob Moore, CEO, Crossbeam to answer this extremely importing topic.

The pre-interview was very… _interesting._ This is definitely a critical subject for anyone trying to build and grow a partnership team.

point_downpoint_downpoint_downCome join the fun and bring your questions. https://us02web.zoom.us/webinar/register/WN_zcb3Oy_RT4y4tTJW_gqHXQ
Aidan Weinrib
Has anyone in the group worked with a hospitality qualified vendor program as a SaaS product?
Aidan Weinrib
The opp I'm looking at is expensive, curious what factors have been decision-makers for paying up and if there are success stories folks would be open to share
Sunir Shah
What do you mean by a hospitality qualified vendor program?
Aidan Weinrib
Pay to play partnership for a large hotel franchise. There's a qualification/onboarding process and entry fee to become a "qualified vendor" and get multi-channel marketing access to their franchisees.
Danny Deganis
I haven't participated in something like this in hospitality but have done so within the technology industry a few times over the years. IMHO, almost all of your ROI is going to come from direct F2F access to their membership - not happening right now obviously. Does this brand have a LinkedIn Group of other public forum where you can tactically monitor and intercept.

I do have some something we offer to to tech companies that uses Intent Purchase within a closed loop prospecting process, that might be a fit but won't pitch it here. Happy to connect if interested in learning more.
Aidan Weinrib
Thanks Danny - great question! We get access to client lists, not sure about groups/forums. Will definitely look into that.
Doug
I’ve invited a few potential partners I’d like to partner with on crossbeam, however, I’ve learned unless I have an existing relationship, my invites aren’t being accepted, Any ideas/recommendations for cold outreach to potential partners?
Jake Wallace
Are these potential partners on Crossbeam already? If so, maybe Crossbeam could make the intro?
Danny Deganis
Hi Doug,

Our company does this for a living for tech firms. I have a team working with a UCaaS firm entering the US market and about to launch another one for an SD-WAN player looking to do the same - happy to learn more about your solution and discuss strategies if interested.
Dominic Panamkuzha
hello everyone. Anyone in this channel knows any better alternatives to Partnerstack? Any leads are much appreciated. Thank you. simple_smile
Steven Muhr
Hi @Dominic Panamkuzha, I'll be happy to chat with you wink We're a PRM for SMB's
Danny Deganis
Hello @Dominic Panamkuzha have you already developed your partner recruiting and onboarding methodology, performance milestones etc. or are you looking to the PRM to do that for you?
Dominic Panamkuzha
@Danny Deganis hey danny. We've already developed an affiliate program and it has been going on over a year. We are looking for options currently for a better platform for PRM. Partner recruiting, performance milestone will be an added advantage.
Danny Deganis
Thanks for the reply Dominic. Not sure if you've seen this already but hope it helps - https://go.forrester.com/blogs/channel-software-tech-stack-2020-prm-tcma-ecosystem-incentives-channel-data-learning-readiness-and-pricing/ Good luck!
Sanjay Goel (NachoNacho)
hi @Dominic Panamkuzha sendin you a DM
Doug
I’m also looking for partner recruiting. Which PRMs do the recruiting side better?
Dominic Panamkuzha
@Doug Im not sure but as far as I've seen, CJ Affiliate seems to be having a lot of affiliate base which you can recruit from the platform itself.
Dominic Panamkuzha
@Danny Deganis great help from your side. Thank you. simple_smile
Danny Deganis
Happy to help Dominic. Jay McBain is very well informed and connected on all things channel. Would suggest perusing his blog - he's also a super nice guy if you reach out to him for a connect.
Kristin Hagan
@Dominic Panamkuzha I am also doing a PRM evaluation right now. Would be interesting to connect about this and perhaps we could share some joint thoughts after?
Dominic Panamkuzha
@Kristin Hagan Great. We can conect sometime to discuss.
Eliza Tsaliti
Hello! Does anyone know any multi-tiered subscription management system that has the functionality to support the four parties in one chain (SaaS vendor, distributor, system integrator and end-user)? Thanks!
Sunir Shah
This is (in part) what we’re building at AppBind. The problem is that the recurring billing has to be passed through the whole distribution chain, and the customer has to maintain data ownership despite other parties in the middle (by law!).

AppBind sets it up so customers own their accounts and there is no billing integration. We just pass the payments down the chain, allowing everyone to take a margin and add a markup or discount as they want.
Sunir Shah
Your alternative is to pour a ton of engineering resources into building a complex billing and account management solution up front, which then continues to burden support and finance and engineering to manage it, and gums up product management from changing pricing in the future.
Sunir Shah
Your upside to simplifying billing our way is that all of your channel partners have dramatically fewer costs and risks, so they are more likely to carry you forward into client deals and with far less overhead for your partner team to handle operations.
Eliza Tsaliti
Hello, @Sunir Shah! Thank you for your reply! Sounds great! I'll direct message you.
Katrina Paglierani
Crossbeam, PartnerTap, SaaSMax depends on what type of partnerships you are looking for. But, I am sure people can tell you what works best for various purposes here.
Sunir Shah
Hey folks, well look at that! We just cross 2,000 members here!!! It’s been a remarkable year.boom
Jake Wallace
Wow and to think it was just an idea 2 years ago. An idea that I had to convince you to act on. sunglasses
Sunir Shah
I’m lazy
Tyrone Lingley
If Sunir is lazy what does that make the rest of us?
Sunir Shah
Customers
Sunir Shah
AppBind customers preferably. simple_smile
Sunir Shah
Alternatively, drinking buddies.
Tyrone Lingley
When is the next CSA virtual happy hour? We can drink every time Sunir says, "AppBind"
Sunir Shah
I’m thinking Christmas party
Sunir Shah
I usually make mulled wine. Curious how that would work.
Sunir Shah
@channel Hey folks, I have some updates on the SaaS Connect front. We kicked off our masterminds and got feedback people needed more tactical help heading into 2021.

We recruited 2 incredible partnership leaders to help us prep for 2021. You do need to be a SaaS Connect member to benefit.

bulb Join as a SaaS Connect member to benefit https://launchpass.com/cloudassoc/members

PARTNER ATTRIBUTION @Adam Michalski has become a master of partner attribution, given he works at analytics superstar Branch.io. He’s running a 2-part Mastermind workshop on how to do partner attribution

Tuesday, December 1, 10am ptHow Adam set up partnership attribution at Branch.ioTuesday, December 8, 10am pt. Deep dive partnership attribution

EXECUTIVE MANAGEMENT OF PARTNERSHIPS Mark Brigman ran strategic partnerships at Sprint, including winning and managing a $5 billion partnership. Yes, _billion_.

Along the way, he got really curious why only a few of his partnership reps were crushing it, many were middling, and a few never could make a partnership work. He ended up getting a PhD in partnerships, making him Dr. Partnerships.

He runs a popular partnership certification course, Partnernomics. I’ve recruited him to run a 3 part exec bootcamp to prep us all for 2021.

Thursday December 3, 10am pt. What a $5B partnership taught me was the real truth about partnership management _(this is public)_ • Tuesday December 15, 10am pt. How to organize a partnership team’s operations as an executiveTuesday December 22, 10am pt. How to go from strategy to execution with a new partner

OTHER EXECUTIVE MANAGEMENT SaaS Connect 1:1s.. Also on the subject of management, we have 2 public SaaS Connects coming up of interest:

December 14, 12:30pm pt. We’ll be hosting @UJB0C5K43> and <@UV61FTRN0 to talk through their specific approaches to management. “How Chargebee and Mailchimp organized our partnership teams to scale” • December 17 10am pt. Chris Byers, CEO, Formstack talks through “Learning to build a SaaS platform through M&A” calendar Subscribe to our calendar to stay up to date
Sunir Shah
@Tyrone Lingley ^^
Rachel Shi
hi all! calling on the expertise of anyone who may be able to help.

i am currently in the process of creating a brand new channel partner program from scratch at Vidyard for sales trainers to drive growth and get our product in the hands of more salespeople who need to get better at virtual selling fast.

right now i am at the point of having around 20 trainers who are interested in taking part. my goal now is to figure out how to grade these partners in a way that maximizes my time spent with each. already i am noticing patterns of ones that are more strategic that we can do more with, vs more reactive / transactional ones.

my ask: does anyone have any scoring frameworks to better understand how to look at different partners and the associated metrics, activities and benchmarks?

any help is greatly appreciated!
Sunir Shah
I sense you that you already know the answer based on what you wrote but I’m happy to be your sounding board as you talk out your thoughts. I am intensely working on the channel partner problem in general as well.
Sunir Shah
However for the Slack record, there are 2 major metrics. Partner attached revenue (for you) and more importantly service revenue per attached revenue. That is how much money are your partners making for every dollar you are making.

The partners who are scaling their revenue fastest are the model partners you use to recruit and teach other partners to reproduce their results.

A channel program is fundamentally about how much revenue you can make for your partners and how quickly; then you position your product to capture the maximum value within that increased revenue.
Sunir Shah
@Lisa Thoman Lawson is also a good resource on this topic I should say
Rachel Shi
this is awesome @Sunir Shah - i would love to chat. DMing you
DELETE OLD JARED PROFILE
@Kevin Linehan @Nick Salvatoriello eyes - Sunir dropping bombs as always
Sunir Shah
After I started AppBind to fix the friction in the service partner channel, I’ve had the opportunity to really listen to so many companies about what is really happening. I’m happy to pass on what I’ve learnt
Nick Salvatoriello
I think you're absolutely right, @Sunir Shah. I've been out here for a while as well (first on the OEM/ISV side then on the channel side and now back on the ISV side) trying to figure out highest sustaining growth models for successful channel partners. I really resonate with your suggestion of "the model partners you use to recruit and teach other partners to reproduce their results."

Have you experienced doing this by actually accrediting them, contracting with them, or hiring them to do so? I've only ever sought out those bright spots to put them onto our partner webinars and case studies. However for the really dynamic ones, it always made sense to me if we could take it that step further and really incentivize/deputize those great partners to teach others (and support them along the way). However I do worried if too much emphasis placed there would lead to it feeling to the trainees/coachees as a little multi-level-y....

Curious for your thoughts and if you've had any experiences with programs who have dealt with this (and what pitfalls/surprises they encountered). Thank you and have a great weekend!
Sunir Shah
If you’re asking me _personally_, I have focused on products at the low end of ACV ($1k) and I did feel it fit.

This has led me to focus on on prepping each partner 1:1 + precanned content like blog posts and videos and help centre articles.

There are others here with more experience. Summoning @Emily Weiss.

By the way, here’s a great resource from Constant Contact and a prior thread about how they did it.

https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1603207494318500
Sunir Shah
@Kasey Bayne (Pocketed) did you end up doing training for the Beancounters?
Kasey Bayne (Pocketed)
I did! Happy to chat more about this! It’s especially useful to help your “resellers” (in this case at FreshBooks, accountants recommending us to their small biz clients) understand the value for them. I also set up a certification program, worked with their professional association to have it count as annual prof dev hours, and made sure to promote our certified beancounters to help bring more business their way!
Doug
I’m currently using crunchbase pro to identify potential partners. What other data sources or services are others using to find partners?
Jake Wallace
G2 and Crossbeam over here!
Danny Deganis
@Clinton Gatewood @ SaasMax has an incredible engine for identifying highly refined partner personas - have known Clinton for years and we are collaborating on some of my current and future client partner recruiting projects - he's also a solid dude
Sunir Shah
@Elias Ndreu at elioplus.com is another option.

Also Clutch for marketing agencies. Depends on your targets.
Clinton Gatewood
@Danny Deganis Awwww... Thanks Danny. Seriously, thank you and is great working with an extremely experience knowledgeable channel professional and someone who has become a friend. Also love working with the team at Computer Generated Solutions a very professional channel services organization.
Asher Mathew
Whichever route you go, make sure you check the technology profile of all your potential partners to see if they use your competitors technology and / or use technologies that complement yours, happy to expand on this approach if you are interested and there are many others in this channel who can share their experiences with this approach
Alex Glenn
@Doug I believe you are after tech personas so check out Crossbeams published ecosystem (I forget the product name), but if you are also after agency data by vertical, keyword, services, tech they use... we built a template for gathering those personas with emails and LinkedIn profiles:

https://dashdash.com/templates/find-agency-partners
Doug
Thank you for the great resources!!!
Alex Glenn
We also have a PRM in Airtable if you need to manage all of those new leads @Doug :)

https://airtable.com/universe/expvlc9tWwjBlEOXF/agency-prm-from-partnerprogramsio
Dina Moskowitz
HI @Doug if you're looking for specifically for channel partners PartnerOptimizer by SaaSMAX can help for sure.

"PartnerOptimizer is an AI-powered channel partner marketing platform that analyzes millions of predictive company attributes - we help match partners to your ideal reseller partner profile. Once that ideal profile is created, it quickly discovers new “matches” and also identifies inactive or undervalued partners within your partner ecosystem."

Hey @Danny Deganis thx for the shout out!
Chris Samila
@Alex Glenn the website you were thinking of is www.partnerbase.com simple_smile
Alex Glenn
That's the one! thanks @Chris Samila
Chris Samila
If anyone has a listing in that Partnerbase.com website that doesn't look correct feel free to DM and we will get it fixed for you immediately.
Chris Samila
It is a large data set so sometimes the category may not be perfect and we'll want to ensure that is accurate for everyone.
Sunir Shah
Partnerbase is rad. Is it generated by scraping or from the account mapping data set?
Chris Samila
Thanks Sunir! It is not based off the Crossbeam customer data. It is scraped from public sources actually. Supporting a resource like this made sense because it helps the partner community gather more intel to do their jobs better.
Sunir Shah
Thank you for the insight!
Clara Loon
Thoughts on the new MacBooks with M1 chip? Yay or Nah? a) I'm debating between the $1200 MacBook Air 16 GB memory 256GB SSD Storage vs $1300 MacBook Pro 8 GB Memory 256GB SSD Storage. b) Should I not jump the gun on M1 since it's beta for transition and instead get the newest MacBooks with Intel chips especially since Apple or Best Buy will probably offer discounts for the now older generation?
Rebecca O'Kusky
We bought the new M1's for our personal computers at home due to the processing power and additional battery life. We did opt for the additional ram as with the M1 chips you're unable to upgrade your ram later (it's all included in the chip, unlike in previous computers where it was separate and you were therefor able to upgrade the ram components later)
Clara Loon
@Rebecca O'Kusky Air or Pro?
Rebecca O'Kusky
Pro. The air doesn't come w a fan....which worries me for applications that are heavier, like zoom
Rebecca O'Kusky
given we're on it so much now w covid...and given programs will only become heavier and I plan to keep the laptop for some time, the fan is a dealbreaker for me personally
Clara Loon
yeah hours of Zoom daily is a key reason I decided to pull the plug to get a new machine.
Sunir Shah
@channel What will it take for VCs to invest in partnerships? (10am PT TODAY)

Reminder that in 1 hour, at 10am pt / 1pm ET we’re hosting the deservedly famous Tomasz Tunguz, Managing Director at Redpoint and Bob Moore, CEO, Crossbeam (@Bob Moore) to talk through the challenges of convincing VCs to invest in partnerships.

point_right point_right point_right REGISTER TO JOIN. https://us02web.zoom.us/webinar/register/WN_zcb3Oy_RT4y4tTJW_gqHXQ

CONNECT WITH TOMASZ AND BOB IN THE SPEAKER’S LOUNGE AFTERWARD

This is a popular talk. You may not be able to get your question in during Q&A.

You can talk directly with the speakers afterward in our Speaker’s Lounge. Because their time is a limited resource, we’re only making this available for SaaS Connect members.

bulb Tip. Become a SaaS Connect member here. https://launchpass.com/cloudassoc/members
Dina Moskowitz
Great session @Sunir Shah Had to drop off but thanks for bringing @Bob Moore and @Tomasz Tonguz to CSA. Wish I could stay on for the members-only conversation but had to drop. Thx again.
Sanjay Goel (NachoNacho)
Hi'all, I've got a quick favor to ask. We just launched on ProductHunt today. Now that the national elections are over, can we count on one more vote from you? simple_smile https://www.producthunt.com/posts/nachonacho
Shannon K. Murphy
Any good experiences with PR professionals you would recommend? Thanks all!
Sunir Shah
@Anna Julow Roolf summoned
Kasey Bayne (Pocketed)
Has anyone worked with getting an app into the The Heroku Elements Marketplace? Would love to get any tips!
Prateek Bawa
Hello Leaders,

Quick question here !

Do you use any PRM, Channel Management or Integration tools at your organization?

If yes - Could you please put some names here ?

Cheers, Prateek
Bilal Farrukh
Hi Prateek, just curious, what kind of use you have for integration management tool?
Evan Radisic
@here We’re all worried about how we’ll prove our partner plans are going to work in 2021. You need metrics you can trust. Partnerships are hard to measure because they are indirect. But they aren’t impossible. We’ve recruited @UQTU8JK89>, Branch.io to deliver a 2-part Master Class on how to measure partnerships. How do you attribute revenue? How do you report results?  Can’t tell ya how valuable this is.fire If you want in drop a line in the comments. - Session 1: Tuesday, December 1, 10am pt, How Adam set up partnership attribution at Branch.io - Session 2: Tuesday, December 8, 10am pt. Deep dive partnership attribution pushpin You need to be a paid CSA member to take part in these sessions. To sign up as a member go here.
Ashley Hildreth
Sign me up!
Eugene Krimkevich
@Evan Radisic I’m in for 8th if still avail
Evan Radisic
@here Well that was quick! Clearly metrics is a hot topic for 2021 fire. We are full for the above session but we’re opening up two additional spots just to new members. If you want to take part drop me a message. First 2 get in.
Tyrone Lingley
Me me! I can't make the first session, but I can make the second one. Can we watch the first session recording?
Valeri Potchekailov
Hi all, Thanks @Sunir Shah for the invite!
Sunir Shah
Welcome @Valeri Potchekailov!
Alex Glenn
Huge fan of StoryChief - possibly the best SMM tool I've experienced. Welcome @Valeri Potchekailov
Valeri Potchekailov
Thanks Alex!
Alex Glenn
Happy holidays everyone!

I was bored yesterday and had the creative energy to produce a fun Christmas book about Partnerships.

Have a look:
Alex Glenn
Here's the gif if it's easier:
Danny Gray
I'm looking for advice on setting up a Partner Directory, specifically around how partners receive customer leads...

Does anyone have recommendations on how to prevent directory spam without creating the overhead of having to manually check/approve every lead?

Possibly restrict to e.g. max 3 submissions per IP address to limit reach and impact? Any better way without moving to full manual moderation?

Many thanks!
Sunir Shah
Who’s doing the spamming? The so-called customers?
Danny Gray
It's intended for customers but we're seeing spam from people wanting to talk to our partner base, mostly people conducting marketing research studies.
Bradley Blinn
If you have a lot of leads being generated on a daily basis it might be worth investing in moderation. Think about where your lead volume will be in 1, 2, 3+ years as well. If it were me I’d find a way to manually moderate until I’m busting at the seams. At this point in time then, investing in a software solution would make perfect sense. You could outsource this manual work relatively easily as well with minimal cost.
Sunir Shah
@Danny Gray PartnerPage.io has a solution for this; but it requires manual approval
Sunir Shah
Otherwise, I’d increase the barrier to entry by using LinkedIn SSO
Danny Gray
Thanks for these insights @Bradley Blinn!

Makes sense. I think we'll go with manual moderation for now until the volume becomes unmanageable (which will be a nice problem to have in terms of growing traffic and interest in our partner program!).

Mostly wanted to make sure we weren't missing out on some smart way to automate this if any were available.
Danny Gray
Thanks @Sunir Shah! We're working with PartnerPage.io on this at the moment.

We're looking at increasing barriers with additional fields on the contact form but hadn't considered SSO, that's a great idea.
Rachel Shi
HUGE props to @Kasey Bayne (Pocketed) who just shared a wealth of her expertise in channel partnerships from her time at freshbooks! i love this community so much! thanks @Sunir Shah for the connect simple_smile
Sunir Shah
@Rachel Shi Can I quote you on that? simple_smile
Sunir Shah
thank you. simple_smile
Kasey Bayne (Pocketed)
Loved our conversation, @Rachel Shi! Thanks for the intro @Sunir Shah nerd_face I could nerd out on this stuff all day!
Sunir Shah
I keep hiring you for a reason.
Sunir Shah
@channel What’s up this week?

------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------- PUBLIC EVENTS THIS WEEK

calendar THURSDAY, 10am. What a $5B partnership taught Mark Brigman about partnership management

Mark Brigman, Partnernomics ran strategic partnerships at Sprint, including winning and managing a $5 billion partnership. Yes, _billion_.

Along the way, he got really curious why only a few of his partnership reps were crushing it, many were middling, and a few never could make a partnership work. He turned this into a popular partnership certification course, Partnernomics

I’ve recruited him to run a 3 part exec bootcamp to prep us all for 2021. The first session is open to everyone this Thursday.

point_downpoint_downpoint_down REGISTER. Thursday December 3, 10am pt https://us02web.zoom.us/webinar/register/WN_P8FNxpCkQsqWU8bM52Yuwg

------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------- SAAS CONNECT MEMBER EVENTS THIS WEEK (join here)

MASTERCLASSEScalendar TOMORROW 10am pt @Adam Michalski answers the seemingly unanswerable: How do you prove to your boss that your partnership programs are working? He’s doing a deep dive into partnership attribution and metrics. • calendar FRIDAY 10am pt @Alex Glenn summarizes the 2020 epic accelerator he ran on starting and growing a partner program targeting agencies, “Why agencies hate working with software companies and what you can do about it” @Alex Glenn is starting his next accelerator soon. I twisted his arm into offering SaaS Connect level members ofr the CSA 50% off their training package and 30% off their accelerator. I really love what he’s doing. I recommend it personally whether in my role here at the CSA, at AppBind, as just Sunir.
Brooke Holmes
Hiya friends! wave Longtime stalker/appreciator, first time poster.

I manage a facebook community (made up of 2,300 people globally)  that to date has been currently exclusive to the customers of our SaaS company.

Two questions: • How have others achieved success in driving membership of customer only communities? • Has anyone made the transition from a customer only community to opening up to trialists? How did this go for you? Thanks in advance!
Scott Saunders
Brooke, My question is; why is a trial necessary if you have a community of over 2,000 users. It would seem multiple use cases will satisfy any questions? Am I missing something?
Brooke Holmes
I am exploring how we can grow our company as a reason people choose and stay with us -Community becoming an indispensable part of the Practice Ignition experience.

I think there is opportunity to embrace our trialists (those who are in a trial period of using our software) into our community as a way to encourage conversion. I suppose it’s a ‘belong before you buy-in’.

I know there’s pros and cons to customer only vs open communities, so was keen to hear if anyone had a similar experience. simple_smile
Kyle Spencer
Hi, Brooke! Good questions. How do you engage with your community?
Bradley Blinn
Just a quick thought/comment: maybe create a community of just your trialists. This way your staff can engage with these people. My concern with having all your trialists engaging with your longtime members is that there could end up being a lot of newbie questions being posted that might get tiring and frustrating with your expert members. Food for thought!
Kelly Sarabyn
I think one way to try this is to have rather strict requirements around who can join as a trial member - ie make sure that they fit the profile of a likely buyer before letting them join. You can also implement posting guidelines- you can make a rule saying trial members can only comment on other posts, not create their own, for example. That way they can check out the community without disrupting it too much/changing its nature. You could test this with a batch of 'ideal' trial members, and see if it does indeed increase conversions, and if it does, fine tune which trial members can join and on what terms from there.
Rachel Fisch
I didn’t realize the group was limited to paying customers. Question for you: will “allowing” trialists into the group change how you currently manage this group? If so, how?
Christine Brennan
Content is king !
Wesley Coelho
Anyone have experience with selling through partners in China? Let me know if you'd be up for a call to share your experience. At Tasktop we're looking to close our first resale-type deal there and need to know how to navigate the additional customs partner involved.
Trevayne O’Brien (Skylark Platform)
Yes - via Huawei and HKBN JOS group
Derek Vollebregt
Key thing is getting around the firewall so you may need a CDN partner
Wesley Coelho
Hey thanks for the replies Trevayne and Derek -- I'll reach out to you directly
Sunir Shah
@channel Tomorrow, we have the pleasure of inviting Mark Brigman, Partnernomics. He managed a $5 billion partnership at Sprint. With a partnership that size, he really had to dig into his own team to figure out what made high-performing partnership managers succeed and what was happening with those underperforming.

Come join to ask him anything live tomorrow at 10am pt. Register here https://us02web.zoom.us/webinar/register/WN_P8FNxpCkQsqWU8bM52Yuwg
Kelsey Peterson
Can't make this time but would love the recording!
Sunir Shah
register and i’ll send the recording
Eugene Krimkevich
Hey folks - anyone here who has successfully navigated Salesforce AppExchange and used it to drive leads and engagement with SFDC’s field? Trying to gather some early intel on how best to approach our strategy there and haven’t worked within that ecosystem before. Any pro tips and tricks are much appreciated. Especially curious what one could do to rise above the noise since it’s such a saturated marketplace.
Sunir Shah
We have a #salesforce channel btw, we should light up again
Sunir Shah
But by all means, let’s keep this thread going here.
Sunir Shah
@Gabe Caldwell summoned
Alex Siegler
Hey @Eugene Krimkevich - welcome to the Salesforce world! The most incredible resources for this are gtmguides.com and the webinar series from Code Science: https://www.codescience.com/acting-like-a-top-25-salesforce-isv
Eugene Krimkevich
@Alex Siegler Thanks for the resources, super helpful! Looking forward to digging in.
Gabe Caldwell
@Eugene Krimkevich Happy to connect & discuss - send me a DM :+1:
Sunir Shah
@here We’re on with Mark Brigman, Partnernomics at 10am pt this morning. When he was at Sprint, he oversaw a $5 billion partnership with Ericsson to outsource their entire network operations, spanning thousands of employees.

The amount of risk and trust necessary to make this work was… intimidating. But Mark, a former U.S. Marine, has a particular way of thinking. He dove in and analyzed this incredible data set, and went on to get his PhD in partnerships. He may be more of a partnership nerd than I am!

I asked “Dr. Partnerships” to speak to us because very few of us have the opportunity to learn partnerships at scale the hard way like he did, but we can all benefit from his journey. :)

https://us02web.zoom.us/webinar/register/WN_P8FNxpCkQsqWU8bM52Yuwg
nick thomas
I missed this webinar - would it be possible to listen back somehow?
Derek Vollebregt
Question for the group - is there an easy glossary on partnership acronyms out there in terms of partnership types?
Kelly Sarabyn
Is this the type of definitions you're looking for: https://blog.crossbeam.com/partnerships-101-isv-vs-var-vs-si-vs-msp-vs-oem
Orly Halpern (Chartbeat)
+1 i was about to share the exact same article
Derek Vollebregt
Thank you @Kelly Sarabyn
Reid Robinson
Thought I recognized that face. Hey @Derek Vollebregt!
Taylor Martin
Such an amazing interview! Thank you @Sunir Shah and Mark Brigman.
Heather Delleney
+1 - Thank you @Sunir Shah!
Sunir Shah
My pleasure!!
Carina Shahin
Will you be sharing the recording? @Sunir Shah
Sunir Shah
Everything goes up on https://youtube.com/c/CloudSoftwareAssociation so please like and subscribe and click the bell and whatever other ablutions the god of YouTube demands
Sunir Shah
thank you!
Dina Moskowitz
Hey Sunir is there a recording?
Sunir Shah
we post everything https://youtube.com/c/CloudSoftwareAssociation. Please like and subscribe. simple_smile
Sunir Shah
We’re getting better at edit + publish cycle time. Should be out early next week.
Tyrone Lingley
Really insightful session @Sunir Shah thank you for always over-delivering value to the CSA!
Sunir Shah
thank you!
Sunir Shah
@channel Hi folks, that was a great discussion. Thanks for the kudos everyone. I absolutely love nerding out about partnerships with Mark. I did that one for me. :)

But, now back to serving you! We are continuing the discussion with a deeper dive, and TACTICAL approach in his two upcoming sessions:

1. Tuesday December 15, 10am pt. How to organize a partnership team’s operations as an executive  2. Tuesday December 22, 10am pt. How to go from strategy to execution with a new partner  If you are interested in attending these sessions please REPLY BELOW point_downpoint_downpoint_down. @Evan Radisic will hook you up.
Lauren Mason (Buildium)
me, please!
Mariia Onyshchenko
count me in!
Jeff Burak
me too
Steven Muhr
Me for session 2 please simple_smile
Yoni Balan
Yes to both. Thanks.
Stacy L. Carlson
I’m interested in both.
Curtis Davey
Would love to attend session 1
Zach Svendsen (Tipalti)
In please
Tyrone Lingley
yes
Tehsin Daya (Groove)
Yes please
Greg A. Lato
Interested in both please!
Marc Fortin
Yes please!
Mark Sullivan
I’ll take 2, please.
Jesse Rivera
Does anyone have experience with exponentially growing tech partner referrals in large ecosystems? Specifically low ACV with super short sales cycles. For example, going from 100 referrals a month with each strategic partner to 1,000. Would love to discuss if so and learn what strategies you leveraged to make this happen!
Sunir Shah
Yes, but I’m not sure we’ve dug deep on that subject.

Some resources touching on this.

How to launch a tech partner http://www.cloudsoftwareassociation.com/2019/07/11/the-complete-integrated-partnership-launch-checklist/

How @Raphael (Aircall), Aircall structured an SMB tech partner strategy (I cannot recommend this enough) https://www.youtube.com/watch?v=OZZURzld4Pk

How @Jake Wallace and @Rajiv Ramanan used account mapping to grow their relationship https://www.youtube.com/watch?v=VBGHOWg1sz4

And my hearts won system to measure and pipeline relationship marketing https://youtu.be/fmnXrarKkJg?t=2075
Rajiv Ramanan
i love tha spiration to go from 100 - 1000 every month!!!
Jeff Mattan
Question: Who can share their experience leveraging AWS with a traditional reseller channel? I own the traditional channel program and the owner of our technology partner program approached me about selling via AWS in a way that allows our current resellers to take a cut. I'm for it, haven't worked extensively with AWS and typically professionally skeptical. As a result, I'm thinking about channel conflict, process flows and the partner experience but it seems like a great opportunity. Who can clue me in on this? Thanks in advance.
Sunir Shah
@Kiran Elengickal summoned
Sunir Shah
@Jason Breed might also know?
Sunir Shah
@Aaron Verstraete as well
Jason Breed
@Jeff Mattan happy to help here. We’ve done extensive work around AWS and can help you navigate.
Jeff Mattan
Thanks Sunir and Jason. @Jason Breed when is a good time for a call? We can take off line to coordinate but I thank you for helping.
Kiran Elengickal
Hey @Jeff Mattan Hope I am not late, Happy to help on this. This definitely possible and an approach that AWS encourages ISV's to work on to help sell. Once you set up your product in the Marketplace. They even push AWS Technology partners to work with ISV's to resell.

Please ping me, happy to share more details.
Dina Moskowitz
Hey @Jeff Mattan! Great to see you back in action. simple_smile

Food for thought. AWS has something like 6k partners WW right now - but not all are going to be the right/optimal ones for you. It might be better to know the range/volume of AWS partners that are ideal before you invest too much. PartnerOptimizer's db already has many of them profiled by their broader business attributes (solutions, services, product types, customer focus, tech stacks, certifications, business company type, etc,) and we can help you do that hyper-targeted discovery beyond what you'd learn about partners from the AWS directory. That said, if your hypothesis is that all AWS partners are ideal for your solution, then ignore this and "spray and pray" away wink
Jeff Mattan
Thanks @Kiran Elengickal and @Dina Moskowitz! I'll be following up offline with both of you. Also, @Dina Moskowitz I am speaking with Clinton in 2 minutes for a catchup we've had on the calendar for a month.
Dina Moskowitz
Hah... ok cool! He didn't invite me disappointed
Dina Moskowitz
Hi Everyone & #jobs #general - I've been asked to float this Channel Sales job opening. The product looks pretty cool and timely- a contactless thermometer station. If you are interested in applying, please DM me directly and I'll put you in touch directly with the right person. https://angel.co/company/wello-7/jobs/1029751-partner-manager
Sunir Shah
@nick soderstrom ^^ please post
Dave Weinberg
Hey everyone,

I'm hosting events in the Partnerships community on Upstream. The first event is Exponential: Partnerships in Peace on Wednesday, December 9 at 1pm ET. It's 15 minutes (timer and all), 1 on 1 video matching, and super fun. Would love for you to join if around.

I'm a bit obsessed with Upstream, a new virtual socializing product. Sort of like the 20-30 minutes before a panel / fireside chat / etc where you meet new people and network.

Here are the direct links to join our upcoming events and community on Upstream:

Partnerships in Peace with Eli Mandelbaum -- Dec 9 1pm ET • The Power of Flow with Noah Mishkin -- Dec 15 6pm ET • Education at Play with Brad Schenker -- Dec 17 6pm ET • Culture with Sharon Feder -- Dec 22 1pm ET Make sure to open on your phone to join the community and RSVP.

Come if you can!

Dave Weinberg
Greg A. Lato
Has anyone found any useful tools for managing the process of partner co-sell account mapping? In the past this has been a manual spreadsheet based approach for me and my team, scrubbing lists of accounts with partners to identify low hanging accounts for co-sell introductions. Earlier this year I half built a solution for this using an online spreadsheet, but it didn’t scale. Looking to see if anyone in the community has found anything to automate the labor intense process.
Sunir Shah
Hi Greg, the good news is yes!. The bad news is you just wrote basically the first 10 seconds of a TV ad for any of Crossbeam, @Sean Blanda (Crossbeam) Sharework, @Simon Bouchez (Sharework) and Cosell, @Pete Ryan so prepare thyself to be sold by eager account mapping vendors. :)
Sunir Shah
We have customers who use all 3 here in the CSA. I’m sure they can chime in.
Danielle Simon
I second @Pete Ryan
Greg A. Lato
Thanks @Sunir Shah, does anyone have any experience with PartnerTap? They are another cloud platform doing this that I recently discovered.
Trevayne O’Brien (Skylark Platform)
Does CSA we have a list of recommended tools? I'm in the market for some other tools such as the one Greg asked.
Sunir Shah
Aye, we should make one. It’s on my list
Sunir Shah
A list of lists of lists of lists
Sunir Shah
Would you be willing to take the lead? We probably could start with a spreadsheet and recruiting advice. @Kelly Sarabyn is also running a survey on it.
Kelly Sarabyn
Thanks Sunir - @Trevayne O’Brien (Skylark Platform) our survey is here - https://pandium.com/resources/partnership-software-survey/ - if you take it you can get an early copy of the book, "Partnership Tech Stack: Vendor Review," which will include info on all the vendors as well as how the different types of tools work together/what specific needs they are meeting.
Kelly Sarabyn
@Greg A. Lato in our research we found for account mapping the tools that Sunir mentioned plus PartnerTap and Partnered.io. As for PartnerTap specifically, I think its strength is its CRM to CRM integration and that it matches partner sales rep. CRM to CRM integration can really increase adoption simply bc people don't have to leave where they are already working. Another factor to consider when choosing an account mapping software is how many of your potential partners are already on that particular platform - because while you can invite potential partners to your vendor, they may not take you up on it.
Whitney Campos
I am curious do Mater Agents typically work with Agencies? If so, in what capacity?
Sunir Shah
What kind of agencies?
Sunir Shah
For others, if you’re not familiar with Master Agents, here’s a video we did on them. https://www.youtube.com/watch?v=U-GC0Ne81sQ
Whitney Campos
This second video is exactly what i was looking for, thank you.
Bharat Chopra - orangeKarma
Hi all — LeagueApps is looking for a Developer Advocate to help youth sports technology companies build integrations onto the LeagueApps platform. If you are interested in working with the best community in the world - local and youth sports organizers - as they create amazing sports experiences for their members... then take a look at this job description and reach out to me! And specifically to this group, please do share with any people you think would be interested. We’re based in NYC but open to remote.
Ryan Lunka
Hey folks! We’re doing market research and planning to turn around a report discussing the results. It would be super helpful if you could take 5 minutes to complete the survey. I promise it’s 5 minutes or less and any type of professional who as a relationship whatsoever with integration is a good fit--even if you don’t know much about it. We’re giving away gift cards through a drawing too. Thank you so much! https://forms.gle/8L4D5B1M1QQadcfb7
Danielle Simon
Asking a live running question that is in discussion in my company, which is a Series B startup that has just completed the first year of having a partner program. Does it make sense for partnership/channel team to roll into sales or the operations departments? Both? Curious what you guys have seen work.
Kelly Sarabyn
Danielle, what type of partnerships do you focus on (agency resellers, technology partners, SIs, referral etc) - I think that's very helpful in answering where partnerships should ideally report. Another important thing to think about is what executive in the company is most excited and knowledgable about partnerships. Technology partnerships should ideally report to product IMO but if the CMO really understands the short and long-term growth opportunities of tech partnerships and the product leader does not then marketing might be the better fit in that case.
Stacy L. Carlson
I know Crossbeam did a paper on this, and if I remember correctly, the majority were under marketing; however, I don’t think there is a “right” answer for this. I agree with @Kelly Sarabyn (HubSpot) on her point about who is more excited and understands it better.
Danielle Simon
Thanks ladies. We focus on MSSP, resellers and consulting partners.
Danielle Simon
Technology partners will become more of a focus in the future, but for now we are on the services side of the business.
Danielle Simon
My operations executive is most excited, but I think there is more alignment with sales. My thought is perhaps the partner program is owned by operations and represented at an executive level from this standpoint, but the deliverables are to sales/pipeline...It's not pretty though.
Sunir Shah
I think Channel Sales can report to Sales, if your deliverables are just raw Partner Qualified Leads
Sunir Shah
My bias is that partnerships is a marketing effort; but I also don’t like sitting in the sales team personally.

In this view, channel is a marketing game first, then a sales game. In that sense, your goal in my opinion shouldn’t be to line up a handful of channel partners, but to get every service partner out there aware and exited about you.

However, under sales it’s fine. You’re just running the double-pipeline: first, outbound sales to acquire partners and second, inbound sales to cosell to their clients.

The conflicts that seem to keep coming up in CSA conversations is that sales doesn’t understand the partner is not a customer, so it is a two-part funnel, the first part has zero revenue and all cost.
Danielle Simon
@Sunir Shah I agree - and sales alignment is most natural and clean for me. All the processes and alignments with sales are built already and running.
Danielle Simon
I'm suffering a bit from not being managed directly by sales or having an executive at the table that represents channel.
Danielle Simon
Feel like we have all seen it before
Danielle Simon
Rolling into marketing wouldn't work where I'm at now, but I like that idea very much. Makes perfect sense
Abe Stein
If your focus is on “MSSP, resellers and consulting partners.” I would recommend channel rolling into sales. Very hard to ensure alignment around quotas and all the legwork that goes into getting partners to really sell. Its hard to build in that discipline and reliably find the right team members outside of your sales org. Partners rolling up to marketing makes sense for affiliate and agency programs, but I wouldn’t recommend it for resellers. And while these sorts of partnerships require heavy involved across your org from training to integrations to marketing, your gonna want somebody with quota carrying partner sales experience leading the push.
Kelly Sarabyn
Is there a way you can educate/onboard the sales leader in your organization? Maybe with the help of the operations exec that already gets it. It sounds like reporting to sales would be the best structure for you at this time - can you try to pitch the sales exec of the value and then walk through how it would work/what revenue could be derived so they start to take a vested interest/ownership (esp as they see clear results)?
Sean Blanda (Crossbeam)
Some research that may be helpful:
Sean Blanda (Crossbeam)
Danielle Simon
Thanks all for the suggestions. Likely no decision will be taken before January but this is helpful foster a good conversation.
Asher Mathew
+1 to Jake, at Series B each function is figuring itself out and you should build the function separately and then merge it at a later point in time with sales or marketing if needed.

It also depends on which line item on the P&L you are paying for this team, S&M, R&D, COGS…
Danny Deganis
Hi Danielle,

Couple thoughts; does your direct sales and channel sales team sell together or against each other presently - are their comp plans aligned? At the stage your company is at, it is common to book revenue wherever it comes from with little care for how it impacts your channel brand and team morale. If your company sells both directly and indirectly, I think it is best to have channel under Sales and hope that they gain their voice so that you don't have pitched battles taking place over deal/customer ownership - and if you do the drama stays within the department for resolution and doesn't spill over to other parts of the company. That said, there are some strong reasons to have the non revenue bearing Channel folks align to Operations because with a strong and passionate executive sponsor in OPs, you can really instill some great CX process within your GTM - Sales execs tend to be less interested in this as they push to build revenue - hope this helps
Danielle Simon
@Danny Deganis you have captured the dilemma very well - thank you for the thoughts. While we are not completely net neutral, sales owns all the opportunities so they get paid no matter what channel brings to the table on total revenue (they take a slight ding on the overall selling price). The bigger challenge I have had all year is not having representation at the executive level by anyone who has built channel before (I'm the only person at the company with that experience, but I'm only a Director level). Lots of responsibility for me but no authority. Lots of opinions from superiors, yet no one wants to really own partnerships. My meeting is today so let me see what progress I can make. Thanks everyone!
Stacy L. Carlson
@Danielle Simon Sending positive thoughts for your meeting today!
George Kyriakis
Great topical question @Danielle Simon Great responses above but I'll add a few things: I've run partner teams that have reported into marketing and sales and the COO (who oversaw, sales and operations). - get alignment on what the KPI's are that measure yours and your teams success. This is your opportunity to lead by telling the exec what you think those KPI's should be based on the type of partners you're focused on and where their value comes from (ex. trackable acquisition from them, leads from them, product integrations from them). That will make it obvious where you should report. (ie drive your own destiny). I've found that reporting into sales AS LONG as we are aligned on realistic KPI's works best and gets you the most resources. At FreshBooks, I report to the CCO who oversees Sales, BD and Support. I have api leads on my team which connects us to Prod Dev org and partner marketing dotted line to me so we are connected to marketing. Works well over here but align on KPI's and support from your boss. I can tell you horror stories too, but that it's another topic for another day simple_smile
Danny Deganis
Danielle - Given the importance of subscription renewals, maybe you could suggest that Direct sales get the ($ ding) back upon renewal for Channel deals so there is less hostility. Ideally, management sees the leverage value in Channel and looks beyond the end of their noses. Investing now in double comp so that the clans unite so to speak is perhaps one of the best ROI decisions your leadership team can make. Good luck today!
Danielle Simon
Thanks all for the ideas and support! Meeting went well and while we don’t have it all figured out today, I’m fortunate to work with openminded execs that are willing to always improve and solve issues. Hey if building a scalable channel program were easy, I would probably get bored. Thanks again!
Danielle Simon
@Sunir Shah Thought of you when reading "Your Partnerships Team Should Report to Marketing" on Crossbeam's blog
Sunir Shah
I think this article is still focused on operational alignment, which is 80% of it.

I wish he touched on the real reason. I am focused on winning the market for the company, so I want the levers necessary to do that.
Dina Moskowitz
Hey Everyone...If you have or are building a channel partner program (of indirect sales partners) and need training or to train your colleagues, this Channel Training & Certification course by Chanimal is the most comprehensive online course available today. Currently there's 40% off holiday special to sign up. And if you use the promo code SAASMAX15 you would get another 15% off.

Ted Finch, who runs it, has helped more than 400 B2B companies build their partner programs with best practices. The course, which is taught by him, is filled with really important and tried and true strategies, templates, methodologies.
Scott Edmonds
@Alexander Shyshko!!
Sunir Shah
@channel Coming up NEXT WEEK, two incredible talks, 10 times the amazing partnership executive power!

MONDAY 12:30pm PT. How do you organize a partnership team to scale? (with @Eric Chan @Joni Deus)

Two very successful SaaS companies with two very success SaaS partnership leaders. But they have two different partnership organizations dealing with two different circumstances. Come join us in conversation to see where these two partnership execs agree and disagree about the right way to run partnerships. Bring your questions, too! We’re all doing 2021 planning. Their experiences may help you figure out your own puzzle.

REGISTER https://us02web.zoom.us/webinar/register/WN_Q3CCxHbaSli-utXMF0DIyg --------------------------------

THURSDAY 10am PT How Chris Byers of Formstack learned to build a SaaS platform through M&A (with Siddharta Aggarwal, Google)

As @Gabe Caldwell Caldwell, formerly WebMerge and now Formstack, can attest, Formstack has had a very successful run acquiring companies to extend their platform. Mergers and acquisitions are frought with risk, but somehow Chris Byers, CEO, Formstack has figured out how to repeatedly succeed and build a happy, thriving company out of many.

REGISTER https://us02web.zoom.us/webinar/register/WN_EHWGcqblQj2K8ApNH5mYDA -------------------------------

PLUS for Executive Members only

TUESDAY 10am pt Mark Brigman, Partnernomics is back for a Masterclass. “How to organize a partnership team’s operations as an executive”

It’s full, full, full, but if we’ll open 2 seats for new members if you join as an Executive Member today!

And just WHY is there no airhorn emoji?
Sunir Shah
@channel What’s up this week? We have 2 big talks.

firefire TODAY 12:30pm PT. How do you organize a partnership team to scale? (with @UJB0C5K43> <@UV61FTRN0)

Two very successful SaaS companies with two very success SaaS partnership leaders. But they have two different partnership organizations dealing with two different circumstances. Come join us in conversation to see where these two partnership execs agree and disagree about the right way to run partnerships. Bring your questions, too! We’re all doing 2021 planning. Their experiences may help you figure out your own puzzle.

REGISTER https://us02web.zoom.us/webinar/register/WN_Q3CCxHbaSli-utXMF0DIyg

--------------------------------

THURSDAY 10am PT How Chris Byers of Formstack learned to build a SaaS platform through M&A (with Siddharta Aggarwal, Google)

As @Gabe Caldwell Caldwell, formerly WebMerge and now Formstack, can attest, Formstack has had a very successful run acquiring companies to extend their platform. Mergers and acquisitions are frought with risk, but somehow Chris Byers, CEO, Formstack has figured out how to repeatedly succeed and build a happy, thriving company out of many.

REGISTER https://us02web.zoom.us/webinar/register/WN_EHWGcqblQj2K8ApNH5mYDA
Dina Moskowitz
Great programming @Sunir Shah
Sunir Shah
Thank you! simple_smile
Sunir Shah
@channel Whoa… we have some exciting news! We have now more than 100 Executive Members of the Cloud Software Association.

We really appreciate your support! It takes a lot to run the association; the memberships help us keep building.

Come join us! Executive Members get to hang out with our speakers, get exec training, and more. https://launchpass.com/cloudassoc/members

And thank you @Evan Radisic for making it all possible!
Marc Fortin
Hi Folks! I am the Director of Partnerships at an early-stage company that is trying to bring some organization to the massive amount of incoming requests we're getting for software integrations. Some of it is purely inbound inquiries and lots of it is coming directly from our sales org. Does anyone know of some good articles/templates related to best practices around operationalizing this? (ie. assessment matrices, intake forms, general principles, etc.)
Sunir Shah
are 2 good resources
Kelly Sarabyn
Not an article but from experience, I have seen public intake forms (on a company's website) with any variety of the following criteria: company name, company size, customer base size, average deal size, sales process, proposed integration, biz dev +-developer contact person, strategic/brand overlap - the form then leading into conversations with a partner manager and possibly account mapping if the potential partner scores high on the form and a self-serve partner portal if the partner scores lower but is still suitable for being a partner. If you're being inundated with requests you think would be good fits, you can also look to how many dev and biz dev resources they are going to commit to the integration/partnership -potentially by charging a fee, rev share, or requiring a mandatory marketing spend in addition to them building the integration.
Jason Breed
quick answer: require every new integration request to come with a client simple_smile. Hey @Sunir Shah I thought the discussion with Freshworks would be good here too. Do you happen to have the link for that one? He walked through his process pretty well I remember.
Jeff Burak
Many of the survey solutions, like alchemer (previously SurveyGizmo) enables the collection for information and passes into the platform for your access. I used this when I was at SurveyGizmo. I created a simple survey - sending inquires a link. The form had about 5 elements that helped me determine if they were worth connecting with.

Company information, How would working with you help their business, their business model, etc.
Sunir Shah
@Jason Breed Good point. Here it is https://www.youtube.com/watch?v=VBGHOWg1sz4
GJ - Apideck
We offer integration request management on our Ecosystem product for free (including 14,000 integrations)
GJ - Apideck
+ an integration request form you can easily share with customers and leads E.g., https://marketplace.fuze.com/request
Marc Fortin
Wow, this is incredible everyone thanks! This is why I love this group so much.

Thanks for the support pray @Sunir Shah @Kelly Sarabyn @Jason Breed @Jeff Burak @GJ - Apideck
Bradley Blinn
@Marc Fortin how many incoming requests are you receiving per day or week. That might help people further qualify their answers / suggestions.
Marc Fortin
@Bradley Blinn At least about 15 per month. Relative to our dev team size it's quite a bit. We're potentially going to look into 3rd parties who provide this kind of service. I've heard of a few SaaS companies who have benefited from doing this.
Orly Halpern (Chartbeat)
Hi partnership leaders, we are exploring our first one-sided in-product integration with a partner (e.g., pulling their data into our product) in a while and are starting to think about how to monetize — curious how you all think about driving revenue/impact from integrations (referral $, upsell $, NRE costs upfront payment, marketing/promotion, etc.) and what are the key factors that determine which approach to take
Jeff Burak
IF this is specific on a per account basis - charge the customer for the integration. Even if you're not doing the work - it taxes your systems to include.
Jeff Burak
Also - IF that integration partner has customers that would be a great fit for you - work a referral arrangement for new busines referrals.
Orly Halpern (Chartbeat)
Thanks, Jeff. Some follow up questions: (1) Re referral arrangement - would that be more of a pure-play sales referral program (given that the integration is in our product vs. theirs)
Orly Halpern (Chartbeat)
(2) If this is for the full customer base (vs. on a per account basis), are there different approaches you would take to monetize?
Eugene Krimkevich
@Orly Halpern (Chartbeat) The main way I’ve seen these sorts of one-off “import” integrations monetized is 1) indirectly through referrals 2) as Jeff mentioned above, some kind of “premium” designation that you charge for per account that wants it, or even roll into its own upsell feature tier if it’s significant enough or 3) a dynamic where your investment is the build itself, and the partner’s investment is in driving awareness/marketing campaigns. More detail on the integration dynamic would be helpful. If your need for the integration is greater than your partner’s (I’m assuming that’s the case given it’s not bi-directional), the partner’s motivation to refer isn’t that high. If the agreement was that you build but they market the heck out of it, that’s certainly better.

Something to be mindful of - if you intend to charge customers a premium fee to activate on an account basis… they may not like it. They’re already paying for both of your solutions, so you should have a clear justification for the upcharge (e.g. significant infrastructure costs to service all the additional API calls). Segmenting it into a premium feature tier helps obscure that a bit.
Sunir Shah
@channel TOMORROW 10am pt join us to ask Chris Byers, CEO, Formstack anything.

Every SaaS partnership professional will eventually end up in a mergers and acquisition (M&A) conversation. What are you supposed to do?

He’s run one of the most successful M&A programs in the SaaS industry, scaling the Formstack platform and revenue significantly through this strategy.

And he’s figured out how to build a cohesive whole post-M&A.

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_EHWGcqblQj2K8ApNH5mYDA
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey everyone, are there any partner managers/marketers in here that provide a software solution for Writers, Speakers or Course Creators? I'm working with a well respected digital influencer in the author and digital content space.

They are looking to expand their tech partnership stack and promote it to their audience.

Please feel free to contact me if this sounds like a fit!
Aidan Weinrib
on the course creation side, there are a couple folks from Thinkific @Emily Weiss
Paddy McGill (PartnerPixel and Other SaaS Companies)
Thanks @Aidan Weinrib simple_smile
Alex Glenn
Verblio.com @Paddy McGill (PartnerPixel and Other SaaS Companies)
Alex Glenn
Let me intro you if you think it’s a good fit
Paddy McGill (PartnerPixel and Other SaaS Companies)
Thank you sir ill take a peek
Rahul V puttalath
Dear all, Today, we are hosting an interactive webinar on "Enabling product-led growth to your modern SaaS businesses"star2

spiral_calendar_pad Thursday 17th Dec 2020 alarm_clock 5.30-6.00 PM IST, 1.30 PM CET, 7 AM EDT

black_right_pointing_double_triangle_with_vertical_bar Save your seat here https://user.dashfrugal.com/webinar-product-led-growth
Sunir Shah
@channel In 15 minutes, We’re on with Chris Byers, Formstack and Siddhartha Agarwal, Google Cloud. Every partnership leader will eventually face a merges and acquisitions (M&A) conversation. Are you prepared? We’re talking how Formstack scaled to $50M ARR through a successful M&A strategy.

Come join us and ask Chris anything. https://us02web.zoom.us/webinar/register/WN_EHWGcqblQj2K8ApNH5mYDA
Sunir Shah
Hey everyone, I was reflecting on this year and I had a very special holiday message from the CSA. What is the true meaning of partnerships?

p.s. Please bring your own mulled wine. Open bar service will hopefully resume in 2021.

https://youtu.be/X37Z1iHQqww
Evan Radisic
@here

THIS IS ON TODAY. We have a select few spots open to general public.

Plan your integration strategy for 2021pushpin

We’ve asked Ryan Lunka from Blended Edge to take us though his process to run successful integration partnership strategies, “A Partner Manager’s guide to integration.”

Ryan is a former head of product and COO for a software vendor who served digital commerce and retail merchants where he ran their integration strategy. He’s gone on to build a practice supporting clients launching their own integration strategy.

He’s got a great playbook to launch and operate an integration strategy now. We asked him to share what he does for clients for anyone who wants to join.

fireSession is on TODAY, December 21, 2:00pm EST. 

To sign up go to: https://www.cloudsoftwareassociation.com/masterclass/
Dao (Staffbase)
@clemens This could be interesting for you if you like
Bradley Blinn
@Evan Radisic was this recorded?
Evan Radisic
Yes @Bradley Blinn it was recorded. We’ll have it available first week of January for Executive Members.
Tyrone Lingley
@Evan Radisic - where do exec members access this?
Evan Radisic
Hey @UAFEQN9K4><@UAFEQN9K4><@UAFEQN9K4 I posed a playlist link in the exec members channel :)
James Sandoval (MeasureMatch)
Happy New Year CSA folks! I dropped a semi-controversial SaaS pricing question into a LinkedIn poll. I'd love to get your take. Thank you for playing @Sunir Shah muscle (I'll add my reply shortly wink ).

Check it here: https://www.linkedin.com/posts/jamessandoval_ive-been-thinking-a-lot-about-saas-billing-activity-6751520373059141632-eHaa. Thx!
Amir Karmali (Daylite)
@here Happy New Year to everyone!

Has anyone created a document that highlights the roles, responsibilities, accountabilities and criteria for co-marketing partnerships? And if so, would you share simple_smile?
scott seehorn
Happy New Year everyone! Cheers to an amazing Q1!
Sunir Shah
@channel Happy new year! What’s up this week?

Danielle Price, Intuit is one of the hardest working channel marketing managers in our industry. To her, the pandemic was only a challenge to overcome and crush. She ran a number of experiences and build a new strategy to continue building and scaling Intuit’s channel partner program virtually.

Because she’s awesome, she’s sharing her bag of tricks with us all this Thursday. This is a can’t miss talk and an amazing way to kick off 2021.

point_right REGISTER TO ASK HER ANYTHING--THURSDAY AT 10AM https://us02web.zoom.us/webinar/register/WN_TzzOZYIqQGK9Ef1plWPwtA
Lina Parness
Can we invite others from our LinkedIn community ?
Sunir Shah
@Lina Parness absolutely! share early and share often
Stacy L. Carlson
I would love to hear how everyone has handled partners and upgrades/renewals of software. Do you provide a discount/commission to the partner? Do you give a limited number of years or LTV?
Briana Strauss
Has anyone taken an API/ integration course? I was looking to further expand my technical knowledge. I found a few through Udemy but would welcome any recommendations that someone might have taken: https://www.udemy.com/topic/api/
Briana Strauss
@Jake Wallace for visibility simple_smile
Jenna Ochoa
@Briana Strauss would love to see what resources are posted here, too!
Emily Breuninger
I took this course when I first started at Zapier, it helped a lot and wasn't a huge lift. I also took Zapier's course: https://zapier.com/learn/apis/chapter-1-introduction-to-apis/. Hope that helps smile
Briana Strauss
Hey @Emily Breuninger thanks for the recommendations! These are great and I think I will sign up for the Udemy crash course too simple_smile
Arpit Choudhury
@Kelly Sarabyn (HubSpot) has some very good resources on this.
Kelly Sarabyn
Thanks @Arpit Choudhury - I know many people in this group have already read it but we do have a book on integrations and APIs for the non-technical (it's targeted to partnership folk) https://pandium.com/resources/integrations-handbook-for-partnerships-leaders/ - and if there are other specific questions/areas people are looking to learn about, I would love to hear them as we are constantly talking to engineers, PMs, and biz dev leaders about this subject and we're happy to create more resources on it
Sean Matthews
@Briana Strauss do you have a specific goal for the learning?

Depending on what you’re looking to do with the knowledge, I’d point in a few different directions… 1. Developer (want to learn how to program your own APIs and program against existing APIs) 2. Developer Advocate (want to learn more of the jargon and concepts, so you can explain and understand your API better, and better improve your documentation/developer experience) 3. Partnership empowerment (want to learn the critical technical pieces of APIs so you can understand much more quickly whether you/your team is able to develop the desired integration use case when looking at a specific API) 4. Product Development/Management (want to understand generally what goes in to developing an API, developing against an API, and how to understand the different levels of effort a given feature request might take. i.e. “Bi-directional sync is hard. One-way sync is much easier.“)
Sean Matthews
(We point intro devs to Zapier’s primer on APIs too, and Pandium has definitely put out some good stuff. And there are a lot more directions to go for the “learning how to program against/create your own API” route)
Arpit Choudhury
Hey Sean! wave
Briana Strauss
Hey @Arpit Choudhury wave

@Kelly Sarabyn (HubSpot) thanks for sharing this. I think I might have already read it but it's a great document and a good refresher simple_smile You guys always come out with the best content for us!
Briana Strauss
@Sean Matthews good question - My goal is most in line with your third point and a little bit from your fourth point. I have a decent understanding of APIs but looking to dive a little deeper. It would be for reference on the partnership side to better understand the technical pieces and better speak to them. Would love any recommendations you might have simple_smile
Sean Matthews
(Aloha @Arpit Choudhury simple_smile )

@Briana Strauss Gotcha, I think Pandium’s guide on this is on point for the most part. Happy to point to more technical resources/definitions if a hands-on experience is going to help with concepts… let me know what topics/concepts you’d like to learn more about and I can point to additional resources you might find helpful (and I imagine, Pandium’s team would want to link out/potentially produce some of their own as well!)
Arpit Choudhury
I was meaning to share this resource from Parabola which is actually similar to the one by Pandium: https://parabola.io/integration/api
Ryan Lunka
@Briana Strauss I’d love to get feedback on some of things you end up consuming and where they were effective and not. We’re in early ideation phase of building a course like this (among many other things) — I think I saw your sign-up for it — and input on how it can be most effective would be amazing.
Ryan Lunka
Always available to bounce questions off of too!
Briana Strauss
Hey @Ryan Lunka sure I would be happy to. In addition to the resources listed, I signed up for 2 Udemy courses and will report back. Looking to start 2021 off strong on the partnership side simple_smile
Ryan Lunka
LOOOOVE that you’re taking this approach to it. You’re sympatico with the world we want to create!
Tyrone Lingley
@Ryan Lunka I'd love to get in on your course.
Orly Halpern (Chartbeat)
Ditto @Ryan Lunka!
Kelly Sarabyn
For everyone looking for API info, I just came across this website and it seems pretty useful: https://apiacademy.co/
Alex Glenn
@Stacy L. Carlson I heard you and we will have a class in the course addressing these by end of next week. Let’s do a call this week if you need them answered ASAP ok_handskin-tone-2
scott seehorn
Hello everyone, I hope you are all as motivated as I am to have a high-performing Q1! I wanted to share our new white paper with all of you. In it you can find ways to effectively scale your partner program while reducing channel conflict and driving more revenue with each of your partners.https://partnertap.com/scaling-partnerships-whitepaper/
James Sandoval (MeasureMatch)
If you're not following OpenView's Kyle Poyar via LinkedIn or wherever he's publishing, I'm digging what he's sharing e.g. https://www.linkedin.com/posts/kyle-poyar_playbook-to-scale-with-a-usage-based-revenue-activity-6752282456839208960-0ioO
Kelly Sarabyn
Second this- he has some highly informative posts on product led growth with good data to back it up
Preston Heffernan
I followed your suggestion, and must say this is very impressive. Lot of green field here, but an inevitable path. Thanks for the hookup!
Adam Metz
Random question around email marketing to Australians. I know that emails to UK must be GDPR compliant. Does the same go for Australia and New Zealand? I'd rather be safe than sorry.
Sunir Shah
You can assume that every developed country except the US adheres to the OECD privacy framework.
Sunir Shah
Australians have the Australian Privacy act and the Spam Act
Sunir Shah
New Zealand has the NZ Privacy Act and the Unsolicited Electronic Messages Act
Adam Metz
Normally I ask for forgiveness, but not typically when 5-6 figure fines are involved.
Sunir Shah
@channel TOMORROW, Thursday 10am PT. Join @Tyrone Lingley as he leads a Q&A and session with Danielle Price, Intuit as she reveals her incredible bag of tricks to keep building the Intuit channel partner program despite forced to go virtual.

She’s one of the hardest working channel marketing professionals in the industry. This will be an amazing opportunity for anyone growing channel in 2021 as the world continues to be trapped in a bag of wet cats. smiley_cat joy_cat scream_cat

point_rightpoint_rightpoint_right REGISTER TO ASK DANIELLE PRICE, INTUIT ANYTHING--THURSDAY AT 10AM https://us02web.zoom.us/webinar/register/WN_TzzOZYIqQGK9Ef1plWPwtA
Danny Deganis
Good morning and Happy New Year!

Curious to know if there are any Red Hat certified ISV's of Red Hat Marketplace technology partners tuning in here? Would really like to chat if so.
Sunir Shah
@channel We’re on in 30 minutes with Danielle Price, Intuit as she reveals her incredible bag of tricks to keep building the Intuit channel partner program despite forced to go virtual.

With host @Tyrone Lingley

She’s one of the hardest working channel marketing professionals in the industry. This will be an amazing opportunity for anyone growing channel in 2021 as the world continues to be trapped in a bag of wet cats. smiley_cat joy_cat scream_cat

point_rightpoint_rightpoint_right REGISTER TO ASK DANIELLE PRICE, INTUIT ANYTHING--TODAY AT 10AM https://us02web.zoom.us/webinar/register/WN_TzzOZYIqQGK9Ef1plWPwtA
Danna Nieto
I registered but had a meeting booked over it. Will it be recorded? Thanks!
Sunir Shah
I’ll follow up by newsletter, email, but please subscribe https://youtube.com/c/CloudSoftwareAssociation
Danna Nieto
THnak you!
Travis Bradley
Where can we subscribe to the newsletter?
Manoj Ranaweera
Anyone joined Clubhouse? What’s your view?
Katie Bentz
I just joined this week and have found it interesting so far! I've found a good sales channel but would love any recommendations people have for partnership related content
Cooper Wright (Nylas)
Our team absolutely loves Clubhouse. Very intuitive to use in my experience, and we have multiple teams that use it for different purposes at Nylas. One of the most important is the roadmap planning & tracking, which updates our team in Slack when the roadmap is updated in any way.
Rachel Fisch
I feel like I’m not really getting the hang of it. @fischbooks
Carolyn Williamson (CommentSold)
I'm interested in joining. Anyone with an open invite?
Rachel Fisch
Do you have an iPhone? (sorry I don’t have an open invite)
Carolyn Williamson (CommentSold)
Yes I've got an iPhone. Is that 1/2 the battle?
Manoj Ranaweera
I’ve approved loads of those in the wait list.
Manoj Ranaweera
I think the algorithm detect whether I know them and then ping me for approval.
Manoj Ranaweera
@Cooper Wright (Nylas) can’t find you to connect. @Stewart Townsend - Channel.Vision has joined
Paddy McGill (PartnerPixel and Other SaaS Companies)
Yes I'm a member, I'm finding extremely valuable to make new connections @paddy_
Amir Karmali (Daylite)
Want to get your brand in front of small businesses? We have a partnership opportunity for you! We’re looking for Mac/iOS small business apps to feature on our productivity blog (55K+ visits per month). If you have a Mac or iOS app that’s great for small businesses or you’re interested in submitting a quote about your recommended Mac/iOS apps for productivity, contact me for more details!
Jenny Risch (Electric.ai)
Hi Amir. Would you mind sharing how Daylite defines SMB (by employee size if possible)? Trying to assess if this is the right opp before sharing with a friend that works with primarily SMB & mid-market targets
Amir Karmali (Daylite)
Hi @Jenny Risch (Electric.ai) - we define SMB as 1-100 staff.
Jenny Risch (Electric.ai)
not a fit for the org I was thinking of, but glad I know a bit more about you for future reference, seems like a terrific business!
Matt Critchell
@Amir Karmali (Daylite) - Hi there, would you be open to a discussion about this. We have an app that is built for frontline workers and our SMB is 20-100
Amir Karmali (Daylite)
Hi @Matt Critchell att, absolutely. Here is a link to my scheduling tool: https://marketcircle.as.me/book-a-meeting-with-amir. Looking forward to connecting.
Amir Karmali (Daylite)
Thank you @Jenny Risch (Electric.ai) for thinking about us.
Amir Karmali (Daylite)
Do you have a Mac or iOS app that helps small businesses improve productivity? We have a partnership opportunity for you! We’re looking for companies to partner with on our upcoming SMB productivity webinar series. If you have a Mac or iOS app that helps small businesses be more productive, contact me for details!
Sunir Shah
@channel What’s up this week?

First.. I’m behind in notifying people (how has your 2021 gone so far? lol). If you missed a talk, we published a ton of videos on our YouTube channel. https://www.youtube.com/c/CloudSoftwareAssociation

THURSDAY 10am PT. What do global resellers really want?

Punit Thakkar, CEO & MD of Shivaami is a major Google reseller in India. He’s gone through all the pain of figuring out how to bring Google Cloud into the Indian market, and he can tell you what Google did well and where they had to work on to make the business successful.

With the growth of global markets including countries like India, Brazil, Japan and more, every SaaS company needs to have good answers to how to enter these markets--or else they’ll lose the opportunity.

Ask Punit anything this Thursday.

point_right point_right point_right Register here https://us02web.zoom.us/webinar/register/WN_4FB4_CC0RmeTfTtx_CWgyA
Jody Hahn
CampaignBuddy is a SaaS tool for SMBs to help them create and manage online digital ad campaigns and get real-time ROI. We are ready to launch our beta product to get feedback on the tool prior to a public launch.

Our preferred customers are defined as SMBs that have a website and are doing some basic online ad campaigns in Facebook, Google, Bing, and/or Twitter. The user would be familiar with creating digital ad campaigns, but may not be an expert in any one platform.

Any suggestions on how to quickly get beta users? The platform would be free for beta users for a 3 month period and the only ask is to give us critical feedback to enhance the site functionality and features before launch.

Thank you for your thoughts!
Kyle Spencer
Hi, @Jody Hahn! Your product sounds great. I have a referral for you if you want one. simple_smile
Jody Hahn
Thank you @Kyle Spencer for your support. I would greatly appreciate your referral. Beta users will be critical to the success of our tool before we launch. I am more than happy to connect with your referral. Here is my LI profile and email address https://www.linkedin.com/in/jodyhahn/ and/or Also, our website URL https://www.campaignbuddy.com
Kyle Spencer
Awesome, thank you! I'll make an intro. Best of success as you continue to grow!
Jody Hahn
Thank you @Kyle Spencer
Kristie Holden (Daylite)
Hi @Jody Hahn I'm interested in joining your beta and we have SMB customers that we could reach out to about joining the beta as well
Jody Hahn
Thank you @Kristie Holden (Daylite) for reaching out and letting me know you are interested in beta. Can't thank you enough as beta is so critical to future success. I would love to connect to introduce you to CampaignBuddy and get an account set up.

My contact is or LI https://www.linkedin.com/in/jodyhahn/

Thank you!
Kristie Holden (Daylite)
emailed white_check_mark
Sunir Shah
Welcome @Jon Hearty. heart Mercury
Nate Roybal
Hi All, Just wanted to share the awesome news that Workato, automation, orchestration, integration, and most importantly for many of you, white labeled functionality for all that in your app, has just made Unicorn status with a valuation of $1.7 Billion. The best part is we are still looking for ISV and SI partners , of all shapes and sizes to join our partner network, and of course are hiring in every department including Partnerships, Feel free to reach out for more info and check out the article here if your inclined https://www.workato.com/the-connector/series-d-to-automate-core-workflows/
Sunir Shah
Congratulations! I think we all agree Nate is buying the next round of drinks whenever we see each other again.
Al Chen
Congrats!
Nate Roybal
Thank you both!
Alexander Shyshko
Congrats!
Sunir Shah
@channel TODAY 10am pt join for another amazing SaaS Connect talk.

GSuite (Google Cloud) has been working on building their channel for over a decade now. They have gone through their own share of growing pains. Many of us are following in their footsteps.

While almost all of us are on the software side of the table, it’s hard to understand the channel partners point of view. What do they need? Why don’t they partner with us? What makes them succeed?

As part of my ongoing series of sharing our channel partners’ story, I’m hosting Punit Thakkar, Shivaami today for SaaS Connect. He’s managed to build a very large and successful GSuite reseller business in India. But it wasn’t easy. He’s sharing his story of what it took to get there.

Join me to ask Punit’s anything at 10am pt today. https://us02web.zoom.us/webinar/register/WN_4FB4_CC0RmeTfTtx_CWgyA
James Sandoval (MeasureMatch)
Hey folks. Some news. It's not nearly as impressive as what @Nate Roybal shared (THAT is AWESOME!), but MeasureMatch got a pretty cool nod in the "Ecosystem Management" category of Jay McBain's Channel Software Tech Stack 2021. We're pretty chuffed. We're early in our game and loving the direction we're headed. Many thanks go to those of you who've given us a shot. Onward and upward rocket
Nate Roybal
@James Sandoval (MeasureMatch) Has a pretty cool tool here and I am not just saying that because of the shoutout stuck_out_tongue
Tom Elliott
@James Sandoval (MeasureMatch) Congratulations!
James Sandoval (MeasureMatch)
Many thanks Tom! Much appreciated.
Madelyn Wing
Does anybody have any good examples of differentiating an affiliate/referral program from a more channel-focused program on a marketing site? For example, offering $100 per referral vs. 15% recurring revenue share for an account the agency/consultant is managing. Looking for some language inspiration to make sure we're routing the right partners into the right buckets!
Steven Muhr
Hey @Madelyn Wing, you can have a look at Pipedrive partner program. They've done that quite well => https://www.pipedrive.com/en/partner
Brett Owens
Hi @Madelyn Wing here's our affiliate program listing (for SaaS resellers), you are more than welcome to adapt the language: https://www.leaddyno.com/saas-affiliate-program/
Madelyn Wing
thank you both!
Bader Hamdan
Check out Google’s Workspace affiliate and referral program https://workspace.google.com/landing/partners/referral
Evan Radisic
@here We’re now offering our Executive Masterclasses to Community Membersfire. Learn _directly_ from SaaS partnership executives how they run their partnership teams and programs. Next one up is January 21, 1:00pm

Despite the pandemic, Robert Rand signed 40 new strategic partners for JetRails dart. He’s teaching us his tricks. He’ll be discussing:  • 4 strategies he found to deliver new partners while stuck at home during 2020 • What questions they asked to identify their ideal partners and underperforming ones • Setting up a cadence for hunting for new partners so that your new partnership pipeline is always full. Available for Executive Members for Free as always, and now by demand, $79 per session for Community Members to get a taste of what Executive Members get. Hit the link to get in
Ryan Lunka
point_up @Robert Rand is the man.
Kali Keesee
Agreed!
Robert Rand
Thanks @Evan Radisic @Ryan Lunka and @Kali Keesee. I'm really excited to be leading this Executive Masterclass on Thursday. Looking back at 2020, we've all learned so much, it's going to be great to share my winning strategies chart_with_upwards_trend with the group.
Antoine Moreau
Happy Friday everyone! We’re working on long term planning for our integration roadmap and we’re looking at better quantifying the potential for integration and/or further investment on existing integration. One of the areas we are scoring for is addressable market size and I was wondering if anyone here knew of good market research / studies (available to purchase or free) that can help us gather more granular info on customer #, sizes, customer per segment/geo/industry for top SaaS providers (with a focus on customer relations platform but ideally a broader scope would be helpful)? Thank you!
James Sandoval (MeasureMatch)
@Antoine Moreau Big question. Valuable data to be sure. Have you considered tapping into Demand Matrix or HG Insights for some of this data?
Antoine Moreau
Thanks James - good idea! We didn’t look at such providers but we’ll take a closer looks seems like it might be a good addition to our analysis
James Sandoval (MeasureMatch)
Cool. I’d love to hear about your experience with that data if you go for it. Good luck!
Antoine Moreau
Will do!
Derek Little
Hi All - hope you are staying safe. I'm looking for guests for my tech podcast, and I'm thinking there may be some trailblazers here who are a good fit. Let me know if you are interested - Thanks, Derek Little https://technologytrailblazers.club/
Rajiv Ramanan
Folks running channels, what tools do you use today to identify channel partners and onboarding them? how much time is spent in identifying partners and onboarding them?
Dina Moskowitz
Hi @Rajiv Ramanan happy to share more info with you about our channel partner discovery/profiling platform "PartnerOptimizer" by SaaSMAX - new website (www.saasmax.com) and new release coming soon, but we service a lot of SaaS and Tech vendors who need to find net new partners and/or better understand who their existing but inactive partners are. We have over 150k partners profiled in our database and its growing all the time. Our partner discovery is based on partner company business attributes that we mine with our proprietary tech.
Dina Moskowitz
We have a webinar workshop coming up on 1/27 with @Randy the channel chief at LogMeIn where we will walk through how you can build a data-driven ideal partner profile, from which we can build a search query to hone in on look-alike partners. https://lnkd.in/gWX8cUJ
Rajiv Ramanan
great dina.. can i have a demo sometime?
Dina Moskowitz
Of course. I’ll DM you
Kelly Sarabyn
@Rajiv Ramanan we just released a book detailing the tech available for partnerships and have a partnership acquisition chapter - you can get it here if you'd like an overview/vendor list: https://pandium.com/resources/the-partner-tech-stack-vendor-review/
Danny Deganis
Rajiv,  for your first question, that's what companies like SaaSMax do very well. We work with them and consider them a valued partner.

CGS does onboarding and enablement and the tools and methods are part of magic.  Regarding timing, I have actually built a calculator for partner onboarding but the answer really depends on the complexity of your solution, level of integration into the MSP practice required and amount of investment/resource commitment required from the partner.  The margin potential also matters.

Rule of thumb from my experience is that unless you have the SaaS equivalent of the cure for cancer and MSPs can make 40%+ margins, bank on at least 9 months until a partner is fully onboarded and activated.
Rajiv Ramanan
thanks dina, kelly and danny
Rajiv Ramanan
not talking about managing the partners, primarily focusing on partner identification and onboarding because the landscape has changed so much in last 5 years..
Thomas (SaneBox)
We are looking to revamp our Q/A process. Any SaaS companies here have any insight? Love to chat.
Sunir Shah
What kind of revamp?
Sunir Shah
@channel What’s up this week?

This Thursday 10am pt, we have recruited another amazing partnership leader who has figured out how to keep the trains moving despite the loss of travel due to COVID.

During the pandemic, @Robert Rand Did. Not. Stop. He signed a whopping _40*_ new strategic partners for JetRails dart.

He’s running a masterclass this Thursday to teach us all his tricks. He’ll be discussing:  • 4 strategies he found to deliver new partners while stuck at home during 2020 • What questions they asked to identify their ideal partners and underperforming ones • Setting up a cadence for hunting for new partners so that your new partnership pipeline is always full. We are running these masterclasses for Executive Members for free all year.

For those considering whether or not to join as an Executive Members ($249/year), we are offering this one session for $79 which you can later use as credit to a full executive membership.

Come join us and let’s all kick off 2021 with results. rocket

point_rightpoint_rightpoint_right *REGISTER HERE https://www.cloudsoftwareassociation.com/masterclass/
Aaron Geller
@Robert Rand clap love watching all the great things from a great team at JetRails!
Robert Rand
Thanks @Aaron Geller! Right back at you and the DigitalOcean team!
Josh Mackey
One of the nicest people too! Hi Robert!
Robert Rand
Thanks @Josh Mackey! Long time no speak/type. I'll hold back my self-deprecating jokes long enough to accept the huge compliment, but know that the feeling is very much mutual.

I have to say, partnership folks tend to be some of the nicest folks around. We may all have to put our negotiating hats on from time to time, but I truly appreciate being part of a profession that draws in such amazing human beings.
Thomas (SaneBox)
Is anyone here on PartnerStack? If so - love to chat with you about your experience on their marketplace.
Jake Wallace
@Tyrone Lingley
Thomas (SaneBox)
@Jake Wallace - thank you
Rafael Chemtob
we just left partnerstack.
Curtis Davey
I'm on Partnerstack. Curious to know where you went @Rafael Chemtob
Rafael Chemtob
hi, sorry for the late response. we’re on first promoter now
Amir Reiter
I'm on Partnerstack
Amir Reiter
@Thomas (SaneBox) feel free to email
Valeri Potchekailov
Hi all, is anyone here on Appstack marketplace by Samsung? https://www.samsung.com/us/business/shop/appstack/ >> we are launching there soon, and I was curious if someone here can share the results if they are listed there.
Jake Wallace
We considered it. However, the fact they handle billing is something we couldn’t support at the moment. We’d have to do some dev work to support them. It just wasn’t that high on the priority list, unfortunately.

I do have a contact there if you need it.
Nick Valluri
A former colleague of mine launched the G Suite/Workspace partnership on AppStack. I talked to them as well and had the same takeaway as Jake. Happy to connect you to my former colleague though.
Valeri Potchekailov
Thanks guys! The legal and integration part is done. I’m curious to know about the metrics, how many leads / sales is coming out of there, is it worth it to put our own marketing efforts on it etc..
Valeri Potchekailov
would be great if you can do an intro: my email is,
Valeri Potchekailov
thanks a lot!
Valeri Potchekailov
FYI, we are going to launch in February
Jake Wallace
@Valeri Potchekailov an intro to Alex has been made.
Valeri Potchekailov
Thanks Jake! I think there is a misunderstanding:) Alex and I already know each other as our integration is already in place, and we are listed, and will launch soon. I’m looking for an intro with someone who is already running their program and can share the results so far in terms of traffic/convertion rates etc
Nick Valluri
@Valeri Potchekailov i sent an intro to my friend jamie over at google cloud. good luck with the launch!
Valeri Potchekailov
Thanks a lot @Nick Valluri !
Manoj Ranaweera
Hi All,

I relaunched https://deallite.uk on the past Wednesday. We are sharing data on fastest growing UK tech startups and investors backing them.

Think of us as Crunchbase for the UK.

If you see any value in what we do, do get in touch. Bit too early for partnerships, but if you have any ideas, happy to discuss.

I’m building #SaaS tools with tech startups in mind. Starting small with a 10 year plan in mind.

Love to chat
Aidan Weinrib
Question for the group – what resources are out there about partnership team org structures? How often do you see channel/strategic/tech reporting into one leader or consolidated into one department?
Kelly Sarabyn
This seems to be pretty divided. In terms of technology partnerships, in larger organizations, you often see that team only under Product (with a Platform department) but that partly depends on how much the organization seems them as a vehicle for product enhancement vs a vehicle for generating leads+co-selling (in which case they might report to marketing, sales or a CRO).

In smaller organizations, it seems like the partnerships team is usually one team reporting to marketing or sales or directly to the CEO.

I interviewed the head of tech partnerships/platform for Mindbody and she explained why they switched from reporting to Sales to Product. https://pandium.com/2020/10/interview-with-jaimie-fucillo-vp-of-partnerships-at-mindbody/
Aidan Weinrib
Thanks @Kelly Sarabyn! Super helpful!
Sunir Shah
@channel What’s up this week?

THURSDAY, 10am PT we have a HUGE talk. Leslie Tom, SVP Salesforce AppExchange Marketing, is taking us on her journey as a partnership manager.

Leslie started at Salesforce in 2005 as a partnership manager and has been a driving force behind the most successful B2B SaaS partner ecosystem.

She’s helped build and grow the AppExchange. She was instrumental in transforming Dreamforce into a must attend B2B SaaS conference by bringing in the Salesforce partner ecosystem. And she’s incredibly nice.

I know she’d rather be on airplane right now, but since she’s stuck at home, we get an hour to Ask Leslie Anything this Thursday. Take advantage.

With guest host @Cody Jones (Zapier), Zapier!

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_eZp_xB7pRMWR96skAunUEg
Leslie Wong
Exciting, can't wait to join!
Michael Griffin
Awesome looking forward to this one
Leslie Tom
Thank you @Sunir Shah! I look forward to sharing my purpose and passion journey, while debunking some myths, with my host @Cody Jones (Zapier)
Adam Metz
Leslie is great!!!
Gloria Castillo
Hello everyone! I hope you’re all doing well simple_smile I am starting to work on the first formal partner program for my company. I’m looking at building a tier system, with requirements and benefits for each tier. Does anyone have resources, examples, or advice they can share with me? It is my first time working on creating a partner program from the ground up. Your help would be much appreciated! pray
Kelly Sarabyn
Hi @Gloria Castillo - we have an ebook that looked at the top 50 technology partner programs and broke down what benefits and obligations are available at different tiers (it also has the links to all the program guides in the Index). It's a good starting point even if you are only focused on channel partners as the structure is largely the same (and a number of these programs were both tech and channel). You can download it here: https://pandium.com/resources/an-analysis-of-fifty-top-technology-partnership-programs/
Gloria Castillo
Wow, this is great! raised_hands Thank you so much @Kelly Sarabyn (HubSpot)
Jasmine Jenkins
This also might be helpful, we have an in-depth article on building tiers, including the pros, cons, and a checklist. https://blog.crossbeam.com/partner-tiers-cheat-sheet
Gloria Castillo
Amazing! Thanks a lot @Jasmine Jenkins star this is super helpful too
Jasmine Jenkins
You’re welcome simple_smile
scott seehorn
Also, have a look at this whitepaper. It has advice and strategy for companies that are building their partner ecosystems. https://partnertap.com/building-partnerships-whitepaper/
Gloria Castillo
Thank you, Scott
Leslie Tom
@scott seehorn Thanks for sharing - PartnerTap is one of our Salesforce Accelerate partners. Great whitepaper.
Scott Rogerson
@Alex Glenn Has been very helpful in thinking through this as we revamped our program. I am sure he has some ideas.
Alex Glenn
Happy to do an exploratory call @Gloria Castillo -- here's my calendar.
Gloria Castillo
This is great! Thank you soo much raised_hands
scott seehorn
@Leslie Tom HeY Leslie, I'm glad you like the whitepaper! Unfortunately, I came to Partnertap after they were in the Salesforce Accelerate program. Hopefully, we will cross paths in the future, though.
Danny Deganis
Hi Gloria,
Danny Deganis
Looks like you got some great advice already.

On a more abstract level, think about business outcomes that you would like your program to achieve - yours, the partners', and the clients'. These could be more than revenue, such as NPS, ease of dong business, CX/brand experience etc.

Too often to gain traction, vendors/ISV's award the biggest discounts and highest tiers to the national players only to realize that maintaining loyalty and mindshare has an ongoing pay to play requirement. Your discount structure has now made it impossible for regional players to compete. Often these are partners who will commit and lead with your brand.

My advice would be to structure your program and incentives to achieve the desired behaviors you are looking for, these could be training, branding, support, certifications, publications etc.

Not sure if this helps but hope it does.
Gloria Castillo
This helps a lot, Danny! Super great insights. Thank you so much for sharing!
Clinton Gatewood
Danny is fantastic as what he does. I love working with him as he always has helpful advice/information.

Before you get to far along, also remember when you are looking to work with partners/resellers you are outsourcing a portion of your primary business functions such as, demand/leadgen, marketing, sales, support, onboarding, customer sat, etc... . I personally think this is the most important first step.

Once you understand the above, you will be in a much better position to know what type of reseller companies you want to engage with, what processes/systems you will need to support, how much you need to pay to obtain the behavior you want and have realistic goals/outcomes.

You mentioned having tiers which is fine but if your tiers included: Affiliate/Resell/Support/SI and it is only you on the channel team for the first 6 months then choose one to focus on as each class of partner requires different financial, enablement and support models.

Always happy to discuss.
Jake Wallace
Hey folks, are there any tools you're using that's really helping your partner team succeed? For example, I'm exploring Gong (along with our Sales and CX team) to give us better insight into calls where Partners are mentioned and could influence a decision. Beyond that, are there any other tools out there you're in love with that we should know about? Make sure you include the problem you're solving by using that tool!
Aleksi Mattlar (Vena)
SalesLoft has been a great tool for new partner acquisition and selectively automating the initial outreach
Jake Wallace
Do you use it as a CRM? We have Hubspot (just setup) company wide and we're using that.
Kali Keesee
We have been using Crossbeam to work with partners to identify co selling opportunities with partners and it works great!
Aidan Weinrib
following eyes
Bharat Chopra - orangeKarma
We use Gong and love it. And we are deploying CrossBeam and I think it’s going to be a game changer
Aleksi Mattlar (Vena)
@Jake Wallace we use that on top of Hubspot and Salesforce for all outbound email outreach and timing. Not sure Hubspots capability in the same arena.

I've also heard Outreach is a good alternative to Salesloft, but I've never used it
Katie Bentz
@Kali Keesee agreed! Crossbeam is a game changer. We mainly use it to look for free users in our Partner's accounts and let our partners know which of their customers are using Vidyard so they can offer their services to them around video selling, etc.
Kali Keesee
@Katie Bentz that's a great idea!
Greg Mitchell
@Jake Wallace we also use Gong for internal awareness across the sales and management teams. We have a separate "template" for partner wins "Won a deal with a partner" that also identifies the Partner and the Partner Manager to the field/mgmt
Jeff Fattibene
@Aleksi Mattlar (Vena) @Jake Wallace Outreach is similar to Salesloft, but back in the day it was more applicable as a dialer/ call recorder with a lot of functionality around that. But their roadmap was looking at a bunch of things so that may have changed…
Taylor Martin
@Jake Wallace I highly recommend checking out Sharework as well. I literally just got off the phone with a user who tripled their pipeline in Q4.
Jenna Earnshaw
@Jake Wallace I second/third salesloft. I just went through a tool eval. I previously used outreach and its great, but salesloft can do so much more. We're using the conversational intelligence on it too (essentially gong but without the gong price tag until we're ready to buy gong). Happy to intro you to our rep
Curtis Davey
We've been using Chorus.ai It's been pretty great and is highly customizable to track mentions of whatever keywords or partners you'd like.
Sunir Shah
@channel firefire Join us in an hour with @Leslie Tom, SVP Salesforce AppExchange for a powerful talk about how Leslie successfully built a career in partnerships delivering one of the biggest SaaS partner ecosystems on the planet since joining Salesforce in 2005.

With host @Cody Jones (Zapier), Head of Partnerships & Alliances, Zapier

Ask Leslie Anything today in our hour!

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_eZp_xB7pRMWR96skAunUEg
Travis Bradley
This is amazing, where can we find details on these events earlier to block time?
Bader Hamdan
@Sunir Shah was Leslie's session recorded?
Sunir Shah
Everything is on our YouTube channel. Please like and subscribe. https://www.youtube.com/watch?v=KM6JcdKD0wk&list=PLOkkgPudY8CvC7yV2K6gV7DQg0hddJ_Ay
Katie Bentz
I have some Clubhouse invites to share - follow the instructions on this LinkedIn post and I'll be choosing some winners by EOD simple_smile https://www.linkedin.com/posts/katiebentz_clubhouse-activity-6760973320264441856-6IY_
Sunir Shah
What are people doing to get the most out of Clubhouse? I’m just randomly reconnecting with old friends
Paddy McGill (PartnerPixel and Other SaaS Companies)
Ive been hosting talks with influencers and software companies, it's been a fantastic platform for me
Prateek Bawa
Hello Peeps,

We at Vendasta.com are trying to streamline on-boarding touchpoints in Channel Partner journey. Currently the process is as below:

1. We sign up a partner (Agency) 2. It gets assigned to partner on-boarding success team 3. Post 90 days it is then mapped to Partner Growth & Partner Development teams.

Anyone here doing something different or any advice or suggestions?

What we are trying to achieve?

1. More stickiness 2. Better predictable recurring revenues 3. Better LTV 4. More paying end users of the product

Cheers, Prateek
Kelly Sarabyn
Hi @Prateek Bawa - do you have a way to identify your highest priority partners (an ideal partner profile)? Do you have a partner portal or an easy way for partners to get the materials on your product and marketing materials and see their results? Using partner tech can help 1-4 but it also requires really understanding your ideal partner and which ones make sense to have a high touch relationship with and which ones would make sense to have a lower touch relationship with.
scott seehorn
Yes, it is best to have an automated account mapping system that maps customer/prospect overlap. This not only speeds up the mapping process but finds potential revenue within your ecosystem. Often times, the employees that map accounts manually, miss a lot of the overlap that you have with your partners. A good Partner Ecosystem Platform will help you source revenue and you can see where your product needs to be more sticky with your partner’s products. PartnerTap.com is a great option for a Partner Ecosystem Platform. I hope this helps and good luck with your partner program!
Mariia Onyshchenko
Hi all, I am really wondering about your content strategies. I mean, what do you usually post in the social media (for me it’s mostly Linkedin) to attract (or rather get attention of) new partners? I’ve checked a dozen partner managers profiles and it’s mostly just repost of the company page posts. Is it really not worth it to invest some effort into this? What do you think?
Carrie Saks
Hi Mariia. I’m a content and messaging specialist. While I don’t specialize in social media, I have been working with intuit to develop channel partnerships through an engagement tool — we created an industry playbook with partner opportunities and a gamification app for training. We have been adding partners to it and it has become a great engagement vehicle. Happy to show it to you. I believe there was a webinar recently from CSA where they featured it. If you need the name of a social media strategist, let me know who might be able to help you with LinkedIn.
Mariia Onyshchenko
Hey @Carrie Saks Thanks a lot for your insight. It already brought a few ideas…)) But I’d really love to see that playbook. I’ll DM you.
scott seehorn
I'm also a content marketer. Could I get a copy of that whitepaper?
Anna Julow Roolf
@Mariia Onyshchenko Not partner managers, but two people that might provide some inspiration:

https://www.linkedin.com/in/hunckler/ https://www.linkedin.com/in/mmetsker/
Mariia Onyshchenko
thanks @Anna Julow Roolf heart Really appreciated!
Len Bruskiewitz
Anyone have good examples of SMB-focused marketplaces for non-integrated services? To be more specific, I mean examples on a SaaS provider's website that points customers to other 3rd parties that offer complementary products/services to their own. It can be your own company's site - as long as it is good.
Sunir Shah
Like Hubspot partner directory. Instapage designer directory?
Sunir Shah
Shopify experts?
Len Bruskiewitz
Sunir - not exactly - not looking for examples of people that install/service, more like the Freshbooks Integrations partner page where products/services are listed that an SMB would use at the same stage of their growth.
Jason Breed
https://www.freshworks.com/apps/ - this is their overall marketplace platform
Bader Hamdan
The Google Workspace Marketplace also, not sure if that's what you're looking for https://gsuite.google.com/marketplace/
Len Bruskiewitz
Thanks all - Freshworks and Google are some good examples of what I am looking for.
Stephane Rioux (AppDirect)
It is my own company, but we do have an "add-on" store listing marketplace, but many are not integrated out of the box and we are not reselling any of them: https://addons.appdirect.com/en-US/listing
Len Bruskiewitz
Stephane - thanks for sending this over, I really like the design and how easy it is to navigate.
Bader Hamdan
Hiya, anyone have perspectives on GTM efforts/elements to grow SMB/mid-market and self-service growth (think via cloud marketplace solutions/ISVs) across any sales motion (sell-with & through).
Aaron Geller
Hello simple_smile I do, would be good to chat
Danny Deganis
Hi Bader,
Danny Deganis
We have worked with RH and the OpenShift Marketplace alliance partners to identify and develop solution opportunities using a closed loop system we created - happy to share more
Jenny Risch (Electric.ai)
Hi all and happy Monday! I recently started a terrific new job with Electric.ai and am looking to connect with fellow partnership leaders who have worked closely with the Google Cloud Partner program, Microsoft Partner Network, OKTA Partner Program and/or as an Apple reseller (or someone who has better intel on Apple's Mobility Partner Program).

While these are not brand new partners to the org, Im essentially looking for some intel on the mechanics of these programs and learns from this community before digging in further as I look to formalize and deepen our work with each. Please feel free to reply in thread or DM me, I appreciate the support!
Justin Eddy
Hi Jenny wave I’ve worked inside and out of the Google program for 8 years and happy to share notes!
Jenny Risch (Electric.ai)
thank you Justin, will DM you!
Bader Hamdan
Hey Jenny, I was part of the ISV alliances org at google cloud and worked on insertion and engagement with startup isv’s to GCP. Happy to help
Jenny Risch (Electric.ai)
Hi Bader, awesome! Ill DM you to connect
Abe Stein
@Jenny Risch (Electric.ai) we’re just beginning to tap into the Microsoft Partner Network. Would be happy to connect and share notes, although we’re still in the early days ourselves so it may be more of a brainstorming session than intel sharing wink
Jenny Risch (Electric.ai)
Hi Abe - great, Im up for connecting and sharing notes, Ill DM you
Andrew Edelman
Hi @Jenny Risch (Electric.ai)! Good to see you here. I have some intel on all of these that might be helpful. Want to connect?
Jenny Risch (Electric.ai)
Hi Andrew! Good to see you too! Would love to connect, Ill DM ya.
Evan Radisic
@here @U01CB8TKU5N> and <@U01KXA3Q2TU are a one-two punch of partnerships at Drift. They are bringing their high energy back to the partner community with their weekly PartnerUp podcast.

We love it. CSA is officially partnered…up.boom

CSA community members can tune in live, and Executive Members will get the exclusive perk to talk to the speakers and ask questions after the podcast, every TUESDAY fire

Next one is great. @Kevin McFarland, Head of Business Development at Coursera, is spilling the beans on how Coursera used B2B Partnerships to enable 6M+ learners and drive $50M in revenue.

Join us at 2pm PT to listen in and 2:45pm PT to Q&A directly with Kevin.

https://riverside.fm/studio/partnerup-the-partnerships-podcast---new

p.s. join as an Executive Member https://launchpass.com/cloudassoc/members
DELETE OLD JARED PROFILE
As Evan mentioned, members can listen live and join the Q&A BUT every episode can be found on Apple Podcasts, Spotify, Alexa, or literally on every podcast platform. Just search “PartnerUp The Partnerships Podcast”

And you can subscribe on Youtube - check out the latest episode here: https://www.youtube.com/watch?v=QGX9DIhZcck&t=1s
Sunir Shah
@channel What’s up this week?

NOW 2pm PT. Join @DELETE OLD JARED PROFILE and @Justin Bartels with @Kevin McFarland to talk through how Kevin drove $50M in revenue through B2B partnerships at Coursera. https://riverside.fm/studio/partnerup-the-partnerships-podcast---new

Q&A at 2:45pm for our Executive Members .

THURSDAY 1pm PT. How do you grow your partner program predictably, sustainably, and scalably?

@Matt Irving, Head of Global Partner Operations, WP Engine, has built an impressive Partner Flywheel to consistently acquire, onboard, and activate his partners as a global scale.

He’ll answer what is a flywheel, where partners impact the customer cycle, and how to grow the Bow Tie funnel of partnerships.

https://us02web.zoom.us/webinar/register/WN_okG-VnwqSR2SO9R2AoFlkA

NEXT WEEK. SaaS Growth Summit. Join many CSA members, including @Wes, @Sanjay Goel (NachoNacho), the User.com crew and myself at the SaaS Growth Summit.

This is an incredible agenda organized by @Natalie Luneva

Come join us. It’ll be fun to talk shop again. https://saassummit.user.com/
Sanjay Goel (NachoNacho)
I see this, but don't hear any audio:
Sunir Shah
reload
Sunir Shah
I had the same problem
Sanjay Goel (NachoNacho)
reloaded multiple times ... still no luck
Sanjay Goel (NachoNacho)
works on iphone
Jason Breed
LOVE this idea of the “Bowtie Funnel” for partnerships. Well done @Matt Irving
Matt Irving
Thank you @Jason Breed ! Looking forward to diving in deeper on Tuesday.
Evan Radisic
If you’re having trouble loading audio on the Podcast above keep refreshing screen into you get it. Little finicky
Melissa Kwan (eWebinar)
Question for SaaS companies: what $ and how do you pay your affiliates? Fixed fee or percentage of revenue? Perpetual or fixed term?
Stewart Townsend - Channel.Vision
Depends on the product, if its a fixed one time charge and then MRR is from services go for a fixed fee. If MRR then go for percentage of inital deal, means you get upside without payout down the line.
Stewart Townsend - Channel.Vision
If looking at payout terms, then again dependant if mature offering or new to market, spend now to get incentives moving quickly ie pay perpetual then change terms down the line to fixed term. Flex it based on your costs and goals, dependant on the business and budget.
Alex Glenn
We just had a session and strategy output for this -

1. If your ACV is under $10K - forget about commissions. Instead take 15% of referred business from partners aside to us as a MDF. 2. If ACV is over $10k - payout up front each year based on the LTV.

Hope that helps @Melissa Kwan (eWebinar)
Sunir Shah
It’s not about the numbers, it’s about the business case. Affiliates are overused for many different contexts.

If your affiliates are just affiliates, meaning brand partnerships (e.g. media partners) or influencer referrals, then cash up front for sign ups, leads, conversions within 30 days is the way to go because it’s transactional.

You’re effectively replacing an ad buy with a variable payment. Their bet is they’ll make more money this way for whatever reason.

If you’re talking about solution partners, referrals get murky. Really, they should be encouraged to become to value added resellers and building a managed service retainer around your technology, not a referral.

Commissions don’t really matter deeply for most solution partners as the retainers from their customers are the most important.

You should only be paying a recurring commission for work being done to keep the customer.

Regardless, if your SP channel is all referral based, then you get into a complicated game of guessing how long that SP is actually servicing the customer.

So most people put a 12, 24 or 36 month cliff on referral pay outs.

If your partner is only useful during the initial sale and onboarding, then you may pay out for the first 12 months.

If your partner is doing managed services, you may pay out for the lifetime.

If you have a cliff and the partner really is doing managed services, you could surprise them with a cut into their retainer after the cliff expires, which pisses your channel off. I’m looking at you QuickBooks Pro Advisor team!

You also get into the trap that clients fire SPs and vice versa all the time, but you’re still paying commissions for work not being done. You’ll end up taking on the carrying cost of the customer and still paying out the margin to a deadweight partner.

This is an inefficiency of referrals, and where a VAR platform (like AppBind) makes more sense that ties the margins to the active relationship between solution partner and their customer.
Brett Owens
We offered a 20% recurring commission - for the lifetime of the customer - at my last company, LeadDyno. (Don't yet have an affiliate program at my new one.)

To Sunir's point, I'm not sure we needed to go lifetime. 12 months would have been fine I think (maybe at a higher rate).

Two companies ago we did a fixed-fee up front for affiliates ($100 per sale, we required a 3-month minimum on that to accrue, to keep us in the black) and then 20% recurring for the referring partners.

In both cases, we never really had affiliates sell that much for us. It's tough for someone randomly posting a link online to send qualified small biz leads it turns out LOL. So it probably doesn't matter too much what you do for affiliates, though I do think having a program is generally a good think - when people ask, you can toss them a referral link and everyone is happy.

Value add resellers (VARs) are definitely where the potential party is at, as Sunir said. One thing that we did for them at LeadDyno is we would promote their services via our customer newsletter. For example, we were able to send our own referrals to a web design firm, to a Shopify setup shop, etc. Then of course they're going to refer back to us when there's an opp (and commissions don't matter as much).
Sunir Shah
Yes, that is a key point. Solution partners want new _clients_, not a stack of Tubmans. dollar
Melissa Kwan (eWebinar)
Thanks so much for these points, good to hear from industry experts. I’ve heard all sorts of things from paying a fixed $ to 50% perpetually (which is insane). We aren’t planning to have a free for all affiliates program because I can’t be bothered to manage it with randoms we don’t know representing our product, but there are a few key ppl who are leaders in their communities that could be good affiliate partners. So I wanted to see what people pay. I don’t want to get into a financial arrangement that I’ll regret later because we’re the ones who are doing all the support beyond the sign up. We have a bunch of integration partners now that we do co-marketing with and we don’t pay referrals, or receive any. It’s really just about offering more value to both our customers and making them more sticky
Sunir Shah
If they have actual communities, try different tactics like sponsoring events or contests.

Sometimes influencers soft peddle affiliate links because affiliate links are deleterious to their reputations. Like I don’t use affiliate links within the CSA for vendors because my relationship with my community is more important than a few dollars.

However, events or contests they run are more about them doing something awesome for their community. But secretly you pick up all the contact information.
Amir Karmali (Daylite)
Hi all, I’m working on our integration strategy and would love to hear your thoughts about the following:

• What do I need to keep in mind while developing the plan? • How many integrations do you do a year? • What is your staffing composition to support integrations (dev, marketing, education, reviewers, etc.)? • How do you determine which integration you should work on? • How do you educate your users? • Do you focus on internal (robust API) or external integrations? Thank you in advance for any guidance you have.
Jake Wallace
@Amir Karmali (Daylite) Good morning - I hope you're staying warm. I keep this blog post handy and reference it often. Also feel free to ping @Jens Van Dyck to discuss our approach, though I'm sure you've already spoken.
Jenna Ochoa
Following!
Cristina Flaschen
We’ve written a lot about this! A good starter is this ebook which outlines a lot of what you’re referencing in your original question. https://pandium.com/resources/ebook-definitive-guide-to-building-an-in-app-marketplace/ Our blog also has interviews with successful partnerships leaders who walk through some of these challenges. Always happy to chat about it- the majority of our customers are either rapidly scaling their tech partnership programs or are revamping them so we’ve got a lot of data points! Let me know if you’d like to grab some time via phone.
Amir Karmali (Daylite)
Thank you @Jake Wallace and @Cristina Flaschen. Cristina, I’d love to connect. Here is a link to my scheduling tool, please feel free to pick a time that works best for you.
Cristina Flaschen
@Amir Karmali (Daylite) great, booked some time next week!
Thomas (SaneBox)
Hi - looking for anyone who specialized in linkedin growth/outreach
Stewart Townsend - Channel.Vision
Are you looking for someone to build a flow for you in Dux Soup or Lead Connect, or a lead generation agency that will deliver you leads from Linkedin?
Jake Jorgovan
@Thomas (SaneBox) - I own LeadCookie.com which is an outbound agency with a heavy focus on Linkedin. I’m not involved in the day to day anymore but happy to answer any questions.
Thomas (SaneBox)
@Stewart Townsend - Channel.Vision deliver leads.
Sunir Shah
@channel @Matt Irving is giving a talk working through his Partner Flywheel tomorrow at 1pm PT. He’s figured out how to scale partnerships systematically at a global scale.

Matt did a fantastic write up of his process on the Crossbeam blog which just went up here:

“WP Engine Used This 7-Stage “Bow-Tie” Funnel to Increase Agency Partners by 50%” That’s a lot to digest. That’s why we invited him to give a talk tomorrow.

point_right point_right point_right ASK @Matt Irving ANYTHING. TOMORROW. Thursday 1pm pt https://us02web.zoom.us/webinar/register/WN_okG-VnwqSR2SO9R2AoFlkA
Matt Irving
Big shoutout to the incredible @Jasmine Jenkins and the Crossbeam team for their partnership on this. @Sean Blanda (Crossbeam) - Jasmine is a rockstar.
Sunir Shah
Whoever is the Crossbeam graphic designer deserves a raise.
Sunir Shah
I saw your version of the Bow Tie funnel before they touched it. lol
Travis Bradley
Great work, this is fantastic.
Jasmine Jenkins
Appreciate the kind words @Matt Irving! Was fun to work with you on this
Will Taylor
@Tom Burgess @Rachel Shi
richard bernstein
can't make it at 1 but i'm registered, looking fwd to the recording
Greg Greenberger (Neptune)
Hi everyone,

I'm going through an exercise at the moment which I'm sure many of you have been through before and looking for advice:

We're starting to get a lot of offers from partners to build there own demos with our product, but they dont really know how to start, and we can't unfortunately simply clone data we build from one environment into another. Our sales teams are good at building demos internally, but theyre not very effective at communicating how to partners.

Does anyone have experience building things like demo setup guides, that illustrate to partners how to rebuild content in your products, and how to intertwine that with a narrative?
Kali Keesee
We are a completely different service than yours but we have used Figma to create demos our team (and partners) can use for controlled/specific scenarios. For instance, if a partner is doing a demo of our solution with a certain eCommerce platform or only wants to show "returning customers", we have a variety of demos demonstrating different scenarios. We can create things on demand as well. Basically, it looks like a live demo but it's not (so no unforeseen hiccups). Not sure if this helps or not.
Greg Greenberger (Neptune)
maybe; my intention is that we give partners a blueprint that they can then edit further to make something unique to them
Greg Greenberger (Neptune)
not sure if thats something you do
Kali Keesee
They can certainly edit the Figma. However, our scenarios are more controlled (we don't have much deviation) which is why this works for us. That may not be the case for your product.
Greg Greenberger (Neptune)
yeah unfortunately we do have a lot of deviation. that's the challenge wink
Kali Keesee
Sorry I wasn't of more help!
Greg Greenberger (Neptune)
no worries, you've been helpful kali
Sunir Shah
How hard is it to set up a demo account? You can make a demo account as the outcome of a training / certification.

Do you have an in-app walk through app like Walk.me or userpilot?
Greg Greenberger (Neptune)
it's more about getting them to populate it. when our presellers do it the process of importing all the necessary files and diagrams we need for a demo is about 3 hours. I suspect this is high for an industry average, but nevertheless we dont have anything in our tool that walks people through how to do it, and the our presellers dont have the time to walk each partner through how to do this.
Greg Greenberger (Neptune)
i suspect forcing them to sit down and make a long a video is the answer, i just wanted to see if anyone had a more creative solution
Sunir Shah
I learnt a couple lessons recording this partner onboarding video for ActiveCampaign + AppBind.

https://www.youtube.com/watch?v=aeTni65tMhY

Go through the flow and record it. Then narrate it. Write the narration into a script. Record with pauses between thoughts.

Then use iMovie to freeze, slow, or speed up to the cuts. It takes a couple hours, but you can make the videos tight.
Greg Greenberger (Neptune)
thanks Sunir, I'll take a look
Greg Mitchell
We have 2 models. A canned version using canned data. Fully scripted, even I can walk a customer through it. As you might imagine, it lacks punch (How many back-office bank folks want to see a demo about retail?) but it can showcase the tech. Our more experienced partners are able to load their own data into their own hosted instance of our software so as to customize for the customer. That showcases both the partner and the tech in a better light. So - I guess I would ask - can you give them a flexible solution that might meet partners where they are in their enablement journey?
Melissa Kwan (eWebinar)
Have your sales team record the demo and have your partner create an eWebinar (automated webinar) out of it, and moderate all the questions: https://ewebinar.com/

That way, you control the demo and quality, your partner answers all the questions feom their own network

This is how our outsourced BDR team sells
Greg Greenberger (Neptune)
thanks Greg and Melissa; that's exactly what I' going for: basically a guide on how to import the data so they can customize it themselves further, along with a draft of the narrative (which we'd also expect them to elaborate on). I guess I'm just asking if anyone has a good example, as we're struggling to make content which our partners find comprehensible
Greg Greenberger (Neptune)
but i think it's a great idea we do this live and record questions
Sunir Shah
@channel REMINDER TODAY at 1pm PT

We’re hosting @Matt Irving today to teach us all about his amazing Bow-Tie funnel strategy to build the Partner Flywheel that has grown WP Engine’s partner channel 50% globally.

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_okG-VnwqSR2SO9R2AoFlkA
Robin Seidner
Will this be recorded? I have a conflict
Matt Irving
Thanks everyone for a great turnout and questions! Let me know if there's anything that I can do to be a resource as you get the framework.
Sunir Shah
@Robin Seidner we record it all and post it on youtube. Please subscribe! https://www.youtube.com/c/CloudSoftwareAssociation/playlists
Hari Pragdish
Hi Everyone, We just incorporated our company and am looking for a bank in Canada. Our HQ is in Toronto and I would like to know which bank would be the best

Can you suggest me some?
Sunir Shah
TD, BMO are decent because they have good cross-border services. I use Scotia because it has good retail services and digitalization. I’d avoid CIBC personally, but that’s my opinion.
Danny Deganis
Any Canadian bank that is willing to extend a new business a credit line at reasonable interest rate is the best one....lol Good luck
Danny Deganis
TD has always been decent to me as well
Hari Pragdish
Thank you so much @Sunir Shah @Danny Deganis. Whats your thoughts on HSBC?
Danny Deganis
Can't say I know anything about them Hari
Evan Radisic
@here Reminder folks TODAY...Tune in for PartnerUp podcast live @ 5:00pm EST with Norma Watenpaugh, CEO and Founding Principal of PhoenixCG fire They will be discussing “How to build an ecosystem to win against your competition” We will have a Q&A with our CSA Executive Members with Norma afterwards. If you haven’t signed up as an Exec member here is a link. Tune into Podcast via link here.
Carolyn Williamson (CommentSold)
Good morning, coffee.

I am ISO software advice. We have quite a few deals to hand to our Solutions partners and I'm looking for a way to easily follow-through and report on these deals as they progress. Handing over spreadsheets and chasing updates is exhausting.face_palm.

What is the best software to manage these deals handed to partners outside of our Salesforce instance?
Travis Bradley
Hi Carolyn, I find if you have good SFDC hygiene and build out the correct objects to match opportunities to partners, it can be done in SFDC. That said there are a number of PRMs that can share the deals with partners, we used SFDC Communities at my last company but others here use allbound and Zift One,

What exactly do you need to do?
Kelly Sarabyn
A PRM does sound like a good fit for what you're looking for as it provides a place to collaborate with partners, register deals, and track results as well as automate communications and elect to get notifications, but agree with Travis it depends on what you're looking for exactly. One thing to keep in mind is the workflow for your team and your partners - ie what systems your partners are using and if they are willing to log in to a partner portal if you offer them one. Most if not all PRMs do integrate with Salesforce which can help workflows and attributions.
Norma Watenpaugh
Forrester publishes a Wave document on PRM systems. I agree with the other contributors, that if you want something simpler than SFDC, look at a PRM. They also have the benefit of using only on SFDC user license rather than having to provide one for every partner/user.
Norma Watenpaugh
Found this graph which might get you started. Full disclosure, I've working with Impartner of late on a PRM-lite product: Channel Ignite configured for smaller partner communities 100-200.
Carolyn Williamson (CommentSold)
@Travis Bradley - Thanks for asking and for the SFDC tip. We use SFDC internally and I am looking into the partner community offering. Just seems like there may be a nice addition to SF that would allow us to share deals and then the partner would be able to update them. I've evaluated allbound, but didn't go with that because our certification program needs required a more robust offering. I haven't heard of Zift One so I 'll check that out.

Now that we've added a solutions program, we are seeing a very high adoption rate internally, and everyone wants to bring in one of our partners - just need a clean way to keep everyone in the know of what's coming and going.
Carolyn Williamson (CommentSold)
@Norma Watenpaugh thanks for the transparency on whom you rep! This graph is helpful and great to know that a PRM could use a single SFDC license to leverage the deal information.
Kelly Sarabyn
@Carolyn Williamson (CommentSold) we have a partner tech ebook that has a chapter listing all the major PRMs - it covers all their features and strengths if you want to compare and see which one might best fit your program and team. You can download it here (it's free): https://pandium.com/resources/the-partner-tech-stack-vendor-review/
Sunir Shah
@channel TOMORROW 1pm PT. Get inside the mind of a Microsoft SI partner.

I’m interviewing @Chaitra Vedullapalli, Meylah who has built a “born in the cloud” System Integrator (SI) from the ground up over the past 8 years in the Microsoft channel, later on adding other vendors like Smartsheet and Beautiful.ai.

If you’re trying to work with SIs and service companies, this is another opportunity to understand the other side of the table. I’ll be asking her what makes her business work.

• What is Meylah?  • Who are your customers? • What do you do for them? • How did Meylah start? • Why challenge did you face at the start? • How did you figure out how to build a business around Microsoft? • What did Microsoft do to help you grow?  • What could they have done better? • What other vendors are doing to support you? • Where is Meylah business now? • What are your biggest challenges as an SI in 2021? • What do you need from tech vendors to help you grow? REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_Y3-m8Y3hSI-wGxAYNncuFw
Amanda Nielsen
Is there a recording??
Sunir Shah
It’s up on our YouTube channel. https://www.youtube.com/watch?v=pBQCXD3F8eU&list=PLOkkgPudY8CvC7yV2K6gV7DQg0hddJ_Ay

Please like and subscribe!
sudhir
Does anyone have any experience with Linkedin Marketing Developer platform programme? Really appreciate if anyone has any insights about the programme or connects at Linkedin.
Sunir Shah
CSA has a member. I DM’d you.
Ryan Lunka
Hey everyone. I’m jamming on some content about how to structure integration teams + how they interact with the rest of the org (like the partner team, of course). If anyone is interested in sharing some experiences (good or bad), thoughts, or opinions, reach out.
Jenny Risch (Electric.ai)
Hi Ryan - Im interested in your learnings here, mind if i reach out in a few weeks?
Amir Karmali (Daylite)
@Ryan Lunka i’m trying to figure out the same. Would love to learn what you learn wink.
Ryan Lunka
I will definitely post in this thread when we get it out!
Kevin McFarland
@Ryan Lunka - I’d love to think through this with you or hear what you come up with. I’m just starting to develop our integration strategy and initial partnerships after which I’ll be needing to grow a team
Ryan Lunka
First post out about this topic, if anyone’s interested. Feedback, thoughts, ideas always welcome! https://www.blendededge.com/blog/structure-product-integration-team
Lisa Thoman Lawson
Need to ramp new Partner Managers quickly to hit aggressive targets this year? SaaSy's Partner Manager workshop geared towards relatively new PM's is happening mid-March. DM for more info and a discount code!
Sunir Shah
@channel WHAT’S UP TODAY?

SaaS Growth Summit. Many of us are at the https://saassummit.user.com hanging out.

1pm PT. Get inside the mind of a Microsoft SI partner.

I’m interviewing @Chaitra Vedullapalli, Meylah who has built a “born in the cloud” System Integrator (SI) from the ground up over the past 8 years in the Microsoft channel, later on adding other vendors like Smartsheet and Beautiful.ai.

If you’re trying to work with SIs and service companies, this is another opportunity to understand the other side of the table. I’ll be asking her what makes her business work.

• What is Meylah?  • Who are your customers? • What do you do for them? • How did Meylah start? • Why challenge did you face at the start? • How did you figure out how to build a business around Microsoft? • What did Microsoft do to help you grow?  • What could they have done better? • What other vendors are doing to support you? • Where is Meylah business now? • What are your biggest challenges as an SI in 2021? • What do you need from tech vendors to help you grow? REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_Y3-m8Y3hSI-wGxAYNncuFw
Sunir Shah
@channel We’re on live with @Chaitra Vedullapalli https://us02web.zoom.us/webinar/register/WN_Y3-m8Y3hSI-wGxAYNncuFw

Already the pre-interview was getting spicy talking Microsoft over the years. this will be fun. :)
Norma Watenpaugh
Curious to know - Does anyone use SLACK as a communications platform with your partner?
Bharat Chopra - orangeKarma
yep - we actually created an entire slack community for our customers; and so drive our partners to that community and then create private slack channels with each of them to manage our relationship
Sanjay Goel (NachoNacho)
Nice idea!
Len Bruskiewitz
Yes, we use a shared channel to update each other on the status of prospects/customers.
Jake Wallace
Yup. Shared channels with our key partners and team users.
Len Martin
Yep, sure do!
Carolyn Williamson (CommentSold)
Yes for all of the reasons mentioned above.

I wonder how this will enhance with Salesforce’ acquisition of Slack.
DELETE OLD JARED PROFILE
We just had our SKO and had the head of Adobe’s ISV program talk to all of our field.

And he said something so big so clear I have to share it with everyone here.

“The best sellers of 2021 are the ones who best leverage their ecosystem.”

Wow. Take that to your sales team tomorrow.
Marco Geraghty
Morning folks from the U.K! Would you like free access to a no-code data science platform?

I'm looking for early adopters to try out our cloud based Saas no-code platform Gyana in turn for 6-months of free access. We help users do hard things with data very easily. The time you spend in excel, cleaning data and generating reports can all be done in a collaborative cloud browser tool able to handle millions of rows.

For members of this channel we're operating an initiative to support start-ups where you can get 6-months of free access to the platform to help you on your growth journey, check it out the tool here: https://gyana.com/

Free 2-week trial can be activated on the website and then DM me or comment here for upgraded 6-month access. Good luck and hoe you all have a great day!
Stewart Townsend - Channel.Vision
@Marco Geraghty Love to test this out, I keep hiring people, trying to learn Big Query, keep getting data and want to put into something that I can produce actionable insights and outputs from. Happy to push out to a wider community and testimonial, for context I setup www.bigdataweek.com back in the day and sold it three years later.
Stewart Townsend - Channel.Vision
@Marco Geraghty Also where are you based? are you in the UK?
Marco Geraghty
Hey Stewart yes, I'm in London - Big Data Week looks fab! Yep your use case sounds interesting and quite similar to a lot of people I speak to, large enough to have shed loads of data but without a full scale dedicated data team etc and limited by SQL or Big Query. Would love to work with you on this and take on board your feedback as well.
Stewart Townsend - Channel.Vision
It was before BD was main stream, hosted 300K people globally at events across a week. Shall I sign up on the trial and can then compare with my experience of someone else doing this for me and thus have experiment.
Stewart Townsend - Channel.Vision
Also looking to get EMEA companies onto a CSA webinar talking about their challenges, growth etc... Ill DM you
Mariia Onyshchenko
Hi partner managers all over the world blush A questions about featuring the in the company newsletter… What are the rules there in your org? I mean, do you only feature newly joined partners? or high performing partners? alphabetically? sweat_smile
Matthew McHugh
All of those methods above are great, and I feel that we've used them all. I typically end up lobbying for whatever tells the most compelling story (for the context of the newsletter). In my experience this changes on a rolling basis, and finding the best way to feature is half the fun (most of the time simple_smile )
Robin Seidner
I think the best use for showcasing partners are around stories with a joint customer success. It shows the value of your partner ecosystem both to partners and customers. So make it more about customer value, unless you have gives in your program that reward high-performing partners
Matthew McHugh
Ditto on this from Robin ^^. Stories focusing on joint success, showing value are 100
Mariia Onyshchenko
blush Thank you! Super helpful!
Jens Van Dyck
Happy Friday folks! I'm curious to know if anyone is on the Samsung Appstack marketplace? I'd love to pick your brain on that experience + success? Shoot me a DM simple_smile
Nick Valluri
Hey Jens - I connected @Valeri Potchekailov with an old colleague of mine here. Maybe Valeri can share takeaways from that conversation.
Jens Van Dyck
Thanks, Nick! Sending Valeri a DM
David Brown
Hi all, can anyone recommend any onboarding/walkthrough tools ideal for SaaS apps that don't cost an arm and a leg, e.g AppCues is totally out of our budget. I believe one of our issues in churn is due to the product being too rich leaving users feeling overwhelmed and I'm hoping introducing some interactive guidance when they want it will help rectify that.
Arpit Choudhury
Hey David, can highly recommend Userflow.
Arpit Choudhury
It's way superior than AppCues and costs less too.
David Brown
Hmm still looks to start at $250/month
Marco Geraghty
Hi David, seen a few products in this category on AppSumo recently such as this: https://appsumo.com/dashfrugal/

That said can't vouch for them but given low price could be worth a shot
David Brown
thanks I'll take a look
Sunir Shah
We’re using userpilot.com at AppBind.
Nick Valluri
I've heard good things about Candu, still $199/mo for starter plan though.
David Brown
Thanks all !
Sunir Shah
@channel Hey folks, we continue to work on building a successful job market for all of us.

Long time CSA member, @Dave Weinberg, realized like we all do that recruiting for skilled partnership leaders is hard; and applying for partnership jobs without scaring your partners is harder.

Dave has built a recruiting business, Gently Ventures, focused on SaaS partnerships. As a former SaaS partnership leader, he understands the unique elements of our role.

Reach out to @Dave Weinberg on Slack. He’ll be working with us in #jobs and the job board as well.
Dave Weinberg
Thanks @Sunir Shah! Excited to partner on this endeavor.
Sunir Shah
@channel WHAT’S UP THIS WEEK?

THURSDAY 12pm PT. starstarTHE STATE OF THE PARTNER ECOSYSTEM 2021 star star

Join @Bob Moore from Crossbeam for the incredible annual State of the Partnership Ecosystem report put together by the ever amazing @Sean Blanda (Crossbeam). I’ll be talking with Bob about the good, bad, and ugly in the report and what it means to us all.

Come ask him questions live about what the data means to you in your partnerships career.

calendar REGISTER https://us02web.zoom.us/webinar/register/WN_agtjGMizQJeHgImK8YdOsQ

------------------- Tuesday, 2pm PT. microphone Scott Barker, Outreach.io joins @DELETE OLD JARED PROFILE and @Justin Bartels in our weekly podcast to talk about how Scott has leveraged his community to build an expansive ecosystem.

calendar REGISTER https://www.addevent.com/event/XK6056486

------------------- handshake PLUS @Dave Weinberg has built a recruiting firm, Gently Ventures, focused on SaaS partnerships. He’s helping us with our job market ecosystem. Hang out with him in #jobs
Evan Radisic
@here

There is an art and science to creating a” partnership centric” organization.

Join me for a Mastermind session with @Jason Breed  where he’ll share how he grew partnerships from 0 to 35% of revenue in a company that didn’t believe no_good

“When I started at Crownpeak, we lacked a clear vision and strategy for partners. Our executive team never managed a partner ecosystem. We had a culture of “do-it-ourselves”. It was an uphill climb to start”

Yet, after only two years (including a pandemic) partner-generated bookings account for 35% of company revenue. 

fireFebruary 25, 10am PT, Jason will share how he created a “culture of partners” at Crownpeakfire

We only have 15 spots for these sessions, first come first serve. If you want in register HERE
Evan Radisic
ok less than 10 spots left already…
Eugene Krimkevich
Hi friends - hoping someone can get me out of partnerships no-man’s land. We had a company identifying itself as a reseller reach out to partner with us on an RFP. They’d like to establish a broader reseller relationship. However, there’s very little reselling going on - no managed services, minimal enablement/training (their team is tiny), main benefit to us is we can enter deals on their paper and skip some lengthy procurement steps. Anyone worked with partners in this kind of procurement capacity before? Any pro-tips or watch-outs to keep in mind?
Evan Radisic
Get a reference if you can. See who they’ve worked with before and see if you can get on a call with anyone that’s worked with them on something. I’d even go as far as posting it in the executive membership area of CSA and see if anyone has worked with them p
Greg Greenberger (Neptune)
so this model does have validity depending on where their customers are and how much of a discount you give them (typically much smaller than what you'd give a VAR). As evan set get a reference. I've worked with several resellers like this who will do little other than fulfill our contracts on their paper, but are approved vendors in the public sector. Even if they do no additional services on top, the small discount we give them is far worth the amount of time and effort it would take us to go through the procurement departments of government bodies
Greg Greenberger (Neptune)
if however their references and customer access are in demographics where you already have an ability to sell into, then their value to you is questionable
Greg Mitchell
We use "fulfillment" vendors on a somewhat regular basis, when it's advantageous to us to get on approved paper with an end customer. It's not the main way we transact, but it's nice to have the option for the field. We have 2 vendors / geo so that we have some choice, and what's most important is reach, so they are big players like SHI, etc.
Eugene Krimkevich
This is super helpful, thanks @Evan Radisic, @Greg Greenberger (Neptune) and @Greg Mitchell for the guidance! Comforting to hear this is not an unheard of model. Will do some more vetting with these guys (incl. references).
Sunir Shah
@channel REMINDER. TOMORROW 12pm PT I’m interviewing @Bob Moore from Crossbeam about their amazing 2021 State of Partner Ecosystem report. (https://blog.crossbeam.com/2021-partner-ecosystem-report)

Frankly, I think of this report as the “How do I get promoted as a partnership professional?” guidebook. I know at least one person at the CSA who has radically changed her career because of it.

• We’ll be digging into what partnership compensation really looks like and why? • What KPIs you need to focus on to move up the ladder as a partnership professional. • Do partnerships really belong inside the sales, marketing, or product organizations? What’s the trend? If you have your own hard questions you want Bob and I to dig into, reply to this comment.

point_right REGISTER https://us02web.zoom.us/webinar/register/WN_agtjGMizQJeHgImK8YdOsQ
Grace Hayes
Do you have the recording for this @Sunir Shah?
Sunir Shah
@here ok, we’re on with Bob Moore to talk about the State of the Parnter Ecosystem. See you on Zoom. simple_smile
Bader Hamdan
Updating with CH link...

Hi All, I'm hosting top startup coach in the world, Alisa Cohn, tomorrow Wed Feb 24 at 5:30pm PT / 7:30pm CT on Clubhouse. The session is titled "Startup to Grownup: The Business and Life of Founders" and would love to have you all join, thanks!

https://www.joinclubhouse.com/event/M1ODRv9L
Bader Hamdan
Hi all, wanted to share an article I wrote called "My 10 Partnership Commandments"

I'd like to invite you all to join me as I'm hosting two Clubhouse wave rooms over the coming week to unpack and discuss these with both the Sales and Startup Clubs, please join!

Saturday, Feb 27 at 4:00 PM CST: https://www.joinclubhouse.com/event/P0Yka3j3 Tuesday, Mar 2 at 12:30 PM CST: https://www.joinclubhouse.com/event/xj4A686m
Bader Hamdan
Team, I had to postpone this weekend’s session due to a personal emergency. I will host the session tonight at 8pm central.
Evan Radisic
@here MASTERMIND SESSION

Spinning up a new “partner program” has its challenges. Try launching when there is historical baggage attached on top. skull_and_crossbones

When @Eugene Krimkevich inherited an agency program running on fumes (at a tech unicorn), here is what he did…dart

fireThursday, March 4, 10:00am PTfire

Free to Executive Members Community Members register here.
Sunir Shah
@channel What’s up this week?

VIDEOS • Crossbeam’s State of the Partnership Ecosystem. https://www.youtube.com/watch?v=nVgVG_0W5os • 0 to 60 as an SI in the Microsoft ecosystem. https://youtu.be/pBQCXD3F8eU MASTERCLASSES!

calendar THURSDAY 10am pt

How I get partnerships on track in my first 90 days

@Eugene Krimkevich (linkedin) has worked in partnerships for 10 years at companies like Chegg, MINDBODY, InVision, and now Onna.

Inheriting partnerships and building a strategy from scratch is an exciting opportunity, but it requires discipline and a method.

Eugene has done it over and over again. He’ll talk you through:

1. Quickly determine the state of partnerships so you can plan 2. Setting a clear partnership strategy and getting the organization to buy-in 3. Relaunching to your partners to rebuild trust and get results

calendar TUESDAY March 9 10am pt

How to partner with your competitor

@Danielle Price (Intuit) (linkedin) is literally writing the book on how to build a channel acquisition program.

She gave an incredible talk about how she rebuilt her channel partner marketing program from scratch to contend with the lockdown.

By popular demand, she’s delivering a Masterclass on how to partner with your competitor, a tricky situation she’s navigated skillfully.

point_down point_down point_down SIGN UP AS AN EXECUTIVE MEMBER TO JOIN Masterclasses are services we do for our Executive Members. You join as an Executive Member here fire
Jason Breed
Quick tip - RFP’s: responding to RFP’s is quite an arduous task for anyone. We use rfpio.com and it simplifies the time and task immensely. One unexpected insight today I thought I would share from our team: > What does it mean when the questions to an RFP we just received are exactly word for word with questions in our RFPio that we filled out in 2018? These prospects are using a “consultant” to help with their RFP so I’m wondering if this is recycled content from the same consultants... So a 300 question RFP literally took 2 mins to respond to!!!!! We will of course edit it a bit but the heavy lifting is done. Not connected to them, but Highly recommend!
Bharat Chopra - orangeKarma
Following on @Christopher Smith footsteps, anyone interested in a gorilla mastermind in the next few weeks on the topic: When should a technology partnership be monogamous, and when is it better to be, mmmm, a little more liberal with our relationships and work with multiple companies in a specific category? And when should we expect a partner to be singularly committed to us vs. playing the field?

Would love to have some people that have gone through this to join in and provide stories and lessons.
Christopher Smith
I’m in for this one, Bharat!
Kenny Browne
I’d be in too
Bader Hamdan
I’m in!
Evan Radisic
This is excellent and can be approached from both sides. Would definitely be interesting to hear some perspective/experience on this
Sunir Shah
oh, exclusivity creates so many feelings in me. I’m in.
Bharat Chopra - orangeKarma
should we make this an exclusive event?
Evan Radisic
Hey @U01FW0KC0SU><@U0114V5A2C8><@U01HQL0ME5D><@U9EBK52DD><@UV9SNC04E, how is Tuesday, 10am pacific for a zoom call on this?
Evan Radisic
I’ll send out a cal invite for this now. hope all can make it. I’ll bundle this in with another chat around Co-selling ROI. Should be a heated discussion! fire
Bader Hamdan
Tentative for now
Christopher Smith
Same, tentative as well, looking to clear a conflict. Can we record, maybe start a library of these?
Sunir Shah
we have a video library; but it’s for the #members only
Christopher Smith
Love those member benefits @Sunir Shah! I will definitely take advantage of this one if I miss it.
Bharat Chopra - orangeKarma
i will be there
Benjamjn Lejfer
Not sure if this is the right channel, but anyone here work for / know someone on the Asana partner team? I have a few questions and would love to connect with someone who can help! Thanks.
Jason Breed
try Vlad -
Evan Radisic
@here MASTERCLASS THURSDAY 10AM (NEXT WEEK)

Does your CEO know your product integrations are making money?money_mouth_face

Everyone knows that software has to be integrated, right? Customers demand it. But are they making money?

Engineering resources are scarce. Are you using them efficiently?

You need a system to help you plan, prioritize, execute, and deepen any integrated partnership.fire

@Ryan Lunka, formerly VP Product and COO of nChannel and now CEO of Blended Edge, has been organizing engineering and marketing teams to deliver consistent, predictable revenue results through a focused integration partner program.

In this Masterclass, he’ll walk you through exactly how he does it dart

Thursday, March 18, 10:00am PT

If you want in REGISTER HERE
Evan Radisic
@here In this MasterClass we will discuss monetizing product integrations with Ryan Lunka, CEO of Blended Edge and former VP product and COO of nChannel. Learn how to plan, prioritize, execute, and deepen integrated partnerships. Thursday, March 18, 10:00am PT. Click to REGISTER NOW.
Sunir Shah
Love the new graphic design.
Aleksi Mattlar (Vena)
Hey gang,

I'm trying to find the best way to see which consulting partners my companies clients work with but am finding it rather tedious to do manually.

Does anybody have a method to make this easier, or use a program to make this less painful? If so, I'd love to connect with you.
Kevin McFarland
I'd love to find out what you learn. I haven't heard of a good way to do this. We have a field in our CRM to track consulting partners engaged at the client/involved in our deals, but I don't have a better system than that at the moment
Mary Vue
me 3x.
Aleksi Mattlar (Vena)
@Kevin McFarland haven't had luck finding a tool but have been pleasantly surprised how much you can find from a client testimonial page on a consulting firms website.

i suspect the best way to track this is to put the "consulting partners engaged" field into your CRM, and then get your implementation/PS team to fill it out for new clients as they're onboarded
Kevin McFarland
Thanks for the follow-up @Aleksi Mattlar (Vena)! We do have a field in the CRM for deals that involve partners and we do occasionally hear from clients themselves about which consulting firms they work with, but like you, it's manual past that.
Rowena Cumner
Hi @Aleksi Mattlar (Vena), I'm wondering if that's a key data field they have in ZoomInfo and Cognism? Because their platform knows which organisations are emailing which, most regularly, and are consulting partners. Might be worth checking as recently had demos on both tools and it alluded to that feature. Cheers, Rowena
Aleksi Mattlar (Vena)
@Rowena Cumner i emailed zoominfo & asked about that. i know you can find an organizations entire software stack within zoominfo, but am not sure it extends to which implementation and services partners they use. will report back once i know
Aleksi Mattlar (Vena)
@Rowena Cumner i checked with ZoomInfo and you can search your active clients by intent topic to see how they're trending. you can put the name of the consultancy as the intent topic, so it can give you some foresight.

might not work as effectively for big firms that have a lot of specialized practices like KPMG or EY though
Rowena Cumner
Thanks @Aleksi Mattlar (Vena)! Great to know!
Trevayne O’Brien (Skylark Platform)
Hi all, i’ve tried searching in slack and the CSA website. Does anyone have any good reading material on bonus/commission structures for partner managers/leads?
Cliff Simon
Hey Trev, happy to walk you through what we do with our folks in that regard.
Tawnee Steinke
I would love to hear everyones feedback on this. This is something we have been looking to put in place for our team as well.
Aidan Weinrib
Also very interested in answers here! We have one rep for our channel program and are testing out a commission structure based on hitting targets for 2 KPIs: # first referrals (new partners submitting their first closed-won signup); total # new clients sourced. Our product currently has standard monthly pricing, so we went with #s instead of $s as targets.
Allon Massil
megaHappy Friday CSA team!megaMy company (NoFraud.com) is currently looking for a VP of Marketing. We're a rapidly growing start-up so this would be a hands-on position. Ideal candidate would be: Marketing Director and above, 5+ yrs experience, eCommerce SaaS background. If you know anyone that would be a good fit, please DM me. Thanks and have a terrific day/wknd! smiley
Sunir Shah
amazing. please post in #jobs please
Sumer Chawla
Hey guys, wondering if anyone has recommendations for a good book/guide on the basics of investing in saas startups?
Sunir Shah
like, how to be an angel or VC?
Sumer Chawla
yes sir!
Rowena Cumner
Hi Everyone! I'm new to Cloud Software Association but have followed Sunir and a few of the webinars for a while. Looking forward to being an active part of the community! I'm Rowena - have been Global Partnerships Manager at MOO (moo.com) for 6 years until the world decided it didn't need business cards so much anymore and now leading Partnerships and Integrations at FoundersCard. Looking forward to being a genuine and active member and learning from you all too. Best wishes, Rowena 100
Sunir Shah
one card to another. lol. Welcome!
Rowena Cumner
HaHa @Sunir Shah indeed. Hoping the business card will revive in a few years though, they are still special! grimacing
Jeff Burak
Anyone have a great template for a new partner MOU?
Kyle Spencer
Hello to all! I hope you all are well. I'm looking for a consultant (or someone who wants to make some extra money giving me some advise). I need to learn about structuring an exclusive software licensing agreement (to an exclusive reseller) in Canada. The US company owns the IP. I'm working on a very tight deadline so I'm willing to pay a premium for advice tonight or first thing tomorrow. I'd also love any thoughts or experience any one has on the topic in this thread. Thanks in advance!
Sunir Shah
Otherwise, I’d ask Denton’s Law
Sunir Shah
You can email Mike Hollinger from here. https://www.dentons.com/en/insights/alerts/2020/april/24/overview-of-canadas-250m-innovation-assistance-program

Tell him I referred you via the Cloud Software Association and Founder’s Institute.
Sunir Shah
Meanwhile you can google “Exclusive Distributor Agreement Canada”. There’s one on the SEC website, which means it was disputed in court, so don’t use that lol.
Kyle Spencer
Thanks, @Sunir Shah !
Evan Radisic
@here Hey folks, we’ll be having a little impromptu discussion session in 1 hour on:

Partner exclusivity dynamics and Measuring Partner co-selling ROI” fire

Today, 9am PT  Drop a comment if you want to join and I’ll send you a cal invite point_down
Korina Aviles
Unfortunately, can't attend today. Can you provide a recording?
Scott Mann
Very curious about how the partner exclusivity discussion went.
Sunir Shah
I have notes.
Sunir Shah
will post a summary in #members
Richard Kennedy
Hi all,

I am currently building my partnership strategy for our business.

Does anyone have any content or comments that touch on how partnerships will improve the unit economics of the business?

Cheers!
Ryan Lunka
Based on the question, I assume you’re viewing partnerships as primarily a revenue generator. I think you’ll want to model out CAC for partner sourced customers, so you can compare to the other means for generating customers. I’d look at it over a 2-3 year time horizon as well, because it’s likely that investment in partner-sourced revenue is going to show a better ROI that way.
Carol Martindale
What kind of business do you have @Richard Kennedy? We use a benchmark of a LTV/CAC ratio of at least 3 for all of our revenue channels. We’ve seen the LTV/CAC ratio to be 6-8. It took about a year to fully ramp up.
Kevin McFarland
@Richard Kennedy - i'd echo Carol, it depends on the kind of business you are running. I've worked in the enterprise SaaS space and for public SaaS companies, many partner with System Integration firms to maintain SaaS margins and no dilute it with professional service margins, which are much lower. Happy to share more, but that's often a key financial reason for using partners for professional services vs. building your own prof services org
Richard Kennedy
Thank you @Ryan McDermott @Carol Martindale @Kevin McFarland. • We have a SaaS product • Selling into the commercial real estate sector • ACV $20k • Working with accounting firms as our primary partners and; • Accounting software system integrators We are 1 year in. Set up processes and brought in a portion of the businesses revenue but the partnerships unit economics aren't necessarily better than direct and inbound methods. Good to hear that it can take a time for the superior metrics to kick in!
Kevin McFarland
that's helpful. happy to chat more about this. it's interesting. here's my gut reaction - $20k ACV is a small deal size so you need high volume, high velocity sales. Likely, what you'll get with a partner ecosystem of resellers or referrers will be greater & faster scale. Sunir may know more or be able to point you to others that have build partners for similar products or business models like yours.
Robin Seidner
I'd agree - that is a small ACV amount. Unless the implementation or ongoing support costs are 1:1 or more, you are better off with a reseller model than an SI model, as there isn't a big enough incentive.
Carol Martindale
echoing @Kevin McFarland and @Robin Seidner. The ACV at Leadfeeder is actually less, but our large ecosystem of resellers/referrers has made it a sustainable and growing revenue channel. We partner with marketing agencies primarily and they either build Leadfeeder into their solutions package or simply refer us and get a kickback. One agency on average will bring in 4 paying customers to us, but our most active ones bring in 20-30 paid customers.
Richard Kennedy
Thank you very much all ! Makes sense thumbsup
Nick Valluri
Does anyone have a good recommendation for a consultant for early stage companies buiding partner/channel strategies?
Nick Valluri
@Lisa Thoman Lawson Glad to see you're in here! I ended up recommending you based on some great posts of yours from crossbeam. It was just a friend of a friend thing, so I unfortunately don't have more details than that, but keep your eyes open for a note.
Lisa Thoman Lawson
Awesome, thanks so much for the recommendation!
Lisa Thoman Lawson
Here is my website in case you want to pass it along: https://www.ltlpartnerconsulting.net/
Sunir Shah
@channel Next week, we have a really strong SaaS Connect 1:1.

Your API is your business with Christian Owens, CEO, Paddle and @Tim Metzner (Cofounder) fire fire fire

Many billion dollar SaaS companies’ core products are their APIs. Integrations aren’t just a strategy, it is their core purpose. For these companies, partnerships are mission critical.

It may surprise you, but being partner-centric from the beginning radically changes the way these companies think and has opened up much more dynamic and nimble market strategies.

Whether you’re API-centric or not, these hyper-partnering companies have a lot to teach us.

Paddle is a master of making the pain of international payments, tax and compliance go away; and Coterie has cleaned up the mess of commercial insurance for the Internet.

calendar REGISTER Thursday, March 25, 10am pt https://us02web.zoom.us/webinar/register/WN_MGg3mTN5SoqS6e-eTd477Q
Maddy Martin
Love this! Completely agree. I'll be there.
Christopher Smith
You know I am in for this one @Sunir Shah
Sunir Shah
amazing
James Sandoval (MeasureMatch)
I’m in for this one. Big fan of @Tim Metzner and the Paddle team.
Tim Metzner
Enjoyed the chat. Feel free to reach out directly if anyone wants to jam more on this topic.
Gokul Anantha
Hi All. We are hiring channel sales reps. Wondering whats a good benchmark to budget in ?
Sunir Shah
@channel What’s up this week?

calendar THURSDAY 10am pt. They turned their APIs into their entire business

bricks There is no more powerful tech partnership strategy than making the entire product revolve around your API. All software is a component in your customers’ systems, so why not design your entire product as a component?

That’s why I’m super thrilled to have Christian Owens, CEO, Paddle and @Tim Metzner (Cofounder) join us on Thursday for a SaaS Connect 1:1.

tophat Not only have they build powerful platform strategies, but they have done so by taking legacy industries and making them Internet ready. Paddle has made international payments, commerce and tax compliance a plug-in component; and Coterie has turned commercial insurance into something ready to be sold directly in your web app.

fire And they have crazy hot partnership skills! They had to convince all these huge legacy companies to give up on their own direct sales and let Paddle and Coterie take them to market. That takes some serious partnership skill.

point_down point_down point_down  REGISTER Thursday, March 25, 10am pt https://us02web.zoom.us/webinar/register/WN_MGg3mTN5SoqS6e-eTd477Q
Sunir Shah
Upping my emoji game
Bharat Chopra - orangeKarma
has anyone built an integration from your platform into QuickBooks Online? If so, I’d love to pick your brain as we are doing this right now.
Sarah Park
Bharat, I'll DM you personally!
Eddie Patzsch
Hi @Bharat Chopra - orangeKarma we've built one, happy to chat!
Bharat Chopra - orangeKarma
Thanks so much Eddie! I will DM you
Sunir Shah
@channel TODAY 10am PT. Join us for a very hot live conversation. fire fire fire

What is the most powerful SaaS partnership strategy? Design your product from day one to be the API, a component that can go to market in other people’s SaaS.

I’ve invited 2 of the best API-centric companies’ founders today to talk live with Christian Owens, Paddle and Tim Metzner, Coterie.

1. What does it mean to be API-centric from day one?

2. How API-centric products turns partners into customers

3. Why the best API wins the market, and other companies will let you just take over their go-to-market wrapped inside your API

4. And the magic trick of turning competitors into partners and even customers by selling components instead of products

REGISTER TO JOIN TO ASK YOUR QUESTIONS LIVE AT 10am PT https://us02web.zoom.us/webinar/register/WN_MGg3mTN5SoqS6e-eTd477Q
Sarah Mouton
I missed this one, is there a recording somewhere I can watch? Thanks
Sunir Shah
@channel We’re on in 5 with Coterie and Paddle to change everything about your integration strategy. simple_smile

REGISTER TO JOIN TO ASK YOUR QUESTIONS LIVE AT 10am PT https://us02web.zoom.us/webinar/register/WN_MGg3mTN5SoqS6e-eTd477Q
Alex Moore
do we have a member directory these days?
Sunir Shah
Yes. Exec members only
Sunir Shah
Come join the party
Alex Moore
been meaning to join most of the pandemic, guess this pushes me over the top simple_smile
Miten Mehta
@Sunir Shah thank you for inviting us to join CSA! My name is Miten mehta and I'm Global Alliance Officer for Fractal.ai, 2500 strong global unicorn with leadership in AI / ML, HQ out of NY. My primary interest is in exploring potential SaaS partners preferably on GCP, with whom we can do joint GTM to target F500 clients in CPGR, TMT< HCLS and BFSI verticals. Request interested companies to connect on and .
rishabh kaul
Any inputs (reading material / templates etc) on how one can create a potential 12 mo territory plan for strategic alliances. We'd have mainly 2 types of partners: GSIs and Big Tech (Goog/MSFT/AWS etc). I am new to partnerships, while I have created territory plans for direct sales, wanted to get n basic understanding on how this might be different for alliances.
Norma Watenpaugh
Rishabh I didn't see a response to your request. I wonder if your 'territory' approach threw people off. I've worked with GSI and the techpartners for many years. Generally we build a business plan first that focuses on differentiated value for a specific client set. Once the value prop and sales model is validated i.e. it is repeatable, then you can scale out and engage the sales teams more broadly.
Rachel Shi
hi all! i am looking for some advice regarding partnerships comp plan metrics and quota from someone who has had experience in building these out. if this is you or anyone you know - please DM me simple_smile
Sunir Shah
Channel or tech partners?
Rachel Shi
channel / referral partners
Evan Radisic
@here  MASTERCLASS THURSDAY APRIL 1, 10AM (THIS WEEK)

Activating agency partners is no joke. The first 30 days is critical.

@Ashley Hildreth built a very successful Agency partner program at Trustpilot and now with Clyde.  She’s going to share her secret formula for agency activation and engagement.

Join us this week April 1, 10am PT. If you want in, REGISTER HERE point_down
richie
Sales vs. Marketing Trivia Competition on April 22nd! Register here for some friendly competition and networking smiley https://app.postal.io/l/xa6irq0q
Melissa Kwan (eWebinar)
Helllooooo wave

I wanted to share this webinar I hosted with @Paddy McGill (PartnerPixel and Other SaaS Companies), legend in this group about how SaaS companies can launch their first partnership program: https://ilove.ewebinar.com/webinar/how-saas-companies-can-launch-their-first-partnership-program-926
Paddy McGill (PartnerPixel and Other SaaS Companies)
I had a blast! Thanks for hosting it and on such an awesome platform #eWebinar
Evan Radisic
Whoever posted this in our survey is my hero grin
Michael Griffin
that's a mighty looking form...
Alex Moore
one of the best things about the CSA is y'all never forget the wine joy
Sunir Shah
We’re an Open Bar as a Service.
Sunir Shah
oBaaS
Jon Muglie (Thumbtack)
Hi All,

Does anyone have a go to market template that they've used with partners that could be shared with me? I'm looking to create a process with new and existing partners to help with alignment, strategy, and execution.
Thomas (SaneBox)
Im looking for a new agency to help us with remote moderated user tests. We used Validately in the past. Any recommends?
Sarfaraz Rydhan
• I’m reviewing role JDs at other organizations, and noticed Ability to review and analyze complex contracts and familiarity with standard deal structures has come up multiple times. What do they mean by _standard deal structures_?
Sarfaraz Rydhan
Would they mean Reseller/Referral/OEM, or something more?
Cliff Simon
I feel like this could mean so many different things. What is the expectation and who defines standard
Sarfaraz Rydhan
Right. I just wasn’t sure if this means things like joint venture / licensing / sku development deal models or what.

also looking to learn more what folks believe are standard deal types in Saas/Cloud partnerships
Cliff Simon
i think standard varies from company to company. I would ask them directly what they mean by it
Kevin McFarland
My two cents - it depends on the role, but there are often norms in the channel. For instance, I hired a guy who's done reseller deals in the SaaS & eLearning space so he knew there are standard terms and resale percentages that people expect. As compared to our internal sales leadership wasn't used to it and so wanted to come up with all their own terms. Ultimately, we spend a lot of cycles internally and were slow to get the channel going and ended up where my hire started - so the morale is - you can't reinvent the whole channel because your partners often work with many others like you and there are standard or normal terms the ecosystem has developed. You move much faster when. you know those
Sarfaraz Rydhan
That makes a lot of sense @Kevin McFarland. Do you have any ideas how to get up to speed for these norms? I’m trying to accelerate my own learning on this before I dive in, and haven’t seen a lot on deal structuring come up as i’ve been searching
Kevin McFarland
good question. best way I've done it is asking people like in the CSA about typical deal structures for the types of partnerships you are working on. as I ramped up, i asked others in the enterprise space about how they typically work with systems integrators and started talking to others about product partnerships. there's a wealth of knowledge here and posting a question or searching the slack threads is a good way to connect with others and learn from them
Sarfaraz Rydhan
sweet. you’re right. thanks for that
Aidan Weinrib
Do you know someone who’s had to break up with a partner before?

We have a channel partner who’s been affiliated with my company long before I came onboard, but they are incredibly aggressive/difficult to work with and crossed a line in the way they spoke to me and my team. I’m contemplating whether/how to officially sever ties. I’m very curious to hear from anyone who has formally or informally withdrawn from a relationship.
Bharat Chopra - orangeKarma
I’d love to hear others opinions on this conversation. I haven’t had to break up post-relationship with anyone, but I’ve had to have several very tough conversations with people that we’ve been exploring potential relationships with for a long time.

Fortunately for me, LeagueApps is a mission driven, values based company. We have a really strong set of corporate values that we lean on specifically for moments like this. They are all based on life lessons we got from playing sports, that spell out SPORTSDOG: • sportsmanship • passion • openness • results • teamwork • student-of-the-game • difference maker • own-your-role • grit in these difficult moments, I always do three things: 1. lean on our values: start the conversation by talking about our values. acknowledge where the partner lives up to our values 2. share the honest truth, that all our decisions are made based on what is going to be best for my customers (local sports organizers) and their members (mostly kids playing sports). acknowledge that we don’t every decision right, but that’s the lens we made it from. 3. lean in on our openness value; fortunately since day 1 for me at leagueapps, i have always talked about our values and specifically the openness one; and practiced this value in our relationship; so they tend not to be overly surprised in the moment; in some cases we decided to build ourselves; in other cases, we went with a different partner that they already knew was being vetted. to the extent i can, i share what i can with them. and then i’ll let them know where and how we can continue to keep playing the game together, even if we may end up competing.
Aidan Weinrib
Thanks Bharat! We have a strong set of corporate values as well, and I appreciate the advice to lean on them.
Sunir Shah
It’s just like dating. If you’re going to break up, get on a call, and break up. Don’t dilly dally.

Don’t spend time blaming them, insulting them or fighting with them on the way out. Don’t judge them. That never works. You’re breaking up because it’s not going to work _for you_ going forward. That’s all you know is true.

“Hi Partner, we terminating our partnership with you. After our last conversation, I realized that our businesses are incompatible.”

Another answer is “We are seeking a partner that more closely aligns with our brand.”

Frankly, I take a more authentic approach, focusing on my own emotions. “Our last conversation made me feel pretty upset. I have decided that this relationship is not working for me, and I am not willing to support you further as a partner. Therefore, we are terminating the partnership agreement.”

They’ll likely be pissed. That’s fine. Acknowledge and move on to actions again. “I am also disappointed we could not make this work. However, we need to outline the actions to tie up the agreement.”

Then you need to understand the severance clauses in the agreement to provide the set of actions to complete the termination.

If they can’t focus on that, again acknowledge and return to close the call. “I understand this was not what you expected. I’ll follow up with a summary of the actions by email.”
Sunir Shah
If you centre your position in something irrefutable, like how you feel and what you are going to do, it’s harder to get bogged down in a back and forth.

A powerful counter reaction is to attack the foundations of your personality. “You’re emotional. You’re a cry baby” etc. That’s a very toxic, abusive response.

Then instead of acknowledging and continuing, you set a boundary and exit.

“I can see you’re unwilling to have this conversation. I will follow up with final steps by email.”
Aidan Weinrib
Thanks @Sunir Shah! That's the pep talk I needed!
Norma Watenpaugh
@Aidan Weinrib I believe Sunir gave you some very practical advice on how to break up. I had a client who had a spate of partners behaving badly and unprofessionally. We put together a code of conduct which encompassed not only "we treat each other respectfully" but also some terms encompassing legal and ethical behavior. (yes, they had this problem, too.) This made the conversation about values very straightforward.
DELETE OLD JARED PROFILE
Question around Partner Enablement — is there any solution out there that is native to SFDC Partner Communities for enablement? I’m not looking to pay for another solution since we already pay per seat/login for communities.

I liked HighSpot since we use it, but I’m not paying $20/seat/mo for an enablement module (content).

CC @Michele Albanese
Ross Clurman
After comparing the cost (now and long-term) of PRM solutions, we moved away from SF Partner Communities (SFPC) to Impartner.

SFPC requires too many add-on (paid) components and customizations to function the way we needed, plus their licensing model won't scale.
Robin Seidner
What about connecting with Trailhead?
David Hillis
Hi Jared, I dropped you a DM. It would be great to connect and discuss the StoryScale solution.
DELETE OLD JARED PROFILE
@Robin Seidner not sure what you mean by “connecting with Trailhead.” Can you tell me more?
Robin Seidner
@DELETE OLD JARED PROFILE You can add on MyTrailhead, which gives you a platform for content - see more
DELETE OLD JARED PROFILE
How did I not know about this module? Interesting, thank you.
Lisa Thoman Lawson
has anyone here worked on any unique strategic partnerships? would love to pick your braiin!
Cliff Simon
I guess it depends on what you mean by unique. I’ve been building ours out for the last few months and would be happy to share whats been working and what hasnt so far.
Ryan Lunka
Following, because I like anyone thinking about something outside the box.
Bharat Chopra - orangeKarma
given the colorful cast of characters in the sports industry, every partnership i work on feels unique to me!
Norma Watenpaugh
Happy to discuss, Lisa. I've been working on strategic partnerships for many years. And yes, when you see one alliance.,,,you've seen one alliance. DM me your preference to connect. N
Bradley Blinn
Seeking help with a job description: Our company is hiring a Partner Development Rep targeting agencies. Does anyone have a job description they'd be willing to share? Even if your job description is similar, that would be great. Purpose of this role would be to recruit and onboard new digital marketing agencies to our SaaS platform. Would require outbound cold calling to agencies. Thank you for any help you can provide.
Sunir Shah
@Dave Weinberg any advice?
Dave Weinberg
I'm sure I could find some. @Bradley Blinn feel free to DM me
Courtney Tyson
Hello! Does anyone have resources to share regarding shifting existing customers (typically already taking advantage of platform discounts) to a rev share Partner Program?
Sunir Shah
Hi Courtney, maybe I can help you. I need to understand more of your problem.
Sunir Shah
I’ll DM
Courtney Tyson
Thank you!
Sunir Shah
@channel WHAT’S UP NEXT WEEK? TURNING THE LEMONS lemon OF PARTNERSHIPS INTO LEMONADE tropical_drink

calendar _Wednesday, April 14 10am pt._ How Callrail and TextExpander rapidly scaled to hundreds of partners

I am thrilled to invite @Stacy L. Carlson and Madelyn Wing, Callrail.

Starting from partner programs that were languishing lemon , they have worked hard to build ripping success. tropical_drink

Callrail has scaled to 1600 partners fire. Stacy took TextExpander’s partner program down to the studs and rebuilt it the right way, doubling quarterly revenue rocket from partners since November.

• Where they had to focus to acquire partners at scale • How they finagled resources from sales and marketing by positioning partnerships correctly • And what they both agreed is their biggest challenge in 2021 point_downpoint_downpoint_downREGISTER TO ASK THEM ANYTHING LIVE https://us02web.zoom.us/webinar/register/WN_OoWJk_dkQFuExgB8S_2S0w

----------------

calendar _Thursday, April 15 10am pt._ Why, oh, why aren’t your partners activating? lemon

Most SaaS partner programs get only 5% to 20% partner activation. WHY?!

It all starts with building a partner profile that fits their business model and yours. And then you need to align your business with theirs. It sounds easy, so why are so many of us struggling?

Dina Moskowitz and Clinton Gatewood, SaaSMAX are professional matchmakers between SaaS and channel partners. They are teaching us what has been working and not working in partner acquisition. tropical_drink

Join the Executive Members to learn from the pros. https://launchpass.com/cloudassoc/members
Jenny Risch (Electric.ai)
Hi All - we are assessing vendors that handle hardware procurement. We're looking at vendors who can manage procurement provisioning, inventory holding and replenishment, repairs, logistics). Insight, TechData and Ingram Micro are already on the list. Please lmk in thread if you have any additional vendors - it would be ideal to have a more boutique vendor in the mix for evaluation.
Chris Brunelli
IBM just spun out kyndryl.com. They focus on large infrastructure management, provisioning etc.
Aidan Weinrib
Anyone willing to share examples of a sales 1 pager for your program or PDFs you've provided resellers?? Looking for design examples of sales/marketing collateral eyes
Kiran Elengickal
@Aidan Weinrib I will share one we created for AWS if it would be helpful ?
Aidan Weinrib
That would be amazing @Kiran Elengickal!! Thanks simple_smile
Kiran Elengickal
@Aidan Weinrib DM on the way !
Lizbeth Burke
@Kiran Elengickal Hi. there. Any chance you could please send it my way as well?
Kiran Elengickal
@Lizbeth Burke Absolutely DM on the way !
Bader Hamdan
Same Kiran!
Kiran Elengickal
@Bader Hamdan absolutely my Clubhouse buddy wink DM on the way !
Robin Seidner
What are your go-to key account planning tools? Anyone using things like Prolifiq or others? If you have a favorite, why do you like it?
Chris Brunelli
Go old-school with Miller Heiman Blue Sheets!
Norma Watenpaugh
How do account planning tools allow for co-sell of two or more partners?
Sunir Shah
@channel WHAT’S UP THIS WEEK? Turning the partnership mudball into gem gem gem s!

calendar LIVE TOMORROW WEDNESDAY 10am PT

Did you inherit a partnership mudball? You’re not alone. What do you do?

I have 2 of the best stories of SUCCESS in conversation LIVE tomorrow. microphone

@Stacy L. Carlson took her partner program down to the studs, relaunched it in November, and already doubled partnership revenue per quarter.

@Madelyn Wing grew her agency channel at CallRail to 30%+ of revenue and 1,600 partners since 2019.

We’ll go into how they analyzed, cleaned up, and found successes with the partner programs; and where they have to invest in next to keep growing in 2021.

Don’t get lost yourself…

REGISTER TO ASK THEM ANYTHING LIVE https://us02web.zoom.us/webinar/register/WN_OoWJk_dkQFuExgB8S_2S0w

calendar THURSDAY 10am PT

Are you wondering why your partner activation rate is less than 20%? Less than 10%

@Dina Moskowitz with @Clinton Gatewood are teaching Executive Members forward what years and years of experience has taught them about targeting partners for success.

Building an Ideal Partner Profile should not be a mystery. It’s just a project, and you can do it too.

This is for Executive Members only, so come join us for the fun.

https://launchpass.com/cloudassoc/members
Lizbeth Burke
Greetings and good morning! I've ben hired at a Software company to design and structure a partner program from scratch. Might anyone be willing to share some of their initial tools, reading material, resources to help get me going? Thank you!
Paddy McGill (PartnerPixel and Other SaaS Companies)
I would recommend checking out partnerprograms.io excellent place to get started
Sunir Shah
We’re also having a SaaS Connect 1:1 today at 10am talking through 2 programs, CallRail and TextExpander. Come join us to ask some questions live
Danny Deganis
I would suggest that you do a few things up front:

Map out the "buyer's journey" (I am pretty close to exiling that word to the corporate jargon waste bin but, I'm sure you know what I mean) Also map out the opportunity lifecycle to identify potential participants that you may not be thinking of currently (Jay McBain at Forrester has some excellent blog posts on channel trifurcation and channel trends). You may find that while a technical partnership is needed to deploy and support your customers, the initial awareness or interest in your solution comes from a non technical business professional like a CPA or a Lawyer etc. and that by including a program pathway for these professionals to benefit from their participation you drive more lead activity, faster.

Secondly, in addition to defining your ideal partner persona(s), outline what a successful partner relationship would look like from your executive teams' perspective. Revenue is always important but maybe brand visibility and awareness, new logos, net promoter score, or greater association and alignment with certain strategic alliance partners might deserve special attention.

Too many people write a plan starting with Bronze, Silver, and Gold, tier the requirements and rewards accordingly and then wonder why their results aren't spectacular. Build a plan that meets the needs and interests of those you want to partner with while also meeting your internal corporate requirements - don't put your company's needs first. Partners will know right away and will respond in kind.

Sorry for the book, I had a few minutes and got on a roll - hope this helps Good Luck Danny
Jim Lezzer
Hi Lizbeth,

I was in the same place at MedBridge in 2019. Partnernomics is a great foundation for this because it provides all of the tools and resources that you need in a simple framework.
Sunir Shah
@channel calendar TODAY 10am PT How do you take a partner program from mudball to masterpiece?

Join @Stacy L. Carlson and @Madelyn Wing who both inherited a partner program without focus or structure but with a lot of promise, and did the hard work to deliver big results.

We’ll talk through • how they figured out who to focus on • how they acquired partners • how they got resources from the organization to build out their programs • and what they need to do next REGISTER TO ASK THEM ANYTHING LIVE AT 10AM PT https://us02web.zoom.us/webinar/register/WN_OoWJk_dkQFuExgB8S_2S0w
Lizbeth Burke
Registered! Thanks.
Evan Radisic
@here MASTERCLASS - next week

Your partner team’s job is to convince companies closer to your customer to tell your story. raised_hands

Step one is know who those companies are.

As a new or even current partnership manager, you need to do this work quickly. Learn how CSA’s one and only @Sunir Shah has done this for _FreshBooks_, _Olark_, _Format_, _Briza_, _and more_.

Follow along the exact market research playbook he does to deliver answers quickly.

fireThursday, April 22, 10:00am PT fire

If you want in register HERE
Jack Cohen
Hey folks, anyone have strong opinions (+/-) on PartnerStack? Feel free to thread or DM me. Thanks in advance for any thoughts.
Jason Breed
I have not used them but interested in the feedback as well. ^^
Taylor Donnell
I have not either but am getting a demo on Monday. Will report back and if you have any intel or insight, gladly welcome it simple_smile
Katie Bentz
We just implemented it and seems to be working well for us! I like that you can add resources for partners to access and segment based on different tiers/channels of partnerships. Very user friendly for our partners to submit referrals so far
Sean Blanda (Crossbeam)
Hello friends! We’re working on a maturity model for tech/integration programs. Think: answer some questions and get a sense of what next steps you should take to grow.

If you help execute a tech/integration program, I’d love to show you the model and get your super-candid feedback! If you’re into that, drop me a DM? pray
Sean Blanda (Crossbeam)
ooooooooooo
Sean Blanda (Crossbeam)
3 steps ahead of me as per usual
Sunir Shah
account mapping is missing. do you know anything about that?
Sean Blanda (Crossbeam)
I think I can dig something up, yeah
Sunir Shah
ok, give me some text to add to the article and i’ll make the change.
Kelly Sarabyn
@Sean Blanda (Crossbeam) we made this '5 Stages of Tech Partner Programs' Infosheet a while back, might be useful here.
Eugene Krimkevich
Hey folks - anyone have experience with unified MSAs where you’re bundling a partner’s product/services and yours into a single contract? Trying to understand the general structure there and key watch-outs to keep in mind.
Ryan Lunka
I have some experience. Be happy to help as I can. Just DM me
Eric Chan
Thanks @Jake Wallace I'm looking for Partners. And talent to support and engage with them. DM me
Erika Childers
Hi everyone! I'm curious about something: How would you all describe the relationship between alliances/partnerships leaders and revenue/sales leaders? Is there usually a common ground between these two roles, or if not, what causes friction between the two?
Sunir Shah
The love triangle of who owns the customer is the number one friction
Bethany Sanders
I think it works best when both sales and alliances/partners role up to CRO. When they are separated it causes friction.
Erika Childers
That's exactly what I was thinking, @Bethany Sanders. What friction is likely to happen when the roles don't roll up to the CRO?
Bethany Sanders
Partner decisions, contracts, priorities are all established without sales buy in and usually are not sales friendly. This does not set them up for success.
Christopher Smith
Clearly defined, and well understood KPIs tied to variable comp from both sides
Christopher Smith
Lack of alignment and/or knowledge of how the other is goaled, means that teams pulling in the same direction is often unintentional.
Erika Childers
This is probably a very basic question (I'm learning!), but @Christopher Smith what are some of the KPIs you think are important in this area?
Christopher Smith
Hard to say it better than Crossbeam does here @Erika Childers: https://blog.crossbeam.com/partnership-kpis-by-company-size-maturity
Erika Childers
Great article, thanks Christopher!
Thomas (SaneBox)
Looking for recommendations for user testing services.

We are looking for a service where user tests are remotely moderated by someone not from our team.
Thomas (SaneBox)
Any ASO experts here?
Alexa Lemmo
Hello! I have a question for the group. In my experience partnership roles and/or teams have been siloed to their objectives in Product, Sales or Marketing and there hasn't been much cross-over/synergy between those departments. Does anyone have an org structure that's currently working or one that they would propose where all of these efforts funnel up to one individual at the leadership level? Or should the leaders of Product, Sales and Marketing own partnerships individually and communicate with their leadership peer group? We're thinking through long-term partnership org structures at Upwork. Thanks for any input in advance!
Tom Balanda (Trustpilot)
@Alexa Lemmo We've recently changed our partner involvement strategy across our entire org at Trustpilot and it has been yielding pretty immediate results! DM me if you want to chat more about this, happy to have a call
Lauren Johnston
@Alexa Lemmo we have a Partnership team that takes ownership of the full Partner relationship working with product, marketing & sales at different stages of the process. It has allowed us to be more proactive with our Partners and has led to closer ties as there is one main point of contact. I am happy to discuss further with you and Tom if you would like.
Alexa Lemmo
Thank you for your response @Lauren Johnston - are you also with Trustpilot?
Alyshah Walji
@Rachel Shi Interesting thread, we're struggling with the same thing!
Rachel Shi
super interesting! @Alexa Lemmo same thing here-- we're likely not realizing the full value of our partners as we are pretty much tied to net new pipeline and revenue when value would likely be better realized when also tied to expansion, reduced churn, increased adoption of free users etc. also would be keen to hear peoples thoughts!
John Joyce
Hi Alexa. Are you using OKRs at Upwork? If the overall revenue leader owns a partner-specific OKR, that can be mapped to/through sales/marketing/partnerships to ensure the partnership team is not operating on an island. So, rather than thinking about structure, focus on cross-functional OKRs that keep the entire revenue organization rowing in the same direction.
Lauren Johnston
@Alexa Lemmo I am with XTM we as a SaaS company that develops a cloud based Translation Management System. I look after our Technology Partners
Taylor Donnell
@Alexa Lemmo similar to @Lauren Johnston , we (Jebbit) have a dedicated Partnerships Team that rolls up directly to our executive leadership (CRO, CMO, CTO, CEO). It's been very helpful for our P'Ships group to have direct lines to this group so that together, we can prioritize our focus areas and then allocate the appropriate resources from Sales, Marketing, Product/Eng.

Worth noting that my group has historically done a lot of our own sales and marketing but that was simply due to our size at the time. I added Partner Marketing to my focus so that we can build more content and scalable "one to many" enablement materials to make the whole process easier as we bring on more. As I'm sure this group knows, there are a lot of moving parts to bring large-scale partnerships to market.
Taylor Donnell
@Rachel Shi you are spot-on by the way! Those are metrics we've now included and it's been very helpful / efficient. Of course, revenue and net-new pipeline generation are still key and core to what we do but so are the other KPIs you highlighted because over time, they can result in more dollars, users, and happier customers.
Alexa Lemmo
Appreciate all of the responses on here. Channel & partnerships are a new(er) strategy for Upwork. We do leverage OKR's + KPI's across the leadership team and by zone, but are still defining what those may be specific to revenue generating partnerships, product integration partners, etc. and who ultimately owns them. I agree that they have to be incorporated in each leadership team members OKR's to obtain cross-functional success if there isn't going to be one owner. Super helpful, thanks again!
Grace Hayes
Hey folks! We've gathered some great insight into a major challenge with CAMs lately, especially during remote work: getting partners activated once they sign on. So, we created this guide to increasing that metric. Enjoy!
Travis Bradley
Does anyone here use ZiftOne for their PRM?
Ben Astin
Definitely not the right link @Travis Bradleyjoy
Travis Bradley
Would love to connect with any one who was successfully implemented
Sunir Shah
@channel TODAY 10am PT. For anyone hasn’t become an Executive Member, I’m running a masterclass today at 10am PT on my very specific process to do market research and map the market to organize a partnership program.

• I run through my exact customer survey questions to understand their perception, your core positioning, and the products and services they use • Where and how to search Google, LinkedIn and other channels exactly to find partners quickly • How I systematically organize the data, and leverage that data to find more partners • And more I am a keener. I’ve put together 42 slides of all my tactics and tricks. boom

Yes, I am recording it, but I am only sharing it with those who care enough to become an Executive Member.

You know what to do! point_right https://launchpass.com/cloudassoc/members
Kevin Brown
Hi @Sunir Shah - i didnt see a link to the recording- I'd hoped to be at the session yesterday but was at a virtual trade event we were sponsoring. Thx
Jazz
has anyone here attempted a partnership with SAP? i'm having some issues with their system and getting the proper agreements sent to us - would love to chat if anyone has had experience with them and can lend some advice!
Evan Radisic
@here MASTERCLASS next week

@Matt Irving increased his agency partners by 50% when he implemented the “bow tie funnel” fire

He’s going to show us how he did it, with specific tactics and methodology so you can hit the ground running boom

He will cover: • Benchmarking your current Partner Program • Aligning activities/value for engagement stages, and • Build alignment through your organization to support Partners across your customer lifecycle Thursday, April 29, 10:00am PT

To register for the single session go here. For executive members its included (as always sunglasses).
Sunir Shah
@channel LIVE FOR EVERYONE NEXT WEDNESDAY, 10am PT.

How do you hit revenue and sales targets from your partner program? 

@Simon Bouchez (Sharework)  came from sales, and drove revenue from partners while at SAP. I’m pinning him down to explain exactly what he did, and why he needed to build Sharework to solve it.

He’ll explain exactly how to construct a comarketing program, out to manage outreach, how to organize cosales the right way, and of course how account mapping is supposed to be done.

REGISTER TO ASK HIM ANYTHING LIVE https://us02web.zoom.us/webinar/register/WN_A7ja7JkjRdSax8zQqUbRPA
Sunir Shah
@Worknet summoned
Michele Albanese
Anyone working with SFDC Communities as a PRM?
Michael Kalus
Yes, we (usercentrics.com) just recently launched our partner portal based on the salesforce community cloud
Michele Albanese
Sweet, we've had it for a bit but have had a very small scope built out. Curious how robust you've built yours
Len Bruskiewitz
Thanks @Jake Wallace - it's an exciting time to be a Fisherman.
Sunir Shah
congratulations!
Sunir Shah
@channel WHAT’S UP THIS WEEK?

calendar LIVE WEDNESDAY 10am PT How will you hit revenue and sales targets from partnerships?

The biggest anxiety I ever had was when I was given revenue targets to hit from partnerships. Do you have a plan to get there?

@Simon Bouchez (Sharework) was in sales at SAP, but figured out how to consistently drive revenue from the massive SAP partner channel. He split outreach campaigns, ran comarketing campaigns, structured co-selling relationships, and figured out how account mapping is supposed to be done correctly.

He ended up building Sharework.co to answer these challenges. I am pinning him down on Wednesday to learn everything he figured out.

OPEN TO EVERYONE. REGISTER TO ASK HIM ANYTHING LIVE https://us02web.zoom.us/webinar/register/WN_A7ja7JkjRdSax8zQqUbRPA

calendar MASTERCLASS THURSDAY 10am PT Step-by-step, how @Matt Irving increase agency partners by 50%

By popular demand, Matt Irving is walking us step-by-step how you too can implement the same Bow-Tie funnel he used to grow agency partners by 50%.

He will cover: • Benchmarking your current Partner Program • Aligning activities/value for engagement stages, and • Build alignment through your organization to support Partners across your customer lifecycle JOIN EXECUTIVE MEMBERS LIVE FOR THIS PRIVATE MASTERCLASS https://launchpass.com/cloudassoc/members
Kevin Hurd
Will this be available for on-demand viewing after?
Sunir Shah
Simon’s talk will be available to everyone. Matt’s talk for executive members
David Stein
Hi All,

Just joined, really excited to be part of this community
Marne Reed
Anyone have any stats around # of partners involved in customers accounts as it pertains to customer retention? I have heard numbers thrown out there but can't find anything concrete. Much appreciated.
Sunir Shah
Stats are all over the place
Sunir Shah
The aggregate survey data is sadly partners have neutral impact on customer retention
Sunir Shah
But as you can imagine digging into the data, it comes down to the partner success quality. If you leave the partners on their own, you’ll have problems
Marne Reed
Thank you @Sunir Shah
Sunir Shah
Regardless, I haven’t seen systematic data on this that meets research methods standards
Marne Reed
This is helpful.
Marne Reed
Thank you.
Sunir Shah
Worst case though it doesn’t matter at all; best case you’ll find it more efficient. In rare circumstances, channel is worse if you are absolutely bad at partner success.
Sunir Shah
Especially if you have some bizarre reseller set up where the customers don’t own their subscriptions and can’t transfer. (Which is why you should use AppBind to solve partner buy-on-behalf cases)
Marne Reed
Right now our partners are all ISV's that we collaborate on account expansion plays or co-sell opportunities. No resellers at this point.
Sunir Shah
oh, that’s different
Sunir Shah
ISVs lower churn significantly.
Marne Reed
I guess I should have worded my question more clearly. blush
Marne Reed
I apologize.
Sunir Shah
When I ran the stats at FreshBooks, which meant I ran the stats for real, it was night and day. 3x conversion rate, 3x retention
Sunir Shah
correlation does not imply causation, so we used the how did you hear about us? data to get a qualitative picture of the impact of integrations. 30% of sign ups cited integrations
Sunir Shah
FreshBooks is an accounting system, so it’s the anchor in the ecosystem. It has that advantage.
Marne Reed
Perfect. This is very helpful and gives me a starting point for measurement.
Sunir Shah
Just remember customers follow the data and use cases
Marne Reed
Agreed.
Jens Van Dyck
Congrats, @Lee Hadsock! tada I'm personally excited since my wife works at Taxjar. raised_handshttps://stripe.com/newsroom/news/taxjar
Eric Chan
Congrats @Lee Hadsock @Jon Carmody
Sunir Shah
@Worknet summoned
Shannon K. Murphy
Hey all, do you have a favorite outline/flow for decks when pitching new partner opps? Working on developing a template for a client as they build relationships and partner with other vendors in the channel. TY!
Jason Breed
Hi @Shannon K. Murphy - not sure if you mean a deck to pitch new partners to Shine Content or if you are looking for content for your Partners to pitch your story to others?
Jason Breed
I prefer to tell a story, not pitch a product. this is the general guide I like to follow: 1. Mission/Vision/North star type statement 2. Current Environment 3. Imperative / Reason to Act 4. What happens if Nothing Happens? 5. Solution: The Answer is… 6. Why this solution: Value Statement / Industry Position / Capabilities 7. Better Together: I use a “Better with Partner” slide here will DM you a link to what I have built following this approach
Shannon K. Murphy
Thanks @Jason Breed, important distinction. It's not for me but a client. We've cobbled together a last min deck but I'd like something more strategic. This client needs to pitch their potential new partners. (Not for the new partners to pitch them)
Shannon K. Murphy
Wow this is great. Particularly like the "what happens if nothing happens"
Jason Breed
ahh, great. that should be a good example of what you are looking for.
Jason Breed
hey @Evan Radisic - this seems like a good topic to build a Masterclass around?
Evan Radisic
Funny you should say @Jason Breed We have a Masterclass coming up in June that gets into exactly this topic, with some specific strategies and tactics. I know it doesn’t help you today @Shannon K. Murphy but none the less keep an eye out on this coming up
Evan Radisic
@Rajiv Nathan let’s chat about this
Rajiv Nathan
Yep!
Norma Watenpaugh
When recruiting new partners, I recommend being very specific about the business model and opportunity. How will they make money? That includes more than margin or referral fees or back end rebates. Understanding the service attach opportunities or the IP attach opportunities and how you enable those revenue streams will paint the whole picture of partner economics.
Carrie Saks
Hi all — If you are in need of any collateral pieces that demonstration how partner integrations work , case studies that show a problem/solution and win story, or playbooks as a sales tool, I’ve been creating a lot of these lately. From interviewing the client or partner, content and design, I can deliver quality sales pieces, collateral or social proof. www.creativelyignite.com
Sunir Shah
@channel firefire LIVE WITH @Simon Bouchez (Sharework) at 10am PT TODAY.

How will you hit your revenue KPIs from partnerships?

I cornered Simon to talk about his experience as a salesperson working with the SAP partner ecosystem to hit his sales quotas. He translated everything he learnt into Sharework.co, which does account mapping the right way to align partnerships and sales.

I told him to lay it all out there today and he whipped up this incredible slide with 20 action items on it across the whole process. Honestly, we can talk through Simon’s story today; or if you have questions, join us live today to ask questions and we’ll do that instead.

JOIN US LIVE WITH SIMON TODAY AT 10am PT https://us02web.zoom.us/webinar/register/WN_A7ja7JkjRdSax8zQqUbRPA
Sunir Shah
Thanks for asking about my Gandhi poster on the livestream today. It’s at https://www.etsy.com/ca/listing/714337832/ghandi-ghandi-print-mahatma-ghandi
Sunir Shah
figure I post it here since I’m asked about it every day because it’s awesome. :)
Taylor Martin
Such a great conversation @Simon Bouchez (Sharework) and @Sunir Shah - thank you! As Sunir mentioned - if you have any questions or are curious about Sharework, please don’t hesitate to send a message / email or / visit our website sharework.co .
Hugues Vincent (Personio)
Hi there, quick question for this resourceful group. We're looking for a trusted 3rd party development team to take on building targeted integrations highly requested by customers but ones we/our partners don't have the internal capacity to build at this time. I was wondering if you had any recommendations for great dev shops/consultant/agency/ integration specialist ideally based in EMEA you would recommend from your past experience? We are not looking for an iPaaS solution (which we have already) but rather a partner we could rely on to outsource some specific integration work we'd like to accomplish in a shorter turnaround than on our own roadmap. Any good leads to recommend? Thanks for your advice!
Sunir Shah
@Tom Elliott summoned
Hugues Vincent (Personio)
Thanks for the contact Sunir!
Tom Elliott
I would be happy to talk and see what we could do! Thanks Sunir!
Mitali Bellamkonda
Hey Hugues, I know a company that can do this. Would you be open to working with a US/India based company as well?
Evan Radisic
@here NEXT WEEK - Thursday, 10am PT. SaaSConnect 1:1

How do you scale a partner teamchart_with_upwards_trend raised_hands

Since kicking-off their partner program in 2019, Tipalti has grown from a team of 1 to a team of 17 (& counting). Building any team from the ground up is hard work. Join @Zach Svendsen (Tipalti), who will share their journey and how they continue to scale and support a growing community of partners. fire

point_downREGISTER TO ASK HIM ANYTHING LIVE AT 10AM PT - THURSDAY, MAY 6point_down https://bit.ly/2QH2Dv4
Alison Tuomala
@Sunir Shah I wasn't able to make your webinar last week. I am curious to know if you are able to share the recording? Also are you able to share the content within the partnerships & Sales chart above?
Sunir Shah
@Alison Tuomala It’s in production; we will post it on YouTube ASAP. Please subscribe. https://youtube.com/c/CloudSoftwareAssociation

We just hired a new agency, ContentAllies.com to produce the videos. As we’re transitioning, publications are slightly delayed, but will ultimately be better quality.
Sunir Shah
@channel WHAT’S UP THIS WEEK

MATCHMAKING (thank you xAmplify!) We ran the first #matchmaking with the new sponsored Donut, thanks to @sudhir today. We’ll be matching again in 2 weeks. All you need to do is join #matchmaking.

calendar THURSDAY 10am PT How @Zach Svendsen (Tipalti) got past a partnership team of one

In only 2 years, Zach Svendsen grew the partnership team at Tipalti from 1 to 17. fire

Everyone here has been the partnership team of one. It’s not easy to convince your organization to invest in partnerships to build a team of 2-4; it takes something else to get to a team of 17.

Learn how Zach convinced the C-suite to invest in partnerships, where he focused strategically, and why he hired 16 more people. What partner programs did he build up and what roles did he hire, in what order?

REGISTER HERE TO ASK ZACH QUESTIONS LIVE https://us02web.zoom.us/webinar/register/WN_y-eEmR_BQL-wZKPZc69tvg
Aner Shachar
Hey folks - 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 and it would be great to have a good jumping off point. Thanks for the help!
Sunir Shah
contract with client or the partner?
Aner Shachar
working with the partner to drive renewals with accounts they've brought in/own
Sunir Shah
good place to ask is #channel-partnerships!
Sunir Shah
but definitely key is to set up a call 90 days before renewal and make sure they know what value has been delivered in the prior 270 days, and where the account renewal is headed.
Aner Shachar
Thanks for the direction @Sunir Shah!
Sunir Shah
@channel Are you a team of one? NO LONGER. We got you.

@Zach Svendsen (Tipalti)’s talk coming on Thursday 10am pt, about how he did the unthinkable and grew past being a team of one in partnerships to building a team of 17 (exclamation) got some reactions.

> REGISTER https://us02web.zoom.us/webinar/register/WN_y-eEmR_BQL-wZKPZc69tvg Many of us feel stuck by ourselves. BUT YOU ARE NOT ALONE!

You have the Cloud Software Association. 3 things you can do right now.

Join #matchmaking. Literally all our networking events and services will be in this channel going forward. Meet your peers. • [new] Join #channel-partnerships. For all things service / agency / solution / channel partners. • [new] Join #tech-partnerships. For all things tech / integration partners. We have 2 rules in the new channels.

1. Introduce yourself and ask one question about what you need help with right now. 2. Answer someone else’s question. boom You’re now on a team. the_horns
Mark Jung
@Zoe Hartsfield
Aleksi Mattlar (Vena)
hey gang,

does anybody have spiff plans or ideas they use to motivate partners at the EOQ to close more deals that result in additional value for the partner or client (which aren't just discounts or extra commissions)?
Jason Breed
you could try gamification. leaderboard for top partners with awards at EOQ. Make it visible to all partners and the reward enough to incent. That way you are not training your partners to wait until you offer discounts (ie the “Bed, Bath & Beyond” model)
Alexander Shyshko
I tried various methods but the most effective one was to essentially extend direct sales teams EOQ incentives to partner. Looking at what our direct sales teams had the most success in positioning or what type of offers they were pushing the hardest to close out their quarters, I would attempted to repurpose/reflect similar message to the partners so they can amplify our messaging out into the market • i.e. we are giving big discounts on our analytics package if the client enters 24 month contract. Dear Partner, here's how we positioning to get our sales teams to hit their numbers, any play on this scenario from your end can result in higher chemistry between our teams and potentially larger ACV (margin if reseller) for all The best scenarios from this is when your direct sales reps/leaders are aware of your intent with partners and can provide additional support - but you have to have a tight alignment with your sales teams to execute that motion
Evan Radisic
@Aleksi Mattlar (Vena) our SaaS connect interview with @Zach Svendsen (Tipalti) on Thursday will be discussing this any much more. Register above
Aleksi Mattlar (Vena)
very tasty, count me in
Sunir Shah
@channel Good morning. In case you missed it, we’ve made it easier to learn from and connect with others. You’ve got a big team in this Slack.

Many of us feel stuck by ourselves. BUT YOU ARE NOT ALONE!

You have the Cloud Software Association. 3 things you can do right now.

•  Join #matchmaking. Literally all our networking events and services will be in this channel going forward. Meet your peers. • [new] Join #channel-partnerships. For all things service / agency / solution / channel partners. • [new] Join #tech-partnerships. For all things tech / integration partners. We have 2 rules in the new channels.

1. Introduce yourself and ask one question about what you need help with right now. 2. Answer someone else’s question. boom You’re now on a team. the_horns
Robin Seidner
I am looking for a freelance copywriter who can help me with projects for my clients (they are all Salesforce partners or firms with a Salesforce practice or solution). Really need someone who can cut through the boring IT-speak and help these folks showcase results. Any ideas? Thanks in advance
Norma Watenpaugh
Hi Robin,
Norma Watenpaugh
I can point you to Gary Lam. He's not a copywriter, but a Salesforce partnering specialist.
Robin Seidner
I know Gary well, thanks.
Sunir Shah
@channel hot_pepper hot_pepper hot_pepper LIVE TODAY 10am PT. Get past a being a team of one onto the executive partnership track

We’re on with @Zach Svendsen (Tipalti) who in the span of just 2 years grew his team of one at Tipalti partnerships to a team of 17 and growing.

It’s the difference between doing the work and organizing the work. Join us to ask Zach anything about how he…

• Got the foundation right • Reported and convinced the brass to invest more in partnerships • Who he hired first, and then next, and then next and next… simple_smile • Set objectives and KPIs to delegate, and of course comp! • And overall, how he made partnerships strategically critical rather than a nice-to-have > point_right REGISTER https://us02web.zoom.us/webinar/register/WN_y-eEmR_BQL-wZKPZc69tvg
Lester Vergara
Will this session be recorded?
Sunir Shah
yup! We will post on youtube.com/c/cloudsoftwareassociation. Please subscribe!
Lester Vergara
Perfect. On another call. Thanks
Hugo Roseiro
Hi #general, for all #ecommerce folks out there, On the 27th of May, companies Booking.com, Trustpilot, Tiger of Sweden, Sik Silk, Daniel Wellington and Zendesk will share their conversational commerce experiences. • Tiger of Sweden will speak about how a Conversational AI assistant is helping customers find the right products and decrease returns • Sik Silk will speak about how to introduce a Conversational AI assistant to minimize cart abandonment rates and maximize sales boom point_right REGISTER https://www.linkedin.com/events/6793528357339308032/
Stacy L. Carlson
Is there an official term to refer to companies like SHI, Insight other than “reseller”? These are the companies that work as a middle man between clients procurement team and the SaaS company?
Sunir Shah
their category is “software reseller” and sometimes “international software reseller” if you’re talking about cross-border sales.
Sunir Shah
The overall business category is “Procurement Outsourcing”
Sunir Shah
Is there a reason you’re looking for a different term?

I think calling solution partners ‘resellers’ is a real mistake. The term ‘solution partners’ is more value-creating and clear where they fit into the customer buying model.
Stacy L. Carlson
Oh, we don’t refer to our solution partners as resellers. We do allow them to resell our product which is why I’m trying to be clear on the difference between the two.
Stacy L. Carlson
I am trying to find a term that an person would not confuse themselves in.
Sunir Shah
Managed services or solution partner is the term
Sunir Shah
The commercial arrangement is irrelevant. It’s how they present to the customer really
Sunir Shah
Your orientation from the software vendor to the middle man is the wrong place to focus because it does not matter to the customer at all.
Stacy L. Carlson
This is for our main partner page where individuals sign up for one of our programs.
Sunir Shah
Use the same words your partners use when marketing to customers. e.g. implementation consultants
Len Martin
DMR (direct market reseller)? I believe Microsoft refers to them as LARs (large account resellers).
Stacy L. Carlson
@Len Martin LARs seems like a good fit! Thank you.
Len Martin
You're welcome!
Evan Radisic
@here MASTERCLASS next week

How to Position Your Content for Partner Recruitment dart

@Jake Jorgovan is one of those rare serial entrepreneurs that knows content like nobody else. fire

He’s hosted and created dozens of very successful campaigns for the likes of Salesforce, Freshworks, and GoCanvas, you name it! boom

We’ve recruited him to show us his tricks on using content to drive Partner Recruitment. In this session Jake will walk us through:

• How to position your content in a way that attracts partners to you • How to establish new partnerships through content collaborations (Partner co-marketing) • How to write an email that gets a “Yes” on a content collaboration heavy_check_markTUESDAY May 18, 10:00am PTheavy_check_mark

To attend register for $79 or just come to the light and become an EXECUTIVE MEMBER and get access to these every week!!!

REGISTRATION LINK
Jake Jorgovan
Looking forward to the masterclass everyone!
Bradley Blinn
Anyone have a Partnerships contact at Zoom? Please DM if so. In advance, I greatly appreciate it!
Sunir Shah
@UGPL5891R><@UGPL5891R><@UGPL5891R Check the member directory and ask for an intro or ping them on slack.
Sunir Shah
Slack is tripling the hail for some reason
Dan O’Leary
Happy Friday CSAers! I'm currently struggling with some channel conflict gun between my internal Professional Services team and my SI partners tiger and am looking for guidance on how you align and harmonize these opposing forces. Some of my acute challenges include reps having an internal services quota vs none with partners
Sunir Shah
Who brought in the customer?
Dan O’Leary
The majority are current accounts (107K customers at Box) with expansion opportunities. True partner sourced customers are rarer
Dan O’Leary
@Sunir Shah much longer story here, but I previously founded the PS team, and built an engagement model that funneled all work to the PS team and away from partners, so now I'm trying to unring the bell ... painful because I designed it!
James Sandoval (MeasureMatch)
Interesting conundrum @Dan O’Leary. Out of curiosity, why funnel all services work internally? Is the services revenue material? Or is Box using these opportunities to optimize product? Given Box is a software business, I’d think that funnelling all services work to partners would be core, perhaps with the exception of strategically important customer reqs.
Sunir Shah
Pro tip. Watch this keynote by Clate Mask, Infusionsoft/Keap. https://www.youtube.com/watch?v=yZI72j-A9wU

They had the same problem and killed their success team in favour of partners.

I think you’re stuck because you’ve hired a team whose targets involve competing with your partners. Internal staff always win over external partners in an organization, because you only see staff at your annual Christmas party… politically you’re in a bind.

I think the key though is to answer, “What does the customer want and need?”

No matter what you have to meet the customer demand. There will be different kinds of customers with different needs. If you can objectively measure that in some way, you can structure your organization to meet this and navigate the politics.

Do customers want to work with SIs over your PS team?
Bader Hamdan
Hi everyone, have you heard about the latest partnerships buzz on Clubhouse? Thought leader @Jay McBain even posted about it on LinkedIn & Twitter.

Join Tech Partnerships Alliance club on Clubhouse and participate in our inaugural session with Jay this Thursday 20th at 5pm ET. Use this link to skip the Clubhouse wait list and join Thursday's session... see you on Clubhouse: https://www.joinclubhouse.com/join/tech-partnership-all/C2JM20TK/M5RnbDLX
François Grenier
do we get an iphone with that link? sob
Sunir Shah
summoned @Jay McBain
Ioana Rebeca Glitia
Hi all. Anyone here have a contact to a Marketo partnerships contact? Our devs have been unable to reach them for the last 2-3 weeks.
Leighton Healey
I might have a contact, an advisor has good contacts there. Can you DM a blurb and I'll fire it over for a 'double opt in'?
Robert Brown
Hi Robert here with Olumo. We are a new people analytics platform that translates human sentiment in to realtime dashboards. We then take a anonomous conversations approach to listen to your people so you understand the Why behind the numbers.
Robert Brown
We are looking to build a channel comprised of Strategic partners such as Business Consultants, HR Consultants and through alliances with Payroll, HCM, and HRIS providers. I am looking for ideas on how to build this channel
Evan Radisic
@here MASTERCLASS next week

How to Launch a High Performing Affiliate Program

Launching an Affiliate partner program is usually the quickest way to launch rocket However there is the RIGHT way to do it and the QUICK way to do it, with many pitfalls. 

We’ve recruited @Stacy L. Carlson, a 15-year veteran of managing affiliates to take us through how to do it rightfire

Stacey will take us through:

• Understanding the difference between an affiliate, influencer, partners, & referral • Common marketing mistakes • Common compensation structures • In-depth q&a - bring your questions (you’ve got an expert, take advantage) heavy_check_markFriday, May 28, 10:00am PTheavy_check_mark

If you want in REGISTER HERE dart
Sunir Shah
Hi folks, a small PSA. Tomorrow is Global Accessibility Awareness Day. Part of our responsibility is paying attention to how our products integrate with other products. Because accessibility matters across a whole system, it’s worth some of your time to understand the basics of accessibility.

https://globalaccessibilityawarenessday.org/
Brandon Lytle
Love the call out @Sunir Shah. This is near and dear to my heart and something our solution is solving for in the market.
Sunir Shah
@channel exclamation exclamation exclamation exclamation exclamation exclamation exclamation exclamation exclamation HUGE NEWS.

SaaS Connect, our one and only SaaS partnership conference, is back on November 9-10, San Francisco.

I can’t wait to buy everyone a drink. cocktail man_dancing

We are super excited, so we are offering a limited 50 super early bird tickets for anyone as eager as us before June 21.

star Extra bonus: every ticket to SaaS Connect comes with a fully paid Executive Membership to the Cloud Software Association, including access to the member directory, introduction service, our archive of masterclasses, and more.

Let’s get our game back on. Register with the link below and we’ll see each other in San Francisco again.

https://www.eventbrite.ca/e/saas-connect-2021-tickets-156007766429?discount=SUPERBIRD
Sankararaman
Super exciting to see this! Can’t wait star-struck
Sunir Shah
don’t wait! get on in there.
François Grenier
Sweat pants ok? nerd_face
Brian Jambor
Ticket purchased! Looking forward to it!
Sunir Shah
@François Grenier just get your vaccine and you can wear a bikini
François Grenier
done and done
Danny Gray
Very exciting! And there's even a Shake Shack in the building!
GJ - Apideck
Great news!
Erin Murray
Such exciting news!!
Alyshah Walji
@Rachel Shi team trip? eyes
Nick Valluri
@Cody Jones (Zapier) does this mean we're getting you for an in person event in San Francisco? Your favorite!
Rachel Shi
@Alyshah Walji eyes
Dan Caldwell
Exciting news! Looking forward to it!
François Grenier
@Nick Valluri was saas connect 2019 the last time cody was in SF?
Sunir Shah
He’s had at least 7 children since then hasn’t he?
Kasey Bayne (Pocketed)
Has anyone used a solution that creates custom URLs for your partners, that also tracks referring info? Looking into setting this up and would love some thoughts from this group!
Dmitry
Hi Kasey, can you let me know more details about what referring info do you need? We've used quite a few URLs generators for partners and might have a solution for you.
Kasey Bayne (Pocketed)
Right now we're looking for something pretty simple - tracking signups and ideally a custom landing page crossed_fingers
Landon Funsten
@Kasey Bayne (Pocketed) check out PartnerStack. It has its limitations for large-scale partner engagement and relationship management, but has been great for referral management and is a good starting point for early-stage partner programs.
Jesse Rivera
We are using hidden fields and campaigns embedded in a typeform to facilitate partner specific attribution. Just about to launch but is a relatively low lift way to sync to slack and salesforce
Ryan Lunka
Bit.ly is a pretty easy solution if you don’t mind a shortened URL. Or Goo.gl. I’d use those and make use of UTM tags.
Kasey Bayne (Pocketed)
You are all amazing!! Thank you!
Kevin Brown
@Kasey Bayne (Pocketed) have you looked at Funnel Amplified? www.funnelamplified.com
Kasey Bayne (Pocketed)
oh interesting! thanks for the tip! I'll check it out
Stacy L. Carlson
When you include expert quotes in blog articles from your partners do you say that they are a partner, or do you say “product user Bob Smith”?
Sunir Shah
If they are a user, and the story is about a power user, a user; if the story is about the partnership, the partner.

Name the role of the protagonist in the story. A firefighter may be a parent and a rock and roll singer, but if there’s a fire, they are a firefighter.
Stacy L. Carlson
Thanks simple_smile
Jay McBain
PE money continues to flow into the channel software tech stack. Today PartnerStack raised $29 million in a Series B. Observations: 1) Canadian flag-ca company and best place to work - my home stomping grounds! 2) 336% growth in past two years according to LinkedIn. 3) Ridiculously good marketing through G2 as a primary GTM. 4) Most important - straddling the $422 million PRM market and the triple-digit growing ecosystem market to gain revenue/share ultra-quickly. There is a playbook here that other companies on the stack should be studying. https://lnkd.in/ekbZuuA
Jonathan Wagner
This is relevant to my interests.
Jonathan Wagner
A little disappointed with the cost, clearly targeting only large SaaS businesses.
Sunir Shah
@channel We’re full up for @Stacy L. Carlson’s MASTERCLASS tomorrow but I will open up 2 teaser tickets for community members so you can see what Executive Members get.

p.s. Remember every SaaS Connect ticket comes with an Executive Membership.

Friday, May 28, 10am pt. How to Launch a High Performing Affiliate Program

Stacy is a true master. She’s been running affiliate programs for over 15 years. Every partnership leader needs to understand the affiliate channel and how to scale it, because it is a key leg in the stool.

• Understanding the difference between an affiliate, influencer, partners, & referral • Common marketing mistakes • Common compensation structures • In-depth q&a - bring your questions (you’ve got an expert, take advantage)

Who’s in?
Steven Muhr
I'm in! simple_smile
Sunir Shah
nice. @Steven Muhr You’re already an Exec Member, so we still have 2 seats for the fine folks here.
Rebecca Konsolos Rahmani
I'd love to attend as well! simple_smile
Clara Loon
me too. Did i miss the boat?
Sunir Shah
nope
Sunir Shah
you’re in
Clara Loon
Thank you! Looking forward
Sunir Shah
and we’re done. For the rest of y’all, if you want to join, come join the exec members simple_smile https://launchpass.com/cloudassoc/members
Sunir Shah
Or go all in and buy a super-early bird ticket to SaaS Connect! It comes with an exec membership. http://saasconnect.org?discount=SUPERBIRD
Stacy L. Carlson
Ohhhhh! I’m so excited to chat with everyone tomorrow!
Michael Kovacs
Congrats @Sean Blanda (Crossbeam) and the entire Crossbeam team on launching your Integration Marketplace! https://blog.crossbeam.com/crossbeams-integration-marketplace-partnercloud
Sunir Shah
@channel mega mega mega CALL FOR SPEAKERS.

What’s your partnership story of power and glory? SaaS Connect (http://saasconnect.org) is BACK ON, November 9-10 in San Francisco. We want YOU to tell your tales of integrations, platforms, channel programs, and referrals, app stores, and distribution.

inbox_tray APPLY EARLY, APPLY OFTEN. https://sbweb.formstack.com/forms/sessions ----------------------------------

p.s. Have a great partner? Nominate them! DM me.
Jay McBain
More action today on the channel software tech stack. 360insights.com (which has been very active in M&A with recent acquisitions of Perks and CR Worldwide) today announced the acquisition of channelcentral.net moving them further into the channel data management (CDM) category with CPQ and other data and reporting functionality. These cross-category moves are accelerating and offering #channel and #partnership leaders a more robust and integrated technology framework to grow in the decade of the #ecosystem.
Sankararaman
Just booked the tickets for my first SaaS Connect! Super excited and looking forward to November and to meet all you people. Let’s go!! rocket
Sunir Shah
INCREDIBLE! Thank you and I’m looking forward to having cocktail with you!
Jason Breed
I 2nd that! Fantastic!
Sunir Shah
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. Also thank you @Steven Larsen @Ed Sullivan @Cody Jones (Zapier) @nate gilmore for investing.

https://www.linkedin.com/posts/sunirshah_saas-partners-startups-activity-6803780106213957632-QB4B
Jay McBain
Very exciting - and fantastic growth curve.
Sunir Shah
thank you! I also blame you for starting the funding announcements today. haha
Dan O’Leary
Amazing news! Like I told you last week @Sunir Shah, AppBind is the app that I used to dream about because the problems are are solving are so acute and pervasive. Congrats to you, and I'm so grateful tis platform exists
Sunir Shah
I built it for you, Dan!
Sunir Shah
That’s only a little bit of a lie. I’ve known about Box’s experiences for a long time thanks to this association. It taught me a lot about what needs to be done.
Kasey Bayne (Pocketed)
CONGRATS SUNIR!!! tadatadatada
Sunir Shah
Thank you @Kasey Bayne (Pocketed) !
Cristina Flaschen
Can’t wait to buy you a drink to celebrate (someday…) Congrats again!
Alex Glenn
Our agencies are loving AppBind - we recommend it to any of them who are productizing service retainers. It’s a no brainer! Looking forward to the continued growth @Sunir Shah tadathe_horns
Carlos Robledo
Way to go Sunir. Congratulations for a great milestone!clapclap!
sudhir
Congrats @Sunir Shah
Len Martin
Congratulations, Sunir!!
Sunir Shah
Thank you @Kasey Bayne (Pocketed) @Cristina Flaschen @Alex Glenn @Carlos Robledo @sudhir @Len Martin!
Travis Bradley
Congrats Sunir! Love to see it.
Evan Radisic
Hey folks, building a business case here. Trying to lay down some examples of companies that have significant revenue coming from partners. Just need rough percentages. Any come to mind you would feel comfortable estimating percentage of sales?
Dan O’Leary
I had this article bookmarked, some good examples. And, a lot of the people who built these programs are in this community https://blog.crossbeam.com/articles-showing-business-impact-of-partnerships
Kasey Bayne (Pocketed)
I've used 30% through partners when working in accounting software
Peter Stumpo
@Evan Radisic I worked for a company where roughly 50% of canadian sales were through a CP
Jay McBain
To continue the string of posts (every day this week) about the Wall Street interest in the channel tech stack as we enter the decade of the ecosystem... Let's end the week with a whopper! A cool $119.5 million invested in Vendasta - a western Canadian company and the largest ever tech investment in the prairies to date. This sits at the intersection of SMB digital transformation, customer experience, marketplaces and the future of every company (of every size) becoming a tech company. https://www.vendasta.com/newsroom/vendasta-announces-growth-funding/
Rachel Fisch
Kudos to @Prateek Bawa and team!!!
Prateek Bawa
Thanks @Rachel Fisch
Sunir Shah
I want to give a shout out to @Stacy L. Carlson who gave a really deep masterclass today on affiliate program management. Above and beyond. Thank you.
Stacy L. Carlson
Thanks Sunir!
Evan Radisic
@here MASTERCLASS - next week

fireHow to Prioritize Integration Partners (the tactical approach) fire

@Bharat Chopra - orangeKarma was tasked with building an integration partner ecosystem and has built a tactical playbook on how to qualify, prioritize and on-board them. We found his playbook to be very approachable and highly adaptable.

We asked him to share his system.

He will be going through how to: • Evaluate and prioritizing partnerships • Design and develop technology integrations • Bring integrations to market heavy_check_markThursday, June 3, 10am PTheavy_check_mark

If you want in REGISTER HERE
Carlos Robledo
I’m in.
Travis Bradley
Happy Birthday @Sunir Shah!
Sunir Shah
Thank you!
Brian Jambor
Happy Birthday Sunir! Hope you have a wonderful Birthday.
Sunir Shah
thank you!
Jake Wallace
happy birthday tada birthday
Sunir Shah
thank you!
Jens Van Dyck
Happy Birthday!
Sunir Shah
thank you!
Sankararaman
Happy birthday @Sunir Shah!birthday
Sunir Shah
thank you!
Cristina Flaschen
Happy birthday!
sudhir
Happy Birthday @Sunir Shah
Shubham Sood
Happy Birthday @Sunir Shah
Evan Radisic
@here I’ve got 2 FREE spots for the Masterclass with Bharat tomorrow (see above point_up_2). First 2 to reply get in
Hugues Vincent (Personio)
Interested to join Evan!
Hugues Vincent (Personio)
Thanks for the ping. Great topic!
Peter Stumpo
Evan, id be interested to join as well if its still available
Evan Radisic
@Hugues Vincent (Personio) and @Peter Stumpo you are in. Cal invite to follow
Hugues Vincent (Personio)
Thank you!
Peter Stumpo
@Evan Radisic I appreciate you, thanks!
Amir Karmali (Daylite)
Happy birthday @Sunir Shah tadatada
Sunir Shah
thank you! (belated)
Sam Senior
Hi all we have built a platform TestBox (new website coming next week) to make buying software highly self-serve and not requiring talking to a sales rep. Part of our model is wanting to share the leads from our platform to implementation partners - we've had some rough referral fee %'s shared with us but curious to see what the broader consensus believes is the right range of fee to pay someone handing leads over to you to provide professional services to a customer?
Sunir Shah
Hey Sam, I don’t quite understand the flow from TestBox to an implementation partner, which I would presume is like a marketing agency?
Sunir Shah
Also, I’m afraid this is useless feedback because your brand is set, but “testing software” and “test box” makes the company sound to me like it is in the quality assurance product category and I found it confusing personally.
Sunir Shah
I’m really intrigued by the idea of head to head demos. That is a real innovation.
Sam Senior
Open to any and all feedback! With additional marketing in other channels hopefully we'll be able to overcome that. To be figured out I guess!
Sunir Shah
I think the word ‘demo’ instead of ‘test’ is actually stronger
Sunir Shah
at least to me
Sam Senior
Flow would be... Company uses TestBox to determine what the right platform is for their needs. Purchase. And then if they need implementation services we introduce that company to a service provider. So we would do all the lead generation essentially with the highest qualified leads
Sunir Shah
10-20% for a client referral for work contracted within the first 12 mos.

10% is probably more realistic
Sam Senior
Ah, critically it's not a demo. You actually get a hands on love experience to compare and test like the software was already built for you. Comparative sandboxes essentially that are already pre configured
Sam Senior
Perfect, helpful. That was roughly what I was expecting and matches other ballpark figures
Sam Senior
Thank you
Sunir Shah
I understand. However, what are the words the users would use to describe your product?
Sam Senior
A way to do a hands on comparison of the software they want to buy
Sunir Shah
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
Sunir Shah
I am only one datum. Google “test software” to see what I mean though.
Sam Senior
Totally fair feedback. We'll keep testing with people.
Carolyn Williamson (CommentSold)
Does anyone have a recommendation for platforms similar to Impact for affiliate partner programs?
Brett Owens
@Carolyn Williamson (CommentSold) Refersion and LeadDyno are both good.

(I am a co-founder at LD though not involved there day-to-day anymore. Refersion was our top competitor, they have a very nice product. simple_smile )

Ambassador is also good though more expensive than these two. A few more features I think.

Can help with personal intros to Refersion and/or LD if you would like a demo of either.
Carolyn Williamson (CommentSold)
Thanks, @Brett Owens! I'm not familiar with either of these. Do you happen to know if they have influencers or content creators that can find brands? We are a SaaS eCommerce solution looking for influencers and platforms to track & motivate them.
Brett Owens
LD does not (they use my current company to find influencers simple_smile https://afluencer.com/#/influencers)

Refersion has an affiliate Marketplace but they also use us for influencers.

Ambassador I'm not sure if they added any influencer support.

Nice looking at CommentSold. So are you looking for influencers for your merchants (to sell their products?) Or are you looking for influencers to help you (CommendSold) find more merchants?

I can share what we have. You can also check out platforms like Grin for influencer sourcing too.
Carolyn Williamson (CommentSold)
Afluencer looks interesting!

We are looking for influencers to help us find more merchants.
Brett Owens
Gotcha makes sense.

I think you may want to dig into the e-commerce ecosystems yourself a bit. Look at Shopify Partners (especially on the consulting/marketing end). Ideally shops who work with Shopify, BC, Magento, etc, something to show they are not wed to one platform.

I think I would go that route versus digging through influencer platforms looking for this type of person / small organization.

Web design shops, that type of thing. They are often the ones making the e-commerce platform decision for their clients.
Sunir Shah
We use LeadDyno at AppBind. I used Ambassador before, but LeadDyno is better.
Carolyn Williamson (CommentSold)
@Brett Owens makes total sense! We do that as well with our other partner programs.

Our marketing team is pushing for an influencer/content creation program to _add_ to those initiatives that my team would manage so I'm helping them explore some options.
Brett Owens
Gotcha! That makes sense.

Did a quick search of our database, found three influencer users that might be interesting. Profiles below, if you'd like an intro to anyone I'm happy to make it:

https://app.afluencer.com/#/directory/influencers/profile/382 https://app.afluencer.com/#/directory/influencers/profile/6680 https://app.afluencer.com/#/directory/influencers/profile/10565
Jonathan Wagner
@Carolyn Williamson (CommentSold) Out of curiosity, why do you not want to use impact?
Stacy L. Carlson
Question: Are you wanting something for your partners to refer or is this truly an affiliate play? What platform you pick really depends on that answer. We currently have ShareASale for our affiliates, and have been trying to push partners to that referral platform and the friction has caused a huge issue. Partners don’t always know how to use traditional affiliate networks.
Stacy L. Carlson
Just read your replies above wink Does your PRM have a way to track referrals? If so, that is how I would personally go.
Carolyn Williamson (CommentSold)
@Jonathan Wagner - I'm not opposed to Impact, and they may be best. Impact seems to be stand-alone and didn't say they worked with any PRM in particular. They also seem very influencer-focused and doesn't fit tracking for the other partner programs we have to generate leads, so that just adds another system to juggle, and another way to report on it.......

Scaling with clean reporting and hand-offs is important, so I mostly want to know all the options on different ways it could be set up.

@Stacy L. Carlson you're reading my mind! Our SFDC is my PRM for the moment and tracks referral leads from every partner type, except for these TOFU influencers, content creators. We get influencers often wanting to promote and talk about us, yet lack the tracking so it is hard to push those initiatives.
Stacy L. Carlson
There are pros and cons on both sides. We currently have a PRM for partners and an affiliate network for affiliates. As I mentioned, the friction that has happened due to the affiliate network has been a significant con. Attribution has not been a huge issue but is becoming more significant as we grow our partner program and have partners playing in both sandboxes. If you ever want to chat on what we have found, give me a shout. Happy to do a virtual coffee.
Carolyn Williamson (CommentSold)
yes please! @Stacy L. Carlson I'd love a coffee date. I'll DM!
Shubham Sood
@Carolyn Williamson (CommentSold) Scaled a SaaS partner program to a $1M in less than 2 years. Only piece of advice- start small with an entry level product. Don’t try to get into something too complicated.
Evan Radisic
@here MASTERCLASS this week

Top 3 tactics used by some of the most successful Salesforce ISVsboom

The Salesforce ecosystem is XXL and competitive to say the least. It’s difficult to get noticed by Salesforce AEs, which largely drive adoption with customers.

We’ve recruited @Robin Seidner, 10-year Salesforce partnerships veteran to take us thought the top tactics used by some of the most successful ISVs.fire

She we will discuss:

1. How having an SI strategy helps you grow your footprint 2. How to focus on the key markets that will drive Salesforce engagement 3. How to partner with other ISVs to expand your reach both inside and outside the Salesforce ecosystem 4. In-depth Q&A. Bring your questions!

heavy_check_markThursday, June 10, 10am PTheavy_check_mark

If you want in. Register HERE
Joe
Hello hello! For those of you that are professional affiliate managers/directors of their companies program - how is your team structured? Our Saas company does ~$4M/year in net new rev from affiliates but 100% of it is managed by me, reporting to the Performance Mktg Director (who is most knowledgeable on Paid ads). We are thinking of hiring a sales associate to help grow the program by finding new partners - but I have struggled convincing higher ups that we should expand the affiliate team (despite other marketing teams and especially product teams growing quickly)
Sunir Shah
paging @Stacy L. Carlson, our resident expert on affiliates.
Sanjay Goel (NachoNacho)
What company do you work for?
Stacy L. Carlson
First off, take a minute to congratulate yourself on managing a program of that size! That is not an easy thing to do. I may not be of much help; but the best way I have found to add something is to show what time is being spent on now. What are your daily responsibilities? How much time do they take. If you hire a sales person, how much time comes off your plate and what can you fill the time with. Look back at your existing numbers. Look at “I spent 32 hours recruiting 10 affiliates. Recruitment took 10 hours of that time. Offloading 10 hours means that I can do XYZ instead.
Noman Ahmad - xAmplify
@Joe Wow, congratulations! I'd love to learn more about how you all got there.
Evan Radisic
@here I’ve got 2 spots to give away to the MASTERCLASS above for this Thursday. First 2 to respond get inpoint_down
Ryan Raffel
I’d love to attend! raising_hand
Alyshah Walji
Id love to as well!!
Evan Radisic
@Ryan Raffel and @Alyshah Walji you are in. Cal invite to follow
Ryan Raffel
Thank you! raised_hands I appreciate it!
Scott Fratianne
If you can squeeze one more in, I would like to attend
Katie Bentz
Has anyone built out a partner tiering program? If so, how did you go about building this out/what criteria do you base the tiers off of/what types of benefits come with the different tiers? Would love any input on this/what you've found successful simple_smile
Robert Gilbreath
@Katie Bentz In my experience/opinion, the most successful program I was ever part of building out did not use a tiered system but did have types (integrated vs not) and, internally, we did have different levels of what we did with/for and expected from a partner that we addressed with the partner during negotiating the partnership agreement < this was fully unique for each partner as internally we only had a handful of options for each possible negotiation point. Wondering if tiers are typically in your industry and also it they will be useful in other ways for you.
Dan O’Leary
@Katie Bentz I've built a few, I'm a big fan of 3 or 4 level programs like member, bronze, silver and gold (name how you prefer them) with levels based on:

1. Sales and opportunity volume and growth goals 2. Certification and education goals 3. CSAT and customer outcomes Here is a older version of the Box channel guide for reference - https://cloud.app.box.com/s/27x4b7tsu738m6zmq375u3v0308up8to
Craig Gleason (Tealbook)
Hi @Katie Bentz is there a particular "type" of partner you are thinking about?
Katie Bentz
@Craig Gleason (Tealbook) this would be for our agency co-sell partners!
Katie Bentz
@Robert Gilbreath Our partner program is quite similarly modelled after the HubSpot partner program which is why my initial thoughts are the bronze, silver, gold etc type tiering. So you're saying that you would essentially have an internal scoring model but not public facing? What types of benefits did you include for the different levels in your model? simple_smile
Katie Bentz
@Dan O’Leary Thank you! That is definitely the way I have been thinking about it thus far so nice to hear that kind of structure has worked well for you. I'll check out the guides!
Robert Gilbreath
@Katie Bentz mostly related to the amount of exposure the partner would get from us, but sometimes also related to the amount of internal dev resources we would provide if there was a integration involved. @Dan O’Leary I’m with on those tiers as long as it’s overtly obvious and transparent to the partners as to how they reach the various levels. Otherwise, it becomes messy and isn’t really a means to a stronger program.
Sunir Shah
Deploy metal tiers when your partner team has too many partners to manage, and you need to prioritize your limited resources on partners who are most invested and have the most customers (# or $ or strategic value).

Vidyard may be at this point, but this topic comes up enough that I want to answer more generically.

Some people view partner tiers as a means to get your partners to invest in you, but it’s really about clearly explaining to your _partners_ how you will manage how _you_ invest back in your partners.

While you may promote them as incentives for partners, really the most important incentive is that you’ll refer clients to partners and put them in your marketing (newsletter, webinar, directory, events). It’s absolutely reasonable that you’ll only refer your own customers to your best partners, for your customers’ benefit primarily; and that you’ll want to invest back in your most invested partners secondarily. Tiers provide a rational guide to partners about how they can get more resources from your team in a fair, understandable way. They are about clear communication to create a fair process and predictable ladder of success.

If you’re holding back impersonal elements of partner success (e.g. webinars, free accounts), you have a process problem. Ideally every potential partner should be given the tools necessary to succeed with a client.

Access to an AE is not a reward, but a necessary limitation of having few sales people and focusing on the biggest opportunities. Explaining to your partners what size of customer value they have to manage for your program to afford to invest an AE is just clarity and fairness; ideally you’d be able to find more AEs for the partners if you could, but you have what you have.
Sunir Shah
@channel Are we meeting up for drinks?

If you haven’t chimed in #meetups, members are starting to plan drinks wherever in the world you are, whenever we can!

Extra bonus points star to @GiladShoham, 2bcloud for kicking off in NEW YORK statue_of_libertyJune 16 (next week). https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/meetup-newyork.html#p1623348800019800

p.s. Get your syringe vaccinations, first and second doses ASAP! If you’ve got yours, hit the syringe below.
Sunir Shah
@channel NEXT WEEK Thursday June 17 10am PT. How SpaceIQ drove their partner engagement waaaaay up rocket

@Danielle Moore Director, Channel Marketing at SpaceIQ had a major partner engagement problem but she turned it around systematically.

It’s not just about more emails and messages. It’s about understanding what partners need and organizing your company to meet it.

Learn Danielle’s secret recipe…

1. The 3 C’s strategy they used to drive engagement rates way up. 2. Top 5 partner engagement tactics with real world examples. 3. Partner engagement metrics that may surprise you!

star With special guest, the one and only @Daniel Graff-Radford, CEO, Allbound, a true expert on partner engagement himself.

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_dIvjgRdhSFeRZnI3ZbV38A
Chris Messina
Hi All; does anyone here have a contact at Microsoft Teams who might be able to help us with integration discussions? I’ve reached out to a few people but so far I’m coming up empty. Thanks in advance for any help!
Christopher Smith
@Rebecca O'Kusky and I had a good chat the other day, she's works closely with the Teams group. Perhaps she can help?
Nick Valluri
@Chris Messina wave my buddy Rob Simmons just joined LeanData, say hello to him from me. I know a couple folks in the Teams org well. Shoot me an email at and I can introduce you.
Chris Messina
Thanks @Nick Valluri…I’m dropping you an email here now. I’ll let Rob know you said “hi!”
Chris Messina
@Christopher Smith…thanks for the suggestion… @Rebecca O'Kusky, if you’re open for a conversation, please feel free to drop me a line
GiladShoham
Hi All, I know it's kind of last minute... but if you are in the NYC area you are more than welcome to a meetup, just come, say hello and introduce yourself and your company. Don't overthink it, just come, as simple as that... We are going to meet at 'The Grey Dog' at Union Sq. (90 University Pl) Wednesday June 16 at 6pm - happy hour until 7... Hope to see you there (just DM me to join the #meetup-newyork)
Ashley Scorpio
@Tammy Yang ^
Sunir Shah
@channel WHAT’S UP THIS WEEK?

TODAY. doughnut Donut matches in #matchmaking (thank you xAmplify!)

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calendar June 16, 6pm ET cocktail beer syringe Meetup for SaaS partnership pros in New York! statue_of_liberty RSVP here https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/meetup-newyork.html#p1623685463030100

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calendar June 17, 10am PT [LIVE] How SpaceIQ drove their partner engagement waaaaay up rocket

@Danielle Moore Director, Channel Marketing at SpaceIQ had a major partner engagement problem but she turned it around systematically.

It’s not just about more emails and messages. It’s about understanding what partners need and organizing your company to meet it.

Learn Danielle’s secret recipe…

1. The 3 C’s strategy they used to drive engagement rates way up. 2. Top 5 partner engagement tactics with real world examples. 3. Partner engagement metrics that may surprise you!

star With special guest, the one and only @Daniel Graff-Radford, CEO, Allbound, a true expert on partner engagement himself.

REGISTER TO ASK QUESTIONS LIVE HERE https://us02web.zoom.us/webinar/register/WN_dIvjgRdhSFeRZnI3ZbV38A

------

ONGOING. Continued feedback on the new Onna search of the Cloud Software Association search for Executive #members. See https://youtu.be/WoMoc8J2my4
Katie Bentz
sending swag to partners - anyone have a promotional material company they love ordering from? I am based in Canada and will need to send to partners in the US, Canada and Europe. I'm fine to package things up myself and send out but if there is a company that can print and ship that would be even better simple_smile Thanks in advance!
Jason Breed
hey @Krystina Nguyen @François Grenier - you want to engage here ^^^^^^^
Ashley Hildreth
Hey @Katie Bentz - we used SwagUp and really liked our experience!
Katie Bentz
Thank you @Ashley Hildreth!
Katie Bentz
I will also mention we use Alyce at my company but they don't ship to EMEA yet simple_smile
François Grenier
wave @Katie Bentz obviously I'm biased, so let me know if this is a non-started due to your current setup, but you shouldn't have to do this by hand wink - we work with a solid list of vendors, and most importantly to your point, can leverage our 5 warehouse locations to cover over 165 countries. let me know if you'd like to chat. Shipping from a single location can be a high cost / logistical nightmare depending on volumes.
Jenny Risch (Electric.ai)
we use Sendoso at Electric, big fans!
Stacy L. Carlson
We use Printfection and have had no issues. I am not aware of if they do international though.
Evan Radisic
@here SaaSConnect 1:1 TOMORROW Is everyone attending this? I strongly recommend it. Had a call with Danielle and she is going to hit us with some pretty neat tactics she launched last year. Including what she calls “Campaign in a box” on driving Partner Engagement fire REGISTER HERE
Oscar Wimshurst
Have registered for the above but sadly have a clash in the calendar. Do you know if a recording or slides will be shared with registrants?
Sunir Shah
It will end up on YouTube. Please subscribe! https://www.youtube.com/c/CloudSoftwareAssociation
Jenny Risch (Electric.ai)
@here: Im looking for expertise on aligning sales & customer success comp plans & incentives with partnership goals. I have a few others who chimed in that they're also interested in bouncing ideas off someone who has done this recently. reply in thread or DM if you have some recent expertise here and would be up for a virtual meetup
Jenny Risch (Electric.ai)
@Evan Radisic: any previous events or saved content that cover this topic? not getting tons of takers, so figured Id check if there is subject matter expertise saved somewhere simple_smile
Evan Radisic
I just posted this in our executive member channel to get some brain power around it. Also, we did a Masterclass kind of around this issue @Jenny Risch (Electric.ai) I’ll ping you with the link. If anyone else interested in joining the session you can ping here
Miten Mehta
Friends - appreciate if you can pls share and comment on this Linkedin post on June 30th Leadership Roundtable with Google cloud for visibility and confirm here the same. ..https://www.linkedin.com/posts/fractal-analytics_re-imagining-business-with-ai-enabled-saas-activity-6811155281494474752-ZdOL/
GiladShoham
Hi Everyone, Last night we had the first meetup in NYC, it was great getting to know friends in person! We will make it into a monthly thing... If you are in the NYC area please join us at the #meetup-newyork or DM Hope to see you all soon.
Sunir Shah
@channel See you all in 25mins (10am PT).

How SpaceIQ drove their partner engagement way up with special guest @Daniel Graff-Radford, Allbound and @Danielle Moore, SpaceIQ.

Danielle is answering how she systematically organized her partner engagement to keep her current partners and get them to generate more predictable results….

We all want to show predictable revenue from partnerships!

Join to ask your questions live https://us02web.zoom.us/webinar/register/WN_dIvjgRdhSFeRZnI3ZbV38A
Sunir Shah
@channel Just a reminder that the super-early bird tickets for SaaS Connect, the one and only annual SaaS partnership conference November 9-10 in San Francisco, ends next week.

All of the joy of this Slack community, in person, with drinks, and 100x more powerful networking. You know you’re coming, so buy your ticket! Save 36% for jumping in now.

https://www.eventbrite.ca/e/saas-connect-2021-tickets-156007766429?discount=superbird
Jason Breed
yes Sunir!!! ^^^^^^ I’m in for sure!
Evan Radisic
@channel WHAT’S UP THIS WEEK?

Join @Rohit Gupta Gupta, Leader Partner Strategic Initiatives at AWS live to talk about “How to build a successful ISV partnership with a hyperscaler”.fire

As a hyperscaler, AWS keen on making sure the rest of us know how to best partner with them. They ARE committed to our success, but it’s a two-way street.

Join us for a unique conversation with AWS about how they view and develop their ISV partners...

And maybe, just, maybe you’ll learn how to improve your go-to-market strategy working with them. Wouldn’t that be something?

Thursday June 24, 10:00am Pacific

REGISTER HERE

Join the Cloud Software Association to talk directly with Rohit afterwards in the Executive Members lounge only.
Sunir Shah
@channel MORE THINGS THIS WEEK!

calendar Fix your AWS partnership. Ask Rohit Gupta, AWS (linkedin) live on Thursday 10am. Rohit’s extensive experience at TrendMicro taught him about distribution partnerships. Then he learnt the ISV’s journey with AWS while at AlertLogic.

Now he’s at AWS making all of our lives better… if only we’d listen to what he’s saying. simple_smile Come join this Thursday to figure out your AWS go-to-market strategy straight from the source.

REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_dsEQWtHoSzKq3cARB44amw

--------------------------------------------------------------

How do you hit your revenue KPIs and sales targets with partnerships? In case you missed it, @Simon Bouchez (Sharework), Reveal (né Sharework) drops absolute gold about how to build a co-selling, co-marketing, and account-mapping practice at your SaaS company based on his extensive sales experience at SAP. https://www.youtube.com/watch?v=X2zhsQaWvX8

--------------------------------------------------------------

admission_tickets Super-early bird tickets for SaaS Connect end this Thursday! This is the lowest price to buy a ticket to the one and only SaaS partnership conference. Get in before it expires. 40% off general admission. https://www.eventbrite.ca/e/saas-connect-2021-tickets-156007766429
Dave Weinberg
Hey everyone, I'm looking to connect with someone in partnerships or corporate social responsibility at any of the truck manufacturers like Ram, Ford, Rivian, etc.
Eli Mitchell
Anyone open to sharing - what are your top survey questions for partner programs? @ bench.co We’re looking to better understand how we can support our +800 partners in our long-tail program. Primary metric to optimize is engagement. Thanks! Your suggestions are super appreciated pray
Sunir Shah
TELL US ABOUT YOU

Where are you located? (city, region, country)

How big is your organization? (full-time equivalent headcount)

Who is your target customer?

How do you describe your business to your customers?

SUPPORTING YOU WITH YOUR CUSTOMERS

How does [Bench] support your sale or service to your customers?

What percentage of your customers use [Bench]?

What is the biggest value [Bench] offers in your customer engagements?

What is the biggest problem adopting [Bench] in your customer engagements?

What is your role managing [Bench] in your customer engagements? (check all that apply)

[ ] Recommendation only [ ] Refer customer to sales [ ] Purchase subscription on behalf of customer [ ] Initial onboarding and implementation [ ] Ongoing operation [ ] Integration with other software systems [ ] Integration with other organizational processes [ ] Training [ ] First-line support [ ] Custom development

GENERAL FEEDBACK

What do you like the most about [Bench]’s product offering?

What do you like the least about [Bench]’s product offering?

What is one thing we can do to improve [Bench]’s product offering?

What do you like the most about [Bench]’s partner program?

What do you like the least about [Bench]’s partner program?

What is one thing we can do to improve [Bench]’s partner program?
Sunir Shah
If you know there is a specific problem, like lack of sales materials, you can dig into that
Eli Mitchell
@Sunir Shah — thank you for suggestions. This is super helpful. Will let ya know how it turns out simple_smile
Sunir Shah
btw, you know their revenue by their headcount
Sunir Shah
secret trick of us market researchers
Stuart Pick
There was a great survey done by partnerprograms.io which analysed the reasons why companies partner, why they don't etc which we used to benchmark our own partners against when we did a similar exercise. The results surprised us! https://www.partnerprograms.io/resources-for-tech-companies/the-state-of-agency-tech-partnerships-report
Leighton Healey
Would a MSA expert be open to providing me with some advice/feedback? Writing up my first large MSA with a Franchise system. We are a workforce SaaS platform.
Lisa Hopkins
I'm presenting to our C-Suite tomorrow and could use some help from you all. For those of you who are at organizations that are at/over $50M ARR how big is your partnerships team (all functions- partner/channel managers, managers, partner marketing, partner program managers, etc)? TYIA
Len Martin
Currently we have 5 FTEs dedicated to the partnering function. 1 VP (reports to CEO), 1 Technology Partnerships Mgr, 1 Channel Partner Mgr, 1 SI Partner Director, and 1 Channel Marketing Mgr (dedicated).

We also have 2 open reqs for partner leads for EMEA and APAC (reporting to the corresponding regional General Manager).

Good luck on your presentation! Feel free to ask more questions.
Sunir Shah
@channel We’re on in 15 minutes with Rohit Gupta, AWS partnerships. He has gone through the whole journey, starting at AlertLogic building an ISV partnership with AWS. He’s now managing those ISV partnerships at AWS.

He knows what works and doesn’t and how to generate revenue through your partnership with AWS. Ask him live at 10am pt

REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_dsEQWtHoSzKq3cARB44amw
Michelle Lighton
Bummed to be missing this! Is the session going to be recorded? @Sunir Shah
Sunir Shah
always!
Sunir Shah
Got my second vaccine last night syringe . I feel incredibly awful but so happy to be on the other side of this finally. If you’re still waiting, go get it done. Let’s move forward finally.
Travis Bradley
Ontario can start opening up now. Please!
Sunir Shah
hahaha. No.
Craig Gleason (Tealbook)
I'm having a philosophical debate internally that partners generally require as much sales enablement training as our internal sales teams. As such, the function of "partner enablement" should sit within the enablement team and the PAM's should be leveraged to engage with the partners. I'd love to hear anyone's thoughts on this subject.
Dan O’Leary
100%. I look at Internal vs Partner enablement as the difference between a Teacher's Edition, and a Student Edition of a book textbook.

The internal version is going to have 100% of what the student sees, plus some extra stuff that is just for you internally or for the teachers.

Does that make sense?
Craig Gleason (Tealbook)
One of the question I've been asking is "should we be training a partners pre-sales people with any less rigor than we do our own?"
Sunir Shah
@Craig Gleason (Tealbook) How do the partners feel? Do they want to invest that much time? That’s probably the gating factor.
Kelly Sarabyn
I think Sunir's point is important - partners are not usually going to be as invested in your company as your sales team is. A lot of PRMs and related tools are trying to gamify their portals to encourage partners to spend more time engaging but I haven't heard of that being a game changer in terms of engagement levels (and would be unlikely to work at all for certain types/profiles of partners).

Headcount on partner enablement might be proportional to partners' overall willingness to engage/consume materials -but your point about the foundations/content/messaging around partner enablement needing to be just as rigorous as sales enablement is valid. In some ways, it has to be "stronger" to get and keep partners' divided attentions.

Love Dan's analogy about student/teacher versions of the same book, and that speaks to the value of having enablement as one team.
James Saldanha
"Teaching to Fish effectively" drives sustainability & scale. Equally its the vendors responsibility to generate demand to ensure the partner commits resources to service the demand, its a mind share &/ market share game.
Derek Vollebregt
Hey Craig, we've consolidated the teams together which has helped a LOT. Happy to chat further on this
Alyshah Walji
@Tom Burgess might be able to share some of his wisdom here, but we've certainly invested in just as much from a resourcing standpoint for partner enablement as internal enablement. It's often that we also have to enable our own internal teams on how to work with partners, so having the two distinct roles is necessary.
Robin Seidner
I'll add my two cents. It doesn't make a lot of sense to have separate sales enablement teams, as the content for internal feeds partner enablement. You might even consider inviting your best partners to sales bootcamps to gel relationships with sales teams, as this will provide a key give/get component to getting partners to take part in partner enablement
Adam Suissa
Online Fireside chat with CEO at Powtoon and Strategic Advisor at Staffbase.com, if you are interested. This is a great example of how partnerships can slowly evolve through relevant relationship building and in areas where there is complementary synergy between solutions and customers. Discussion will be super insightful and centered around addressing the challenges of getting your companies Internal Communications right amid these times. https://go.powtoon.com/lp/firesidechat-with-staffbase/
GiladShoham
July NYC Meetup - Who's in ? We had a great time two weeks ago, it's time to plan the next IN-PERSON meetup in NYC If you are interested please join the #meetup-newyork group, we would love to see you simple_smile
Cristina Flaschen
Gilad pushing that rosé wink wine_glass
Corinne Bartow
I’d be in if it is after 7/18
Cliff Simon
For those interested, I’ll be hosting a meetup with folks from Pavilion (formerly Revenue Collective) 7/15 at the Biergartern in Hoboken. 4pm
Evan Radisic
@here MASTERCLASS - NEXT WEEK

@Shubham Sood did something many of us are challenged with….scaling partner revenue systematically from LOW to HIGH chart_with_upwards_trend. Shubham has been able to go from $0 to 1M ARR in less than 2 yearsfire with SaaS Labs (Maker of JustCall, HelpWise, EasyCalendar).

He’s going to take us through the tactics he put in place to get him there raised_hands

Here is what we’ll be going through:   • How to find your partner audience • Cold Emailing & Calling partners • Deliver high value through content • Team alignment to achieve goals Thursday, July 8, 10:00am PT

If you want in join us as an Executive Member or register for single session here.
Shubham Sood
Thanks @Evan Radisic for the introduction. Hey all, excited to be here and looking forward to this session.

This will be full of insights, tactics & strategies you can use to scale your partner revenue.
Adam Metz
SDR Comp Plans: Who's got one!?!?!
Evan Radisic
@here https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1625252564216200

I’ve got 2 free spots for this for anyone that wants to join. drop a comment
Nikola Bubevski
Comment dropped smile @Evan Radisic
Stacy L. Carlson
Can you please put down?
Evan Radisic
@Stacy L. Carlson you are an executive member so you get in anyway. I still have 1 more spot. Tick tock
Stacy L. Carlson
simple_smile Thanks @Evan Radisic
Greig Orrell
If still available, it would be great to attend?
Evan Radisic
@Greig Orrell & @Nikola Bubevski you are in.
Greig Orrell
Thank you
Evan Radisic
I’ve got 2 free spots for the above session, if you want in drop a comment
Jay McBain
This took some time to collect and analyze - but if you ever wondered what MSPs read and where they engage - here is your answer. Is Facebook the runaway leader? How about Reddit and Discord? Is Clubhouse starting to make inroads? Are LinkedIn Groups officially dead? Check it out... https://go.forrester.com/blogs/top-143-social-media-groups-for-msps-vars-and-tech-channel-professionals/
Craig Abramson
Hope this isn't too promotional but I wanted to invite everyone who quotes SaaS and services to our upcoming webinar: Transforming Quote-to-Cash in Enterprise Services. We'll show you how to transform quote-to-cash with a faster, fully integrated quoting solution that is purpose built for services teams. It's on July 28th at 2:00PM ET. If you can't make the live event, we'll send you a link to the on-demand version. Here's the link to learn more and register: https://zoom.us/webinar/register/WN_lv0Knm69TrOH_4YnztzhVA
Zach Grove
What SaaS companies have affiliate/referral programs that you think are especially well executed? (Even if just from the outside looking in.)
Danny Deganis
Hey Zach, Great question. I am interested in seeing the responses to you receive. I believe that @Jay McBain often references SalesForce as being in the vanguard in this area but do not have direct experience with them myself
Sunir Shah
could also ask in #channel-partnerships
Cliff Simon
Formstack has a great setup.
Kelly Sarabyn
For affiliate, Constant Contact or SEMrush
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey Zach, I might be biased as it was my program.

Thinkific.com's which got to number 1 for the education category and #23 overall on ShareASale.

Now it's one of the highest performers on Partnerstack since migrating its full partner program there.
Jay McBain
We hear that hubspot does this well - especially with digital agencies who don’t want to resell
Pete Nicholls
HubSpot does not offer the ability to resell but has an excellent co-selling partner program. We've been a HubSpot partner since 2015 and we support a lot of their smaller partners.
Shubham Sood
Hubspot, Infusionsoft, ClickFunnels.
Sunir Shah
@channel calendar NEXT THURSDAY 10am PT

How did Kabir Mathur rally Typeform to grow integrations from 5 to 100+ partners

When Kabir Mathur took over Product Partnerships at Typeform, he was handed a portfolio with very few integration partners. It was critical he not only launch an integrations program, but launch one that quickly caught Typeform up with and even excelled past the competition in the highly integrated form builder market.

Kabir organized a very strategic campaign, recruiting support from all the other departments at Typeform (marketing, product, support). He rallied the entire company to find, recruit, onboard, and activate integration partners quickly. And that’s how they scaled VERY, VERY fast.

Join and ask Kabir live exactly how he convinced every department to focus and work towards this common goal.

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_U7ZIMQwNRAK8NJnkEpCURw
Sunir Shah
welcome @Kabir Mathur!
Mark Kirstein
Anybody have interest in cyber security for SaaS companies? SOC2. SDLC security. Etc? I'm curious how my/our expertise can contribute to this group.
Divya
Hey @channel, I am Divya part of product growth at Simply5 CloudLAN - Platform for remote teams to access business data more securely from anywhere. We are looking for _*reseller & channel partners*_ to scale our product growth. If you're up for it please DM me, love to discuss further:)
Aidan Weinrib
Hello! We've got a channel/referral partner who's pushing the limits on our free trial and I'm curious to hear how folks here would handle the situation.

We offer 3 months free for new partners to use our product (job ad posting / candidate screening / applicant tracking) or have their clients give it a go before they commit to referring us. We've found it's a great way to get folks warmed up to the product and sales conversations with their clients. After the free trial they can use the product for a discounted rate, and receive a free account once they've hit a threshold of signups.

We have one partner who's negotiated 9 months free with us in exchange for podcast features, extended testimonial, and a handshake commitment to include us in their training. So far, we have seen one signup from them despite the comarketing. They are asking for an additional 6 months of free use and have rejected our proposal of a client referral target of 10.

How would you handle this communication?
Sunir Shah
A classic turkey! turkey What are they doing with the free account?
Aidan Weinrib
They've used it for hiring multiple positions for their team in 4 locations, as well as used it as a lead source for their training business.
Robin Seidner
Just say no. If the comarketing isn't working, you're investing too much $ in this partnership.
Cliff Simon
+1 to @Robin Seidner. At some point the rubber has to meet the road. They are obviously getting something out of you. It needs to be a two way street
Alicia Gan
+1 to @Robin Seidner as well. This is just a waste of time. I rather invest that 9+6 free trials to other partners that are genuinely going to bring us revenue. It has to be two way as per @Cliff Simon mentioned
Shubham Sood
What’s the partner’s background? If they’re established in their market & space - I’d say pass along till the first customer.

In 6-9 month’s if you see no result or communication, cut the cord.

The idea is to give one product for free with some limitations.

Sometimes it takes time for the partner to also sell your product to their customer. Be patient, it’s hard to find partners in the first place.
Danny Deganis
I think you have received two solid but obviously very opposite suggested approaches. Without knowing who the partner is and the strategic value they represent, it is hard to say but, I think Shubham is on to something.

If they are a name that can help you recruit other partners maybe talk to them about providing a written endorsement or review, or perhaps referrals into other partners, associations that might be within their orbit?

Alternatively you could ask why they need such a long trial and what specifically (in writing) they are still evaluating)

Great question someone once taught me "What all do you need to see, that once you see it, you will know that this is the right solution for your business?" that forms the basis of a written criteria for a PoC that you can hold someone too.

Lastly, unless this protracted evaluation is costing your firm a lot of money, I would stop hounding them for payment and move your engagement up a level or two and try to form more of a strategic alliance, could you put them under NDA and have them become an unbiased beta tester for new features and bug fixes? Could you get close enough with their management to have a real, honest conversation about why they don't see enough value in your solution to move from freemium to premium? Maybe there is something to be learned about improving your value proposition so as to avoid a recurring pattern of this type of behavior?

Net, net, your next step should really be dependent on how strategic and valuable a potential relationship with this partner is. If this is costing your firm a lot of $ and they only sort of fit your target persona and you are chasing a loser out of desperation, cut bait and move on because they will never properly value your solution.

Sorry for the tome but hope it helps
Aidan Weinrib
Thanks everyone for the great insight!
Pete Nicholls
I’d be trying to flip it to a value based conversation. Are you creating tangible value for them and if so, it must be worth something and you have a right to capture part of that value. If they claim they created tangible value for you, what is that and does it net out? Focus on value.
Mary Vue
Hi Aidan - tell them it’s awesome that it’s working for them. And you’d like to intro them to your AE to discuss production use and discounts.
Danny Gray
I’ve definitely run into this situation several times.

I think extending the free trial but setting a new firm end point is how I’d approach it. If they don’t value the product enough to start paying after that then probably not the type of partner you want going forward. Of course if they bring referrals in that time you can re-evaluate.

Alternatively if you have different product tiers, perhaps you could offer them a higher/highest tier for a discounted price? It’s good for partners to know the full range of features and benefits. Some programs make it mandatory for partners to maintain paid plans.
Sunir Shah
I definitely think the frame of “we are glad you’re enjoying the product. While the partnership may not have panned out, we can at least thank you for trying by helping smooth your transition to becoming a customer”. Then offer a fading discount. A turkey is likely either full of good intentions and just needs someone to stop them from wasting more time, or just haggling you down for free service so any price discount is a win for them. They may not convert. But then again 9 out of 10 trials don’t convert. So I wouldn’t sweat it if it fails
Bader Hamdan
@Jay McBain I’m honored to have Tech Partnerships Alliance club included on your list as the #1 Clubhouse partnerships group.

If you have not followed the Tech Partnerships club, please use this link to follow in Clubhouse app. If you need an invite to CH, just DM me!

https://www.joinclubhouse.com/club/tech-partnership-all
Stacy L. Carlson
I’ve been joining in when I have a chance @Bader Hamdan
Kelly Sarabyn
There are have been some really great discussions here- definitely worth tuning in for
Bader Hamdan
some cool sessions coming up over the next few weeks as well, plz join!
Adam Suissa
would love an invite @suissapowtoon
Bader Hamdan
Adam are you on CH or need an invite to it? If already in CH, would love for you to follow the club https://www.joinclubhouse.com/club/tech-partnership-all
Sunir Shah
@channel What’s up this week?

CALL FOR SPEAKERS for SaaS Connect

We’re starting to put together our agenda for our annual SaaS partnerships conference. If you haven’t applied yet, you’d better get on it. https://sbweb.formstack.com/forms/sessions

-------

calendar THURSDAY 10am PT. How did @Kabir Mathur rally Typeform to grow integrations from 5 to 100+ partners

When Kabir Mathur took over Product Partnerships at Typeform, he was handed a portfolio with very few integration partners. It was critical he not only launch an integrations program, but launch one that quickly caught Typeform up with and even excelled past the competition in the highly integrated form builder market.

Kabir organized a very strategic campaign, recruiting support from all the other departments at Typeform (marketing, product, support). He rallied the entire company to find, recruit, onboard, and activate integration partners quickly. And that’s how they scaled VERY, VERY fast.

Join and ask Kabir live exactly how he convinced every department to focus and work towards this common goal.

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_U7ZIMQwNRAK8NJnkEpCURw
Dina Moskowitz
HI Everyone. At 10am PT today, there's a great live conversation going on called "Proven tactics to NURTURE your ideal partners" with some senior channel leaders in the IT space. Registration link below.

Proven tactics to NURTURE your ideal partners @Sunir Shah @Evan Radisic you'd definitely find it relevant.
Len Martin
Thanks, Dina. I'll check it out.
Dina Moskowitz
Evan Radisic
@here TODAY

In 20min, we’ll be talking to @Kabir Mathur  on how they built their integration ecosystem from zero to 50 and counting.

Join and ask Kabir live exactly how he convinced every department to focus and work towards this common goal.

point_right point_right point_right REGISTER https://us02web.zoom.us/we
Wyatt Shane
Will this be recorded? Was looking forward to joining but now have a scheduling conflict.
Sunir Shah
@Wyatt Shane yes, will be on youtube.com/c/CloudSoftwareAssociation. Please like and subscribe
Evan Radisic
Also wherever you get your Podcasts!
Jake Wallace
When will it be available? I was on vacation last week. sunglasses
Evan Radisic
Next week or so
Jay McBain
This is a significant (and unexpected) move as other trillion dollar companies are facing antitrust lawsuits and mounting public pressure. Microsoft is already one of the most partner-friendly companies in the world and just laid down the gauntlet for companies like Amazon Web Services (AWS), Google Cloud, Salesforce, and others to fast-follow or maintain their 15%+ fees.

My take on the valuation power of marketplace taxation here: https://www.linkedin.com/pulse/9-steps-trillion-dollar-valuation-jay-mcbain/

Microsoft announcement here: https://www.geekwire.com/2021/microsoft-drop-commercial-marketplace-fees-3-20-latest-dig-platform-rivals/
DELETE OLD JARED PROFILE
This is wild
Robin Seidner
Doesn’t seem too wacky to me.
Jason Breed
yet another fantastic analysis @Jay McBain!
Sanjay Goel (NachoNacho)
Excited to announce our partnership with Capchase... if you are a SaaS vendor and are looking for non-dilutive financing by leveraging your current MRR, be sure to check this out.  https://blog.nachonacho.com/general/nachonacho-partners-with-capchase/
Sandeep Todi
Found this crazy brilliant treatise on how to design product pricing pages for mobile. It’s quite in-depth and presents different strategies depending on how deep your feature list is, how may pricing plans you have, etc. I was blown away!

https://cxl.com/blog/mobile-saas-pricing-pages/
Gokul Anantha
A simple approach you can take is discuss a paid partnership model in tiers. Maybe 2 tiers to start with . first tier is current & free with time bound limits and second is paid. If partner is serious and interested , they will discuss tier 2. if not, you have a basis to determine what next.
Gokul Anantha
This would also makes sense, as the partner is using for both internal use as well as GTM purposes.
Sunir Shah
@channel calendar NEXT THURSDAY 10am pet. We will get your 2021 revenue KPIs to grow through the Salesforce AppExchange rocking and rolling. guitar

We’re bringing heavy hitters @Leslie Tom, SVP Salesforce AppExchange Marketing & Programs and Mike Kreaden, Salesforce Accelerator in to help you. They’ll walk you through the 3 month plan to get any ISV to market and take your questions.

You’ve got 6 months left in 2021. Mike will get you to a new level in 3 months. You can do it. Join us next Thursday.

point_rightpoint_rightpoint_right REGISTER HERE https://us02web.zoom.us/webinar/register/WN_jzM0YyrqTPS1rca2hq2-dw
Shana Kus
Hi everyone! I recently completed the Pragmatic Framework certifications I and II (Foundations and Focus). I'm curious if any of you have completed them also, and how you've been able to leverage the content with Partnerships. Would love to chat!
Craig Gleason (Tealbook)
Can anyone articulate the differences between a partner experience manager and partner account manager? Are they different roles?
Dan O’Leary
Sounds like one is focused on sales and revenue goals, the other on engagement metrics and support. Is that the intent?
Len Martin
Yeah, I tend to agree w Dan, above. PEM sounds like a customer success manager, except for partners, and ensuring the channel is taking advantage of all the tools available to them. The PAM is typically a field, partner-facing (and perhaps interacting with the direct team, too) person whose charge is to manage a partnership "in the field" towards driving revenue outcomes, and often takes the larger channel strategy and/or GTMs and applies them to their portfolio of partners. IMO.
Ben Bassett
I haven't run into a partner experience manager. I know what an account manager is. I can see different experiences based on simple definitions of the titles.

Experience manager sounds to me like it's more all-encompassing overall interaction. Everything from recruiting, onboarding, on-going training, etc. Account Manager is picking up an existing account (partner in this case) and running with a previously established relationship, and looking specifically to expand revenue in the relationship.
Sunir Shah
@channel calendar TOMORROW 10am pt. We will get your 2021 revenue KPIs to grow through the Salesforce AppExchange rocking and rolling. guitar

We’re bringing heavy hitters @Leslie Tom, SVP Salesforce AppExchange Marketing & Programs and Mike Kreaden, Salesforce Accelerator in to help you. They’ll walk you through the 3 month plan to get any ISV to market and take your questions.

You’ve got 6 months left in 2021. Mike will get you to a new level in 3 months. You can do it. Join us next Thursday.

point_rightpoint_rightpoint_right REGISTER HERE https://us02web.zoom.us/webinar/register/WN_jzM0YyrqTPS1rca2hq2-dw
John Moorhead
These are America's 10 cheapest states to live in for 2021 - CNBC https://apple.news/ApdXQ1lJySYWsnoJp_Q098w
Evan Radisic
@channel 

We are on in 45 min.

Hosted by @Leslie Tom, SVP Salesforce AppExchange Marketing & Programs and Mike Kreaden, Salesforce Accelerator will be discussing and interviewing two ISVs that have gone through their 3 month accelerator to launch in AppExchange. You don’t want to miss this! firefire

point_rightpoint_rightpoint_right REGISTER HERE https://us02web.zoom.us/webinar/register/WN_jzM0YyrqTPS1rca2hq2-dw
Ashley Speight
If anyone is working with a cyber security vendor and wants to explore how we help them manage and increase their reach of 1-tier and 2-tier partners feel free to book a slot. https://calendly.com/channelyze-prm/30min Completely different take on channel management that automates EVERYTHING!
Lauren Ladra
HI @Ashley Speight - interested in learning more here. Just booked some time on your calendar.
Christina Nicholson
I’m looking to hire someone part time to assist in executing a partner strategy for my public relations SaaS product. I’m open to referrals at . Thanks :)
Sunir Shah
If you’re a consultant, we’re working on a directory of partnership consultants. Please DM me
Christina Nicholson
I’m not. I have my own SaaS I’m looking to hire for. PodcastClout.com
Danny Deganis
Hi Christina,

How many hours per week/month do you need this person? And by 'executing partner strategy, is that recruitment and enablement?
Christina Nicholson
I’m not focused on hours so much as I am achieving goals with adding at least one engaged partner a month. And yes - that would include recruiting, on boarding, and maintaining new partners.
Sunir Shah
@Christina Nicholson sorry, that was confusing. I meant for any consultants who were interested in your job, I’d also like to talk to them to get a directory going for future jobs
Christina Nicholson
Oh - got it! That’d be great @Sunir Shah!
Shubham Sood
Yes! Christina
Danny Deganis
Hi Christina,

I may be able to help you if you are having trouble finding qualified candidates. I am hearing that the labor market is pretty tight right now in some areas.

I am not a recruiter but I do have access to a pool of experienced channel talent. Please DM me if you want to discuss.
Ali Spiric
Hey everyone! Allbound is doing a webinar with TechnoPlanet about partner experience on August 19th and we're looking to add a speaker. We'd love to feature a speaker who has experience logging into portals, registering deals, etc. Their role in this webinar would be to talk about their experiences as a partner and how to improve your PX.

Please let me know if there's anyone you'd recommend or if you're interested yourself. Thanks team!
Alexander Shyshko
Hope everyone's week is revving up well!!

Its a long shot given its more of direct sales question vs partnership, but has anyone here have stood up inside sales team focused on SMB from hire #1 to entire sales/sc/cs team?

I am working to build out a new inside sales team that will work in parallel to our large Enterprise reps and our Partners. Sub product of ours that i expect to be more transactional then our traditionally large/longer cycle deals.

The roles will be direct sales ISRs, not partnership managers per se, but they will intertwine closely with the cross functional teams as we experiment with the product velocity/demand.

I've done this in the past with Enterprise inbound/outbound sales teams but am rusty on high velocity smb teams structure and would appreciate few words of wisdom if you've been part of the strategy or yourself have stood this up in the past. Would love to jump on a quick call to share notes and experience
Sunir Shah
We did this at FreshBooks; @Kasey Bayne (Pocketed) has more direct experience.
Sunir Shah
This is a good youtube channel for this, by the way. https://www.youtube.com/channel/UCF7LXR8Pi5fr-N8OQ8XtP9g
Kasey Bayne (Pocketed)
Thanks @Sunir Shah! @Alexander Shyshko, happy to talk more
Sunir Shah
For small customers, you’re focusing on inbound paths. They will either book a call, live chat, email, click an in-app message, or respond to a drip or sequence email, newsletter, or an automated email from a sales person. You can also fold in SMS if you’re plucky.

There are different strategies for booking calls. One I like is the alternating direct CTA (book a call) and indirect CTA (here’s some tips to get set up); which alternates with a follow-up direct CTA (need help implementing the tips? book a call); then next set of onboarding experiences. If steps are not being taken, continue to escalate offers to help every 3-7 days and then move to a passive cadence.

However, I’m an old person, so there may be better flows.

Once on calls, I like one call closing; and if follow ups, keep it within 30 days with the same sales rep and then dump back to the CS team.
Sunir Shah
At Olark we did all hands support as well, and found there were pre-sales and post-sales support questions, and we worked on the messaging so the whole team could handle both. Of course it was primarily live chat + email for us. We escalated to marketing to handle exceptional cases.
Alexander Shyshko
@Sunir Shah this is amazing insight and appreciate your take on this!!
Will St. Clair
Anyone come across a good framework or definition for determining what should be a partner vs. a customer? Our partnerships team at Notarize is increasingly seeing some smaller, relatively standardized partnerships where the distinction isn't always clear for how we should serve them - sales vs. partnerships. Welcome thoughts from anyone who has a perspective. Thank you!
Sunir Shah
What are the different cases? What is the source of confusion? A partnership is to go to market together to serve a common customer. A customer is the owner of the account.
Sunir Shah
There’s the carpenter’s hammer distinction. The carpenter owns their own tools. The chair they build is the deliverable, the work product, which is sold to the customer
Sunir Shah
What is the deliverable that is owned by the customer?
Jenny Zhan
I guess there can easily be more than one way to see whether someone we work with is a partner or a customer. If your product solves my problem well and I'm happy with my experience with your company, the chance is that I'm going to recommend you to people I know who have the same problem. Since I know the problem well (sometimes I might know the problem even better than you or you may not know your product can solve that kind of problems so well because we may have different knowledge of the problem context...), my recommendation is anchored in problem solving, sales or not is secondary, that may be much more convincing for my folks to buy-in your product than your sales partner talking to these same people. There is probably a question of scale, also top down vs bottom up, and the time horizon you associate with the results, etc.
Bader Hamdan
Hey all, if anyone is interested in a cloud alliances gtm role with Capgemini focusing on Google, let me know and I can intro you to the HM. https://capgemini.taleo.net/careersection/1/jobdetail.ftl?job=054661
Sunir Shah
#jobs ?
Sunir Shah
@nick soderstrom ^^ to post
nick soderstrom
On it!
Bader Hamdan
ignore the title, it's a GTM alliances role simple_smile
Shubham Sood
We just signed a 6 figure deal with one of our partner’s customer today!

Partner takes home his 5 figure commission money_with_wings. Better times ahead.
James Sandoval (MeasureMatch)
Nice work @Shubham Sood. Out of curiosity, is the partner an ISV or consultancy/agency/SI? First deal with this partner?

And, any chance you can break down a few things like time-to-close, number of stakeholders, etc?
Sunir Shah
AMAZING!
Jason Breed
Awesome! I feel like we don’t celebrate these types of things often enough. Great job @Shubham Sood. Was this a bluebird or something you did to drive it?
Len Martin
Congratulations!
Shubham Sood
@James Sandoval (MeasureMatch) & @Jason Breed - Behind it went 6 mo’s of follow up & deal flow.

Partner was a consultancy, we’ve working up close with them for 18 mo’s +.
James Sandoval (MeasureMatch)
Nice. Thanks for sharing the deets @Shubham Sood. These things take time, heaps of follow-up, solid relationships. Congrats again. Must feel good wink.

One more Q if you don't mind - how big/small is the consultancy?
Shubham Sood
Big - 25+ Employees.
James Sandoval (MeasureMatch)
Cool. Thx @Shubham Sood facepunch
Steven Steffas
Looking to build a stronger partner community and increase engagement amongst partners.

What are some of your favorite tools or strategies?
Sunir Shah
What type of partners are you managing? tech, channel, affiliate, brand? And even then, it’s helpful to understand what they themselves are selling to their customers.
Sunir Shah
@channel TOMORROW 10am PT Hubspot’s has a new way to bring ISVs to market

We have a big conversation tomorrow. We’re on with Scott Brinker, VP Platform Ecosystem, Hubspot with special host @Bob Moore Moore, CEO, Crossbeam to talk about Hubspot’s new plan to bring its tech partners to market.

Armed with tons of customer data, they are really focusing partnerships where it counts. If you’re an ISV partner, you should join the call to learn what’s the new Hubspot accelerator program.

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_9t6bGAahRN-u1YBs9gYhWQ
Shubham Sood
Are you exploring more career opportunities in partnerships? Have a great one for someone looking for partner role in the US.
Serena Rizza
Hi Everyone! What are some examples of partner development OKRs for your team? We are working on basing some of our OKRs for the next quarter on a few integrated partner GTM launches. Unfortunately, my sales background blocks me from time to time not making things about a quota or number attainment and more on measurable, actionable goals.
Jake Wallace
I feel like @Tyrone Lingley is our resident OKR expert. Not only is he from a company that manages OKR software but, he's in partnerships. Ty any insights here?
Tyrone Lingley
Hi @Serena Rizza - can you detail the outcomes you're really after a little more? + What is the partnership person's role in the equation?
Serena Rizza
@Tyrone Lingley My role is Partnership Development Manager. There are two other BD reps that are responsible for prospecting and closing partnerships, then I am here as the point of contact post-launch to maximize success and find pull-through (top of funnel ops for our sales team to help our partner’s sales team close OR have the partner’s sales team close themselves) through sales training and enablement. An example of an OKR objective I have now is to Go-Live with a new integrated partner next quarter. I am thinking key results could be some sort of knowledge base check (a quiz perhaps or some sort of way to test the partner training program I am creating), generate X number of opportunities for our sales team to close, and increase our partner’s sales prospecting by X opportunities in their pipeline. Other examples can be an objective of ongoing growth and success with our current integrated partners. Key results can be something like set up 3 lunch and learns (or webinars), X amount of marketing-driven events, or X sales opportunities. 

As we start to build out this partnership development team, it would be helpful to hear what others have done so I can get a better idea since this is new to our team. Hoping some examples can spark new creativity and ideas.
Tyrone Lingley
Hi @Serena Rizza - thanks for sharing. I think it would be helpful for you to define the difference between OKRs and projects. The first OKR you have listed "Go-Live with a new integrated partner next quarter" is a project, but the KRs seem appropriate. I'm happy to walk you through our process and share examples (DM me).
Serena Rizza
Awesome. Thanks, Ty!
Sunir Shah
@channel bangbang REMINDER TODAY 10am PT (30 mins)

Hubspot’s new way to bring ISVs to market

We have a big conversation today. We’re on with Scott Brinker, VP Platform Ecosystem, Hubspot with special host @Bob Moore Moore, CEO, Crossbeam to talk about Hubspot’s new plan to bring its tech partners to market.

Armed with tons of customer data, they are really focusing partnerships where it counts. If you’re an ISV partner, you should join the call to learn what’s the new Hubspot accelerator program.

point_right point_right point_right REGISTER https://us02web.zoom.us/webinar/register/WN_9t6bGAahRN-u1YBs9gYhWQ
Nick Valluri
@Sunir Shah Sorry I missed this - possible to get the recording from this somehow?
Sunir Shah
We will post ASAP
Rajiv Ramanan
anyone from pax8 here?
Jason Breed
hey @Rajiv Ramanan I can introduce you to a couple of their people. Does that help? #pax8
Ben Bassett
I know one or two at Pax8 if you need an intro.
Rajiv Ramanan
thanks Jason and Ben. One of my friends, ceo of superops.ai needs an intro. They are looking to build an integration and are not getting a response. an intro would really help
Stewart Townsend - Channel.Vision
know a few peeps at Pax8 as well
Stewart Townsend - Channel.Vision
if want introductions
Ben Bassett
Roger that. Please DM name and contact information and I will get over to my people
Rajiv Ramanan
thanks a lot Ben, Stewart and Jason! appreciate it..
Rajiv Ramanan
any intro to partnership head or senior execs in bd will help
Amelia Roberts
Hello I am working on a project related to strategic partnerships.

I would love to heard from others familiar with this space.

For those with knowledge, with your micro-influencer campaigns, what measurements are you reporting to your client/ board/team, what metrics are you accountable for?

How are you showing that you are accountable to/reporting on metrics that matter for the business case beyond influenced revenue?

What impact on business are you responsible for beyond influenced revenue?
Eugene Krimkevich
@Amelia Roberts Going to reveal my lagging marketing knowledge here - can you clarify an example of a micro-influencer campaign (who are these folks, what’s their relationship to your business/product, what’s the original intent of engaging them, etc.).

In general, lots of folks here can comment on partnership or partner marketing metrics beyond sourced/influenced revenue, want to make sure I got the context right first.
Amelia Roberts
@Eugene Krimkevich Thanks for that, let's switch out the word "micro-influencer" to "mini Sumo" ( from Bernie Brenner's book)...we are not trying to partner with the Adobe's of the world at this time. Does that clarify enough for you to give your thoughts? If not, no worries simple_smile .
Debby Kruzic
ChannelCon Online Lifts Off Tomorrow! I am looking forward to this event. I have been there in person and online and found both valuable.   It’s not too late to join the crew for ChannelCon Online! The virtual event starts tomorrow at 11am CT.

Register for ChannelCon Online

Register and gain access to two days of out-of-this-world content, including: • Inspiring and educational content to help you grow your business • Live Q&A with our keynote speaker • One-on-one conversations with cybersecurity experts in the Genius Café • Solutions Showcase with more than 80 exhibitors and experts • Recognition of our 2021 CompTIA Member of the Year • Virtual happy hours and networking opportunities
Jeff Burak
Brandfolder Partnerships (Digital Asset Management) job posting: Partner Development Manager

https://boards.greenhouse.io/brandfolder/jobs/3347111
Shubham Khenat
Hey All, We are starting a partners program at GraphCMS (graphcms.com).

Would like your views and suggestions on how we can make our program better in terms of partner engagement, inputs would be helpful?

Also if there are any agencies or companies looking to explore partnership opportunities and open to consider GraphCMS (API-first GraphQL native headless CMS) as a part of their tech stack. I would like to connect and discuss more!
Matthew Lifshotz
Hi all - I’m building out a hiring plan for our partner managers. Anyone have a template/format that they’ve used to show what’s needed? For instance, I’ve done sales hiring plans based off sales capacity per rep and total sales goals quarter over quarter. Wondering how people attack from partner manager perspective (partner capacity and goals, etc)
Aidan Weinrib
following! I've got similar questions. wondering how to approach the 'math' of portfolio sizes. I'm starting the process of hiring a second partner manager and am cautious about how to split and transition the existing portfolio.
Aidan Weinrib
Hey folks! Curious to hear how much lead scoring factors into your partner acquisition strategy and targets. What items do you grade for?

In my experience a prospect's client count has usually not been a great indicator of performance, and I've leaned toward 'alignment' standards. Getting some pressure to increase efforts to prospect big fish and would love to hear what others have found success with.
Christina Nicholson
Great question.
Amelia Roberts
I have been asking related questions, cricket's here, working on compiling what I found so far, happy to share. Yet if you can chime in on what you have experienced so far, that would be great https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1627863747002600?thread_ts=1627863747.002600&cid=C9EBK59M5
Aidan Weinrib
Thanks Amelia! Sourced revenue is our core metric and our new partner acquisition metric we've been tracking is 'new active partner' (first client sign-ups). Thinking about adding more dynamic metrics to the acquisition pipeline with caution about incentivizing 'vanity' metrics. Haven't come up with the answers yet!
Amelia Roberts
Curious if @DELETE OLD JARED PROFILE has an episode o this topic.
DELETE OLD JARED PROFILE
What is the topic in particular?

How to build data-driven partner prospect lists?

Going from large potential lists of partners, to a more curated list of “target partners?”

Or measuring how well you engage those target partners from a marketing or sales perspective?
Aidan Weinrib
The first two @DELETE OLD JARED PROFILE – looking to crowd source prospect scoring strategies. What are the metrics considered / how /why?
Dave Weinberg
Hey everyone - wondering if anyone here works at Circle.so or know someone there?
Sunir Shah
In case you missed it…

How Salesforce Takes ISVs from Idea to AppExchange in Three Months with Mike Kreaden, MD of Salesforce Accelerate, Jason Briggs, Co-Founder of Diffeo and Jennifer Mercer, Co-Founder and CEO of Metazoa

A multifaceted conversation, the focus is on how Salesforce takes ISVs from concept to AppExchange with Salesforce Accelerate, which aims to help ISVs get to market sooner. The discussion includes:

Salesforce conversation* • The start of AppExchange and what was then called the Incubator; both launched in 2006. The Incubator was for the purpose of progressing from only a handful of apps to hundreds; two years later Salesforce boasted 800 apps and today, hundreds of thousands of apps. The purpose of the Incubator was to help businesses ultimately build thriving businesses around the AppExchange. • In 2016, the Incubator was rebooted into the AppExchange program, and evolved to Salesforce Accelerate. • From idea to AppExchange in just three months. • The selection process for ISVs in Accelerator.

*Diffeo conversation* • At what stage of the Diffeo product and startup lifecycle did they apply to the program, and how much knowledge of the Salesforce ecosystem platform and products did they have at the time, and what Diffeo’s goals were for entering the program. • The unconventional way Diffeo raised funds. • The resources Diffeo allocated to the Accelerate program.

*Metazoa conversation* • Although Metazoa was already a proven AppExchange partner, what were their goals on entering the program? Since there were around 6,000 apps on AppExchange, getting on the program gave them the opportunity to be relevant and get the exposure they needed. • Highlights of the Accelerate program, and how the company is doing today.

*Takeaways from Diffeo and Metazoa* • Program takeaways, benefits of the program, insights and advice for other founders from both Diffeo and Metazoa.

*Where to listen:
https://www.cloudsoftwareassociation.com/2021/08/05/how-salesforce-takes-isvs-from-idea-to-appexchange-in-three-months/ Spotify  iTunes Youtube
Aidan Weinrib
Hello again! Today I'm curious about the org structure of your partner marketing.

How many marketers are on your partnerships team? What do they do? How does that compare to other functions on the team?

Right now my team is small with 1 marketer and 1 account manager. We report into the growth org and have a lot of discussion around adding more content roles directly on our team. Always interested in this group's perspective eyes
Madelyn Wing
To me, partner marketing is 3 functions aligned to the partner lifecycle: recruitment, onboarding/training, and enablement. Right now I've got 1 partner marketer managing all 3 buckets with help from other groups like demand gen, sales enablement, etc. but the ultimate goal would be to scale out this way.
Aidan Weinrib
Thanks Madelyn! We talk about these 3 buckets as well + audiences of 'prospective partner', 'exsiting partner', and 'partner's client'. Do you plan to hire a general marketer for each function?
Madelyn Wing
I do - I think in the future I'll have someone solely focused on partner recruitment, partner training/engagement, and then partner enablement which I think fulfills that "partner's client" audience you're talking about
Aidan Weinrib
love it! thanks for your input simple_smile
Matt Bonfiglio
Anyone here using Docsend for sending out their partner marketing materials? How do you set it up and how is it bucketed? So you run into issues with multiple links for partners. Would appreciate all the insight!
Cristina Flaschen
We don’t use Docsend for this, but we’ve been using Referencable for sharing deal rooms and like it a lot. It’s sort of like Google Drive meets Docsend https://www.referenceable.io/
Dan O’Leary
@Matt Bonfiglio if you have Box, this is also easy to do without needing a separate tool, and it's of course how we manage things with our partners outside of our PRM. It's also a great way to start for orgs who aren't at scale to need a Docsend
Sankararaman
LOOKING FOR A JOB

Hi people of CSA,

As some of you know, It’s been a while since I joined Northeastern Uni as a Grad student. I’m currently looking to work for 4-8 months full time, starting Jan 2022. I’ve worked at Freshworks and Level AI before this, and am hugely interested in Tech Partnerships and Product GTM roles!

Would love to pass on more info about my profile and/or share my resume as well. This is my LinkedIn.

Great week ahead. Best!

#general #jobs
Ashley Speight
www.channelyze.io has just had a feature update to support native 2-FA as well as SAML. Channelyze.io helps vendors and distributors to manage their global partner reach across 1-tier, 2-tier or hybrid and goes end to end from lead generation all the way to renewal! With over 50 vendors using Channelyze since it's launch 3 months ago, we are moving people away from the traditional channel solutions that aren't fit for purpose in the subscription model world. To find out more, register for a demo at https://calendly.com/channelyze-prm/30min
Miten Mehta
Folks, It’s a pleasure to invite you to AMA (Ask Me Anything) we are hosting with Amit Zavery, VP and Head of Platform, Google Cloud, on Aug 26th at 9 am PST on ‘_Accelerating Digital Transformation with Google Cloud’_ leveraging Google Business Application Platform (Apigee & Appsheet).    Kindly Register using the Registration link: https://lnkd.in/d_52dA7j - and share with your team to register as well. Appreciate if you can also like / comment on the this LinkedIn Post. Thanks! Miten
Madelyn Wing
Does anyone have good examples of rules of engagement between channel account managers and customer success? Running into a lot of channel conflict here as we have had existing agency customers that we are trying to convert into partners. Seems like it would be straight forward, but I'm finding success was managing a lot of what I would consider sales/partner conversations
John Hoeft
Hi Madelyn - shoot me an email at and we can set up some time to discuss, I'm working through some of this as well and would like to get your take on best practices.
Sunir Shah
@channel What’s up this week?

It’s summer in Canada so @Evan Radisic and I are enjoying every moment on vacation for the 10 days summer lasts. However, I have something I’ve been working on to show you.

So much of our Slack conversation are gold. The 30 day history is a bummer. I have created an archive that you can search for our collective wisdom and insight. You can find the entire Slack archive (BETA) here.

books SEARCH OUR SLACK ARCHIVE https://www.cloudsoftwareassociation.com/slack/

What’s up with SaaS Connect? skull Speaker deadline is coming up August 17. Submit to speak. https://sbweb.formstack.com/forms/sessions

Our speaker submissions matter not just for SaaS Connect but for our webinars and masterclasses and when we nominate speakers at other conferences. If you have a story, submit it. It lets us know you’ve got a story worth telling.
Sunir Shah
The Slack archive is a Python script I wrote. I’m still manually processing it; I’m working on automating it and then indexing it with the site search.
Greg Plum
Here is the press release for CompTIA's Annual Top 10 List of Emerging Technologies. Would love thoughts on this as we broke from tradition and focused on use cases for the top technologies, rather than 10 disparae technologies. Cheers! https://connect.comptia.org/newsroom/press-releases/2021/08/12/comptia-names-top-10-ap[…]nce-and-internet-of-things-in-2021-emerging-technology-list
Jim Keeney
Hello All - Does anyone have a success story about using digital marketing to gain traction? We have a podcast called Digital Marketing Victories and are looking for guests. Please contact me directly is you are interested. jim.keeney@dapt.tech
Curtis Davey
Does anyone have good examples of partner landing pages? Specifically, landing pages that showcase the benefits of the integration/partnership and may or may not include a discount? Thanks in advance for your help!
Brady Klein
Completely unbiased opinion: I think ours is pretty good - https://www.ecwid.com/partners
Andrew Porter
I think Deniz' team has done a great job over at Datadog with the information they provide around tracks.

https://www.datadoghq.com/partner/
Aidan Weinrib
Crossbeam did a great blogpost about partner landing pages: https://www.crossbeam.com/blog/b2b-saas-partner-page-examples-zapier-hubspot-zendesk/
Jason Breed
and if you want a near turnkey approach - check out www.partnerpage.io
Andrew Edelman
Good page highlighting the largest tech partnerships https://www.box.com/partners
Melissa Kwan (eWebinar)
Hey guys, curious to hear your thoughts on when you think is the best time for a SaaS company to have a partner strategy and hire a partner manager to execute said strategy…and when you think it’s too early?
Chloe Fisher
Personally, I think as soon as a SaaS company has a defined & well trained sales org in place, they should look to make a partnerships hire at the director level or above. Especially if that SaaS co is in a competitive space, there's a lot to be said for being the first partner to the table.

That being said, it really depends on the approach from leadership and how committed they are to supporting a partner program. Partnerships are a long game play- establishing a relationship now will help acquire qualified leads months (or even years) down the road. It takes time to stand up a partner program, so plan to have early metrics focused on partner acquisition, not pipeline or revenue.

For leaders who may not come from sales or partner backgrounds, I think one of the most common mistakes they make is being a bit too short-sighted and expecting a partner program to boost revenue over the first quarter or two. Plan to hire a partnerships director to lay a foundation a few quarters before you want significant pipeline or revenue goals to be flowing in. Relationships take time to build trust.
DELETE OLD JARED PROFILE
Define partner strategy: • Is this Channel? IT? Agency? Consultant? ISV? Platform? Alliances? S.I. ? The market makes a big difference. I would argue at $100M plus and a very well defined franchise model for some industries and products and roles, and for others as early as the first 10 employees.

There is absolutely no one size fits all answer.
Melissa Kwan (eWebinar)
Thank you, appreciate you guys taking the time to respond!! @Chloe Fisher @DELETE OLD JARED PROFILE
Greg Plum
Hey @Melissa Kwan (eWebinar) I wish I saw this sooner... I LOVE this question. Personally (and selfishly) I don't think it is ever too soon to establish a partner strategy. The challenge is in affording the partner resources needed to establish the strategy, and then execute effectively. In my opinion, if a company is at the point of considering a direct sales strategy, they are in a position to explore the feasibility of a channel program. The beauty of an indirect sales team is that (usually) 100% of the cost is variable, based on collected revenue. The expense will be on engaging with channel leadership, which often is different than direct sales leadership.
Greg Plum
Happy to chat offline in more detail, if interested. BTW, still love your product!
Greg Sweeney
Employee #12 at Tableau Software initiated their partner strategy. VC Sean Jacobsohn recommends when your sales model is working well, when you can onboard your own salespeople efficiently, and you have enough reference accounts. Content from this 2018 webinar: https://webcasts.business2community.com/events/building-saas-partner-ecosystem
Ben Bassett
I often see partner/channel begin around Series-B. Too early to me, is before there's been any established direct sales motion defined and proven out.
Shubham Sood
Hey guys, Wrote an article which just got featured on the Zapier blog.

Tips on how to get the fundamentals right and avoid the pitfalls (How I scaled from 0 to $1M ARR in partner-sourced revenue in <2 years).

Have a go here- https://zapier.com/blog/how-to-build-a-partner-program/
Andrew Edelman
Thanks for contributing your experience, @Shubham Sood! raised_hands

You too can contribute to the Zapier blog! smile Learn about the requirements here then fill out this form.
Jake Wallace
Does anyone have a connection at OpenCart?
Ashley Speight
If you could automate your entire channel processes, would you? www.channelyze.io
Evan Radisic
@here    MASTERCLASS - Next week

fireHow to create a perfect pitch deck for partners fire

Its hard enough to get your internal team to use a pitch deck effectively, so how do you do it for partners? man-facepalming  How do you get them to use it (and add their own slides) without sacrificing the quality/effectiveness of the message?

@Rajiv Nathan has been working with technology companies across multiple industries on this very process. He lives and breathes this stuff. He’s agreed to come talk to us on what his approach is to building a kick ass deck and how to work with your partners on variations of “the product pitch”. zap

Rajiv will be going through:

• Why your partner demo is only half as effective without a presentation. • How most presentations fall short in the first 60 seconds. • The step-by-step storytelling method for repeatable, scalable partner pitch.

heavy_check_markThursday, September 2, 10:00am PTheavy_check_mark

If you want in go. point_right here point_left
Shubham Sood
If you want to build a profitable partner program, make sure you treat all partners equally & reward the top performing ones. What else do you do?
Jay McBain
Today marks a milestone in the IT industry with the merger of the second and third largest distributors on the planet to make a new #1. The combination of Synnex and Tech Data has 150,000 customers, 1,500 vendors on its line card, and 22,000 employees. Combined, the new TD SYNNEX has revenue of $59.8 billion, gross profit of $3.5 billion, adjusted EBITDA of $1.6 billion and margin of 2.7 percent. We not only predicted an uptick in consolidation but outlined the 10 headwinds that this new company faces out of the gate: https://go.forrester.com/blogs/are-distributors-the-future-of-distribution/
Sunir Shah
wow, that’s wild
Adam Metz
Privacy policies: does anyone have solid boilerplate for a standard website non-interstitial privacy policy that includes a carve-out for California website visitors?
Sunir Shah
I use iubenda.com for this
Adam Metz
Ah, thanks Sunir, much appreciated.
Adam Metz
Let me know if this belongs in #Random and I'll put it there. simple_smile
Jay McBain
New list! Out of the 14 different spheres of ecosystem influence that we track at Forrester, the channel industry trade press ranks near the top. Smart vendors and distributors know that the magic of finding, influencing, recruiting, enabling, and nourishing a top-performing channel boils down to 59 channel-facing media outlets around the world (and their related communities, events, and social channels). Do you know key folks in the media or someone that was recently featured? Tag them below! https://go.forrester.com/blogs/top-59-global-it-channel-media-outlets-what-msps-mssps-resellers-integrators-and-it-consultants-read/
Sunir Shah
@channel WHAT’S UP NEXT WEEK?

Hey, I’m back from vacation. Let’s get back to it.

mega The new partnership tech directory is up (BETA)

We asked partner teams what tech they use to run their partnership programs and built this directory. https://www.cloudsoftwareassociation.com/directory

> question Want to get listed? Submit here. ----------------------------------------------------------------------------------------------

calendar LIVE Thursday September 9, 10am PT.

It’s 2021! Your integration strategy is TOOOO SLOOOW turtle with @Fraser Davidson Davidson, CEO, Cyclr

It’s 2021. There’s too much software. There is no way you can keep up with your customers’ demand for integrations. Will you meet your objectives without a strategy to go to market with new integration partners?

Engineering’s desire to build it all in house is sacrificing not only your revenue targets in partnerships, but the customer experience as they fall behind. A modern strategy takes advantage of the new layer of cloud connectors to move faster.

How do you lay out a strategy internally to make your integration programme go faster?

We’ve invited @Fraser Davidson Davidson, the CEO of fast growing cloud connector, Cyclr, to break down the strategies they deploy for clients. You’ve got to go faster. That means more than the technology, but also how you as a partnership leader get engineering, sales, success and marketing all aligned around your goal to drive co-sales and comarketing from partners.

rotating_light REGISTER HERE TO FIX YOUR INTEGRATION ROADMAP LIVE. https://us02web.zoom.us/webinar/register/WN_X9xGlUTXQGOhqMw7pMFwJA

----------------------------------------------------------------------------------------------

What’s up with SaaS Connect? exploding_head

We have plans. Announcement next week. Please get vaccinated. syringe
Sunir Shah
@channel WHAT’S UP THIS WEEK?

calendar LIVE Thursday September 9, 10am PT.

It’s 2021! Your integration strategy is TOOOO SLOOOW turtle  with @Fraser Davidson Davidson, CEO, Cyclr

It’s 2021. There’s too much software. There is no way you can keep up with your customers’ demand for integrations. Will you meet your objectives without a strategy to go to market with new integration partners?

Engineering’s desire to build it all in house is sacrificing not only your revenue targets in partnerships, but the customer experience as they fall behind. A modern strategy takes advantage of the new layer of cloud connectors to move faster.

How do you lay out a strategy internally to make your integration programme go faster?

We’ve invited @Fraser Davidson Davidson, the CEO of fast growing cloud connector, Cyclr, to break down the strategies they deploy for clients. You’ve got to go faster. That means more than the technology, but also how you as a partnership leader get engineering, sales, success and marketing all aligned around your goal to drive co-sales and comarketing from partners.

rotating_light REGISTER HERE TO FIX YOUR INTEGRATION ROADMAP LIVE. https://us02web.zoom.us/webinar/register/WN_X9xGlUTXQGOhqMw7pMFwJA

----------------------------------------------------------------------------------------------

mega The new partnership tech directory is up (BETA)

We asked partner teams what tech they use to run their partnership programs and built this directory.  https://www.cloudsoftwareassociation.com/directory

> question Want to get listed? Submit here.

----------------------------------------------------------------------------------------------

What’s up with SaaS Connect? exploding_head

We have plans. Announcement next week. Please get vaccinated. syringe
Hugo Roseiro
Hey guys, have you ever engaged with a conversational AI chatbot? How was your experience? What's the first feeling that comes up to your mind?
Pete Nicholls
Banks seem to have embraced the bots and are good and fast at answering basic questions, but if the second answer hasn’t solved it, the third question should route to a human or it gets frustrating fast
Hugo Roseiro
Thanks for the feedback @Pete Nicholls, Totally agree with you. Human agent fallback should always be implemented.
Ben Bassett
@Hugo Roseiro Much like @Pete Nicholls already mentioned, chatbots should be set up to handle easy questions in the first two responses. There has to be a human ready to take over.

I've seen and experienced them done so poorly that they rank behind only voice auto-attendants as my most hated pieces of technology.
Hugo Roseiro
Thanks @Ben Bassett. I work at Certainly.io, a Conversational AI chatbots platform, and this feedback helps us with some content we are preparing for an upcoming webinar. If I may, go to https://siksilkusa.com/, and ask the chatbot Melo "tell me a joke" - hopefully this will make you feel slightly better about the technology grin Have a great day!
Bader Hamdan
Hi all, just sharing an interdisciplinary group we created specifically for people working on integrated SaaS technology & partnerships. Already have some great folks from companies like Facebook, Box, Adobe, HubSpot, Trustpilot etc. Feel free to list me as a referral and share with any partnership, product or engineering folks who are working on this problem. Www.saasecosystemalliance.com
Sunir Shah
@channel LIVE TODAY 10am PT

Hey folks, we know finding engineering resources for integrations sucks. It’s a gigantic risk for your partnership strategy. We invited @Fraser Davidson Davidson to talk through his story of how he came to create Cyclr.

With so much software coming to market, getting control of the integration roadmap is absolutely critical for partnership teams to keep up with customer demand.

And every integration you launch, the more marketing and co-sales opportunities you have to hit your revenue targets.

2021Q4 is coming. Get your game on. Join us tomorrow to pepper Fraser live with questions about how to get your integration strategy back in your control.

rotating_light rotating_light rotating_light REGISTER HERE TO ASK FRASER QUESTIONS LIVE. https://us02web.zoom.us/webinar/register/WN_X9xGlUTXQGOhqMw7pMFwJA
Xander Oltmann
@Fraser Davidson we'd love to partner with you here at Scope to provide the expert services to get Cyclr up and running with your customers.
Fraser Davidson
Sounds interesting - reach me at
Kevin O'Brien
Is anyone else sharing out leads with agency partners? Curious what tech you are using to track progress and reporting ?
Sunir Shah
https://www.partnerpage.io/ is a decent choice. @Mario Tarabbia can speak more to that.
Mario Tarabbia
I recently heard someone describe this as “Give first” mentality, I had not personally heard of that before but I loved the framing simple_smile
Sunir Shah
@Alex Glenn you often bang on this drum. suggestions?
Kevin O'Brien
all of our implementations are done by our certified agencies, so we end up doing a lot of introductions and tracking
Sunir Shah
partnerpage.io. stop being shy @Mario Tarabbia.
Mario Tarabbia
I was just chatting with Kevin that a good approach to this is to position the “you get leads” as a reward for reaching a higher tier/status in a partner program. So hypothetically you might have bronze, silver, and then gold partners.. but only the goldies get access to the customer connects. This is a good way to motivate folks through the tiers/funnel.
Alex Glenn
Great question @Kevin O'Brien - my suggestion is to add account mapping to a stage in your partner track (after alignment, lunch/learn, product and co-marketing is done) as a reason to stay on track.

Lead sharing should be reserved for trusted implementation expert partners.

But account mapping for easy wins should be repetitive (monthly). And for everyone
John Hoeft
Last I checked account mapping services like Reveal and Crossbeam only help with seeing overlap of mutual customers and pipeline, not sharing "white-space" leads to each other. I'm in the process of building a business plan that would allow our partners to "earn" leads from us. we receive a high volume of leads each month and not all are qualified for what we offer and want to share them with our partners strategically and fairly.
Shubham Khenat
Curious to know how tech companies are connecting with agencies for partnership?
Sunir Shah
come on over to #channel-partnerships to discuss
Eric Bai
Hey all - looking for recommendations for an outsourced partner marketing person/agency. Still awaiting budget for a full time hire so looking for help on a project basis. Let me know?
Jason Breed
ummm - to do what? location? skills needed? industry expertise? etc….
Eric Bai
This is for our company Airwallex, we're a large global fintech company but early in terms of forming a partnership strategy. • Looking for help with partner collateral, revamping our partner page, partner events. • Remote - but will involve multiple time zones - US, UK, AU. Preference for someone based in the US
Ryan Lunka
Hey Eric, you should talk with @Allan Adler. Happy to make an intro, if you’d like.
Allan Adler
Thx Ryan. Eric and I have been talking simple_smile
Allan Adler
Eric - in addition to Ecosystem strategy and program design (our earlier discussion) we also do a lot of partner marketing/agency work.
Jason Breed
@Eric Bai - consider @Mario Tarabbia and the PartnerPage team for a really strong partner directory solution for you website. It’s an easy button and what I use.
Eric Bai
Thanks Jason, I'd like to ask a bit about your partner page if you don't mind. Just shot you a DM
Dave Weinberg
If you could bring together a shortlist of individuals to talk about iconic partnerships, who would be on your top 3 (living) list?
Tom Williams
No question number 1 would be Gov Doug Bergum former CEO of Great Plains ERP (now Microsoft Dynamics). His keynotes in Fargo ND were legendary and I truly believe his “treat partners like family” ethos had a huge impact on Microsoft’s partner strategy until his departure in 2007. Satya Nadella, current CEO of Microsoft, has credited Burgum with “inspiring him to find the soul of Microsoft”. #2-4: Parker Harris, Frank Dominguez, and Dave Moellenhoff who are credited with launching Salesforce App Exchange which revolutionize the modern technology marketplace.
Emily Cozzens (PandaDoc)
Hi all, I'm building up a plan to enable more customer success activities thru our partners, and wanted to know - how do you go about monitoring implementations done by partners and ensuring they're done well? (Beyond training.) Do any of you require implementation plans to be submitted for the deal?
Jason Breed
hey @Emily Cozzens (PandaDoc) I monitor quite a bit. First, I have pre-build, early/mid-stage/pre-launch code reviews with partners to ensure no red flags with any implementation. With a few checkpoints, we rarely have any issues prior to going live. Then, once live, I can monitor site performance, rendering speeds, etc and I rate all my implementation / services partners this way. Use it as re-training when needed and provide to partners to create new services deals with clients as needed.
Emily Cozzens (PandaDoc)
@Jason Breed that sounds very thorough. Would you be open to a 15 minute call to chat more about this?
Kevin McFarland
i’d love to try and join
Anastasia Hambali
Will you have recording after? I am booked for that time.
Chip Rodgers (WorkSpan, Bay Area)
Good luck with the session Evan! Say hi to Mark - I worked with Mark at SAP - great guy and a very successful career there.
Franz-Josef Schrepf
@Evan Radisic I just re-watched the recording of this talk and found it super helpful! Any chance you could share the worksheet Mark mentioned?
Evan Radisic
Hey @Franz-Josef Schrepf, @Lindsey Ward {CSA Managing Director} may be able to hunt it down for you.
Lindsey Ward {CSA Managing Director}
Absolutely! Let me see if I can grab that for you @Franz-Josef Schrepf
Franz-Josef Schrepf
Thx team!
Evan Radisic
@here I’ve got 3 free spots to the above Masterclass tomorrow. If you want in drop a comment
János Vrancsik
sounds interesting, can I still join?
Craig Gleason (Tealbook)
I would like to join as well if there is still a seat.
Dave Weinberg
Would love to if there is still a seat
Len Martin
Please put me on the wait list :-)
Mitali Bellamkonda
Hey, quick question for you all, what conflict resolution strategies do you use with your partners?
Sunir Shah
Partners are always freaking out because it’s a job that deals with risk that you can’t control. You’re risking money, engineers, etc. of your company on another company you don’t control to deliver a result.

I acknowledge this leads to “Partnership Poker” and then first reaffirm our common objective of serving customers together; strive to seek understanding if something has gone awry; assume good faith; and actively listen to reflect back what I am hearing.

Once trust has gone, the partnership has gone. The main thing is to be relentlessly focused on what is best for the customer first and then each partner, and if things have gone sideways, to acknowledge that and find a path back to the correct place.

I also recognize the inside-out principle and the outside-in principle. Inside-out: People take out their internal negative loops on other people; if they are harsh to themselves, they will be harsh to other people in the same way.

Outside-in: people assume other people are just like them, and think just like them, which is false. So they project the worst intentions often onto other people because they believe they would or are behaving in the same way (e.g. lying).

That’s why seeking understanding is the first step.
Sunir Shah
What went wrong?
Mitali Bellamkonda
@Sunir Shah Nothing with us, but I am putting together something on what strategies to use when two of your partners have a conflict and you're called to mediate and other such scenarios
Sunir Shah
Is this currently happening?

There’s a saying that there are a few ways to succeed, but infinite ways to fail. Every conflict is unique.

However, almost always the same pattern of behaviour dominates.

A lack of communication A lack of understanding of the other parties’ perspective A lack of agreement on the common goal A lack of role clarity A lack of power to effect necessary change

Reestablishing the common goal, and each party’s role towards establishing the goal, then layout out factually what is causing the parties to fail to reach the common goal and enumerating a plan to get back on path is the general pattern to resolution.

As a mediator, if the conflict is getting tense, you want to reiterate a fact-based, personal experience centric story telling mode to seek understanding. Deflect accusations or attempts to escalate the conflict. Non-violent communication is a framework some people like (admittedly, not me).

Friedrich Glasl’s model of conflict escalation is also important to understand because it sets the parameters for what a possible outcome might be.
Sunir Shah
I don’t like non-violent communication because there are times when direct intervention and power is required to get things on track efficiently and effectively. In business, there often is power you can wield, if you do it judiciously.

That being said, it’s worth learning if you’re mediating.
Mitali Bellamkonda
Thanks! I have a customer service background, so I've found that trying to sympathize with the other party can help deescalate things if they've come to the table already angry.
Nick Valluri
I started my career in customer success and sometimes I find that mindset can actually be detrimental in situations like this. I'm a people pleaser and want everyone to be happy but to Sunir's point, sometimes you have to be direct and wield power in order to move the conversation forward. I haven't been in customer success for years but I still find that hard to do. However when I do it, it's infinitely better (i.e. "Our roadmap is locked in for the next 3-6 months but if you were to commit to XYZ, we could potentially move something, otherwise we can revisit at that point."
Mitali Bellamkonda
That's true. At some point you have to force the conversation forward. You have to be a sheepdog in that sense.
sharon hiu
What are the possibilities of having both partners service the same customer but play different roles?
Mitali Bellamkonda
You mean if partners had additional offerings than whatever they came into conflict about?
sharon hiu
ah, i just realized the error of my question. I had meant what if the two conflicting partners are given different servicing roles to a customer in question. For example, one sells to the customer the service while the better trained partner delivers the actual service. But then, i realize, there wouldn't be conflict if this had been the case to start with.
Mitali Bellamkonda
No worries Sharon, I had the exact same thought.
Danny Deganis
#general, #random Good morning CSA

Next Thursday September 23rd, CGS will be hosting a web discussion featuring Forrester's @Jay McBain and CGS' own Doug Stephen (President of our Learning and Channel Services Division).

While Jay certainly needs no further introduction, Doug Stephen is an expert in this space and walks the talk every day with his results and reputation!

Over the past 11 years, Doug has developed both the strategy & team that manages our highly cherished Red Hat relationship. Under his leadership, this team has grown significantly across all channel disciplines including sales, operations, and pre and post sale technical assistance. These folks manage and support the channel engagement for a significant portion of Red Hat's global partner ecosystem.

Doug will be discussing some of the innovative strategies CGS is deploying to uncover and capture new opportunities within the Enterprise mid-market while also achieving the ROI mandates of our clients.

If you are a Technology Vendor or ISV striving to achieve revenue and share growth within the mid market space but, are struggling with the multiple changes and trends that Jay so clearly and eloquently talks about, please register and join us for the hour next Thursday AM.

Webinar: Ecosystem Orchestration – The Key to Unlocking Growth in Your Mid-Market Strategy
Danny Deganis
Thank you CSA for the overwhelming response to my post for this event. We had 38 additional registrants since my post yesterday and sampling indicates that most are CSA members!

We are in the process of finalizing the content and would love to incorporate current and relevant perspectives into the dialogue next week.

If anyone would like to have a chat, or share commentary about specific, opportunities, challenges, or whatever you are willing to share about your experience/thoughts as it relates to growing revenue within the mid-market as an ISV or technology company, I promise that all feedback will be reviewed for possible inclusion in our discussion next week. Please DM me and help make this as relevant and productive a session as possible.
Sarah Nichols
Hi CSA - Pronto and Red Hat will be live tomorrow, September 15 at 11am PT discussing how Red Hat is adopting an ecosystem management approach to unlock the power of their cloud partner ecosystem. You can join the webinar here: https://info.gopronto.io/red-hat-webinar-registration.html
Bader Hamdan
Hey all, anyone attending SaaStr in-person this year? Would be great to meet up if you are, LMK!
Karthik Ramachandran
Yes Bader, I will be attending. looking forward
Cliff Simon
Hey Bader, our CEO will be attending and would be happy to set up a time to talk
Bader Hamdan
Thx gents, I'll DM you
Sunir Shah
Hi folks, this is a worthwhile thread about conflict resolution and management. I’d love for more people to chime in as well. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1631559236056200
Danny Deganis
Face it head-on rather than duck, dodge and weave in the hopes that the issue will go away.

Be clear about your reasoning, and consistent in your application of policy and procedures, while remaining empathetic about the impact that your decision is going to have on the situation.

In the frantic pace of channel life, it can be easy to find your self suddenly locked in an antagonistic battle with the very stakeholders you are trying to build a relationship and business with. If they are that fired up about something, they obviously have some level of interest in your brand/solution. The key question to determine, is do your respective motives and objectives align?
Leighton Healey
General question: who would you say are some of the top B2B SaaS CTOs? (ideally in workforce management software)
Allan Adler
The results are in from early community voting - within the next 18 mos, the partnership line of business (LoB) will stand along side sales, marketing and finance as it's own legit business function either by growing organically from the #ecosystem and/or merging with #channelpartner business. Either way viva la #EcosystemLoB. Maybe McKinsey is right about 60T in ecosystem derived revenues by 2025. https://www.linkedin.com/posts/allanadler_activity-6845621485269340160-3YUw (edited)
Zane Wind
Hi, everyone! I hope everyone is having a good start to the week. My name is Zane Wind and I'm a marketing communications specialist for Allbound, a PRM company. I just wanted to let you all know that my company has announced their first annual Allbound Awards! We hope these awards will bring the channel community together to highlight the most innovative leaders in our space. Take a look! Nominations close on Oct. 6. https://www.allbound.com/2021-allbound-awards/
sharon hiu
Hi all, Hope everything's well. I'm doing a little piece of research on partner program investments among young and emerging technology vendors. If you're a young / small / emerging technology partner ecosystem with <500 partners, could you please spare a few seconds and help me by answering one of the 4 options on my LinkedIn poll? I'm looking to hit 30 responses. Feel free to drop me a message if you have any questions.

https://www.linkedin.com/posts/sharon-hiu-94825449_partnerprogram-channelmarketing-startups-activity-6844208087059062784-yYXU
Mitali Bellamkonda
Hey, if you were co-selling/marketing with a partner in Europe and your partner violated GDPR, would you be on the hook as well?
Mitali Bellamkonda
Thanks! The doc doesn't mention too much about the ramifications of co-selling/marketing under GDPR, but the impression I got was that if your partner violated GDPR and you were sharing data with them, you'd be on the hook as well
Sunir Shah
If you’re co-selling or co-marketing, that implies the customer enters into an agreement directly with the partner?
Mitali Bellamkonda
I thought it meant that the customer would have had to agree to share data with both the partner and the vendor, especially if they were using something like marketing automation.
Sunir Shah
Are the one deciding to use the partner and/or controlling the use of the partner? That is, are you the data controller of the partner?
Sunir Shah
Or are you just marketing them, and the customer decides and enters into an agreement with and controls the partner?
Mitali Bellamkonda
Like if your partner shares a lead with you, then the customer would have to consent to both your partner and you getting that data right?
Mitali Bellamkonda
I was thinking of MSPs where the customer may enter into an agreement with the partner, but they'd be using the vendor's software and so the vendor would have to process the end-customer data. So both the partner and the vendor would be sharing that data too
Sunir Shah
I’m not a lawyer. However, I’ll share my understanding. You can confirm this with your own counsel.

You can share the company name of a customer with a partner, but not the contact information in a sales activity.

Deal registration forms, PRMs, and account mapping services where contact information or information suitable to identify an individual or activity data of prospect must acquire consent from the customer before sharing it with the third party.

Under GDPR, customers have to be informed specifically of which third parties will be given contact information. It is not permitted to simply link to a giant directory of partners; that doesn’t meet the standard of informed, specific consent.

An MSP should however have in their own agreement with their customers to be a _purchasing agent_. In this case, they are acting on behalf of the customer, and therefore can share contact information as part of a sales process.
Sunir Shah
Indeed, within AppBind, because the use of AppBind allows managed implementation partners like MSPs to purchase SaaS on behalf of end customers as their agent; we automatically registers customers with the SaaS vendor.

To make this consent clear, partners use AppBind to create a Subscription Order the partner sends to their customer to capture an explicit authorization and funding for the subscriptions on the project.
Mitali Bellamkonda
Thanks! So what stops the vendor from cutting out the partner once they get the prospect data from their partner? Beside the loss of reputation?
Sunir Shah
Do you mean in general or with AppBind? In general, yes, you’ll burn down your channel opportunity. Here’s a comment I posted yesterday about Dell doing that, in fact. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1632161760039900

With AppBind or any purchase agent arrangement, the partner is the one managing the purchase (not sale), so if you won’t sell to them, you’ll lose the sale and they’ll go buy from someone else.

There are also laws that you might run afoul of if you frustrate a customer’s right to employ a purchasing agent on their own behalf. But realistically, I think you should be more worried about blocking your own revenue and sales growth.
Mitali Bellamkonda
Yeah, in general. Thanks! We had a hypothesis that GDPR wouldn't be great for deal reg and lead sharing , so this is helpful.
Sunir Shah
In your case at xAmplify, as a TCMA, you have an obligation as a data escrow service (re: FTC rules) to isolate contact information held by the partner from the software vendors.
Sunir Shah
I would imagine anyway (again, not a lawyer)
Sunir Shah
You can share the company name with a partner as long as the company is not the name of a sole proprietor or otherwise could reasonable be used to identify an individual. CCPA also requires consent, including of the employees of the partner if they are registered in the tool.
Sunir Shah
I personally find the latter rule in CCPA quite extreme.
Mitali Bellamkonda
Yeah. We don't give vendors any of the contact information held by their partners. I believe we'd fall under the data processor category, so both the vendor and the processor have to consent before using the platform
Sunir Shah
You’re a special kind of processor because you’re managing third-party data between one party and a second party.
Sunir Shah
Basically, customers need to give permission to be registered with a vendor. That permission is usually the quote/contract for the project, so it’s not a big deal.
Sunir Shah
Registering in a pre-sale can be a problem though.
Mitali Bellamkonda
So it'd be a clause in the contract right? If they don't, would it mean that the partner can't move forward with that particular prospect?
Mitali Bellamkonda
Or would it mean that the partner has to find them another vendor?
Sunir Shah
In US law, there are many oral agreement cases. “Run down to the store and buy a computer for me;” the warranty would be held by the client not courier.
Sunir Shah
The partner just need to be up front they are going to talk to the vendor
Sunir Shah
What can happen because of the channel conflict problem is that a partner aggressively registers their customer pipeline with all the vendors.
Sunir Shah
Company names, not natural persons is the general rule.
Mitali Bellamkonda
Partners only have to disclose which vendors they registered their customers with to the customer and not the vendor right?
Noman Ahmad - xAmplify
@Sunir Shah _In your case at xAmplify, as a TCMA, you have an obligation as a data escrow service (re: FTC rules) to isolate contact information held by the partner from the software vendors._ >>> This is very interesting. Do you think that ALL TCMA companies are compliant to isolating partner data from vendor data? From software and data architecture this can be very hard. A TCMA solution that provisions a vendor platform is very different than a true cloud platform. These differences can drive different partner experiences (ie. vanity URL...). BTW I'm not a software or db architect but I did stay at a Holiday Inn last night wink
Sunir Shah
I doubt all are compliant.
Noman Ahmad - xAmplify
Interesting...how big of a risk exposure do you think there is? I think this wasn't even thought of when regulators put legislation in place, but because of the microscope on 'big tech' scrutiny is going to grow. I'd love to have a conversation with gdpr or ccpa folks to understand this.
Evan Radisic
How to Build a Best in Class Referral Partner - Influencer vs Affiliate

The traditional Affiliate model is changing. Recently “influencers” have entered the SaaS partner space as “super-affiliates”.  superhero

We’ve recruited @Brett Owens who has laser focus on influencer marketing, coming from SaaS and working with affiliates for years, he’s going to show us how to LEVEL UP your partner program 2021 style.sunglasses

He will be discussing:

• Understanding the difference between an affiliate, influencer, partners, & referral. • Common marketing mistakes • Common compensation structures • In-depth q&a - bring your question (you’ve got an expert, take advantage)

heavy_check_markThursday, September 23, 10:00am PTheavy_check_mark
Jody Bell
@Evan Radisic Would love to sit in
Corinne Bartow
Any chance this will be recorded?
Gloria Castillo
@Evan Radisic I would like to attend
Evan Radisic
The recorded sessions are only accessible to Executive Members. @Corinne Bartow you could join :)
Corinne Bartow
@Evan Radisic Tell me more. I’m sure I had that info at one point but now don’t recall.
Evan Radisic
@here

I’ve got a few free spots to the above point_upMasterclass. Drop a comment if you want in and I’ll add the first few that reply.
Corinne Bartow
Would love to join but will be on a flight.
Sanjay Goel (NachoNacho)
I had replied but don't see my msg any more... i'm in!
Mitali Bellamkonda
Under GDPR/CCPA what happens if your partner uses your co-branded content and violates GDPR/CCPA regulations? Are you as the owner also responsible for that violation? Thoughts?
Ryan Galea
Any recommendations for good marketing agencies for a b2b SaaS business?
m sumera
Hi Ryan, can you connect with me on LinkedIn and I will introduce you to someone whose very job is to connect agencies with brands/companies and that’s all he does. /in/Mainers
m sumera
Correction: in/Mainers
m sumera
In/Msumera (keeps autocorrecting ugh)
Ryan Galea
Wow! This couldnt have come at a better time. Ive spoken with a bunch of agencies and its becoming a blur. No idea how to select one or whether any of these are good. Will sent you a request
Alex Osborne
@Ryan Galea depends on what kind of marketing
Alex Osborne
what channel?
Ryan Galea
@Alex Osborne Should have specified....digital marketing (SEO, content based, social, digital ads)
Bader Hamdan
Hey all, we're hosting a conversation on Clubhouse October 7th to discuss as a group how we're measuring value of tech partnerships. It will be hosted under Tech Partnerships club (more info: https://www.techpartnerships.club), I welcome you all to join the club, you can also find/follow me on Clubhouse @BaderH.

Use this clubhouse link to join the club and attend the event. And share with your technology partnerships peers and friends! https://www.clubhouse.com/join/tech-partnership-all/CsTzJh0m/M431b4Zg
Sarah Nichols
Hi Everyone - Tomorrow, 9/23 at 10:30am PT, we are hosting a live webinar featuring Avanish Sahai, VP of ISV & Apps Partner Ecosystem at Google and Swaroop Kolli, CEO at Pronto, discussing ecosystem orchestration and why it's important for a more holistic, collaborative and adaptable partner approach. We hope to see you there!

Register Now: https://bit.ly/3EoFXDI
Allan Adler
Today we introduced #EcosystemLedGrowth in this blog, pls like and comment if inspired
Kevin Hurd
Can anybody share information on how their organization incentivize their partnership managers for bring on new partners and/or activating new partners? We are looking to start a program for our team.
Jason Breed
Sooo, I take a different approach. Paying to bring on partners amounts to movement for the sake of motion. You’ll end up with a really busy team, tons of mediocre-at-best partners - and still not enough of what matters - pipeline and bookings. Rather, my team maintains pipe gen and bookings targets. I map how many deals I think will come through each partner - then if I don’t have enough to meet targets, then a team metrics has to be partner recruiting. But it all focuses back to - partner recruiting to build pipe or bookings
Sunir Shah
@channel WHAT’S UP NEXT WEEK?

IN CASE YOU MISSED IT…. SaaS Connect rescheduled to April 27-28, 2022. disappointed https://www.cloudsoftwareassociation.com/2021/09/14/saas-connect-rescheduled-to-april-27-28-2022/

---------------

calendar LIVE, NEXT WEDNESDAY 1pm PT. So, you want to build an app ecosystem? bangbang

I’m cornering my old friend Daniel Saks, CEO and Founder of AppDirect to talk through what we’ve each learnt after over a decade of building and working through app ecosystems.

It’s going to be a wild conversation, but we have seen some things! WE WILL ...identify the key metrics your CEO and CFO need and how to report on them. ...show monetization models that drive additional revenue ...shudder at the top pitfalls from those who have failed ...applaud the success secrets to winners of the app economy figured out ...list what integrated partners exactly need from you to succeed ...give you the leverage to get marketing wins out of your app ecosystem partners

arrow_right arrow_right arrow_right REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_t67LvgusRdu18wbI3nKCKg
Eli Mitchell
Hey!! We’re looking to hire at the Manager - Sr manager level for a partnerships manager. The focus will have will be on our strategic partnerships, and not so much on building long tail channel.

My question - has anyone here built out a case study to be done either in a live interview or as a take home?

If so -how did you action this part of the interview process - and what were some of the key areas you were testing for?

Thanks looking forward to the input raised_hands
Eli Mitchell
For now - this manager level will be taking on a good share of Partner Management, and some Partner Acquisition/negotiation.
Tyrone Lingley
I have some material on this. Will share if I can find it. DM EM.
Sunir Shah
@channelWHAT’S UP THIS WEEK?

calendar LIVE WEDNESDAY 1pm PT. So, you want to build an app ecosystem? bangbang

I’m cornering my old friend Daniel Saks, CEO and Founder of AppDirect to talk through what we’ve each learnt after over a decade of building and working through app ecosystems.

It’s going to be a wild conversation, but we have seen some things! WE WILL ...identify the key metrics your CEO and CFO need and how to report on them. ...show monetization models that drive additional revenue ...shudder at the top pitfalls from those who have failed ...applaud the success secrets to winners of the app economy figured out ...list what integrated partners exactly need from you to succeed ...give you the leverage to get marketing wins out of your app ecosystem partners

arrow_right arrow_right arrow_right REGISTER HERE. https://us02web.zoom.us/webinar/register/WN_t67LvgusRdu18wbI3nKCKg
Stuart Pick
This looks great, if I register will I get the recording as I'm in Europe?
Joe Rhoton (Cision)
I want in!
Joe Rhoton (Cision)
Crap. I'm an dumb. old webinar, disregard
Stuart Pick
Thanks very much
Martin Lind
Is there a way to unsubscribe to the (at) channel announcements?
Sunir Shah
Slack lets you control notifications per channel. Right click on the channel
Sunir Shah
Hey folks, I’m trying to summarize common knowledge on variable compensation for partnerships and I could use feedback.

Basically, I think the general framework is the same for partnership KPIs and therefore for compensation. Partnerships are always lined up with the primary customer life cycle and funnel. Partnerships are just when you need another company/person to move a customer through a step in the life cycle.

So you align partner comp to the comp structure of the normal customer life cycle. If you have sales commissions, then you line it up that way. If your direct marketing team has a variable comp for ROI on their campaigns, then your channel/referral/affiliate manager can as well.

If you don’t have this yet, you just have to think about whether variable comp for other revenue roles is something you’d be doing in the future.

The percentage of base vs on-track earnings (OTE) is how much risk you want to take vs they want to take vs opportunity for upside.

50/50 for jobs where you know success is possible, but you’re going to churn through staff. 70/30 for jobs where you know success is possible but you don’t want to churn through staff; 80/20 or 90/10 where you just want an incentive.

Finally, partnerships have a really difficult problem tracking revenue and KPIs, so you have to add in the fudge factor.
Adriana Gonzalez
Hey @Sunir Shah we've recently launched these 2 posts around this topic that could be helpful for your research: https://morphed.io/key-considerations-when-building-a-channel-partner-loyalty-program/
Steve Stewart / Smartsheet Channel Chief
Variable Compensation for Channel Accnt Mgrs -- I like a Monthly MBO variable comp model and 60/40 or 70/30 split. Where at least 2 or 3 of the MBOs have a clear quantifiable measurement and the ability for over achievement. If your channel is immature, MBOs can help you adjust /update / pivot every month. And reward the building of a channel , or expansion into new partner segments, -- where you don't yet have firm benchmarks to measure a rep against. [Example -- 1,) sign and onboard 2 new Gold Level partners in Canada in Oct. 2,) Get to a first transaction with Any recently onboard partner who is slow to launch. ]
Sunir Shah
Thank you for this. What’s the comp structure you recommend after the channel program matures?
Steve Stewart / Smartsheet Channel Chief
Try to bias your Comp to credible , quantitative revenue mapped to the Channel Accnt Mgrs assigned partners, - as soon as possible. At least 30% to 50% +of thier comp should be mapped to specific partner rev as the program matures. The balance can still be MBOs like Partner Onboarding and Launch of your assigned partners. [ Getting your 3 new Gold level partners to first $$ of revenue]
Stacy L. Carlson
In July, we launched our Startup Program to offer our product free to a subset of our customer base. I would love an opportunity to be connected with other individuals who are leading their startup program channel. This is a new role for me here at the company and would like to learn more. If you are able to connect me with anyone, I would be so appreciative.
Sunir Shah
@channel calendar LIVE at 1pm PT. How do you convince your company to build an app ecosystem?

I’m on with Daniel Saks, CEO, AppDirect to talk through what 12 years of building our app ecosystems has taught us as an industry.

Every SaaS company with an integration program should be thinking about how to turn your app ecosystem into a feature and a revenue driver. Of course building this out is non-trivial.

Daniel has seen successes and failures as AppDirect matured. I’m pinning him down for the key KPIs and strategic reasons that you’ll need to bring to the CEO, CFO, and VP Product to convince your company to invest in an app ecosytem. And we’ll go through the product roadmap, partnership strategy, and comarketing and cosale programs necessary to make the magic happen. rainbow moneybag

This is a conversation. Jump in and ask questions.

arrow_right arrow_right arrow_right REGISTER HERE TO ASK QUESTIONS LIVE.  https://us02web.zoom.us/webinar/register/WN_t67LvgusRdu18wbI3nKCKg
Kristine Stewart
Thanks, this is great100
Kristine Stewart
Can this be found on demand if we missed it? Thx
Dina Moskowitz
Hi Sunir. Is there a link to the recording ?
Hugues Vincent (Personio)
This was really insightful. Thank you for hosting @Sunir Shah. Is there a link to the presentation as well?
Hugues Vincent (Personio)
Thanks again
Sunir Shah
@channel WHAT’S UP THIS WEEK?

calendar fire fire fire LIVE THURSDAY OCTOBER 7, 10AM Meet LIVE with Amelia Kirby, Facebook Workplace… fire fire fire

Facebook is building products for the workforce, and it’s betting on SaaS partners!

Facebook’s Workplace is connecting the world… of work! On its mission to “leave no worker behind”, their new suite of tools provides reach across the entire organization, from C suite to frontline workers.

Facebook cannot get there on their own and is investing in partners to accelerate their next phase of growth beyond their 7M existing paid subscribers. They are building out an ecosystem of partners that service different industries and verticals and invest in the Employee Experience.

Join Amelia Kirby, Head of Global Technology & Platform Partnerships, at Facebook Workplace in conversation with CSA Board Member Sue Fernand, Channel Director - Alliances, 8x8.

Learn how to get involved in Workplace’s recently launched partner program, where it is going, and what partners in particular they are focused on.

ASK AMELIA KIRBY ANYTHING LIVE. REGISTER https://us02web.zoom.us/webinar/register/WN_8DltEotJR3uROxaeQR4SHw

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cocktail beers wine_glass RAPID SURVEY. Who wants to meet up for drinks?

https://sbweb.formstack.com/forms/meetup_in_2021q4
Zane Wind
Hey everyone! If you haven't already, please feel free to nominate your peers for the first annual Allbound Awards! The last day to nominate is TODAY! Way better than the Dundies wink https://www.allbound.com/2021-allbound-awards/
Shane Bliemaster
Hello, everyone - we're looking to hire a couple SDRs over at Flight. Flight is a video tool build for SaaS sales teams and marketers to optimize their funnel with quick launch video.

If you know anyone looking for a full or part time SDR role, send them my way!
Shane Bliemaster
if you'd like to try the product, you can use invite code "2021"
Sunir Shah
@channel movie_camera calendar REMINDER LIVE TOMORROW 10am pt. If there’s anything Facebook’s outage on Monday proved…

It’s how BIG a platform they are and how CRITICAL Facebook is to so many businesses worldwide.

Facebook is building out its platform for businesses, called Facebook Workplace. On its mission to “leave no worker behind”, their new suite of tools provides reach across the entire organization, from C suite to frontline workers.

You can see their new platform here https://www.workplace.com/ and what integrations they already have (not you?) here https://www.workplace.com/features/integrations

Join CSA Board member @Sue Fernand in conversation with Amelia Kirby, Head of Global Technology & Platform Partnerships, at Facebook Workplace TOMORROW at 10am PT

ASK AMELIA KIRBY ANYTHING LIVE. REGISTER HERE https://us02web.zoom.us/webinar/register/WN_8DltEotJR3uROxaeQR4SHw
Nash
Folks, I’m sure a lot of you will benefit from this.

Today, Integry.io is exiting Beta and is open for all.

We help SaaS companies delivery fantastic integrations. Think of us as your own Zapier, AppExchange and embedded integration all rolled into one.

One of our seed investors, Leyla was EVP at Salesforce, where she famously built and scaled the AppExchange to more than a billion dollars says:

“Having an integration marketplace is key to any SaaS company that wants to meet its customers needs. In fact, any company that wants to be competitive today needs an ecosystem and a community around their product. The AppExchange was and remains a key differentiator for Salesforce. With Integry, you get an entire AppExchange out-of-the-box for your SaaS.”

We’re live on product hunt today, we’d love for you to visit and support us: https://www.producthunt.com/posts/integry

We’re building a new software category Integration Experience (IX). I write more about it here: https://www.integry.io/blog/the-end-of-terrible-integrations
Shubham Sood
This past week, I wrote an article for the SalesHacker community regarding how to kickstart channel partnerships for your SaaS Business. If you’d like to give it a read, follow this link.
Bader Hamdan
Hey all wave - Just sharing that today at 2:30pm PST/ 5:30pm EST, we are hosting a session on clubhouse about “How to Measure the Value of Tech Partnerships.”

If interested, join clubhouse and the discussion using this link on your phone: https://www.clubhouse.com/join/tech-partnership-all/CsTzJh0m/M431b4Zg
Rachel Shi
Hey everyone! My name is http://linkedin.com/in/rachshi, I’m former #1 SaaS AE, founder-in-residence with Entrepreneur First. Working with my technical cofounder Mary Hu (ex-Linkedin, Amazon, Wealthsimple) on an idea to create a more human learning & enablement experience for sellers in the hybrid world. We've created a short survey https://forms.gle/TtZaCb4gUYxKxWCx9 -- would love to get your thoughts. earth_africa
Dustin Howes
Hey agency folks, are there any digital marketing agency directories that you find value in being listed on?
Josías De La Espada
Sortlist just raised 11m euros so I guess they'll use the money to help agencies sell more.
John Hoeft
Great question. I'm investigating this as well and would like to follow this thread.
Kevin O'Brien
Does anyone have experience with using a tool like Sli.do for soliciting questions ahead of a partner webinar? Any tips or alternatives to look at?
Sunir Shah
I used sli.do here in csa. it was ok.

However, it’s easier to just do a one question email campaign and collate by hand. you’ll get more responses.
Danny Deganis
#general #random

Good morning CSA,

A little delayed getting this out due to some much enjoyed PTO but, please see the link to the recording of the session CGS hosted with @Jay McBain and Doug Stephen on achieving success in the mid-market via human orchestration back in late September. Appreciate that I am biased, but I think this was a really great discussion between two very seasoned channel operators. Human Orchestration may be a new term but, it is something that CGS is delivering to our clients with some really positive outcomes.

Enjoy, and of course, I am happy to discuss or share more information if you would like to explore further.

https://www.cgsinc.com/en/resources/thank-you-watching-human-orchestration-key-unlocking-growth-your-mid-market-strategy
Zane Wind
Hey again, everyone! Exciting news with the Allbound Awards! We have our finalists! See if you recognize any familiar faces and cast your vote for these channel Allstars who have had such a positive impact on our industry! https://www.allbound.com/2021-allbound-awards-voting/ https://www.allbound.com/2021-allbound-awards-voting/
Dave Weinberg
Hey CSA folks! I've been quietly building something for the last few months that launches on Monday.

Before is a talent matching platform with the mission to end bias in the hiring process.

Learned a ton from early community partnerships including with help from @Sunir Shah and @Saj Salickram among others here.

We are closing our small pre-seed next Friday and I wanted to share here. This past year I had the privilege and rewarding opportunity to make a couple of small angel investments thanks to friends leaving room for small checks. I really want to pay it forward.

You can see our journey which leads to the AngelList RUV: https://before.journey.io/p/ruv

We are also actively pursuing new "community" and channel partners. Feel free to DM me or Saj.

Thanks for being such a vibrant and rewarding community!
Farrukh Kazmi
Hi guys, we are a SAAS company looking to establish partnerships in a 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!  
Evan Radisic
@here Masterclass This week

How to Win Strategic Alliances with Market Giants, as a Startup. 

How did a startup like Draft secure key partnerships with giants like Microsoft, Hubspot, and Adobe?

In this Masterclass @DELETE OLD JARED PROFILE , Sr. Director of Global Partnerships at Drift, shares his secrets on how he built a winning “Strategic Alliance” program leveraging every resource he had at Drift.

Jared’s key strategy was recognizing not all partnerships are created equal palms_up_together For those partnerships at the top of the food chain, there are “Strategic Alliances.” Winning these partnerships will either suck the breath out of your partner initiatives OR it may radically change the trajectory of your startup. fire

You may know Jared. He was previously the VP Sales & Business Development at PandaDoc. He is also the host of PartnerUp, the Partnerships Podcast. 

In the Masterclass you will learn: • How to leverage the “Playing to Win,” strategy to gain alignment with your executive team on which Strategic Alliance you MUST WIN.  • How to find product & market “Black Swan” that is critical to your alliance partner, their employees, and their partners. • How to prepare, negotiate, and win a strategic alliance agreement with your category leader.

Its on this Thursday, October 21, 10am PT.

To register go here
Moira Chambers
Hi Evan! This is a great topic, I'd like to attend but I have a conflict this thursday. Will it be recorded?
Evan Radisic
Hi @Moira Chambers only Executive Members get the recorded sessions (past and future). to sign up as an exec member go here
Brett Lipensky
I'd love a spot @Evan Radisic
Rajan Arora
Likewise @Evan Radisic!
Evan Radisic
Sorry @Rajan Arora we are all full on this. But if you want the recorded session of this one (and the past and future ones), sign up as executive member.
Evan Radisic
@here I’ve got a few FREE spots to the above point_upMasterclass. drop a comment if you want in.
Wyatt Shane
Hi @Evan Radisic - I'd love to attend this one if possible!
Evie Carpenter
Thanks for sharing, @Evan Radisic! If you've got any additional spots, I'd love one.
Jeremy Kenton
Would love a complimentary spot
Andy Miller
Hi @Evan Radisic Do you have more free spots?
Kash Palkowski
Hey @Evan Radisic would love to attend if there are spots simple_smile thanks for sharing this with the community!
Evan Radisic
all full folks. if you want the recorded sessions (past and future) sign up as an CSA executive member here
Dylan Bittrich
@Evan Radisic I'll take a free spot on this!
DELETE OLD JARED PROFILE
You don’t want to miss this one point_up

I can’t believe I’m giving away all my secrets for free simple_smile

And this isn’t some “ivory tower” intellectualism.

I’ll detail how I went from zero partner relationship with HubSpot, Marketo, and Adobe all the way to Number 1 partner globally for two startups in a row, PandaDoc and Drift.

There’s a method to this madness, and I’m telling all for the first time.

Look forward to seeing y’all there.
Danny Deganis
Congratulations Dave, you are actively doing something positive about, what I believe, people find so draining and discouraging about the hiring process.
Dave Weinberg
Thanks, Danny!
Ashley Speight
This looks really good. The world of recruitment is certainly going to change over the coming years. When I worked for companies, I never used to a CV but instead sent proposals because I personally think the CV is a useless and archaic way of vetting someones skills and experience. One person could have a PHD in sales but be absolutely useless compared to the person who left school with nothing and self taught themselves. Someone needs to disrupt the talent market massively and it needs a shakeup soon!
Dave Weinberg
Thanks @Ashley Speight!
Ashley Speight
Channelyze.io has just been updated to include through channel marketing automation. Automatic running of campaigns for partners with assets cobranded without any efforts from the partner. For more information on the update see https://www.linkedin.com/feed/update/urnliactivity:6856161057090621441
Jay McBain
Another looming challenge facing MSPs and Vendors?: 72% of US tech workers are considering quitting their jobs in the next 12 months, according to a new survey from learning software firm TalentLMS. Many tech workers surveyed said that limited career progression made them think about leaving their jobs while other common reasons for considering leaving included non-flexible working hours, feeling under-appreciated, and toxic work environments. https://www.talentlms.com/tech-employees-great-resignation-statistics
Tyrone Lingley
I'd love to see this segmented out by tech company type, size of company, and phase (startup, scaleup etc. From my feelers on the ground, most millennial and younger workers who work for Series A-D/E funded companies seem positive about their work experience and prospects.
Ashley Speight
I can understand that completely. The last vendor that I worked at before forming Channelyze had such a large turnover of staff with people even switching industries completely. There is nobody there anymore who I know personally due to the struggle with retaining good people. It's down to the under appreciation there but also down to the management giving very little freedom to their employees.
Sunir Shah
The pandemic is going to be 2 years before things resume to normal. I just hit the wall myself after moving SaaS Connect again… it was really deflating.

I think the Great Resignation is real, but I also remember the recession of 1993 as the rust belt collapsed and Douglas Coupland’s amazing novel Generation X about the hopelessness, cynicism, and restlessness that came after it. I think the current situation is similar, but there remains the cloud of the pandemic repressing people from exploring new options.
Ashley Speight
http://blog.channelyze.io/2021/10/21/635m-investment-for-this-cybersecurity-vendor/ $635m invested into this cyber security vendor who are a channel first organisation. 2-tier distribution model for those guys!
Ryan Badke
Anyone heading to Web Summit in Lisbon and keen to meet up?
Melissa Kwan (eWebinar)
Just wanna say how stoked I am that @Paddy McGill (PartnerPixel and Other SaaS Companies) has joined our team at eWebinar

Fun fact: we met in this slack group! @Sunir Shah

https://www.linkedin.com/posts/melissakwan_paddy-mcgill-was-one-of-the-first-people-activity-6856986092449734656-9kO2
Sunir Shah
hot damn, that’s amazing!
Melissa Kwan (eWebinar)
Thanks for indirectly introducing us! I'm so stoked star-struck
Lisa Thoman Lawson
Is anyone running any successful OEM or white label programs I could pick your brain on?
Bob Moore
wave Hi everyone! I wanted to quickly share some exciting news: Today at Crossbeam, we're announcing a $76 million Series C investment led by a16z with participation from all our previous lead investors plus strategics like Salesforce Ventures, HubSpot Ventures, Slack Fund, Okta Ventures, and others.

We want to extend a huge thanks to the CSA community, who have been here helping us meet amazing people, learn fast, and build in public at Crossbeam since day zero. We hope this is not just a vote of confidence in our own vision, but also a message to the market that partnership professionals are more important than ever, the value they create is greater than ever, and that momentum is building. We're excited to do our part to speed up the inevitable rise of partnerships as the most important growth channel for business the coming decade. We're so proud to be working on this opportunity space alongside all of you in CSA.
Jake Wallace
REALLY happy for the whole CB team here. This is huge for the Partnership Community as a whole! Great job. clap
Sunir Shah
That’s amazing news! Congratulations. I’m also happy you’re buying drinks from now on. :)
Dave Weinberg
We are saddened to learn of the passing of the Resume (1482-2021).

Please join us at the virtual ceremony to share memories and take advantage of free grief counseling.

http://CVFuneralHome.com #ResumeMemorial
Susan Tommy
love the eulogies! ha
Amir Karmali (Daylite)
LOL…this is great @Dave Weinberg. #RIP
Rob Balasabas
Let’s talk about this. What do you think of the new name? https://www.cnbc.com/2021/10/28/facebook-changes-company-name-to-meta.html
Paddy McGill (PartnerPixel and Other SaaS Companies)
I think it's smart, it's planning for the future (or where they see social media going)
Sunir Shah
Well, I absolutely love Snow Crash. I look forward to hacking the Metaverse. I bet you 100 American Dollars Mark Zuckerberg or some Facebook exec have already reserved the handle of either da5id or hiroprotagonist.
Sunir Shah
I wonder what Neal Stephenson thinks
Sunir Shah
I am also likely to buy an Oculus for myself for Christmas.
Paddy McGill (PartnerPixel and Other SaaS Companies)
they are a lot of fun!
Dan O’Leary
now my Facebook swag is vintage partying_face
Stephen Martin
Old wine in new skins.
Lisa Thoman Lawson
does anyone here have experience with white label programs?
Sunir Shah
Yes. Many people run them or use them
Sunir Shah
Are you trying to set one up? I will remind you that GDPR and its similar laws do not allow true white labelling as you must now disclose to any end user the full set of data processors holding their PII. However, in the UX, you can white label.
Peter Molnar
Yes, I started and ran the program for Adobe Document Cloud
Evan Radisic
We have a Masterclass coming up on this very subject on December 16
basem emera
Yes we do it quite a lot here at Go1
Bader Hamdan
Hi CSA, join us today at 12:30pm central for the weekly Tech Partner Headlines clubhouse chat, today we're partnering with Tech Talks to host this chat. Your participation in the conversation is very welcomed, see you soon! cc: @Sunir Shah https://www.clubhouse.com/event/MwWWDBDv
Miten Mehta
Hey Friends, Wishing you and your family the very best of Diwali festivities! I will be in Bay Area week of Nov 8th and in NY week of Nov 15th and will be interested in meeting SAaS cos leveraging ML / Blockhain in CPG R, TMT and BFSI. Thanks. Miten Chief Alliance Officer, http://wWw.Fractal.Ai mailto: tel:+1 510 717 5712
Evan Radisic
@here MASTERCLASS - Next Week

dart How I Grew My Partner Program by 500% in 6 Months dart

Scaling a partner program is a tall order! Especially when the goals aren’t clear and company alignment isn’t ideal man-facepalming But there is a playbook that has proven results. @Cory Snyder has led partner teams and programs at some incredible companies including Infusionsoft and ActiveCampaign, most recently at Maropost, where he grew the partner ecosystem by 500% in 6 months. We’ve recruited him to give us his secret sauce. hot_pepper

In this Masterclass Cory will running through:

• How to get your entire company to be partner educated and bought in • Understand what data you should be tracking and why to define success • How to simplify and automate your onboarding to grow fast

Thursday, November 4,  10:00am PT heavy_check_mark

heavy_check_markTo register go to https://www.cloudsoftwareassociation.com/masterclass/
Tom Balanda (Trustpilot)
@Evan Radisic I'd love to attend!
Franz-Josef Schrepf
Same @Evan Radisic wold be great to attend!
Andreas Krause
Sounds great. At which stage/maturity of the partner program are the tips most helpful? @Evan Radisic
Cory Snyder
@Andreas Krause Some of the tips or things I will share can we leverage in an existing program. But all can be used to accelerated growth
Evan Radisic
Hi @Andreas Krause all full on this one. If you or anyone else wants to be part of these every 2 weeks join as an executive member.
Evan Radisic
@here I’ve got a few FREE spots to the above point_upMasterclass. If you want a spot drop a comment here
Agnese Kalnina
I would love to join!
Daniel Sandler
I'd also love to join. LMK
Hugo Roseiro
Thanks for sharing. I'd also love to join.
Todd Odess
I would love to join as well.
Briana Strauss
I'd also like to join!
Bruno Cunha
I’d love to join!
Stacy L. Carlson
I’d love to join as well.
James Urie
I’d love to join as well simple_smile
Franz-Josef Schrepf
Same, would be great to attend
Alexander Connell
yes please
Andreas Krause
would be happy to get a free spot! pray
Gurcharan Singh
I would like to join
Hugo Roseiro
Thank You @Evan Radisic & @Cory Snyder for the great session yesterday!
Evan Radisic
FYI As an Executive Member you get access to the recorded sessions past and future. Best way to support the CSA and these sessions is to join as an Executive Member or buy a conference pass (which included a 1 year membership). Links below
Cory Snyder
@U01P7V41FT2><@U01P7V41FT2><@U01P7V41FT2 thanks for coming!
Stacy L. Carlson
Incredible masterclass last week!
Matthew Lifshotz
Anyone have some great interview questions for channel managers? I've started an open-sourced spreadsheet for anyone to add/use for interview questions for channel, tech, strategic alliances (whether IC or Manager); hopefully helpful for anyone going through hiring/interview process.
Dan O’Leary
I do @Matthew Lifshotz, want to start a Google doc or Box note?
Danny Deganis
Hi Matthew,

Here's 3:

1. Draw a horizontal line and label Hunter on one side and Farmer on the other ask them to place themselves on that line based on skills, experience and what they like to do 2. Ask them how they go about balancing the inherently divisive tasks of recruiting vs. enabling 3. Ask them to walk you through their process for enabling and activating recently recruited partners You should be able to learn a lot about how they will spend their time and how they organize and execute their activities - ie logically or scattershot. Hope these help.
Matthew Lifshotz
Thanks Danny - excellent ones
Sunir Shah
hot_pepper I’ll circulate this in the next newsletter
Sunir Shah
I added the most basic question… What do partners want?
Sunir Shah
it’s eye-opening
Matthew Lifshotz
Thanks @sunir - very much appreciated!
Sunir Shah
@channel We’re off to the races. I’m organizing Agency Connect (virtual) Cocktails for December 7 7-9pm ET. If you want to sponsor to get access to the list, now is the time to speak up.
Jeya Sivans
@Sunir Shah is it possible to see an itinerary/agenda for this event?
Rob Balasabas
Hey @Sunir Shah same as @Jeya Sivans, would love to see an agenda or anything that we can share with the team.
Sunir Shah
We did this before. We attract the attendees by shipping wine. Aim for 200 registrants. Then we do a zoom breakout wheel. Sponsors host rooms of 15-20 guests for 30mins. We have a topic of conversation. Have people chime in. Gets you in front of agencies. Sponsors the full attendee list. Then you follow up with a warm relationship.
Sunir Shah
The breakouts rotate every 30mins
Sunir Shah
Each sponsor gets to meet 60-80 people. If you have another colleague you can meet everyone who attends
Sunir Shah
Then you can follow up before and after the event with the entire list
Sunir Shah
@Rob Balasabas @Jeya Sivans should I send you each a proposal to consider?
Rob Balasabas
@Sunir Shah yes, please send over a proposal. Thanks!
Antoine Moreau
@Sarah Fillmore
Sarah Fillmore
@Sunir Shah if it's not too late would also love a proposal, thank you!
Bader Hamdan
Hey all, this Monday, November 8th, I'll be participating as a panelist for a "Leaders of Larger Ecosystems Roundtable" event. We'll be discussing tech partner program best practices, scalability issues, monetization, organizational structure, and the state of integrated SaaS tech ecosystems. Sign up for the event and submit questions in advance at the event landing page below.

https://www.saasecosystemalliance.com/leaders-of-large-ecosystems-roundtable
Miten Mehta
I'll be in our NY office from Nov 15 to 17 and would love to meet up and host SaaS / Ai / ML companies  at our office (address below).  Attached Fractal corporate deck as backgrounder. pls ping me via WA on .

Fractal. Ai Suite 76J, One World Trade Center, New York, NY 10007
James Sandoval (MeasureMatch)
Fascinating @Miten Mehta. I'll send you a note via WA.
Amir Karmali (Daylite)
Hi all,

I’m looking to learn about ways your partner marketing manager supports your partners: • what are they doing? • What types of marketing are they producing? • What are their KPI’s? • How do you know if they are successful? Thank you in advance for your responses.
Zach Chambers
Hi Amir- it can depend on your GTM strategy, industry, etc. but a few things to think about: • Collaborate closely with Partner Sales/BD to make sure messaging and strategy are aligned • Content could be repurposing for white label if that is important for your firm. Another thing to think about is your resellers/partners aren't as experienced with your solutions as your team. Perhaps have them create simple and concise short handouts or decks on your core competencies • MQL's are usually the gold standard but if you're just getting started you could create some MBO’s. • They work well with the entire team, the sales org is happy with their production, revenue growth. Hope these ideas are helpful. Happy to discuss more if you like. Have a great week, @Amir Karmali (Daylite).
Kelly Sarabyn
With tech partnerships, product marketing activities are important and app adoption can be a KPI tied to those activities

In addition, partner marketers can be marketing TO or WITH partners - the latter would generally have the same KPIs as other marketing activities (relating to brand, influencing revenue, and sourcing revenue)
Christine Stewart-Fitzgerald
As a partner marketing mgr, I can tell you that my role drives co-marketing for a variety of partner types. Currently I create onboarding communication for new partners (think creating visibility through partner marketplace, landing pages, introduction through customer communication). And for existing tech partners (not all are SAAS) it generally involves quarterly co-marketing lead gen campaigns which have lead goals attached. The lead goals are part of the top level monthly marketing figures.

Agree to Kelly above- the marketing activities can be to partner bases (we work with franchise organizations so it's a form of marketing and sales enablement) and it can also be with partners as a shared lead-gen campaign.

The success can easily be seen in campaign metrics, # of new partners recruited and onboarded, # of new leads, and # of deals with the right tools in place.
Noman Ahmad - xAmplify
@Amir Karmali (Daylite) xAmplify put this KPI guide.
Jeya Sivans
Hi Everyone, I am looking for a UK GDPR consultant or expert . Suggestions/recommendations would be very much appreciated.
Gurcharan Singh
I've worked with a good consultant Nik . You could share your requirements with him
Sunir Shah
@channel WHAT’S UP THIS WEEK

calendar THURSDAY 10am PT What is the modern playbook to scale a partner team in 2022?

How has @Tyrone Lingley set up a partner team TWICE bangbang, at Unbounce and now Ally.io, to scale?

How did he build his team? How did he set up his partner operations? What tech stack did he use?

Ty is joining @Nikita who just set up the channel programme at Partnerstack, and will compare their strategies.

rotating_light REGISTER HERE https://us02web.zoom.us/webinar/register/WN_WXeLKzPsRIq5JjgNjIu8Gg
Bradley Blinn
@Sunir Shah will there be a published recording of this webinar? I wasn't able to attend, but I would love to listen to the recording. I checked YouTube but didn't see it there (yet).
Sunir Shah
Hi Bradley! Thanks for checking YouTube. It’s up now https://www.youtube.com/watch?v=kBu2ycuQthk
Sunir Shah
I’m trying this awesome new calendar for all our events.

https://teamup.com/event/show/id/5Emm3LFY9u5WGZmptP9sw2u4ejjtww
Robbie Schab
Howdy Partners face_with_cowboy_hat Gorgias has built one of the most successful partner programs we've seen in the last decade. We just launched a case study on how Grovia and Partnerstack helped Gorgias's partner program account for ~50% of the company's ARR. Hope this is helpful! https://grovia.io/how-gorgias-grew-partner-program/
Evan Radisic
@here

firefire LIVE in 30min firefire

What’s changed to make partnerships so much more important for B2B companies?

Once a relatively underutilized, SaaS partnerships are becoming a must-have component of go-to-market strategies for companies that want to grow quickly. What does the future hold? Join Tyrone Lingley, Head of Partnerships at Ally.io, and Nikita Zhitkevich, Director of Channel Partnerships at PartnerStack, as they share their experiences in scaling SaaS partnerships in the modern era, and cover questions like:

• What does a modern partnerships team look like, and how should you build it? • What role does technology play in building and scaling partnerships? • What should SaaS companies do right now to capitalize on current partnerships trends?

dart TODAY, Nov 11, 10:00am PT dart

JOIN LIVE to ask Tyrone and Nikita Anything!!
Dina Moskowitz
would love to get the recording. simple_smile
Evan Radisic
@Dina Moskowitz it will be up as a podcast episode in the next week or so, wherever you get your podcasts search SaaS connect
Cody Jones (Zapier)
Alright friends, I’m putting on my hunting gear. The target? The best dang Partner Marketer that you know. Who should I be putting in my sights??

I have a crucial role to fill at Zapier zapier, someone to lead all of our partner marketing efforts. I’m going to need the help of the community to find the perfect person. Who do you recommend?
Amelia Roberts
@Cody Jones (Zapier) I just sent this to the 1st person that come to mind based on her post https://www.linkedin.com/posts/bailyhancock_opentowork-opentoopportunities-partnerships-activity-6862468924395675648-N7cB
Cody Jones (Zapier)
Thanks for sharing, @Amelia Roberts!
Jay McBain
Automation has become the #1 growing category inside the tech industry during the pandemic. What does this mean for channel, partnerships, alliances, and ecosystem leaders? https://www.linkedin.com/pulse/channel-automation-becomes-table-stakes-partnership-success-mcbain-1e
Justin Zimmerman
wave Howdy... I'm Justin and I run partners at Salesmsg SMS. I'm thankful to be invited here to learn and share. Call it good timing, I've got something worth sharing as part of my first contribution here.

We're rolling out a new phase of our partner program. This Thursday we're doing a "triple co-marketing webinar" with our partners at Leadfuze and Woodpecker.   This is a good example to see what we're doing.   PS: In addition, happen to know anyone Salesmsg should partner with? Another tool/app, agency, or influencer?
Sunir Shah
@channel WHAT’S UP THIS WEEK?

calendar THURSDAY 10am PT How do you sell “partnerships” to your CEO?

Who the hell knows the answer?!! I know who…

I have a real treat lined up for this Thursday. So many of us have to figure out how to sell the idea of “partnerships” to the C suite. I thought about it, and I realized I know the best person to explain how to do it.

@Nam Le is the Head Enterprise Sales at Workato (linkedin). I’ve invited him to reveal the magic trick and dissect exactly how he makes a sale to, well, us...

Nam’s job depends on figuring out what it takes for B2B SaaS companies to say yes to partnerships, so they can say yes to Workato. He knows every single stakeholder at a SaaS company, their objections and needs, and how to answer them.

That means he knows exactly what partnership leaders have done to establish themselves successfully. And that means you will too. simple_smile

REGISTER HERE https://us02web.zoom.us/webinar/register/WN_YN0jZI6sSl6CASTpMTeNAw

----------

wine_glass drinks anyone?

#meetups are being organized in #meetup-toronto, #meetup-newyork and #meetup-sf-bay-area.
Dina Moskowitz
This is a great topic!
Sunir Shah
Tahnk you! I’m super excited about this one. As someone who learnt anthropology and ethnomethodology in grad school, I love any way to probe a topic from a different angle. No one else I know lives and dies making the sales pitch for partnerships at B2B SaaS companies as much as Nam Le.
Cliff Simon
For those interested, I’m hosting a happy hour as part of Pavilion on Thursday in Hoboken, right near the path.

CNJ Happy Hour Details cocktail

Thursday, November 18th, 5:30pm Belo Bar Hoboken 104 Hudson St, Hoboken, NJ 07030

It’s open to the public, just please register if you’d like to come.

https://joinpavilion.zoom.us/meeting/register/tJ0udOysrzgvHtctUuFC6kSnrYFeUFqnPpqY
Stacy L. Carlson
Many moons ago, I lived in Fort Lee.
Cliff Simon
good town!
Cliff Simon
better bridges
Sanjay Goel (NachoNacho)
Hi'all, We're looking for a small accounting firm that can manage our accounts, taxes, filings and book-keeping. Our needs are unique enough that we can't use a SaaS based accounting platform like Pilot or Bench. We prefer old-school accountants who would understand our product and funds-flow deeply, and help us set up our books correctly. 1st preference for SF Bay Area, 2nd preference anywhere in California, 3rd preference anywhere in the US. Anyone you have directly worked with that you like?
Kiran Elengickal
https://www.connorgp.com/

They are good and traditional
Sanjay Goel (NachoNacho)
Thanks... do you have a contact there you've worked with and could intro me to? I'm at
Bader Hamdan
Hi all, join us on clubhouse today at 11am CDT where we'll discuss we discuss tech partner revenue strategies, challenges, and opportunities. Invite link to join: https://www.clubhouse.com/join/tech-partnership-all/RZWts2Jr/PAdVZboO
Sarah Hendriks (Siteimprove)
What are the chances this was recorded in some capacity? innocent
Bader Hamdan
Unfortunately no as the recording feature was released after we set this up. Next time!
Sunir Shah
Interesting news today. FTC finally ruled that click to subscribe, call to cancel is illegal. Or rather more specifically, “Marketers should provide cancellation mechanisms that are at least as easy to use as the method the consumer used to buy the product or service in the first place.”

This is a very common practice for SaaS companies, that grew over the pandemic. Frankly, I think this ruling is good, though I know some members here whose companies disagree.

https://www.ftc.gov/news-events/press-releases/2021/10/ftc-ramp-enforcement-against-illegal-dark-patterns-trick-or-trap
Sunir Shah
@channel Just a reminder that TOMORROW 10amPT we take apart the question of “How do I convince my CEO to invest in partnerships?” from the other side. I’ve invited @Nam Le, Head of Enterprise Sales of the Ecosystem Platform at Workato on to reverse engineer his entire sales pitch. bangbang

• Who are the stakeholders? • What are their objections? • What has already been done by the head of partnerships to qualify them? • What does Workato have to do to close the sale? And therefore…. if you see if from his side, where he only sees partnership leaders who have SUCCEEDED at convincing their CEO, you’ll quickly put together a roadmap of what YOU have to do to win over your CEO to invest in partnerships.

This is a one of a kind talk. Come armed with questions. What magician reveals how the trick is done? (Well one that is a good person and wants you to succeed of course. heart )

REGISTER https://us02web.zoom.us/webinar/register/WN_YN0jZI6sSl6CASTpMTeNAw
richard bernstein
I can't make it as I'm triple booked but looking forward to the replay
Sunir Shah
@richard bernstein If you can’t get _your CEO_ to invest in partnerships, I give up. simple_smile
richard bernstein
rolling_on_the_floor_laughing
Sunir Shah
@richard bernstein Just for that, I name checked you on the webinar.
richard bernstein
I’ll discuss with marc in our next 1:1
Huib van Weele
Hey guys, is the replay already available for this webinar?
Melissa Slagle
There is a replay for sure?? I do not want to miss this.
Sunir Shah
yup; it gets posted within 14 days
Sunir Shah
@channel bangbang FINAL REMINDER… Trying to figure out how exactly to convince your company to buy-in to your partnerships program?

Join me in 15mins with @Nam Le, Head of Enterprise Sales, Workato where we deconstruct his playbook. Build a roadmap of how you’re going to bring on the heads of product, engineering, finance, sales, marketing to your plan from someone who has seen all the objections.

BRING YOUR QUESTIONS. When are you ever going to get a chance to flip the script with a salesperson again?

fire 10am PT today REGISTER https://us02web.zoom.us/webinar/register/WN_YN0jZI6sSl6CASTpMTeNAw
Randy Fahrbach
I wasn't able to attend...will you be posting the recording of the webinar?
Lester Vergara
Is there a recording?
Jeremy Kenton
@Huib van Weele Check the YouTube channel
Huib van Weele
Thanks @Jeremy Kenton
Zhao_Supermetrics
fl。 fr
Zhao_Supermetrics
very sorry it was from my son sweat_smile
Greg Plum
@here Hope this amazing group will find some value in my recent TEDx talk on volunteering to grow a network. https://bit.ly/TEDxGPlumGTIH
Jay McBain
30 Min Keynote Video: A few weeks ago at the Channel Partners Conference & Expo in Las Vegas, I had the chance to keynote in front of 5,000 technology and telco industry executives about how I see the next decade of our industry taking shape. On one side, the news is fantastic as we are innovating inside a fast growing industry that is doubling by the end of the decade. On the other side, however, we are going through a massive shift in how companies go to market – in fact, the majority of global CEO’s feel that current business models will be unrecognizable in the next 5 years. https://player.vimeo.com/video/641757555
Matt Irving
Totally agree on the Business model innovation front.
Debby Kruzic
What are your thoughts, @Jay McBain about usage-based pricing and how that will affect the channel and partners? Thank you. This article from Techcrunch stirred the question: https://techcrunch.com/2021/11/23/inside-the-rapid-rise-of-usage-based-pricing/
Jay McBain
Not just that - PLG, value pricing, and subscription/consumption all have a meaningful impact. My video above talks about this specifically.
Sunir Shah
@channel I am so super excited to announce we are expanding our team with two excellent partnership leaders who are now leading the community here at the Cloud Software Associationcsa.

wave Please give a warm welcome to @Stacy L. Carlson and @Lindsey Ward {CSA Managing Director}!

Many of you know Stacy as a long-time member of this community. She’s had years of experience both as a partnership leader and as a community manager.

Lindsey ran the partner success and channel at Proposify, and comes equipped with a wide range of technical skills we need to keep this community operating at scale.

We all know that 2022 is going to be a big year for everyone now in-person events (like our conference in April, SaaS Connect!) are resuming and the market will be reacting a lot to post-pandemic needs. The team is here to support you.
Kasey Bayne (Pocketed)
Welcome @Stacy L. Carlson and @Lindsey Ward {CSA Managing Director}!! You are joining an amazing team!! Can't wait to see all the great stuff to come! tada
Jason Breed
2 rockstars!
Kenny Browne
Amazing!!
Brett Owens
Awesome and congrats @Stacy L. Carlson and @Lindsey Ward {CSA Managing Director}!
Len Martin
Congratulations!!
Jeya Sivans
Welcome @Stacy L. Carlson and @Lindsey Ward {CSA Managing Director}. All the best with the new role :)
Justin Zimmerman
Question... how would you choose between a "broad" vs "industry" vs "job to be done" partnership strategy? Our texting app helps a lot of HubSpot and Activecampaign customers (broad), but we also commonly attract a industry groups like insurance agencies and recruiters, as well as prospectors (jtbd). Thoughts?
Jenny Zhan
Great you asked @Justin Zimmerman If I understood you correctly, the same question has kept me busy and somewhat struggling for quite some time now. Our calendaring app is in the same kind of multi-dimensional space. It's a horizontal product and useful tool across the board, for most groups that need to get organized with information and resources (though rarely used for making appointments), It also has some very specific use cases for specific industries like construction and field services business, scheduling/dispatching field crews + reliable information sharing to get jobs done well. I see relevant jtbd in so many places, but often the solution we can contribute to is not the only missing piece of the puzzle, or it just complements what exists already. I wish to find partnerships and synergies that are less about sales but more about effectiveness of solving problems.
Justin Zimmerman
@Jenny Zhan, you and I are in the same bucket for sure! I also checked out your app and one of my Partnership Strategies is the "Tech Stack" co-selling co-promoting webinar approach. The goal is to solve more of the customers problems by showcasinh multiple solutions together "done for them" in one presentation. So by the end, they know the results they will get and how to get them using both our products.

Calendar apps like ChiliPiper and Calendly are great partner apps. Maybe you and I should talk next week simple_smile
Justin Zimmerman
^this is an example of a webinar we did together.
Huib van Weele
Hi all, does anybody have a shareable (Excel) template to calculate the business case for partnerships? Not easy and most probably based on a lot of assumptions, but it’s more the set-up of the business case I’m interested in. Which parameters to take into account? Any other quantitative tools/information are welcome too! wink Thanks!
Sunir Shah
That’s a prioritization framework. If you want to do a quantitative business model, you plug in numbers where the T-Shirt estimates are.
Sunir Shah
Until you have real comparative data to provide grounded estimates, any quantitative model is purely CYA…

In that case, we use Scotty’s strategy of guessing what target range the CEO or CFO wants and then picking a number in the 25th to 50th percentile.

Good enough to be interesting to them to start the project, but low enough that you can beat the target and look like a hero.
Huib van Weele
Thanks for all the input Sunir, really appreciated! :+1:skin-tone-2
Andreas Krause
Thank you for sharing the great video and our input @Sunir Shah. Couldn't test it so far but it sounds great and I will adapt it to my work....pray
Sarah Hendriks (Siteimprove)
Ok, does anyone have any tips on the best way to measure partner influenced? Also how that should reflect in partner vs. pam compensation?
Sunir Shah
The best way is to move to a “reseller” program instead of referral.
Sunir Shah
However, it depends on your funnel. Is your referral program mostly self-service sign up or is it a co-sales model?
Sunir Shah
The problem is that you’re in a bit of a triangle of communication, so start by enumerating the communication between the partner : customer; partner : SiteImprove and customer : SiteImprove
Sunir Shah
You can ask for partners to do deal registration as well, or ask the customer if they are working with a third-party during the sales process; or you can use account mapping tools.

Referral links aren’t that great except for affiliates.
Sunir Shah
As you can see, it can get a bit soupy depending on your particular business. Can you tell us more about the typical SiteImprove channel sales process? Then it’s easier to lay out an attribution strategy.
Sarah Hendriks (Siteimprove)
Thanks Sunir! Generally speaking, when we aim to measure influenced, it’s a result of a co-sell initiative. Sometimes that’s joining an active sales cycle to help encourage prospects/(their clients) given their experience with us. Sometimes that’s simply helping us understand and navigate the internal corporate structure to get to the right person.
Sunir Shah
@Sarah Hendriks (Siteimprove) The easiest, easiest way to do this is add a field in your CRM for Partner contact and add at least their email address + name, company, phone number
Sunir Shah
Then when you do funnel analytics, you segment based on partner contact present and partner contact not present, and then measure apples to apples. Is sales velocity, conversion rate, ACV, retention, net revenue retention higher or lower?
Sunir Shah
If you accept that these sales are not possible without the partner, you also need to simply measure the total LTV from the channel. If you pay out partners, then you should subtract the commissions from LTV.

Then realistically you need to subtract the partner team’s budget as well. Probably your CFO will do this behind closed doors.
Sunir Shah
Cost of sales is irrelevant because it’s factored in apples to apples. Every account requires sales to close.
Jason Breed
hey @Sarah Hendriks (Siteimprove) the way we do it is we have a “Lead Source” field then we added a “Partner Influenced” field. Partner Influenced - to us - means that we would not have won deal without Partner’s help (relationship, specialty, design help, etc)
Jason Breed
we pay PAMs for Partner Generated (of course) then we pay variable comp at 1/3 for Partner Influenced. Typically the influenced deals we took to partners, however they co-invested with us to pull in the new bookings - so we pay PAM to work those deals just like partner generated.
Jason Breed
hope this helps.
Sarah Hendriks (Siteimprove)
Thanks @Jason Breed that’s good insight. Curious, why did you pick 1/3rd for partner influenced comp rate? I don’t think there’s a right/wrong answer here, just wanting to understand the thinking behind it. I agree it should be measured and compensated just not sure how to make the case for how much compensation.
Jason Breed
hey @Sarah Hendriks (Siteimprove) was a couple of considerations - first, how much time/effort does it take the partner team vs other things they could be doing and #2 how much is finance willing to pay/double-pay for. We settled on 1/3 - finance was good with it and it incents the team to get Partners involved where it helps drive bookings. Much of it is reducing friction and incentivizing the right behaviors. Like you said - not right/wrong - just what works for your business to drive the outcomes you want.
Sunir Shah
One critical tactic that hasn’t been mentioned yet. Get the customers to write little testimonials for their partners and how important they were to the deal “to put on your blog to support the partner”, but are really for internal communications. (Do put it on your blog).

I’ve talked to many CEOs who haven’t talked to a customer in 2 years. You can use numbers all you want, but if they think the customer is someone other than who the customer really is, then all the data in the world won’t fit their theory of the business and it will be rejected.
Kelly Sarabyn
@Stuart Pick we have an ebook that lays out many different ways to track and show influence. But in terms of overcoming skepticism, in addition to shaping the narrative as Sunir said, getting the evidence in front of other departments and leaders as frequently as possible (rather than just presenting it quarterly or whatever interval) can help. Integrating tools like Crossbeam and Reveal to your CRM, for example, can not only improve the amount of partner influence being exerted (as say more introductions in ongoing deals are asked for/received when sales people see associated partners on any deal), it can also embed data showing that influence in the CRM where sales people and revenue leaders are looking.

Here is the book: https://www.pandium.com/resources/learn-how-to-measure-the-entire-business-impact-of-tech-partnerships
Toni Clark
Great insight!
Stuart Pick
@Kelly Sarabyn and @Sunir Shah thanks those are good suggestions. Agree that regular data is important too. Thanks guys
Dave Weinberg
Anyone here in CSA work at or know someone at People Data Labs?
Thomas (SaneBox)
Hi all - anyone here on PartnerStack? We just launched about 3 weeks ago. I’d love to connect with anyone who is reselling on the platform currently. Shoot me a DM.
Stacy L. Carlson
Hey @Thomas (SaneBox) great to see you here.
Thomas (SaneBox)
@Stacy L. Carlson Hey! It’s been a minute simple_smile - we need to link up again!
Landon Funsten
@Thomas (SaneBox) yes - we've been on PartnerStack for about a year. We're a B2B software platform using PartnerStack for our agency-esque partner program. Happy to connect.
Anastasia Hambali
Hi @Thomas (SaneBox) - we've been on PartnerStack for ~5 months now. Happy to chat
Sunir Shah
@channel What’s up this week?

wine_glass Drinks in San Francisco Thursday! I’m flying into San Francisco tomorrow. Let’s meet up for drinks after work Thursday at the Thriller Social Club (thanks @Danny Gray for the suggestion!)

PLEASE REGISTER HERE https://www.eventbrite.ca/e/the-saas-partnership-network-san-francisco-meetup-tickets-219434924767
Justin Zimmerman
Has anyone tried bundling their app as a bonus for a partner's black friday deal / end of year sale? Example, when someone signs up for a partner's deal, they co-sell / offer your product's black friday / end of year deal as an incentive for signing up for their's?
James Tobyne
Delivery and activation are the challenging part with bundling partnerships.
Kiran Elengickal
Anyone in Vegas @ AWS re:invent ?
Danielle Simon
@Kiran Elengickal Headed to AWS re:Invent tomorrow!
Kiran Elengickal
Will DM
Robert Rand
I almost headed to AWS re:invent, but had a conflict, so I sent our CEO and Customer Success Officer without me. I'll still catch some of it virtually, but I hope it's as fantastic for everyone that's attending as I suspect it will be. I'll look forward to catching up with folks there next year.
Liz Garcia (Pandium)
Interested in learning from experts about how to build out an API and integration roadmap? This Thursday @ 3pm EST, the SaaS Ecosystem Alliance is hosting a virtual panel on this topic with product and product partnerships leaders from Avalara, Gusto, SugarCRM, and Reputation.

We'll be talking about best practices, frameworks, and pitfalls to avoid when building out a roadmap for API and product integrations.

Come hear the discussion and ask questions!

Sign up for the event here: https://bit.ly/3x2hilk
Debby Kruzic
Hi Elizabeth - I have added this to Teckedin's webinar/event listing: https://docs.teckedin.info/docs/curated-blogs-ai-and-automation-blockchain-emerging-tech
Liz Garcia (Pandium)
Amazing, thank you! We also just released an ebook today on best practices for measuring the impact of tech partnerships. If you think that could be relevant to your audience feel free to share the link here relaxedhttps://lnkd.in/d8HKsvdC
Alicia Gan
RESEARCH PURPOSES: bulb Who do you think needs Customer Service Outsourcing in the eCommerce space these day? I'm curious about the market! simple_smile
Liz Garcia (Pandium)
Tomorrow @ 12pm EST, the SaaS Ecosystem Alliance will be speaking with product, engineering and partnership leaders from Mailchimp, Pantheon, Airship, and Olo to discuss best practices for cross-functional collaboration when it comes to tech partnerships.

Come hear the discussion and ask questions!

Sign up for the event here: https://bit.ly/3qQNuH5
Keegan Forte
@Liz Garcia (Pandium) was this recorded? if so i would love to check it out. i was late to the game on RSVPing for the event but it looks great. cheers!
Jenny Risch (Electric.ai)
Hi all! Unsure where to put this … Im looking to do some discovery with operations & finance experts who have managed contracts, billing and revenue recognition practices around value added reselling programs.  Anyone here who can help, or has a great internal finance partner who would be willing to chat with me?
Stacy L. Carlson
@channel WHAT’S UP THIS WEEK? THURSDAY 10am PT Do partner commissions really matter?

Yes and no. Depends. If commissions are the only thing holding the relationship it will fail. But we need them, right?

Join @UV88K0G8J> and <@UNGGJ3T5X, Reveal who will talk about some of the most successful partner commissions models and why they work.

They will also talk about how to build trust and transparency with your partners so that commissions aren’t the only thing holding the relationship.

They will discuss issues like, + more: • Best in class compensation models to generate partner revenue  • How to build trust with partners  • Setting partners expectations on commissions  Simon Bouchez is joining Zach Svendsen to discuss how it takes more than commissions to build a relationship with partners.

REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_tZD5Zec7TPyh26iLvBQo2w
Alex Glenn
Looking forward to this @Simon Bouchez (Sharework) muscle
Stacy L. Carlson
@channel bangbang FINAL REMINDER10am PT Do partner commissions really matter?   Yes and no. Depends. If commissions are the only thing holding the relationship it will fail. But we need them, right?   Join @Zach Svendsen (Tipalti) and @Simon Bouchez (Sharework), Reveal who will talk about some of the most successful partner commissions models and why they work.   They will also talk about how to build trust and transparency with your partners so that commissions aren’t the only thing holding the relationship.   They will discuss issues like, + more: • Best in class compensation models to generate partner revenue  • How to build trust with partners  • Setting partners expectations on commissions    Simon Bouchez is joining Zach Svendsen to discuss how it takes more than commissions to build a relationship with partners.

fire 10am PT today REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_tZD5Zec7TPyh26iLvBQo2w
Andrew Chow
Hi @Stacy L. Carlson, I just missed the deadline as I was on a business trip yesterday. Any chance I could receive a recording to the webinar? simple_smile
Stacy L. Carlson
@Andrew Chow Of course! We will be adding it to our YouTube channel and I’ll make sure to give you a shout when its up.
Andrew Chow
Awesome! Thanks for the heads up. smile
Stacy L. Carlson
@Andrew Chow Here is the link: https://www.youtube.com/watch?v=oabxSlNeyjA
Andrew Chow
Thank you @Stacy L. Carlson! You're the champ! simple_smile
LJ Scarpitto
Hi all!

Any quick tips on where to find SaaS (specifically ERP) referral partners? My company's partner program is relatively new and initially targeted our competitors' partners in an effort to give them a complement to their offerings for the times in which their current systems are not a fit.

Any feedback is greatly appreciated as we are working to build our partner program. If anyone wants to connect on a call for a mind-share I'd love to set that up too! brain
Sunir Shah
NetSuite + SuiteWorld; and SaaSMAX? @Dina Moskowitz
Brian Jambor
point_up_2 agreed - would start with the SIs at Netsuite if you haven’t already: https://www.netsuite.com/portal/partners/alliance-partner-program.shtml
Chris Brunelli
HI @LJ Scarpitto, I built a network of 400+ ERP partners while building RedTail (exit 2018). ERP partners are tough to crack. This is especially hard when they believe they can do everything that ISVs say they do already. Happy to join a call, but it begins in product strategy and explaining where you are a good fit and specifically who you are not a good fit for. This is counterintuitive for sales people because we want to see traction - so you have to fight the urge to be everything to everyone
Chris Brunelli
Ideally - have a few stories of how you helped VARs succeed with clients where other solutions fell short.
Chris Brunelli
There is a combination of vertical market, horizontal function, and general disposition of a decision maker in their target market that you can do something better than anyone else can.
Chris Brunelli
Or you do something really gnarly that everyone hates so they dont have to
LJ Scarpitto
@Sunir Shah @Brian Jambor @Chris Brunelli Thanks to all! I'm very excited to take this back to my team pray
Danny Gray
Some great insights on this thread! Similar theme… As a SaaS company looking to partner with SIs, which teams/job titles within the SI would you target to reach out to?
Dina Moskowitz
Thx @Sunir Shah I think Randy reached out. PartnerOptimizer can definitely help with this scenario. simple_smile
Raphael (Aircall)
Hi all! wave Question for those who have an active app/developer marketplace - do you test the apps submitted by technology partners? If so, • any process to best document the tests and share feedback to partners/devs? i.e. recording a loom, screenshots, app testing checklists… • how many folks test the apps? have dedicated app testers/QA or just the partnerships team for now? I personally used loom a lot and sent recording of the session to partners to help them, curious about common practices there!
Andrew Edelman
Here's our detailed process for app reviews at Zapier: https://platform.zapier.com/partners/integration-review-guidelines

tldr is we test them all before they get listed and do so with existing Partner Engineering resourcing in a round robin style shift (typically 1 person per week depending on volume) although we'll be getting dedicated Technical Partner Support resources (2) next year. We have a LOT of apps so try to put a lot of the testing burden on partners to ensure our team can get through them all efficiently. Hope this helps!
Raphael (Aircall)
Thanks @Andrew Edelman! Definitely helps.

• have you considered hiring folks externally/contractors to do this kind of testing? • Any tactical tips to actually speed up the testing phase (doing the test, documenting it,taking screenshots/videos, sending organized feedback to the partner…)? (for having been through the zapier app submission process I know the email feedback partners receive is very extensive and detailed :))
Andrew Edelman
relaxed

• Yes I think similar work could be done via external contractor. Hiring dedicated technical partner support internally serves a similar function. • I liked your idea of a video but could see that adding time / complexity. We try to ensure partners do as much of the prep work and possible (eg provide us with demo accounts).
Sunir Shah
I think the partner team should test the apps if possible so they can sell and support them. You can go to a QA form for detailed testing. To make it cost effective you need to stay organized.

Have a test account internally that is as aggravating as possible (a porcupine).

Create a test plan template.

How do I create an account with the partner? How does a partner customer create an account with us? How do I connect the integration?

What is the use case the integration is solving?

What is a prior state of both systems before an integration? What is the goal state of both systems after integration? What is the ongoing process managed by the integration?

How can I verify the above?

How can I invalidate the starting states and start the integration? Will it fail?

Can I test our / the partners support team’s responsiveness to problems with the integration?

Can I test our / the partners sales teams ability to answer questions about the integration?
Raphael (Aircall)
> I liked your idea of a video but could see that adding time / complexity. We try to ensure partners do as much of the prep work and possible (eg provide us with demo accounts). hard at scale yeah, maybe not all test sessions just some use cases: • a subset / % of your app partners will value the feedback from the test session. It might impact several sprints for them (i.e. early stage startups) too so they’re very invested. • more strategic partners might value a white glove treatment, your QA and feedback being part of the “co-build” experience. “we provide product guidance” instead of just “approval” creates a strong relationship with the partner super early. Probably increases buy in to keep building on top of your platform.
Raphael (Aircall)
We’re exploring building a tool that could streamline that process. Accelerate the testing session and documentation for the reviewer while making the output more valuable for developers. Also useful for internal user acceptance testing in other product use cases (i.e. before a feature release)
Dina Moskowitz
HI @channel - we hosted TED Talk Expert Tucker Stine in a webinar yesterday and it was really good. Worth a listen during a walk or while you're working.   https://saasmax.com/the-power-of-story-and-brand-in-the-b2b-tech-channel-featuring-tucker-stine-december-8-2021/'...
Sunir Shah
@channel The Cloud Software Association (that’s us) has an EXCLUSIVE to run the conference party at Social Media Marketing World.

We will require everyone REGISTERS to get drink tickets so you WILL get the opt-in attendee contact information! boom

Reach 2.5k+ attendees, 1/3 agencies, 2/3 in house digital marketers, social media marketers in San Diego, California, March 14-16, 2022. Let’s get back at it folks. simple_smile rainbow

Who is IN to come in as a sponsor?

https://www.socialmediaexaminer.com/smmworld/sponsoroptions/
Zach Svendsen (Tipalti)
Hey All, wondering if anyone can help me get connected to a Sales Commission platform? I have a connection needing some help it that arena. Any thoughts?
Chris Generalis
I’m happy to connect you with Lester at SPIFF if you’re interested…. Have you checked them out?
Brian Jambor
Another option that I evaluated several years ago is: https://www.xactlycorp.com.
Zach Svendsen (Tipalti)
Thanks @Chris Generalis, I reached out to Lester!
Zach Svendsen (Tipalti)
@Brian Jambor Thanks for the recommendation, I reached out to them too.
Lester Vergara
Thanks @Chris Generalis and @Zach Svendsen (Tipalti), we connected
Christi Williams
Hey all, wondering if anyone here is in charge of partner onboarding for their partner program? This will be a shift in roles for me so curious to learn from others on what’s worked well for you (or not so well). If anyone has experience and is interested in chatting, please shoot me a DM simple_smile
James Sandoval (MeasureMatch)
Hey CSA friends and partners. Earlier today my team and I announced a deepening and broadening of a partnership with San Francisco-based Improvado, which is using the MeasureMatch Partner Exchange for service provider growth, customer success and more.

Here's my take in a LinkedIn post.

Here's our announcement in the MeasureMatch Blog.

And here's Improvado's announcement.

All love (heart), high fives (hand), questions (question) and critiques (thinking_face) are welcomed/encouraged.

Cheers from London, James
Justin Zimmerman
Has this been your experience? I saw this from the Crossbeam team (TY Chris Samila and Olivia Ramirez). To everyone, have your partnerships also followed this 18month-ish timeline?
Sunir Shah
More or less
Sunir Shah
There are ways to be faster
Sunir Shah
Let’s put it this way… we all have that friend who organizes the entire group, and somehow has an endless supply of energy and ideas. And then we have that friend that organizes nothing, and we do all the work. And most of us are in the middle, organizing a few things a year.

However, if your social butterfly friend has a birthday you’d probably prioritize it because staying connected to the social connector is a high priority. But your never-organizes anything friend’s birthday may be less of a priority for you, especially if you have to organize it as well.

The net result is your social organizer friend simply has more friends. And by more, I mean a lot more. This is a fundamental theorem of social networks, and leads to something called the Friendship Paradox where your friends have more friends than you do.

Well, making friends and making partnerships is the same exact thing.

If you want to accelerate your partnership timeline, you have to organize your partners’ marketing.
James Sandoval (MeasureMatch)
@Justin Zimmerman @Sunir Shah I'd love to see a similar Partnership Maturity Curve chart for agency/consultancy/service provider relationships. Or maybe I should put one together? Anyone want to collab with me to get that done?
Sunir Shah
@James Sandoval (MeasureMatch) yes, I would
James Sandoval (MeasureMatch)
Talk next week/Jan?
Justin Zimmerman
@Sunir Shah what an AWESOME ANALOGY! Speaks to me. I'm the friend hosting the parties, inviting people, organizing it. "The Perennial Host". Reminds me of throwing parties back in the day and making sure everyone has a good time. Recently got a special SMS number for friends/events, so I could mass communicate without 1:1.
Sunir Shah
Lol. Be careful. You may end up with a trade association and a conference on your hands!
Sunir Shah
@channel Hey everyone, I made the mistake of looking at the news. Not the most fun and inspiring thing to do. I could use some positivity. What’s your good news? What’s going on that’s worth celebrating in your life?

I heard that it’s supposed to be the most wonderful time of the year after all! snowman
Aaron Verstraete
My wife is due in Feb with our second little one. Pretty darn excited about that!
Sunir Shah
Oh, that’s amazing. I hope you learnt from the first one how to manage your own sleep.
Zach Svendsen (Tipalti)
I've got #4 due in Feb. congrats @Aaron Verstraete ! It makes everything else worth it in my opinion.
Aaron Verstraete
#4!! That's amazing. Way to go
Sunir Shah
@Zach Svendsen (Tipalti) Amazing! However, I was giving a brochure after my third that really explained a lot of things to me.
James Sandoval (MeasureMatch)
My daughter, Olivia (14), is a passionate skater (skateboarding). She told me yesterday that she was invited for a sponsorship eval. I love skate culture and I've been super thrilled to see my kid take up the sport, and really go for it. So, that news was pretty cool.
Zach Svendsen (Tipalti)
@Sunir Shah if you can fin the pamphlet, please send it along. I need all the help I can get. upside_down_face
Brandon Lytle
Thats awesome @James Sandoval (MeasureMatch)! What brand?
James Sandoval (MeasureMatch)
@Brandon Lytle Ha! I actually don't know. I was told a small UK/London brand.
Brandon Lytle
Thats awesome - big step in the skater world
Christine Stewart-Fitzgerald
I get excited when I see investment into relationships paying off. Just like partnerships-- they take a long time. I'm happy to see my 7th grade twin girls finally branching out and making friends on their own, taking initiative and trying new things. They just started playing lacrosse and come home from school smiling and tell me about their friends and adventures. It's a breath of fresh air to see real connections over the last 2 yrs.
Shana Kus
I'm 16 weeks along with baby #3! smiling_face_with_3_hearts
Takunda Mudhokwani
I'm getting married. Oh you said good news?? joy
Sunir Shah
@James Sandoval (MeasureMatch) You must be proud and sometimes terrified of the big tricks!
Ben Astin
@Sunir Shah Look at all the giving that happened on Giving Tuesday through the power of ShoppingGives’ technology…there is good in the world!
Sunir Shah
@Shana Kus sounds like you need the same brochure as @Zach Svendsen (Tipalti). Congratulations!
Shana Kus
yes plz grimacing need some tips on playing zone defense!
Sunir Shah
@Christine Stewart-Fitzgerald Same here with my kids. I’m thankful that the kids will be alright.
Sunir Shah
@Shana Kus Our younger kid(s) wanted 1:1 time more after the new kid is born. We were explicit to give them some from each parent to make sure they feel they are still valuable. We involved them with the new sibling of course, but 1:1 time is really important.

We slept in separate rooms for the start so at least one parent can deal with the older two in the morning.

I learnt that my kids don’t need as much parenting as I thought. I’d guess in retrospect it was good to have more kids than parents because we were forced to give our kids space to be themselves and become more self-sufficient.

We try to do something as a family nearly every day, and dinner without an exception.

And when all else fails, I threaten to eat my children when they misbehave.
Alex Glenn
Great thread @Sunir Shah - shows how much people want to lift you up :)
Stacy L. Carlson
@channel loudspeaker Are you knowledgeable about emerging trends in partnerships? Do you have any partnership technique you would like to share to the CSA community? Here at the Cloud Software Association, we’re always looking for interesting speakers for our mortar_board Masterclass series!

The Masterclass series addresses best practices, practical solutions, and quality resources that can help those in the partner ecosystem in their daily workflow. trophy

Masterclasses typically run 60 minutes, including 5 minutes for introduction, a 45-minute presentation, and 10 minutes to address participant questions.

Let me know in the comments or in DM that you are interested and I will reach out to you!

p.s. Masterclass speakers receive a one-year Executive Membership! verified-badge
Alex Glenn
I can speak towards: 1. successful examples and strategies for setting up programs without paying commissions. 2. creating your program growth flywheel 3. Tech - how to run a lean partner program tech stack that can do more than most others’ costly stacks 4. Making co-marketing work - measuring and gaining ROI from co-marketing
Alex Glenn
Lmk @Stacy L. Carlson @Sunir Shah point_up_2
Justin Zimmerman
I just talked with Chris Samila at Crossbeam about how I believe the future of Partnerships will be lead by Content/CX people over sales/SDR people. Content looks at the whole buyers journey and designs value for each stage vs just acquisition/net new.
Sunir Shah
@Justin Zimmerman interrobang That’s a curious take. Most inbound marketing teams already have professional brand partnership and content partnership practices. Partnership people like in this community are not really required or adding value.
Sunir Shah
It is true, those are the first partnerships any company has, and the influencer / affiliate / content partnership industry is growing very quickly. Maybe we should expand ourselves here to include those channels.
Sunir Shah
well, now you’ve got me thinking.
Justin Zimmerman
Hey @Sunir Shah , I've take a deep study of JTBD theory with Tony Ulwick (a co-founder of the theory) as my mentor... and applied it to content and now partnerships. Where current thinking is on content and partnerships, is still very company and not customer centric.

When I look at a market (set of customers trying to achieve similar results) through JTBD lens, companies dissolve into a combination of solutions customers cobble together into to achieve a set of results.

Current common thinking has companies still operating as silo / functional departments (marketing, sales, support, product, yada yada), narrowly focused on two things:

(1) their own narrow set of loosely aligned department metrics (2) a narrow focus on the job the company's product gets done for the customer (rather than the whole pic)

My "radical" JTBD Partnership Strategy is a cross functional customer-centric approach, where partnerships (code+content) are reflected in the org chart (strategy should reflect in to org charts) and the company is organized around each of the customer types they serve.

In other words...

No company or product is going to completely solve for the customer's JTBD... so in my perfect customer centric world the product roadmap aligns with partnership strategy and marketing / sales / content strategy are the partnership strategy.

Practically speaking, you'd see "unofficial" mergers / "tight" alliances between adjacent companies, who band / brand together to position a more complete solution.
Justin Zimmerman
... What's our strategy to be customer centric / JTBD centric... and then how do we align our product, marketing, partnerships, support, etc around this.
Sunir Shah
@channel REMINDER as you’re planning your 2022 events schedule.

The Cloud Software Association (that’s us) has an EXCLUSIVE to run the conference party at Social Media Marketing World.

We will require everyone REGISTERS to get drink tickets so you WILL get the opt-in attendee contact information! boom

Reach 2.5k+ attendees, 1/3 agencies, 2/3 in house digital marketers, social media marketers in San Diego, California, March 14-16, 2022. Let’s get back at it folks. simple_smile rainbow

Who is IN to come in as a sponsor?

https://www.socialmediaexaminer.com/smmworld
Zach Svendsen (Tipalti)
Hey All, who here has recently built up a reseller channel? We're embarking on a strong push next year. Can I steal 30 mins to bend your ear if you have? Thanks!
Sunir Shah
I’m always happy to talk about resellers. https://calendly.com/sunir
Ben Bassett
I've done it in the past. Happy to chat if you want
Justin Zimmerman
My favorite SaaS Partnership KPI... holiday cards sent.

I could get in trouble for saying this, but I care less about leads, sales, ARPU, LTV, CAC... yada yada and more about building strong trusting relationships with other partner people at other great companies.

I believe building trust and creating a strong clear common vision is the best partnership strategy. I believe those two ingredients are everything you need to build something great!

As Ray Dalio says, "life is about meaningful work and meaningful relationships". So the end of the year gives me an opportunity to reflect on all the great people whom I'm building great things with.

And sure it took a chunk of time this weekend to write out these cards, but it brings me joy to send out tiny slices of recognition and "thank you". I guess you could say, this is one way I count my blessing.
Amir Karmali (Daylite)
Love this @Justin Zimmerman. Fully agree that it’s all about relationships first.
Travis Bradley
I am just impressed that you blocked out every address.
Lindsey Ward {CSA Managing Director}
@channel Early bird Ticket Sales are coming to an END Dec 31! snowflake Get your tickets purchased now for SaaS Connect 2022! IN PERSON April 27th-28th, in San Francisco sunny

All tickets to SaaS Connect include a year-round, paid Executive Membership (normally $249/year) to the Cloud Software Association, with all the benefits included. Access the huge online community, the full member directory, introduction service, weekly masterclasses, and all past resources where we are answering every question about how to run a SaaS partnership team from start to finish.

Yes, we used the pandemic to seriously level up. SaaS Connect is more than an event, it's the network of SaaS partnership professionals. https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Toni Clark
Would love a thread from partner managers about what they wish they did their first 30/60/90 days in the role. #PMWishIKnew I'm trying to think about what to focus on. Happy holidays!
Zane Wind
Merry Christmas from Allbound! We wish you and your families a happy and safe holiday season!
Norma Watenpaugh
Are you proud of the work you are doing in building strong partnerships, innovative ecosystem solutions, or partnering for social good? I encourage you to submit a nomination to the Association of Strategic Alliance Professionals - Alliance Excellence Awards and get recognized. https://www.strategic-alliances.org/2022-awards
Sunir Shah
syringe I just got boosted and my kids will be double vaxxed tomorrow. Despite how wild a ride this holiday has been, I’m very optimistic for 2022.
Stacy L. Carlson
@channel loudspeaker WHAT’S UP THIS WEEK? THURSDAY 10am PT So how do you raise a $76 million round for a partner ecosystem platform?

Crossbeam recently raised a historic $76 million round for their partner ecosystem platform SaaS company. In this webinar, you will get the inside track on how it went down and the lessons learned along the way. Why raise a round now? Sounds like there may be more to this story around timing and context that we should talk about…

Join Cory Snyder Maropost and Bob Moore, Crossbeam who will talk about all the details on where to start, and why raise at all.

They will also talk about: • “Why” raise money at all • Is the VC market warming up to companies who have a strong partnership strategy • Why pick one investor over another based on your industry and stage • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_Krp_-SWuQWWgYKgKy38aAg
Alex Buckles (Sales, Partnerships, Autism)
Will definitely be at this one. Crossbeam is awesome and I can't wait to see what they do with their newly-acquired capital.
Sunir Shah
Happy new year everyone!
Sunir Shah
@channel We have an exclusive to organize the evening party at Social Media Marketing World, which will have 2,500 marketers and agencies in San Diego, March 14-16. Drink tickets come at the price of contact information. This is the single best way to get the attendee list at that conference, plus your brand across the event. Who’s in?
Stacy L. Carlson
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we answer the question of how do you raise a $76 million round for a partner ecosystem platform?

Crossbeam recently raised a historic $76 million round for their partner ecosystem platform SaaS company. In this webinar, you will get the inside track on how it went down and the lessons learned along the way. Why raise a round now? Sounds like there may be more to this story around timing and context that we should talk about…

Join Cory Snyder Maropost and Bob Moore, Crossbeam who will talk about the steps to getting a round done? When do you kick things off? What makes it a good time?

They will also talk about: • Is the VC market warming up to companies who have a strong partnership strategy • Why pick one investor over another based on your industry and stage • “Why” raise money at all • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_Krp_-SWuQWWgYKgKy38aAg
Stacy L. Carlson
@channel bangbangFINAL REMINDER… TODAY at 10:00 am PT So how do you raise a $76 million round for a partner ecosystem platform?

Crossbeam recently raised a historic $76 million round for their partner ecosystem platform SaaS company. In this webinar, you will get the inside track on how it went down and the lessons learned along the way. Why raise a round now? Sounds like there may be more to this story around timing and context that we should talk about… 

Join Cory Snyder Maropost and Bob Moore, Crossbeam who will talk about the steps to getting a round done? When do you kick things off? What makes it a good time?

fire10:00 am PT today REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_Krp_-SWuQWWgYKgKy38aAg
Dan O’Leary
That was an awesome session, learned a lot from Bob, especially about how to talk about the value of partnerships and partner data
Sunir Shah
@channel I am now sending speaker confirmations out for SaaS Connect (http://saasconnect.org), the SaaS partnership conference, April 27-28 in San Francisco.

This is your ABSOLUTELY last minute, last chance to apply. https://sbweb.formstack.com/forms/sessions
Sanjay Goel (NachoNacho)
@Sunir Shah I applied a while ago, for the previously scheduled event. Do you still have it or should I apply again?
Allan Adler
@Sunir Shah I just applied and DM’d you! Let's chat!
Sunir Shah
@Sanjay Goel (NachoNacho) we have it
Sunir Shah
thank you!
Sunir Shah
Speaker submissions always result in something good coming back
Dustin Howes
@Adam Enfroy
Jennifer McCready
Hey there, do you already have a speaker lined up to talk about Partner Experience and how it's become the one and only differentiator?
Jennifer McCready
Hey there, do you already have a speaker lined up to talk about Partner Experience and how it's become the one and only differentiator?
Sunir Shah
We only accept talks that about people’s personal experiences, that is case studies. I don’t think a talk like that would pass the programme committee because it’s abstract.
Jennifer McCready
Good to know, thank you.
Sunir Shah
You’d be better off doing a case study of one or several clients of your framework of action.
Jennifer McCready
thumbsup
Sunir Shah
I have a better question. Does anyone know how to spell the word “mitten” or what a trapezoid is or how to describe the entire digestive system in French or what’s for snack? If you’re on a call with me today, please come prepared with answers. You will be asked. #Just2020things
Sunir Shah
• M-I-T-T-(no, two Ts)-E-N (Nnnnnah) • A quadrilateral with two parallel sides? No. Like a triangle, with the top cut off. • …. Nope. • TimBiebs.
Sunir Shah
An update from earlier. My family has successfully completed eating all 3 types of TimBiebs flag-ca. Ask me anything.
Brian Jambor
Did you spring for the merch to commemorate the event? Also, Sour Cream Chocolate Chip… delicious, or not delicious?
Sunir Shah
The subject material had a detectable taste as it transited into our esophagi. We burnt remaining evidence of the incident.
Sunir Shah
I would give twenty American dollars to see Bieber interviewed by a Canadian talk show host:

HOST: And now man who needs no introduction, topping the charts with Ghost and Peaches the song of the summer…. Tim Bieb!

BIEBER: Um, thank you, but it’s Justin Bieber.

HOST: Sorry. And now, Tim Bieber!

BIEBER: It’s Justin

HOST: ???… Ok… It’s Just Tim. No problem! Welcome… Tim

BIEBER: It’s JUSTIN! TimBiebs are a donut hole made by Tim Horton’s.

HOST: You’re named after Tim Horton’s donut hole?

BIEBER: No, the donut holes are named after me. My name is Justin Bieber.

HOST: Well, that’s quite a honour, Tim.

BIEBER: Those donuts were a mistake.

HOST: I see you’ve eaten one too.
Lamar Williams
Hello! Not sure if this is the right channel for a product question. Has anyone evaluated the differences between Reveal & Crossbeam? Do you have any feedback on their functionalities? Thanks in advance for the feedback!
Myra Lymperi
hi @Lamar Williams I've evaluated them both and eventually started using both as different partners use one or the other. I find Reveal's UI more user friendly but (at least up until recently) Crossbeam provided mapping capabilities (based on SFDC opportunities too) that Reveal didn't but had/-s also on its roadmap. the free version of both seems to cover most popular use cases - haven't evaluated their paid version.
Lamar Williams
Thank you @Myra Lymperi, appreciate the feedback! Very helpful.
Alexis Petrichos
They’re both great tools with their cons and pros. I think in the end of the day everything depends on what your partner is using. This is not going to be a market for two for too long… We’re mostly using Crossbeam at Chili Piper, but happy to provide an intro to both or either of the teams if you’re interested in a walkthrough.
Lamar Williams
Thanks @Alexis Petrichos! I am currently conducting demos with their sales teams, but will reconnect with you if I need a contact.
Toni Clark
Please keep this thread active, my company is evaluating both platforms too. Thanks!
Bob Lindquist
@Lamar Williams - I'm speaking to Gartner next week about Ecosystem tools - did you ever decide on Crossbeam?
Lamar Williams
Hi @Bob Lindquist - Currently, we are still evaluating the tools, and have not decided as of now.
Ashley Speight
Channel marketing automation tools are so expensive!! Not when they are free though! LinkedIn, Facebook, Twitter campaigns run through 25 of your partners for completely free. More powerful than anything you will pay $20k+ for and we give it away for free. For a sneak peak, book a meeting with me at https://calendly.com/channelyze-prm/30min
Norma Watenpaugh
Are you proud of your channel program or your partner accomplishments. Submit an Alliance Excellence award to https://www.strategic-alliances.org/2022-awards and recognized for your achievements. The Award resource page includes the submissions of past winners, so you can see what a winning nomination looks like.
Lindsey Ward {CSA Managing Director}
@channel Time to grab your tickets to SaaS Connect 2022! sunnyadmission_tickets

The 10th annual SaaS partnership conference is on for April 27-28, 2022 in San Francisco!

We’re getting our lineup of speakers ready to make this an incredible jump back into in-person networking, connection, and collaboration. All tickets to SaaS Connect include a year-round, paid Executive Membership (normally $249/year) to the Cloud Software Association, with all the benefits included.

Access the huge online community, the full member directory, introduction service, weekly masterclasses, and all past resources where we are answering every question about how to run a SaaS partnership team from start to finish. There's no better time to join, and head to SaaS Connect! See you there! https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Ross Clurman
Hi Lindsey, who can we contact about sponsorship and/or speaking opps?
Lindsey Ward {CSA Managing Director}
Hi Ross! That would be me! Feel free to dm, or send an email.
Kiran Elengickal
Hi, Anyone here from DataDog/Dynatrace/NewRelic ? If not anyone who could help me with intro’s ?
Sunir Shah
Will answer in #members
Lindsey Ward {CSA Managing Director}
@channel please give a warm welcome to CSA's newest board member @Jared Fuller partying_facechampagne

Jared is an entrepreneur and student of B2B markets. He serves on multiple advisory boards ranging from Universities to Venture Backed SaaS startups and is currently the host of PartnerUp, The Partnerships Podcast. Previously, Jared held executive GTM & partner positions at PandaDoc and Drift, both now known B2B SaaS Unicorns.

Welcome aboard Jared! wave
Ashley Taylor
As someone who has worked closely with @Jared Fuller as strategic partners, I can say that this is an excellent choice. Congrats JF and congrats CSA!
Adam Michalski
Nice - congrats @Jared Fuller boom
Jason Yarborough
I KNOW HIM!! Seriously though, nice move!
Allan Adler
This is great for CSA! nice @Jared Fuller
Emily Cozzens (PandaDoc)
Congrats, @Jared Fuller!
Jared Fuller
Honored to help take partner ecosystems and our professions to the next level raised_handsraised_handsraised_hands
Tyrone Lingley
Welcome @Jared Fuller, we're glad you're here.
Sunir Shah
YAYAYAYAYAYAYAYAYAY WELCOME VOICE OF PARTNERUP
Brian Jambor
I would say congratulations @Jared Fuller, but let’s be honest, this is really a huge congratulations to the CSA. simple_smile Great to have you on the board Jared!
Evan Radisic
Welcome welcome the one and only Mr. PartnerUp studio_microphone
Matt Kamp
Congrats @Jared Fuller and CSA!
Stacy L. Carlson
@channel loudspeaker WHAT’S UP THIS WEEK WITH SAAS CONNECT 1:1? THURSDAY 10am PT

Is Digital Accessibility something that should be on your radar?

Join Jason Breed Crownpeak and Shilpi Kapoor, Barrier Break who will talk about Digital Accessibility - a differentiator & a must-have in SAAS Ecosystems

Up to $16 Billion in design spending in the US and Canada will shift to tech vendors and services companies that commit to Accessibility,” as per Forrester. Shilpi Kapoor, CEO of BarrierBreak, introduces Digital Accessibility and why it will be a crucial driver of growth for SAAS Companies as governments and customers start to create mandates on procuring inclusive technology. She will highlight the global drivers as well as demystify how SAAS companies can embed accessibility in their organizations.

Join Jason Breed from Crownpeak and Shilpi Kapoor from Barrier Break who will talk about how are your customers going to evaluate the Accessibility of your product.

They will also talk about: • Why Accessibility Matters • Embedding Accessibility in your organization • Global Accessibility Drivers • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN__a1VOGecTcSb2jSdeJU7qw
Kate Young
Excited for this!
Jason Breed
Thanks @Kate Young look forward to seeing you there!
Jason Breed
We need peeps like @Alex Buckles (Sales, Partnerships, Autism), the @Matt Irving team, etc to get excited too!!!!
Alex Buckles (Sales, Partnerships, Autism)
Definitely a great topic, @Jason Breed. Most people don't naturally think about digital accessibility (i.e. visitor has visual disability), like they would think about physical accessibility (i.e. wheelchair ramp). I just registered.
Shilpi Kapoor
Thanks @Jason Breed loved our conversation & @Stacy L. Carlson for managing this!
Jason Breed
@Stacy L. Carlson thanks for the post ^^^^. Let’s challenge the ideas of what “good” looks like in a healthy ecosystem!! Look forward to seeing everyone there.
Lindsey Ward {CSA Managing Director}
@channel! Time to grab your tickets for SaaS Connect 2022 happening April 27-28 in San Francisco! Live and IN PERSON! tada

Join us at the 10th annual SaaS partnership conference, SaaS Connect to meet, network, learn from, and close deals with business development, partnership, marketing, platform, reseller, channel and distribution experts across SaaS.

DM me for team rates! or email

https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Stacy L. Carlson
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we answer the question of why digital accessibility is important to your partner program.

Up to $16 Billion in design spending in the US and Canada will shift to tech vendors and services companies that commit to Accessibility,” as per Forrester. Shilpi Kapoor, CEO of BarrierBreak, introduces Digital Accessibility and why it will be a crucial driver of growth for SAAS Companies as governments and customers start to create mandates on procuring inclusive technology. She will highlight the global drivers as well as demystify how SAAS companies can embed accessibility in their organizations.

Join Jason Breed Crownpeak and Shilpi Kapoor, Barrier Break who will talk about why Accessibility matters

They will also talk about: • Global Accessibility Drivers • Embedding Accessibility in your organization • Going Beyond compliance • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN__a1VOGecTcSb2jSdeJU7qw
Sunir Shah
@channel OPPORTUNITY For those of you targeting marketers and itching to get back on the road, we have an easy slam dunk opportunity. We partnered with the Social Media Marketing World conference in San Diego (March 14-16) to run the big conference party. As sponsors, this is the easiest way to pick up the entire 2500 person attendee list (1/3 agencies, 2/3 in house marketers). Attendees will have to register in order to get drink tickets.

The conference will organize all logistics. In Cloud Software Association style, the more that chip-in, the lower the cost, but we’d keep it at $8k or lower.

Conference details https://socialmediaexaminer.com/smmworld/
Brett Owens
Great find! Chip-in format is epic, LFG raised_hands
Sunir Shah
Thank you for chipping in!
Rita Varga
Hi everyone @channel , I am looking to place Data Analyst /Scientist graduates for remote opportunities in remote roles or Germany based. Feel free to reach out if you are looking for fresh engaged talent.
Sunir Shah
@Ben Astin asked me why you should come to SaaS Connect (https://www.cloudsoftwareassociation.com/saas-connect). It’s the one and only SaaS partnership conference, where 500 of your peers will be there. It’s an instant network, where you’ll book meetings all day long every day. And for professional development, we’ll have 30+ recent case studies of what is going on in both tech and channel partnerships. Partnerships is changing very quickly.

As a partnership exec, you’re effectively nerfed if you don’t come to SaaS Connect. You might as well tie your shoelaces together and do the moonwalk. Not coming is like drinking a litre of sour milk and then getting on the subway at rush hour. Your life will be a disaster. You’ll smell worse and flowers will wilt in your presence. Dogs will know your secrets and shun you.

I can’t let that happen. I care about you too much. Here’s a letter you can write your managers.

> Dear manager, > > I need to go to SaaS Connect. It’s the one conference by and for SaaS partnership executives. Everyone I need to know is there. > > For the cost of one trip, I’ll meet over 200 partner teams from Google, Salesforce, FreshWorks, Zapier, 8x8, PayPal you name it. > > You were wondering how to scale our channel reseller program? You were wondering which integrations we should build? That’s what they talk about. > > It’s an instant professional network. I’ll leave this conference knowing everyone; they will make introductions for me. And it’s in San Francisco. I can book all my other meetings while I’m there.
Cody Jones (Zapier)
I love this. Well done!
Kristine Stewart
Tooooo funny - well played100
Justin Zimmerman
Hey ya'll... here's a link to a co-webinar I'm doing Thursday with Darius Santos (Co-founder) at Dubb.com. They integrated our text app (Salesmsg SMS) right into their video email app. Now we're doing this webinar to teach their customers _6 Proven Ways To Combine Video & SMS For 100+ More Appointments & Sales_!   Let me know if you'd like to attend or invite anyone. I can get you a special link.   PS: Next month we're doing a partner webinar with Aircall rocket. We're going to demo the best ways to use their sales and support call center solution with our integrated team texting app.

https://www.salesmessage.com/webinar-sms-dubb/
Gagan (sounds-like / rhymes-with Doug-un)
Hello … Spekit is a digital enablement platform and we just raised a $45M Series B. I’m hiring a Dir. of Strategic Alliances to build partnerships and grow revenue with Salesforce Implementation Partners (e.g. Slalom, Bluewolf, etc). We’re also hiring a Partner Marketing Manager. Would greatly appreciate any referrals or leads.

https://spekit.com/careers/?gh_jid=4009712004
Stacy L. Carlson
@channel TODAY!  January 27, 2022 at 9:00 AM PT - I have a couple guest spots to today’s Masterclass I’d like to give out!!

tada Join Scindia Balasing from Freshworks, who will discuss cracking the right tech partnerships model for SaaS organizations.

There are no entry barriers in SaaS today, it’s not easy to convert free customers to paid customers, and the organic/monolithic software concept no longer exists. No company can build all the features the customer requires; you need the right tech partner to fill the product gap. 

Thanks to the digital clutter, the digital marketing cost has gone up by 40%. Adapting the right tech partnerships strategy will help you reduce the CPL by half, shorten the sales cycle, and increase customer retention.

She will discuss issues like: 

• How to choose the right partners • How to tier your partners • Which co-marketing frameworks work under each tier. • + more point_downComment in thread if you would like grab one of the free spots I have!point_down
Ian Cugniere
Hi Stacy, I'm interested. Thank you!
Aditya Khilnani
Would love to join - sounds really interesting
Aditya Khilnani
Thank you!
Lamar Williams
I am interested as well thanks!
Alexis Bonavota
I have conflicts today at this time but would be interested in a recording if that’s accessible!
Carlos Robledo
Same here. I'd like to see the recording.
Courtney Tyson
I am interested as well, thank you!
Roddy Smith
Hey Stacy! I'd also be interesting in checking this out
Stacy L. Carlson
All spots have been spoken for. Thank you everyone!!
Daniel Graff-Radford
@scindia b and the whole Freshworks team have created something very special. I am sure this will be a great discussion.
Lindsey Ward {CSA Managing Director}
@channel Time for another Board Member spotlight! flashlight

Meet @Jason Breed! CSA - Chairman of the Board

As well as being an active board member with CSA, Jason is orchestrating the global growth of the Crownpeak ecosystem across Agencies, Technology partners, and Alliances. Starting at 1% share of bookings 3 years ago, Partner generated bookings at Crownpeak topped 35% this past year and continues to grow.

With deep experience leading complex, transformative change across industries and companies, Jason built new business units at both IBM and Accenture prior to Crownpeak. When not travelling to meet with Partners, Jason and his wife run a non-profit, Digital Futures Initiative, to help teach kids digital literacy across the US.

Make sure to say howdy! face_with_cowboy_hat
Matt Irving
Woot! Congrats @Jason Breed!
Sunir Shah
Fun fact! I am also the President of the Jason Breed Fan Club.
Lindsey Ward {CSA Managing Director}
That's going in your spotlight flashlight smile
Sunir Shah
Sunir is an open bar as a service, a collection of Python scripts and Zapier automations, and the president of the Jason Breed Fan Club. He occasionally mimics dancing.
Jason Breed
ohhhh boy! I aspire to be as pretty as @Sunir Shah some day. Great to be part of this amazing community!
Melissa Warren
Hi all, i'm looking for recommendations of companies that can take our internal documentation and turn it into consumable partner content, specifically training on implementation and technical documentation. Ideally the agency will have partner programme and financial services experience. We are also HQ in London so a UK location is preferred. Thank you
Sunir Shah
Do you mean an agency that can make partner enablement material? or a software platform?
Melissa Warren
partner enablement materials and training
Jenny Zhan
Hello! I have a challenge from an engineering services customer who is trying to get the integration between Teamup and Smartsheet work. We are hitting roadblocks down the Zapier path. I'm also looking to explore possibilities directly with Smartsheet. Could someone help with an intro to a partner contact at smartsheet? Thanks!!
Sunir Shah
@Steve Stewart / Smartsheet Channel Chief How strong is your tech support game?
Jenny Zhan
Thank you @Sunir Shah! @Steve Stewart / Smartsheet Channel Chief hope to connect soon.
Steve Stewart / Smartsheet Channel Chief
Hey guys ! As Sunir suspected, my tech support game is weak ! But I have a team !

@Jenny Zhan Will pull my Partner Enablement Mgr , Mike Blumenstein into this thread. And remove Sunir. Thanks !
Daneal Charney
mega Calling all high-growth SaaS companies around the world earth_asia to participate in the 2022 People Benchmark Report. We are seeking your input - this report will help you: bulbBenchmark your business against others, against key metrics like productivity, retention and DE&I bulbProvide you with a free copy of the "High Growth Saas People Benchmark Report" bulbOffer one lucky winner a $500 donation to a charity of their choice Click here to participate and receive your data * https://www.surveymonkey.com/r/intellihr-mars-2022-survey #intelliHR #MaRSDD #futureofwork #leadership #performance #metrics
Lindsey Ward {CSA Managing Director}
@channel Happy Monday all! Why not start the week off by grabbing your SaaS Connect ticket, and planning to join us in San Francisco April 27-28th?

Just a reminder that all tickets to SaaS Connect include a year-round, paid Executive Membership (normally $249/year) to the Cloud Software Association, with all the benefits included champagnetada https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Stacy L. Carlson
@channel loudspeaker WHAT’S UP THIS WEEK? THURSDAY 10am PT How the Chrome Enterprise Recommended team is growing the partner ecosystem for Contact Centers

It can be difficult to determine the characteristics of your next growth partner. Many factors must be weighed before taking the next step. The wrong choice can have serious consequences for your business, so it is important to get it right.

Join Sue Fernand 8x8 and Jimmy Riordan, Google who will talk about growing their partner program through Contact Centers

They will also talk about: • How their team put hyperfocus on the growth of Chrome OS + Contact Centers • What incentives and enablement tactics they will be focusing on • What challenges they have encountered and how they faced them head-on • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_ePQoVJ2PSFCuveJGIU1g8w
LJ Scarpitto
Will this be recorded for those who cannot attend?
Stacy L. Carlson
@LJ Scarpitto Yes, it sure will!
LJ Scarpitto
Great - thank you @Stacy L. Carlson!
Ashley Speight
New release of Channelyze.io is here https://land.chan-pages.com/asset/public/eyJ0aWVyMVBhcnRuZXJzaGlwSUQiOm51bGwsInRpZXIyU[…]SI6MCwicGFydG5lclR5cGUiOjEsImhhc2giOjg2OTg1ODMxNDUzMzc2NjZ9 Check out our channel marketing automation capabilities that brings "one click" campaigns to social media for partners simple_smile For a more detailed look, book a call with us using the form on the video.
Bader Hamdan
Hey all, join us today at 4:30pm CDT on @clubhouse as we discuss "Startup Go-To-Market Journeys: Sales, Marketing, Partnerships” #startups, #sales, #marketing, #partnerships, #GoToMarketStrategy

invite: https://www.clubhouse.com/event/xn533a8Q
Conor Daly
Hey folks, when reviewing a partnership contract, what are some areas you look for or areas that might raise red flags (both from a legal and partnership/operating perspective)?
Conor Daly
I know a lot of stuff may be pretty cookie cutter, but just anything to look out for or keep in mind based on everyones experience would be super helpful!
Toni Clark
Review the revenue share, it should be fair and how each partner will support sales enablement.
Marc Sachdev
Attribution is important, especially the details around what events to pay for (and not pay for). It gets complex very quickly.
Conor Daly
hm, got it - appreciate the input!
Joe Rhoton (Cision)
This is a great question, one that's pretty deep depending on a lot of things. I think it'd be a great webinar topic! <- acknowleding my reply adds ZERO value to the actual question, but just sayin! wink
Stacy L. Carlson
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we answer the question of How the Chrome Enterprise Recommended team is growing the partner ecosystem for Contact Centers

It can be difficult to determine the characteristics of your next growth partner. Many factors must be weighed before taking the next step. The wrong choice can have serious consequences for your business, so it is important to get it right.

Join Sue Fernand 8x8 and Jimmy Riordan, Google who will talk about the focus on growing their partner program through Contact Centers.

They will also talk about: • How their team put hyperfocus on the growth of Chrome OS + Contact Centers • What incentives and enablement tactics they will be focusing on • What challenges they have encountered and how they faced them head-on • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_ePQoVJ2PSFCuveJGIU1g8w
Jared Fuller
Calling all meme lords.

Who's got the jokes in image form, on top of current hilarious trends, and knows they can turn partnerships into memes on a regular basis?

If that's you, I have a secret project for you.

It may not make you famous, but your work will be shared far and wide.

But it also might make you famous… DMs or thread if that's you or someone like you!

Cc @Isaac Morehouse
Simon Bouchez (Sharework)
@Samia we might have an opportunity to work with @Jared Fuller here ;)
Jared Fuller
Both Self deprecating laughs of our profession as well as making fun of our colleagues in business battle are both appreciated. Want to talk @Samia ?
Samia
Hey Jared, I have a library full of partnership memes. We can connect here or on !
Jared Fuller
Email sent
LJ Scarpitto
Hi all! On February 15th at 1:00PM EST, Striven is hosting a webinar on "How To Increase Cash Flow Easily" moneybag

In just one hour you'll learn: • Why status quo cash flow methods set you up to fail • Ideal payment collection info cadences • Best practices for customer/client communication • Transaction fee no-brainers Register Here arrow_right https://bit.ly/3Gc57W2
Melissa Warren
Hi all - sharing my message again if anyone has any recommendations please do get in touch. I'm not looking for a platform but a company to support in our content creation, training and enablement materials - thank you
Larry Frisoli
@Melissa Warren I have colleagues at LEO learning who might be able to help. Also I just met a great Toronto based company called Metrix Group that might be able to help you. Let's jump on a call to discuss. https://www.howspace.com/meetings/larry-frisoli
Eirik G Bjornsen
Hi Melissa, DM’ed you a great suggestion. Really good company.
Melissa Warren
thank you both i have shared my email
Sanjay Goel (NachoNacho)
Hi All, need your help. We urgently need a full-time technically minded marketer, who understands SaaS, and can help us with SEO, content, blogs, email and social.  Can be anywhere in the world. 3+ years experience. Anyone you could refer?  Here’s the job description: https://angel.co/company/nachonacho/jobs/1783365-growth-marketer .  Please email me directly at .
Pete Nicholls
Hi folks, as HubSpot just reached the 1,000+ integrated apps goal, we have built the HubDo Marketplace https://marketplace.hubdo.com on the AppDirect platform. HubDo Marketplace is a hub of software, services and training that helps agency/resellers and their end-users to “Do More On HubSpot”. I’m keen to hear experiences of any ISVs who already integrate with AppDirect. We want to streamline ours based on lessons learned with other marketplaces. Please reply in-thread here or DM me. thanks Pete.
Emily Cozzens (PandaDoc)
Congrats on the milestone, Pete!
Stacy L. Carlson
@channel bangbangFINAL REMINDER… 10:00 am PT

How the Chrome Enterprise Recommended team is growing the partner ecosystem for Contact Centers

It can be difficult to determine the characteristics of your next growth partner. Many factors must be weighed before taking the next step. The wrong choice can have serious consequences for your business, so it is important to get it right.

Join Sue Fernand 8x8 and Jimmy Riordan, Google who will talk about the focus on growing their partner program through Contact Centers.

They will also talk about: • How their team put hyperfocus on the growth of Chrome OS + Contact Centers • What incentives and enablement tactics they will be focusing on • What challenges they have encountered and how they faced them head-on • + More REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_ePQoVJ2PSFCuveJGIU1g8w
Jared Fuller
Been working on this in the background for a while. No gimmicks, no catch. And I'm always plugging the CSA simple_smile and our community.

Announcing PartnerHacker.com and the first ever daily partner newsletter, PartnerHacker Daily (PhD) scream

https://www.linkedin.com/posts/jaredfuller_partnerships-partner-partnerecosystem-activity-6896813676402466816-UZke

Drop a comment on the linkedin post if you subscribe and we'll send you an advanced copy of the PartnerHacker Handbook coming soon too...

Thanks for the love peeps - it's the decade of partner ecosystems. Let's go!
Joe Lamoureux (Merkle)
Awesome stuff, Jared. Subscribed.
Matt Kamp
Subscribed. Looking forward to seeing them in my inbox
Michael De Veylder
subscribed!
Gabriella Solis
Hello! Relativity is hiring! We are seeking a Senior Account Executive - Global Advisory at Relativity! Let me know if you are interested in learning more! https://www.relativity.com/company/careers/available-positions/?id=daef9a34-f2ef-4abd-9739-7e47539ce492
Liz Garcia (Pandium)
One of the biggest challenges in partnerships is proving the entire impact. So next Tuesday at 3pm we’ll be hosting an expert discussion on How to Measure the Business Impact of Tech Partnerships with 5 ecosystem leaders, including the always insightful CSA President @Sunir Shah

We’ll be discussing best practices for measuring partner influence, retention and upsell impacts, marketplace leads, pursuing the untrackable, and more! Sign up here to attend the live event and receive the recording after:
Susan Marshall
Hi all! I am doing a little research into a question I get almost every day.. and that is, “What is the best way to measure partner influenced deals and how do I do that?” Does anyone have some good suggestions for me?
Sunir Shah
Just to be clear, I mostly work in self-service products. Anything touching the sales team in the above is probably pretty wobbly.
Robin Seidner
I like @Sunir Shah's approach for self-service! If sales is involved (and/or you're not a self-serve market), you have to give sales a reason to report accurately, because as I say often - _"Comp Drives Behavior"_ .

So, you'll want to have comp measurements related to partner-influenced deals, and a way to report on that in CRM (including deal registration, lead flows that are distinct by channel, co-selling field required to close an opp, etc).

It is a big question, and has a lot of dependencies in terms of how you sell and in what markets.
Jason Breed
So we are doing this in a pretty consistent manner. We have Partner Generated and Partner Influenced categories. Both are tracked in Salesforce Partner Generated - lead comes from the partner. Partner Influenced - This is a deal not generated by a partner (so Website, campaign, etc), but where we needed the partner to get the deal closed. Usually fills 1 of these 3 questions: 1. Did partner provide a service or solution that was required? (ie: we could not have won without it) 2. Did Partner commit pre-sales resources to help us win? (ie. creative, integration work, strategy sessions, etc) 3. Did Partner have a relationship at the prospect that helped to put us over the top? Myself and the sales lead usually confirm the influence - and we enter in Salesforce. I can run a report by deal or by partner to see which partners are influencing work and how much that helped overall bookings. To incent good behavior and reduce friction (as @Robin Seidner pointed out), we encourage Sellers to engage partners in deals as this helps them get more deals and faster deals. This works here. For Partner team, we incent by giving 1/3 of the normal commission, however it does not reduce the Partner Generated Target number.

Happy to answer more questions on this.
Susan Marshall
Thank you all! I am working on a guide as well.. and would love to share it for initial feedback before we publish. I’ll DM you all individually and would love to collaborate more on the topic.
Susan Marshall
WAIT….. I just saw that ^^^^^ @Liz Garcia (Pandium)!
Liz Garcia (Pandium)
haha, what a coincidence! Glad you signed up!
Bader Hamdan
Hey all, check out my latest LinkedIn post about our Tech Partnerships Ecosystem community on Clubhouse, a place where we can socialize, discuss, and network as a partnerships community. You don't want to miss an action packed ecosystem partnerships chat that's planned on March 2nd (more to come soon). Would love to have all of you join the social audio community where we continue the conversations offline as well. Chat with you all soon!

More about Tech Partnerships Ecosystem community: https://www.techpartnerships.club If you need a free invite: https://www.clubhouse.com/join/tech-partnerships-ecosystem/o9hvQDDF
Don Baron (Slack Partnerships)
Hey friends! Looking forward to speaking with @Sunir Shah, @Billy Robins , @Raphael (Aircall), and @Shailesh Powdwal on our panel next week!

I also wanted to let this rich network know that I’m hiring for a Sr. BD Mgr at Slack slack rocket tada! Job description can be found here … I’m looking for a seasoned BD manager who can help take our partners to the next level as we join forces with Salesforce to re-define the Digital HQ. Please shoot me an email if you’re interested or know someone who is!
Cody Jones (Zapier)
That’s it. I’m throwing in the towel at Zapier and coming to work for you, Don! pray
Lindsey Ward {CSA Managing Director}
@channel Happy Friday! tada it's time for another Board Member spotlight! flashlight

Meet @Steven Larsen! Steven has spent his career in B2B software to develop partnerships, expand into new markets, and launch new products and services. Formerly at Sisense, Xero, Zendesk and Deloitte. Additionally, Steven is the President of Central Coast Ventures that provides capital and advisory support to high growth, early stage startups in San Luis Obispo and Santa Barbara counties.

Make sure to say howdy! face_with_cowboy_hat
Sunir Shah
Steven is everyone’s favourite Treasurer, because he’s the one who pays for all the drinks around here.
Sunir Shah
Honestly, without Steven, this thing wouldn’t even exist. He’s been amazing forever. And he knows I feel that way!
Cody Jones (Zapier)
Awwww everyone has to love Steven, except if you’re on the other side of the negotiation table. joy
Lindsey Ward {CSA Managing Director}
@channel Happy v-day all!  revolving_hearts gift_heart

Instead of the usual chocolate_bar, wine_glass, and rose we got you all what we KNEW you truly wanted! A chance to see each other in person, in San Francisco at SaaS Connect! 

For this week ONLY use the code PARTNERLOVE to grab $75 off your SaaS connect tickets. Going with your partner team? Use the team ticket options, and grab that sweet discountchocolate_bar.

Can’t wait to see you all in April! 

www.eventbrite.ca/e/156007766429/?discount=PARTNERLOVE
Ashley Speight
Through partner marketing just got really simple..... and it's FREE with Channelyze.io when you are under 25 partners! https://land.chan-pages.com/shortUrl/C8q8BuHHCt57gLEC3
Amir Karmali (Daylite)
@Ashley Speight the video on the landing page is not loading. I’d love to learn more.
Ashley Speight
No issues from other places Amir. Feel free to book a call at https://calendly.com/channelyze-prm/30min and let's have a chat :)
Amir Karmali (Daylite)
Hi @Ashley Speight working for me now. I’ll connect shortly for a demo.
Ashley Speight
Looking forward to it simple_smile
Paddy McGill (PartnerPixel and Other SaaS Companies)
Looking for recommendations!

Hi friends, I'm looking to connect and speak with saas partners in the chatbot space with the view of integrating with their platform. Any good recommendations or people I should I connect with?
Mike Mathison
Hi Paddy! My name is Mike, and I work for Ada. Introducing my colleague @Eric Taucer to connect with you
Eric Taucer
Thanks for the tag, Mike! Happy to connect, Paddy. Taking this to DMs.
Paddy McGill (PartnerPixel and Other SaaS Companies)
Thank you! simple_smile
Josh Katz
Hi @Paddy Cleary I run partnerships for Capacity and would love to connect and discuss. Feel free to shoot me an email to
Alex Sirota
Make.com has lots of integration partners for chatbots. Several partners even specialize in it. Techflow.ai is one. Let me know if you'd like to explore this. Email me at
Lindsey Ward {CSA Managing Director}
@channel AGENDA ANNOUNCED for SaaS Connect 2022! tada megamegamega

The only conference by and for SaaS partnership leaders.

We have posted the agenda for SaaS Connect (April 27-28, San Francisco) with a few more announcements to come! mega SaaS Connect is the conference by and for SaaS partnership leaders. We build our conference agenda based on what you, our members, want to see, hear, and say.

We have outdone ourselves this year with: • Incredible partnership executive career stories like @Bryn Jones - PartnerstackLaura Padilla - Zoom, David A. Yovanno - Impact, and Scott Brinker - Hubspot + more! • Partnerships as the future of SaaS • Zero to One, building a partnerships function from the ground up • Overcoming the pressure of partnerships in a pandemic at Zoom • How Channel is changing: partnerships will revolutionize how you sell your SaaS But there's only one way to get there. arrow_downarrow_down https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Ashley Speight
Using Hubspot to manage your channel partners and ultimately your channel sales? Finding it a nightmare to track leads, deals, renewals, upsells, campaigns through partners? Check out our integration with Hubspot. It's a marriage made in heaven! https://land.chan-pages.com/shortUrl/nBe6CQd2yL5kXkZZ6 And we do all of our own voice over work!
Paul Higgins
Other than SaaS connect, what other podcasts are you listening to in the cloud space?
Jared Fuller
I have a very obvious bias on this one laughing

But even @Allan Adler said that PartnerUp ain't half bad

Otherwise for non partner pods, big fan Masters of Scale, Stratechery.
Allan Adler
Any Podcast where @Jared Fuller is riffing or asking probing questions. @Adam Michalski produces the always high quality Partnered Podcast.
Eirik G Bjornsen
Hi Paul. as mentioned by @Allan Adler the podcast of @Adam Michalski at Partnered is really good
Brendan Lorentz
+1 for @Jared Fuller
Ashley Taylor
Also gonna +1 on PartnerUp. The content is incredible, and @Jared Fuller is really thoughtful about how he publishes it too. I have some hearing loss, so I really appreciate that there is video and a transcript which makes it accessible for me when podcasts usually are not
Bader Hamdan
Hi all, save the date March 2nd at 11am CST. Tech Partnerships Ecosystem on Clubhouse will be hosting a thought provoking discussion in this "Decade of the Ecosystem" with @Jay McBain, @Jared Fuller, @Allan Adler, @Peter Lai, in partnership with Tech Talks and SaaS Ecosystem Alliance. You don't want to miss this and I'd love to have you all participate in the conversation!

Invite Link: https://www.clubhouse.com/join/tech-partnerships-ecosystem/X4IxyJ8r/MKvAVwY0
Sunir Shah
Hey folks, people ask me if we can upgrade to get the archive of the Slack channel. I update the public archive periodically. I have to do it manually, so it does get behind but here it is. https://www.cloudsoftwareassociation.com/slack

It would cost a whopping $25k/year to pay for Slack and open up your own DM history for searching. Every so often Slack grants a free trial, and you can access your history for 90 days however. If the community would be willing to raise the funds to pay for the Slack, then that is another option. (We’re a non-profit; however, Slack has not accepted our type of non-profit for discounting yet.)
Lindsey Ward {CSA Managing Director}
@channel Happy Friday! I'm very excited to announce David A. Yovanno CEO - Impact as one of our keynote speakers for SaaS Connect 2022! mega

Happening April 27-28th in San Francisco! David will be talking on how Channel is changing: partnerships will revolutionize how you sell your SaaS. Make sure to grab your tickets today before our Valentines code www.eventbrite.ca/e/156007766429/?discount=PARTNERLOVE expires!
Lina Parness
I jointed a webinar last week, now I'm getting so much email spam it's very distracting. Do all our partners sell our information?
Stacy L. Carlson
Are you saying you joined a webinar or you hosted a webinar with someone else?
Alison Piel
Hey Everyone! Excited to join this channel!
Ashley Speight
We're sticking on a webinar from the Channelyze camp for "The future of channel management". You can register for the event which takes place on the 7th March at https://teams.microsoft.com/registration/l9lJql2DlUGnyarmaIg9aQ,oCL-kSfjpECR_KAsnoEz3w[…]-KQ?mode=read&tenantId=aa49d997-835d-4195-a7c9-aae668883d69
Stacy L. Carlson
I have 6 spots for this weeks Masterclass with Norma Watenpaugh. Message in thread if you would like to grab a spot!

zapWhat your CEO should know about Partners and Ecosystems hot_pepper

Despite the fact that the largest and most successful companies in tech have massive partner ecosystems, do you still find yourself having to justify why it is important to invest in partnering?  label

Join Norma Watenpaugh from Phoenix Consulting Group who will talk about how to tell the story about the value and power of partnering with your leadership and colleagues.  fire

She will also discuss: • How do partners drive revenue, market share, innovation? • How does an ecosystem enable you to scale the organization and boost market valuation at IPO? • What kinds of partners are there? And how do each fit within the customer experience? • + More heavy_check_markFebruary 24, 2022 - 10:00AM PTheavy_check_mark
Kabir Mathur
Hi Stacy. I'd be interested in joining
Jenny Risch (Electric.ai)
Hi Stacy - I’m interested!
Jeremy Kenton
Is it possible to get the recording? I'm interested but have a scheduling conflict.
Corinne Bartow
@Stacy L. Carlson I’d like to join if there are slots left. THANK YOU for setting this up!
Gloria Castillo
Hi @Stacy L. Carlson, please sign me up if there’s still a seat available. Thanks
Landon Funsten
@Stacy L. Carlson I'd love to join - thank you!
KaraLynn Lewis
Hi Stacy, is it possible to get the recording? I have a conflict as well.
Ashley Speight
We are currently building a partnership focused LMS within Channelyze.io on the request of several of the vendors that we work with. We are currently allowing for blog style content, video content and mini quizzes throughout the courses. What other forms of content would people like to see within courses? Would audio only pieces be useful to anyone? I've never seen audio only content with LMS systems but if it's useful to people for learning on the go.... If you would like to get involved on the process of what we are building out, feel free to reach out too.
Paddy McGill (PartnerPixel and Other SaaS Companies)
Did your vendors tell you how they want to consume the content?
Ashley Speight
We've had input from 5 who requested it. Tried to mix the requirements together as much as possible. We've set it so it's not only for partners but also internal teams to consume too which is a request from a couple of them. We've done trackable completion of courses on an individual by individual basis and then we've added the ability to have video, written word and quizzes as steps along the courses. What would you want that would help you learn things Paddy? Maybe we are missing some stuff but 5 different vendors is generally a good amount to get general requirements.
Ashley Speight
Ahhh I've just realised that you don't know what we do. We provide software to vendors to manage their ecosystems. We are not providing content to vendors. Just the means for them to share it with their own partners.
Brendan Thompson
Hi Team! A colleague and myself are looking to go to SaaS Connect under our L&D budget. Are there any discounts available through the community to try and get in budget?
Nicholas Nicolo
Howdy wave -

I have a presentation next week with a potential strategic partner. The format is a 'general' presentation to educate a large number of their employees (both senior and junior) about our solution.

Can anyone share a template they've used for a similar scenario? Also open to any content you can share that might be helpful!

Thanks in advance, upside_down_face
Landon Funsten
I thought this guide from Crossbeam was great...
Nicholas Nicolo
Ty @Landon Funsten!
Len Martin
@Nicholas Nicolo hopefully you have some initial information about the prospective partner's pain points that you can address... Extra points if you have intel about the organization's most important objectives to which your company's solutions align simple_smile

General outline theme (not the agenda, though):

1. Why do anything? (The current situation/problem. How times have changed and now the new paradigm requires legitimate consideration.) 2. Why you? (Your company, instead of others) 3. Why now? 4. Some sort of CTA/call to action
Nicholas Nicolo
Thank you for sharing the format above @Len Martin! Yes, we do have insight into all of these. Any chance you have an example of a 'Why you' slide?
Landon Funsten
Does anyone have a good buyers' guide or review of all of the partner management/enablement and ecosystem tools out there?
Kelly Sarabyn (HubSpot)
@Landon Funsten we have this ebook on 76 vendors, in chapters based on what function they are serving https://www.pandium.com/resources/the-partner-tech-stack-vendor-review
Landon Funsten
thank you!
Daneal Charney
If you are a high-growth SaaS company and want access to relevant & timely people data to inform hiring and retention decisions, check out this opportunity.

The 2022 People Benchmark Report for High-Growth SaaS Companies report will:

loudspeakerBenchmark your business against others, against key metrics like productivity, retention and DE&I loudspeakerProvide you with a free copy of the "High Growth Saas People Benchmark Report" loudspeakerOffer one lucky winner a $500 donation to a charity of their choice loudspeakerFeature outperforming companies including Loopio, 7 Shifts, and Maple.

Click here to participate and receive your data * https://intellihr.com/2022-survey-people-benchmark-report

Cheers,

Daneal

P.S. If you want to download last’s year survey the password is ‘benchmark’ https://learn.marsdd.com/high-growth-saas-people-benchmark-report/
Liz Barrow
Doing some user research on partner teams. Would anyone be up to filling out this super quick survey (3 questions, 2 minutes)?
Jared Fuller
Hey hey hey everybody, hoping this is not a self promotional post as the end result will be free to everyone here simple_smile

I'm putting together the final chapters on the PartnerHacker HandBook releasing end of month/early April and am looking for a couple more standalone, seminal works between 3,000-5,000 words that can be chapters in the anthology.

They DO NOT need to be original.

We just need republishing permission from original author. Already have people like Avanish Sahai (Board of Directors at HubSpot), the one and only Sunir Shah, and a bunch of other mavens. Curious if anything stands out to you - if so feel free to send a DM!
Daniel Stevenson (Traction Consulting)
Hi. Quick poll. A client (B2B SaaS, ACV<$50K) is considering a referral program for qualified opportunities. Love the community’s opinion on 1) attractive reward (5%, 10%, higher of Year 1 ACV) and 2) how quickly the deal should close (<90 days, <180 days, etc.). Thanks!
Sunir Shah
What do the partners want?
Dan O’Leary
And, make sure the reps and account teams get paid of you'll be paying 10% to the company, and reps still won't care
Daniel Stevenson (Traction Consulting)
As always, referral partners wil vary. Some what access to discounts, and some want referral fees. THX
Sunir Shah
@Daniel Stevenson (Traction Consulting) what margin rates do they want?
Daniel Stevenson (Traction Consulting)
As you know, margin depends on contribution to the close.
Sonya Bearson
Is anyone else waiting for the Zoom meeting on transactional or relational affiliate programs? It was supposed to start at 10am Pacific but meeting hasn’t started yet. I tried Zoom and phone.
Lindsey Ward {CSA Managing Director}
Hey Sonya! Looks like this master class is not being done live this week, but will be recorded, and sent out. Apologies for the confusion. I'll get the link to you asap as soon as it's ready.
Stacy L. Carlson
Hi Sonya. The Masterclass is next week. There may be something I set up incorrectly though, so let me check.
Stacy L. Carlson
@Sonya Bearson sorry about that! The wrong date was put on the webinar. I’ve updated it for next week.
Sonya Bearson
Thank you!
Sonya Bearson
@Sunir Shah?
Sunir Shah
@Stacy L. Carlson ^^
Conor Daly
Hey Folks, I'm currently speaking with a large enterprise company who we work with. We're beginning to formalize a partnership (the partnership is pretty small in the grand scheme of things), but for things as simple as an NDA their lawyers do a ton of marking up. Their legal team is almost makes moving forward not make sense on our end.

How've you navigated around this level of red lining for a small partnership?
Cristina Flaschen
We deal with this a lot, esp with Fortune 500 companies. Honestly, the best thing I’ve found to do is communicate with your internal champion and try to get them to speak to their internal team. Often if someone in leadership says “hey, we really want this to work” it can significantly cut down on the amount of turns for redlines.
Rajan Arora
Hi @Conor Daly This sounds familiar simple_smile Another option is to draft a non-legally binding term sheet which outlines the key terms so each party can begin to work 'in good faith' until the agreement is executed. Happy to chat further as well.
Adam Metz
Lean on internal champion. Also, NDAs are typically meaningless.
Norma Watenpaugh
Ask to start with their paper...then you redline only the things that really matter to you.
Conor Daly
Thanks for the responses everyone, super helpful!
Rajiv Ramanan
there are also light weight formats such as teaming agreements..
Rajiv Ramanan
those will be faster to execute .. try them
Allie Schratz
Hi all -- does anyone have a tech PR agency/contact they love working with who might be open to a new client?
Neha Mistry
Which regions are you looking at ?
Allie Schratz
North America, ideally.
Lindsey Ward {CSA Managing Director}
@channel It's Monday! The BEST day of the week to buy tickets to SaaS Connect. Time for us all to get back together and talk partnerships in person! tada https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429
Stacy L. Carlson
@channel THIS WEEK! who else is in??

zapTransactional or relational Affiliate Programs? hot_pepper Is your affiliate program designed for relational partnerships or transactional ones? That question can make a difference in how successful your program is. In this Masterclass, we will look at the two types of programs and help you figure out which one is best. I’ll also provide some tips on how to get your affiliate program up and running. So, whether you’re just starting or looking to improve your current program, join me! label fire We’ve brought in Rob Balasabas of Uscreen who will discuss: • Setting up Partnership / Affiliate Communities • Building Relationship with Affiliates at Scale • Relational vs. Transactional Affiliate Programs • + More heavy_check_markMarch 10, 2022 - 10:00AM PTheavy_check_mark Register Here: https://us02web.zoom.us/meeting/register/tZIkcO-vrjsoGdB3lSONUgkmfBM9wfic9s21
Mari Zappa
hi @Stacy L. Carlson Was this Masterclass recorded?
Toni Clark
Question for HCM and ATS partner teams - Has anyone seen the prospectus for this year's Cornerstone and UKG partner conferences? I'm trying to figure out budgeting and it's been tough Tracking stuff down
Serena Rizza
Hi all ! does anyone have a job description for inside sales rep? we are looking to hire a position to be dedicated to supporting our partner sales- so basically an inside sales rep responsible for partner sourced lead demos.
Stacy L. Carlson
@channel TODAY! Don’t forget to sign up??

zapTransactional or relational Affiliate Programs? hot_pepper Is your affiliate program designed for relational partnerships or transactional ones? That question can make a difference in how successful your program is. In this Masterclass, we will look at the two types of programs and help you figure out which one is best. I’ll also provide some tips on how to get your affiliate program up and running. So, whether you’re just starting or looking to improve your current program, join me! label fire We’ve brought in Rob Balasabas of Uscreen who will discuss: • Setting up Partnership / Affiliate Communities • Building Relationship with Affiliates at Scale • Relational vs. Transactional Affiliate Programs • + More heavy_check_markMarch 10, 2022 - 10:00AM PTheavy_check_mark Register Here: https://us02web.zoom.us/meeting/register/tZIkcO-vrjsoGdB3lSONUgkmfBM9wfic9s21
Jason Breed
@Rob Balasabas I look forward to upping my game on Affiliate programs.
Matt Kamp
Will the replay be posted on the CSA youtube channel?
Adam Metz
When's the Scorsese one? Totally looking forward to learning how he did the shot composition for Mean Streets.
Aidan Weinrib
I'm not being let in the waiting room thinking_face
Rob Balasabas
It was good to meet some of you yesterday, thanks again to @Stacy L. Carlson and the CSA team for the invite to share some of the things we’re doing, hopefully there was some good takeaways for those that attended thumbsup
Adam Metz
Rob, is there a replay available?
Adam Metz
I have some founders in my discord that may want to view it if it is being shared outside of CSA. Totally understand if this is private to CSA members.
Jason Breed
@Lindsey Ward {CSA Managing Director} can you help here? timing?
Lindsey Ward {CSA Managing Director}
Hey @Adam Metz! the masterclass is private to CSA members! I highly recommend joining, we're going to be adding some new features to the membership in the next couple of months. ALSO if you plan on attending SaaS Connect in San Francisco, the membership is included in your ticket price. https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429?
Adam Metz
Good deal. I'll encourage some of the more mature members of our Discord to join as well.
Lindsey Ward {CSA Managing Director}
Love it. Let me know if you want to chat on it @Adam Metz Happy to hop on a call
Joseph Atallah
Hey, Looking for a company that sells software as a service. (SaaS) Or if anyone knows a website where I can search for software companies for any industry. Thank you in advance!
Brett Owens
Something like G2? https://www.g2.com/
Joseph Atallah
Please message me or react to this message and I'll come back to you^^
Ashley Speight
Another Channelyze update complete. We have built a fully blown channel learning management system that works across multiple tiers of the channel and promotes learning and readiness.

It feels like we release something new every single month. Last month we released through channel marketing automation and now learning management! Whatever could be next stuck_out_tongue

https://www.linkedin.com/feed/update/urnliactivity:6909072124074717184/

Start your free Channelyze.io account at https://app.channelyze.io

Get a demo with us at https://calendly.com/channelyze-prm/30min
Chris Gorsuch
Curious to hear from anyone in the community who have implemented a PRM recently for managing partners (not vendors who sell PRMs please wink) . I'm looking to understand how you personally went about modelling the uplift the PRM would bring to your partner acquisition and revenue. Also interested in first hand insight into your experience of getting a PRM up and running.
Dan O’Leary
If you have access, the Okta partner portal, and Snowflake portals are about as good as you can get. The Box one my team works with is also not bad - may be worth checking some of the partner programs you are a member of already to see how they are doing this and incentivizing their partners.
Travis Bradley
Have been using Zift, LMK if you want to chat.
Sunir Shah
@channel I’m getting super excited about SaaS Connect at the end of April. However, interestingly, it’s been.. well, 3 years! I am talking to a lot of new people who want to know why this event is so special to this community.

Can I ask a favour? Can you record a simple video (30, 60seconds) of why SaaS Connect means something to you? It would help a lot.

Plus, honestly, I haven’t seen anyone in years so it’d be nice for me too to hear your voice. :)
Kasey Bayne (Pocketed)
I have learned I can talk a _lot_ about why I love SaaS Connect wink https://youtu.be/ZDF8Q_RLycQ
Alexa Lebowitz
Does anyone know of any other partner directory generators/providers like PartnerPage?
Sunir Shah
@Kenny Browne @GJ - Apideck summoned
Alexa Lebowitz
thank you!
Cody Sunkel (Partner Fleet)
@Sunir Shah thanks for the recommendation. Alexa and I connected yesterday - great chatting!
Will St. Clair
Howdy all - our team is in process of updating our deal registration process and rules. Anyone come across any good documentation of best practices?
Sunir Shah
There are some guides. https://f.hubspotusercontent10.net/hubfs/7974168/Resources/Vartopia-Deal-Registration-Best-Practices-eBook.pdf

However, the main things to design for depend on the sales motion needs and the conflict management inside the organization and between partners.

Why does the partner need to talk to you in order to close a sale with the customer? What deliverables will you owe the partner to make the sale?

(e.g. do they need pricing, a co-sales person to help with the sale, a demo, sales engineering, etc.

Why does the partner need to talk to you to claim their incentive? What information do they need to give you to register the deal?

What other people may conflict with the partner during the sale? Other partners? Inside sales? Revops? Finance? What information do they need to manage the conflict?

How can you then simplify the above so it takes less clerical work from your partners to register the deal?
Sunir Shah
Finally, make sure there is positive feedback to the partner as they step through the process because it is clerical overhead and political if it gets into a conflict, so you want to stay positive and be encouraging and make it rewarding.
Will St. Clair
That's really helpful - thanks, Sunir!
Justin Zimmerman
Can I get your opinion? Joey, the Partner Manager at Trainual.com told me he built SMS into his new partner onboarding sequence. I interviewed him to learn more / why.

Is this a use case you'd consider too? If not, why? https://share.descript.com/view/jpHpNDEivTp
Sunir Shah
Yes. SMS is the new InMail. A channel that cuts through the inbox onslaught.
Sunir Shah
I suspect WhatsApp is next after SMS
Sunir Shah
Partner relationships are really important; it really helps to make yourself available over sms as an account exec.
Justin Zimmerman
Thank you @Sunir Shah and do you know anyone else using SMS like InMail?
Sunir Shah
Yes. My agency wanted me to do that
Sunir Shah
I declined though
Todd Odess
Most of the inside sales team at my former company relied heavily on SMS.
Todd Odess
there are too many communication tools out there, SMS cuts through it all and just goes straight to the contact.
Norma Watenpaugh
Fail to Plan—or Plan to Fail! Joint Planning for Partnering Success Join us: Thursday, April 7, 2022 9:00 AM- 10:00 AM PDT US

Our speaker, Jennifer Kula, Global VP, Strategic Alliances at OneStream Software, has worked with 14 start-ups over her career and worked with her first SaaS start-up in 1998! She will discuss the keys to joint business planning with partners to ensure success: ◦ How to coordinate and share resources to collaborate ◦ Aligning the partner planning to corporate objectives ◦ Engaging key stakeholders and executive sponsorship Register here on Linked In
Lindsey Ward {CSA Managing Director}
@here four_leaf_clover Happy St. Patrick's Day! four_leaf_clover We're very lucky, and happy to have such a vast group of partnership leaders here at CSA.

So to celebrate you all we've got a great code for everyone to use on their SaaS Connect registration. Use Code LUCKY today and tomorrow only for $50 off your tickets! Can't wait to see you all in April!rainbow https://www.eventbrite.ca/e/saas-connect-2022-tickets-156007766429?discount=LUCKY&aff=odeimcmailchimp&mc_cid=3dae4decad&mc_eid=df6d3dfad8
basem emera
Hi Everyone, hiring for this role which is currently listed in Utah but can be located anywhere in the US. Please reach out to your networks or apply within. https://apply.workable.com/go1careers/j/401DF68DFE/
Sunir Shah
please post to cloudsoftwareassociation.com/jobs to get it into the newsletter
Alexa Lebowitz
Hi all, I’m looking for B2C partner resources for a new Partnerships Coordinator to leverage. Any recommendations?
Lisa Thoman Lawson
Can anyone point me to any B2B2C partner programs where the company sells to an end consumer and partners with another company who sells to end consumers?
Sunir Shah
Indeed, we are about to promote the B2SMBi event in May in Napa Valley.
Liz Garcia (Pandium)
Join us on April 7th! - We'll be talking to the heads of tech partnerships for Square, Vonage, Talkdesk, Yotpo, and Amplitude about what works in terms of partner UX, creating an ecosystem culture, cross-functional collaboration, monetization and more! and we'll reserve 5-10 minutes for audience questions. Register here
Lina Parness
Does anyone established a partnership with GE healthcare, Philips, Siemens or something similar?
Sunir Shah
@Neeti Gupta might help
Ashley Speight
We are in the process of building an add on for the Channelyze platform to handle referral partnerships in a completely automated way. What we are doing up to now is giving the ability to turn ANY individual into a referral partner by collecting leads via their own audience on social media at the click of a button. We are attempting to eradicate the need for paid advertising if you have a large enough collection of referral partners in the system. I'm looking to speak with more companies that use referral partners to make sure that we cover the main requirements. Is there anything that you can't currently do with your referrals that you would like to be able to do?

Book a call with me if you are open to discussing your referral pain points https://calendly.com/channelyze-prm/30min

We are aiming for a months time before we release our referral engine to complement our multi tier channel management solutions.
KaraLynn Lewis
Hi Everyone! Does anyone have a contact within Zapier? We are using Zapier for many integrations, and are interested in learning more about our connection & leveraging it to integrate more customers!
Jake Wallace
@Cody Jones (Zapier) @Briana Strauss
Briana Strauss
Thanks @Jake Wallace it's been awhile and hope you're doing well!

@KaraLynn Lewis it's nice to meet you and glad to hear you have been using Zapier for many integrations! I took a peek and saw Trengo is currently a Beta partner on our platform. Happy to answer any questions you might have top of mind or feel free to reach out to our team at and we can with any questions you have there and explore more ways to leverage Zapier with your customers raised_hands
Justin Zimmerman
@Briana Strauss I was just thinking "you're the person" for ths.
KaraLynn Lewis
Thanks everyone! @Briana Strauss I will reach out to you in DM simple_smile
Lindsey Ward {CSA Managing Director}
@channel loudspeaker WHAT’S UP THIS WEEK? THURSDAY 10am PT

How do you establish successful partnerships with major SaaS companies? fire Join us for a lively SaaS Connect session on March 31 as Swaroop Kolli, CEO & Founder of Pronto, interviews Shreyas Sadalgi, Chief Business Strategy Officer at BetterCloud, about his experiences building partnerships with SaaS companies serving the mid-market, including Dropbox, Okta, and overcoming hurdles in SaaS ecosystem partnerships: Lessons & strategies

They will also talk about: • What are the gives and gets you should be thinking about in these partnerships, and what should mid-market companies plan for? • Which criteria and frameworks should you consider when recruiting and establishing SaaS ecosystem partnerships? • Once you’ve launched one of these partnerships, which GTM operational processes around co-selling and co-marketing should you put in place to ensure success? • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_GGGCorn8RnCMFxJnWzIXYA
Lindsey Ward {CSA Managing Director}
@channel loudspeaker Don't forget Tomorrow! 10am PT

How do you establish successful partnerships with major SaaS companies? fire Join us for a lively SaaS Connect session on March 31 as Swaroop Kolli, CEO & Founder of Pronto, interviews Shreyas Sadalgi, Chief Business Strategy Officer at BetterCloud, about his experiences building partnerships with SaaS companies serving the mid-market, including Dropbox, Okta, and overcoming hurdles in SaaS ecosystem partnerships: Lessons & strategies

They will also talk about: • What are the gives and gets you should be thinking about in these partnerships, and what should mid-market companies plan for? • Which criteria and frameworks should you consider when recruiting and establishing SaaS ecosystem partnerships? • Once you’ve launched one of these partnerships, which GTM operational processes around co-selling and co-marketing should you put in place to ensure success? • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_GGGCorn8RnCMFxJnWzIXYA
Sunir Shah
^^ Two of the smartest people in SaaS partnerships. That is going to be a good one.
Lindsey Ward {CSA Managing Director}
@channel loudspeaker TODAY 10am PT

How do you establish successful partnerships with major SaaS companies? fire Join us for a lively SaaS Connect session on March 31 as Swaroop Kolli, CEO & Founder of Pronto, interviews Shreyas Sadalgi, Chief Business Strategy Officer at BetterCloud, about his experiences building partnerships with SaaS companies serving the mid-market, including Dropbox, Okta, and overcoming hurdles in SaaS ecosystem partnerships: Lessons & strategies

They will also talk about: • What are the gives and gets you should be thinking about in these partnerships, and what should mid-market companies plan for? • Which criteria and frameworks should you consider when recruiting and establishing SaaS ecosystem partnerships? • Once you’ve launched one of these partnerships, which GTM operational processes around co-selling and co-marketing should you put in place to ensure success? • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_GGGCorn8RnCMFxJnWzIXYA
Sunil Kenth
@Lindsey Ward {CSA Managing Director} @Sunir Shah is there a recording of this webinar please?
Lindsey Ward {CSA Managing Director}
@Sunil Kenth sure thing! Send me you email and I'll get a copy over
Chris Gorsuch
Interested to hear from fellow partnership professionals on how they model projected revenue growth? Especially if your planning various initiatives and growth strategies AND don't have much historical data.
Sunir Shah
It depends what the purpose of the modelling in, let’s be honest. Are you modelling for an actual prediction or are you modelling to CYA with the CFO?
Sunir Shah
If it’s for real, then I would use the existential question analysis framework. What are the biggest risks that we need more information to answer? Then brainstorm quick tactical ways to learn to resolve them, and work iteratively to improve your model and understanding.
Sunir Shah
That is, break up the model into smaller pieces based on questions and answers.
Sunir Shah
If it’s for CYA, then here are some masterclasses that I did that I can share.

Market research. https://www.youtube.com/watch?v=3XS-iwjr6cs

And then what to do with the data. https://www.youtube.com/watch?v=UD_WIye7xJg

One final one about strategy planning with amazing Covid hair and covid children stampeding. https://www.youtube.com/watch?v=X6kuq9YiGxE
Dan O’Leary
Saw this in LI, congrats @Cliff Simon and team. LFG!
Cliff Simon
Thanks brother man!
Tori Barlow
Allbound recently published findings on How Remote Work Permanently Altered Security and Channel Sales. We noticed that 80% of respondents said that remote work has enabled them to source talent from other geographies that were not an option pre-pandemic.

In this post we break down what WFH means for partners’ businesses, how The Great Resignation impacted talent acquisition, and what partners need now more than ever.
Lindsey Ward {CSA Managing Director}
@channel Apply To Lead A Roundtable At SaaS Connect mega loudspeaker At lunch, we not only break the ice, but invite attendees to share their experience on the most difficult challenges we all face as partnership leaders. The best part? It’s led by you! Our members. Apply to lead dynamic conversations focused on:

• Acquiring customers through integration marketplaces • Platform business models and monetization • Channel distribution through resellers (agencies, SPs, SIs, MSPs, and affiliates) • Partner co-marketing, co-sales, enablement • Organizational alignment with sales, marketing, product, engineering, support • Growing and maintaining a platform ecosystem, developer relations, building your own app marketplace Have another idea for a roundtable? Let us know!

Apply here: https://sbweb.formstack.com/forms/saas_connect_2022_roundtables?mc_cid=4f01b4d7e6&mc_eid=UNIQID
Ian Cugniere
cc @Autumn Carter
Sunir Shah
People keep asking me what are the appropriate social protocols once meeting people again face-to-face at SaaS Connect. I know I am relearning how to behave in person. Handshakes, fist bumps, waves are ok. Elbow bumps are fine, I guess? but I still think they are dorky.

Slapping speakers randomly remains discouraged. I know it can be confusing.
Jared Fuller
We should have a poll for most likely to get slapped laughing
Sunir Shah
obviously me
Sunir Shah
I started the CSA because I lost a bar bet. Then I lost my hair.
Dustin Howes
Can I request being slapped on stage?
Sunir Shah
You can do anything once.
Lindsey Ward {CSA Managing Director}
@channel loudspeaker WHAT’S UP FOR NEXT WEEK? THURSDAY April 14th 10am PT

Leveraging The CS Journey To Accelerate Partnerships.

Today, SaaS Companies tend to focus on activating referral-based services channels against top-of-funnel KPIs. Unfortunately, misaligned incentives plague these programs, causing failures-to-launch. This is particularly a pain point for high-growth, high-complexity software organizations that truly need services. So why isn't it working?

They’re missing a key opportunity to leverage the full customer journey.

A more effective approach is to design and manage partner collaboration against the Customer Journey focusing on three core functions, Partner Product Management, Coaching & Alignment, and PLM.

Join @Andrew Porter from Pariveda, and Christy Dockendorf, Lenovo who will talk about driving revenue growth and improving customer satisfaction by reframing how to partner with Services Firms with the CS journey.

They will discuss issues like: • Expanding evaluation, and measurement of partners to include customer success metrics • Driving top-line revenue growth and improve gross margins • Reducing the need for in-house staff, allowing you to focus on your core product • Accelerating time to market and get new features/products to market faster • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_0E6OtTK3RgC6D2p4XjecjQ
Andrew Porter
Thanks @Lindsey Ward {CSA Managing Director}! We're really looking forward to sharing our perspectives next week
Lindsey Ward {CSA Managing Director}
It's going to be a great one @Andrew Porter! partying_face
Nina Babnik Klancar
Question about partner certificates: What do you send to your partners as a proof of their partnership level (tier), besides the typical wall plaques / digital (PDF) certificates? I'm looking for some fresh ideas face_with_monocle, wall plaques seem outdated. Thanks! simple_smile
János Vrancsik
Following nerd_face

I while ago I was checking out a few solutions but didn’t find the perfect fit

although having some sort of certificate/badge management tool makes the whole thing look more professional than just sending a badge that anyone can copy and put it on their website
Nicolas Laloum
Make NFTs instead of badges smile
Lindsey Ward {CSA Managing Director}
I used to create branded badges with the partners logo on it for each tier smile for web/ email etc.
Sunir Shah
@Nina Babnik Klancar Think about it from why it matters.. go-to-market outcomes.

• Sure, a trophy is good if they have in-office client visits. Rare these days but it happens. • Graphic for the website, email, etc. with a link to a page on your site not only confirming their partnership level, but with lots of praise from you to them so clients gain confidence in their skills. • From your website as well, a place for your customers to discover them as tiered partners when they need to source solution partners. • Co-marketing: email, blog, social, webinar, in-person event presence (tickets, speaking, workshops, etc). • Co-sales: priority list for the sales team when sourcing an SP to close a sale. • MDF. Pay for their tickets to conferences if they wear your swag. Pay for customer dinners. However, swag matters too. Clothing (hats, tshirts, socks) and desk items for their staff (pens, mugs, whiteboards, etc) and office equipment (foosball, darts, coffee machine, etc). The point is that every month some staff member is reminded you exist, so keep you top of mind when a client problem comes through the door that you can solve.
Lindsey Ward {CSA Managing Director}
Swag is an excellent idea as well^ We had some great shirts created with the partner logo. The design was cool enough that our partners (and us!) actually wanted to wear them coffee
Sunir Shah
@channel bangbang TWO WEEKS TO GO.

SaaS Connect 2022 is back and it is jammed pack with channel, tech, and ecosystem partnerships. After 3 years without the network being together face-to-face, you can’t miss this year. Refresh and reinvigorate your own professional network in 2 days in San Francisco, April 27-28.

> “SaaS Connect was the most valuable in-person industry event I’ve ever attended during my career. It’s all the great advice, intros, and meetings, with none of the filler.” -- Clay McDaniel (VP GTM Vista; formerly CEO, Ripl) REGISTER + AGENDA: Prices will go up NEXT WEEK exploding_head. See who’s already coming and the agenda on http://saasconnect.org.
Lindsey Ward {CSA Managing Director}
@channel loudspeaker fireWHAT’S UP FOR THIS WEEK? THURSDAY April 14th 10am PTfireLeveraging The CS Journey To Accelerate Partnerships

Today, SaaS Companies tend to focus on activating referral-based services channels against top-of-funnel KPIs. Unfortunately, misaligned incentives plague these programs, causing failures-to-launch. This is particularly a pain point for high-growth, high-complexity software organizations that truly need services. So why isn't it working?

They’re missing a key opportunity to leverage the full customer journey.

A more effective approach is to design and manage partner collaboration against the Customer Journey focusing on three core functions, Partner Product Management, Coaching & Alignment, and PLM.

Join @Andrew Porter from Pariveda, and Christy Dockendorf, Lenovo who will talk about driving revenue growth and improving customer satisfaction by reframing how to partner with Services Firms with the CS journey.

They will discuss issues like: • Expanding evaluation, and measurement of partners to include customer success metrics • Driving top-line revenue growth and improve gross margins • Reducing the need for in-house staff, allowing you to focus on your core product • Accelerating time to market and get new features/products to market faster • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_0E6OtTK3RgC6D2p4XjecjQ
Rita Varga
Hi everyone , I am looking for members in the hosting and website building space or online advertising. Anyone happy to share insights on partnership models?
Tishya Khanna
Hi Partner Community, Have you ever leveraged SDRs for pipeline generation and been successful? How have you driven this and what are some ways in which you can make them successful in generating pipe around a specific partnership. Cheers!
Sunir Shah
Hi Tishya! Just to be clear because the answers vary… what pipeline are your referring to? New partner acquisition or new customer acquisition inside a partner channel? or something else?
Sunir Shah
@channel TWO WEEKS TO GO! Can you afford not to come to SaaS Connect?

SaaS Connect is the best networking for SaaS partnership professionals. We run the event because we need the instant network--and after 3 years virtual, we need face-to-face time!

We give you

1) the attendee list 2) personal meeting tables 3) 1:1 mentoring 4) opportunities to get on the agenda by leading a roundtable 5) parties 6) membership to the Slack community year round.

Register now! We are on track to sell out and then you’ll have to wait until 2023. http://saasconnect.org
Alex Sirota
Just registered! Looking forward to hearing how the partner ecosystem is growing and meeting with my friends from make.com.
Sunir Shah
nice
Dustin Howes
is there a place to book personal meeting tables? Maybe an internal platform to the conference that I missed?
Sunir Shah
Brella! Ella Ella Ella oh oh
Sunir Shah
I think the email last night failed. Will resend
Sunir Shah
For the record Tom Holland’s version of Brella is hands down my favourite. Of course it is. Rihanna can take the silver.
Sunir Shah
Email delayed due to Tom Holland
Dustin Howes
I’ve always been a fan of Mary Poppins
Alex Sirota
Huh?
Sunir Shah
I am watching Tom Holland’s Lip sync battle because it’s more important to me than SaaS connect clearly
Dustin Howes
Umbrella nerd humor, don’t mind us
Sunir Shah
It’s even better when you realize Zendaya absolutely crushed her Bruno Mars cover and then Tom just came out with this performance.
Dustin Howes
You do you @Sunir Shah
Sunir Shah
@Dustin Howes I sent the email. Did you get it?
Dustin Howes
Yes, signing up now
Dustin Howes
@Sunir Shah what do you suggest for meeting locations?
Sunir Shah
We have 7 meeting tables in the venue; networking hall; and outside the event space there’s floor space which is quite useful (it’s inside the westfield mall)
Alex Sirota
If we get bored we can shop til we drop.
Michael Bauer
Hey all! Excited for the event. Level Equity and Level Structured Capital provide $3m - $100m of growth debt and/or equity to SaaS businesses with $2.5m+ of ARR. If I can be of help in thinking through capital planning and discussing the pros and cons of different types of capital don't hesitate to reach out!
Lindsey Ward {CSA Managing Director}
@channel Don't forget TOMORROW! fire

Join @Andrew Porter from Pariveda, and Christy Dockendorf, Lenovo who will talk about driving revenue growth and improving customer satisfaction by reframing how to partner with Services Firms with the CS journey.

They will discuss issues like: • Expanding evaluation, and measurement of partners to include customer success metrics • Driving top-line revenue growth and improve gross margins • Reducing the need for in-house staff, allowing you to focus on your core product • Accelerating time to market and get new features/products to market faster • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_0E6OtTK3RgC6D2p4XjecjQ
Liz Garcia (Pandium)
Tomorrow the SaaS Ecosystem Alliance is hosting a Partner Tech Showcase tada

Whether you’re looking for specific solutions to build, grow, scale or monetize your partner program, or you’re just curious about what’’s out there, join us to see a bite-sized look at 8 ecosystem products built to accelerate your partnerships.

Register here!
Lindsey Ward {CSA Managing Director}
@channel loudspeaker fireDon't Forget TODAY! 10am PTfireLeveraging The CS Journey To Accelerate Partnerships

Today, SaaS Companies tend to focus on activating referral-based services channels against top-of-funnel KPIs. Unfortunately, misaligned incentives plague these programs, causing failures-to-launch. This is particularly a pain point for high-growth, high-complexity software organizations that truly need services. So why isn't it working?

They’re missing a key opportunity to leverage the full customer journey.

A more effective approach is to design and manage partner collaboration against the Customer Journey focusing on three core functions, Partner Product Management, Coaching & Alignment, and PLM.

Join @Andrew Porter from Pariveda, and Christy Dockendorf, Lenovo who will talk about driving revenue growth and improving customer satisfaction by reframing how to partner with Services Firms with the CS journey.

They will discuss issues like: • Expanding evaluation, and measurement of partners to include customer success metrics • Driving top-line revenue growth and improve gross margins • Reducing the need for in-house staff, allowing you to focus on your core product • Accelerating time to market and get new features/products to market faster • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_0E6OtTK3RgC6D2p4XjecjQ
sharon hiu
@Lindsey Ward {CSA Managing Director} Hi Lindsey, sorry I missed this. Is there a replay of this session? Would be interested in understanding how vendors are measuring and partnering with services partners
Lindsey Ward {CSA Managing Director}
Hey Sharon! Yes this will be available soon. Please send me a DM, and I'll send along the video when it's ready
Lindsey Ward {CSA Managing Director}
sharon hiu
Just saw your message. Thanks much!
Lindsey Ward {CSA Managing Director}
My pleasure!
Srivatsan Nemili Aravamudan
wave Hi everyone! I am BDM at Rootquotient.com - a software development agency based here on Toronto. We ramped up our team (due to demands) and some engagements are taking longer than usual to set in. As a result we have at least 5 developers (frontend/backend/mobile) who are ready to take on work on staff augmentation or time and material model . Here is the stack we work on > Backend - Node Express/GoLang/Django Python/Laravel PHP/Ruby Rails > FrontEnd Dev - Angular/React/Vue > Cross Platform Mobile Dev - Flutter/React Native. happy to connect and answer any questions you may have https://www.linkedin.com/in/srivatsana/
Will Taylor
Welcome smile
Srivatsan Nemili Aravamudan
pray
Ashley Scorpio
Where are people staying for SaaS Connect? Every hotel I look up or call is sold out
Jessie Shipman
I found some space at an AirBnB hotel. Looks mildly shady, but had 5 starts and lots of reviews ding
Ashley Scorpio
Noted, TY
Sunir Shah
@Ashley Scorpio Pickwick is good
Lindsey Ward {CSA Managing Director}
@Ashley Scorpio I believe Hotel Zetta has a few rooms. DM me for details
Sunir Shah
@channel scream scream scream REMINDER. SaaS Connect prices go up tonightbangbang It’s not coming back until 2023. Don’t miss out on 200 companies, 400 partnership execs, and the only conference that truly understands you. http://saasconnect.org
Sunir Shah
@channel We’re recruiting 2 volunteers for SaaS Connect. Comes with a free ticket, free drinks, free networking! help us with the greeting and mic running during the session. Anyone interested?
Brian Jambor
I nominate @Yunita Hollinger. She is local, incredibly great at networking and remembering the little details about people (the perfect person to greet people at the conference), and delightful to work with.
Yunita Hollinger
Awww….thank you @Brian Jambor
Sunir Shah
thank you!
Tishya Khanna
@Sunir Shah let me know if looking
Sunir Shah
@channel One other dumb question heading into SaaS Connect. What are you being measured on in your role? Doing a round up of KPIs.
Carolyn Williamson (CommentSold)
Single focus - New GMV
Vishal Vachani
Overall increase in SaaS transactions over Perpetual and specifically $$ via Channel/Partners
Rajan Arora
MBOs given it's Y1, after that, a mix of MBOs and ARR Sourced.
François Grenier
partner-sourced and partner influenced opps
Aidan Weinrib
Why is this a dumb question? I love this question.

• # partner-sourced signups • % MRR • acv/ote efficiency of my team
Sunir Shah
@Aidan Weinrib it makes me feel dumb. I am always learning something interesting from this question.
Sunir Shah
@Rajan Arora what do you mean by the acronym MBO?
Nick Valluri
MBO = management by objective (i.e. goal is the KPI, not the metric it moves). similar for us in year 1
Nick Valluri
year 2 = revenue shared to partners. partner sourced opps, integration usage and associated TAV with that usage (i.e. x customers worth $XM are using the salesforce integration)
Eric Chan
Partner Recruitment - get them excited about our program Partner Scorecard / Maturity Model - do people like us / want to work with us / are we best friends
GJ - Apideck
Hi everyone! At Apideck, we’re currently compiling the Platform Maturity Benchmark Report for B2B SaaS businesses. It provides valuable insights into the state of APIs and integrations in the industry. Our goal is to help B2B SaaS operators understand how their product performs alongside their peers, how best-in-class companies are doing, and how to make an impact on the numbers.

We would love to include your viewpoint on this. In order to participate, we’d like to invite you to take a 5' survey. In exchange, you’ll get an individual maturity assessment which you will be able to compare to industry data.

The survey: https://07m2in3e4ii.typeform.com/to/TByVMfbt
Lindsey Ward {CSA Managing Director}
@channel bangbangOnly ONE week left until SaaS Connect. It's not too late to register, and connect with over 400 SaaS Partnership leaders! Speaking of! Our event app also launched this week. One on one meetings are booking like crazy. Don't miss outfiregrinninghttp://saasconnect.org
Nicolas Grenié
Really excited! :) I was trying to make my agenda but I see an issue in the Brella app every time I try to access the detail of a session or speaker :(

JSON Parse error: Unexpected identifier "object"

I restarted the app several times
Lindsey Ward {CSA Managing Director}
Thanks for posting that error! I’m going to connect with our Brella team to resolve it!
Alex Sirota
Confirmed it's still happening.
Lindsey Ward {CSA Managing Director}
I've sent off the request to Brella. Hopefully it will get resolved today, but I'll update this thread as soon as I hear back
Lindsey Ward {CSA Managing Director}
Hey all! Brella let me know that the agenda error has been fixed! Try creating your agenda again, and let me know if you run into any trouble!
Lindsey Ward {CSA Managing Director}
@channel with SaaS Connect only a week away, what is everyone most looking forward to attending on the agenda? eyes https://www.cloudsoftwareassociation.com/saas-connect/#agenda
Bob Moore
Excited to see the @Brittany Wroblewski talk about G2 data and the state of the partner stack
Yunita Hollinger
I'm excited to attend all on the agenda, especially the tech ones. But what I'm most excited is that I finally will get to meet and thank the legend @Norma Watenpaugh in person. I reached out to her cold on LinkedIn when I was trying to break in into partnerships from sales. And she was so kind and generous with her time and advice. Fast forward 2 yrs later, I'm now part of this amazing partnerships ecosystem raised_handspray
Norma Watenpaugh
Yunita, I look forward to meeting you too. Didn't realize you would be at Saas Connect.
Lindsey Ward {CSA Managing Director}
Make sure you're all in Brella! You can chat there, and set up a meeting smile @Norma Watenpaugh @Yunita Hollinger
Yunita Hollinger
Thanks for the heads up, @Lindsey Ward {CSA Managing Director}! We’ll see you in Brella next wed!
Randy Fahrbach
I'm curious what my peers are experiencing to find the right partners to sell your products. How much time do you spending each week on partner discovery? mag_right https://www.linkedin.com/posts/partneroptimizersaasmax_channelchiefs-channelexecs-cha[…]nZFC?utm_source=linkedin_share&utm_medium=member_desktop_web (edited)
Jared Fuller
Sharing this for all the first time partner managers out there on your teams.

Matt Cameron’s bootcamps changed my life, and this is exactly the kind of thing first time partner managers need:

https://www.linkedin.com/posts/jaredfuller_partnerships-activity-6922897425829408768-KwFp?utm_source=linkedin_share&utm_medium=member_desktop_web

Sharing / endorsing based on personal experience.

Hope it’s helpful for those of y’all looking for training for your first time partner managers. LMK if you have questions.
Briana Strauss
Plus 1 to this - I took Lisa's class a few years back. Great program overall and Lisa is the best.
Michelle Artreche
Hi everyone! hugging_face I'd like to extend an invite for you to join us as Tackle’s Chief Cloud Officer, Sanjay Mehta, Cory Schickendantz of DataStax, and Teresa Letlow from StreamSets, Inc share their Cloud GTM expertise. You’ll walk away with a better understanding of -What a Cloud GTM is and all of the moving parts -How to build a Cloud GTM team -Why and how you can build a “better together” story Register here: https://info.tackle.io/level-up-your-cloud-gtm
Amelia Roberts
Anyone have a QBR template that this actually helpful?
Dan O’Leary
Yep! It's part of my free like a free burrito course in the Partner Growth Academy, it's a variation of the QBR deck I use with my top managed partners https://www.reveal.co/building-a-high-impact-partner-program/introduction.

LMK if that works for you @Amelia Roberts
Sunir Shah
@channel Did you consider coming to SaaS Connect but lack the travel budget? I have 10 scholarship tickets ($99 a piece) available.

Thank you Robyn Hazelton and Intellum, true leaders in elearning. They really understand the value of professional development, especially for partnership professionals like us.

DM me
Yunita Hollinger
This is wonderful news! Appreciate how you and the whole team are very supportive on the value of professional development.
Sunir Shah
I try! I had to figure out partnerships from zero when I started. It helps to have a community.
Will Taylor
Love it! That’s an opportunity you can’t miss ^ heart_eyes
Jamie Arias
@Sunir Shah Do we need a code for the Brella for the conference? I just downloaded it, so I am ready for next week.
Sunir Shah
secret for attendees
Sunir Shah
will dm
Hannah Abrams
Hi all!

One of our staff writers Zoë Kelly is working on an article about the role of partner marketers. She's hoping to talk with folks who are either currently working as partner marketers or who have hired partner marketers onto their teams.

You can reach out to her at or schedule a 45-minute conversation with her at https://calendly.com/zkelly23.
Arnaud Lasson
wave Hi everyone! Just saying hi as I am a new member, and wondering who will attend SAAS Connect?
Sunir Shah
I am considering it. @Lindsey Ward {CSA Managing Director} is trying to convince me.
Lindsey Ward {CSA Managing Director}
You already got your ticket! It would be a waste
Lindsey Ward {CSA Managing Director}
joy
Sunir Shah
I have been informed that is not funny.
Sunir Shah
Welcome @Arnaud Lasson
Aniket Kibey
Hi Everyone!

We are in initial stages of our Referral partner program, we're a Data Integration SaaS startup. What would be some good platform specifically to recruit partners at scale.

We do have some partners onboarded, but want to scale it up.
Shane Barker
Hello folks! I’m on a train with @Dustin Howes heading to the conference (as we speak)! I’m looking forward to seeing/meeting everybody!
Dustin Howes
So meta
Lindsey Ward {CSA Managing Director}
Looking forward to meeting you guys!
Brett Owens
Naturally @Dustin Howes brings out the peak performer in everyone nearby grinning
Tyrone Lingley
It's a beautiful morning in SFO, excited to see everyone at SaaS connect today!
Arnaud Lasson
Good morning everyone, ready for a great day!
Lindsey Ward {CSA Managing Director}
Looking forward to meeting everyone today!
Anastasia Hambali
Can't wait to see you all IRL!
Chip Rodgers (WorkSpan, Bay Area)
It's starting!!
Ashley Scorpio
Here at SaaS Connect! Looking forward to meeting all of you.
Ali Syed
How do you get into the venue, doors locked thinking_face
Ali Syed
FYI Made it in
Sunir Shah
835 market st
Sunir Shah
Between Walgreens and target
Ali Syed
In, thanks!
Will Taylor
Big news today AT SaaSConnect! So excited to have our wonderful launch partners with us and the opportunity to celebrate with everyone in person. Would love your support on this post and join us in celebrating simple_smile prayhandshake: https://www.linkedin.com/posts/jaredfuller_in-2006-clive-humby-boldy-proclaimed-data-activity-6925466789753540608-ZxPp?utm_source=linkedin_share&utm_medium=member_desktop_web

If you’re at SaaSConnect, pop by the PartnerHacker booth at 4PM today for some drinks and more celebration!
patricia rush
if you are responsible for website content for your own business, clients, partners, etc. this is an important update from the ADA.gov under the Dept of Justice Civil Rights. Websites must be accessible for users with disabilities. https://beta.ada.gov/web-guidance/
Ty Frankel
That was awesome.

Pleasure to meet everybody.

PartnerStack put on a classy event last night on a yacht.

Great work @Sunir Shah and the team, cheers clinking_glasses
Jason Fleagle
Was so great to connect with you! Looking forward to talking again soon!
Sunir Shah
Thank you everyone for SaaS Connect
Ali Syed
Loved the energy at the event! Bravo to you and the team for arranging everything. Already awaiting next years event!
Ty Frankel
Was awesome!!! See everybody next year
Alex Sirota
Amazing show Sunir! Congratulations to the whole CSA team for continuing to support all the partnership efforts!
Sunir Shah
@channel Hey everyone! Are you planning on going to SaaStr Annual (Sept 13-15, Bay Area)? The Cloud Software Association has negotiated a group buy that is $100 BELOW even the team ticket prices. It’s available to you, your coworkers, your partners, your friends. We sell tickets in packs of 10. That’s the best deal you can get ANYWHERE.

If we have 100 members and colleagues attending, the Cloud Software Association will put together a lounge in SaaStr we can all use for our own meetings, meetups, networking during the show. SaaStr is outside again this year. Having a homebase is a superpower during the conference!

SIGN UP HERE https://www.cloudsoftwareassociation.com/saastr
Tom Elliott
@Sunir Shah Thanks for hustling this deal! I’m not totally understanding your “ask.” Do we have to commit to ten tickets per org? Or do you mean “a single ticket (or more), and CSA will buy in packs of ten?”
Sunir Shah
no, you commit to whatever you’re buying
Sunir Shah
we build packs of 10 out of the members
Sunir Shah
then buy in a block
Tom Elliott
Thanks. Your email that arrived about 10m after I posted made that clear. Thanks!
Sunir Shah
lol
Tom Elliott
Any hope of us buying CSA sponsorship to a meetup and/or lounge?
Sunir Shah
yes
Sunir Shah
@Lindsey Ward {CSA Managing Director} ^^
Sunir Shah
We can’t sponsor the lounge at SaaStr, but we are having drinks offsite
Tom Elliott
I was looking at the fairgrounds etc. the other day. Challenging location to do anything off-site.
Lindsey Ward {CSA Managing Director}
Hey @Tom Elliott! We're trying to find a few ways around that location challenge, but let's chat sponsorships, and see where we land
Tom Elliott
@Lindsey Ward {CSA Managing Director} Thanks! Can you write and let’s set up a chat?
Lindsey Ward {CSA Managing Director}
@channel What's up this week? THURSDAY MAY 5TH! fire Accelerate Success with AppExchange: Learn Best Practices from Aforza's Visionary CEO

Ever wondered what building a business on the Salesforce platform entails and how to reach an expansive customer base?

Join Julie Jacobson - Senior Director, AppExchange Marketing - Salesforce, and Dominic Dinardo CEO and Co-Founder of Aforza, for this conversation about a visionary entrepreneur as he embarks on his journey with AppExchange.

Dominic Dinardo, CEO and Co-Founder of Aforza, an industry cloud company dedicated to the consumer goods sector, shares why it took 17 years for him to follow through with his idea for Aforza, the best way to get feedback, and top tips for entrepreneurs today.

Dominic shares, “_Industry cloud companies done well can be very successful. The pattern was always obvious. Taking the power of the Salesforce Platform and pairing it with specific industry knowledge has proven to be successful over and over again_.”

They will discuss issues like:

• Getting inside the minds of world-class entrepreneurs, and learning how they went from the starting block to series funding, and much more. • Leveraging Salesforce and AppExchange to help your business innovate and scale to new heights. • Following in a successful company’s footsteps and learn about Industry Cloud Pattern Matching • + more Don't forget to register! arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_Or2PFbFqREy1nYEqqMyo_g
Yunita Hollinger
@Lindsey Ward {CSA Managing Director} I was wondering if we register, are we going to get the recording afterward? I’m sure many of us would like to attend live, but sometimes our schedule doesn't permit.
Lindsey Ward {CSA Managing Director}
Yes @Yunita Hollinger! Absolutely! the recording will be released a few days later
Lindsey Ward {CSA Managing Director}
Sunir Shah
For those who missed the Salesforce AppExchange intensive last week at SaaS Connect or TrailheadDX, this session is for you.
Julie Jacobson
wave Hi everyone! Lovely to meet you and be here. Looking forward to our event on Thursday!
Lindsey Ward {CSA Managing Director}
@channel Don't forget! TOMORROW! fire Accelerate Success with AppExchange: Learn Best Practices from Aforza's Visionary CEO

Ever wondered what building a business on the Salesforce platform entails and how to reach an expansive customer base?

Join @Julie Jacobson Jacobson - Senior Director, AppExchange Marketing - Salesforce, and @Dominic Dinardo CEO and Co-Founder of Aforza, for this conversation about a visionary entrepreneur as he embarks on his journey with AppExchange.

Dominic Dinardo, CEO and Co-Founder of Aforza, an industry cloud company dedicated to the consumer goods sector, shares why it took 17 years for him to follow through with his idea for Aforza, the best way to get feedback, and top tips for entrepreneurs today.

Dominic shares, “_Industry cloud companies done well can be very successful. The pattern was always obvious. Taking the power of the Salesforce Platform and pairing it with specific industry knowledge has proven to be successful over and over again_.”

They will discuss issues like:

• Getting inside the minds of world-class entrepreneurs, and learning how they went from the starting block to series funding, and much more. • Leveraging Salesforce and AppExchange to help your business innovate and scale to new heights. • Following in a successful company’s footsteps and learn about Industry Cloud Pattern Matching • + more Don't forget to register! arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_Or2PFbFqREy1nYEqqMyo_g
Dominic Dinardo
I am looking forward to tonight's session! simple_smile
Lindsey Ward {CSA Managing Director}
@channel TODAY! fire Accelerate Success with AppExchange: Learn Best Practices from Aforza's Visionary CEO

Ever wondered what building a business on the Salesforce platform entails and how to reach an expansive customer base?

Join @Julie Jacobson Jacobson - Senior Director, AppExchange Marketing - Salesforce, and @Dominic Dinardo CEO and Co-Founder of Aforza, for this conversation about a visionary entrepreneur as he embarks on his journey with AppExchange.

Dominic Dinardo, CEO and Co-Founder of Aforza, an industry cloud company dedicated to the consumer goods sector, shares why it took 17 years for him to follow through with his idea for Aforza, the best way to get feedback, and top tips for entrepreneurs today.

Dominic shares, “_Industry cloud companies done well can be very successful. The pattern was always obvious. Taking the power of the Salesforce Platform and pairing it with specific industry knowledge has proven to be successful over and over again_.”

They will discuss issues like:

• Getting inside the minds of world-class entrepreneurs, and learning how they went from the starting block to series funding, and much more. • Leveraging Salesforce and AppExchange to help your business innovate and scale to new heights. • Following in a successful company’s footsteps and learn about Industry Cloud Pattern Matching • + more Don't forget to register! arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_Or2PFbFqREy1nYEqqMyo_g
Cristy Garcia
Hi everyone! impact.com is holding our annual Partnerships Experience event on June 14 in NYC. We asked Trevor Noah to be our special guest!
Dustin Howes
nice pull Cristy!
Cristy Garcia
Cristy Garcia
Learn more about the Partnership Economy by registering here: https://ipx22.splashthat.com/
Sanjay Goel (NachoNacho)
I saw a presentation in a CSA community (linkedin, slack, etc.) that talked about how use of SaaS in SMBs is growing.. anyone has that link? Thanks!
David Gorman
I would to see this too. Exactly what I am working on
Sunir Shah
one of those?
Sanjay Goel (NachoNacho)
It was another one, but all the above are super relevant too… thanks!
David Howard
I registered for the webinar yesterday then couldn't attend... is there a recording? _AppExchange: Learn Best Practices from Aforza's Visionary CEO_
Sunir Shah
yes! subscribe to the youtube channel. it goes up as soon as Content Allies finishes editing it
Betsy Berlin
wave Hi everyone!
Lindsey Ward {CSA Managing Director}
Hi Betsy! Great to have you!
Betsy Berlin
Thank you Lindsey.
Glen Roth
question: do you use a 3rd party provider to power the partner directory on your website? if yes, who do you use?
Sunir Shah
Well, because I’m neutral and I love all Cloud Software Association members equally, especially the ones that buy me free drinks, AppDirect, PartnerPages.io, PartnerFleet.com, APIDeck, Wordpress, Airtable, are options.
Sunir Shah
Others can probably tell you their experiences with the above.
Dan O’Leary
My favorite example is https://zapier.com/experts @Glen Roth, as an end customer it's the best one I've used. Powered by Partner Page IIRC
Carolyn Williamson (CommentSold)
woman-raising-handPartnerpage user here - the Klaviyo directory is another great example for them
Betsy Berlin
Not sure - would need to check with marketing.
Sunir Shah
Wow, 4000 members today!
Sunir Shah
Some tips: • Set your display name to First Last (Company) so it’s easier to find you • Join #channel-partnerships and #tech-partnerships and ask questions there • Add your yourself as a Member of the Cloud Software Association on LinkedIn
Betsy Berlin
Curious about what Sensory Cloud AI can do for Customer Experience? SensoryCloud Biometric Voice & Face Recognition for CX, Call Center Agent Authentication and several proven use cases.
Dave Weinberg
Howdy! Great seeing so many of you in person at #saasconnect simple_smile

My company, Before, one of the talent partners for this community (more on that coming very soon) is about to launch a “Coffee Fund” to help in a tiny way those going through a new job change whether due to the current crisis or otherwise.

URGENT NEED: Looking for a platform partner who can help us on the backend create and deploy digital charge cards (visa/mc — not gift cards) so users on the receiving end can just use their phones to pay for coffee using our branded cards. Anyone do this or have ideas? We have already looked at tremendous, and stripe, but neither offer this use case.
Micaela Richmond
Hey we at partnerhacker.com heard feedback in the community that people were looking for frontline training for partner managers (and for partner leaders needing to scale partner managers without a training program under them), so we partnered with Lisa Lawson and SaaSy to bring a two day bootcamp.

Here’s the course link if you’re interested: https://saasysalesleadership.com/partner-manager/?utm_source=partnerhacker&utm_medium=lpcourselink&utm_campaign=partnermanager01

Here’s a helpful free resource. https://youtu.be/cz_SnJNPMlc
Jared Fuller
@Lisa Thoman Lawson is famous!
Eric Sangerma
thanks for sharing @Micaela Richmond
Sunir Shah
@channel Hey folks, we will be returning back to moderating solicitation more actively going forward in this Slack. We will absolutely allow promotions but in a better venue than the main channel traffic so we can use this space for questions and answers between partnership professionals.

The appropriate places for events is #conferences for now, though that will also return to being a place to coordinate meetings at conferences.

Job postings should be on #jobs.

Comarketing opportunities should be in #marketing-opportunities

Blog posts and white papers and other publications go in #reads

Other announcements go in #random
Danny Deganis
@channel Any CRA members who have integrated streaming video into your app platforms and would be willing to connect with me for 5-10 minutes to share some perspective about this aspect of the marketplace? I'm gathering SWOT data for some research I am doing presently. Please DM if you can help me out.
Lindsey Ward {CSA Managing Director}
@channel NEXT WEEK! Thursday, May 26th 10AM PT fire fireworks

How to Build a Tech Partner Program That Works.

Tech partner programs can be challenging to execute well as they require cross-functional alignment and the tracking of partner influence on deals and retention.

Join @Kelly Sarabyn (HubSpot) arabyn Director of Marketing, Pandium as she interviews Pandium CEO @Cristina Flaschen Flaschen. Cristina has worked with hundreds of B2B SaaS companies tech partner programs, and she is sharing the components that enable a tech partner program to successfully drive growth for an organization at any scale.

They will discuss issues like:

• Why you need cross-functional alignment and how to achieve it • Different strategic goals and how they enable prioritization of your tech partners • Designing a winning tech partner UX • + more REGISTER TODAY arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_yTcdzxMMRDSJS4sRxJaspg
Dina Moskowitz
Congrats @Sunir Shah - that's amazing! I remember the very first conference back in SF at Google! We've come a long way! Do you have any photos from that?
Lindsey Ward {CSA Managing Director}
@channel bell HUGE NEWS! Introducing! SaaS Connect Metaverse! robot_face rocket milky_way

Thursday, June 23rd 2PM ET The Virtual Conference

You all loved SaaS Connect 2022 in San Francisco so much that we decided not to wait a year before we did it again! yellow_heart

Continue the conversation at SaaS Connect - Metaverse! Create your avatar, roam the conference space, join breakout sessions, roundtables, connect with sponsors and more!

The best part? You get to connect with everyone, in multiple rooms by navigating the space just as you would in person! Gather has partnered up with the CSA to bring you an unparalleled virtual experience. You have the freedom to join, move, and network all from one screen.

Focused on SaaS partnerships: • We only talk partnerships, platforms, and distribution. • Your instant partnership network. • Apply to speak! • Connect with 200+ SaaS partnership leaders in one virtual event! • Negotiate, deal, win. • Close game changing distribution, integrations, and acquisitions! • Learn industry secrets! • Sign up to lead a virtual roundtable! • Hear the honest truth from your peers' real experience • The freedom to move from session to session, and book virtual meetings BEFORE, DURING, and AFTER the conference. • All online! Grab your tickets while advanced prices are up! https://www.eventbrite.ca/e/saas-connect-metaverse-tickets-342393868277?aff=odeimcmailchimp&mc_cid=b748968bec&mc_eid=df6d3dfad8
Adam Faber (PartnerStack)
I am very proud of GatherTown for beating Meta at providing a Metaverse
Ashley Speight
We went and released our referral management system within Channelyze and people are loving it! Handle referral leads that are worked direct or passed to other channel partners. Works with distribution too with tracking across multiple layers of the channel so you know what to pay out and who to pay it out to even if it's not you transacting the dea! Ecosystem style handling of referral partners. simple_smile

https://www.linkedin.com/feed/update/urnliugcPost:6932639743390191616?updateEntityU[…]32639743390191616%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29
Lindsey Ward {CSA Managing Director}
@channel TOMORROW! A special opportunity to join an A+ masterclass fireworks bar_chart

The critical metrics you need to prove your Channel Team’s success. bell

Today’s channel leaders struggle to define the success of their channels without historical data. Their own metrics are often different from those of the company, and therefore require new definitions to prove channel success to decision makers.

Providing additional metrics such as channel capacity, partner engagement, and pipeline, while properly demonstrating your company's ROI, is critical to show the success of your channel. So, how do you present those metrics to your team in a meaningful way?

Join Andy Drummond, CFO/COO of channel technology company Zift Solutions, who will cover the metrics and dashboards that are crucial for decision-makers who are both launching and managing a channel program. This Masterclass will take a deep dive into these metrics, as well as recommend methodologies to apply them to the unique situation in your own channel program and business.

He will discuss issues like:

Demonstrating and translating Channel ROI across various companies.Defining and using additional metrics such as channel capacity, partner engagement, and pipeline.The impact your channel has on SaaS metrics, and how to present it.+ More! REGISTER HERE arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_v-yvodj2RoqGTVFCMrNZZQ
Christine Stewart-Fitzgerald
Looks interesting! the reg link is not working for me. Could you double check?
Lindsey Ward {CSA Managing Director}
Absolutely! Try this one, I'll update the main link https://us02web.zoom.us/webinar/register/WN_v-yvodj2RoqGTVFCMrNZZQ
Christine Stewart-Fitzgerald
TY! I just registered. I won't be able to attend live but would love a recording.
Lindsey Ward {CSA Managing Director}
Absolutely! We'll send that out after smile
Sunir Shah
Congratulations @Adam Michalski and the Partnered team on joining @Bob Moore and the Crossbeam team!
Tom Schouteden
Not sure if this is the place to share this message, but today we’re launching our free, open IMDB for APIs on Product Hunt. A community resource for all APIs across the industry. The data is sourced automatically, so we’re inviting the community to send in changes if you spot any mismatches.

The tracker covers: +5,600 APIs +17,000 Endpoint +550 API specs +145 API tools

Let us know what you think, and leave an upvote if you like it. pray https://www.producthunt.com/posts/api-tracker-2
Kelly Sarabyn (HubSpot)
@Tom Schouteden a lot of these entries have all blank fields. Is there a reason you list companies' APIs that you don't have any info for?
GJ - Apideck
Hi @Kelly Sarabyn (HubSpot), we’re indeed still completing profiles.
GJ - Apideck
We’re listing them so companies can claim them and crowdsource the information.
GJ - Apideck
Any Pandium APIs you want to list?
Kelly Sarabyn (HubSpot)
Thanks @GJ - Apideck - hopefully people claim their listings and it can become a resource for people looking for APIs/information on APIs.
Isaac Morehouse
super cool idea
GJ - Apideck
Thanks, @Isaac Morehouse!
Lindsey Ward {CSA Managing Director}
Still time to register for today's Masterclass!! A special opportunity to join an A+ masterclass fireworks bar_chart

The critical metrics you need to prove your Channel Team’s success. bell

Today’s channel leaders struggle to define the success of their channels without historical data. Their own metrics are often different from those of the company, and therefore require new definitions to prove channel success to decision makers.

Providing additional metrics such as channel capacity, partner engagement, and pipeline, while properly demonstrating your company's ROI, is critical to show the success of your channel. So, how do you present those metrics to your team in a meaningful way?

Join Andy Drummond, CFO/COO of channel technology company Zift Solutions, who will cover the metrics and dashboards that are crucial for decision-makers who are both launching and managing a channel program. This Masterclass will take a deep dive into these metrics, as well as recommend methodologies to apply them to the unique situation in your own channel program and business.

He will discuss issues like:

Demonstrating and translating Channel ROI across various companies.Defining and using additional metrics such as channel capacity, partner engagement, and pipeline.The impact your channel has on SaaS metrics, and how to present it.+ More! REGISTER HERE arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_v-yvodj2RoqGTVFCMrNZZQ (edited)
Bernhard Friedrichs
Thanks a lot for the webinar. That was really insightful.
Lindsey Ward {CSA Managing Director}
Thanks so much for attending!
Andra Pintiliuc
Hey @Lindsey Ward {CSA Managing Director} - is there a recording of this available?
Lindsey Ward {CSA Managing Director}
Yes! Please send me a dm, and I'll send that to you after we give it an edit
Danielle Simon
Hi there - Wondering if anyone has a great example of a deal registration page (with click through terms) you can share -looking to share with my marketing team what it should look like.
patricia rush
I assume you are looking for a deal reg page that is on a public site/page? Most deal registration programs are going to be within an authenticated site because the terms and deal reg form collect customer information from the partner, which falls into the privacy realm
Danielle Simon
Thanks Patricia -got your DM and what you sent is perfect. Totally agree on this front - most pages are gated, but I think we may break the mold on that front. Consumer websites, like AirBNB put everything on the main site or FAQs…Thank you again!
patricia rush
Agreed, AirBnB, like any consumer sites would have public facing terms. However, if its a partner providing personal information that is not their own, privacy can be an issue so those terms must include they have been given permission to share that data.
patricia rush
even gated sites must address that as well
Paddy McGill (PartnerPixel and Other SaaS Companies)
Hey friends! I am in the process of building a partner onboarding webinar that can be used as a template for our app.

https://ewebinar.com/webinar-templates

I know what there is to know about affiliate onboarding, but I would love to get some insights on what works for onboarding other types of partners - agencies, resellers, integrators

If anyone is willing to help contribute to the template I am also happy to link back to your site in our app and our blog!

Thanks y'all!

Paddy.
Tabrez Shaikh
Would love to have suggestion on how to improve potential customer conversion on one's website. This means that If 100 customers open the website, at-least 5pc-10pc of them convert to a lead which the sales team can talk to. Any methods or tool deployment or suggestions would be helpful
Eric Sangerma
Hi @Tabrez Shaikh this is a tough one to answer. It depends on the channels your visitors are coming from (paid, organic, social) and if you use landing pages or straight to the homepage traffic. CTAs and overall UX of the webpage have an important role as well. A/B testing your landing pages, your CTA button can let you know what works and what doesn't.
Tabrez Shaikh
Thanks @Eric Sangerma
Lindsey Ward {CSA Managing Director}
@channel THIS WEEK! Thursday, May 26th 10AM PT fire fireworks

How to Build a Tech Partner Program That Works.

Tech partner programs can be challenging to execute well as they require cross-functional alignment and the tracking of partner influence on deals and retention.

Join @Kelly Sarabyn (HubSpot) arabyn Director of Marketing, Pandium as she interviews Pandium CEO @Cristina Flaschen Flaschen. Cristina has worked with hundreds of B2B SaaS companies tech partner programs, and she is sharing the components that enable a tech partner program to successfully drive growth for an organization at any scale.

They will discuss issues like:

• Why you need cross-functional alignment and how to achieve it • Different strategic goals and how they enable prioritization of your tech partners • Designing a winning tech partner UX • + more REGISTER TODAY arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_yTcdzxMMRDSJS4sRxJaspg
Yonathan De La Cruz
I will be working at that time.

Will there be a recording?
Lindsey Ward {CSA Managing Director}
Yes there will be smile Our fantastic content team will give it a quick edit, and then we'll release it to the world after
Yonathan De La Cruz
What do i need to do to get the recording?
Lindsey Ward {CSA Managing Director}
Please register, and we'll send the link out after it's published smile
Kevin Dean
I tried registering but it said it was closed. I would really love to get a replay Thanks @Lindsey Ward {CSA Managing Director}
Lindsey Ward {CSA Managing Director}
Hey Kevin! No worries. As soon as it’s edited I’ll post it, and dm it to you as well
Yonathan De La Cruz
@Lindsey Ward {CSA Managing Director} please dm it to me as well.
Andrew Beckmann (Hopin)
Hi CSA friends. _*Has anyone designed and launched a vendor marketplace?*_ I'm in the early stages of doing so and would be grateful for any advice to help me get started.

More context: At Hopin , we've found that many of our customers are asking for event support services (e.g. travel / transport, gifting / swag, food & beverage, event venue sourcing, etc)....things that Hopin will never build on its own. Launching a vendor marketplace is a great way to offer these products, keep customers happy, and build new partnerships. This will be separate from our App Store (integrations with other SaaS companies, many who are part of this org!)
Natalie Rojas
Hi Andrew! We recently launched our very own Partner Hub @ G2 using Partner Fleet. We worked with @Kenny Browne and @Cody Sunkel (Partner Fleet) to get up and running. Nothing but great things to share on our experience here. They might be a good place to start!
Cody Sunkel (Partner Fleet)
Thanks for the tag, @Natalie Rojas!

We’d be happy to work through this with you, @Andrew Beckmann (Hopin). I'll shoot you a DM.
Lindsey Ward {CSA Managing Director}
DON'T FORGET! Today 10AM PT fire fireworks

How to Build a Tech Partner Program That Works.

Tech partner programs can be challenging to execute well as they require cross-functional alignment and the tracking of partner influence on deals and retention.

Join @Kelly Sarabyn (HubSpot) arabyn Director of Marketing, Pandium as she interviews Pandium CEO @Cristina Flaschen Flaschen. Cristina has worked with hundreds of B2B SaaS companies tech partner programs, and she is sharing the components that enable a tech partner program to successfully drive growth for an organization at any scale.

They will discuss issues like:

• Why you need cross-functional alignment and how to achieve it • Different strategic goals and how they enable prioritization of your tech partners • Designing a winning tech partner UX • + more REGISTER TODAY arrow_down arrow_down arrow_down https://us02web.zoom.us/webinar/register/WN_yTcdzxMMRDSJS4sRxJaspg
Jesper Lyngbye
Any chance of a recording?
Lindsey Ward {CSA Managing Director}
Absolutely! It will be released publicly next week smile
Jesper Lyngbye
Great, cheerspray
Lindsey Ward {CSA Managing Director}
My pleasure!
Bonnie Gibson
@Lindsey Ward {CSA Managing Director} can you post on this slack channel when the recording comes out? I am interested as well and I missed it because I was in back-to-back meetings.
Lindsey Ward {CSA Managing Director}
Absolutely! I'll post it in this thread
Katelyn Good
Looking forward to listening to the recording!
Daniel Zielinski
@Lindsey Ward {CSA Managing Director} any news on the recording? simple_smile
Lindsey Ward {CSA Managing Director}
Hey @Daniel Zielinski! This should be up early next week smile
Lindsey Ward {CSA Managing Director}
Hey all! The video is now live! https://www.youtube.com/watch?v=2YDHOm4praE
Amir Karmali (Daylite)
Hi friends,

I’m looking to send some swag to our partners globally. Has anyone used a company that makes it easy to deliver worldwide?
Neha Mistry
we have used snackmagic.com for webinars and events, they do snack goodie bags (branded as well)
Alexa Lebowitz
Sendoso!
Amir Karmali (Daylite)
Thank you @Neha Mistry and @Alexa Lebowitz pray
Greg Fragin
I have a NY based recommendation
Greg Fragin
and some very good people for US distribution
Indu Manglotra
@Amir Karmali (Daylite) you can try Sendoso
Johannes Schmid
Hey Friends wave,

after onboarding a couple of distributors I'm now playing with the idea of building something to tackle some of the challenges I came across. Would love to bounce ideas with someone else who has experience in working with distributors/channel partners. Anyone up for a quick chat?

Cheers!
Rajan Arora
Hi Johannes, glad to chat, though it would help to understand your product / market to see I can be helpful.
Srivatsan Nemili Aravamudan
Hey friends, I am in the process of outsourcing our lead generation activities - can anyone suggest a good b2b software services lead generation tool / company ? Thanks
David Johnson
Hi Srivatsan, I'm doing the same to augment our BDR team. Are you looking for a pay for performance model or more of an outsourced team. Let me know and I can share a few options with you.
Srivatsan Nemili Aravamudan
Open to both options,
David Johnson
https://demandzen.com/ has both options
David Johnson
and we've used Volley in the past when testing markets / messaging: https://www.volley.com/
Andrew Beckmann (Hopin)
Hi all, I've been grateful for the help I've received from this community and would love to give back. If anyone needs help setting up their BD from scratch, thinking through how to approach multiple partnership types (product, channel, big alliances, etc), I'm happy to be a sounding board and share my story of how we've done it at Hopin. DM me if you'd like to chat!
Andrew Beckmann (Hopin)
I'd love to chat with anyone who has set up alliances with consulting firms like Deloitte / Accenture. Please DM me if you've solved for this / have ideas on best approach!
Adam Samborski
I would also be interested in this session - having difficulty reaching consulting co's over 30 people
Andrew Beckmann (Hopin)
@Adam Samborski check out this crossbeam blogpost - super helpful and on the topic above
Sunir Shah
I deactivated Matt Fok’s account. Sorry folks and thanks for your patience.
Justin Zimmerman
Hey ya'll I'm reaching out for a friend who's looking for a copyeditor who's a native english speaker & understands how to articulate / has written on B2B saas partnerships tech.

Frie Pétré at Qollabi is looking for immediate help editing some 1 pagers he's looking to get out next week.

So I'm sure there's additional "expedited" bounty available for a fast turn around.

. https://www.linkedin.com/in/friedrichpetre/
Conor Daly
We're currently re-launching a referral program for our partnerships - curious if anyone has any suggestions regarding tech stack/solutions to manage referrals. Currently we're looking at GrowSurf but would love to hear about else is working for you!
Savannah Costa
Hey Conor!

I managed partnerships in my last role and used Magentrix. To be totally honest, the UI was extremely tough to navigate and I was always on the phone with support (I know how to work technology, but am by no means an expert with using tech).

Because of my past struggles, I now work at Allbound PRM where we offer an _extremely_ effective solution for deal registration, content management, etc.

No pressure at all on my end, but wanted to throw this option out there simple_smile

If you have any questions at all, feel free to DM me!
Brett Owens
Hi @Conor Daly, I was a co-founder at LeadDyno so while active there day-to-day (until 2018) I used LD to manage our own referral partners. We had 3000+ at peak though in typical referral fashion probably less than 100 active. grinning

Refersion was our top competitor, they have a good product and fine for SaaS partners from what I know. (Nice to finally be able to admit how good a competitor was LOL.)

There are lots of nice products in the space these days. Key features I think are being able to email/message all of your partners and for them to be able to share their links on social media easily. Partner payouts are something any system should have.

We did a CSA Masterclass on SaaS Referral Programs back on Sept 23, I'm not sure if recording is still around (couldn't find it offhand). Discussed general methodology there, really one tool (whether LD or Refersion or whatever) should be enough, you don't need a stack beyond that IMO.
Paddy McGill (PartnerPixel and Other SaaS Companies)
Partnerstack or FirstPromoter
Thor Thomsen
If you're strictly looking at the referral part, you'd probably not get much benefit from a full stack like Allbound or Partnerstack.

I dont know GrowSurf but i would take a closer look a some of the solutions recommended on G2:

https://www.g2.com/categories/customer-advocacy

or Capterra:

https://www.capterra.com/referral-software/?featureDD=on

Best of luck.
Paddy McGill (PartnerPixel and Other SaaS Companies)
@Conor Daly these suggestions above are all great, but what would help here would be an indication of the budget you have for this tech.

Partnerstack, allbound and these enterprise PRM software's all have long term contracts and high monthly fees.

So if you have the $$$, then great, I highly recommend Partnerstack as they combine the best interface, tech, partner reach and customer support. I've launched two programs on there and they really are fantastic.

If you're on a budget then Firstpromoter is the best option as you can get all the same features, expect for the partner network for $199 per month. Their UI is a bit clunky (think andorid to apple), but if you're just tracking referrals then I the PRM software's recommended would be like cracking a walnut with a sledgehammer.

Clickup's in app referral program is run on the firstpromoter platform, so take a look at their interface, see if you like it and give it a try. In my opinion if it's good enough for clickup then i'm sure it will be for you too.

Any questions let me know,

Paddy.
Lindsey Ward {CSA Managing Director}
@channel WTF is an ecosystem?! shrug

Our friends at PartnerStack and PartnerHacker are setting the record straight – it's more than just tech integrations. Join the conversation at the first-ever Ecosystem Week from June 21–24! You'll be joined by world-class thought leaders and speakers — who know the ecosystem inside-out — like Jay McBain, Scott Brinker, Allan Adler, and many more.

Expect vetted advice on how to:

• Define an ecosystem and leverage it properly • Create an economic edge for your SaaS business • Accelerate pipeline and revenue • Attract bigger and better partners All this and more — for FREE. https://www.ecosystemweek.com/?utm_campaign=FY22Q2%3A%20Ecosystem%20Week&utm_source=csa-slack&utm_medium=referral
Yunita Hollinger
Thank you @Lindsey Ward {CSA Managing Director}! Excited to attend the Ecosystem Week. Just a side note, if any of you fellow partners want to register but don't have a work email as it is asked there (in my case looking for new role), don't let this stop you! Contact @Will Taylor He’ll make it happen. (Thank you, Will! PartnerHqcker and You are awesome, as always!
Lindsey Ward {CSA Managing Director}
Amazing! Thanks for letting us know! smile
Will Taylor
Yes! If you need to use a personal email, I can get you hooked up with the event still!
Will Taylor
You can now sign up with your personal email to the event FYI ^ simple_smile
Aidan Weinrib
Hey folks!

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

I'm hoping to crowdsource ideas to 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.
Thor Thomsen
We offer free trials for their leads and also a sandbox for partners to conduct tech training, test installs, best practice training, etc.

There is always a time limit on the trial agreed with the lead but that mainly to ensure that the decision is made within acceptable time and not to lower our costs. Trials can of course be extended.

The cost for us is at a minimum and it increases conversion rates and quality of service to the end users.
Sunir Shah
@channel Did you miss SaaS Connect? Did you go and miss the fun of connecting, learning from, and networking with amazing SaaS partnership leaders? Well, we’re back on … June 23 from 11-2pm in the Metaverse!

A better and more fun online experience than Zoom… all the networking, hallway conversations, and dynamics of a real conference from wherever you happen to be June 23.

We have roundtables on amazing topics:

• Channel distribution through resellers, agencies, solution providers, affiliates • Corporate development, mergers and acquisitions • Go-to-market strategies and tactics, customer acquisition, market strategy • Growing and maintaining a platform ecosystem, developer relations, building your own app marketplace • Integration strategy, acquisition through marketplaces • Leadership, management, hiring • Organizational alignment with sales, marketing, product, engineering, support • Partner comarketing, cosales, enablement • Platform business models, monetization, revenue strategies • Proving value to leadership (metrics, reporting, strategic arguments) • Sales strategy and operations Check out the agenda and come register here..

https://www.cloudsoftwareassociation.com/metaverse/
Bonnie Gibson
If we sign up and pay, will the sessions be recorded? I have a ton of meetings on Thursday but I'd like to see the content!
Chris Gorsuch
Questions for everyone. I'm in the process of defining a new partner program’s rules around partner sourced leads and what qualifies for commission. Internally there's been discussion around if we should exclude referrals that have ever been a lead or customer before. That seems too restrictive. So I wanted to ask...

What do you think? What rules do you have in place for acceptance?

How long do allow referral to be eligible for commission?

Thanks in advance!
Stacy L. Carlson
For the last one I managed, we had it set up that if they were a customer, it didn’t count. If the lead was over 3 months old, and there had been no response to outreach, it was allowed.
Chris Gorsuch
Thanks Stacy. I think the middle ground for me here might be. Not been an active customer or been and ex customer for x months.
Stacy L. Carlson
That is a great middle ground simple_smile
Lindsey Ward {CSA Managing Director}
Happy Monday all! In case you missed it! https://www.youtube.com/watch?v=2YDHOm4praE
Sunir Shah
@channel The agenda is up for the online version of SaaS Connect! We’ll be using a really nice online platform called Gather.town so we can network, have roundtables, and have hallway conversations.

If you missed SaaS Connect in San Francisco or just want more time to talk turkey with other partnership leaders come join us next Thursday June 23 from 11-1pm PT.

https://www.cloudsoftwareassociation.com/metaverse
Alex Glenn
Looking forward to our workshop together on agency partnerships strategy @Sunir Shah muscle
Stacy L. Carlson
Hello everyone! CSA Community Manager here. I am looking at putting together two Masterclass Roundtables for July. The first would be how to streamline your API integration process. The second is on how to grow partnerships and ecosystems.

1. Let me know if you are interested in being a discussion leader. I’m looking for 2-4 people who are comfortable talking about these subjects. 2. Let me know if you are interested in attending either roundtable.
Timothy Shields
I could talk about data privacy issues. Might not be right for this session, but perhaps in the future. I would love to contribute.
Laura Martelo
What day is the second roundtable about partnerships and ecosystems? I think partnerstack would like to lead it! @Stacy L. Carlson
Stacy L. Carlson
Thank you @Timothy Shields and @Laura Martelo. I’ve reached out to both of you in DM’s. I would like to find +1 to join Laura on “How to grow your partnership ecosystem”.

Also looking for at least 2 roundtable discussion leaders to lead a talk on how to streamline your API integration process.
Bonnie Gibson
I'd be interested in attending the second.
Kristine Stewart
I'd be interested in helping with the "how to grow...." one with @Laura Martelo
Daniel Graff-Radford
@Tori Barlow
Kimya Akhavain
hi Stacy! Happy to lead a roundtable discussion around streamlining API integration process
Tanner Braden (Lucid, Utah)
I’d also love to attend the “how to grow” roundtable.
Stuart Pick
Lead attribution! Keen to get some input from folks here - we run a referral model with agencies in the digital ecomm space, very much focussed on reciprocity and mutual outcomes (we invest heavily in helping our partners market to our customers and prospects, co-marketing etc) and not at all focussed on rev share and kickbacks. Due to the nature of some of the large ecomm partners we work with, we generate leads from hundreds of account managers who refer to us purely to help their customers solve a business problem. These individuals don't get any spiffs (we aren't allowed) and the rev share certainly doesn't impact them. My question is about attribution, since some of the time partners will complete our referral forms, but most of the time they will simply make a verbal recommendation. Understandably they don't really care about completing our forms for tracking purposes, but we do. Inevitably those prospects visit our website, complete our marketing forms...but they tell our sales team that they were referred by the partner. Who do we attribute the lead to, marketing or partners? Has anyone else experienced this or any recommendations? Last touch attribution suggests it comes from our website, but the influence is from the partner
leland morris
Hey Stuart! I'd highly recommend that you check out Chris Walker and Refine Labs on LinkedIn. They are all about the "dark funnel" and the data misses associated with attribution software. Not sure what you're using to track, but an easy answer on how to get the info is to simply ask the client, "How did you hear about us?" and then quantify that info in the most accessible and useful way possible for your team. Attribution software, especially last touch attribution tracking, misses the actual human engagements that it took to get someone to your product or service.
Theresa Caragol
Stuart, you may be able to leverage software that will automatically attribute the referral for you and make it so easy and transparent for you to get that information. Happy to chat more on these influencer program best practices too.
Stacy L. Carlson
Because I love to read, I would love to know… What is your go-to source for information regarding channel marketing, partner marketing, etc.? Do you have a favorite website? RSS Feed? Follow someone on twitter who is in the know? Help me fill my reading list!
Lindsey Ward {CSA Managing Director}
@channel SaaS Connect METAVERSE!partying_face Is this Thursday! It's not too late to register

If you missed SaaS Connect in San Francisco or just want more time to connect partnership leaders come join us THIS Thursday June 23 from 11-1pm PT.

https://www.eventbrite.ca/e/saas-connect-metaverse-tickets-342393868277?aff=odeimcmailchimp&mc_cid=b748968bec&mc_eid=UNIQID
patricia rush
Question regarding selling SaaS solutions to MENA does anyone have insight around selling SaaS solutions (Enterprise Business solutions) from USA based business to MENA region, and specifically Qatar and Kuwait? Would be awesome if there are published articles, reports,or policy site and documents I can be pointed to. Thank you in advance.
Stephane Rioux
Hi Patricia... I do not have links or reports, but a few practical info.. • In the Middle East, They will usually required that the SAAS instance they will be using be hosted outside of US. • Some country in North Africa are not very SaaS friendly as Internet connection at not 100% reliable. It is improving quickly.
Polly
This polly is closed. @Stacy L. Carlson has a polly for you!
Brett Owens
We also use 11. Influencers/creators grinning
Paddy McGill (PartnerPixel and Other SaaS Companies)
this is worth adding for sure
Vahid Jozi
+ community program
David Kowal
Where do we categorize Global and/or Federal System Integrator partners? Perhaps that's included under 'strategic partners'? Thanks!
Stacy L. Carlson
@Brett Owens I was wondering about including influencers. I found incredible success with them in my last position.
Brett Owens
@Stacy L. Carlson Thx that's awesome. For us IG reels are working really well currently, they seem to be getting favorable placement from the FB algorithms (Bloomberg even wrote this up a couple of weeks back: https://www.bloomberg.com/news/features/2022-05-25/facebook-copies-tiktok-app-to-make-instagram-cool-to-teens?srnd=premium&sref=TJY8VJAd)
Tori Barlow
studio_microphoneCalling all channel leaders who have experience with a GTM plan for partners. Looking to cover the following topics in our next series: setting goals + kpis, onboarding and tiering partners, recruiting partners, playbook best practices, creating commission structures and incentives, and activating partners. If any of those resonate with you I'd love to chat in a pre-interview for our podcast. Book time here https://calendly.com/toribarlow/15min-1
Paddy McGill (PartnerPixel and Other SaaS Companies)
Happy to chat any and all things saas affiliate marketing simple_smile
Fareed Taghvaee
Curious if anyone has Partner Sales Managers in their org’s today, and how do they feel about the role? If anyone’s willing to share previous posting or JD for inspiration I’d greatly appreciate it.
Dan O’Leary
Sure, here is a JD for an ISV focused partner manager - https://www.linkedin.com/jobs/view/salesforce-partner-manager-at-box-2938198056/
Fareed Taghvaee
Thanks, Dan!
Stacy L. Carlson
@channel loudspeaker WHAT’S UP THIS WEEK? THURSDAY 10 am PT for The Pillars of Starting a SAAS affiliate program in 2022

Join me and Dustin Howes, dustinhowes.com. The history of affiliate marketing that has changed a lot in the last 12 years, and with those changes comes a need to understand how to start and grow your affiliate channel.

Dustin Howes (dustinhowes.com) has been turning affiliate programs into tremendous sources of revenue for the last 12 years. He has seen the affiliate ecosystem change and grows into a beneficial channel for all brands through his journey.

They will also talk about: • The early days of affiliate marketing. • Where we are now with affiliate marketing. • Need to know tips if you’re looking at affiliate marketing as a new channel. • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_mOdx4b_ZR_-f0eMkEp4yYg
Aarthi Srinivasan
Hi guys Looking to connect with field marketing/ event marketing pros here simple_smile Would love to have a discussion on events strategy and goal setting

Anyone up for a chat? Please DM smile
Lindsey Ward {CSA Managing Director}
@channel TODAY! The Pillars of Starting a SAAS affiliate program in 2022

Join @Stacy L. Carlson and Dustin Howes, dustinhowes.com. The history of affiliate marketing that has changed a lot in the last 12 years, and with those changes comes a need to understand how to start and grow your affiliate channel.

Dustin Howes (dustinhowes.com) has been turning affiliate programs into tremendous sources of revenue for the last 12 years. He has seen the affiliate ecosystem change and grows into a beneficial channel for all brands through his journey.

They will also talk about: • The early days of affiliate marketing. • Where we are now with affiliate marketing. • Need to know tips if you’re looking at affiliate marketing as a new channel. • + More fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_mOdx4b_ZR_-f0eMkEp4yYg
Carl Hargreaves
I had the pleasure of working with Dustin at a past gig. He's a super engaging speaker and knows the affiliate world inside and out. +1
Andrew P
Go @Dustin Howes!!
Sanjay Goel (NachoNacho)
I’m sorry I missed this. Is there a recording available?
Tanner Braden (Lucid, Utah)
@Lindsey Ward {CSA Managing Director} any chance of getting a recording of this? I registered and attended for parts of it, but had a few meetings that took me away from it…
Stacy L. Carlson
We will be posting it to YouTube.
Lindsey Ward {CSA Managing Director}
@Tanner Braden (Lucid, Utah) absolutely! We'll post in the general channel once it's live on Youtube!
Dustin Howes
this was a fun one! Thanks for having me @Stacy L. Carlson @Lindsey Ward {CSA Managing Director}
Walla Oriqat
Hello! At SaaS Connect a few months ago, someone shared a really awesome pie chart in their presentation about how most companies are using more than one solution in their business strategy and all integrated together - does anyone know where I can find that?
Stacy L. Carlson
Hi everyone! I am looking for 2 people to lead a SaaS Connect Roundtable focused on starting launching an affiliate program. The roundtable is done with CSA members and provides an open format to discuss and ask questions about the theme. If you have been working with an affiliate program and would like to lead, please send me a direct message! Date for this even would be September 15, 2022.
Scott Rogerson
@Alex Glenn eyes
Alex Glenn
Ah thank you @Scott Rogerson!

@Stacy L. Carlson you know what I can speak towards - any time you need simple_smile
Akshaya Srivastav
Hi everyone, I am Akshaya Srivastav, from Zoho. With Google planning to phase out 3rd party cookies,  how are affiliate managers looking to manage affiliate programs?  In light of Google's recent reject-all cookies banner in EU, should marketers prepare for similar cookie consent banners across all regions? Considering affiliate program cookies are essential for attribution, keen to get inputs from folks here on how to plan for a cookieless world.
Tiffany McSwine
Hello! Does anyone have a good example of a partner dictionary they’ve built and willing to share? Thanks in advance.
Rachel Halldorson
Hey Tiffany! We have a partnerships glossary here https://partnerstack.com/glossary
Trevor Burnett
Hi Tiffany. I've seen many good examples of directories. The key IMO is give the partners control of their own listing (within reason) and have the contact link directly on the listing vs directing the user to the partner website and having to find a contact page there + losing the traffic. Here's a few examples: https://partners.touchnet.com/English/directory/ https://partners.fullstory.com/integrations/ https://partners.bigcommerce.com/directory/ https://success.impartner.com/directory https://partners.splunk.com/locator/
Danny Deganis
@channel Hoping to obtain some feedback from community members who have implemented PRM/TCMA over the past year or so. If I get a meaningful number of responses (20+), I will summarize and share the info back with those who respond. Please DM me if you are willing to share your experience regarding the following questions.

1. Did the deployment and implementation align with your expectations/what you were led to believe at the time of purchase? 2. Is partner engagement and ROI trending in the right direction, and if not, are the challenges vendor related or due to internal factors? 3. Are you now fully up and running with processes and workflows in place or are you still struggling to bridge gaps in execution? I have found myself in a number of discussions about this topic and during one exchange with a highly respected and well known industry analyst, I was told that partner adoption remains an industry challenge with average portal engagement running below 20%. Looking to gain a better understanding of the current state of this part of the market.
Shilpi Kapoor
Hi All, Just setting up a partner referral program - are there any good frameworks or references that one can refer to, on how to structure this.

Thanks in advance.
Shilpi Kapoor
Thanks @Giselle Murer would love to attend the webinar.
Miriam Allred
Anyone have a 'non-legal' referral agreement they'd be willing to share? (something that's 1-2 pages max) I've got some legal templates...but still considering/interested in using a more human/reader-friendly option.
Alex Sirota
I signed one recently with Vimeo. It's not bad. Email me and I'll send it to you.
Shilpi Kapoor
@Alex Sirota can i request for this also. Will drop you an email
Shilpi Kapoor
Since we are starting a partner program - is it wise to start a reseller and a referral program both?
Sunir Shah
A lot of consultants are only comfortable with referrals to start, but you’ll both make more money in a reseller/solution partner program. So you give them a foot in the door with referrals, but push them to become solution partners.
Shilpi Kapoor
Interesting way of looking at it @Sunir Shah
Sunir Shah
I was talking to Martin from Pipedrive; to paraphrase what I understood. They found something like 67% of their partner revenue from solution partners (reseller), 15% from referrals. Remaining from app store, distis.
Sunir Shah
This is why I ended up building AppBind, to support the solution partner motion. It’s consistently true. Partners that sell more of their own services that require your product, sell more of your product.
Shilpi Kapoor
Anyone have a simple reseller agreement that they would be willing to share?
Savannah Costa
Hey Shilpi! Here's a free Referral Agreement Template that my company provides: https://www.allbound.com/resource-center/free-referral-partner-agreement-template/

I managed partnerships at a past company, and I personally think that if your company has purely been running off of direct sales, referral partners will probably be the best start. It will be easier for your internal team to adopt before having external sources resell your product. Both partnerships are extremely valuable, but that's just my take!
Timothy Shields
If you have any legal questions, I'd be happy to help as well. “Simple” could mean you are potentially creating ambiguity and legal risk for your team.
Greg Wasserman
definitely saving that for future use @Savannah Costa
Alex Sirota
Just wanted to share our new product that we launched along with 2 of our SaaS partners tech platforms. With Make.com and Vimeo we announced VeGAS.

Video archiving for the masses…



If you need Zoom recordings archived and searchable, for about 2 dollars per day, this is it.
Savannah Costa
congrats!
Alex Sirota
Thank you. Have a look and let me know your thoughts.
Alex Sirota
We have had a few customers use it over the past 6 months archiving 100GB of videos per month without a hiccup.
Lindsey Ward {CSA Managing Director}
Congratulations! partying_face
Sunir Shah
Stupid question for the folks here.

Deal registration for referral partners seems to be overhead for vendors and partners, and I think could be improved.

• What do you like about your process? • Dislike about your current process? • Think would be an ideal process?
Sunir Shah
There’s this old study I keep around. 70% of deals don’t get registered. 50% of partners complain about the process. https://www.channelmarketerreport.com/2014/07/deal-registration-best-practices-what-vendors-need-to-consider/
Sonya Bearson
I am working with a couple of students at Yale and Stanford who are researching account management for project on customer retention and growth needs for B2B companies. They are specifically interested in account management tools and how they might better enable whitespace identification for cross-selling and upselling. Would any of you be willing to spend 30 minutes with them?
Nick Valluri
Lots of layoffs happening, and it seems like partnerships is one of the first functions people look at when reducing headcount. Shortsighted and I hope the work this community does to show how impactful partnerships can be if you invest early and often changes things.

Until then, please post partnerships jobs as you see them to the jobs channel, even if it's not your own company. I've talked to a handful of people that were let go recently and it's the first place I check when trying to help them figure out what's next.
Lindsey Ward {CSA Managing Director}
Absolutely, we'll create something to help promote those jobs. In the meantime we also have a job board where you can submit, and see open positions. https://www.cloudsoftwareassociation.com/jobs/
Yunita Hollinger
@Nick Valluri it seems every time I opened LinkedIn, I see you commenting on a post and connecting someone to someone else. You are a super connector! As someone who was laid off back in April and has been benefited greatly from the community support, I salute your effort. Thank you for what you do hearts
Sunir Shah
Let’s coordinate this more actively. @Lindsey Ward {CSA Managing Director} and I will get something together
Nick Valluri
Thank you @Sunir Shah ! Grateful for this community.
Andra Pintiliuc
Hi there! Does anyone have experience introducing a tiered programme model to a partner ecosystem structure that, while not flat, was previously never formalised as to benefits aligning with various tiers?
Lindsey Ward {CSA Managing Director}
Hey @channel! Introducing SaaS Connect Roundtables! We're getting the top SaaS Partnerships experts together to lead roundtables on all hard topics facing partnerships today! Don't miss out on registering!

NEXT THURSDAY 10AM PT: How To Grow Partnerships And The Ecosystem chart_with_upwards_trend

We'll have Nicolette Lopes, Manager of Channel Partnerships, PartnerStack & @Kristine Stewart, Founder of the Lexington Group, as they lead a discussion around growing partnerships and the ecosystem. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

But you need to be an executive member to attend! Upgrade here so you don't miss out! https://www.cloudsoftwareassociation.com/join/
Tahlia Videlefsky
Hi everyone! Are you a marketing agency struggling to generate and convert leads? What about boosting client retention? Is that also a challenge? Then you should definitely join definitely join vcita's webinar, with presenter Jason Swenk _*"Stop Guessing! Here's exactly how to scale up your marketing agency".*_ Join us for free on Wednesday July 27th at 13:30 pm EST. Sign up today and reserve your spot! https://bit.ly/3cuew28
Michelle Artreche
Hi everyone! wave I am so excited to share Tackle.io is in the process of crafting our 2022 State of Cloud Marketplaces Report gathering trends, predictions, and expert insights into the ongoing transformation of #GTM. There is no denying times have changed and we think digital selling is the future, but how are software sellers maintaining pace?

We invite #buyers and#sellers from across industries to complete the State of Cloud Marketplaces survey to help us understand how B2B companies are adapting during a revolution in software sales. By completing the 10-minute survey you'll be entered in a chance to to win a $250 Visa gift card and secure your copy of the report. If you have any questions or need any clarification please feel free to DM me and thank you for participating! thankyou
Ali Spiric
Exciting news! Allbound is announcing a $43 million majority investment by Invictus Growth Partners! We have come so far as a company and have our team, customers, and partners to thank.

This capital will enable us to accelerate our mission to make partnerships easier through automation and machine learning.

Read more from our CEO
Jared Fuller
Congrats!!!
Ali Spiric
Thank you @Jared Fuller!
Ali Spiric
We appreciate you sharing! We're big Partner Hacker fans over here.
Stephen J Collins
Congratulations!
Jay McBain
Excellent analysis by our friends at Channel Marketer Report about the fast-growing ($3.9 billion last year) channel ecosystem software landscape (Tech Stack) including specific details behind the $3 billion of private equity that was raised. https://channelmarketerreport.com/2022/08/expanding-channels-ecosystem-landscape-generates-3-9-billion-in-sales/
Chris Gorsuch
Hey SaaS community. I'm doing a fireside chat with Ian Cugniere (Aircall) and Russell Bradley-Cook (Huspot on how partnerships are different in the United States and Europe. If you could ask us (or one of us) a question or pick a conversation topic area. What would it be?
Michelle Artreche
ICYMI: Tackle.io is in the process of crafting our 2022 State of Cloud Marketplaces Report gathering trends, predictions, and expert insights into the ongoing transformation of #GTM. We're inviting #buyers and#sellers from across industries to complete the State of Cloud Marketplaces survey to help us understand how B2B companies are adapting during a revolution in software sales. As a thank you, the first 75 participants who provide their business email address (no gmail, hotmail, yahoo, etc) will receive a $25 Visa gift card or you can choose to donate $25 to a charity of your choice. If you have any questions or need any clarification please feel free to DM me and thank you for participating!
Scott K. Wilder
wave Hi everyone!
Stacy L. Carlson
Congratulations!
Sunir Shah
well, congratulations!
Lisa Thoman Lawson
I'm curious...what are some of the most successful strategic partnerships you've seen in the SaaS world and why?
Martin Scholz
Hi Lisa, this is a very broad question and depends sooooo much on the company. I could ask ‘When is a partnership strategic?’

Strategic partnerships could included product partnerships, technology partnerships, OEM partnerships, channel/reseller/referral partnerships, general ecosystem partnerships …
Martin Scholz
Let me give you some examples from my history:

• Becoming an official Adobe Technology partner and winning the Adobe Tech Partner EMEA award was a strategic win at Searchmetrics - why? Because it gave us the needed credibility for entering the US market • Partnering with GoDaddy for launching a joint product for SMBs/SOHO customer of GoDaddy as OEM partnership was strategic (Searchmetrics) • Closing a global framework contract with GroupM (Part of WPP) as Agency reseller and launching a global partner program was strategic success as well (Searchmetrics) If you look at the likes of Microsoft or Salesforce, I am pretty sure they have a complete different view on what a successful strategic partnership would be blush
Lisa Thoman Lawson
I love hearing about Searchmetrics' successful partnerships. Thank you for sharing!
Mariia Chaika
Hi all, Our company SearchEva has been working with SaaS projects for many years now. And we`ve prepared the research on targeting your customers and sustaining the product’s growth and profitability. If you`re SaaS business owners, marketers developing a promotional plan, content managers, or anyone who is concerned with this question, click the link below. You`ll see how building a product whose value proposition satisfies the needs of a market, and its potential customers are crucial while surviving the Product-Market Fit stage. We know the process can be overwhelming, but don't worry. Our team gathered unique approaches that are useful, so you don`t waste time or money on ineffective ones.
Caesar Keluro
wave Hi everyone! I am Caesar Keluro, I run Nanocentric Technologies limited, we provide sales representation for software companies who wants to get their products into the African market. Here is my Linkedin: https://www.linkedin.com/in/caesarkeluro, You can WhatsApp me: , i look forward to hearing from you.
Sunir Shah
@channel RAPID SURVEY. Hey folks, we’re planning a cocktail party around SaaStr. The main question is… where?

• San Mateo (near SaaStr) • San Francisco • East Bay (Oakland) • South Bay (San Jose) Vote below point_down by replying.
Sanjay Goel (NachoNacho)
San Francisco or San Mateo
Eric Chan
San Mateo - traffic to SF would be murder after the day
Nikunj Sanghvi
Agreed. Closest to the venue (walking distance) would be preferred so we don’t have to worry about driving / parking / etc.
Sanjay Goel (NachoNacho)
Could anyone recommend a video making company they have been happy with, for making a high-level ‘what-we-do-and-why-we-do-it’ type video? We want a video that is not a run-of-the-mill animation video based on templates. We want something creative, and different, that stands out, and is memorable. And of course, on a budget simple_smile .Thanks!
Peter Evans - ExpertFile
That last line can be a killer Sanjay. Wanting a really high end look “on a budget” doesn't usually end well. I speak from experience. But one way to get really good value is to work with a freelancer as opposed to an agency. I have nothing against agencies but they work better when you have a bigger budget. My experience with offshore has been mixed and one of the best people I would’ve ordinarily recommended (based in Prague) has gone native to work for a fintech start up.. Someone else I have worked with Julian Brown (a Toronto based animator ) would be a good option ….his Kung Fu is strong. Would highly recommend speaking to him. Feel free to use my name. https://onthechase.com/projects
Sanjay Goel (NachoNacho)
Thanks @Peter Evans - ExpertFile we’ll reach out to Julian…
Khyati
Hi @Sanjay Goel (NachoNacho) We might be a good fit.

I work at Content Beta, a video production studio and we’ve helped ManyChat, Leadfeeder and 80 other B2B SaaS and software companies create engaging product marketing videos and successfully generate more MQLs and signups.

Advantages of working with us: - we really understand B2B SaaS - full service from script to storyboard to video editing to the final video - fixed and transparent pricing - low touch: no spending hours on zoom calls explaining your product - deliver fast (max 8-10 business days)

Disadvantages of working with us: - we work mostly with B2B SaaS - we don’t do character animations

You can check out examples of our work to see if you are a good fit for you: https://www.contentbeta.com/video-examples/
Tori Barlow
studio_microphoneLooking podcast guests: We're all about career progression - making the transition into partnerships and how to climb the ladder. If you know of anyone who'd be a good podcast guest send them my way for a pre-interview. Here's my link https://calendly.com/toribarlow/15min-1
Jay McBain
The CRN Channel Chief and Women of the Channel lists provide a great start.
Dan O’Leary
I love @Nick Valluri story and journey @Tori Barlow
Will Taylor
Been sharing this a lot with a “break into tech sales” community. Journey from a Psych degree, to sales for 2 years, to partnerships!

Would love to join.
patricia rush
@Tori Barlow I assume you are not particular whether the transition into partnerships in a leadership role, as a contributor in sales, marketing, or a channel chief?
Lindsey Ward {CSA Managing Director}
@channel roundtables are back again next week! You won't want to miss this one! Thursday, August 18th at 10AM PT

How to Streamline Your API integration Process

In this dedicated hour join hosts @Ryan Lunka Co-Founder, CEO | Blended Edge, and Mike Vaccaro, VP, Global Partnerships & Alliances | tray.io as they lead a discussion around How to Streamline your API integration process. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

They'll lead conversation around: • Why the integrations process such a pain-point for partner teams? • How do you begin to create an integration process? • How do you get internal stakeholders to buy-in on new integrations? • Are you ready to release 100+ integration to the world? Can you support it? upgrade to an executive membership to attend! https://www.cloudsoftwareassociation.com/join/?mc_cid=444d3892a9&mc_eid=UNIQID
Kevin O'Brien
Hey all ! We had to let go a great partner specialist today. If your looking for someone with great outbound skills and partner management expertise, hit me up. Happy to make an intro!
Lindsey Ward {CSA Managing Director}
@channel INBOUND Sponsorships are OPEN!!

Heading to INBOUND in September? smile We're putting on Agency Connect Cocktails again! After THREE years it's time to get back together! wine_glass

The single best room to connect with agencies during INBOUND | Boston. Grab a drink and a bite with your peers. Meet other marketing agencies, SaaS companies to network and create partnerships. Located right next to the Boston Convention Center, this is the warmest room to build relationships at INBOUND.

Contact us to sponsor and connect with 400+ attendees? Reach out to me on Slack, or via email
Sean Royer
We'll be there! We have a sponsor booth at inbound. Looking forward to connecting.
Lindsey Ward {CSA Managing Director}
Fantastic! Looking forward to meeting smile
Pete Nicholls
I just registered HubDo Lindsey. Looking forward to it! We cater to the long tail of HubSpot Partners, with a curated set of Vendors and Specialists on HubDo Marketplace https://marketplace.hubdo.com - It will be super interesting to chat with the CSA community about it face to face.
Lindsey Ward {CSA Managing Director}
Hey Pete! Absolutely it will, and this is a great space. It's very agency focused! So you'll definitely meet your target audience. I replied to your dm as well smile Looking forward to meeting you there.
Pete Nicholls
I’m excited that HubDo is sponsoring CSA Agency Connect at Inbound! Ours is the only marketplace to combine software, specialists, agencies and end users to _“Do more on HubSpot”_. It always starts with creating value and relationships so I’m really looking forward to meeting everyone!
Lindsey Ward {CSA Managing Director}
@channel This topic has been so popular we decided to open it up to everyone!fire

Join us for a Roundtable at 10AM PT

How to Streamline Your API integration Process

In this dedicated hour join hosts @Ryan Lunka Co-Founder, CEO | Blended Edge, and Mike Vaccaro, VP, Global Partnerships & Alliances | tray.io as they lead a discussion around How to Streamline your API integration process. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

They'll lead conversation around: • Why the integrations process such a painpoint for partner teams • How to begin to create an integration process • How do you get internal stakeholders to buy-in on new integrations • Are you ready to release 100+ integration to the world? Can you support it? Register here: https://us02web.zoom.us/meeting/register/tZAud-GtpzkoG9Oh7W6gMUThtkIAVCurQAXg
Lindsey Ward {CSA Managing Director}
There's still time to register for today's roundtable! fire

10AM PT!

How to Streamline Your API integration Process

Hosts @Ryan Lunka Co-Founder, CEO | Blended Edge, and Mike Vaccaro, VP, Global Partnerships & Alliances | tray.io will lead a discussion around How to Streamline your API integration process. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

They'll lead conversation around: • Why the integrations process such a pain-point for partner teams • How to begin to create an integration process • How do you get internal stakeholders to buy-in on new integrations • Are you ready to release 100+ integration to the world? Can you support it? Register here: arrow_right https://us02web.zoom.us/meeting/register/tZAud-GtpzkoG9Oh7W6gMUThtkIAVCurQAXg
Lindsey Ward {CSA Managing Director}
The SaaS Connect Roundtable is starting in five minutes! Still time to hop in https://us02web.zoom.us/meeting/register/tZAud-GtpzkoG9Oh7W6gMUThtkIAVCurQAXg
Lindsey Ward {CSA Managing Director}
Great Roundtable all! fireThanks so much to everyone who participated! Excellent conversation all around. As I mentioned if you would like to lead a roundtable, or have an idea for a topic please get in contact with me here in slack, or via email
Kevin O'Brien
Hey All! Has anyone found a good product for powering a Partner Directory (that also doesn't require me to switch out a PRM)?

Looking for support for featured partners, and multiple filters , and forms
Sunir Shah
@Kenny Browne summoned
Kevin O'Brien
Thanks!
Kenny Browne
Hey @Kevin O'Brien I would be happy to show you what we are doing at Partner Fleet. We helped G2, Salesloft, and others launch their marketplaces and directories.
Boris [Abrega]
Kevin what PRM do you use today?
Kevin O'Brien
@Boris [Abrega] - we use Allbound which we are happy with. They do offer a Partner Locator but we need more functionality than they provide for that feature
patricia rush
@Kevin O'Brien What CRM are you using and do you have Allbound integrated with it?
Fabian Eckstrom-French
I always liked https://www.partnerpage.io/ -have you spoken to @Mario Tarabbia?
Jonny Forman
Hi all - I’m excited to be launching a SaaS business here in the US later this year. From time-to-time I expect I’ll be looking for input / feedback from the community regarding my digital lead gen initiatives - and recos on partners I should be considering to help build out my funnel and digital marketing eco-system. Happy Friday!
Sunir Shah
What’s the new business?
Jonny Forman
Hi Sunir The cloud based platform we offer is for small and medium size brick-and-mortar retailers. The precise nature of the service is still under wraps simple_smile

I’m mapping out a funnel that will help optimize the incoming leads with the end-goal of achieving an automated process that qualifies incoming leads and schedules demos with our sales team.
Sunir Shah
I feel I may not be grasping it. What does a retailer need with demo appointment setting?
Jonny Forman
I edited my response…hopefully that clarifies. Thank you!
Sunir Shah
Demos of products on the shelves?
Jonny Forman
The demo is between my company and the brick-and-mortar client….to demonstrate how our software can help them grow their business.
Sunir Shah
ah, sorry; I get it now.
Jay McBain
The subscription/consumption economy is accelerating in the [legacy] tech industry.

Dell’s second quarter results for Apex just surpassed the $1 billion annual recurring revenue (ARR) threshold - growth of 78 percent year over year. Add to HPE’s three straight quarters of triple-digit growth for GreenLake and this is something that partners (and other vendors) can’t ignore. We are waiting for public reveals of Cisco Plus and Lenovo TruScale numbers.

This dives into this new partnering opportunity: https://canalys.com/insights/How-to-successfully-build-channel-ecosystems-to-drive-subscription-and-consumption-models
Lindsey Ward {CSA Managing Director}
@channel tada beersWe've got ONE spot left open for Agency Connect Cocktails During Inbound! We're nearly 300 registrants, and rising! If you want to make sure you have the best lead generator during INBOUND this is the party to sponsor.

Contact me to sponsor on Slack, or via email
Amelia Roberts
For new Partner Program Managers or thoes with fresh memories, any questions you wished you asked before accepting your role?
Stacy L. Carlson
• What is the company wide buy-in? Is sales on board, marketing, etc. • What is the budget the company is willing to allocate for software, conferences, for the program? • Does everyone who I need to speak to on a regular basis have a general understanding of what partner program do and their purpose? • What are the KPI’s? • What is my runway for onboarding and learning before my KPI expectations are expected?
Dan O’Leary
Good ones @Stacy L. Carlson. Adding in: 1. What is the current program built to accomplish? 2. What kinds of partner types are we focusing the program on? ISV? Channel? 3. Who will be on my direct and cross functional team? (ex. Ops, marketing, sales)
Stacy L. Carlson
100% on @Dan O’Leary’s #2. I’ll add; who is the ideal partner? Enterprise, Agency, etc.
Nina Babnik Klancar
1. What are management's expectations of the Partner Program? 2. Is there an existing Program or would I build it from zero?
Lindsey Ward {CSA Managing Director}
@channel We're going to be putting on SaaS Connect Cocktails During SaaStr Annual this month!cocktail tropical_drinkSeptember 14th 5-8PM | SF BAY AREA tada

We've got AppBind, Crossbeam, PartnerStack, Salesforce, Zomentum, and Impact as confirmed co-sponsors, but we still have a few spots left! We're expecting 300+ attendees this year! Sponsors get the full list before and after the event. Book in meetings before you even get there! Reach out to me to sponsor on Slack, or via email smile
Lindsey Ward {CSA Managing Director}
@channel are you going to be at INBOUND next week? smile We need a couple of volunteers for the Agency Connect Cocktail event on Wednesday! This event is primarily for agencies, but CSA volunteers can enjoy the free drinks, snacks, and networking as well tada beers Reach out to me on Slack to volunteer smile
Lindsey Ward {CSA Managing Director}
@channel Heading to SaaStr next week? beers wine_glass Along with our incredible sponsors, we're putting on SaaS Connect Cocktails! If you're looking to make connections while at SaaStr this is the best room in town to do it! Huge thanks to Appbind Crossbeam, PartnerStack, Salesforce, Zomentum, Impact, and WorkSpan for hosting!

Register here: https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Lindsey Ward {CSA Managing Director}
@channel WHAT'S UP THIS WEEK? fire

Future-proof Your Business With Partner Ecosystems In this weeks SaaS Connect 1:1, PartnerStack’s Bryn Jones and Tyler Calder explore how and why partner ecosystems can operate and thrive for your B2B SaaS business leading into the new year. As a co-founder and CMO, with a mission to change the way the world sells software, they’ll walk us through an anti-fragile growth strategy that’ll help future-proof your business for 2023.

They will discuss issues like: • What you need to launch an ecosystem • What you need to successfully integrate into an ecosystem • How to judge if an ecosystem is right for your company REGISTER TODAY https://us02web.zoom.us/webinar/register/WN_b0JjXVsVTIWtVlG38DAjIQ
Lindsey Ward {CSA Managing Director}
@channel We've got ONE more spot left to sponsor SaaS Connect Cocktails during SaaStr beers. Looking to get in front of 300+ B2B SaaS leaders, meet other SaaS companies, network, and create partnerships? This is the best room to do it! Sponsors get the attendee list before, and after the event. Reach out to me on Slack or email to grab the last spot. smile
Lindsey Ward {CSA Managing Director}
@channel TOMORROW! fire

Future-proof Your Business With Partner Ecosystems In this weeks SaaS Connect 1:1, PartnerStack’s Bryn Jones and Tyler Calder explore how and why partner ecosystems can operate and thrive for your B2B SaaS business leading into the new year. As a co-founder and CMO, with a mission to change the way the world sells software, they’ll walk us through an anti-fragile growth strategy that’ll help future-proof your business for 2023.

They will discuss issues like: • What you need to launch an ecosystem • What you need to successfully integrate into an ecosystem • How to judge if an ecosystem is right for your company REGISTER TODAY https://us02web.zoom.us/webinar/register/WN_b0JjXVsVTIWtVlG38DAjIQ
Marta El Bay (Surfe - ex Leadjet)
@Lindsey Ward {CSA Managing Director} will the session be recorded?
Lindsey Ward {CSA Managing Director}
Yes it will smile
Lindsey Ward {CSA Managing Director}
TODAY!! 10 AM PT fireDon't miss this SaaS Connect 1:1!

Future-proof Your Business With Partner Ecosystems In this weeks SaaS Connect 1:1, PartnerStack’s Bryn Jones and Tyler Calder explore how and why partner ecosystems can operate and thrive for your B2B SaaS business leading into the new year. As a co-founder and CMO, with a mission to change the way the world sells software, they’ll walk us through an anti-fragile growth strategy that’ll help future-proof your business for 2023.

They will discuss issues like: • What you need to launch an ecosystem • What you need to successfully integrate into an ecosystem • How to judge if an ecosystem is right for your company REGISTER TODAY https://us02web.zoom.us/webinar/register/WN_b0JjXVsVTIWtVlG38DAjIQ
Lindsey Ward {CSA Managing Director}
@channel you still have an hour to register smile fireDon't miss this SaaS Connect 1:1!

Future-proof Your Business With Partner Ecosystems In this weeks SaaS Connect 1:1, PartnerStack’s Bryn Jones and Tyler Calder explore how and why partner ecosystems can operate and thrive for your B2B SaaS business leading into the new year. As a co-founder and CMO, with a mission to change the way the world sells software, they’ll walk us through an anti-fragile growth strategy that’ll help future-proof your business for 2023.

They will discuss issues like: • What you need to launch an ecosystem • What you need to successfully integrate into an ecosystem • How to judge if an ecosystem is right for your company REGISTER TODAY https://us02web.zoom.us/webinar/register/WN_b0JjXVsVTIWtVlG38DAjIQ
Lindsey Ward {CSA Managing Director}
On now smile Future-proof Your Business With Partner Ecosystems In this weeks SaaS Connect 1:1, PartnerStack’s Bryn Jones and Tyler Calder explore how and why partner ecosystems can operate and thrive for your B2B SaaS business leading into the new year. As a co-founder and CMO, with a mission to change the way the world sells software, they’ll walk us through an anti-fragile growth strategy that’ll help future-proof your business for 2023.

They will discuss issues like: • What you need to launch an ecosystem • What you need to successfully integrate into an ecosystem • How to judge if an ecosystem is right for your company Hop in arrow_down https://us02web.zoom.us/webinar/register/WN_b0JjXVsVTIWtVlG38DAjIQ
Lindsey Ward {CSA Managing Director}
@channel Don't forget to join us during SaaStr next week! beers wine_glass On Tuesday, Sept 13th, along with our incredible sponsors, we're putting on SaaS Connect Cocktails! If you're looking to make connections while at SaaStr this is the best room in town to do it! Huge thanks to AppBind, Crossbeam, PartnerStack, Salesforce, Zomentum, Impact, WorkSpan, and Cloudeagle for hosting!

Register here: https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Ashton Jones
Heading to SaaStr? Looking for some fun plans on the eve of the event? How about cocktails and conversations with Women in Fintech? Join us at Wursthall in downtown San Mateo for a product-focused fireside chat featuring women working in fintech. The panel features four extraordinary women who have made their way into senior and leadership positions at leading fintechs. Hear from them about how they got to where they are, the challenges they faced, and their advice for aspiring women in fintech. Following the 40-minute panel, there will be refreshments and networking. This event is free but space is limited so reserve your spot today!
Sunir Shah
@channel Just a reminder before the weekend to register for our cocktail party for SaaS partnership leaders in the Bay Area next Tuesday evening!

https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Rajiv Ramanan
Hey everyone! I am one of the Co-Founders of Spendflo and a board member in the CSA.. at Spendflo we are hosting a mixer for CFO's and Finance leaders today evening... https://www.spendflo.com/saas-finance-mixer-bay-area - if you are already in the Bay Area and keen to attend please register... We are also at SaaStr - Booth #105 - right next to the SaasTr Swag store.. if you are around do drop in! Looking forward to meet the CSA community
Lindsey Ward {CSA Managing Director}
@channel TOMORROW! Don't forget is you're at SaaStr this week to register for our cocktail party for SaaS partnership leaders in the Bay Area Tuesday evening 5-8PM!

https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Lindsey Ward {CSA Managing Director}
@channel for anyone heading to the cocktail party tonight there's a great way to get there! SaaStr (separate from our planning) has a shuttle running between the Crown Plaza, where the event is located to/from the convention centre, and downtown San Mateo.

SaaStr Shuttle Busses (*Running on a Continuous loop ~15 minutes) The free SaaStr Annual shuttle will be running during all event days. Shuttle Drop off / Pick up at SaaStr Annual East Lot at the San Mateo Events Center: 1346 Saratoga Dr, San Mateo, CA 94403

Going to & from: Crowne Plaza - 1221 Chess Dr. Foster City Downtown San Mateo *On Tuesday Night, TONIGHT only Tuesday: 7:00 AM - 10:00 PM
Lindsey Ward {CSA Managing Director}
Don't forget if you're at SaaStr this week to register for SaaS Connect Cocktails! Tonight 5-8PM. wine_glass https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Lindsey Ward {CSA Managing Director}
In .5 an hour! Don't forget if you're at SaaStr this week to register for SaaS Connect Cocktails! Tonight 5-8PM. wine_glass https://www.eventbrite.ca/e/saas-connect-cocktails-during-saastr-annual-2022-tickets-410669933827
Melissa Wallace
I know it’s last minute, but we are speaking today on how to set up your marketing plans for 2023. Join us - it will be fun, I promise simple_smile https://www.crowdcast.io/c/2023planning
Ola Ogungbemile
Hi All, we all know Partnership Managers have to wear multiple hats (Sales, CS, Product, Marketing, and more). One thing they need to have is great copy writing. I'm currently putting together email templates that will help PMs with onboarding and enabling partners, and want to crowdsource killer engagement emails (or email templates). If you could share some content on the thread (or DM me), I'll be putting together a library of partner enablement/engagement emails available for everyone. I've already gotten started with a couple. Here's what have got so far and thanks in advance!
Lindsey Ward {CSA Managing Director}
@channel CSA Meetup happening in Toronto!

Join us for a happy hour, and connect with your fellow members Thursday, Oct 6th 6-9PM! We know it can be hard to connect with each other city to city, that’s why CSA is looking to plan more meetups to get you guys face to face! Join us in Toronto this fall to connect with members, have a bite, and a drink on us! Huge thank you to PartnerStack for helping us make this happen!

https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Robert Karbaum
Oooooh. Local...
Edward Gaug
@Roddy Smith
Margot Paterson
@Gloria Castillo are you free??
Gloria Castillo
Hi Margot, I’ve already signed up!! See you there??
Margot Paterson
You bet! Looking forward to it
Thomas (SaneBox)
Hey, I was curious, we are looking for a new partner/affiliate list builder provider. We currently use Grovia.io. Any other recommendations that have worked well?
Lisa Kinsella
Hi Yuan, have you tried Partner Optimizer? hese folks are great: https://www.linkedin.com/company/partneroptimizersaasmax
patricia rush
probably need to define the types of partners that you are looking for. Some sources are better than others. For instance, if you are looking for IT types such s MSP/MSSPs, system integrators, etc OR web and ecommerce agencies, telco, and others.
Sankara Srinivasan A
Hi all, I am looking for any article / graph to represent product category maturity with the kind of partner it can be sold through. I mean in the initial stages the product needs evangelists partners who is closely associated with the product category (for Airmeet, a hybrid event platform - event agencies). But as they grow and the product becomes a commodity, resellers can become a partner. Kindly share with me if you come across any graph / article in this regard. Thanks a lot in advance. @Sunir Shah
Laura Martelo
Hi Friendswave Join Jennifer Rhima, Director of Partnerships at Apollo.io tomorrow Tuesday, Sept 20 at 2 pm EST in another episode of Confessions of Partner Leaders! Jennifer will share her secrets on what it takes to lay the foundation for a sustainable partnership program. Save your seat before it’s gone point_right https://hubs.la/Q01mFTNH0
Tori Barlow
studio_microphone Hey everyone - With companies in the midst of planning for 2023, we are looking for podcast guests who manage partner programs discuss all things about EOY planning. Some topics could be: what it's like to analyze the previous year, forecast for 2023, make a business case for budget, and get approval from execs. If you're interested or know someone who is please book a 15 min pre-interview with me here https://calendly.com/toribarlow/15min-1
Liz Garcia (Pandium)
If you're a partnerships or product professional working on technology partnerships or integrations, join us Today at 1:30pm EST for a casual product & partnerships virtual meet-up

Come talk about whats top of mind, or any challenges you're having in the world of technology partnerships, integrations, and APIs for peer feedback! You can register and get an invite here:
Liam Cosgrove dedoco.com
@Liz Garcia (Pandium) i hope there a recording would love to listen in from Australia
Liz Garcia (Pandium)
Hi Liam! thanks for your interest. We unfortunately only record our webinars/events and not our meet-up
Miriam Allred
Does anyone send out monthly/quarterly partner newsletters (product updates, co-marketing opps, events, etc.)? If so, how’s the response/impact? Anyone willing to share their template/examples?
Sunir Shah
oh, excellent question. @Lindsey Ward {CSA Managing Director} worth boosting in the newsletter
Lindsey Ward {CSA Managing Director}
Great idea @Sunir Shah raised_hands Excellent question
Lindsey Ward {CSA Managing Director}
@channel Looking to up your game in partnerships? pencil2

Become a Certified Partnerships Professional With Firneo.

CSA members have early access to join the 8-week certification program that teaches you the playbook for creating game-changing partnerships. CSA Members get early access to a special offer of TWO extra peer Mastermind sessions. Apply before September 28th to claim them!

Partnerships isn't a job that you studied in school. It's a role that you "fell into" and you've been figuring things out as you go along. Even your boss doesn't understand what you do - but your CEO wants results now. What if you could cut years off of your learning curve and confidently build strategic partnerships that accelerate the growth of your company — and your career? During the 8-week program, you'll learn: • frameworks and tactics to help you excel • how to secure resources from internal stakeholders, structure and negotiate winning deals • how to launch & manage partner relationships that will have a transformational impact on your company's growth trajectory. https://courses.firneo.com/certification?via=csa
Julie Koslen Diehl
Who is the target for this cert?
Lindsey Ward {CSA Managing Director}
@Julie Koslen Diehl it's for those looking to learn how to develop, and excel in their Business Development & Partnerships role.
Scott Pollack
Hi @Julie Koslen Diehl I'm the co-founder of Firneo and creator of this program. The program is targeted towards anyone who feels like they've been "figuring things out as they go along" in partnerships and are therefore seeking a clear playbook on how to get internal resources/buy-in, open doors and negotiate deals, and ultimately launch, manage, and scale partnerships that have a major impact on the company. We had folks who are at varying levels in the last cohort (including directors and VPs at startups) but I'd say it's primarily targeted towards emerging leaders and those who are newer to the role and are looking to ramp up the learning curve quickly.
Scott Pollack
Happy to chat if I can answer any other Qs or help in any way
Julie Koslen Diehl
Thanks for that info. I can't think of anyone who I think would need this at the moment. We've been trying to hire for the skill already but I've certainly trained folk on the job for these skills in the past.
Lindsey Ward {CSA Managing Director}
@channel don't forget we have a meeting happening in Toronto next month smile

CSA Meetup happening in Toronto!

Join us for a happy hour, and connect with your fellow members Thursday, Oct 6th 6-9PM! We know it can be hard to connect with each other city to city, that’s why CSA is looking to plan more meetups to get you guys face to face! Join us in Toronto this fall to connect with members, have a bite, and a drink on us!

Huge thank you to PartnerStack for helping us make this happen! https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Diana Goodwin
awesome, just signed up!
Margot Paterson
Looking forward to it!
Sandia Jagesar
Hi team, I am so excited to share with you the incredible funding news we at Remofirst shared this week! heartchampagne Please find the article here: https://www.businesswire.com/news/home/20220921005220/en/Remofirst-Comes-out-of-Stealth[…].1-Million-Fundraise-to-Fix-Payroll-for-Remote-First-Teams
Sandeep Todi
Amazing. Congratulations!
Sandia Jagesar
Thank you!
Lindsey Ward {CSA Managing Director}
@channel WHAT'S ON NEXT WEEK? fire

How to build co-marketing partnerships through podcasting

In this SaaS Connect 1:1, Content Allies @Jake Jorgovan, and Lindsey Ward, Managing Director of CSA discuss the benefits of leveraging podcasting to build co-marketing partnerships.

Jake has helped B2B enterprise & SMB companies navigate the rapidly changing world of B2B podcasting. In total, his team has published 2,000+ podcast episodes for clients such as Meta, Siemens Energy, Alibaba.com, Gusto, Ironclad, Tonkean, Stampli, and more.

They will discuss issues like: - Why podcasting is one of the fastest growing mediums. - What you need to launch a successful podcast - How to create a successful co-marketing partnerships through your podcast - What is the process? - How do you define success? - Distribute, and repurpose it on both sides?

REGISTER HERE arrow_down arrow_down arrow_down

https://us02web.zoom.us/webinar/register/WN_g2xxld8wScWAzZPrAes_nQ
Jake Jorgovan
Looking forward to this! Feel free to drop any questions here you want me to answer
Ola Ogungbemile
Is there a recording of this?
Anwar Haneef (Canva)
Hi folks - do you know any reliable companies that specialize in building product integrations between one SaaS product and another? Thnx
Sunir Shah
@Tom Elliott summoned
Tom Elliott
Hi! We’re one of them for sure! https://lefthook.com
Tom Elliott
Also- we’re Canva users/subscribers!
Tom Elliott
And thanks @Sunir Shah !
Anwar Haneef (Canva)
Thanks @Sunir Shah! Hi @Tom Elliott it's nice to meet you. Will DM you thnx
Margot Paterson
Hi @Anwar Haneef (Canva) this is Tray's bread and butter as well! Happy to provide you with more info if you'd like
Anwar Haneef (Canva)
Thanks @… we were hoping to reach out to Tray.io - will DM you
Stas Bojoukha
Hi All, I'm every happy to announce we are hosting our first Webinar series starting this Wednesday on How to Build and Scale an InfoSec Program in companies big and small. Sign up here: https://compyl.com/webinars/instituting-and-scaling-your-infosec-program/ of you have any other questions please let me know!
Lindsey Ward {CSA Managing Director}
@channel WHAT'S ON THIS WEEK? fire

How to build co-marketing partnerships through podcasting!

In this SaaS Connect 1:1, Content Allies @Jake Jorgovan, and Lindsey Ward, Managing Director of CSA discuss the benefits of leveraging podcasting to build co-marketing partnerships.

Jake has helped B2B enterprise & SMB companies navigate the rapidly changing world of B2B podcasting. In total, his team has published 2,000+ podcast episodes for clients such as Meta, Siemens Energy, Alibaba.com, Gusto, Ironclad, Tonkean, Stampli, and more.

They will discuss issues like: - Why podcasting is one of the fastest growing mediums. - What you need to launch a successful podcast - How to create a successful co-marketing partnerships through your podcast - What is the process? - How do you define success? - Distribute, and repurpose it on both sides?

REGISTER HERE arrow_down arrow_down arrow_down

https://us02web.zoom.us/webinar/register/WN_g2xxld8wScWAzZPrAes_nQ
Lindsey Ward {CSA Managing Director}
beers Don't forget to register for our Toronto meetup! CSA + PartnerStack are hosting a meeting in Toronto October 6th! Come see your peers, and grab a bite and a drink! https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Lindsey Ward {CSA Managing Director}
@channel TODAY fire

How to build co-marketing partnerships through podcasting!

In this SaaS Connect 1:1, Content Allies @Jake Jorgovan, and Lindsey Ward, Managing Director of CSA discuss the benefits of leveraging podcasting to build co-marketing partnerships.

Podcasting is changing the way we connect with businesses. Even a few years ago the approach looked very different. The goal was to reach individuals, and connect 1 to 1. Downloads were the game. Now in order to really reach businesses we need to change our approach to podcast from a B2B perspective, and drive long-lasting value.

Jake has helped B2B enterprise & SMB companies navigate the rapidly changing world of B2B podcasting. In total, his team has published 2,000+ podcast episodes for clients such as Meta, Siemens Energy, Alibaba.com, Gusto, Ironclad, Tonkean, Stampli, and more.

They will discuss issues like: - How do we think about podcasting from a B2B standpoint? - Why podcasting is one of the fastest growing mediums. - What you need to launch a successful podcast - How to create a successful co-marketing partnerships through your podcast - What is the process? - How do you define success? - Distribute, and repurpose it on both sides?

REGISTER HERE arrow_down arrow_down arrow_down

https://us02web.zoom.us/webinar/register/WN_g2xxld8wScWAzZPrAes_nQ
Jake Jorgovan
Excited for this!
Lindsey Ward {CSA Managing Director}
Thanks so much for joining today!!
Jay McBain
Only 12% of your audience “loves” podcasts as a primary means of learning/influence but cannot be ignored. More stats and analysis here: https://go.forrester.com/blogs/the-100-best-channel-podcasts-of-2021/
Lindsey Ward {CSA Managing Director}
Good shout @Jay McBain, 100+ Channel podcasts alone!

"According to Podcast Insights, there are now over 2,000,000 podcast shows (up 2.5x in two years) with over 48 million episodes. Well over half the population has consumed podcasts, with 37% tuning in on a monthly basis"
Lindsey Ward {CSA Managing Director}
@channel Heading to SaaStock in Dublin this year? airplane computer

October 18th during the conference, CSA will be putting on a cocktail party for all of our partnership leaders to meet, and network while grabbing a drink, and a bite! partying_face

This is the BEST way to accelerate your ROI during SaaStock. Sponsors get the attendee list before, and after the event, so you can made the best connections possible.

Email , or send me a message on Slack for more information!
Len Martin
Hi Lindsey, ignorant question but is that Dublin, California or Ireland? TIA!
Lindsey Ward {CSA Managing Director}
Not at all! Dublin, Ireland.
Len Martin
Thanks! :-)
Lindsey Ward {CSA Managing Director}
My pleasure! Hope to see you there
Lindsey Ward {CSA Managing Director}
Starting now! How to build co-marketing partnerships through podcasting!

In this SaaS Connect 1:1, Content Allies @Jake Jorgovan, and Lindsey Ward, Managing Director of CSA discuss the benefits of leveraging podcasting to build co-marketing partnerships.

Lindsey Ward {CSA Managing Director}
@channel beers If you're in the Toronto area don't forget to register for our meetup! CSA + PartnerStack are hosting a meeting in Toronto October 6th! Come see your peers, and grab a bite and a drink! https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Lindsey Ward {CSA Managing Director}
Lindsey Ward {CSA Managing Director}
@channel NEXT WEEK! October 6th | 10AM PT

How To Create a Path To Impactful Partnerships. fire

Partnerships could be called the new kid on the block. We’ve only seen this development in business propel itself in the last 10 year’s. So it’s no surprise that we’re still fine-tuning the process. For most of us, there were no courses in school to learn partnerships, or a process to follow.

In fact, the idea of what partnerships means varies so drastically from company to company that it can be hard to nail down training for partner teams, KPIs, and a defined path to success.

However, the key principals of creating partnerships’ actually remain more or less the same from role to role, and company to company.

In this episode of SaaS Connect Lindsey Ward, MD of CSA will be joined by @Scott Pollack Pollack, the co-founder & CEO of Firneo a learning community for the next generation of Partnerships, Ecosystems, and Business Development leaders.

They’ll dig into:

white_check_markWhy there is a lack of education for partners • white_check_markHow to grow partnerships through education • white_check_markThe key principals of creating partnerships • white_check_markValue alignment framework for partnerships • + more!

https://us02web.zoom.us/webinar/register/WN_JudIWW9CQBaCeSivFdQbUA
Sunir Shah
Hey folks, I heard from a few companies that are Shopify partners / integrations that they are stuck on the Shopify App Store billing integration step. I’m curious if you are as well?
Kelly Daniels (Precisely)
I'm curious to know if any saas channel sales reps have a "lite" Data Evaluation agreement for partners? or do you use a regular data eval agreement but it would extend to include the partners potential customer. This agreement would cover the partner and any potential customer who want to "kick the tires" around a small eval.
Lindsey Ward {CSA Managing Director}
@channel THIS THURSDAY! October 6th | 10AM PT

How To Create a Path To Impactful Partnerships. fire

Partnerships could be called the new kid on the block. We’ve only seen this development in business propel itself in the last 10 year’s. So it’s no surprise that we’re still fine-tuning the process. For most of us, there were no courses in school to learn partnerships, or a process to follow.

In fact, the idea of what partnerships means varies so drastically from company to company that it can be hard to nail down training for partner teams, KPIs, and a defined path to success.

However, the key principals of creating partnerships’ actually remain more or less the same from role to role, and company to company.

In this episode of SaaS Connect Lindsey Ward, MD of CSA will be joined by @Scott Pollack Pollack, the co-founder & CEO of Firneo a learning community for the next generation of Partnerships, Ecosystems, and Business Development leaders.

They’ll dig into:

white_check_markWhy there is a lack of education for partners • white_check_markHow to grow partnerships through education • white_check_markThe key principals of creating partnerships • white_check_markValue alignment framework for partnerships • + more!

https://us02web.zoom.us/webinar/register/WN_JudIWW9CQBaCeSivFdQbUA
Lindsey Ward {CSA Managing Director}
@channel don't forgot! If you're in the area to join us for a Toronto meetup! Thursday 6-9PM. Register for free here wine_glass: https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Will Taylor
I’ll be there!!!!!!!
Len Martin
Hi @Lindsey Ward {CSA Managing Director} I've invited my CircleCI work colleague, Akhil Vishwanath, to join the CSA slack channel and to attend the Toronto meetup (he is based in Toronto). Akhil leads partner/ecosystem marketing for CircleCI.
Lindsey Ward {CSA Managing Director}
Fantastic @Len Martin! Looking forward to having them! smile
Arnaud Renoux
Hello everyone brain

+> Would you guys be interested to learn about: "How to start expanding your business in Asia Pacific" (more specifically Singapore and Australia)

I'm thinking to do a webinar on this with J2Group.

Let me know what you think point_down
Pallavi Srivastava
Hi everyone! Posting @Justin Zimmerman meetup link here because I find those monthly sessions insightful:

https://calendly.com/partnerplaybooks/meetup
Christiannah Oyedeji
Can second that, this was a great meetup!
Sunir Shah
@channel Where y’all going to this quarter? CSA is busy, busy, busy. Add to our list of partnership gatherings here.

• Oct 6. Toronto. SaaS Connect meetup. (I’m going) https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897 • Oct 11-13. Chicago. B2SMBi Global in Chicago is partnership catnip for those in the SMB SaaS market. (I’m going) https://b2smbi.com/best2smb-global-conference-2022/#hotels • Oct 17-19. Dublin. SaaStock, Europe’s #1 SaaS conference. CSA members get 50% off because we heart SaaStock. (Lindsey is going) https://ti.to/saastock/saastock-2022/discount/CSA-50 • Oct 24. New York. Agency Connect cocktails. (I’m organizing.) Marketing to agencies? As always, chip in and split costs to reach marketing agencies in New York; DM me) • Oct 18. New York. Partnership networking night (@Antoine Moreau is organizing) https://www.eventbrite.com/e/nyc-networking-night-for-partnership-professionals-tickets-407021160247 • Oct 24. Las Vegas. Money 20/20 — Game night at Redtail. (Jacquelin Millen organizing) https://www.eventbrite.com/e/money2020-2022-game-night-at-redtail-tickets-410142726937?aff=finix • Nov 17. London. SaaS Connect London. @Lindsey Ward {CSA Managing Director} and Allbound is organizing. • Nov 17. (virtual, Ukraine) Uncode.live, a 2000 person no-code developer conference and fundraiser for Ukrainian relief. Sponsors welcome for a good cause and for great results. (I’m organizing.) https://uncode.live/partner
Shaedon Blackman
Oct 16-19 Platform.sh is gonna be at Djangocon in San Diego, stop by our booth and say hi Oct 24 attending New York agency connect cocktails
Lindsey Ward {CSA Managing Director}
TOMORROW! | 10AM PT

How To Create a Path To Impactful Partnerships. fire

Partnerships could be called the new kid on the block. We’ve only seen this development in business propel itself in the last 10 year’s. So it’s no surprise that we’re still fine-tuning the process. For most of us, there were no courses in school to learn partnerships, or a process to follow.

In fact, the idea of what partnerships means varies so drastically from company to company that it can be hard to nail down training for partner teams, KPIs, and a defined path to success.

However, the key principals of creating partnerships’ actually remain more or less the same from role to role, and company to company.

In this episode of SaaS Connect Lindsey Ward, MD of CSA will be joined by @Scott Pollack, the co-founder & CEO of Firneo a learning community for the next generation of Partnerships, Ecosystems, and Business Development leaders.

They’ll dig into:

white_check_markWhy there is a lack of education for partners • white_check_markHow to grow partnerships through education • white_check_markThe key principals of creating partnerships • white_check_markValue alignment framework for partnerships • + more!

https://us02web.zoom.us/webinar/register/WN_JudIWW9CQBaCeSivFdQbUA
Lindsey Ward {CSA Managing Director}
There's still time to register for today's SaaS Connect 1:1! | 10AM PT

How To Create a Path To Impactful Partnerships. fire

Partnerships could be called the new kid on the block. We’ve only seen this development in business propel itself in the last 10 year’s. So it’s no surprise that we’re still fine-tuning the process. For most of us, there were no courses in school to learn partnerships, or a process to follow.

In fact, the idea of what partnerships means varies so drastically from company to company that it can be hard to nail down training for partner teams, KPIs, and a defined path to success.

However, the key principals of creating partnerships’ actually remain more or less the same from role to role, and company to company.

In this episode of SaaS Connect Lindsey Ward, MD of CSA will be joined by @Scott Pollack, the co-founder & CEO of Firneo a learning community for the next generation of Partnerships, Ecosystems, and Business Development leaders.

They’ll dig into:

white_check_markWhy there is a lack of education for partners • white_check_markHow to grow partnerships through education • white_check_markThe key principals of creating partnerships • white_check_markValue alignment framework for partnerships • + more!

https://us02web.zoom.us/webinar/register/WN_JudIWW9CQBaCeSivFdQbUA
Lindsey Ward {CSA Managing Director}
@channel Starting Now!!

How To Create a Path To Impactful Partnerships. fire

Partnerships could be called the new kid on the block. We’ve only seen this development in business propel itself in the last 10 year’s. So it’s no surprise that we’re still fine-tuning the process. For most of us, there were no courses in school to learn partnerships, or a process to follow.

In fact, the idea of what partnerships means varies so drastically from company to company that it can be hard to nail down training for partner teams, KPIs, and a defined path to success.

However, the key principals of creating partnerships’ actually remain more or less the same from role to role, and company to company.

In this episode of SaaS Connect Lindsey Ward, MD of CSA will be joined by @Scott Pollack, the co-founder & CEO of Firneo a learning community for the next generation of Partnerships, Ecosystems, and Business Development leaders.

They’ll dig into:

white_check_markWhy there is a lack of education for partners • white_check_markHow to grow partnerships through education • white_check_markThe key principals of creating partnerships • white_check_markValue alignment framework for partnerships • + more!

https://us02web.zoom.us/webinar/register/WN_JudIWW9CQBaCeSivFdQbUA
Shana Kus
I am double booked but can't wait to watch the recording!
Lindsey Ward {CSA Managing Director}
Awesome! It will be out asap for you
Nikunj Sanghvi
Hi @Lindsey Ward {CSA Managing Director}, I wasn’t able to attend live either, and would appreciate getting the recording link!
Lindsey Ward {CSA Managing Director}
Absolutely! The recoding will be available shortly, and I'll post in this thread smile
Lindsey Ward {CSA Managing Director}
@channel Last chance to register for tonight's meetup If you're in the area to join us for a Toronto meetup! Tonight 6-9PM. Register for free here wine_glass: https://www.eventbrite.ca/e/csa-meetup-in-toronto-tickets-418980480897
Will Taylor
partying_face If you’re in the Toronto area, you should definitely go! I’ll be at the event.

Will I see you there? simple_smile ^
Bader Hamdan
Hey all, has anyone quantified or has any anecdotal points for when you invested in a partnership or it's partner program that might have failed or not provided the right ROI? And even the broader impact to the company/startup that invested time/money/effort into a partnership that didn't work?
Sunir Shah
@Lindsey Ward {CSA Managing Director} good for the newsletter
Dan O’Leary
@Bader Hamdan I have many to share, depends on the audience and if you want the PG or R rated versions of the stories. One example was a partner I was OEMing getting acquired by a competitor, and they gave us 30 days notice on pulling the plug on a key product that was in production with many high profile customers
Bader Hamdan
@Dan O’Leary I’d love to hear both versions blush let’s set up time to connect
Lindsey Ward {CSA Managing Director}
@channel WHAT'S UP NEXT WEEK? Build a 100% Channel Sales Program in SaaS fire

Imagine every sale going through a partner. It’s not too good to be true if you set the right expectations upfront and follow through on them.

Join Swaroop Kolli, CEO & Founder of Pronto, as he interviews John McCabe, VP of Worldwide Channels & Alliances at SafeGuard Cyber. John will explain how he scaled channel partner programs to influence 100% of sales, ultimately increasing pipeline by 200% and cutting sales cycles in half.

He’ll share advice for strategizing, getting support, and producing results with limited resources.

They’ll discuss topics such as: • The key steps you should take to reach 100% indirect sales • What to expect and look out for along the way: • The 3 biggest ways that an entirely channel approach benefits sales • How to get sales teams and senior executives to understand and value partnerships • + MORE! Register here arrow_down https://us02web.zoom.us/webinar/register/WN_0ulTjUsJSR-piPHN42bQQg
Bradley Blinn
Would love to know if anyone has implemented a “partnership maturity model” within their company for tracking the status and progress of their partners.
Sunir Shah
Yes, I used Hearts Won.
Sunir Shah
We had a pipeline of partnership relationships.

• Target • Contact • Handshake • Spec / Plan • Dev committed / Campaign committed • Launch • Second action • Third action • Heart won
Sunir Shah
This is a generic framework across all relationship types. Within a given partner program, we’d have lifecycle stages depending on the program phases.
Sunir Shah
For solution partners, for instance, I would put in double pipeline model. The first pipeline target is “Closed Trust”; that is the service companies first invest time learning about you to see if they can trust you in front of a client. This is setting a value prop, training, enablement, and building a relationship with an account manager for support.

Then nothing will happen--maybe for months--until the partner has a client ready. Then they’ll want to move fast to Closed Won.
Sunir Shah
For tech partners, we would have customer interviews, beta customers, launch, customer feedback, testimonials, case studies, and then a second phase wider audience comarketing campaign once we had built the social validation assets.
patricia rush
creating partner account and user journeys allows you to drive activities and behavior with the ability to track their progress, both by you and the partners. You can configure them to either not allow progression to the next step in the journey or allow them to complete them in parallel. Dashboards and reporting provide the ability to give an overall progress and even earn badges upon completion.
patricia rush
if configured properly with your CRM or other apps, such as LMS, ERP, etc, you can track partner revenue and/or performance against the activities from their journeys
patricia rush
an example is seeing an increase in deal registrations and referrals after partners have completed effective training
Lindsey Ward {CSA Managing Director}
Love this for the newsletter as well^
patricia rush
of course, all my suggestions require that you have systems that are capable of creating these functions with data intelligence features
Lindsey Ward {CSA Managing Director}
raised_hands
Lindsey Ward {CSA Managing Director}
@channel WHAT'S UP THIS WEEK? Build a 100% Channel Sales Program in SaaS fire

Imagine every sale going through a partner. It’s not too good to be true if you set the right expectations upfront and follow through on them.

Join Swaroop Kolli, CEO & Founder of Pronto, as he interviews John McCabe, VP of Worldwide Channels & Alliances at SafeGuard Cyber. John will explain how he scaled channel partner programs to influence 100% of sales, ultimately increasing pipeline by 200% and cutting sales cycles in half.

He’ll share advice for strategizing, getting support, and producing results with limited resources.

They’ll discuss topics such as: • The key steps you should take to reach 100% indirect sales • What to expect and look out for along the way: • The 3 biggest ways that an entirely channel approach benefits sales • How to get sales teams and senior executives to understand and value partnerships • + MORE! Register here arrow_down https://us02web.zoom.us/webinar/register/WN_0ulTjUsJSR-piPHN42bQQg
Lindsey Ward {CSA Managing Director}
@channel! SaaS Connect is going to the UK next month! Nov 17th partying_face We'll be holding a panel with partnership leaders, a session of roundtables after, and a happy hour to close us out!

Chip in with CSA to reach partner leaders in Europe smile email , or send me a dm for more details.
Lindsey Ward {CSA Managing Director}
@channel Don't Forget! Today 10AM PT.

Build a 100% Channel Sales Program in SaaS fire

Imagine every sale going through a partner. It’s not too good to be true if you set the right expectations upfront and follow through on them.

Join Swaroop Kolli, CEO & Founder of Pronto, as he interviews John McCabe, VP of Worldwide Channels & Alliances at SafeGuard Cyber. John will explain how he scaled channel partner programs to influence 100% of sales, ultimately increasing pipeline by 200% and cutting sales cycles in half.

He’ll share advice for strategizing, getting support, and producing results with limited resources.

They’ll discuss topics such as: • The key steps you should take to reach 100% indirect sales • What to expect and look out for along the way: • The 3 biggest ways that an entirely channel approach benefits sales • How to get sales teams and senior executives to understand and value partnerships • + MORE! Register here arrow_down https://us02web.zoom.us/webinar/register/WN_0ulTjUsJSR-piPHN42bQQg
Shannon K. Murphy
Ah I missed this! Lmk when you post the recording! simple_smile
Lindsey Ward {CSA Managing Director}
Starting in 20 minutes! fire

@channel

Build a 100% Channel Sales Program in SaaS fire

Imagine every sale going through a partner. It’s not too good to be true if you set the right expectations upfront and follow through on them.

Join Swaroop Kolli, CEO & Founder of Pronto, as he interviews John McCabe, VP of Worldwide Channels & Alliances at SafeGuard Cyber. John will explain how he scaled channel partner programs to influence 100% of sales, ultimately increasing pipeline by 200% and cutting sales cycles in half.

He’ll share advice for strategizing, getting support, and producing results with limited resources.

They’ll discuss topics such as: • The key steps you should take to reach 100% indirect sales • What to expect and look out for along the way: • The 3 biggest ways that an entirely channel approach benefits sales • How to get sales teams and senior executives to understand and value partnerships • + MORE! Register here arrow_down https://us02web.zoom.us/webinar/register/WN_0ulTjUsJSR-piPHN42bQQg
Lindsey Ward {CSA Managing Director}
Thanks everyone for attending! That was a great episode! Look out for the recording coming out next week
Sunir Shah
@channel Hot question for the Cloud Software Association’s Q4… what do you want most right now?

• Job board • Events board • More go-to-market event opportunities • Training • Consolidating all the partnership “know how” in one place • Networking events • Members directory • Masterminds • Amplifying your own partnership content • Other Vote early, vote often. Seriously, list what you want in descending order of priority.
Sanjay Goel (NachoNacho)
Members directory Networking events Events board
patricia rush
I would add a channel for tools and templates?
Sunir Shah
Good idea
Sunir Shah
One for each
patricia rush
maybe apps and systems?
patricia rush
not sure if this is practical but i see a lot of folks posting questions that may be better suited as surveys. maybe a channel for people to post polls and surveys?
Sunir Shah
More like getting Polly on here and seeing if we can republish on LinkedIn
Sunir Shah
However we can pull the q and a out into a separate space
Martin Millican
Networking Events
Martin Millican
…. Amplifying partnership content Event Boards
Alin Tanase
• More go-to-market event opportunities • Consolidating all the partnership “know how” in one place • Networking events • Amplifying your own partnership content
Julie Koslen Diehl
Consolidation of partner know how and job board.
Sunir Shah
@channel Per the thread yesterday, I created two new channels. #tools and #templates to discuss software and templates to operationalize partnerships. If you have some great resources, please share them there! We’ll collect them for the community (and give you credit of course!).
Jenny Zhan
Hey everyone! I'm excited to share a case story even though I'm not quite sure if this is the best channel to share. It's definitely partnership but perhaps of another kind. Long story short: One of our customers, a construction and heavy equipment solution provider, volunteered to do a demo for our team about the integration they have built between their ERP and our product, Teamup. Our team was blown away by the demo, seeing live how a dispatcher "moves" the data from their ERP system to the calendar in seconds and makes it nearly instantly accessible to the field technicians on their phones. It has a lot of partnership characteristics because the integration was done by the corporate IT who was not our direct customer initially, but they made things much better and easier for all parties! The longer story: https://blog.teamup.com/2022/10/13/erpteamup-a-custom-integration-built-for-success-at-w-w-williams/ If anyone has good experience with partnering with corporate IT in non-IT industries, I'd be interested in connect and exchange, part of it being that the IT department in those cases can be sometimes more the "trouble maker" than being helpful. Wish you all a great weekend!
Vijay
Hello Everyone, we @ OTOMEYT are looking for channel partners in North America, Europe & ANZ. Partners who can scale up HRTECH products are welcome.

Any guidance or leads on this will be of great help. Hit me up at

Cheers, VJ
Chris Messina
Hi all, I haven’t been as active here as I should be, but that’s changing. In the meantime, I’ve written a couple of articles in the past few weeks and would love any of your thoughts on either one of them. Thanks! https://chrisjmessina.medium.com/a-foundational-philosophy-for-partner-orgs-your-companys-green-berets-2719511b833d
Lindsey Ward {CSA Managing Director}
@channel sponsorships are still open but going fast for SaaS Connect - UK in London next month! November 17th.

• 100+ attendees! • Panel discussion! • Roundtables • Closing with a Happy Hour! Chip in to get in front of the top leaders in European partnerships!

Contact me for details on Slack, or at .
Bradley Davis
I have been seeing some shady practices with partner directories. A partner will add you to their directory as a mutual director exchange, and then after a few weeks will remove you hoping you don't notice. Has anyone else seen this?
Lindsey Ward {CSA Managing Director}
@channel! SaaS Connect UK | Nov 17th is on! We're looking for panel, and Roundtable leaders! Apply here smile :https://8oggaw9yn2f.typeform.com/SaaSConnectUK
Lindsey Ward {CSA Managing Director}
@channel WHAT'S ON NEXT WEEK?fire SaaS Connect Roundtables are back!

Fuel API Ecosystems With Data Products

Thursday, October 27th | 10AM PT In this dedicated hour join hosts @Allan Knabe CEO & Co-Founder | apiable.io, and Michael Leppitsch Head of Data Strategies and Alliances | Ascend.io, as they lead a discussion around supercharging API ecosystems with data products. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

What's on topic? • How do you define an API ecosystem? • How to achieve business value through user journeys • Widgets/Connectors vs APIs (prebuilt vs bespoke)? • + more! https://us02web.zoom.us/meeting/register/tZUpcumhpj8oHNKKXXnClxJ7xgfidSmZig1V?mc_cid=dffe5ca7c5&mc_eid=41748e91e9
Justin Zimmerman
Hey, if you missed last week's meetup "End of Year Playbooks for Partner and Channel Leaders" DM me your email and I'll send you links to the recordings, OKR template, & Planning Template
Lindsey Ward {CSA Managing Director}
@channel SaaS Connect UK is November 17th!

What's on deck?? 3PM - Doors open! partying_face 3:30PM - We kick things off with our Partnership Panel Discussion mega 4:30PM- Brief intermission wave 4:45PM - Roundtables begin speech_balloon 5:45-9PM- Happy hour! beers hamburger

Location: The Listing 27 Bush Ln, London EC4R 0AA, United Kingdom

Thank you to our Sponsors!: AppBind, Crossbeam, Salesforce, PartnerStack, Allbound, and Impact! tada

Register here! arrow_right https://www.eventbrite.ca/e/saas-connect-uk-tickets-444011730037
Kate Young
Crossbeam is super excited to take part in this! Thanks CSA for planning ; )
Lindsey Ward {CSA Managing Director}
Thanks @Kate Young! We can't wait!! It's going to be a great event for networking, and chatting on SaaS Partnerships! partying_face
Brion Donlon
Hello All! I was introduced to CSA by Sue Fernand today anxious to connect
Chris Keil
Sent you a direct message
Lindsey Ward {CSA Managing Director}
Great to meet you!!
Brion Donlon
I am looking for a Channel Director role in North America, link to LinkedIn below:
Lindsey Ward {CSA Managing Director}
Hey Brian! We have a great #jobs channel for these posts as well smile
Julie Koslen Diehl
we have a couple roles open at insightsoftware.com Let me know if you'd want me connect about any of our open roles. Feel free to message me back here.
Brion Donlon
Julie - thanks for the response, I am familiar with Insight from my Enterprise AE days, great company! I am looking for a role on the OEM side, will be happy to keep an eye out for Insight-friendly candidates.
Julie Koslen Diehl
Thanks! Good luck with your search
Lindsey Ward {CSA Managing Director}
@channel WHAT'S ON THIS WEEK?fire SaaS Connect Roundtables are back on Thursday!

Fuel API Ecosystems With Data Products

Thursday, October 27th | 10AM PT

In this dedicated hour join hosts @Allan Knabe CEO & Co-Founder | apiable.io, and @Michael Leppitsch Leppitsch Head of Data Strategies and Alliances | Ascend.io, as they lead a discussion around supercharging API ecosystems with data products. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

What's on topic? • How do you define an API ecosystem? • How to achieve business value through user journeys • Widgets/Connectors vs APIs (prebuilt vs bespoke)? • + more! https://us02web.zoom.us/meeting/register/tZUpcumhpj8oHNKKXXnClxJ7xgfidSmZig1V?mc_cid=dffe5ca7c5&mc_eid=41748e91e9
Rachel Larson
Hello everyone!

If anyone is a fan of the Partner Channel Podcast, we are currently recruiting guests for the end of year episodes! We want to know what you learned over the past year, and how that has influenced your strategy and planning for 2023. If this sounds like something you’re interested in, you can book an appointment through this link!

Hope to hear from you guys soon!
Lindsey Ward {CSA Managing Director}
@channel Don't forget to register for our roundtable tomorrow!fire Fuel API Ecosystems With Data Products

TOMORROW, October 27th | 10AM PT

In this dedicated hour join hosts @Allan Knabe CEO & Co-Founder | apiable.io, and @Michael Leppitsch Leppitsch Head of Data Strategies and Alliances | Ascend.io, as they lead a discussion around supercharging API ecosystems with data products. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

What's on topic? • How do you define an API ecosystem? • How to achieve business value through user journeys • Widgets/Connectors vs APIs (prebuilt vs bespoke)? • + more! https://us02web.zoom.us/meeting/register/tZUpcumhpj8oHNKKXXnClxJ7xgfidSmZig1V?mc_cid=dffe5ca7c5&mc_eid=41748e91e9
Ioana Rebeca Glitia
wave Hi all, long time. Reposting from random. Anyone got a Partners mapping template they recommend, or are willing to share? Trying to ramp up a partnerships program, figured I should start with value prop and revshare for each category of partners. Any advice appreciated!
Lindsey Ward {CSA Managing Director}
@channel TODAY fire 10AM PT Fuel API Ecosystems With Data Products

In this dedicated hour join hosts @Allan Knabe CEO & Co-Founder | apiable.io, and @Michael Leppitsch Leppitsch Head of Data Strategies and Alliances | Ascend.io, as they lead a discussion around supercharging API ecosystems with data products. Take part in the conversation, and connect with the top leaders in SaaS partnerships.

What's on topic? • How do you define an API ecosystem? • How to achieve business value through user journeys • Widgets/Connectors vs APIs (prebuilt vs bespoke)? • + more! https://us02web.zoom.us/meeting/register/tZUpcumhpj8oHNKKXXnClxJ7xgfidSmZig1V?mc_cid=dffe5ca7c5&mc_eid=41748e91e9
Lindsey Ward {CSA Managing Director}
@channel Don't forget to register for SaaS Connect UK, Nov 17th! Registration is Limited, so make sure you get your tickets early! We'll have a panel, roundtables, and of course a happy hour to close it out!

https://www.eventbrite.ca/e/saas-connect-uk-tickets-444011730037
Lindsey Ward {CSA Managing Director}
@channel Starting in 10 minutes fire CSA Roundtable: Fuel API Ecosystems With Data Products

https://us02web.zoom.us/meeting/register/tZUpcumhpj8oHNKKXXnClxJ7xgfidSmZig1V?mc_cid=dffe5ca7c5&mc_eid=41748e91e9
Lindsey Ward {CSA Managing Director}
Another great roundtable! Huge thanks to @Allan Knabe, and @Michael Leppitsch for leading!
Allan Knabe
That was a great session, thanks @Lindsey Ward {CSA Managing Director} and @Michael Leppitsch!
Michael Leppitsch
Great detail, thanks @Allan Knabe for your API insights and @Lindsey Ward {CSA Managing Director} for putting this together!
Adrien Bordet
hello hello !! • anyone from 8x8, DIALPAD or TALKDESK in this group ? many thanks !! Adrien @ Aircall
Justin Zimmerman
Hey ya'll... I have a tiny integration I need to build. Any suggestions on where / who could dev this for me?

I'd love to integrate some features of Zoom (when someone fills out a poll during a meeting) and push the results into the viewers Hubspot contact fields. There's some pretty clear API docs on this.

I'm not a developer or I'd do it myself simple_smile
Lindsey Ward {CSA Managing Director}
@channel SaaS Connect in London is just around the corner! Registration is limited! Make sure you grab your ticket today tada http://ow.ly/S2No50LpMqk
Liz Garcia (Pandium)
Integrations are only as good as the ability for someone to easily install them. electric_plug

Join us on Zoom TODAY at 1pm EDT to hear partnership and app marketplace leaders share their experiences and the business impact they've seen on their partner program, customers, and GTM from launching app marketplaces. chart_with_upwards_trend

Register to join live, ask questions, and receive the recording after: https://www.saasecosystemalliance.com/the-benefits-of-building-and-launching-an-app-marketplaces
Sunir Shah
@channel I have another hot, hot job opportunity. GM App Store WooCommerce. hit me up.
Kim Wren
I have a company we use for smaller projects. https://www.radixsoftwaresolutions.com/ The owner worked for us for several years, super talented.
Sunir Shah
Hey folks, interesting question I got today that made me stop and think about what I truly have done.

What do you do when your counterpart is aggressive and pushy and negative, but offering a “great opportunity”?

As long as I have a survivable Best Alternative to a Negotiated Agreement (BATNA), I don’t think I’ve let those deals close since my first year in partnerships. I learnt the hard way I am just committing to suffering and therefore failure.

I mean, more to the point, I find these people offer a “great opportunity” to entice you into a negative situation. I don’t think they truly intend to close a deal unless it’s a sucker’s deal. It’s a kind of trap, isn’t it?
Dan O’Leary
No matter how good the $$CASH, if the CULTURE and vibe doesn't work, it's normally a pass from me in the scenario above.

Eventually the same Partner is going to want to meet with other team mates, customers and represent me and if they are pushy with you, they will probably be the same with them.
Ian Cugniere
I feel you answered in the question, Sunir wink And I agree with you: it's not worth it.
Sunir Shah
Yeah, I can’t imagine why any partnership leader would want a deal like this. Conversely, I can’t imagine why would-be partnership leaders are so negative or who hires these people. But I guess it’s happening again.

Maybe the world is sad this quarter.
Vijay
Hello Everyone, we @ OTOMEYT are looking for channel partners in North America, Europe & ANZ. Partners who can scale up HRTECH products are welcome.

Any guidance or leads on this will be of great help. Hit me up at

Cheers, VJ
Tori Barlow
studio_microphoneLooking for podcast guests: We're all about what keeps you up at night as a partner leader. Anything is fair game! If you know anyone who'd be a good podcast guest send them my way for a pre-interview. Here's my link https://calendly.com/toribarlow/15min-1
Sunir Shah
feel free to look at our podcast guests. we can make intros! https://youtube.com/c/cloudsoftwareassociation
Sunir Shah
Rob Spee is also a good person to interview
Sunir Shah
@Rob Spee ^^
Tori Barlow
@Ali Spiric @Rachel Larson eyes
Lindsey Ward {CSA Managing Director}
@channel! Registration for SaaS Connect in London, UK is limited! Make sure you grab your spot today! partying_face What's on deck?? 3PM - Doors open! partying_face 3:30PM - We kick things off with our Partnership Panel Discussion mega 4:30PM- Brief intermission wave 4:45PM - Roundtables begin speech_balloon 5:45-9PM- Happy hour! beers hamburger

Location: The Listing 27 Bush Ln, London EC4R 0AA, United Kingdom

Thank you to our Sponsors!: AppBind, Crossbeam, Salesforce, PartnerStack, Allbound, Cyclr, and Impact! tada https://www.eventbrite.ca/e/saas-connect-uk-tickets-444011730037
Anmol Mehra
Hi Everyone, We at Advantage Club are looking for Resellers and Channel partners, Please hit me up at Looking forward
Lindsey Ward {CSA Managing Director}
Hi! Welcome to the group!!
Gemma Palmer-Dighton
Happy Friday! I’ve just joined the group on the recommendation of @Kate Young who I met at a SF Community Event in the USA next week. Thanks for the recommendation Katy!
Lindsey Ward {CSA Managing Director}
welcome!!! So glad to have you smile
Tahlia Videlefsky
Don't forget to sign up to vcita's free webinar!

On Wednesday, November 9th at 1:30 EST, join Marcel Petitpas as he breaks down everything you need to know about Pricing & Scoping for your digital agency.

Get a fresh doc ready on your computer, you're going to want to take notes.

Sign up for free! https://bit.ly/3MZDSmm

#marketingagencies #pricing #scope
Anmol Mehra
Hi Everyone!! We at Advantage Club are looking for Resellers and Channel partners, Please hit me up at Looking forward
Lindsey Ward {CSA Managing Director}
@channel Panel announced for SaaS Connect in London. Nov 17th | 3:30PM partying_face

Proving Partnerships-Led Growth to your CRO fire

What do partnerships mean within SaaS, and how, as a partnership leader, do we go about proving it? We’ve all asked ourselves those fundamental questions in order to begin, or grow our ecosystems. So, exactly where do we find the answers that lead to successful growth?

In this panel discussion, *Wendy Gardner, RVP ISV Sales, at Salesforce Dimitar Stanimiroff, General Manager, EME, at Crossbeam and Ryan Sherman, VP of Product at Allbound s*hare proven strategies for creating, and demonstrating powerful, partner led growth. Join us to hear about lessons learned, and where success lies, with topics including:

- How to propel your GTM teams with partnerships to grow revenue. - How to build a thriving ecosystem of partners at scale - How to leverage the best products, and tools to prove your partner models. - How to take partner led growth to the next level Audience Q&A + more

http://ow.ly/9Y8l50LyQjy
Daniel Graff-Radford
I will be at SaaSConnect UK and can't wait to meet everyone there!
Lindsey Ward {CSA Managing Director}
Woohoo! Can't wait to connect there!
Lindsey Ward {CSA Managing Director}
@channel! SaaS Connect in London, UK is next week! Make sure you grab your spot today! partying_face What's on deck?? 3PM - Doors open! partying_face 3:30PM - We kick things off with our Partnership Panel Discussion mega with Wendy Gardner, RVP ISV Sales, at Salesforce, Dimitar Stanimiroff, General Manager, EMEA, at Crossbeam, and Ryan Sherman, VP of Product at Allbound 4:30PM- Brief intermission wave 4:45PM - Roundtables begin speech_balloon 5:45-9PM- Happy hour! beers hamburger

Location: The Listing 27 Bush Ln, London EC4R 0AA, United Kingdom

Thank you to our Sponsors! AppBind, Crossbeam, Salesforce, PartnerStack, Allbound, Cyclr, Impact, and Impartner! tada https://www.eventbrite.ca/e/saas-connect-uk-tickets-444011730037 (edited)
Daniel Tangney
Hi All! Curious to learn if anyone in this group will be attending the CyberTechNYC event next week?

Compyl will be exhibiting and we would love to meet with anyone from this community!
Daniel Tangney
Also, Compyl will be hosting a private event Tuesday evening! I'd be happy to get anyone from this group access. Let me know!
Bader Hamdan
wave CSA, what do you all think I should call this role? I debated the traditional "partner program manager" or "partner ops manager" but wondering if there is a unique title given this mix of skills/outcomes out of this role: • analytics visionary that can unpack the partner data to reshape the partner program • wears the operational excellence hat to ensure partner program governance and accountability • master collaborator that can connect the dots with stakeholders and partner leader to co-evolve the partner program and partnering motions
Jason Breed
@Bader Hamdan seems like this is either an Ops role or even a Strategic Initiatives Manager role. Be interested with what you come up with. A bit of context lost here with what are typical types of partners, what stage of the prospect/customer cycle as well. Post the full job role and I’ll make sure to share it as well. Rock on!
Julie Koslen Diehl
I'm not sure either @Bader Hamdan but it sounds like what I do simple_smile
Lindsey Ward {CSA Managing Director}
@channel Please give a HUGE welcome to our new community Manager @Tamara!! partying_face tada mega
Kate Young
Welcome @Tamara!
Tamara
Thanks, @Kate Young! Nice to meet you blush
Stacy L. Carlson
Welcome @Tamara!
Michelle Juarbe
Hey @Tamara welcome to the community wave
Bob Moore
Welcome @Tamara!!!
Tamara
Thanks for the kind welcome, everyone! Feel free to get connected and I look forward to meeting you all!
Sagar Shukla
Welcome @Tamara!!
Jonathan Mann
Woo Hoo! Welcome @Tamara!
Tamara
Thanks, @Jonathan Mann! Nice to meet you blush
Jonathan Mann
Ditto!
Sunir Shah
@channel The number one demand from my survey above was a member directory. I’m on it.

Second was networking events. Well, that’s what the team is busy doing.
Sagar Shukla
Thanks @Sunir Shah!
Dean DiGiulio
Hi, I am new to the group, nice to meet you all. Thanks for having me.
Dean DiGiulio
Anyone have any recommendations for a Partner Directory provider/solution? Thanks!
Tamara
Hey Dean, welcome! Here's a recent thread with some great responses that can help you get started: https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/general.html#p1661275726378399
Dan O’Leary
@Dean DiGiulio I've been insanely impressed with Partner Page the product and the team. @Dave Mowbray can help you out. They power sites like https://zapier.com/experts which I have used as a customer
Dave Mowbray
Thanks Dan, appreciate the kind words! @Dean DiGiulio I will send you a message
Jake Wallace
Morphed powers unbounce Partnerpage powers Klaviyo Partnerfleet powers Salesloft

I know the founders of all 3. Let me know if you want an intro.
Dean DiGiulio
Thank you All, pardon the delay here, I'll check out these resources and recommendations. Really appreciate it. - dean
Suresh Kumar
Hi , I am suresh,new to this group. Looking for partners to sell our SaaS Product. Nice to meet you all..!
Lindsey Ward {CSA Managing Director}
@channel SaaS Connect in London, UK is TODAY!!

What's on deck?? 3PM - Doors open! partying_face 3:30PM - We kick things off with our Partnership Panel Discussion mega with Wendy Gardner, RVP ISV Sales, at Salesforce, Dimitar Stanimiroff, General Manager, EMEA, at Crossbeam, and Ryan Sherman, VP of Product at Allbound 4:30PM- Brief intermission wave 4:45PM - Roundtables begin speech_balloon 5:45-9PM- Happy hour! beers hamburger

Location: The Listing 27 Bush Ln, London EC4R 0AA, United Kingdom

Thank you to our Sponsors! AppBind, Crossbeam, Salesforce, PartnerStack, Allbound, Cyclr, Impact, and Impartner! tada https://www.eventbrite.ca/e/saas-connect-uk-tickets-444011730037
Gemma Palmer-Dighton
Looking forward to joining you there!
Lindsey Ward {CSA Managing Director}
Looking forward to meeting @Gemma Palmer-Dighton!!
Tamara
This will be an amazing event! Enjoy tada
David Howard
Want to find out how your peers are responding to the recession (or is it?) ? Is it as bad as the media portrays it? Jump in on our survey! https://buzzboardhr.typeform.com/macro-survey
Prasoon Verma
Hey Everyone wave

Prasoon here from Bangalore, India! It's lovely to join the community. I have 15 years of experience in the Business Intelligence and analytics domain. Have deployed analytics products and solutions across the CPG, Retail, Healthcare, and Manufacturing industries.

I am building a search-based BI and analytics platform, INSIA, that can enable business users to make fast and smart data-driven decisions!

I hope to get a lot of knowledge and guidance, especially around GTM and product-led growth.

I can provide support on anything Data. I look forward to connecting, learning, and helping wherever possible.
Sunir Shah
Hey folks, my LinkedIn inbox is a trainwreck. Does anyone have a better tool to manage LinkedIn messages... I dream of managing LinkedIn messages from my gmail.
Chris Keil
you should post this on linkedin
Sunir Shah
I did! Well worth it. Talking to LeadDelta today. Also Canadian! maple_leaf
Chris Keil
EHHHH. ice_hockey_stick_and_puck
Sunir Shah
We can add them to our local merry band of saas folks
Maveen K
Hi There Maveen here from Hyderabad-India. Glad to be part of this Community. I have close to 14 Yrs of experience working in Cloud Software Services & Product Sales & Services. Currently Working on a Kubernetes Tool that can spin off Virtual k8's Clusters to Improve Developer Productivity & help SAAS Companies.
Lindsey Ward {CSA Managing Director}
Thanks so much to everyone that came out to SaaS Connect UK! It was a great event, and so good to meet everyone! partying_face raised_hands
Sandia Jagesar
Thank you for organising!
Lindsey Ward {CSA Managing Director}
My pleasure!
Srivatsan Nemili Aravamudan
I am curious to know if anyone else is working on Clutch alternatives for listing and leads platform?
Ellen Nguyen - ICTS Custom Software
Did you try G2 and Goodfirms?
Srivatsan Nemili Aravamudan
Not heard of G2, Goodfirms yes!
Sunir Shah
@James Sandoval (MeasureMatch) is from MeasureMatch as well
James Sandoval (MeasureMatch)
Cheers @Sunir Shah. @Srivatsan Nemili Aravamudan The MeasureMatch marketplace has a [simple] ratings and review system, but it’s vastly different than how Clutch, G2 and other review services work. What exactly are you looking for?
Srivatsan Nemili Aravamudan
H @James Sandoval (MeasureMatch) thanks for answering. Yea similar to that of clutch for leads
Jeya Sivans
Hi, is anyone up for being a podcast guest on the following topic- When should SaaS startups think of Partnerships? This will be a 20mins chat. Posted in social media and sent to founders. If so please DM me and I shall send the details over .
Kasey Bayne (Pocketed)
@Ben Walter would be great for this! He's a SaaS startup partnership pro!
Sunir Shah
@Jeya Sivans happy to do this as well. the answer is when the customer needs partners to get through your lifecycle; but that means you should be talking to the customer about their problems in general.
Jeya Sivans
@Sunir Shah the more I speak to startups I gather they need help and knowledge anything to do with startups. I'm dropping you an email with a schedule link. Thank you.
Sourajit Ghoshal
Hi, I lead the Partnerships and Alliances at Scrut. We are a SaaS based GRC platform helping customers with their compliance needs.

A challenge am facing is with taking partners through the agreement stage. Am getting pushback from the partners who are saying that as the pipeline isnt quite there, why have the agreement.

How to proceed?
Scott Varner
@Sourajit Ghoshal What’s the nature of these partnerships? Are they referring business to you? Any high level details on the relationship and partner model would help.
Sunir Shah
Are these the auditing firms? They want leads from you, right?
Sourajit Ghoshal
They are primarily MSSPs, who will be using our GRC tool as a par of their solution. The model of engagement is more of a resell type, where we act as an OEM provider for them.
Sunir Shah
@channel We’re hosting a virtual Agency Connect cocktail party Dec 6. If you’re trying to reach agencies ahead of 2023, we will have 150 there in a very high touch, warm environment where we’ll put you in a position to break the ice and build high quality relationships + the entire attendee list will be yours. If you want in as a sponsor, now’s a good time to say so. simple_smile $1500 each.

Simple, wonderful, happy holiday, hit your KPIs. santa
Bernhard Friedrichs
Hello everyone, we organized a Partnership Meetup in Berlin last week. A lot of people joined and we will keep organizing more Partnerships MeetUps. Check the link below, and feel free to reach out if you want to receive updates about the upcoming meetups. https://www.linkedin.com/feed/update/urnliactivity:7003439119167086592/
Bernhard Friedrichs
Join also the #meetup-berlin channel. We will post updates there.
Jay McBain
Proud moment for all of us at Canalys today as Ruba Borno (global channel chief) for Amazon Web Services (AWS) quantified their value to partners with our research. 65k people are here in Vegas and 300k are dialing in!
Tamara
You're invited...to SaaS Connect 2023! tada

This is an event you won't want to miss. We’re bringing together the largest collection of SaaS partnership leaders all in one room.

Join us to expand your network, discover new opportunities in the market, level up your partnership expertise, and meet brand new partners.

admission_tickets Super early bird tickets are on sale now. Over 40% off the general price. [Sale ends Jan 01/2023]

Register here now! arrow_right https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627

Are you a CSA Executive Member? Check your email for a special link wink
Chris Keil
PartnerStack recently shared a free guide on how to Recruit Your First 100 Revenue-Generating Partners! It has tons of information, downloadable templates you can use, strategies and more. Hope this helps!

https://partnerstack.com/resources/guides/recruit-your-first-100-revenue-generating-partners
Jeya Sivans
Hi, I'm looking for SaaS founders to be a guest in my podcast. Please ping me here if you're a SaaS founder or know a SaaS founder that could be interested. Many thanks
Tamara
wave Did you get your early bird ticket for SaaS Connect 2023 yet? eyes Registration has kicked off and CSA members are already grabbing theirs!

This will be our biggest event yet, where we’re bringing together the largest collection of SaaS partnership leaders all in one room. This year, we had over 400 partnership leaders attend, and we’re expecting even more attendees in 2023 tada

Join us to expand your network, discover new opportunities, level up your partnership knowledge, and meet new partners.

Super early bird tickets are on sale now. Get 40% off the general price only until Dec 31/22. Register now! https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627

Are you a CSA Executive Member? Check your email for a special link from us wink
Tamara
Tell your story of partnership glory...SPEAKERS NEEDED! microphonemicrophone

SaaS Connect 2023 is happening in San Francisco next April. This is your opportunity to speak and share your expertise in front of over 400 SaaS partnership leaders! (Plus, attend an amazing conference and meet the rest of our community in-person!)

Looking for topics around: speech_balloon - Integrations, platforms and APIs - Marketplaces and distribution - Channel sales, marketing, and reselling

And all other things partnerships-related! rocket

arrow_right Apply to speak at SaaS Connect 2023
Liz Garcia (Pandium)
Hey everyone wave - I'm helping coordinate office hour sessions relevant to those building, launching, and managing, APIs, app marketplaces, integrations, and SaaS platforms!

Join us for our first open forum zoom session on Dec 13th to ask questions about what to implement to transition from a product to a platform. Cristina Flaschen, who has years of experience working in and with SaaS companies on this problem, will be hosting!

Register here:
Sean Blanda (Crossbeam)
Hey friends - Crossbeam is putting together its 4th annual (!) State of the Partner Ecosystem report! Includes salary data, KPI benchmarking, and more to guide your 2023. Take its 10-minute survey and get:

1 - The final report a week before we release to the public in Q1 2 - A totally updated mini-guide partnership salaries before the EOY (perfect for your year end reviews!)

https://crossbeam.typeform.com/SOPE23
Parker Cho
For some fun on this hump day – I’m assuming you’ve seen your spotify wrapped by now… what about your partnerships wrapped? grin https://www.linkedin.com/posts/prontotechnologyinc_your-2022-partnerships-wrapped-is-[…]869269946368--NmO?utm_source=share&utm_medium=member_desktop
Tamara
How fun, Parker! We should do one for the CSA community wink raised_hands
Tamara
boom More exciting news for today...announcing the brand new Cloud Software Association Partner Vendor Directory! tada

Curious who makes up our community? With over 4,000 members in the Cloud Software Association, our membership is made up of tons of _incredible_ brands, tools, and technology.

With the help of our members, we’ve published a directory of partnership tech, making it much easier for you to find exactly what you need. raised_hands So if you’re looking for the exact tools any partnership professional needs to be successful - we’ve got you covered!

To make this directory valuable for everyone, we need your help. 1. Claim your listing. Start by optimizing your listing to best represent your brand. Here’s how. 2. Not there yet? Add your listing. Last but not least, start browsing the directory to discover all the different partners and vendors represented by your fellow partnership professionals.

arrow_right Browse the Directory

Got questions? Let us know in the comments arrow_down

Thank you, Partner Fleet for providing the service. Want to launch your own directory? Contact them at https://www.partnerfleet.io/
Tom Elliott
@sunir @Tamara this is great! Wondering how/why some member companies had pre-existing profiles, but Left Hook did not? No complaint at all- just wondering what qualified a member to be pre-listed. Thanks!
Tom Elliott
also for clarification (and I think I know the answer)- to unlock the fuller listing profile (“Enterprise Member”), a company has to be a Cloud Connect conference sponsor, or otherwise have some higher-level biz relationship with CSA, correct?
Tom Elliott
i.e. simply being a paid member doesn’t unlock anything in the “Enterprise Membership,” jah? @Tamara if you’re still seeing slacks just now
Tamara
Hey @Tom Elliott! Great question. The listings you see on there were migrated over from our old vendor directory. We simply wanted to start populating it with as many listings as we could, and we are now able to easily welcome new applications! Excited to have Left Hook on there simple_smile

As for your second question - you're absolutely right. The Featured listings with a full profile are our Enterprise Members, also known as our CSA sponsors.

Executive Members, our paid membership, doesn't curently unlock anything on our directory. Hope that answers your questions!
Tom Elliott
It does! Who is handling sponsorships for CSA at this point? Thanks!
Tamara
Perfect! You can reach out to @Lindsey Ward {CSA Managing Director} simple_smile We'd love to chat more!
Tom Elliott
@Tamara Sorry to bug- but I still don’t see our basic-level profile published in the marketplace. Is there an approval process for our profile?
Tamara
Hey @Tom Elliott! I can see your application has been approved. You'll just need to create your listing and you'll be good to go. Here's more info on how to do that.
Tamara
alarm_clock Time is running out for early bird tickets to SaaS Connect 2023 alarm_clock

This is a great way to spend any leftover personal development budget! eyes With over 600 SaaS partnership leaders in one room, it will be our biggest and best event yet.

white_check_mark Network with the best of the best white_check_mark Book new partner opportunities white_check_mark Level up your expertise white_check_mark Have a blast with the community in person! tada

Super early bird tickets are only on sale until Dec 31/22. Get 40% off the general price only and register now! Bring your team, too! arrow_right https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627
Tamara
Come and join us in our upcoming SaaS Connect 1:1 next Thursday! tada

How do you succeed with European partner ecosystems? eyes earth_africa

Join two international partnership veterans, @Bernhard Friedrichs of PartnerXperience and @Rob Rebholz of Superglue.io as they’ll share insights, best practices, and tactics on how to build and scale European partner ecosystems. Learn what works, what doesn’t, and how to approach your ecosystem expansion and growth across Europe. boom

alarm_clock Time: 10am PT | 1pm ET spiral_calendar_pad When: Thursday, December 15 hourglass_flowing_sand Duration: 45-60 mins

You in? Register here. point_left
Tamara
Happy Monday, Cloud Software Association! simple_smile Here's a roundup of what's been happening in the community and what's coming up next!

It's been busy here, especially with the launch of our new Partner Vendor Directory tada If you’re looking for the exact tools any partnership professional needs to be successful - we’ve got you covered! Claim your listing or get added to the directory if you're not on there yet. raised_hands Here's how.

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 1:1 | December 15, 2022 | Virtual Webinar How do you succeed with European partner ecosystems? eyes earth_africa Join two international partnership veterans, @Bernhard Friedrichs of PartnerXperience and @Rob Rebholz of Superglue.io as they’ll share insights, best practices, and tactics on how to build and scale European partner ecosystems. point_right Register here.

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco point_right Get your SUPER early bird tickets now before prices go up on Jan 1. This is the ultimate event for SaaS partnership pros - don't miss it!

Posts to check out boom speech_balloon @Sean Blanda (Crossbeam) from Crossbeam is putting together the 4th annual State of the Partner Ecosystem report! Take the survey & get some early insights. speech_balloon @Liz Garcia (Pandium) from Pandium is hosting open forum zoom session on Dec 13th to answer questions about what to implement when transitioning from a product to a platform. Check it out!

Fresh Content books link How Salesforce’s Core Values Encourage Trust and Innovation with Amy Gorman, Vice President ISV Sales at Salesforce link What incentives actually incentivize partners? with Alex Glenn, CEO of Partnerhub

Job Board briefcase link Vice President, Global Alliances & Partnerships at insightsoftware - message @Julie Koslen Diehl link Business Development Manager Northeast and New England Region (NY and NJ) at Jotform - message @Allie Schratz link Product Marketing Manager at Jotform - message @Allie Schratz Remember you can submit your jobs HERE anytime.

Your Action Steps! arrow_down ballot_box_with_check Get on the Partner Vendor Directory ballot_box_with_check Apply to speak at SaaS Connect 2023 ballot_box_with_check Buy your super early bird ticket for SaaS Connect 2023 (at the best price!) ballot_box_with_check Register for SaaS Connect 1:1 happening Thursday

Welcome some of our newest CSA members tada wave Ashley Brown, Alex Sigov, Miguel CHESSA, Stephen Spence, Marcel Macinga, Edgar Carrasco, Ben Davies, Tyler O'Brien, Ralf Boonstoppel, Stephane, Derek Eubanks, Amanda, Chuck Pacheco, Gary Gower, Phillip Bublitz, Yoshiko Araki, Chris Saum, Todd Kirk, and Andy Karuza

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Liz Garcia (Pandium)
Thanks for the shoutout about our office hours session Tamara!
Michelle Juarbe
Super helpful and informative @Tamara Thank you!
Tamara
@here WHAT'S ON THIS WEEK? fire

How do you succeed with European partner ecosystems? eyes earth_africa Join two international partnership veterans, @Bernhard Friedrichs of PartnerXperience and @Rob Rebholz of Superglue.io as they’ll share insights, best practices, and tactics on how to build and scale European partner ecosystems. Learn what works, what doesn’t, and how to approach your ecosystem expansion and growth across Europe. boom

alarm_clock Time: 10am PT | 1pm ET spiral_calendar_pad When: Thursday, December 15

Register here. point_left
Nikunj Sanghvi
HubSpot’s partner program is widely admired as one of the best in the SAAS space, and I was recently compiling everything I could on them - sharing it here in case its of use to others:

Interviews with HubSpot’s Partner team:

How I Built a $100M+ Sales Channel By Challenging the Status Quo https://thinkgrowth.org/how-i-built-a-100m-sales-channel-by-challenging-the-status-quo-e82000e9179d

7 Steps HubSpot Used to Scale Its Channel Sales Program https://openviewpartners.com/blog/how-to-build-a-channel-sales-program/

HubSpot’s ex-VP of Channel Sales: How to Build The World’s Best Channel Sales Program https://www.saastr.com/build-the-worlds-best-channel-sales-program/

52 Agencies Share the Top Benefits of HubSpot’s Partner Program https://blog.partnerstack.com/post/agencies-share-benefits-of-hubspots-partner-program

Building HubSpot’s Partner Program with Pete Caputa https://partneredpodcast.com/episodes/063-building-hubspots-partner-program-with-pete-caputa-AjUwKmEK/transcript

How HubSpot created an immensely successful indirect channel https://channext.com/blog/how-hubspot-created-an-immensely-successful-indirect-channel/

How We’ve Started Building HubSpot’s Second Channel Sales Program https://www.linkedin.com/pulse/how-weve-started-building-hubspots-second-channel-sales-signorelli/

A Partnership Leader Growing HubSpot’s Ecosystem Community https://www.pandium.com/blogs/a-partnership-leader-growing-hubspots-ecosystem-community

Lessons Learned from HubSpot when Growing a Partner Program https://podcasts.apple.com/us/podcast/lessons-learned-from-hubspot-when-growing-a-partner/id1153309766?i=1000566117714

HubSpot’s own partner case studies and reports:

IDC report: The HubSpot Ecosystem: More than $26 Billion in New Opportunity for Partners https://www.hubspot.com/hubfs/IDC%20Report%20HubSpot%20Ecosystem%20Opportunity/The%20HubSpot%20Ecosystem%20More%20Than%20$26%20Billion%20in%20New%20Opportunity%20Ahead.pdf

How can the HubSpot Solutions Partner Program help you increase revenue per client? https://www.hubspot.com/partners/revenue

ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner https://www.hubspot.com/case-studies/manobyte

Winbound Increases Revenue by 100% as a HubSpot Partner https://www.hubspot.com/case-studies/winbound

HubSpot Releases The State of Partner Ops and Programs Report, Detailing the Business Impact of Partner Ecosystems https://www.hubspot.com/company-news/the-state-of-partner-ops-and-programs-report-2022

Finnish Duo Partner with HubSpot to Transform Agency and Triple Revenue https://www.hubspot.com/case-studies/salescommunications

3rd-party analysis and reports:

https://thebaton.substack.com/p/what-made-boxs-2006-pivot-exciting #1: “If you’re approaching an agency, just to get them to resell your technology, it’s not going to work well” — _Databox’s CEO, Peter Caputa (ex-HubSpot), an elder statesman of reseller strategy, unpacks his understanding through the lens of how martech SaaS startups can scale with agencies._ _(Source: Reverse Engineered)_

https://www.sramanamitra.com/2021/05/24/cloud-stocks-hubspots-paas-ecosystem-revenues-expected-to-grow-rapidly/ HubSpot has been an avid follower of a PaaS strategy. It has a dedicated app partner program geared toward developers and companies that want to grow their business by building apps on HubSpot’s open platform. This helps companies grow their business by distributing their apps to HubSpot’s growing customer base. Developers can create apps and then list them on its App Marketplace to access HubSpot’s customer base. 94% of HubSpot’s more than 100,000 customers use the apps on its marketplace to grow business. HubSpot’s reports reveal that each customer averages over seven third party app installs. According to a recent white paper published by IDC, the global HubSpot partner ecosystem revenue, classified as revenue generated by the several app and solutions partners that provide the products and services for HubSpot’s CRM platform software, is projected to grow from $4.8 billion in 2020 to $12.5 billion in 2024. HubSpot has built its platform with extensibility in mind, enabling customers to easily integrate their HubSpot instance with other services and solutions that are tailored to their specific needs. As its ecosystem grows, the options available to customers to help them derive higher value from its platform will grow as well.

Earnings call transcripts:

https://www.fool.com/earnings/call-transcripts/2022/02/11/hubspot-hubs-q4-2021-earnings-call-transcript/ In the last few years, you’ve released a lot of new tools, whether it be content management, operations-focused, service-focused use cases. How has the type of partner that you’re attracting to the ecosystem change with the release of these tools? And what’s the company’s strategy around acquiring new partners, getting them ramped up and making sure they’re going to be successful given that these are a little bit different use cases than the marketing- and sales-focused partners you’ve worked with in the past? Thanks.

Yamini Rangan -- _Chief Executive Officer_ Thanks a lot. I love a good partner question. I love the partner ecosystem. I’ll tell you like -- the partner ecosystem is that -- really come along with us. And almost 18 months ago, we went to the partners and we said, “We have a clear strategy for the partner ecosystem, which is we want to scale selling and servicing with partners.” Why? Because when partners get involved, our customers get onboarded the right way. They get a lot more value, and therefore, they stay longer with us. It’s good for our customers, and therefore, it’s good for HubSpot. And so what we’ve done -- and if you step back, we had a lot of these marketing agencies that were working on a retainer basis. And over the last couple of years, we have invested in training, enablement, joint selling so that they not only do that but are able to meet the entire breadth of the product portfolio and the service that needs there. And so now we have partners that do more complex CRM implementations, much more integrations, deal with complex use cases as we go upmarket. And there’s just a nice development and momentum of partners who can provide the full set of services. In 2022, we are investing in that co-selling. We have a common interface so that we know exactly the conversations we are jointly having with customers. And we’re continuing to invest in terms of partner enablement, but also getting our direct sales teams talking with the partners a lot more. I’m really happy with where the partner ecosystem is kind of going based on a lot of the investments we have made.

One to start there, but was hoping to spend some time on just segmentation of the move upmarket. We’ve heard some encouraging signs from your partners echoing what Yamini is saying just around better alignment, but also larger customers than that historical sweet spot showing up asking for hubs and more formal processes. And I just want to explore what’s happening behind the scenes there? How much of this, from your perspective, is tied to internal efforts, some of the partner efforts that you’ve embarked on? And obviously, having a more comprehensive products, that helps, too. But just would love to just explore that in more context given there’s just a lot of good things happening with the growth drivers here currently.

Yamini Rangan -- _Chief Executive Officer_ Yeah. Thanks a lot for the question, Michael. And you exactly made it right. So we definitely see, from a product perspective, from a go-to-market perspective, as well as partner alignment, and if you step back for the past year, we’ve been talking about our focus in terms of really all of our segments. And especially the 200 to 2,000 segment, which we call the upmarket segment, we’re really focusing both from a product, as well as the go-to-market perspective. On the product side, you saw a lot of the investments that we did last year. The best that we are making are paying off. On the Sales Hub side, a ton of innovation, all the way from Conversation Intelligence to more advanced forecasting, to CPQ, all of those add tremendous amount of power at that enterprise tier. You saw the same thing with Marketing Hub. And so almost every hub, we have really invested and the pace of acceleration -- the pace of innovation is actually showing up. On the go-to-market side, one of the things that we say internally at HubSpot is that you can have great strategy, but just alignment across products and go-to-market is even more important than strategy. And over the last 18 months, we have again focused on that alignment. And when we say alignment with a good market, it’s like when we pour innovation to the enterprise tier, then there is an aligned sales motion where our sales reps with the partner ecosystem are talking to our customers about the value that we are getting, which is very powerful, right? So I think it’s that coordinated effort across products, go-to-market and partners that drive that upmarket momentum, and we’re going to continue to invest on that.

https://blog.publiccomps.com/hubspot-hubs-q4-2020-earnings-teardown/ Partner program - HubSpot’s solutions partners promote their brand and offer the growth platform to their clients. These accounted for ~36% of total customers and 41% of total revenue in 2019.

https://www.fool.com/earnings/call-transcripts/2022/11/02/hubspot-hubs-q3-2022-earnings-call-transcript/ A lot of your agency partners are small businesses themselves. So wondering if they’re seeing any added pressure here. And just overall, what is the performance of the agency partner channel look like relative to your own direct sales efforts and Inbound demand? Yamini Rangan -- _Chief Executive Officer_ Yeah. Parker, really good question. I think, look, no one is immune to the macro headwinds that we are overall seeing. So I think if VPA partners will also see it. Now having said that, we have about 6,000 partners within our overall ecosystem and they contribute about 40% of our revenue. Over the last couple of years, we have invested pretty heavily in the partners in terms of enabling the partners in terms of helping them kind of really transform from being a marketing agency to a full-fledged CRM implementer and being able to take our upmarket customers and drive sales distal for of market customers. And I’d say that is working really well. Partner contribution to total rep-driven MRR, both what they’re sourcing as well as what they are co-selling with HubSpot is doing well. It was pretty high in Q2 and it continued to be pretty high in Q3, and that’s sign that partners are very engaged and they are moving on the journey with us as we really provide a platform for scaling companies. So we’re happy with how our partners are executing and they’re executing in a tough environment. So huge thanks and shout out to them.

https://ir.hubspot.com/news/hubspot-reports-q3-2022-results Revenue Total revenue was $444.0 million, up 31% compared to Q3'21. ◦ Subscription revenue was $435.0 million, up 32% compared to Q3'21. ◦ Professional services and other revenue was $8.9 million, down 13% compared to Q3'21. (PS revenue = 2% of total revenue and declining double-digits vs. subscription revenue growing double-digits)

HubSpot partner program policies

https://www.hubspot.com/partners/solutions-program-policies

https://www.hubspot.com/partners/hubspot-for-strategic-partners

https://www.hubspot.com/partners

https://www.hubspot.com/partners/marketing/benefits

https://www.hubspot.com/partners/marketing/using-hubspot-for-clients

https://www.hubspot.com/hubfs/2022%20Partner%20Tier%20Benefit%20Guide.pdf

If there’s anyone who has anything additional to share on this topic, especially someone who’s or has been a HS insider I’d love to see.
Nikunj Sanghvi
And this recent interview with HubSpot’s CEO, from the 44-minute mark: https://youtu.be/sNU4h7LpHOI?t=2652

Here’s the auto-generated transcript: Jason: Global Solutions partners are so important in some SMBs right - your partners are 43% of your Revenue - so what’s going on with these Partners these implementation partners and how do you enable them and how does this work

Yamini: it’s so important and it’s uh you know if you talk about Again The Not So Secret Sauce we talked about distribution we talked about big TAM the next is how do you build a moat and you cannot build a moat by just having direct sales you really have to have a thriving partner ecosystem and for us you know we started very early with the partner ecosystem

I think that’s a key – when you think about partner ecosystem you just have to have very clear message in terms of your strategy so a couple years ago we went and said our strategy is to sell and service with partners and we were clear about it we gave the stat that for every dollar that a customer spends there is six additional dollars within the ecosystem so you want to build a you know business like this is the time for you to kind of you know engage with us

so get the strategy right and there are a lot of things learnings in terms of avoiding conflict and making sure that the right incentives are in place for the direct sales team and the partner sales team to be on the same page at the end of the day you know we’re here to serve the customer the more we can collaborate with our partners uh and the direct sales team and the partner sales team like works very closely together the better our customers uh get value from HubSpot and so I think we’ve gone to that in addition to that you gotta have a ton of enablement you got to treat Partners you know they they get to hear about big feature launches way before they’re enabled uh and they come along the journey with us and so it’s become you know a really key part of our uh overall distribution strategy so we have product-led motion, we have sales led motion we have partner-led motion yeah people missed this third one.
Will Taylor
Wow @Nikunj Sanghvi great summary. Really great. This is such a wealth of knowledge, thank you!
Tamara
Did you register yet for the next SaaS Connect 1:1, happening TOMORROW? tada

How do you succeed with European partner ecosystems? eyes earth_africa

Join two international partnership veterans, @Bernhard Friedrichs of PartnerXperience and @Rob Rebholz of Superglue.io as they’ll share insights, best practices, and tactics on how to build and scale European partner ecosystems. Learn what works, what doesn’t, and how to approach your ecosystem expansion and growth across Europe. boom

alarm_clock Time: 10am PT | 1pm ET spiral_calendar_pad When: Thursday, December 15 hourglass_flowing_sand Duration: 45-60 mins

You in? Register here. point_left
sharon hiu
Hi, I've a question for all: Are you aware of any 3rd party tooling that would allow tech vendors to integrate their websites & CRM system to easily build and manage a partner directory? Asking for a colleague.
Jasmine Bailey
Have you tried Hubspot?
Rashellee Herrera
Not sure if this is what you have in mind, but maybe Zluri https://www.zluri.com/catalog/prospect-crm/
Tamara
@channel TODAY fire 10AM PT How to Succeed with European Partner Ecosystems

In this dedicated hour join hosts @Bernhard Friedrichs Founder | PartnerXperience, and @Rob Rebholz Co-founder & CEO | Superglue.io, as they share insights, best practices, and tactics on how to build and scale European partner ecosystems. Learn what works, what doesn’t, and how to approach your ecosystem expansion and growth across Europe.

What's on topic? • US vs. Europe: key differences, opportunities, misconceptions • Partnering across Europe: country deep-dives • Entry strategies and tactics on how to build a European ecosystem • + more! point_rightRegister here!
Tamara
We had such a GREAT convo around European Partner Ecosystems, hosted by @Bernhard Friedrichs & @Rob Rebholz! fire Thanks to everyone who joined us and asked great questions. Recording coming soooon! tv

Did you miss the convo but want to learn MORE about GoToEurope market entry strategies?

Join our newest channel & drop all your questions: #saas-partnerships-europe

Cya there! raised_hands
Tamara
@channel Starting now! point_rightHow to Succeed with European Partner Ecosystems

In this dedicated hour join hosts Bernhard, Founder | PartnerXperience, and Rob, Co-founder & CEO | Superglue.io, as they share insights, best practices, and tactics on how to build and scale European partner ecosystems.

point_right It's not too late to register here!
Jasmine Bailey
Just registered
Debra Schwartz
Thank you, Nik. I love listening to everything the HubSpot team has learned over the years. Very instructive - good stuff.
Tamara
boom Happy Friday, Cloud Software Association! How are we feeling today? coffee

As we gear up for 2023, we'd love to know...if you could have anyone speak at SaaS Connect 2023, who would it be? studio_microphone

Drop it in the comments! arrow_down Let's make it happen wink
Tamara
I'll start. Of course, we wanna hear from @Sunir Shah! Who else?
Sunir Shah
I’d like the OpenAI Chatbot to speak
Sunir Shah
However, I’m in a conflict of interest because I’ve fallen in love with it
Lindsey Ward {CSA Managing Director}
We'll get you both to do a panel @Sunir Shah joy
Sunir Shah
Humans… merely unnecessary or inconvenient?
Sunir Shah
@channel I’m recruiting speakers for SaaS Connect. What company’s partner program do you admire? I’ll go after them.
Tamara
Thanks for sharing, @Adam Faber (PartnerStack)! This is a great list eyes
Lindsey Ward {CSA Managing Director}
loudspeaker @channel Calling all CSA vendors! You might have noticed that we recently launched our new vendor directory! If you haven't already make sure you apply, or claim your listing computer partying_face https://csa.partnerfleet.app/

We want to start 2023 off with a bang by hearing from you! boom What have liked about the directory? What can we improve on? How can CSA make your experience as a vendor better, and more valuable? Register here to take part in the discussion on January 10th, and don't forget to fill out our short survey so we can jump into a great conversation pencil2 arrow_right arrow_right arrow_right https://us02web.zoom.us/meeting/register/tZwrde6qrz4oG9y2T6mE4FFOtvuna7ps4H03
Tamara
Happy Monday, Cloud Software Association! star️ Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets Q&A! How to Navigate Microsoft as an ISV with Neeti Gupta | December 21, 9AM PT | Online point_right Discover how Neeti got VMWare to a top 5 ISV partner of Microsoft. Register here!

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco point_right Get your SUPER early bird tickets now before prices go up on Jan 1. This is the ultimate event bringing together 600+ SaaS partnership pros - don't miss it!

admission_tickets Leveraging Partnerships for Growth | January 10, 2023 | Online @Kelly Sarabyn from Hubspot is hosting a webinar with 4 CEOs to discuss how they approach partnerships. More details here.

Posts to check out boom speech_balloon @Sunir Shah put together a ‘reseller’ agreement template. Check it out! speech_balloon @Stewart Wesley from PartnerPage shared a fantastic tool to help partner managers find deals in Salesforce that weren’t properly attributed to partners. Hit those quotas - learn more! speech_balloon @Indu Manglotra from WorkSpan hosted a panel: "Building Joint Solutions with Tech Partners." Grab the replay. speech_balloon @Nikunj Sanghvi put together an awesome compilation on HubSpot’s partner program. Save this post! speech_balloon @sharon hiu is looking for suggestions on tooling for building a partner directory. Drop your suggestions here!

Fresh Content books link Lessons Learned Building Snowflake’s Ecosystem From Scratch with Tarik Dwiek, Director of Technology Alliances at Snowflake link How Salesforce’s Core Values Encourage Trust and Innovation with Amy Gorman, Vice President ISV Sales at Salesforce link What incentives actually incentivize partners? with Alex Glenn, CEO of Partnerhub

Job Board briefcase link Senior Manager, Business Development – Strategic Partnerships at Dropbox Submit your jobs HERE anytime.

Your Action Steps! arrow_down ballot_box_with_check Buy your super early bird ticket for SaaS Connect 2023 (only 13 days left to grab the best price!) ballot_box_with_check Get on the Partner Vendor Directory ballot_box_with_check Apply to speak at SaaS Connect 2023 ballot_box_with_check Calling all CSA Vendors - Let's plan for 2023 together!

Welcome some of our newest CSA members tada wave Cathy Chang, Jody Spencer, Steven Coles, Robin Brinkmann, Bhagavatiprasad Vaghela, Nora Al-Adwani, Jim Tennant, Oliver B, Rashellee Herrera, Richard Ainscough, Nicole Campos, Yenhsin, Austin Lemke, Lauren Wendell, Heatherly Bucher, Helen Morse, Santiago Barcón, Jeffrey Talasazan, Daniel Bondzie, Gabriel. We can't wait to see your #intros! simple_smile

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Sunir Shah
@channel Hey fabulous folks… ok, here’s my not-so-private opinion. Hyperscalars are big, and the Microsoft ecosystem is the BIGGEST one out there…

But it’s a frickin’ nightmare to break into. Microsoft has 300,000 employees and a total global market impact > $1T. What do you have to offer, eh?

So I convinced @Neeti Gupta (https://www.linkedin.com/in/neetigupta/), who runs the Microsoft Alliance at VMWare to do an AMA for us. How did she get VMWare from shrug to a top 5 ISV partner of Microsoft? You’d think it’d be easy for a company like VMWare…. no. Even they required a serious plan of action.

This is a preview of her upcoming talk at SaaS Connect 2023. But I don’t think anyone can wait a full quarter.

Come one, come all. This Wednesday 9am PT. Sign up here.

https://us02web.zoom.us/meeting/register/tZEqdu-gqTwvGNdm3HYJLmHNCrAOzHS-V4tl
Jason Breed
@Neeti Gupta is amazing. looking forward to it ^^^^^^^
Usha Kalva
Join us on 20th December for a masterclass on PLG and Digital CS.

The lessons you’ll take away: Is PLG for you? The human touch in Digital touch CS As a leader, how can you lead your team to be successful with these approaches to post-sales? Let us know if there’s anything else we should be discussing! Time: 7 pm ET | 4 pm PT | Australia Time: 11 am AEDT RSVP NOW: https://bit.ly/3iOr3AE
Tamara
Thanks for sharing, Usha!
Tamara
rotating_light11 Days Left...to grab your SUPER early bird ticket to SaaS Connect 2023! rotating_light @channel

This is a great way to spend any leftover personal development budget! eyes With over 500 SaaS partnership leaders in one room, it will be our biggest and best event yet.

white_check_mark Network with the best of the best white_check_mark Book new partner opportunities white_check_mark Level up your expertise white_check_mark Have a blast with the community in person! tada

Prices go up on January 1, 2023! Get 40% off the general price by registering now! Bring your team, too! arrow_right https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627

Will we see you there?!
Tamara
@channel Did you register yet for our Q&A happening TOMORROW? tada

How to navigate Microsoft as an ISV with @Neeti Gupta from VMware fire

Only 2 years ago, VMware was nowhere with Microsoft, until Neeti, Head of Hyperscaler Alliances at VMware, turned it around and became their # 2 partner of the year. boom

point_right How did she do this? What does it take? Do you need to be a winner like VMware to achieve this?

Discover how you can do it too. Register now! computer http://ow.ly/sT4L50M7wyz

alarm_clock Time: 9am PT | 12pm ET spiral_calendar_pad When: Wednesday, December 20 hourglass_flowing_sand Duration: 45-60 mins
Tamara
fire Join us TODAY for a Q&A with @Sunir Shah and @Neeti Gupta from VMware fire

How to navigate Microsoft as an ISV with @Neeti Gupta from VMware

Only 2 years ago, VMware was nowhere with Microsoft, until Neeti, Head of Hyperscaler Alliances at VMware, turned it around and became their # 2 partner of the year. boom

Register now! point_right http://ow.ly/sT4L50M7wyz

alarm_clock Time: 9am PT | 12pm ET hourglass_flowing_sand Duration: 45-60 mins
Tamara
@channel Starting now! point_right Q&A: How to navigate Microsoft as an ISV with Neeti Gupta from VMware

Learn how Neeti, Head of Hyperscaler Alliances at VMware, turned VMware into Microsoft's # 2 partner of the year. boom

point_right It's not too late to register here!
Sunir Shah
@channel Per our AMA right now, I created a #microsoft channel here so we can coordinate our efforts to partner with #microsoft
Tamara
thinking_face Do you know which events you're attending in 2023? mega Want to promote your events to bring the best attendees?

drum_with_drumsticks...announcing the CSA Event Planners List! Here’s the _#1 Events Calendar in Partnerships_ tada

Stay in the know on all the latest SaaS Partnerships Events and join the list! fire

Let's craft incredible partnerships events together!

point_right https://mailchi.mp/49fabec637b2/csa-event-planners
Tamara
sparkles Happy holidays to our community! sparkles In case you missed our recap in the newsletter yesterday, we're sharing it once more!

Let’s take a look back…here are some of our favorite moments and wins!

SaaS Connect 2022 brought us together in person (400+ of us)! • We took SaaS Connect to the Metaverse milky_way • For the first time, SaaS Connect UK launched rocket • So many more events happened spiral_calendar_pad arrow_heading_down ◦ SaaS Connect cocktails at SaaStr Annual 2022 ◦ Agency Connect cocktails at INBOUND 2022 ◦ Toronto SaaS Connect meet-up ◦ Agency Connect cocktails in New York AND virtually ◦ We gained insights from amazing Partnerships thought leaders through: ▪︎ 15 SaaS Connect 1:1s speech_balloon ▪︎ 5 Masterclasses computer • We introduced 3 virtual Roundtables and had powerful conversations studio_microphone • The CSA Partner Vendor Directory went live boom • 2 new members joined our board! • 3 new members joined the CSA team. Say wave in Slack to @Tamara, our Community Manager, and our Sales Development Representatives, @Hakeem Lucero and @Jonathan Mann!

Most importantly, over 4,600 partnership professionals have joined our community! Without you, the Cloud Software Association wouldn’t be the same.

Huge thanks to all of our members, and staff who have made these accomplishments possible. Let’s keep it going into 2023! sparkles

Until then, we wish you all a relaxing holiday season. As for the CSA team, we’ll also be _taking a break until January 3rd, 2023*_. We look forward to seeing you in the new year!

*P.S. Feel free to share YOUR favorite moments & wins for 2022 below.
We want to celebrate them all with you! tada
Tamara
alarm_clock LAST CALL for Super Early Bird Tickets to SaaS Connect 2023 alarm_clock

We're bringing together over 500 SaaS partnership leaders in one room, it will be our biggest and best event yet.

white_check_mark Networking with the best of the best white_check_mark New partner opportunities white_check_mark Level up your expertise white_check_mark Have a blast with the community in person! tada

Super early bird tickets are only on sale until Dec 31/22. Get 40% off the general price only and register now! https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627
Diptesh Das
As an MSP do you guys look for a Subscription renewal management software? Which one would you suggest?
Tamara
Happy New Year, Cloud Software Association! fireworks

Thank you for being a part of our community! star

Together, we'll make 2023 yet another amazing year! We've already got a lot of exciting things in store...stay tuned! raised_hands
Rashellee Herrera
Happy New Year!
Tamara
Welcome to 2023, Cloud Software Association! Happy New Year! tada

We hope you all had a wonderful holiday break. Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Good news, we've _extended*_ super early bird tickets! Join over 600+ SaaS partnership professionals in this amazing event! tada point_right Grab your tickets now before prices go up on Jan 15. Don't miss out!

admission_tickets *CSA Vendors Planning Call
| Jan 10, 2023, 10AM PT | Online We want to start 2023 off with a bang by hearing from you! • What have you liked about the partner vendor directory? • What can we improve on? • What would you like to see in 2023? • How can CSA make your experience as a vendor better, and more valuable? point_rightRegister now to take part in the discussion

admission_tickets @Peter Loving at UserActive shared a roundup of 11 SaaS Events & Conferences to Attend in 2023. Check it out!

Fresh Content books link Our Journey With Salesforce AppExchange as an Accelerating Kickstarter with Charles Yang, Senior Director of Product Management at ScreenMeet, and Tehsin Daya, Head Of Partnerships at Groove

link Lessons Learned Building Snowflake’s Ecosystem From Scratch with Tarik Dwiek, Director of Technology Alliances at Snowflake

link How Salesforce’s Core Values Encourage Trust and Innovation with Amy Gorman, Vice President ISV Sales at Salesforce

Job Board briefcase link Senior Manager, Business Development – Strategic Partnerships at Dropbox

link Partnership manager at Clerk.io

Submit your jobs HERE anytime.

Your Action Steps! arrow_down ballot_box_with_check Buy your super early bird ticket for SaaS Connect 2023 (prices go up Jan 15!) ballot_box_with_check Get on the Partner Vendor Directory ballot_box_with_check Apply to speak at SaaS Connect 2023 ballot_box_with_check Calling all CSA Vendors - Let's plan for 2023 together!

Welcome some of our newest CSA members tada wave srikanth, Chris, Yuliya, Todd Hussey, Logan Amstey, Brian Leonard, Jacques Muszkat, Adetutu Talabi, and Josephine Cahill!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
Calling all CSA vendors! Let's start 2023 off with a bang by hearing from you studio_microphone

We recently launched our new Partner Vendor Directory! If you haven't already, make sure you apply, or claim your listing! computer partying_face https://csa.partnerfleet.app/

We want to know...* • What have liked about the directory? • What can we improve on? • How can CSA make your experience as a vendor better, and more valuable? *Join our CSA Vendor Meeting spiral_calendar_pad Tuesday, January 10th alarm_clock 10 AM PT

Register now to take part in the discussion and don't forget to fill out our short survey! pencil2 https://us02web.zoom.us/meeting/register/tZwrde6qrz4oG9y2T6mE4FFOtvuna7ps4H03
Tamara
Come and join us next Thursday in our first SaaS Connect 1:1 of the year! tada

boom The Key to Successful Agency Partnerships in 2023 with @Alex Glenn and @Sunir Shah

The nature of agency partnerships is changing, and building a successful ecosystem, with the right strategies, and tech has never been more important. Join Alex Glenn, CEO of Partnerhub, and Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023.

They’ll break down how to partner with the top agencies in the game, and successfully grow revenue together.

They will discuss topics like: • What B2B agency partnerships look like in 2023 • How top agencies and tech are enabling their partners effectively • Best practices for going to market with partners • And more! Discover how you can do it too. Register now! arrow_right https://us02web.zoom.us/webinar/register/WN_eD1kUyRgQfGtaSKSucBBMw

alarm_clock Time: 10am PT | 1pm ET spiral_calendar_pad When: Thursday, January 12 hourglass_flowing_sand Duration: 45-60 mins
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Good news, we've _extended*_ super early bird tickets! Join over 600+ SaaS partnership professionals in this amazing event! tada point_right Grab your tickets now before prices go up on Jan 15. Don't miss out!

admission_tickets *CSA Vendors Planning Call
| Tomorrow, Jan 10, 2023, 10AM PT | Online We want to start 2023 off with a bang by hearing from you! • What have you liked about the partner vendor directory? • What can we improve on? • What would you like to see in 2023? • How can CSA make your experience as a vendor better, and more valuable? point_right Register now to take part in the discussion

admission_tickets The Key to Successful Agency Partnerships in 2023 | This Thursday, Jan 12, 2023, 10AM PT | Online Join Alex Glenn, CEO of Partnerhub and Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023. They’ll break down how to partner with the top agencies in the game, and successfully grow revenue together. They'll discuss: • What B2B agency partnerships look like in 2023 • How top agencies and tech are enabling their partners effectively • Best practices for going to market with partners point_right Register now!

admission_tickets @Peter Loving at UserActive shared a roundup of 11 SaaS Events & Conferences to Attend in 2023. Check it out!

admission_tickets @Patrick McGill is hosting Amplify Summit 2023 | Jan 17, 2023

admission_tickets @Chaitra Vedullapalli is hosting Cosell Velocity Digital Marketing Summit | Jan 18, 2023

admission_tickets @Chaitra Vedullapalli is hosting Women In Cloud Annual Summit 2023 | Jan 26, 2023

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Fresh Content books link Building a Strategic Partner Program and Using CSAT as a Benchmark with Lauren Salanitro, Partnerships Lead at Vanta

link Our Journey With Salesforce AppExchange as an Accelerating Kickstarter with Charles Yang, Senior Director of Product Management at ScreenMeet, and Tehsin Daya, Head Of Partnerships at Groove

link Lessons Learned Building Snowflake’s Ecosystem From Scratch with Tarik Dwiek, Director of Technology Alliances at Snowflake

link How Salesforce’s Core Values Encourage Trust and Innovation with Amy Gorman, Vice President ISV Sales at Salesforce

Job Board briefcase link Senior Manager, Business Development – Strategic Partnerships at Dropbox

link Partnership manager at Clerk.io

Submit your jobs HERE!

Your Action Steps! arrow_down ballot_box_with_check Calling all CSA Vendors - Let's plan for 2023 together! ballot_box_with_check Register for this week's SaaS Connect 1:1 with Alex from Partnerhub ballot_box_with_check Buy your super early bird ticket for SaaS Connect 2023 (prices go up Jan 15!) ballot_box_with_check Apply to speak at SaaS Connect 2023

Welcome some of our newest CSA members tada wave Gordon Bowman, Michael Dortch, James Haefele, Estelle Smith, Casey Trujillo, Arthur Soulis, Matt Moore, Jean-Marie Kesch, Mahlapane Tesia Bopape, Juan Felipe Arbeláez Torres, and Volkan Caner Efe

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Julie Koslen Diehl
My company is moving away from Slack. Does anyone know of groups like this that I can leverage via Teams?
Sunir Shah
You can still use Slack from the web browser by the way
Julie Koslen Diehl
Does it work even if my company moves away from Slack?
Sunir Shah
The browser-client is nearly the same as the desktop.
Julie Koslen Diehl
I think I got it, thanks
Sunir Shah
Cool. Enjoy Teams. simple_smile
Sunir Shah
Happy new year everyone! I hope everyone enjoyed their holidays.
Tamara
loudspeaker WHAT’S UP THIS WEEK? THURSDAY 10am PT | The Key to Successful Agency Partnerships in 2023

The nature of agency partnerships is changing, and building a successful ecosystem, with the right strategies, and tech has never been more important.

Join @Alex Glenn, CEO of Partnerhub and @Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023.

They’ll break down how to partner with the top agencies in the game, and successfully grow revenue together. chart_with_upwards_trend

They will discuss topics like: · What B2B agency partnerships look like in 2023 · How top agencies and tech are enabling their partners effectively · Best practices for going to market with partners · And more!

fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_eD1kUyRgQfGtaSKSucBBMw
Tamara
Want to become a world-class Partner Ecosystem Leader in 2023? point_right Here's your exclusive sneak peek at SEBS! eyes

SEBS is the world’s first and only partner ecosystem education center based on the Canalys partner ecosystem framework. tada SEBS features an on-demand, video-based education program designed to enable entire organizations, line-of-business teams and individual partner professionals to build and grow a partner ecosystem GTM model.

✦ Gain frameworks, strategies, and tools you need to drive desired outcomes for your organization ✦ Learn from partner ecosystem luminaries such as Jay McBain, Jason Breed and more expert guest instructors

Whether you’re new to the partner ecosystem world, or a seasoned veteran looking to grow their career, SEBS provides the programs and training you need to be successful!*

*SEBS will be available on January 31, 2023!
fire We've partnered up with SEBS to offer CSA members first access to the waitlist. point_right Join the waitlist now!

Join #sebs-school to stay updated!
Lindsey Ward {CSA Managing Director}
partying_face Make sure to reach out to @Todd Hussey with any questions!
Jason Breed
This is a great effort underway to pull together the best practices from the best practitioners in the world on partnerships. Very proud to be part of this project! It’s a modern approach from building a program from scratch to scaling a program that needs a refresh. It’s tactical with a lot of explanation of How to do it at a 10ft level, not just What to do at 50k ft. Check it out SEBSchool.com - Ping me with any questions you have. #sebs-school
Brian Leonard
Can't wait. Influencer partners, co-seller partners, expansion partners, technical alliances and strategic partners...The partner ecosystem GTM plan from A-Z. There's nothing else like it in the world. Sebschool.com
Tamara
Are you joining us at the biggest event for SaaS partnerships professionals? There's only a few days left to grab your SUPER early bird tickets to SaaS Connect 2023!

You're invited to the 11th annual SaaS partnership conference this April in San Francisco. With over 600 SaaS partnership leaders in one room, it will be our best event yet. tada

This is the perfect opportunity to expand your network, discover new opportunities in the market, level up your partnerships expertise, and meet brand new partners.

admission_tickets Super early bird tickets are available only until Sunday, January 15th (40% off regular price). Don't forget to bring your team and save even more!

If you're a partnership professional, this is an event you won't want to miss. Register now! boomhttp://ow.ly/rT2y50MbCRE
Tamara
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we're discussing: The Key to Successful Agency Partnerships in 2023

The nature of agency partnerships is changing, and building a successful ecosystem, with the right strategies, and tech has never been more important.

Join @Alex Glenn, CEO of Partnerhub and @Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023.

They’ll break down how to partner with the top agencies in the game, and successfully grow revenue together. chart_with_upwards_trend

They will discuss topics like: · What B2B agency partnerships look like in 2023 · How top agencies and tech are enabling their partners effectively · Best practices for going to market with partners · And more!

fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_eD1kUyRgQfGtaSKSucBBMw
Matt Bonfiglio
Question for the group!

We’re prepping a campaign to run with partners to incentivize referrals and the referring partner sales members to switch over to our software.

We’re planning on a single bounty spiff paid out to the partner per referral. I.e $250/referral.

Does anyone have experience running a spiff program so we don’t need to deal with 1099s and can avoid tax implications? Possibly paying out through partner rev-share.

Would love some insight!
Julie Koslen Diehl
are you looking to pay out individuals or the company?
Matt Bonfiglio
Individuals who are giving the referrals
Julie Koslen Diehl
hmm, then in my experience you probably can't get around tax implications unless you keep it under a specific value. Even if you pay via the partner, the understanding is that the partner would then pay the individual, right? I used to run incentive programs, let me know if you want to chat further.
Eva Fayemi
Hey there! Has anyone ever developed a referral program incentive for partners with a minimum fixed fee per month paid to the partner + rev share?
Sunir Shah
I’ve seen this as a bounty on sign up for a lead, and then residuals for paid conversion. What behaviour are you hoping generate with the incentive?
Sunir Shah
There are a few key psychological points about referral commissions.

1. You’re only going to motivate the small percentage of people who are coin-operated. People who are relationship or social capital oriented may be disincentivized. Target your messaging appropriately, and create other paths for people who prefer to be real go-to-market partners. 2. People will optimize for the behaviour you’re paying for. 3. The commission is Pavlovian. It’s an earned reward that motivates more repeat behaviour. The closer the reward is to the inciting action, the more likely you’ll get the inciting action. So if someone runs a campaign, if they see results immediately, they’ll be motivated to do more. 4. Recurring commission emails are strong reminders to keep investing time in your program. So 9 months later, getting another commission keeps those partners more engaged to keep doing more work for you. However, their ability to repeat a campaign goes down after a long period of inactivity, so a partner who has gone quiet is churned. The future returned value of paying recurring commissions to you goes to zero. 5. Therefore, recurring commissions are expensive because they are passive income for your partner. You’re paying someone even though they aren’t doing work any more. If they aren’t generating new referrals, it’s inefficient. So typically, you’d cut off a referral after a year, but pay solution partners for the lifetime of they manage the customer.
Matt Moore
Some really great thoughts here, Sunir :+1: . @Eva Fayemi would you mind describing the sorts of activities your partners would be doing in a given month? I'm curious to know what value they'll provide to warrant the fixed fee.
Eva Fayemi
Thanks guys, and @Sunir Shah interesting.
Eva Fayemi
First of all let me say more about the type of partners that I am targeting for this: -Partners who are SMB’s, independents, freelancers, Consultants.

-Inactive but can be re engaged into the program because they love the product (based on survey)

Why I am thinking about other ways to incentive those partners? Because those partners need to invest a lot of time to see real ROI and so they usually drop out.

Im talking about a commission so low that it is not interesting for an SMB’s to put efforts in. What they need to make real growth in revenues with this partnership, is to have volume. Or this big revenue making opportunities.

The way I see it is: the monthly recurring incentive would come with specific activities and there would be expectations from partner such as: -number of calls/emails/linkedin outreach per month -number of meetings per month (lunch-dinners-drinks) -number of face to face events / tradeshows or events per month -Marketing campaigns (ads, etc..) -leads introduced

Anything that can help my partner to meet the right decision makers. So this can contribute to their online activities but also offline.

This made me think that instead of a monthly scheme, it could also be an upfront loan, a quaterly target, + bonus scheme at the end if they surpassed the expectations. I mean there are a few calculations to do there based on business model.

I’m working on it now and A/B testing with a partner. Will let you know in a few months how that went.,.!
Matt Moore
Ah, that makes a lot of sense. I haven't seen that done before, but I can see how that might be a good way to approach it. I'd love to hear how it goes!
Sunir Shah
@Matt Moore Well, I now live in the world of solution partners, who manage systems of software for clients.

Because of the problems of subscription billing, the channel has degraded to service partners who do just implementation and training work and then move on from their client. It used to be normal for companies to build, deploy, train, and maintain systems. Now, they mostly do introductions and expect you to introduce customers to them for post-sales service and expansion.

For solution partners who manage the client through the entire life cycle, they deserve an ongoing piece of the revenues.

Here’s a contract template that covers these models. You’ll find your channel partners have a mix based on their maturity and business models. It’s better to encourage the scaredy cats to get into managed services because it’s higher value and more lucrative for them and better service for the clients and higher LTV for you.

https://docs.google.com/document/d/1fBVtsarerlyU8sHJoKKpLDAI3uYHdUvQuJmzJKvQ_1Y/edit
Sunir Shah
So what are they doing? Tier 1 support, success, operations, management, hand holding, strategy, integration, expansion, organizational alignment, training. They are doing what the channel is supposed to be doing. Customizing all the technology in the world for the customer, and doing all the messy human work to get it adopted.
Matt Moore
@Sunir Shah Would you mind elaborating on the problems with subscription billing? Is it prohibitively difficult to keep track of ongoing subscription value and pay the partner residual commission? And do you see any other root causes of the shift to "here's a new customer, goodbye" besides issues with subscription billing?
Tamara
@channel bangbangFINAL REMINDER… 10:00 am PT point_right The Key to Successful Agency Partnerships in 2023

Join Alex Glenn, CEO of Partnerhub and Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023.

They’ll break down how to partner with the top agencies in the game, and successfully grow revenue together. chart_with_upwards_trend

They will discuss topics like: · What B2B agency partnerships look like in 2023 · How top agencies and tech are enabling their partners effectively · Best practices for going to market with partners · And more!

fire10am PT today REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_eD1kUyRgQfGtaSKSucBBMw
Aidan Weinrib
bummed to miss this live today. will be catching the recording.
Tamara
Thank you to everyone who joined today! We will be sharing the recording with everyone once it goes live shortly! simple_smile

Be sure to check out https://partnerhub.app/ & https://app.partnerhub.app/ to get connected with Alex!
Tamara
@channel Starting now! point_rightThe Key to Successful Agency Partnerships in 2023

Join Alex Glenn, CEO of Partnerhub and Sunir Shah, President of CSA and CEO of AppBind, as they outline the key to successful agency partnerships heading into in 2023.

point_right It's not too late to register here!
Andrew P
Will there be a recording of this? I remember @Alex Glenn's presentation at SaaS Connect last year and can imagine this will be an interesting convo
Tamara
Absolutely, @Andrew P! We will be sharing that with everyone once it goes live shortly!
Tamara
Here's how to become a world-class Partner Ecosystem Leader in 2023 tada

SEBS is the world’s first and only partner ecosystem education center based on the Canalys partner ecosystem framework. tada SEBS features an on-demand, video-based education program designed to enable entire organizations, line-of-business teams and individual partner professionals to build and grow a partner ecosystem GTM model.

Whether you’re new to the partner ecosystem world, or a seasoned veteran looking to grow their career, SEBS provides the programs and training you need to be successful!*

*Your annual subscription to SEBS includes:


• 20+ hours of videos, 100+ lessons, 100+ business building blueprints and modeling tools • Interactive student center of your peers • Email and chat support • Monthly live roundtable sessions • Access to all future lessons and content SEBS is launching on January 31, 2023! fire We've partnered up with SEBS to offer CSA members first access to the waitlist. point_right Join the waitlist now!

Join #sebs-school to stay updated and check out this video for all the info!
Tamara
Happy Friday, CSA!

mega Don't forget to grab your SUPER early bird tickets to SaaS Connect 2023! raised_hands Prices go up on Monday!

Join us at the 11th annual SaaS partnership conference! We’re bringing together the largest collection of partnership leaders in one room.

point_right Register now! http://ow.ly/rT2y50MbCRE

Who's coming?! boom
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Tickets are going, it's time to grab yours! wink Join over 600+ SaaS partnership professionals at this amazing event! tada point_right Grab your Advanced Purchase tickets now before prices go up on Feb 15!

admission_tickets CSA Vendors Planning Call [RESCHEDULED] | Feb 1, 2023, 10AM PT | Online We want to start 2023 off with a bang by hearing from you, our vendors! • What have you liked about the partner vendor directory? • What can we improve on? • What would you like to see in 2023? • How can CSA make your experience as a vendor better, and more valuable? point_right Register now to take part in the discussion

admission_tickets @Patrick McGill is hosting Amplify Summit 2023 | Jan 17, 2023

admission_tickets @Liz Garcia (Pandium) is hosting Integrations 101 | Jan 17, 2023

admission_tickets @Chaitra Vedullapalli is hosting Cosell Velocity Digital Marketing Summit | Jan 18, 2023

admission_tickets @Chaitra Vedullapalli is hosting Women In Cloud Annual Summit 2023 | Jan 26, 2023

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom speech_balloon @Matt Bonfiglio is asking for advice on running a spiff program. Add your thoughts!

speech_balloon @Eva Fayemi is asking for insights on referral program incentives. Drop yours!

speech_balloon @Kelly Sarabyn shared the recording of her webinar: Leveraging Partnerships for Growth

speech_balloon @Shawnie Hamer shared a great article: Build a Winnebago: A Conversation on Partner Marketplaces

speech_balloon @Alexey Panteleev is asking for advice on building engagement platforms on top of Google Workspace/ MS Teams. Share your thoughts!

Fresh Content books link Succeeding in the European Partner Ecosystem with Bernhard Friedrichs, Founder at PartnerXperience and nd Rob Rebholz, Co-Founder and CEO at Superglue

link Salesforce Partnership Keys for Success and the Power of Simplification with James Huang, SVP Alliances at Copado

link Building a Strategic Partner Program and Using CSAT as a Benchmark with Lauren Salanitro, Partnerships Lead at Vanta

link Our Journey With Salesforce AppExchange as an Accelerating Kickstarter with Charles Yang, Senior Director of Product Management at ScreenMeet, and Tehsin Daya, Head Of Partnerships at Groove

Job Board briefcase link Senior Manager, Business Development – Strategic Partnerships at Dropbox

link Partnership manager at Clerk.io

Submit your jobs HERE!

Your Action Steps! arrow_down ballot_box_with_check Sign up for the CSA Vendors planning meeting ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 (prices go up Feb 15!) ballot_box_with_check Apply to speak at SaaS Connect 2023

Welcome some of our newest CSA members tada wave Frederick Sher, Wolf Schumacher, Hector Li, Jon Yoo, Cooper Wright (Syncari), Karl Kaiser, Jisse Plaggenborg (Teamleader.eu), David Claunch, Cillian Bourke, Kelsey Kearns, Marina Barsoum, Mark Winey, MBA, PMP, and Vaughn Mordecai

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Michelle Juarbe
Awesome recap! Thanks @Tamara This is a true value-add to the community raised_hands
Tamara
Happy to hear these recaps have been valuable, Michelle! More to come raised_hands
Liz Garcia (Pandium)
If you're working with a team to design, build, or iterate on integrations, join us TOMORROW, Jan 17th at 1:30pm EST. With 6+ years of experience integrating SaaS software, our host will be discussing:

• Native vs third-party integrations - what’s the difference? Where should they fit in your SaaS integration strategy? • Considerations for your integration strategy (when to build in-house vs outsource). • Tips for getting started & how to avoid common problems when designing and building integrations. Register here:
Tamara
@channel loudspeaker WHAT’S UP THIS WEEK? point_right Building Better UX Practices for your Integrations

alarm_clock Thursday, January 19th, 10am PT

When you build a software product, the experience you create for your users is fundamental. When providing an integration, better described as creating a cross-product user experience, the same idea applies.

Join @Ryan Lunka, Co-Founder and CEO of Blended Edge, and @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth of Partner Fleet as they shed light on how to design an integration user experience that best meets your users' needs.

They will also discuss topics like: • Common user anxieties related to integrations • Strategies to help your users activate more integrations • Key user experience considerations • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_r06KV7bVR0q9zvMXCmqk1Q
Lindsey Ward {CSA Managing Director}
Can't wait for this one @Ryan Lunka, and @Cody Sunkel (Partner Fleet)!
Cody Sunkel (Partner Fleet)
We're pumped for this convo!!
Tamara
You're invited to an exclusive Salesforce webinar point_right Understand buyer changing behaviors in times of economic uncertainty

studio_microphone Hosted by: Ed Thompson, SVP Market Strategy, Salesforce spiral_calendar_pad Date: THURSDAY, February 2nd alarm_clock Time: 5PM GMT / 9 AM PT / 12 PM ET

During challenging economic times, technology-buying decisions slow due to increasing pressures to cut costs and do more with less. Buyers are often more conservative and turn to existing suppliers for additional support. Learn how being a Salesforce partner can help you start delivering success now. boom

Hosted by Salesforce’s SVP, Market Strategy and former Gartner Distinguished Analyst, Ed Thompson, the session will cover: • The evolving buying trends and the implications for B2B SaaS companies • How to stay relevant in times of economic headwinds • How other partners are driving growth and gaining global exposure in the Salesforce ecosystem Register now to start driving efficient growth! admission_tickets https://invite.salesforce.com/understandingbuyerbehaviourint/SaaSconnect
Tamara
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we're discussing Building Better UX Practices for your Integrations fire

When you build a software product, the experience you create for your users is fundamental. When providing an integration, better described as creating a cross-product user experience, the same idea applies.

Join @Ryan Lunka, Co-Founder and CEO of Blended Edge, and @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth of Partner Fleet as they shed light on how to design an integration user experience that best meets your users' needs. raised_hands

They will also discuss topics like: • Common user anxieties related to integrations • Strategies to help your users activate more integrations • Key user experience considerations • + more fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_r06KV7bVR0q9zvMXCmqk1Q
Justin Zimmerman
This is going to be a good one!
Justin Zimmerman
Hey CSA Crew... I'm looking to pay it forward and help a tenacious partner person get to the next level in their career. Last year I took the Firneo Partnership Mastery Course and got a lot out of it. The next one is coming up and to celebrate how far I've come I'm offering a $1,500 scholarship to one "deserving" person who really needs the support AND is the type of person who'll take action on what they learn. I wrote a post about the scholarship and how to win it. See the comments for the link!
Lindsey Ward {CSA Managing Director}
That's fantastic @Justin Zimmerman!
Tamara
What an amazing opportunity! Thank you for sharing, @Justin Zimmerman! Don't miss out on this one, everyone!
Lindsey Ward {CSA Managing Director}
@Justin Zimmerman @Tamara we could also promote this, and get the word out^
Justin Zimmerman
My pleasure!
Tamara
@channel loudspeaker bangbangFINAL REMINDER… 10:00 am PT point_right Building Better UX Practices for your Integrations

Discover how to design an integration user experience that best meets your users' needs. computer

Join @Ryan Lunka, Co-Founder and CEO of Blended Edge, and @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth of Partner Fleet as they discuss: • Common user anxieties related to integrations • Strategies to help your users activate more integrations • Key user experience considerations • + more fire10am PT today

REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_r06KV7bVR0q9zvMXCmqk1Q
Jason Breed
Two really smart peeps here! ^^^^^^^^
Tamara
@channel Starting now! point_right Building Better UX Practices for your Integrations

Join Ryan Lunka, Co-Founder and CEO of Blended Edge, and Cody Sunkel, Co-Founder & VP of Growth of Partner Fleet as they shed light on how to design an integration user experience that best meets your users' needs. raised_hands

point_right It's not too late to register here!
Liz Garcia (Pandium)
Hi Tamara! will a recording be shared for those who registered?
Tamara
Absolutely! It will also be shared in Slack and via newsletter!
Tamara
Don't miss the _exclusive*_ Salesforce webinar point_right Understand buyer changing behaviors in times of economic uncertainty

studio_microphone *Hosted by:
Ed Thompson, SVP Market Strategy, Salesforce spiral_calendar_pad Date: Thursday, February 2nd alarm_clock Time: 5PM GMT / 9 AM PT / 12 PM ET

During challenging economic times, technology-buying decisions slow due to increasing pressures to cut costs and do more with less. Buyers are often more conservative and turn to existing suppliers for additional support. Learn how being a Salesforce partner can help you start delivering success now. boom

Hosted by Salesforce’s SVP, Market Strategy and former Gartner Distinguished Analyst, Ed Thompson, the session will cover: • The evolving buying trends and the implications for B2B SaaS companies • How to stay relevant in times of economic headwinds • How other partners are driving growth and gaining global exposure in the Salesforce ecosystem Register now to start driving efficient growth! admission_tickets https://invite.salesforce.com/understandingbuyerbehaviourint/SaaSconnect
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Tickets are going, it's time to grab yours! wink Join over 600+ SaaS partnership professionals at this amazing event! tada point_right Grab your Advanced Purchase tickets now before prices go up on Feb 15!

admission_tickets CSA Vendors Planning Call [RESCHEDULED] | Feb 1, 2023, 10AM PT | Online We want to start 2023 off with a bang by hearing from you, our vendors! • What have you liked about the partner vendor directory? • What can we improve on? • What would you like to see in 2023? • How can CSA make your experience as a vendor better, and more valuable? point_right Register now to take part in the discussion

admission_tickets Understand buyer changing behaviors in times of economic uncertainty | Feb 2, 2023, 9AM PT | Online Join this exclusive Salesforce webinar to learn how being a Salesforce partner can help you start delivering success. Hosted by Salesforce’s SVP, Market Strategy, Ed Thompson, the session will cover: • The evolving buying trends and the implications for B2B SaaS companies • How to stay relevant in times of economic headwinds • How other partners are driving growth and gaining global exposure in the Salesforce ecosystem point_right Register now

admission_tickets @Chaitra Vedullapalli is hosting Women In Cloud Annual Summit 2023 | Jan 26, 2023

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

speech_balloon @Will Taylor is is crowd-sourcing a partner success maturity model. Contribute your thoughts!

speech_balloon @Shawnie Hamer shared a Partnerships interview with Justin Zimmerman on partner recruitment strategies and the role content will play on scaling up this year. Check it out!

speech_balloon @Justin Zimmerman is offering a $1,500 scholarship to help a tenacious partner person get to the next level in their career! Don't miss this amazing opportunity! Learn more here.

speech_balloon @Liz Garcia (Pandium) shared a new podcast: Auditing the Health and Mutual Success of Tech Partnerships featuring Caitlin Teed, an integration partner manager at Ryder E-commerce by Whiplash. Listen in and grab the templates.

speech_balloon @Courtney Tyson is asking if anyone has any resources to share around the role partnerships plays in a CX strategy. Join the convo.

Fresh Content books

link Navigating Microsoft Is an Employee-Based Network Approach with Neeti Gupta, Head of Hyperscaler Business Development and Alliances at VMware

link The Value of Tech Partnerships From Two Viewpoints with Francois Grenier, Head of Platform Partnerships at Laika

link Succeeding in the European Partner Ecosystem with Bernhard Friedrichs, Founder at PartnerXperience and Rob Rebholz, Co-Founder and CEO at Superglue

link Salesforce Partnership Keys for Success and the Power of Simplification with James Huang, SVP Alliances at Copado

Job Board briefcase

link Partner Marketing Manager at insightsoftware

link Alliance Manager at HelpScout

link Senior Manager, Business Development – Strategic Partnerships at Dropbox

link Partnership manager at Clerk.io

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Sign up for the CSA Vendors planning meeting ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 (prices go up Feb 15!) ballot_box_with_check Apply to speak at SaaS Connect 2023

Welcome some of our newest CSA members tada wave David Jacobs, Jen Peachman, Soumitra Deshpande, Amy Bailey, Ferai Ivie, John Thompson, Russell Fleming, Jonathan Gregory MUC, Rushil H, jim.hutchison, Gaurav Bhattacharya, Andrew Buckley, and Victor Belinschi

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tom Lonergan
Does anyone have an example side by side table that highlights the key points in a partnership deal between two software providers?
Sunir Shah
Who is the audience?
Sunir Shah
that isn’t quite what you’re after, but it enumerates the major marketing activities
Tom Lonergan
@Sunir Shah - Thank you for sharing. This is really helpful. Do you have anything you could share on the legal framework for partnerships?
Sunir Shah
I have a few resources. What kind of partnership?
Sunir Shah
Sorry derp
Sunir Shah
Integration
Tom Lonergan
would be more of a ecosystem of referral partners that we'd build into more robust tech integrations as we get joint buyin from mutual customers
Sunir Shah
If you want a commercial agreement I can dig one up
Tom Lonergan
What you shared is great and very helpful. Given your experience, how have you had the most success in building referral partners with other technology companies
Sunir Shah
The money doesn't matter
Sunir Shah
Closing deals matters
Tom Lonergan
Money as in the referral terms with a partner
Sunir Shah
So I found it's better to show leadership and set the series of comarketing and cosales events and basically drive partners to participate to miss the train
Sunir Shah
Careful though. I ended up with a trade association by accident.
Sunir Shah
I found my counterparts likely don't have referral revenue as a kpi. And if they get any it does to general revenue and they don't benefit from it.
Sunir Shah
They do have new accounts as a kpi
Tom Lonergan
That's a great point
Tom Lonergan
Shoot for new logos
Tom Lonergan
and rev will come
Sunir Shah
Yes. And CEOs will be happy
Jesper Lyngbye
Does anyone have a CAC Partnerships model? I do remember someone sharing one some time ago.
Tamara
mega Meet our newest CSA board member, David A. Yovanno, CEO of impact.com! raised_hands

David A. Yovanno is the CEO of impact.com, the global standard partnership management platform that makes it easy for businesses to create, manage, and scale an ecosystem of partnerships.

For over two decades, Dave has provided strategic leadership to SaaS companies in the technology vertical. He is also the author of The Partnership Economy: How Modern Businesses Find New Customers, Grow Revenue, and Deliver Exceptional Experiences.

Welcome to the CSA team! Get in touch with Dave! wave
Tamara
Hey CSA community! boom In collaboration with Pronto, we are putting together a report on the State of Partnerships in 2023 – and we’d love your input! speech_balloon

80 trillion dollars in annual revenue will be generated by partnerships by 2030 + a third of global sales is predicted to come from partnerships by 2025. exploding_head

And yet, partnership leaders still struggle with operational and data challenges that prevent them from recognizing this potential. thinking_face

Please answer our survey to contribute your input & help the entire partnerships community. It will only take ~10 minutes, you’ll get early access to the data, AND you’ll be entered for a chance to win $250. raised_hands

Take the survey here point_right http://ow.ly/XyGy50MzfRK
Tamara
Here's the Partnerships playbook that gets you promoted eyes

We all know that partnerships isn't a role we studied in school. And yet, every partnerships leader is expected to figure out how to do this job by themselves.

Firneo's Certified Partnerships Professional program is a certification program that will cut years off of your learning curve and teach you how to create game-changing partnerships. raised_hands

During the 8-week program, you'll:Get hands-on practice with building partnerships skills • Collaborate with peers to work through your current challenges • Walk a mile in an expert's shoes with interactive case studies based around the real-world experiences of partnerships experts boom Special offer for CSA members: Apply before February 10th and get a free 1:1 personalized coaching session with Firneo CEO @Scott Pollack (ex-Amex, WeWork) point_right firneo.com/csa
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Tickets are flying, it's time to grab yours! wink Join over 500+ SaaS partnership professionals at this amazing event! tada point_right Grab your Advanced Purchase tickets now before prices go up on Feb 15!

admission_tickets CSA Vendors Planning Call | This WEDNESDAY, Feb 1, 2023, 10AM PT | Online We want to start 2023 off with a bang by hearing from you, our vendors! • What have you liked about the partner vendor directory? • What can we improve on? • What would you like to see in 2023? • How can CSA make your experience as a vendor better, and more valuable? point_right Register now to take part in the discussion

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Shawnie Hamer shared a resource that outlines How to Recognize Opportunities in Your Channel Ecosystem. Check it out!

@Liz Garcia (Pandium) shared: The Benefits of Reporting to Sales & Best Practices for Cross-functional Collaboration. Read more!

@Bernhard Friedrichs shared an article on article on why partner ≠ customers. Check out the article.

@Jesper Lyngbye is asking if anyone have a CAC Partnerships model. Share yours!

@Sourajit Ghoshal is asking for partner prospecting tips. Share your tips!

@Rachel Halldorson is asking...what's the coolest/most interesting swag you've ever gotten? Help her out!

@Martin Lind is looking for partners in employment verification. If that's you, get connected!

Fresh Content books

link Switching 3 Tech Partnership Philosophies with Nick Valluri, Head of Partnerships at Coda

link How To Win With Google with Samrah Khan, Global Head of Industry Technology & Data Partners at Google

link Navigating Microsoft Is an Employee-Based Network Approach with Neeti Gupta Head of Hyperscaler Business Development and Alliances at VMware

Job Board briefcase

link @Kasey Bayne (Pocketed) is looking for 2 Account Execs, Partnerships for APOLLO. Get connected!

link @Ian Cugniere and @Katie Bentz are hiring a Partner Enablement Manager at Aircall. Get connected!

link Sales Representative at Outsell

link Partner Marketing Manager at insightsoftware

link Alliance Manager at HelpScout

link Senior Manager, Business Development – Strategic Partnerships at Dropbox

link Partnership manager at Clerk.io

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Sign up for the CSA Vendors planning meeting on WEDNESDAY! ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 (prices go up Feb 15!) ballot_box_with_check Apply to speak at SaaS Connect 2023

Welcome some of our newest CSA members tada wave DAVID MORENO, Derek Brown, Nick Burgoyne, Emily Cozzens, Anthony Marc Band, Paulo Santos, Gunn, Amanda Twomey, Sunder S, Tammy McDonald, Liudmila Kiseleva, Jay Scott, Neil, Hattie, Kevin White, Jenny Nguyen, Mitul P., Sophie Zugnoni, and Orel Levit

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Ian Cugniere
Thanks for amplifying, @Tamara pray
Shawnie Hamer
Thank you so much for sharing, @Tamara!
DAVID MORENO
Thanks for the shoutout! Really excited about this community :)
Thomas (SaneBox)
Wanted to get your guys feedback on your thoughts on G2 Crowd. For those who have renewed their contracts, what was the reasoning. And for those who did not, what was the reasoning. Thanks
Tamara
mega CSA VENDOR MEETING point_right TOMORROW, FEB 1!

Calling all vendors! We want to hear from you! • How can we partner more closely with you? • As a vendor who are you looking to get in front of, and how can we help? • What would improve your experience as a CSA Vendor? • How can CSA make your experience as a vendor better, and more valuable? Join our CSA Vendor Meeting spiral_calendar_pad Wednesday, February 1 alarm_clock 10 AM PT point_right REGISTER HERE: https://us02web.zoom.us/meeting/register/tZwrde6qrz4oG9y2T6mE4FFOtvuna7ps4H03
Amrit Gill
Hello all - Does anyone know how to change my email address on CSA? I would like to log in on a different computer with a different email address
Tamara
Hey Amrit! Happy to chat via DM
Tamara
loudspeaker HAPPENING NEXT WEEK! point_right The 3-Phase Framework for Building Better Partnerships

Your partnerships are missing something. eyes _You need a framework._

Having a clear framework to follow in your partnership-building efforts will help you save time, be more effective, and have more confidence along the way. raised_hands

In this Masterclass, @Scott Pollack from Firneo will talk about the three phases of the Value Alignment framework, which provides a clear roadmap to building better partnerships.

Discover:* • The #1 reason why most partnerships fail to deliver revenue • Key insights that will help you get buy-in from your marketing, product, sales, and executive teams • How to prioritize your partnerships efforts so that you’re maximizing your time • + more fire *REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_WrId5thgTJ-NQSmn2O8GCQ
DAVID MORENO
I missed this. Is there any recording available?
Tamara
@DAVID MORENO, this is happening on Thursday! You can still register https://us02web.zoom.us/webinar/register/WN_WrId5thgTJ-NQSmn2O8GCQ
DAVID MORENO
Maybe is the info on the link that says Jan 19. The registration is for Feb 9 right?
DAVID MORENO
Registered :)
Kevin O'Brien
Has anyone set up Hubspot to track partner referred deals with lead registrations?

Any best practices for this?
Arshiya Nowsheen
You may give partner login to Hubspot with limited access and they will be able to update the pipeline
Trevor Burnett
We have several companies using Impartner PRM for this purpose - collecting partner referrals or deal registrations on the portal and synching to HubSpot as leads/contacts or deals. With other CRMs, we usually tag the partner with Account and Contact details on the Lead or Opportunity record as lookup fields along with the customer/prospect Account and Contact information. HubSpot is a bit unique in what it allows, so we've done workarounds like tag the partner Company and Contact to replace what would usually be the customer/prospect information and added that customer/prospect company name and contact as attribute fields of the Deal.
Jisse Plaggenborg (Teamleader.eu)
We have our own system in between. But in short it works like this:

Partner/their endcustomer fills a form to start a trial. This is a unique link for each partner, for example containing their partner ID.

If a lead comes in via this form -> Partner Manager becomes owner and follows-up. If it get's to deal created -> then it will be created in the indirect pipeline and follow that process within HubSpot.
Jisse Plaggenborg (Teamleader.eu)
Each contact & deal contains a property with: Partner Sourced, Teamleader lead or Partner influenced depending on the effort a partner did.
Jisse Plaggenborg (Teamleader.eu)
I find HubSpot not ideal for Partner Management, actually PRMs are also not ideal for partner management as they are more selfservice portals for partners. I am working on a project that comes in between and really makes every step measurable.
Kevin O'Brien
Very helpful. Thanks!
Tamara
fire HAPPENING TODAY, 10AM PT point_right CSA VENDOR MEETING

Calling all vendors! We want to hear from you! • How can we partner more closely with you? • As a vendor who are you looking to get in front of, and how can we help? • What would improve your experience as a CSA Vendor? • How can CSA make your experience as a vendor better, and more valuable? point_right REGISTER HERE: https://us02web.zoom.us/meeting/register/tZwrde6qrz4oG9y2T6mE4FFOtvuna7ps4H03
Tamara
fire How to create game-changing partnerships that accelerate your company & your career

Firneo's Certified Partnerships Professional program is a certification program that will cut years off of your learning curve and teach you how to create game-changing partnerships. raised_hands

During the 8-week program, you'll learn frameworks and tactics that will help you excel in every facet of your partnerships role, from securing internal resourcesnegotiating winning deals, to launching & managing partner relationships that have a transformational impact on your company's growth trajectory.

boom Special offer for CSA members: Apply before February 10th and get a free 1:1 personalized coaching session with Firneo CEO @Scott Pollack (ex-Amex, WeWork) point_right firneo.com/csa
Jason Breed
Hey #CSA really happy to announce the launch of a truly game-changing learning experience for Partnership people. www.sebschool.com The first-ever 100% on-demand partner ecosystem education center designed for individual partnership leaders, as well as entire ISV organizations and teams, is now live and accepting new students.

The SEBS Partner Ecosystem Foundations Education Program is an in-depth education and training program with courses focused on the 6 primary partnership types. You can learn at your own pace and in your own way - full certification, individual courses, or ala-carte video lessons.

The Partner Ecosystem Foundations Program - 6 Courses - 128 Video Lessons - 1 Go-to-Market Plan 1.The Partner Ecosystem Executive 2.The Influencer Partner 3.The Co-Seller Partner 4.The Expansion Partner 5.The Technology Alliance Partnership 6.The Strategic Alliance Partnership

If you’re serious about partner ecosystems, you’ll cut 5 years off your learning curve with the SEBS Partner Ecosystem Foundations Program.

BEST PART - ONLY $99/month.
Arshiya Nowsheen
Hey anyone here having a procure to pay product ?
Tamara
Meet your speakers for SaaS Connect 2023 tada

The 11th annual SaaS partnership conference is on for April 19-20, 2023! We've released our speaker lineup for SaaS Connect! _Stay tuned for more speaker announcements to come!_

SaaS Connect is the conference by and for SaaS partnership leaders. We build our conference agenda based on what you, our members, want to see, hear, and say.

TAKE A PEEK point_right http://saasconnect.org/

& grab your ticket today! fire Will we see you there?
Tamara
loudspeaker HAPPENING NEXT WEEK! point_right The 3-Phase Framework for Building Better Partnerships

Your partnerships are missing something. eyes _You need a framework._

Having a clear framework to follow in your partnership-building efforts will help you save time, be more effective, and have more confidence along the way. raised_hands

In this Masterclass, @Scott Pollack from Firneo will talk about the three phases of the Value Alignment framework, which provides a clear roadmap to building better partnerships.

Discover:* • The #1 reason why most partnerships fail to deliver revenue • Key insights that will help you get buy-in from your marketing, product, sales, and executive teams • How to prioritize your partnerships efforts so that you’re maximizing your time • + more fire *REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_r06KV7bVR0q9zvMXCmqk1Q
Dave Weinberg
For many years I have searched for an effective model to better advise companies, incubate new ideas, and nurture strong relationships. Today I am ready to share the result: FAIL

We are on the looking for more advisors, experts, and of course clients who we could help. Read more here: https://www.linkedin.com/feed/update/urnliactivity:7028369393680044032/
Jean-Marie Kesch
great name :)
Dave Weinberg
Thanks pray
Shawnie Hamer
Hi friends! Tomorrow at 6 pm CET/ 9 am PST is the very first Kiflo Roundtable. This month we are tackling the community's questions on all things Partner Recruitment with @Justin Zimmerman and @Martin Scholz! Hope to see you there!

https://app.livestorm.co/kiflo/kiflo-roundtable-partner-recruitment
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Tickets are flying, it's time to grab yours! wink Join over 500+ SaaS partnership professionals at this amazing event! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up on Feb 15!

admission_tickets Masterclass - The 3-Phase Framework for Building Better Partnerships | This Thursday, Feb 9, 2023, 10AM PT Your partnerships are missing something. You need a framework. In this Masterclass, @Scott Pollack from Firneo will talk about the three phases of the Value Alignment framework, which provides a clear roadmap to building better partnerships. Learn: · The #1 reason why most partnerships fail to deliver revenue · Key insights that will help you get buy-in from your marketing, product, sales, and executive teams · How to prioritize your partnerships efforts so that you’re maximizing your time point_right Register now!

admission_tickets SaaS Connect 1:1 - Strategies for Partnering with Cloud Providers | Next Thursday, Feb 16, 2023, 10AM PT Join @Andrew P, Principal - Alliances & Ecosystems at Pariveda and @Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. In this talk, they will discuss: · Navigating Partner Programs & PartnerOps · Trust & Accountability in the Field · Building Solutions & Joint Marketing · Executive Alignment point_right Register now!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom @Shawnie Hamer is hosting a Roundtable tomorrow with Justin Zimmerman and Martin Scholz about Partner Recruitment. Register here!

@Liz Garcia (Pandium) is hosting office hours tomorrow on Supporting and Enabling Integration Users. Check it out!

@Sunder S is hosting an event this Thursday on Accelerating Channel Sales : Proven strategies from SaaS industry Experts. Join it!

@Indu Manglotra is hosting the Ecosystem Aces-Pro Panel: Partner Program Best Practices on March 8th. Save your spot!

@Tim Monner is asking if anyone here hosts any SaaS or Tech Meet Ups in the Chicago area! Connect with him.

@DAVID MORENO is asking for recommended reads & best practices about how to market a SAAS product? Share your thoughts.

@Thomas (SaneBox) is asking for feedback & your thoughts on G2 Crowd. Share your feedback.

Fresh Content books

link Talkdesk Partner Strategy and Secrets of the Past, Present and Future with Walla Oriqat – Director at Talkdesk AppConnect

link The Key to Successful Agency Partnerships in 2023 with Alex Glenn, CEO at Partnerhub and Sunir Shah, CSA President & CEO at AppBind

link Switching 3 Tech Partnership Philosophies with Nick Valluri, Head of Partnerships at Coda

link How To Win With Google with Samrah Khan, Global Head of Industry Technology & Data Partners at Google

Job Board briefcase

link 2 Account Execs, Partnerships for APOLLO

link Partner Enablement Manager at Aircall

link Sales Representative at Outsell

link Partner Marketing Manager at insightsoftware

link Alliance Manager at HelpScout

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 (prices go up Feb 15!) ballot_box_with_check Apply to speak for CSA Events!

Welcome some of our newest CSA members tada wave Yuriy, Greg Corson, Jo, Melissa, Dylan Brown, Rudy Mathias, Maryna Wach, Kasey Yardley, Robert Beecher, alejandro sanchez, Everett Brooks, Samantha, Jatin Kalson, John Higgins, and Tim Monner

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Todd Hussey
Hey my partner ecosystem brothers and sisters.

First apologies if you’ve DM’d me and I haven’t gotten back to you yet. I’m working through my inbox and will get back to you in the next 24 hours.

PROMISE!

Second, the number one question I’m getting is, “Is the SEBS Partner Ecosystem Foundations Program more “theory” on partner ecosystems, or is it executable material I can use for my business right now.”

The Partner Ecosystem Foundations Program is an entire education center designed to answer every question you need to build out a 10/10 partner ecosystem for the 6 most important types of partners in the landscape today. It’s built for you to apply to your business and take action RIGHT NOW.

You’ll learn the following for each of the 6 primary partner ecosystem pillars:.

1) Why… • Building the case for a company • Marketplace trends • Burning platform • Make the business case with data • Build enthusiasm and buy-in from your organization 2) What… • Definitions • Different types of Partners • IPP • Org structure • Hiring • Budgeting • Metrics and KPIs • Compensation • Contracts • Martech • Enablement • Recruiting • ROI • Internal collaboration 3) How... • Outcomes orientation • ICP • IPP • Choosing a partner • Finding partners • Measuring success • P&L • Risk management • Setting expectations and getting buy-in Stop by and take a look - www.sebschol.com

We want to help make you and your business successful.

#sebs-school
Tamara
loudspeaker @channel HAPPENING THIS WEEK! point_right The 3-Phase Framework for Building Better Partnerships

Your partnerships are missing something. eyes _You need a framework._

Having a clear framework to follow in your partnership-building efforts will help you save time, be more effective, and have more confidence along the way. raised_hands

In this Masterclass, @Scott Pollack from Firneo will talk about the three phases of the Value Alignment framework, which provides a clear roadmap to building better partnerships.

Discover:* • The #1 reason why most partnerships fail to deliver revenue • Key insights that will help you get buy-in from your marketing, product, sales, and executive teams • How to prioritize your partnerships efforts so that you’re maximizing your time • + more fire *REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_WrId5thgTJ-NQSmn2O8GCQ
Justin Zimmerman
Great title.
Sean Blanda (Crossbeam)
Hello CSA friends! On 2/14 (two_hearts ) We’ll be publicly sharing the findings from our State of the Partner Ecosystem report! That’s salary data, KPI benchmarks + tons on the current state of the market. We hope to see you there: https://www.crossbeam.com/resources/webinars/the-state-of-the-partner-ecosystem-2023/
Tamara
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we're discussing The 3-Phase Framework for Building Better Partnerships fire

Having a clear framework to follow in your partnership-building efforts will help you save time, be more effective, and have more confidence along the way. raised_hands

Join @Scott Pollack from Firneo in this masterclass about the 3 phases of the Value Alignment framework. Discover: • The #1 reason why most partnerships fail to deliver revenue • Key insights that will help you get buy-in from your marketing, product, sales, and executive teams • How to prioritize your partnerships efforts so that you’re maximizing your time • and more! point_rightREGISTER HERE: https://us02web.zoom.us/webinar/register/WN_WrId5thgTJ-NQSmn2O8GCQ
Todd Hussey
When we launched SEBS “The first and only on-demand partner ecosystem education center built to help transform modern organizations and teams” last week we thought we’d get a great response.

How about these accolades…from BIG names no less….

"I am excited to see hundreds of courses led by the best of the best in our industry. Different than anything else out there in channel education, there is an economic model that makes it win-win for all" - Jay McBain Chief Analyst Channels, Partners and Ecosystems - Canalys

"This is such a great course! So foundational for anyone who is trying to build a channel and understand how to transform their business for the cloud" - Gavriella Schuster - ex-Corporate Vice President, One Commercial Partner - Microsoft

As we say at SEBS “We’re on a mission from God” - I stole that from the Blues Brothers!

Question, Have you ever fully understood what exactly a partner ecosystem is?

Here’s a snippet from one of our 127 lessons in SEBS - that’s over 20 hours of lessons and business tools and worksheets. This is from one of our 101 lessons - we go all the way to 501 lessons!

A business ecosystem is a network of companies, individuals, and technology that interact and provide balance and growth in a business setting. A healthy ecosystem should have elements of influence, sell, and expand to build awareness, create trust, differentiate services, and retain customers. An ecosystem should involve more than just the revenue teams and influence every aspect of an organization, including relationships both inside and outside of the organization.

Want to become a partner ecosystem expert? Want to drive your organization's partner ecosystem initiative? Check us out!!! https://bit.ly/3HAZ93B #sebs-school @Jason Breed @Brian Leonard
Jay McBain
Congratulations to this year’s CRN Channel Chiefs! Great recognition for the 557 leaders (across 365 companies) who are driving this industry forward. Some fun facts to chew on as I flip through the winners:

1. They have an average tenure of 2.78 years. This is down from pre-pandemic 4.2 years but up slightly from last year (pre-recession jitters?) 2. They have worked for their company for 6.56 years - meaning they weren’t all hired as Chiefs and worked their way onto the list. 3. Channel experience is 19.24 years with a broad bell curve including 30+ years (55 people) and 10 or less years (98 people). 4. About half the list didn’t disclose concrete numbers, but for those that did, the average channel employee size of their organization was 511 people, 76% of their sales go through the channel (slightly above the industry as a whole 73.3%), and size of global channel at 17.5K partners. CRN presents a Fortune 2000 view of our industry - check out recent reports from Crossbeam (this week) and HubSpot/Partnership Leaders/Canalys (late last year) for the view from startups up through Midmarket 5. Finally, and perhaps most importantly, 73% of leaders are increasing channel investment, 86% are in heavy recruitment mode, and 48% report a completed transition to #ecosystem!
Tamara
@channel bangbangFINAL REMINDER… 10:00 am PT point_right The 3-Phase Framework for Building Better Partnerships

Join @Scott Pollack from Firneo in this masterclass about the three phases of the Value Alignment framework. Discover: • The #1 reason why most partnerships _fail to deliver revenue_ • Key insights that will help you _get buy-in_ from your marketing, product, sales, and executive teams • _How to prioritize_ your partnerships efforts so that you’re maximizing your time • and more! fire10am PT today REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_WrId5thgTJ-NQSmn2O8GCQ
Chris
@Jay McBain FYI that the Crossbeam link above goes to each of our LinkedIn feeds. I think this is what you meant to link: https://www.linkedin.com/posts/getcrossbeam_the-most-common-partnership-kpis-and-quar[…]256133464064-TXPr?utm_source=share&utm_medium=member_desktop
Jay McBain
Yes, thank you!
Tamara
@channel Starting now! point_right The 3-Phase Framework for Building Better Partnerships

In this Masterclass, Scott Pollack from Firneo will talk about the three phases of the Value Alignment framework, which provides a clear roadmap to building better partnerships. raised_hands

point_right It's not too late to register here!
Tiffany McSwine
Hello,

It’s nice to e-meet you! I am the Partnerships Coordinator at PowerToFly, a women-run organization global platform connecting diverse women, men, non-binary and gender nonconforming people with companies committed to creating more diverse and inclusive workforces. PowerToFly is excited to personally invite you to our free, virtual March Flagship Summit: What We Know, What We’re Learning and we want to make sure YOUR community is a part of it!

As we settle into a post-pandemic world, we don’t go back to normal — we move forward. We move forward into intersectional workplaces that ensure all are welcome and are empowered to do their best work; into making sure our business practices have a positive impact on the community around us; into a reality where DEIB is a state of being, not just a department at a company or an empty policy statement.

Join the PowerToFly team and top leaders in tech, business, DEIB, wellness, media, policy, and finance as we take stock of what we’ve learned, and share ideas and strategies for moving forward. The summit will conclude with a virtual job fair to connect diverse candidates with high-visibility jobs at leading brands.

Reserve your FREE virtual spot by clicking here. I’ve also attached a flyer. Happy registering!
Tamara
Happy Friday, CSA! Here's what's happening next week point_right Strategies for Partnering with Cloud Providers

Join @Andrew P, Principal - Alliances & Ecosystems at Pariveda and @Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. boom

They’ll dive into their lessons learned and their strategies for success when partnering with cloud providers!

In this talk, they will discuss: • Navigating Partner Programs & PartnerOps • Trust & Accountability in the Field • Building Solutions & Joint Marketing • Executive Alignment • And more! fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_7IOQORr7QmGb8d8bSiUmHg
Bernhard Friedrichs
Hi partnership friends,

After a highly successful in-person edition in November, we are proud to offer our Partner Manager Certification as a virtual event, allowing all partner professionals to join and learn from any location. This certification aims to empower partner managers to succeed in their roles and consistently hit and exceed their goals and targets. Many of us have entered the world of partnerships without formal education, and until now, there has been a lack of formal training in the field. That’s why we’ve taken our extensive experience building and educating global partner teams over the past 15 years and distilled it into a comprehensive 6-hour methodology. Our interactive learning session covers best practices and lessons learned, fostering exchange between all participants. This certification is designed for anyone working with partners on a daily basis, including Partner Managers, Partner Recruiters, and Partner Success professionals.

If you would like to train multiple team members, please don’t hesitate to reach out directly.

https://www.linkedin.com/posts/partnerxperience_personaldevelopment-partnerships-part[…]920348987393-tT7U?utm_source=share&utm_medium=member_desktop
Tamara
Looks like a great opportunity, Bernhard!
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up!

admission_tickets SaaS Connect 1:1 - Strategies for Partnering with Cloud Providers | This Thursday, Feb 16, 2023, 10AM PT Join @Andrew P, Principal - Alliances & Ecosystems at Pariveda and @Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. In this talk, they will discuss: • Navigating Partner Programs & PartnerOps • Trust & Accountability in the Field • Building Solutions & Joint Marketing • Executive Alignment point_right Register now!

admission_tickets Roundtable - Tech Integration Marketplaces | Next Thursday, Feb 23, 2023, 10AM PT In this dedicated hour, join hosts @Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. They'll lead a convo about: • Why to invest in a marketplace • Core integrations VS 1+1=3 • Partner Recruitment outbound vs inbound point_right Register now!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Sean Blanda (Crossbeam) will be sharing the findings from their State of the Partner Ecosystem report tomorrow. Check it out!

@Bernhard Friedrichs is hosting a Partnerships Meetup Berlin on March 9, 2023. Don't miss it!

@Bernhard Friedrichs is also running a Partner Manager Certification. Details here.

Fresh Content books

link Building Better UX Practices for Your Integrations with Ryan Lunka, Co-Founder and CEO at Blended Edge and Cody Sunkel, Co-Founder and VP of Growth at Partner Fleet

link Winning Partnerships With Companies That Have Been Around Longer with Patrick Cleary, Director of Strategic Partnerships, US at Wayflyer

link Talkdesk Partner Strategy and Secrets of the Past, Present and Future with Walla Oriqat – Director at Talkdesk AppConnect

link The Key to Successful Agency Partnerships in 2023 with Alex Glenn, CEO at Partnerhub and Sunir Shah, CSA President & CEO at AppBind

Job Board briefcase

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

link Head of Strategic Partnerships at Client Giant

link 2 Account Execs, Partnerships for APOLLO

link Sales Representative at Outsell

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 (prices go up Feb 15!) ballot_box_with_check Apply to speak for CSA Events!

Welcome some of our newest CSA members tada wave Ai Fujiki, Maritza van den Heuvel, Mariah Rhodes, Will Damron, Rachell Weiss, Rodrigo Ferrando, Diego Richards, Ivan Caldwwell, Brian Krotine, Bronagh Crowley, Josh Harvey, Murali N, Ivan Silva, Blayney Klein, Dean Archibald, Andrew Claremont, and Vince de Baca

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
loudspeaker @channel HAPPENING THIS WEEK! point_right Strategies for Partnering with Cloud Providers

Join Andrew Porter, Principal - Alliances & Ecosystems at Pariveda and Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. boom

They’ll dive into their lessons learned and their strategies for success when partnering with cloud providers!*

*In this talk, they will discuss:
• Navigating Partner Programs & PartnerOps • Trust & Accountability in the Field • Building Solutions & Joint Marketing • Executive Alignment • And more! fire REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_7IOQORr7QmGb8d8bSiUmHg
Tamara
Share the Partner Love this Valentine's Day heartheart

To show our appreciation to our amazing CSA community, we've got a special gift for you. gift

The 11th annual SaaS partnership conference, SaaS Connect, is coming up on April 19-20, 2023 in San Francisco!

And for the next two days, you can grab $75 OFF your ticket, as our Valentine's gift to our favorite partnerships pros. Just use the code PARTNERLOVE to claim your discount, only until February 16th! smiling_face_with_3_hearts

point_right Grab your SaaS Connect ticket!
Tamara
@channel loudspeaker Just a reminder that TOMORROW, THURSDAY 10am PT we're discussing Strategies for Partnering with Cloud Providers fire

Join @Andrew P, Principal - Alliances & Ecosystems at Pariveda and @Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. boom

In this talk, they will discuss: • Navigating Partner Programs & PartnerOps • Trust & Accountability in the Field • Building Solutions & Joint Marketing • Executive Alignment • And more! point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_7IOQORr7QmGb8d8bSiUmHg
Bradley Davis
Any e-commerce platforms in here? I would love to connect and chat partnerships.
Michael Radziszewski
Hi @Bradley Davis I'm with Connectbooks.com
Tamara
eyes If you've been thinking of getting your SaaS Connect 2023 tickets...there's no better time than now! As our Valentine's day gift to our favorite partnership pros, we've dropped a $75 discount, available only until tonight at midnight! heart

Grab your Valentine's discount with the code PARTNERLOVE

point_right Or use this link to grab your ticket with the discount applied!
Tamara
@channel loudspeaker bangbangFINAL REMINDER… 10:00 am PT point_right Strategies for Partnering with Cloud Providers

Discover how to design an integration user experience that best meets your users' needs. computer

Join Andrew Porter, Principal - Alliances & Ecosystems at Pariveda and Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. boom They'll discuss: • Navigating Partner Programs & PartnerOps • Trust & Accountability in the Field • Building Solutions & Joint Marketing • Executive Alignment fire10am PT today REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_7IOQORr7QmGb8d8bSiUmHg
Tamara
@channel Starting now! point_right Strategies for Partnering with Cloud Providers

Join Andrew Porter, Principal - Alliances & Ecosystems at Pariveda and Sophie Zugnoni, Head of Cloud Business Development at Hazelcast for a conversation about finding your niche within 750,000+ partners in the cloud ecosystem. boom

point_right It's not too late to register here!
Tamara
drum_with_drumsticksdrum_with_drumsticks....Our agenda for SaaS Connect 2023 is LIVE! tada

We have posted the agenda for SaaS Connect (April 19-20, San Francisco) with a few more announcements to come! boom

Check out our incredible line-up of partnerships professionals taking the stage at SaaS Connect! You can expect... • Incredible partnership executive stories like Eric Buck - Google, Neeti Gupta - VMware, Chris Bach - Netlify, and Whit Crump - AWS + more! • Aligning Partnership Strategy with C-Suite Leadership • The Key to Partnering With Your Competitors • Scaling the Partnership Org: Mistakes Revealed • The SaaS Partner Journey with Cloud HyperScalers • and so much more! point_right Check it out & grab your ticket!
Kamal Krishna
Great Event to connect with SaaS professional.
Tamara
Thanks, Kamal! Hope we see you there!
Tristan Oker (ShipperHQ)
Anyone here going to be at the BigCommerce Partner awards in Austin next Wednesday? Would love to meet up with some ShipperHQ partners if you're in town simple_smile
Shawnie Hamer
Happy Monday, community! We have another Kiflo Roundtable coming up March 2nd at 6pm CET with Shawn Li, VP of Partnerships at Flip, and Don Osburn, Founder of Channel Zen.

We will be tackling your questions on all things partner pitch meetings, including:

• How to prepare • How to present value • How to drive the meeting • & how to close the deal! Get your spot here!
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up!

admission_tickets Roundtable - Tech Integration Marketplaces | This Thursday, Feb 23, 2023, 10AM PT In this dedicated hour, join hosts @Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. They'll lead a convo about: • Why to invest in a marketplace • Core integrations VS 1+1=3 • Partner Recruitment outbound vs inbound point_right Register now!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Tristan Oker (ShipperHQ) asks if anyone here will be at the BigCommerce Partner awards in Austin on Wednesday. Get connected!

@Isaac Morehouse asks: Has anyone seen ads used to find new partners and expand in a new geo territory? Join the convo.

@Shawnie Hamer shared a Greatest Minds in Partnerships article featuring industry vet Don Osburn. Don dives into strategies for perfecting partner pitch meetings. Read it here.

Fresh Content books

link Creating Intentional Wow Partner Experiences with Dannielle Sakher, Exec Member of CSA

link Developer Evangelism Boosts Partnerships with Nicolas Grenié, Developer Advocate at Typeform

link Building Better UX Practices for Your Integrations with Ryan Lunka, Co-Founder and CEO at Blended Edge and Cody Sunkel, Co-Founder and VP of Growth at Partner Fleet

link Winning Partnerships With Companies That Have Been Around Longer with Patrick Cleary, Director of Strategic Partnerships, US at Wayflyer

link Talkdesk Partner Strategy and Secrets of the Past, Present and Future with Walla Oriqat – Director at Talkdesk AppConnect

Job Board briefcase

link @Ian Cugniere is hiring an NA Manager for the Channel Partnerships team. Reach out to get the details!

link @Rob Balasabas is hiring for an Account Executive, Ecosystem (Channel Partnership) role at Uscreen. Connect with Rob!

link @Julie Koslen Diehl is hiring a New Director, Sales Compensation at insightsoftware. Learn more here!

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

link Head of Strategic Partnerships at Client Giant

link 2 Account Execs, Partnerships for APOLLO

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Ian Cugniere
Thanks for sharing, Tamara! star
Isaac Morehouse
Love this!
Tamara
loudspeaker @channel THIS WEEK, THURS 10AM PT point_right Tech Integration Marketplaces Roundtable

In this dedicated hour, join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. boom

Take part in the conversation, and connect 1:1 with the top leaders in SaaS partnerships!

They'll lead a conversation around: · Why invest in a marketplace · Core integrations VS 1+1=3 · Partner Recruitment outbound vs inbound

fire REGISTER HERE: https://us02web.zoom.us/meeting/register/tZIoc-yqrzkuEtTjQdVz9lStWcpgANE-r9I1
Ali Spiric
Hey everyone! wave I have an opportunity to get involved with some killer content. I run the content strategy at Allbound and we'd have some opportunities to highlight incredible channels and the people who run them. We have a few prompts going at the moment: • What are you doing to drive success with your referral or reseller partnerships? • How have you used partners to reach new B2B audiences? • What are the use cases for partners in your organization? (Resellers, MSPs, etc.) How do they help your entire organization succeed? ◦ _You don't need to answer all three of these questions. You can answer as many or as little as you'd like._ All we need is a quote and a headshot, and then we'll get you a highlighted section in upcoming content, a link back to your LinkedIn, and a link to your company URL. tada
Tamara
Such an awesome opportunity, thanks for sharing Ali!
Nikunj Sanghvi
Hi Ali, I’d love to participate and respond to your first prompt based on what we’re doing at Caspio. Where should I send the response to?
Tamara
thinking_face How do you Book 1:1 meetings with over 500 SaaS Partnership Pros?

SaaS Connect is coming up, and sponsorships are selling out! fireAlong with our sponsors we’re hosting the best SaaS Partnerships conference in town this April 19th, and 20th in downtown San Francisco.

Our sponsors, and registrants outdid themselves in 2022 by booking meetings with over 40% of our attendees _before day 1!_ This year, we’re adding more networking space, increasing attendees, and enabling our sponsors to start booking those quality meetings even earlier. tada

It’s not too late to join us in hosting SaaS Connect by: • Sponsoring High tops tables! • Getting in on hosting The Networking Garden • Helping us create incredible parties, and happy hours Connect us on our remaining sponsorships by emailing
Tamara
Hi everyone, the Tech Integration Marketplaces Roundtable for today has been rescheduled to Thursday, May 25, 2023 10:00 AM PT. Thanks for your understanding!

I'll be announcing a new Roundtable for next week shortly! eyes
Tamara
Curious how others are approaching data & reporting for their channel programs? Then you'll want to join our roundtable next week! boom

mega Roundtable: Data & Reporting Practices for Partner Programs | March 2nd 10AM PT

In this dedicated hour, join hosts @Aidan Weinrib, Head of Partnerships at Wizehire and @Gloria Castillo, Sr. Manager, Partner Programs at Loopio, as they lead a discussion around:

• Using data to prove the performance of your partner program • How people are approaching partner acquisition, metrics & benchmark KPIs • Partner ops: the impact of having a dedicated headcount vs not Take part in the conversation, and connect 1:1 with the top leaders in SaaS partnerships. Register now! point_right https://us02web.zoom.us/meeting/register/tZUpfumrqz8vH9Vz6PnPcftp7iH3VETGv_o4
Tamara
mantelpiece_clock 54 days until SaaS Connect 2023!!! mantelpiece_clock Time to grab your ticket if you haven't already!

point_right http://saasconnect.org/

Curious what past attendees have to say? Here's what Indus thought about last year's event:
Casey Trujillo
SaaS Connect 2023 | April 19-20, 2023 | San Francisco

If you are attending the SaaS Connect event in San Francisco we would love to meet you.

BrainStorm is hosting an exclusive VIP dinner the night before. Register here

At the dinner you will interact with members of our BrainStorm executive team and one of our customers. They will be discussing how the BrainStorm platform helps SaaS companies onboard customers faster, shorten time it takes for users to see value, drive adoption of your differentiators, free up Customer Success to be strategic, and MORE.

DM if you have any questions.
Tamara
Happy Friday, CSA! tada How was your week? simple_smile

Any partnership WINS you'd like to share so we can celebrate them with you? Feel free to share any learnings too - drop them in the thread! thread
Justin Zimmerman
Hey hey CSA Friends! I just posted the WIP (week in partnerships).... some interesting things to check out. (1) The Reveal + Partnerhacker merger (2) @Martin Scholz upcoming partnership course (3) The partner playbook I used to get 650+ webinar registrants (4) Jobs

See comments for links to all of this.
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up!

admission_tickets Roundtable: Data & Reporting Practices for Partner Programs | This Thursday, March 2, 2023, 10AM PT join hosts @ Aidan Weinrib, Head of Partnerships at Wizehire and @ Gloria Castillo, Sr. Manager, Partner Programs at Loopio, as they lead a discussion around successful data and reporting practices for channel programs. We'll discuss: They’ll lead a conversation around: • Using data to prove the performance of your partner program • How are people approaching partner acquisition, metrics & benchmark KPIs • Partner ops: the impact of having a dedicated headcount vs not point_right Register now!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Justin Zimmerman has posted the WIP (week in partnerships) update. Don't miss it to get up to date on all things partnerships!

@Khyati is creating a GTM Playbook 2023 and wants to include your inputs - it will be distributed to over 35 communities! Learn more.

@Kelly Sarabyn (HubSpot) shared some HubSpot app partner success stories they published, which you won't want to miss! Read them here.

@Shawnie Hamer shared content on How to Win Partner’s Hearts & Minds with Shawn Li from Flip CX. Check it out here!

@Cristy Garcia just shared the details for impact.com's Partnership Experience (iPX) in New York. Learn more.

@Jay McBain asks: "Have the industry’s channel chiefs really moved to an ecosystem model?" Check out the insights!

@Ali Spiric has an awesome content opportunity - learn how to get showcased by sharing your insights!

Fresh Content books

link Creating Intentional Wow Partner Experiences with Dannielle Sakher, Exec Member of CSA

link Developer Evangelism Boosts Partnerships with Nicolas Grenié, Developer Advocate at Typeform

link Building Better UX Practices for Your Integrations with Ryan Lunka, Co-Founder and CEO at Blended Edge and Cody Sunkel, Co-Founder and VP of Growth at Partner Fleet

Job Board briefcase

link Junior Content Writer at Jotform

link Marketing Event Manager at Outsell

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

link Head of Strategic Partnerships at Client Giant

link 2 Account Execs, Partnerships for APOLLO

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Noah Mazur, harish naidu, Aleksey Chepovoi, Kyle Shannon, Michael A., Matthew, Greg Fragin, Nataraj, Kegan, Leslie Ferrell, Greg Wilber, Gagandeep Saini, and Bethany Bierig. Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Sunir Shah
@channel I received this interesting scam from Attendeesshow.com pretending to sell the attendee list to SaaS Connect. Obviously, it’s not us. Let me know if you’ve received something like it.
Kasey Bayne (Pocketed)
Even using the similar logo and website! Sneaky
Chip Rodgers (WorkSpan, Bay Area)
Yep, I got one. But I get hundreds of them for every show… they’re all subject to the fast delete key.
Sunir Shah
I feel old now that I’m not up to date on the latest scams.
Sanjay Goel (NachoNacho)
Could we send them a link to Grammarly as a courtesy?
Tamara
mega HAPPENING THIS THURSDAY, 10AM PT! @channel

point_right Roundtable: Data & Reporting Practices for Partner Programs

Join hosts @Aidan Weinrib, Head of Partnerships at Wizehire and @Gloria Castillo, Sr. Manager, Partner Programs at Loopio, as they lead a discussion around: • _Using data to prove the performance of your partner program_ • _How people are approaching partner acquisition, metrics & benchmark KPIs_ • _Partner ops: the impact of having a dedicated headcount vs not_ You won't wanna miss this! Register now! point_right https://us02web.zoom.us/meeting/register/tZUpfumrqz8vH9Vz6PnPcftp7iH3VETGv_o4
Diego Richards
Hey Everyone! Has anyone worked with any tech resellers? I am starting to dig into this type of business, and any help will be more than accepted! I really appreciate any help you can provide. raised_hands
Julie Koslen Diehl
Yes, I've either worked for a reseller or created programs for them for most of my career. Happy to help if I can.
Tamara
sunglasses Salaries, KPIs, and lots of data to green-light ecosystem-led growth in your org!

If you haven’t taken a peek yet, Crossbeam’s 2023 State of the Partner Ecosystem report is 60 pages of analysis that can help you:

• Make the case for co-selling (on average, 51% of sales reps co-sell. But fun fact: More than 20% of SaaS companies say 100% of their sales reps participate in co-selling). • Decide which tools, integrations, and processes to invest in (76% of partnership professionals push partner data to their CRM. Next up: pushing partner data into visualization tools). • Understand which KPIs and targets are most common by company size (partner-sourced revenue is #1 across all company sizes, but how much are people aiming for?). Many have used this report to negotiate their salaries, get buy-in, and more. point_right Check it out, and see what stands out to you!

(And feel free to share your thoughts in the comments below!)
Jessica Rowe
Super excited for this year’s report! clap
Tamara
Want to join 1000+ SaaS founders in one room? star-struck

This March 16-17, 2023, Nathan Latka is bringing together 75 speakers with $2m-$200m in revenues at SaaSOpen to share revenue growth, equity negotiations, and market benchmarks. chart_with_upwards_trend

And we'd love to invite you to join the conversation and be in the room alongside 1000+ SaaS founders. Not only that, we've worked with Nathan to make it a no brainer for CSA members.

With the code CLOUDSOFTWARE, you can save $2000 off the ticket prices for SaaSOpen! Ready to lock in your spot? point_right Claim your discounted ticket to SaaSOpen.com now, coupon code: CLOUDSOFTWARE
Casey Trujillo
Two events you might be interested in.

SaaS Connect 2023 | April 19-20, 2023 | San Francisco - If you or your colleagues are attending the SaaS Connect event in San Francisco we would love to meet with you.

BrainStorm is hosting an exclusive VIP dinner for your customers the night before. Register here

At the dinner they will meet members of our BrainStorm executive team and one of our customers. We will be discussing how the BrainStorm platform helps SaaS companies onboard customers faster, shorten time it takes for users to see value, drive adoption of their differentiators, and free up Customer Success to be strategic, and MORE.

Live Event - Our top 5 hacks for reaching 18 million views from end users every single year. March 23rd, 2023 | 30 minutes Register here

Customer education is an important, but daunting task.

The pressure is high to set customers on the right path to success. Because everyone knows that how well you onboard a customer has a significant impact on their engagement and renewal likelihood.

In this session, Todd Kirk, Director of Product Strategy at BrainStorm, will reveal our top 5 data-proven tactics for creating customer education content that will serve as a springboard for unmatched customer success.

Learn how to create content that's so relevant that, like ours, 90% of users report that what they learn applies to their job.

Thank you.

Casey
Arshiya Nowsheen
Hi Everyone, I am looking for Digital Onboarding product for Banks, DM me if interested
Tamara
mega TODAY, 10AM PT! @channel point_right Roundtable: Data & Reporting Practices for Partner Programs

Join hosts Aidan, Head of Partnerships at Wizehire and Gloria, Sr. Manager, Partner Programs at Loopio, as they lead a discussion around: • _Using data to prove the performance of your partner program_ • _How people are approaching partner acquisition, metrics & benchmark KPIs_ • _Partner ops: the impact of having a dedicated headcount vs not_ It's not too late to join the convo! point_right https://us02web.zoom.us/meeting/register/tZUpfumrqz8vH9Vz6PnPcftp7iH3VETGv_o4
Gabriela Gadeva
Tamara, is that a recording i can view, unfortunately couldn't join the live session. Thanks!
Shawnie Hamer
Hey everyone! Just a reminder that we are holding our Kiflo Roundtable today at 9 am PST/ 6 pm CET on how to drive value in partnership meetings with @Shawn Li and Don Osburn!

Get your seat here!

Hope to see you there!
Tamara
@channel Starting now! point_rightRoundtable: Data & Reporting Practices for Partner Programs fire

Join hosts Aidan Weinrib, Head of Partnerships at Wizehire and Gloria Castillo, Sr. Manager, Partner Programs at Loopio, as they lead a discussion around successful data and reporting practices for channel programs.

point_right It's not too late to join the convo here!
Tamara
Join the convo! simple_smile
Matt Kamp
Where is the best place to get the replay of this one? @Tamara
Tamara
We'll share the replay with the community soon!
Tamara
Happy Friday, CSA!

boom Salaries, KPIs, and lots of data to green-light ecosystem-led growth in your org! chart_with_upwards_trend chart_with_upwards_trend chart_with_upwards_trend If you haven’t taken a peek yet, Crossbeam’s 2023 State of the Partner Ecosystem report is 60 pages of analysis that can help you: • _Make the case for co-selling_ (on average, 51% of sales reps co-sell. But fun fact: More than 20% of SaaS companies say 100% of their sales reps participate in co-selling). • _Decide which tools, integrations, and processes to invest in_ (76% of partnership professionals push partner data to their CRM. Next up: pushing partner data into visualization tools). • _Understand which KPIs and targets are most common by company size_ (partner-sourced revenue is #1 across all company sizes, but how much are people aiming for?). Many have used this report to negotiate their salaries, get buy-in, and more. point_right Check it out, and see what stands out to you!
Tamara
You're invited to join 1000+ SaaS founders in one room! admission_ticketsadmission_tickets

This March 16-17, 2023, Nathan Latka is bringing together 75 speakers with $2m-$200m in revenues at SaaSOpen to share revenue growth, equity negotiations, and market benchmarks. chart_with_upwards_trend

And we'd love to have you join the conversation and be in the room alongside 1000+ SaaS founders. We've also got an amazing discount for CSA members only!

With the code CLOUDSOFTWARE, you can save $2000 off the ticket prices for SaaSOpen! Ready to lock in your spot? point_right Claim your discounted ticket to SaaSOpen.com now, coupon code: CLOUDSOFTWARE
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up!

@Indu Manglotra is hosting the Ecosystem Aces Pro Panel on March 8, discussing Partner Program Best Practices. Sign up!

@Roddy Smith is hosting a partnerships meetup, Cheers with Peers, on March 9 in Toronto. Save your spot!

@Casey Trujillo is hosting a live event: Our top 5 hacks for reaching 18 million views from end users every single year on March 23. Register here.

@Bernhard Friedrichs is hosting a Partnerships Meetup in Berlin on March 29. Check it out here!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Phil Norton is asking: where do you go to find new partners for your program? Share your thoughts!

@alejandro sanchez is asking: anyone have experience with channel partners in LATAM around the topic of data analysis? Share your thoughts!

@Che Thornbury is asking: what was a memorable win and challenge when you established your partnership programs? Share yours!

@Alex Glenn shared some data on why agencies partner with tech companies. Check it out!

@Diego Richards is looking to connect with anyone who has worked with any tech resellers. Help him out!

Fresh Content books

link Succeeding across the pond: Partner ecosystem business building in Europe by Rob Rebholz at Superglue.io

link Strategies for Partnering With Cloud Providers with Andrew Porter, Principal — Alliances & Ecosystems at Pariveda, and Sophie Zugnoni, Senior Director — Cloud Sales at Hazelcast

link Creating Intentional Wow Partner Experiences with Dannielle Sakher, Exec Member of CSA

link Developer Evangelism Boosts Partnerships with Nicolas Grenié, Developer Advocate at Typeform

link Building Better UX Practices for Your Integrations with Ryan Lunka, Co-Founder and CEO at Blended Edge and Cody Sunkel, Co-Founder and VP of Growth at Partner Fleet

Job Board briefcase

link Junior Content Writer at Jotform

link Marketing Event Manager at Outsell

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Vishal Shah, Shadab Shaikh, Thato Sethebe, Annette Snow (Stamped), Sarah Jackson, Suhail Ahmed S, Bridget Thompson, Anthony Smith, Nate Roybal (Syncari), Kristy M, paul, Gasper Anderle, Muhammad Ali, Sam Shah, Lotty Vathananonh, Sharanya N, Phil Norton, Jerome Agnola, and Che Thornbury. Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
thinking_facethinking_face Why should I attend SaaS Connect 2023?

Still not sure about that ticket? Here's just _some*_ of what you can expect at SaaS Connect this year (we've got even more in store for you!)

A powerful agenda with incredible speakers white_check_mark • *Mentorship opportunities with experts white_check_markRoundtables - participate OR lead one and share your expertise white_check_markWorkshops to dive deep into your partnerships challenges (get ready to learn!) white_check_markNetworking galore! Easily book meetings with your dream partners white_check_markHappy hour, parties, and lots of time to meet attendees, speakers, vendors! white_check_mark • _...and so much more!_ Tickets are flying - don't miss your chance to join us! 43 days until we meet again! point_right http://saasconnect.org/
Usha Kalva
Leave the strategy and planning to the CSM, and let your Onboarding and Professional Services teams handle the execution during onboarding!

In our upcoming Deep Dive session, we’re hosting Laura Kightlinger, VP of Customer Success - International at Seismic, to discuss the advantages, possible downsides, ways to watch out for them, and the outcomes of an approach where the CSM’s focus is on driving customer value and developing long-term relationships while Professional Services or Onboarding teams handle the operational side of things.

Date: 20th March ‘23 Time: 5 pm GMT | 12:00 pm ET | 9 am PT | 10:30 pm IST

RSVP:http://bit.ly/3kErXka
Tamara
bell If you were recently affected by workforce reductions, the SEBS team has an opportunity made just for you arrow_down

point_right SEBS is now offering a scholarship program to the SEBS Partner Ecosystem Education Center for any partner professional whose role has been affected recently by workforce reductions.

SEBS offers education, training, workbooks, content, peer group, live sessions, support, and more to upskill and reskill professionals to the exciting and growing world of Partner Ecosystems.

Learn more by: • Visiting www.sebschool.com • Downloading a copy of the SEBS syllabus • Take a test drive of a SEBS lesson and GTM Workbook To get the details of the scholarship program, book a call with Todd! Join #sebs-school too!
Todd Hussey
@Tamara Thx! Yes, please feel free to schedule a call with me, https://meetings.hubspot.com/todd13
Tamara
rotating_light HAPPENING NEXT WEEK! point_right Moving SMBs through the SaaS Sales Cycle

SMBs are a challenging segment, given their high cost of acquisition and ongoing churn. However, their enormous purchase potential makes them a very compelling audience. _If you target SMBs, how can you best reach them?*_

Join *Stu Richards
, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._

In this fast-paced and informative webinar, you’ll learn how important 42 different information sources are for awareness, research and purchase. Get all the insights!

fire Thursday, March 16, 10AM PT. Register here arrow_downhttps://us02web.zoom.us/webinar/register/WN_HOg7MzbKRmSQ04sbQJijdQ
Ali Spiric
rotating_light Looking for the Top SaaS Partner Programs rotating_light

Allbound is compiling a list of top partner programs and would love to include you and your team. Drop a comment on this thread or leave an emoji reaction and I'll reach out to you to get more info.

We can't wait to highlight you and your partners!
Tamara
Awesome opportunity, Ali!
Dan O’Leary
Sign me up @Ali Spiric partying_face
Nikunj Sanghvi
Hi Ali, we recently spoke on another topic, and would love to add Caspio’s partner program to this list! simple_smile http://caspio.com/partners
Arun Prasath
Awesome :+1:
Sunir Shah
Anyone else having a bad day because of Silicon Valley Bank?
Andrew Claus
We’re feeling the pain here, that’s for sure.
Sunir Shah
I wonder if this is crypto contagion.
Sunir Shah
Or just the more mundane interest rate hikes wiping out T bill value + leverage but ¯\_(ツ)_/¯
Josefina Tous Bercovich
Not a bad day (yet) but expectant of how it impacts the financial system and other entities eyes
Sunir Shah
I read what happened. Assuming this tweet is correct (dunno), it’s the pandemic financing. Could happen to any bank, so it isn’t over. It could be 1929 basically. https://twitter.com/jamiequint/status/1633956163565002752
Tamara
bell REMINDER! SEBS is now offering a scholarship program to the SEBS Partner Ecosystem Education Center for any partner professional whose role has been affected recently by workforce reductions.

SEBS offers education, training, workbooks, content, peer group, live sessions, support, and more to upskill and reskill professionals to the exciting and growing world of Partner Ecosystems. Learn more by: • Visiting www.sebschool.com • Downloading a copy of the SEBS syllabus • Take a test drive of a SEBS lesson and GTM Workbook To get the details of the scholarship program, book a call with Todd! Join #sebs-school too!
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! point_right Grab your Advanced Purchase tickets now before prices go up!

admission_tickets Masterclass: Moving SMBs through the SaaS Sales Cycle| March 16, 2023 | Virtual SMBs are a challenging segment, given their high cost of acquisition and ongoing churn. However, their enormous purchase potential makes them a very compelling audience. _If you target SMBs, how can you best reach them?*_ Join *Stu Richards, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._ point_right Register here!

@Roddy Smith is hosting a 2nd Annual Bowling Championship: March 16th in Ottawa for partnerships and ecommerce people! Sign up!

@Liz Garcia (Pandium) is hosting Best Practices for Designing and Scoping Integrations With ShipBob on March 22. Check it out!

@Casey Trujillo is hosting a live event: Our top 5 hacks for reaching 18 million views from end users every single year on March 23. Register here.

@Bernhard Friedrichs is hosting a Partnerships Meetup in Berlin on March 29. Check it out here!

@Isaac Morehouse shared pre-reg for PLX Summit 2023! Check it out.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Ali Spiric is looking for looking for the Top SaaS Partner Programs! Get connected!

#sebs-school is now offering a scholarship program to the SEBS Partner Ecosystem Education Center for any partner professional whose role has been affected recently by workforce reductions. To get the details, book a call with Todd!

Fresh Content books

link Succeeding across the pond: Partner ecosystem business building in Europe by Rob Rebholz at Superglue.io

link Strategies for Partnering With Cloud Providers with Andrew Porter, Principal — Alliances & Ecosystems at Pariveda, and Sophie Zugnoni, Senior Director — Cloud Sales at Hazelcast

link Creating Intentional Wow Partner Experiences with Dannielle Sakher, Exec Member of CSA

Job Board briefcase

link @Arthur Soulis is looking for 10+ roles at VoPay.

link Junior Content Writer at Jotform

link Marketing Event Manager at Outsell

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Vishal Shah, Shadab Shaikh, Thato Sethebe, Annette Snow (Stamped), Sarah Jackson, Suhail Ahmed S, Bridget Thompson, Anthony Smith, Nate Roybal (Syncari), Kristy M, paul, Gasper Anderle, Muhammad Ali, Sam Shah, Lotty Vathananonh, Sharanya N, Phil Norton, Jerome Agnola, and Che Thornbury. Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Liz Garcia (Pandium)
Thanks for sharing our event Tamara!
George Kyriakis
Folks, any recommendations on hotels near SaaS Connect?
Lindsey Ward {CSA Managing Director}
Hey George! Hotel Zetta is a great one, it's where we have the opening party.
George Kyriakis
Good one Lindsay. Stayed there in the past. Will look into it again. Thx.
Tamara
rotating_light @channel HAPPENING THIS THURSDAY! point_right Moving SMBs through the SaaS Sales Cycle

SMBs are a challenging segment, given their high cost of acquisition and ongoing churn. However, their enormous purchase potential makes them a very compelling audience. _If you target SMBs, how can you best reach them?*_

Join *Stu Richards
, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._

In this fast-paced and informative webinar, you’ll learn how important 42 different information sources are for awareness, research and purchase. Get all the insights!

fire Thursday, March 16, 10AM PT. Register here arrow_downhttps://us02web.zoom.us/webinar/register/WN_HOg7MzbKRmSQ04sbQJijdQ
Tamara
alarm_clockalarm_clock 36 days left until we meet again at SaaS Connect 2023! tada

We're super excited to bring together hundreds of SaaS partnerships professionals this April 19-20th for... fire powerful networking (and new partnerships made wink) fire incredible content from the best of the best partnerships leaders fire mentorship, roundtables, and lots of spaces for discussion and collaboration!

If you're looking to book some deals, explore new opportunities, learn from some of the top professionals in the industry...you won't want to miss this.

Here's what an attendee had to say last year... > _"Whether you are in your partner program, getting started, stuck, or a veteran, you don't want to miss the opportunity to mix it up with others doing the same thing. We shared best practices, looked at the current partnership statistics, and heard speakers who built incredible partnership programs. I made connections I never would have over LinkedIn and found companies I didn't know were out there to partner with. If you are in a partnership role, don't miss the next SaaS Connect conference."_ raised_hands See you at SaaS Connect? Register here point_right https://www.cloudsoftwareassociation.com/saas-connect/
Rob Rebholz
Can't wait!! raised_hands
Gabriela Gadeva
Looking forward!
Tamara
rotating_light @channel TOMORROW, 10AM PT! point_right Moving SMBs through the SaaS Sales Cycle

SMBs are a challenging segment, given their high cost of acquisition and ongoing churn. However, their enormous purchase potential makes them a very compelling audience. _If you target SMBs, how can you best reach them?*_

Join *Stu Richards
, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._thinking_face Learn how important 42 different information sources are for awareness, research and purchase.

fire Thursday, March 16, 10AM PT. Register here arrow_downhttps://us02web.zoom.us/webinar/register/WN_HOg7MzbKRmSQ04sbQJijdQ
Stuart Pick
Does anyone have any credible data on retention rates of saas subscribers linked to partners? For example, either comparing retention/churn for partner sourced deals vs direct, OR ideally research linking retention relative to how many partners/integrations utilised? The hypothesis being that customers with zero integrations or connected to a partner, churn higher vs those with 1 x integration, vs 2, 3, 4, 5 etc? I know this to be the case, just wondered if there was any good content or analysis on this subject?
Sunir Shah
this may not be what you’re hoping, but consistently it’s demonstrated that service partner influenced customers have the same churn rate as direct sales.

Managed accounts have lower churn rates.

Integrations are correlated with much lower churn, but there’s a causation / correlation problem there. That is, the most motivated customers are also the ones most motivated to use integrations.

At FreshBooks, I had to use qualitative research to determine that 30% of sales were primarily driven by the richness of integrations.

At Olark, I wrote the data warehouse (from scratch, god help me) and we pivoted the cohorts by integration, and found not every integration was equal in terms of its impact on LTV.
Stuart Pick
Very interesting. So would you say that improving churn rates isn’t necessarily a case of encouraging customers to use more partner services or apps? Simplistic question but you see where I’m going
Stuart Pick
Also any sources re your comment of churn rates being the same regardless of channel?
Cody Sunkel (Partner Fleet)
Just DM'd you a spreadsheet with resources on this that I maintain. So far I have 16 articles with data.
Sunir Shah
There is a case but its not naive or trivial
Andrew Edelman
We’ve published some partner case studies that include churn/retention data comparing customer cohorts that use Zapier vs those that do not. Will echo Sunir’s caution around causation vs correlation https://zapier.com/blog/all-articles/partner-case-studies/
Sunir Shah
Partnerships are just extensions of the underlying customer life cycle. So where the customer life cycle can be impacted to lower churn and a partner is necessary to achieve that goal then partners impact churn
Sunir Shah
To be honest, I find the naive conversation more about can we cut the partner team or not rather than how can the company make more money from customers. So quickly reframe the conversation based on customer qualitative data about what obstacles and frictions they need fixed to retain
Sunir Shah
This is why managed services lower churn. Partners offer a better customer success team effectively
Sunir Shah
Integrations that flow data into your product, where your product transforms that data, and then outputs new data that flows out that impacts the kpi will lower churn
Sunir Shah
Since it makes your product critical path to revenue impact
Sunir Shah
If you want to get abstract you would use an ecological data flow or weighted actor network framework to see what integrations would embed your product into critical path flows
Sunir Shah
Not that a ceo would understand that stuff. I have tried.
Stuart Pick
Guys thanks so much
Bradley Blinn
Crossbeam recently published a report saying “On average, integration users are 58% less likely to churn”.
Cody Sunkel (Partner Fleet)
Went ahead and turned our spreadsheet into a blog post... check it out:

https://www.partnerfleet.io/blog/valuable-integration-statistics-to-know
Len Martin
Cody, thanks much for sharing those stats. Yesterday I considered asking you for a copy of the spreadsheet. Looking forward to checking it out.
Cody Sunkel (Partner Fleet)
Awesome @Len Martin, glad to hear it'll likely come in handy.
Stas Bojoukha
Hi All, I was wondering if any of your companies are taking on interns this summer? If so, do we know what type of offers interns are looking for in terms of paid internship, day rate, hourly, length, etc.. schools looking for placements or bootcamps?
Tamara
mega @channel TODAY, 10AM PT! point_right Masterclass: Moving SMBs through the SaaS Sales Cycle

If you target SMBs, how can you best reach them?* Join *Stu Richards, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._thinking_face

fire Register here arrow_downhttps://us02web.zoom.us/webinar/register/WN_HOg7MzbKRmSQ04sbQJijdQ
Tamara
@channel Starting now! point_rightMoving SMBs through the SaaS Sales Cyclefire

Join Stu Richards, CEO of SMB research firm Bredin, who will talk about the i_nformation sources SMBs use to select solutions for their businesses._thinking_face Learn how important 42 different information sources are for awareness, research and purchase.

point_right It's not too late to join the convo here!
Tamara
Just getting started!
Tamara
four_leaf_cloverfour_leaf_clover Happy Saint Patrick's Day, CSA! four_leaf_cloverfour_leaf_clover

Today only, use code LUCKY for $75 OFF your ticket to SaaS Connect! We're getting ready to welcome over 400 partnerships professionals next month in San Francisco. Don't miss out on this one - it will be an amazing event! wink

Grab your tickets point_right https://www.eventbrite.ca/e/saas-connect-2023-tickets-477618779627?discount=LUCKY
Tamara
mega HAPPENING NEXT WEEK: How to Build your Partner & App Marketplace computer

In the decade of ecosystems, _partner and app marketplaces are becoming a key asset_ for companies to show how they connect. But very few people know how to build a marketplace that will elevate their brand, drive tangible results, and reinforce customer and partner loyalty. eyes

Join @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. fire

They will also discuss the key considerations for deciding whether to build your marketplace in-house vs. utilizing a marketplace platform.

They will discuss topics like: • Why marketplaces take SaaS brands to the next level • 10 marketplace best practices for a top shelf experience • Ensuring your marketplace is scalable and easy to manage Register now! point_right https://us02web.zoom.us/webinar/register/WN_bWY3Z1tsQHKJjDbBlqPxiA
sharon hiu
Does anyone know of companies that offers partner MDF management services to vendors? The scope would include aggregation and crunching of POS data from distribution, aggregation of behavioural data points, and then calculation of performance and resultant pay outs, digital feeds.
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 400+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! Only 30 days to go! fire point_right Grab your Advanced Purchase tickets now before prices go up!

admission_tickets How to Build your Partner & App Marketplace | March 23, 2023 | Virtual In the decade of ecosystems, partner and app marketplaces are becoming a key asset for companies to show how they connect. But very few people know how to build a marketplace that will elevate their brand, drive tangible results, and reinforce customer and partner loyalty. Join @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. point_right Register here!

@Sid Nagpal from PartnerStack is hosting Women Leading Partnerships - an incredible panel & networking session on March 21. Don't miss it!

@Liz Garcia (Pandium) is hosting Best Practices for Designing and Scoping Integrations With ShipBob on March 22. Check it out!

@Casey Trujillo is hosting a live event: Our top 5 hacks for reaching 18 million views from end users every single year on March 23. Register here.

@Bernhard Friedrichs is hosting a Partnerships Meetup in Berlin on March 29. Check it out here!

@Justin Zimmerman is hosting: _Playbook: Generating & MOVING Pipeline with Partners_ on March 30_._ Cory Synder from Sendoso will share how he uses tools like Crossbeam, Reveal, Slack, as well as KPIs he's built to push pipeline & keep aligned with leadership. Join here!

@Isaac Morehouse shared pre-reg for PLX Summit 2023! Check it out.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@sharon hiu is asking if you know of companies that offers partner MDF management services to vendors? Connect here!

@Matt Vosburgh from Keap launched their new Marketplace! SaaS platforms and app/integration developers are invited to add your listings to the Marketplace. Details here!

@Kelly Sarabyn (HubSpot) shared a podcast episode on SaaS companies leveraging media and community as a strategy, and how companies can scale connections. Check it out!

@Ella Richmond asks: "We all see B2B starting to mirror B2C. How should this change company tactics?" Share your thoughts!

Fresh Content books

link 0 to $10M Partner Pipeline Playbook with Marco De Paulis by Justin Zimmerman

link Strategies for Partnering With Cloud Providers with Andrew Porter

Job Board briefcase

link @Arthur Soulis is looking for 10+ roles at VoPay.

link Junior Content Writer at Jotform

link Marketing Event Manager at Outsell

link Business Development Representative – Partnerships at Vajro

link Vice President, Digital Marketing (Remote) at insightsoftware

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Natalie Jordan, Doug, Mihir Bhatt, Ella, Sachin Sinha, Shahul, Andre, Zach Fiorelli, Bruce Mazza, Bartosz Debicki (Xebia), Jarosław Bodył, BreAnne Specht, Katharina Kramer, Bailey Huston, Carly Evans, Patrick Hosch, Philippe Swamy, Marco Papa, Naina Agarwal, and Tanja Podinic. Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
mega @channel HAPPENING THIS WEEK, Thursday, 10AM PT: How to Build your Partner & App Marketplace computer

In the decade of ecosystems, _partner and app marketplaces are becoming a key asset_ for companies to show how they connect. But very few people know how to build a marketplace that will elevate their brand, drive tangible results, and reinforce customer and partner loyalty. eyes

Join @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. fire

They will discuss topics like: • Why marketplaces take SaaS brands to the next level • 10 marketplace best practices for a top shelf experience • Ensuring your marketplace is scalable and easy to manage Register now! point_right https://us02web.zoom.us/webinar/register/WN_bWY3Z1tsQHKJjDbBlqPxiA
Kevin OBrien
Hi Everyone - I have a former colleague who is looking for Senior Partner Marketing roles. She's an exceptional partner marketing talent. DM me if you're interested in connecting!
Pravin Arokyaraj
Hey Everyone, Do we have anyone from RingCentral here?
Todd Hussey
I’m thrilled to announce that @Neeti Gupta, VMware's Head of Hyperscaler Business Development and Ecosystem Partners (Microsoft) is now an Instructor and Advisor at #sebs-school

Neeti is going to help #sebs-school students and community learn partner ecosystems from the ground up by applying her real world partner ecosystem experience while at VMware, Meta, GE, Microsoft, Amazon.

Neeti' first lessons will focus on hot partner ecosystem topics such as, - Why building Cross Functional Collaboration (CFC) is so important - Common challenges in building cross functional collaboration - Hyperscalers vs. Smaller Organizations

“I’m very excited to be part of the team at SEBS as an Advisor and Instructor. To date there has not been a partner ecosystem education center and certification program like SEBS. Kudo's to the SEBS team. I want to give back to the partner ecosystem community and help others learn from my experiences - now I can"

Take a look at www.sebschool.com and keep an eye out for Neeti's lessons.

I also invite you to take a free full access trial of SEBS - https://sso.teachable.com/secure/1018131/identity/sign_up/email.

One last thing, if you are a partner ecosystem superstar like Neeti, and want to create lessons to help the partner ecosystem community - let me know, .

@Jason Breed @Lindsey Ward {CSA Managing Director} @Brian Leonard
Tamara
Neeti is amazing! Exciting news!
Tamara
boom How to Kick Ass in Your First Partnerships Roleboom Wednesday, March 29th, 2023 - 12pm ET

You just landed a new partnerships job. Congrats! But…now what do you do?

Join CSA members @Jessie Shipman (CEO, Fluincy; ex-Apple), @Kelly Sarabyn (HubSpot) (Platform Ecosystem Advocate, Hubspot; ex-Pandium), and @Scott Pollack (CEO of Firneo; ex-Amex, WeWork) at an interactive session where you’ll go deep on the topics that are top-of-mind for every new partner manager:

• Building a solid foundation for a scalable partner program • Setting expectations and goals with your leadership team • Investing your limited time and resources wisely • Developing a shared vision for partner success • Generating quick wins to build credibility In this interactive session, you’ll compare notes in breakout groups with peers and get expert feedback on your biggest partnerships challenges. It’s free — but spots are limited. point_right Reserve your seat now!
Tamara
rotating_lightCalling All Partnerships Experts!!! rotating_light @channel Apply To Lead A Roundtable At SaaS Connect fire

During lunch, we not only break the ice, but invite attendees to share their experience on the most difficult challenges we all face as partnership leaders. The best part? It’s led by you! Our members.

Apply to lead dynamic conversations like: • Marketplace development, distribution, and coselling with hyperscalers • Channel distribution through resellers (agencies, SPs, SIs, MSPs, and affiliates) • Partner program management including co-marketing, co-sales, and enablement • Organizational alignment with sales, marketing, product, engineering, support • Growing and maintaining a platform ecosystem, developer relations, building your own app marketplace • Strategies for scaling partnerships Ready to be our next Roundtable leader? Remember to register for SaaS Connect to be considered!

point_right SIGN UP HERE!
Tamara
mega @channel TOMORROW, 10AM PT: How to Build your Partner & App Marketplace computer

In the decade of ecosystems, _partner and app marketplaces are becoming a key asset_ for companies to show how they connect. But very few people know how to build a marketplace that will elevate their brand, drive tangible results, and reinforce customer and partner loyalty. eyes

Join @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. fire

They will discuss topics like: • Why marketplaces take SaaS brands to the next level • 10 marketplace best practices for a top shelf experience • Ensuring your marketplace is scalable and easy to manage Register now! point_right https://us02web.zoom.us/webinar/register/WN_bWY3Z1tsQHKJjDbBlqPxiA
George Kyriakis
@Tamara will this be recorded? Interested to hear but have a conflict at that time.
Tamara
Hey @George Kyriakis, this will be recorded! I'll share it with the community once the replay goes live simple_smile
Tamara
mega TODAY, 10AM PT: How to Build your Partner & App Marketplace computer

Join @Cody Sunkel (Partner Fleet), Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. fire

They will discuss topics like: • Why marketplaces take SaaS brands to the next level • 10 marketplace best practices for a top shelf experience • Ensuring your marketplace is scalable and easy to manage Register now! point_right https://us02web.zoom.us/webinar/register/WN_bWY3Z1tsQHKJjDbBlqPxiA
Tamara
@channel Starting now! point_right How to Build your Partner & App Marketplace computer

Join Cody Sunkel, Co-Founder & VP of Growth from Partner Fleet, and Katy Spalding, Product Manager, Developer Platform and Ecosystem from Clari who will talk about building your integrations and partner marketplaces. fire

point_right It's not too late to join the convo here!
Tamara
Just getting started! Join us!
Adel Farahmand
Sorry to miss this, is there a recording?
Tamara
Hey @Adel Farahmand, we'll publish the recording next week! simple_smile Keep an eye out here, or via newsletter!
Edouard
sorry I missed your webinar unamused Look forward watching the replay :-)
Craig Buchner
As a fellow partner executive, I’m requesting your help because few companies are hiring and there is an oversupply of candidates. Therefore, I’m reaching out to see if you have any tips, connections, or job leads for my search.

MY SEARCH CRITERIA - Title: VP/Director of Channel/Alliances/Partnerships sales role - Company type: SaaS vendor - Non-exhaustive list of domains: Martech (digital customer experience, customer data platforms, conversational AI, digital analytics), workflow automation, data management, low/no code, integration - Partner expertise: consulting/advisory firms, system integrators, service providers, and agencies - Location: remote role

Craig 5129682353
Cody Sunkel (Partner Fleet)
Definitely recommend taking @Jason Yarborough up on his coffee chat offer. Great guy to know, and super well networked in this space.

https://www.linkedin.com/feed/update/urnliactivity:7044720323258183680/
Craig Buchner
Thank you! Him and I are booked for tomorrow.
Tamara
Want to Kick Ass in Your First Partnerships Role? boom Next Wednesday, March 29th, 2023 - 12pm ET

Join CSA members @Jessie Shipman (CEO, Fluincy; ex-Apple), @Kelly Sarabyn (HubSpot) (Platform Ecosystem Advocate, Hubspot; ex-Pandium), and @Scott Pollack (CEO of Firneo; ex-Amex, WeWork) at an interactive session where you’ll go deep on the topics that are top-of-mind for every new partner manager: • Building a solid foundation for a scalable partner program • Setting expectations and goals with your leadership team • Investing your limited time and resources wisely • Developing a shared vision for partner success • Generating quick wins to build credibility In this interactive session, you’ll compare notes in breakout groups with peers and get expert feedback on your biggest partnerships challenges. It’s free — but spots are limited. point_right Reserve your seat now!
Lindsey Ward {CSA Managing Director}
@channel SaaS Connect is just around the corner, and we're almost sold out of Sponsorships! partying_face raised_hands fire This is the number one place to book meetings with Partnership, and SaaS Leaders from incredible companies like these arrow_down arrow_down arrow_down

We have a few key packages left, but they won't last long! Reach out to or DM me to snag the last few.
alejandro sanchez
I just came across this study of the top Shopify Plus App Ecosystem. If you are curious to see what apps per category for enterprise brands on Shopify use check it out: https://shopnewsandreviews.com/analyzing-the-shopify-plus-app-ecosystem/
Tamara
This is great - thanks for sharing
Tamara
Happy Friday, CSA! boom

Here's your friendly reminder to apply to lead a roundtable at SaaS Connect! tada We're selecting roundtable leaders next week! eyes

Lead dynamic conversations like: • Marketplace development, distribution, and coselling with hyperscalers • Channel distribution through resellers (agencies, SPs, SIs, MSPs, and affiliates) • Partner program management including co-marketing, co-sales, and enablement • Organizational alignment with sales, marketing, product, engineering, support • Growing and maintaining a platform ecosystem, developer relations, building your own app marketplace • Strategies for scaling partnerships Ready to be our next Roundtable leader? Remember to register for SaaS Connect to be considered!

point_right SIGN UP HERE!
Ben Cornett
Hi @Adam Casole-Buchanan I know this is out of the blue but I am testing a new partner program readiness/maturity scorecard. Would you be willing to take a quick assessment based on your role with DeckLinks? Here is the link if so. I will provide in real-time the assessment results with some tips/suggestions to improve (if needed) in each scored area.

Thanks Dr. B
Islam Elhendawy
Hi everyone, thanks for accepting me in your community and I'm here searching for resellers to our platform worldwide, please ping me if you are interested to partner with one of the leaders BI & Data Analytics platform GoodData.com simple_smile
Tamara
Welcome to the community, Islam!
Islam Elhendawy
Thanks dear simple_smile
James Sandoval (MeasureMatch)
Hi @Islam Elhendawy I’m game to have a chat about partnering through my cloud software/analytics pro services marketplace, MeasureMatch. No need to go too deep because we’re in the process of revamping our solutions for software vendors/partnerships leaders, but I’d love to get your take. Feel free to pop over a note to

https://web.measurematch.com
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join 400+ SaaS partnership professionals for networking, amazing content, and more! tada Only 23 days to go! firefire point_right Grab your Advanced Purchase tickets now before prices go up!

@Scott Pollack is hosting an event: How to Kick Ass in Your First Partnerships Role. Save your spot!

@Bernhard Friedrichs is hosting a Partnerships Meetup in Berlin on March 29. Check it out here!

@Tanyette Colon is launching a "Future Of " Fireside chat series on March 30, discussing The Future of Business: Unleashing the Ecosystem Blueprint to Redefine Growth.

@Justin Zimmerman is hosting: _Playbook: Generating & MOVING Pipeline with Partners_ on March 30_._ Cory Synder from Sendoso will share how he uses tools like Crossbeam, Reveal, Slack, as well as KPIs he's built to push pipeline & keep aligned with leadership. Join here!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Aidan Weinrib is asking if there's a benchmark channel efficiency metric for team size? How are you advocating for headcount? Share your thoughts.

@alejandro sanchez shared a report analyzing the Shopify Plus App Ecosystem. Check it out!

@Bradley Davis is asking if you're at Shoptalk this week. Get connected if you are!

Fresh Content books

link Data & Reporting Practices for Partner Programs with Aidan Weinrib and Gloria Castillo

link 0 to $10M Partner Pipeline Playbook with Marco De Paulis by Justin Zimmerman

link Strategies for Partnering With Cloud Providers with Andrew Porter

Job Board briefcase

link @Cristina Flaschen is hiring for a handful of roles at Pandium. Get connected.

link @Arthur Soulis is looking for 10+ roles at VoPay.

link Junior Content Writer at Jotform

link Marketing Event Manager at Outsell

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Apply to lead a roundtable at SaaS Connect!

Welcome to all of our newest CSA members tada wave Ken Cheney, Paul Healy, Rachel Gillis, Jamie Taylor, Alan Shekhtman, Craig Buchner, Shelley Green, Kamil, Sri Sabesan, Edouard, Fabio Marastoni, Laura Hilty, Chris Sheehan, Hector Del Castillo at Byond, Kevin Linehan, Roger H, Erick Flores, Ira Simon, and Jordi Calli. Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Caesar Keluro
hi
Tamara
mega @channel HAPPENING THIS WEEK point_right Growing Partnerships Through Integrations Thursday, March 30, 10AM PT!

In the “Decade of Ecosystems,” the winning solutions will be co-innovated by organizations that create the biggest “easy button” for their customers. white_check_mark_What can partnering professionals do to accelerate the speed at which new solutions are formed?_

One of the greatest headwinds facing the creation of new disruptive technologies is the inability to integrate complementary software.

Join Brian Hattaway from IOLITE Solutions and Mark Brigman from PARTNERNOMICS as they discuss the guiding principles for software interoperability with your CRM. They will also talk about guiding principles for partnering professionals to use when setting up the technology for their partner programs. boom

They will discuss topics like: • Why your CRM is the center of the partnering technical stack • The two major elements that must be present in your CRM and in your partnering software. • What is required for data compatibility in software integration. • Reporting is the barometer of success. • Build for the future: the “ilities” matter. Scalability, Useability, Reliability, Extensibility, Compatibility, Flexibility Register now! point_right https://us02web.zoom.us/webinar/register/WN_-tnMrXNMSOiAYoKhJ_oXSw
Tamara
alarm_clock As we count down the days to SaaS Connect 2023, here are the 6 things we’re most excited about! tada

1. Incredible Partnerships Content. studio_microphone We’ve got speakers coming from AWS, Google, Netlify, Shopify, G2, HubSpot, Fiverr, and so much more. Expect a TON of learning from amazing partnerships leaders! 2. Roundtables. speaking_head_in_silhouette We’re going to dive deep and have all the partnership convos with people who get it. (It’s not too late to apply to lead one!) 3. Networking. handshake Arguably the best part of the conference, we’re going to meet so many people - from current partners to brand new ones, to vendors, and speakers. It will be meetings and friendships-galore! star-struck 4. Negotiate, deal, win. Close game changing distribution, integrations, and acquisitions! 5. Mentorship. spiral_calendar_pad Book meetings with experts who are ready to answer your biggest partnerships questions. Get those challenges tackled! 6. Parties! confetti_ball Drinks, chats, and tons of fun! All this plus MORE, happening _April 19-20, 2023*_ in San Francisco.

*Invest in your partnerships journey, join us at SaaS Connect!
You won’t regret it wink

Prices go up on Tuesday, April 11th. Grab those tickets now point_right http://saasconnect.org/
Justin Zimmerman
A few years ago, one of my 1st partnership mentors Cory Snyder (who I met through CSA) took me under his wing (getting me through some tough times).

So it's my great pleasure to share...

calendar This Thursday, Cory and I are teaming up (to give back to the community).

He's walking us through the systems, steps, and processes he built (over a decade in partnerships), so you can keep up, scale up, and hit your numbers!

During this meetup...

We're covering his "no non-sense" PLAYBOOK TO PRODUCE MORE (in less time):

white_check_mark How to really use Crossbeam and Reveal white_check_mark How to set up Gong to find / attribute missing deals white_check_mark How to use PartnerStack in new creative ways white_check_mark How to create a real "engagement flywheel" across partnership white_check_mark And things to know about Slack that tie everything together

This is a tactical guide into the real "automations" and "machines" he's built over at Sendoso, Maropost, ActiveCampaign, and Infusionsoft!

https://calendly.com/partnerplaybooks/meetup1?month=2023-03&date=2023-03-30
Shawnie Hamer
Hey Friends! If you're looking for some insight or have specific questions on how to improve your partner onboarding pipelines, please be sure to join the next Kiflo Roundtable tomorrow, March 30th at 6 pm CET.

We will be joined this month by Juhi Saha, CEO of Partner1.io, and @Jennifer Snyder, Sr. Director of Partnerships at Customer.io.

Hope to see you there!

https://app.livestorm.co/kiflo/kiflo-roundtable-partner-onboarding
Tamara
mega @channel HAPPENING TOMORROW, 10AM PT point_right Growing Partnerships Through Integrations

In the “Decade of Ecosystems,” the winning solutions will be co-innovated by organizations that create the biggest “easy button” for their customers. _What can partnering professionals do to accelerate the speed at which new solutions are formed?_

Join Brian Hattaway from IOLITE Solutions and Mark Brigman from PARTNERNOMICS as they discuss the guiding principles for software interoperability with your CRM. They will also talk about guiding principles for partnering professionals to use when setting up the technology for their partner programs. boom

They will discuss topics like: • Why your CRM is the center of the partnering technical stack • The two major elements that must be present in your CRM and in your partnering software. • What is required for data compatibility in software integration. • Reporting is the barometer of success. • Build for the future: the “ilities” matter. Scalability, Useability, Reliability, Extensibility, Compatibility, Flexibility Register now! point_right https://us02web.zoom.us/webinar/register/WN_-tnMrXNMSOiAYoKhJ_oXSw
Tamara
mega @channel TODAY, 10AM PT point_right Growing Partnerships Through Integrations

Join Brian Hattaway from IOLITE Solutions and Mark Brigman from PARTNERNOMICS as they discuss the guiding principles for software interoperability with your CRM. They will also talk about guiding principles for partnering professionals to use when setting up the technology for their partner programs. boom

They will also discuss topics like: • Why your CRM is the center of the partnering technical stack • The two major elements that must be present in your CRM and in your partnering software. • What is required for data compatibility in software integration. • Reporting is the barometer of success. • Build for the future: the “ilities” matter. Scalability, Useability, Reliability, Extensibility, Compatibility, Flexibility Register now! point_right https://us02web.zoom.us/webinar/register/WN_-tnMrXNMSOiAYoKhJ_oXSw
patricia rush
@Tamara is there a recording for this? I missed the live event…
Tamara
Hey Patricia! Once the recording is up, I'll post it here and in our newsletter. It's coming!
Luis Chaves
Hi @Tamara, how can I get access to the newsletter, so I can look for the recording? Thanks
Tamara
@channel Starting now! point_right Growing Partnerships Through Integrationsfire

Join Brian Hattaway from IOLITE Solutions and Mark Brigman from PARTNERNOMICS as they discuss the guiding principles for software interoperability with your CRM. They will also talk about guiding principles for partnering professionals to use when setting up the technology for their partner programs. boom

point_right It's not too late to join the convo here!
Trevor Nelson
Hi @Tamara, is this being recorded? I just had a conflicting call come up.
Tamara
We'll be recording and sharing the replay after! simple_smile
Trevor Nelson
Thanks!
Tamara
Sometimes you just need to chat with a fellow partnerships leader raised_hands And we're making the intros!

fire Book Time With A Mentor At SaaS Connect fire We have recruited _5 top experts in the SaaS partnership industry_ who are excited to spend time coaching you! Meet your amazing mentors.

There are only 4 sessions per mentor & we're launching the booking links NEXT WEEK!

Want first access? Register now to book your meetings! point_right http://saasconnect.org/
Tamara
megamega Are you a partnerships professional looking to stay on the cutting edge of your field, but facing financial constraints due to job loss or company budget cuts? CSA wants to help.

We're pleased to offer a limited number of scholarships for our upcoming conference, SaaS Connect, exclusively for partnership professionals who have been laid off or need to purchase tickets out of their own pocket. Our event is a great opportunity to network with like-minded professionals, learn new skills, and discover exciting career opportunities.

To apply for our scholarship, simply fill out our short application and tell us a bit about yourself, your experience in partnerships, and why you’d like to attend SaaS Connect. We'll be selecting a limited number of applicants to receive a significant discount on their ticket, so _don't hesitate to apply.*_

At SaaS Connect, you'll have the chance to connect with industry leaders, participate in engaging sessions, and gain valuable knowledge to take your partnerships career to the next level. We believe that everyone in our community deserves access to opportunities for growth and advancement, and we're committed to helping you achieve your professional goals. raised_hands

point_right
You can apply here.*

Please reach out to @Tamara if you have any questions!
Kelly Sarabyn (HubSpot)
Hey team - we'll be chatting with some of HubSpot's most successful tech partners to find out how they have achieved stats like: 71% close rate on marketplace leads, 200% increase in deal size, and a 3x win rate. Partner leaders from Aircall, QuotaPath, RollWorks, and HubSpot will be sharing their best practices for investing in a large ecosystem to drive more revenue. Hosted by Jared Fuller, Chief Ecosystem Officer at Reveal. Register here for the April 25th live event and to get the recording: https://offers.hubspot.com/how-to-be-successful-in-a-large-ecosystem
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets SaaS Connect 2023 | April 19-20, 2023 | San Francisco Join over 500+ SaaS partnership professionals for networking, amazing content, and more! tada Check out our speakers now! Only 16 days to go! fire point_right Grab your Advanced Purchase tickets now before prices go up!

@Kelly Sarabyn (HubSpot) is hosting a webinar on How to be Successful in a Large Ecosystem on April 25. Check it out!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

Want to come to SaaS Connect but facing financial constraints due to job loss or budget cuts? We've opened up a scholarship. Here are the details.

@François Grenier shared that Laika rebranded to Thoropass! Get the info!

@Agnese Kalniņa started a discussion on when you shouldn't invest in partnerships at all. Join the convo.

Job Board briefcase

link Channel Marketing Manager, Strategic Alliances (Global) at SOTI

link Strategic Partnership Manager at SOTI

link Partner Development Manager at TextUs

link Head of Partnerships at Loop

link Senior Partner Manager at Hygraph

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Buy your advanced purchase bird ticket for SaaS Connect 2023 ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Apply to lead a roundtable at SaaS Connect!

Welcome to all of our newest CSA members tada wave Dave Grunberg, Vaibhav Saxena, Keehan Teixeira, Rafał Borecki, Sydni Craig-Hart, Siddharth Garg, Patrick Gagnon, Kavya, Katie Bird, Roch, Colin Fitzgerald, Minal Meshram, Kevin Diaz, Maggie Stephens, IHOR, Nilendu Pal, Asel Smail, Islam Elhendawy, Shubham Sharma, Natalie, and more! Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Gabriel Naologic.com
Any discount codes for the community?
Margot Mazur
Hey friends! I put together a free template for partnership managers and partner marketers to get you started on new partner evaluation. This template has a range of questions you should be able to answer in writing about your partner and the opportunity. Going through this exercise in writing is super important and will help you get a sense of the partner, the priority, and the opportunity as a whole.

Feel free to copy the template and use it in your day to day!

https://coda.io/@margot-mazur/partner-evaluation-template
Tamara
What a great resource, thanks for sharing Margot!
Anika Szeliga
Thank you Margot!
Lindsey Ward {CSA Managing Director}
@channel! Last chance to grab the LAST trade show table at SaaS Connect 2023! fire

white_check_mark Join Google, AWS, G2, Salesforce + more and connect 1:1 with the entire conference. Send me a message for more details, or email smile

https://www.cloudsoftwareassociation.com/saas-connect/
Tamara
megamega Friendly reminder heart Are you a partnerships professional looking to stay on the cutting edge of your field, but facing financial constraints due to job loss or company budget cuts? CSA wants to help.

We're pleased to offer a limited number of scholarships for our upcoming conference, SaaS Connect, exclusively for partnership professionals who have been laid off or need to purchase tickets out of their own pocket. Our event is a great opportunity to network with like-minded professionals, learn new skills, and discover exciting career opportunities.

To apply for our scholarship, simply fill out our short application and tell us a bit about yourself, your experience in partnerships, and why you’d like to attend SaaS Connect. We'll be selecting a limited number of applicants to receive a significant discount on their ticket, so _don't hesitate to apply.*_

At SaaS Connect, you'll have the chance to connect with industry leaders, participate in engaging sessions, and gain valuable knowledge to take your partnerships career to the next level. We believe that everyone in our community deserves access to opportunities for growth and advancement, and we're committed to helping you achieve your professional goals. raised_hands

point_right
You can apply here.*

Please reach out to @Tamara if you have any questions!
Adam Faber (PartnerStack)
What are y'all using for Paid Search Monitoring? I should specify - to monitor an advertising partner's activity is in line with T&C. Thanks in advance!
Sunir Shah
SEMRush, Neal Patel’s stack, spyfu
Polly
This polly is closed. @Tamara has a polly for you! Votes in this polly are anonymous lock.
Stacy L. Carlson
It’s interesting to see the numbers so far on this poll!
Indu Manglotra
speakerYou don’t want to miss it

Join us for a fireside chat firewith industry leaders from Cisco and Presidio, for what promises to be an engaging conversation in partner ecosystems today - how can partners join forces to drive joint customer lifecycle from positioning, selling, using, engaging, adopting and renewing cloud software subscriptions.

Get insights into the transformative CX journey of Cisco and Presidio and the role WorkSpan played in helping them build and automate their partner programs to support the end-to-end customer lifecycle.

spiral_calendar_padWednesday, April 26th 9:00 am - 10:00 am PT | 12:00 pm - 1:00 pm ET | 18:00h - 19:00h CET

muscleOur seasoned thought leaders- Dave Scolini and Matthew Rehm will discuss: sunglasses

• The evolution of Cisco and Presidio and how CX plays a role in the customer lifecycle. • Implementation of WorkSpan in Cisco x Presidio Partner Plan, Deals and CX Activities. • New transformative offers, telemetry, and API integration. • Role of WorkSpan in the journey and get advice for your own partnership journey. We look forward to seeing you on April 26th!hugging_face

Register Now! .
Ali Spiric
rotating_light What better way to start off your Monday than a brand new top 40 partner programs list from the Allbound team? There are a few names you may recognize! • @Dan O’Leary@Nikunj Sanghvi@Aleksi Mattlar (Vena) point_right check out the full list here
Tamara
Only 8 days till SaaS Connect 2023! zapzap

And we're so excited to meet again in person! tada We've got an AMAZING group of partnerships professionals joining this year on April 19-20 in San Francisco. If you're still not sure about that ticket...here's what you can expect:

Incredible speakers from top SaaS companies sharing their partnerships story: insights, learnings, challenges, tips included! • Networking, networking, networking! We just launched the networking app yesterday..don't miss the action! Meet your new partners winkMentors! Book 1:1 with top partnerships pros ready to connect with you • Roundtables. Get involved in all the convos, share your own expertise with other! • Parties! We've got a pre-conference party plus a kick-off event on Day 1! confetti_ball Plus so much more. Imagine the people you'll meet, the take-aways you'll have for your own partner program, and the deals you'll make! It'll be a ton of fun!

So, we'll cya there? Grab your ticket! Remember that day passes are also available! point_right https://www.cloudsoftwareassociation.com/saas-connect/

p.s. if budget is holding you back, please PM me!
Jamie
Anyone have experience (company with a good example of this) with referral links (codes) for your partner program referral tracking? What does that referral code link to landing page wise - is it informational plus more like a buy now? our current flow takes the purchaser into a trial flow to purchase which to me seems we need to send directly to buy now vs a trial flow. I am used to using a PRM (Allbound) which is for more of a strategic partner program and pushes to Salesforce, but now I am trying to work more of a 1: to many program that I don't want to manage in Salesforce and feel referral links would be easier. Interested in hearing more about a successful referral link program and what that looks like. Thank you!!
Cory Snyder
I heavily use referral links but leverage PartnerStack to do this. You could also look at 1st Promoter.

I have referral links everywhere pushing to a bunch of different pages like sign up, demo, integration information, partner directory listings we are on and so on. Happy to help if I can.
Tamara
eyes VOLUNTEERS NEEDED AT SAAS CONNECT | April 19-20, 2023

We're seeking volunteers to help make this year's conference a smashing success! As a volunteer, you'll have the opportunity to participate in the conference, while lending a helping hand to the CSA team.

Your role as a volunteer may include either assisting with registration, managing session rooms, providing information and guidance to attendees, and supporting the event organizers. We'll slot you in for a morning or afternoon block.

In return, you'll receive free access to the conference, a chance to network with industry experts, and a unique behind-the-scenes experience. If you're interested, please PM me or email me at simple_smile
Tamara
confetti_ball YOU'RE INVITED! SaaS Connect 2023 and Finix Happy Hour confetti_ball

Tuesday, April 18th, 5:30pm - 8:00pm, Finix Headquarters

Come kick off the SaaS Connect 2023 Conference in San Francisco with CSA President and AppBind Founder, Sunir Shah, and Finix’s VP of Revenue and Strategic Partnerships, Ashley Isenberg!

Register here point_right https://finix.com/resources/events/saas-connect-2023-and-finix-happy-hour

P.S. Can't make the conference, but want to join the happy hour? You're more than welcome to join us!
Ali Spiric
@Tori Barlow
Tamara
alarm_clock Only 5 days to go & we cannot wait to welcome you in San Francisco at SaaS Connect 2023! fire

point_right It's not too late to grab your ticket. You'll get the chance to meet amazing partner leaders, speakers, and mentors like @Gloria Castillo and more!

Got questions? Just reach out!
Megha Chawla
Hi All, I am doing market research to prioritize my product features and would love your help with a simple Yes/No kind of poll. I hope you don't mind me posting here.
Sunir Shah
go for it
Polly
SaaS - Usage Based Pricing Poll From: @Megha Chawla Completed: 2 people | Awaiting: 5028 people Non-Anonymous | Results on Completion | - View Results button This polly is closed, with interactive elements
Sunir Shah
@Megha Chawla What problem are you trying to solve? We should talk because usage-based billing is indeed a wicked problem in partnership land.
Joe Rhoton (Cision)
I'm actively working on a beast of a consumption based monitization model and would LOVE any help on this!
Joe Rhoton (Cision)
I need smart people to help wrap my head around it. It's so complicated
Megha Chawla
Hi Joe, for some reason I didn’t get a notification for this. Let me ping you
Megha Chawla
@Sunir Shah That’s exactly the problem I am solving
Sunir Shah
want to zoom?
Megha Chawla
I would love to but I am at the airport right now. Are you available tomorrow?
Sunir Shah
probably not since I have to prep for saas connect next week. are you coming?
Megha Chawla
Yes I am on the 20th
Sunir Shah
ok, nice. pull me aside. It’s ridiculous how hard our industry has made it to sell
Megha Chawla
Yes I totally agree. I worked at Microsoft Azure before this and also interviewed 50+ companies and I absolutely see the challenges. I will find you to talk more.
Erika Topete (Finix Payments)
confetti_ball YOU'RE INVITED! SaaS Connect 2023 and Finix Happy Hour & Fireside Chat confetti_ball

Tuesday, April 18th, 5:30pm - 8:00pm, Finix Headquarters 631 Howard St San Francisco

Come kick off the SaaS Connect 2023 Conference in San Francisco with CSA President and AppBind Founder, Sunir Shah, and Finix’s VP of Revenue and Strategic Partnerships, Ashley Isenberg!

Register here point_right https://finix.com/resources/events/saas-connect-2023-and-finix-happy-hour

P.S. Can't make the conference, but want to join the happy hour? You're more than welcome to join us!
Tamara
We're so excited for this! Join us!
Arnaud Renoux
Hey Guys, I need your heeeeellp pray

We are hiring our Head of copywriting:

I'm Arnaud, I run the Scalelab, an outbound agency based in Hong Kong, Singapore, Bangkok and Manilla. We offer an array of outbound services helping medium and high ticket sales companies get qualified leads and close deals consistently.

We're currently growing and are looking to collaborate with some of the most talented cold email copywriters out there.

You will be the mastermind behind creating high performing cold email copy for the various companies seeking our support in terms of growth.

If this sounds like you, or like someone you know. Hit me up :+1:

----

Some requirements:

• A rockstar copywriter • Responsible for writing excellent cold email/linkedin sequences • Outstanding command of English, considered as a true wordsmith • Has a strong track record of conveying engaging written messages • Able to summarise complex business ideas into short and impactful text Has experience in: • Cold emailing (lemlist, lavender, outreach.io etc...) • Pitch deck presentations • Worked in a startup environment • Previous business development, sales, or marketing experience • Blog posting experience is a plus https://media.giphy.com/media/VtDRXohjexcyCDlL6Z/giphy.gif
Tamara
fire Today is DAY 1 of #SaaSConnect! It's not too late to join us! fire

As a reminder, there are also day passes available. Don't miss out! It'll be a fantastic opportunity to connect with fellow #partnership leaders all in one room!

*If you're coming - we'll see you very soon!*

SaaS Connect | April 19-20 | San Francisco

Grab your ticket here: http://ow.ly/RliJ50NL5hX
Lindsey Ward {CSA Managing Director}
SaaS Connect 2023 has officially kicked off! @Sunir Shah crushing the first keynote! Make sure to say hi if you’re in attendance! fire star2
Ali Syed
What’s the WiFi password?
Sunir Shah
saasconnect2023 @Ali Syed
Ali Syed
Thanks! Looking forward to meeting you
Galina Shmeleva
It’s great that the CSA membership is now free, as @Lindsey Ward {CSA Managing Director} just announced today on stage at #SaaSConnect2023! Amazing news! rocket partying_face
Lindsey Ward {CSA Managing Director}
So happy to have you at SaaS Connect @Galina Shmeleva! Thank you for all of the incredible help over the last couple days
Theresa Caragol
congratulations on a great event!!
Tamara
Thanks so much, Theresa!
Megha Chawla
SaaS Connect was a wonderful event. Really liked the smaller setup and meaningful 1:1 conversations. Thanks, Sunir, Tamara, and the whole team that organized this event.
Tamara
We were so happy to have you there Megha! Hope we see you at future events soon! simple_smile
Nikunj Sanghvi
Had a fantastic time at SAAS Connect and several productive conversations, out of which we will hopefully be able to get a handful of win-win partnerships! Thanks to the entire CSA team! BTW, will you be sharing the pictures / videos from the event?
Tamara
That’s so awesome to hear, Nik! We loved hearing your presentation. Our team is working on preparing the pictures and video output, which we’ll share as it gets released in the next month or so! :) I’ll keep you in the loop.
Nikunj Sanghvi
Thanks Tam, looking forward to it! It was great meeting you!
Tamara
boomCheers to partnering in the SaaS Security industry! boom

Delivering secure, fast, and reliable experiences to end users at a global scale is no easy feat. Luckily, cloud security providers like you are stepping-up and offering innovative solutions through partnerships and co-selling.

So, let's raise a glass for this success and celebrate together! clinking_glasses Join WorkSpan for drinks and small bites at a happy hour for partnership, alliance, and cloud professionals at RSA Conference.

admission_tickets Connect Beyond the Firewall at RSAC spiral_calendar_pad Tuesday, April 25, 2023 6:00pm - 8:00pm PT | 661 Howard @ Moscone

Register here! point_right https://www.workspan.com/events-and-webinar/rsac-23-happy-hour
Justin Zimmerman
For anyone who missed my session this week in San Fran (Break 1,000 Registrants with Webinar Partners)... DM my your email and I'll share you on the slide deck.
Justin Zimmerman
Gagan (sounds-like / rhymes-with Doug-un)
Hi all .. as I start to build out partner marketing at Skydio, I was wondering if anyone might have good examples of a "partner one-pager template"
Sunir Shah
Hi Gagan, yes. http://sunir.org/enablement is a Google Doc
Sunir Shah
I just got back a graphic designed version of this you can fill out as well
Sunir Shah
I can send you the Adobe Illustrator file if you want this.
Gagan (sounds-like / rhymes-with Doug-un)
Thank you Sunir
patricia rush
@Gagan (sounds-like / rhymes-with Doug-un) when you say “partner one-pager template”, are you looking for a Partner Program overview to give to your partners or something else for partners to use to position your solutions as a co-branded item?
Tamara
mega @channel NEXT WEEK: Leveraging Major Player Ecosystems on Their Own Terms boom Thursday, May 4, 10AM PT

Imagine this—you’ve not only signed a partnership with your dream partner, but you’re also working with them hands-on to drive new customers and revenue for each of your businesses. Your brand awareness and influence are growing from your joint efforts. New partnerships and strategic opportunities are opening.

Xiaofei Zhang, Senior Director of Strategic Partnerships at ActiveCampaign, will discuss how any company can pull this off by leveraging major player ecosystems on their own terms.

She will dive into how ActiveCampaign went from not having a partnership or integration with Salesforce to becoming the #1 Marketing Automation app in their AppExchange. She will detail the repeatable steps they took to win the attention of Salesforce and how you can win in the major ecosystems.

Xiaofei will cover how to: • Get attention from major ecosystems • Find the right stakeholders • Build alignment • Perform & grow together Register now! point_right https://us02web.zoom.us/webinar/register/WN_5IYDLr1AQ3m1RiYeBtiKTg
Andrew Edelman
Go @Xiaofei Zhang! clap
Reid Robinson
Registered! Excited for this one. simple_smile
George Kyriakis
Will we be able to see all the SAAS Connect presentations on youtube at some point? There's a couple I'd love to watch.
Tamara
Hey @George Kyriakis! Firstly, we loved hearing from you at SaaS Connect raised_hands Our team is working on editing the videos and we'll be releasing them all this summer. Keep your eyes peeled - tons of amazing sessions coming soon!
George Kyriakis
Sounds good @Tamara and thanks.
Jay McBain
The decade of the ecosystem is impacting every industry right now. One of the more profound impacts is in the $3 trillion automobile industry where norms that have been in place for 134 years are breaking down. Partnering with dealers, building tech alliances with electric platforms, aligning with tech companies around the user interface, and a 10-20 year future that may put many manufacturers out of business and perhaps shift the economic value (profit) of Transportation as a Service over to big tech. There are adjacent (and just as significant) ramifications for the insurance, banking, energy, and other industries around the future of moving people and things from point A to point B. I don’t pretend to be an expert in this industry - Canalys has deep research and talent in this (check out the great work electric, connected and autonomous by Chris Jones for example). Check out the video here: https://youtu.be/dlqAriWls7s
Debra Schwartz
Jay, The info on your video was fascinating!
Aaron Howerton
Spent a few year working around tech in this space and the number one challenge I had with enabling dealerships was entrenched mindsets about the 'old ways' and the 1-2 top reps that could deliver 20 cars a month never had to attend a single session. Dealership owners are still fighting to stay relevant, in the middle of the deal. This is why people don't want to actually go to a dealership - the entire experience is is one of hidden fees, smarmy sales reps watching the lot entry, and pressure to buy now. Tesla being banned from even opening shop some many states because of their no-dealer model was just the opening salvo. Great example of evolving partnerships - what will the manufacturers do to keep up with the changes you highlight? How will that impact the dealers, their long term partners and the thousands of people that depend on that model for the livelihood?
Jay McBain
Great summary Aaron - you are absolutely right, customers are ready for more of a Carvana model where they drop the car on your driveway and hand you the keys.
Vijay
Hi Guys, I need your help! Please suggest avenues to identify & connect with potential channel partners for a HRTECH SaaS platform across geographies.
Sunir Shah
@channel Hey everyone, I just want to give a huge shout out to @Lindsey Ward {CSA Managing Director} and @Tamara and @Novis Steward (CSA, Events Director) for running another incredible SaaS Connect and everything they do for us.

They are just the best team I could ever hope for. And as members, they work for all of us, so please thank them and also reach out to get to know them.

We all took a much deserved break, but they’re back working today, so it’s an excellent day to fill their inbox with DMs. simple_smile
Matt Vosburgh
@Novis Steward (CSA, Events Director) rocks!!! Unfortunately, I wasn't able to attend SaaS Connect this time (and clearly Lindsey and Tamara are superstars!) - but, we love working with Novis here at Keap for our events!! It's so cool to see this shoutout for our good friend .. congrats to everyone on the successful event!
Galina Shmeleva
Amazing team! clap clap clap
Ali Spiric
Thank you for all your hard work @Lindsey Ward {CSA Managing Director}, @Tamara, and @Novis Steward (CSA, Events Director) ! clap
Lindsey Ward {CSA Managing Director}
Thank you so much @Sunir Shah pray It was so amazing to see it all come together again this year, and to work with our incredible team. Truly couldn't do it without you @Tamara @Novis Steward (CSA, Events Director). I'd love for anyone to reach out, and let us know what you're loving, missing, and want to see more of from CSA smile
Yunita Hollinger
Awesome job all! I had a big time FOMO couldn’t make it this year. But saw all the pics and posts on LinkedIn and saw how a big success it was. Bravo clap clap clap
Tamara
mega @channel NEXT WEEK: Leveraging Major Ecosystems on Their Own Terms boom Thursday, May 4, 10AM PT

Imagine this—you’ve not only signed a partnership with your dream partner, but you’re also working with them hands-on to drive new customers and revenue for each of your businesses. Your brand awareness and influence are growing from your joint efforts. New partnerships and strategic opportunities are opening.

@Xiaofei Zhang, Senior Director of Strategic Partnerships at ActiveCampaign, will discuss how any company can pull this off by leveraging major ecosystem players on their own terms.

She will dive into how ActiveCampaign went from not having a partnership or integration with Salesforce to becoming the #1 Marketing Automation app in their AppExchange. She will detail the repeatable steps they took to win the attention of Salesforce and how you can win in the major ecosystems.

Xiaofei will cover how to: • Get attention from major ecosystems • Find the right stakeholders • Build alignment • Perform & grow together Register now! point_right https://us02web.zoom.us/webinar/register/WN_5IYDLr1AQ3m1RiYeBtiKTg
Bob Moore
Looks awesome! Thanks for doing this @Xiaofei Zhang!
Gagan (sounds-like / rhymes-with Doug-un)
Awesome to see this. Is there a recording?
Gagan (sounds-like / rhymes-with Doug-un)
And hello @Xiaofei Zhang simple_smile
Tamara
Hey @Gagan (sounds-like / rhymes-with Doug-un), the content is being turned into a podcast and YouTube video! I'll share it here shortly simple_smile
Tamara
Hey @Gagan (sounds-like / rhymes-with Doug-un) + everyone else interested! The replay from this Masterclass is available here! youtube.com/watch?v=za2PUrM2XFM
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets Leveraging Major Ecosystems on Their Own Terms | Thursday, May 4, 2023, 10AM PT Xiaofei Zhang, Senior Director of Strategic Partnerships at ActiveCampaign, will discuss how any company can leverage major ecosystem players on their own terms. point_right Register here!

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Marissa Stone is asking if you have suggestions for tracking what apps your customers are using with Zapier. Join the convo!

@Jay McBain shared a video about partnering stories within the auto industry. Check it out!

@Ella Richmond is asking about your partner success stories! Share yours here.

@Ella Richmond also asks what would you do if a partner wasn't engaging? Share your thoughts here.

@Gagan (sounds-like / rhymes-with Doug-un) is asking you have a partner one-pager template. Share it here!

@James Hall is looking to connect with MSPs that have managed cloud services and an interest in sustainability. Get connected!

Job Board briefcase

link Partnerships Manager at Copper

link Channel Marketing Manager, Strategic Alliances (Global) at SOTI

link Strategic Partnership Manager at SOTI

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Bita, Caam Finch, Scott Rogers, Damodar, Nick Cosgrove, Kate Wilson, Saumit M Simon, John Thomas, Michelle Artreche, and James Greenpixie and more! Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
THIS WEEK: Leveraging Major Ecosystems on Their Own Terms boom Thursday, May 4, 10AM PT

Imagine this—you’ve not only signed a partnership with your dream partner, but you’re also working with them hands-on to drive new customers and revenue for each of your businesses. Your brand awareness and influence are growing from your joint efforts. New partnerships and strategic opportunities are opening.

Xiaofei Zhang, Senior Director of Strategic Partnerships at ActiveCampaign, will discuss how any company can pull this off by leveraging major ecosystem players on their own terms.

She will dive into how ActiveCampaign went from not having a partnership or integration with Salesforce to becoming the #1 Marketing Automation app in their AppExchange. She will detail the repeatable steps they took to win the attention of Salesforce and how you can win in the major ecosystems.

Xiaofei will cover how to: • Get attention from major ecosystems • Find the right stakeholders • Build alignment • Perform & grow together Register now! point_right https://us02web.zoom.us/webinar/register/WN_5IYDLr1AQ3m1RiYeBtiKTg
Will Taylor
I’ve seen a lot of talk about partner portals. Some love em, some hate em.

What is still a burning question/concern you have about the partner experience with partner portals? What point in the process do you feel your program is stuck in?

Would love to gather some of your experiences and riff on some ideas together…
Sunir Shah
Are you building a portal right now?
Will Taylor
lol no I am not - great question though @Sunir Shah
Tom Williams
I feel like “Partner Portal” is a term in need of an update. Like salesforce automation becoming CRM or Accounting becoming ERP. For example, in my last role, we provided the following system access to Partners outside the firewall:

1. Portal: for community, forums, chat and content management 2. Support Portal: for support ticket reporting, contribution and escalation 3. Developer Portal: code snippets, how-to, expert DEV support, API access/credential requests, API documentation 4. Brand central: co-branding content and swag store 5. Product Enablement platform: courses, exams and product certifications 6. Sales Certification: courses, exams and sales certifications for channel partners who were affiliate, resell, distributors or Embedded partners. 7. Account Mapping and CRM to CRM integration Not only are these applications each their own space but the use cases are unique to both internal and external users.

So @Will Taylor to answer your question , I would say it depends on lots of factors. What IT infrastructure do I have, what’s is the partner portfolio and personas therein, and what is the lifecycle stage of the partner program. And then add what are the corporate objectives that the partner strategy solves. Spoiler alert: partner-sourced revenue.
Sunir Shah
@Tom Williams True. For an SMB SaaS product, from the partner’s point of view, often they just want a portal to manage all their clients accounts in one place and keep track of what’s happening. Something like this
Tamara
mega @channel TODAY, 10AM PT point_right Leveraging Major Player Ecosystems on Their Own Terms boom

Join ActiveCampaign's Senior Director of Strategic Partnerships, Xiaofei (Sophie) Zhang as she presents a MasterClass today!

Xiaofei will cover how to...

mag Find the right stakeholders hammer Build alignment seedling Perform & grow together ...and more!

Learn how to get attention from major ecosystems to create the partnerships of your dreams! star-struck

Register now! point_right https://us02web.zoom.us/webinar/register/WN_5IYDLr1AQ3m1RiYeBtiKTg
Paulo Santos
Hey! I wasn’t able to stick until the end of the session. Where can I grab the recording of this? simple_smile
Tamara
Hey @Paulo Santos! We're working on getting the replay and podcast up on social media! I'll share it here soon simple_smile
Paulo Santos
Much appreciated, @Tamara!
Tamara
Hey @Paulo Santos + everyone else interested! The replay from this Masterclass is available here! youtube.com/watch?v=za2PUrM2XFM
Tamara
@channel Starting now! point_right Leveraging Major Player Ecosystems on Their Own Terms boom

Xiaofei Zhang, Senior Director of Strategic Partnerships at ActiveCampaign, will discuss how to get attention from major ecosystems to create the partnerships of your dreams!

point_right It's not too late to join the convo here!
Marissa Stone
Hey Tamara! I joined late so missed the beginning half, any chance there is a recording? No worries if not, thanks!
Tamara
Hey @Marissa Stone! We're working on getting the replay and podcast up on social media! I'll share it here soon simple_smile
Marissa Stone
Oh amazing, thank you!!
Tamara
Hey @Marissa Stone + everyone else interested! The replay from this Masterclass is available here! youtube.com/watch?v=za2PUrM2XFM
Sunir Shah
I’ve had two conversations today about the relationship between Partnerships and Product.

Controversially… Is it really FAIR for Partnerships to expect Product to deliver anything for partners when Product’s #1 and only priority are customers?

And conversely, how many of us have burnt political capital with Product building something a partner wanted only for it to deliver zero results?

And turning it around, how many of your Product teams act like artists, never really measuring the impact of what they build? Why is it FAIR that Partner teams need to build business cases when product isn’t?

(And how do CEOs deal with his or her squabbling children.)
Mike Allton
I’m still trying to maneuver a first partner-product integration, so I haven’t had any of these conversations yet lol.
Kim Wren
Great questions. I would love to live in a world where we all consider the impact to our customers first. I've had other partner team members sell a build that I veto'ed (and then zero results). I've had builds run so long (years) that we lost the opportunity for a good GTM. I've also had builds that our clients request, our partner demands, and yet our product team pushes off, over and over.

With that said, my first role in our company was Director of CS, then over to Partnerships, so I always consider the use case and impact to the customer before I even consider a business case.

Honestly my experience with Partnerships/Product has been very rocky. Is that normal? Are there companies where everyone actually remembers that we are all here for the client/customer? Where Partnerships and Product co-exist in peace?
Tom Elliott
We’re outsiders building integrations on behalf of our clients, which are SaaS leaders like you guys, so our perspective is a little different… in our recent experience, the key lever for success is an experienced Product Manager for Integrations who can be the connective tissue between product and partner leaders, who can speak both languages, and (most importantly) can help engineers understand why this stuff is important.
Tom Williams
I have found success by aligning with my peers in the product group so that Partners are part of Product strategy both in terms of how products are distributed (through channels) and identifying critical areas of functionality outside our core competency. Why would we build an iPaaS solution (like LeftHook) for example, when that problem has already been solved.

The second part of that is being on the launch committee to ensure Partners (ISVs and Channels) have first access to new releases. This has the benefit of providing lift and advanced coordination to the launch while also providing the partner with a first class partner experience. It also avoids all those awkward support calls from the partner when a new release breaks and API integration.

Interactions between Product and Partners tend to build relationships and ultimately trust between and that helps when things break. And something always breaks.
Adam Suissa
Hey everyone, any good tips or sites for gaining knowledge on ways Generative AI can help us run better partnership operations? Or in general using Generative AI in Channel? Welcome all tips and tricks of the trade pray - Adam Suissa, Head of Partnerships at Powtoon.com.
Tamara
We had a really great session from SaaS Connect - "How I Launched A Tech Partner Program with AI: The 6 Week Launch Story" by @Paul Magnaghi! We'll be releasing the content soon simple_smile
Paul Magnaghi
hey @Adam Suissa happy to share our experience using GenAI that I shared at the event. As Tamara said the recording should be out soon.
Adam Suissa
@Paul Magnaghi Hi Paul and Tamara thanks. Please share the recording and will revert back once caught up to speed (rather than ask you a million questions simple_smile ) really nice to connect by the way! Thank you
Matthew
Would love to se the recording @Tamara
Tamara
Absolutely, keep an eye out, we'll be sharing it soon! simple_smile
Tom Williams
Follow @Aaron Howerton on Linkedin. AI is a tool (a powerful and disruptive one at that) and Aaron does a great job of contextualizing tools with business challenges and outcomes.
Aaron Howerton
Thanks, @Tom Williams, I consider that high praise. I know that @Jay McBain is also working on a piece specific around this whereas I will be mostly speculative on what CAN and perhaps SHOULD evolve out of this tech long term. Short term is mostly content generation, but once it becomes more fully integrated with internal LLMs I think we'll see some really interesting tech developed specifically around partner enablement, engagement, and integrations. PRMs and LMS concepts, in particular, will be high susceptible to displacement if they aren't already making strides toward this space.
Hanna Waldenmaier
Hey all, Any recommendations and learnings from Incentive and Commission structures for Partner Management Teams? And closely aligned with this question the actual KPIs, you would measure?

Looking forward to your thoughts and learnings:)
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets Navigating the Microsoft Partner Ecosystem | Wednesday, May 10, 2023, 12PM ET Join @Scott Pollack from Firneo for a conversation with Juhi Saha, CEO of Partner1 and former Managing Director at Microsoft as she shares the insider secrets of how to effectively navigate the Microsoft partner ecosystem. point_right Register here!

admission_tickets WTF is an EcoSystem | Wednesday, May 24, 2023, 12 PM ET At _WTF is an Ecosystem_ , you’ll get the lowdown on what a partner ecosystem is and how it can improve your companies bottom line. Allan Adler from Digital Bridge Partners will be joining Firneo to share his insights and tips, as we explore the ins and outs of building a kickass partner ecosystem. point_right Register here!

@Indu Manglotra is hosting Ecosystem Aces-Pro Panel: Getting Your Entire Company Aligned Around Partnerships on Thursday, May 25, 11AM ET. Get the details here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Sunir Shah started a conversation about the relationship between Partnerships and Product. Join the convo!

@Adam Suissa is asking for tips on ways Generative AI can help us run better partnership operations. Share your tips!

@Hanna Waldenmaier is asking if you have any recommendations for incentive and commission structures for partner management teams. Share yours here!

Job Board briefcase

link Partnerships Manager at Copper

link Channel Marketing Manager, Strategic Alliances (Global) at SOTI

link Strategic Partnership Manager at SOTI

Submit your jobs HERE!

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events!

Welcome to all of our newest CSA members tada wave Kristin Bento, Kelsey Johnson, Don Nielsen, Anna Belenok, Matthew, Leahanne Hobson, Lauren Richmond, Bill McLeod, and Robert Monge and more! Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Jay McBain
Canalys just published the largest global channel survey, capturing feedback from 554 channel partners from 75 countries, spanning resellers, MSPs, systems integrators, service providers, and distributors.

The outlook is surprisingly strong given the growing uncertainties at the macro level. Talent remains a big issue which tells us that the 389,000 tech layoffs in the past 6 months haven't fully translated into channel hiring. Cybersecurity and Managed Services remain the growth engines going into 2024. APAC, EMEA, and LATAM regions are leading the managed services growth.

Not surprising that the channel is getting much more comfortable with subscription and consumption models (both internally and representing vendors) as well as customers buying from cloud marketplaces. In fact, 93% of partners now recognize their customer's buying habits shifting to marketplaces with 52% reporting that it has become a "preferred" or "frequent" source.

Partners are investing in the following places (in order): professional services, managed services, automation and AI, increasing headcount, broadening with new specialist vendors, and co-partnering on customer deals.
Matt Vosburgh
Awesome stuff @Jay McBain! Where might we get access to this report?
Jay McBain
I can send it to you - send me a quick reminder
Tamara
mega NEXT WEEK: Trust and the Partner Experience boom Thursday, May 18, 10AM PT

Join @Kelly Sarabyn (HubSpot), Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue.

They will also cover how a well-designed partner journey can create trust and loyalty.

They will also cover topics including: · Mapping out the partner journey · Using data and technology to orchestrate positive experiences · Building trust at scale · Motivating the long tail of partners

Register now! point_right https://us02web.zoom.us/webinar/register/WN_5cxpqMDTS9WYTg1KSqNqfg
Kelly Sarabyn (HubSpot)
Looking forward to this conversation!
Anika Szeliga
Will the webinar be recorded? It may be difficult for me to join live due to the timezone difference, but the topic sounds great!
Tamara
Hey @Anika Szeliga, we will be recording and sharing the content after the webinar! simple_smile
Anika Szeliga
Hi @Tamara any chance of getting the webinar recording?
Matthew
Hi Matthew hre from teemyco - currently setting up partner/affiliate programs - any advice on where/how best to recruit - would be greatly and very much appreciated simple_smile
Tamara
@channel We want to hear from you! studio_microphone

The Cloud Software Association has been busy creating member services and events. raised_hands _We strive to support you in your career as a SaaS partnership leader.*_

We'd like to better understand your priorities and what you're looking for in our community.

*Fill in this short survey to share your input.
It will help us better serve you!

point_right https://8oggaw9yn2f.typeform.com/to/wOJVIKqu

Thank you! raised_hands
Lindsey Ward {CSA Managing Director}
@channel Make sure to check out the survey in #conferences! partying_face We want to hear from you on the events you're attending this fall. CSA will be planning meetups during all of them so make sure you don't miss out on connecting in person raised_handshttps://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/conferences.html#p1683729970278199
Sanjay Goel (NachoNacho)
Hey SaaS nerds! We’ve recently launched a community for all SaaS stakeholders - buyers, sellers, service providers, thought leaders, investors - NachoNacho Mastermind: https://nachonacho.com/mastermind. Since NachoNacho’s B2B SaaS Marketplace has direct relationships with all stakeholders, this is the connective tissue that brings everyone together. I’d love to hear your thoughts on: 1. Can this be a useful platform for SaaS vendors to engage with customers (current and prospective)? 2. What features could we build that would be useful to the CSA community, especially for partnerships?
Tamara
mega @channel NEXT THURSDAY: Trust and the Partner Experience boom Thursday, May 18, 10AM PT

Join @Kelly Sarabyn (HubSpot), Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue.

They will also cover how a well-designed partner journey can create trust and loyalty.

They will also cover topics including: · Mapping out the partner journey · Using data and technology to orchestrate positive experiences · Building trust at scale · Motivating the long tail of partners

Register now! point_right https://us02web.zoom.us/webinar/register/WN_5cxpqMDTS9WYTg1KSqNqfg
Miriam Allred
Anyone have good data or insights on B2B SaaS revenue sharing split/percentages for channel partners? (For context: I’ve seen 10-25% most commonly, but I’m curious if anyone knows industry averages, hard data, etc.)
patricia rush
It’s typically different for referral and resale, if it’s partner-led or if you bring a partner into an opportunity. Many variables but the ranges I see are 5%-30%…
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

We want to hear from you! studio_microphone️*The Cloud Software Association has been busy creating member services and events. raised_hands _We strive to support you in your career as a SaaS partnership leader._

We'd like to better understand your priorities and what you're looking for in our community.

*Fill in this short survey to share your input.
It will help us better serve you! arrow_down point_right https://8oggaw9yn2f.typeform.com/to/wOJVIKqu

Upcoming Events spiral_calendar_pad

We'd love to know...which events are you going to this year? Let us know in this quick poll!

admission_tickets Trust and the Partner Experience | Thursday, May 18, 2023, 10PM PT Join Kelly Sarabyn, Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue. point_right Register here!

admission_tickets WTF is an EcoSystem | Wednesday, May 24, 2023, 12 PM ET At _WTF is an Ecosystem_ , you’ll get the lowdown on what a partner ecosystem is and how it can improve your companies bottom line. Allan Adler from Digital Bridge Partners will be joining Firneo to share his insights and tips, as we explore the ins and outs of building a kickass partner ecosystem. point_right Register here!

@Indu Manglotra is hosting Ecosystem Aces-Pro Panel: Getting Your Entire Company Aligned Around Partnerships on Thursday, May 25, 11AM ET. Get the details here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Sanjay Goel (NachoNacho) launched a community for all SaaS stakeholders. Check it out and share your thoughts here.

@Miriam Allred is asking if anyone has data or insights on B2B SaaS revenue sharing for channel partners. Share yours here!

@Kelly Sarabyn (HubSpot) shared an interview she did with Ross Brown, SVP of Cloud Ecosystems at Oracle about : The Evolution of Partnership Model and How to Leverage it.

@Alex Glenn asks: should Marketing or Partnerships run "affiliates"? Share your thoughts!

@Kelsey Johnson shared a blog post for anyone looking for inspiration in using ChatGPT for your partnerships role. Check it out!

@Matthew is asking for advice for where/how best to recruit partners/affiliates. Share your thoughts!

@Jay McBain shared that Canalys just published the largest global channel survey. Check out the takeaways here.

One more post from @Jay McBain ay with key insights about distribution as a foundational building block for global go-to-market strategy. Check it out!

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Add your response to this Events poll ballot_box_with_check Fill in the CSA Member Survey

Welcome to all of our newest CSA members tada wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Jason Doran
Hey everyone- I'm looking to speak with a few fellow leaders at B2B SaaS brands about how you 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!
Sunir Shah
I have time later today as well
Jason Doran
Hey Sunir, Great to hear from you again! I don't see on your website that you're using any service providers to help your customers implement AppBind. Am I missing something?

I'd want to partner with AppBind though down the road.
Tamara
mega @channel THIS THURSDAY: Trust and the Partner Experience boom

Join Kelly Sarabyn, Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue.

They will also cover how a well-designed partner journey can create trust and loyalty.

They will also cover topics including: · Mapping out the partner journey · Using data and technology to orchestrate positive experiences · Building trust at scale · Motivating the long tail of partners

Register now! point_right https://us02web.zoom.us/webinar/register/WN_5cxpqMDTS9WYTg1KSqNqfg
Isaac Morehouse
@Ella Richmond of interest
Julie Koslen Diehl
The #channel-partnerships partner podcast I did with @Ali Spiricis live! https://bit.ly/3MefCgG
Dina Moskowitz
Looking forward to listening to this one Both @Julie Koslen Diehl and @Tori Barlow have incredible hands-on expertise.
Tamara
We want to hear from you! studio_microphone

The Cloud Software Association has been busy creating member services and events. raised_hands _We strive to support you in your career as a SaaS partnership leader.*_

We'd like to better understand your priorities and what you're looking for in our community.

*Fill in this short survey to share your input.
It will help us better serve you!

point_right https://8oggaw9yn2f.typeform.com/to/wOJVIKqu
Tamara
mega @channel TOMORROW, 10AM PT: Trust and the Partner Experience boom

Join @Kelly Sarabyn (HubSpot), Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue.

They will also cover how a well-designed partner journey can create trust and loyalty.

They will also cover topics including: · Mapping out the partner journey · Using data and technology to orchestrate positive experiences · Building trust at scale · Motivating the long tail of partners

Register now! point_right https://us02web.zoom.us/webinar/register/WN_5cxpqMDTS9WYTg1KSqNqfg
Tamara
@channel Starting now! point_right Trust and the Partner Experience boom

Join Kelly Sarabyn, Platform Ecosystem Advocate from HubSpot and Desmond Russell, Chief Partnership Officer from Partner Elevate, as they talk about how you can build a winning partner experience that drives more revenue.

point_right It's not too late to join the convo here!
Tamara
drum_with_drumsticksIntroducing the CSA Member Directory! tada

Are you looking to expand your network, showcase your expertise, and easily connect with partnership experts? We’re excited to announce the CSA Member Directory, a platform to highlight the partnership leaders who make our community thrive.

By signing up, you'll have the chance to create your personalized profile, showcase your interests and expertise, and connect with other partnership pros looking for collaboration opportunities. You’ll also find our latest content all in one place.

point_right Join now! Here's how to sign up: • Go to next.brella.io • Create your profile OR sign in if you already have one • Input the join code: BMOXZC • _Start networking!_
Tamara
fire NEXT WEEK! point_right Roundtable: Tech Integration Marketplaces Thursday, May 25th, 10:00AM PT

In this dedicated hour, join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. Take part in the conversation, and connect 1:1 with the top leaders in SaaS partnerships!

They'll lead a conversation around: • Why you'll want to invest in a marketplace • Core integrations VS 1+1=3 • Partner Recruitment outbound vs inbound Register here point_right https://us02web.zoom.us/meeting/register/tZIoc-yqrzkuEtTjQdVz9lStWcpgANE-r9I1?mc_cid=4aa1b38970&mc_eid=UNIQID
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets WTF is an EcoSystem | Wednesday, May 24, 2023, 12 PM ET At _WTF is an Ecosystem_ , you’ll get the lowdown on what a partner ecosystem is and how it can improve your companies bottom line. Allan Adler from Digital Bridge Partners will be joining Firneo to share his insights and tips, as we explore the ins and outs of building a kickass partner ecosystem. point_right Register here.

admission_tickets Everflow Connect 2023 | June 13-14, 2023 in Chicago Learn from experts, build powerful new partnerships, and join relevant mini-workshop sessions. There will be a great set of speakers from Crossbeam, HubSpot, and more. For the first 5 CSA RSVPs, they can provide complimentary tickets! point_right Register here.

admission_tickets Canva Extend developer event | Wednesday, June 14, 2023 Interested in learning more about the Canva platform and becoming an app partner? Their first ever developer event will provide intimate access to Canva product managers, developers, and designers. Learn from the experts on how to build an app on Canva for the over 125M monthly active users. Details here. point_right Register here.

admission_tickets No B.S. Guide to Co-Selling Millions with Partners | Thursday, June 15, 2023, 12PM ET No B.S. Guide to Co-Selling Millions with Partners (from partnership people who’ve really done it). Chris Lavoie, Rob Rebholz, and @Justin Zimmerman will share the real-world sht that works. point_right Register here.

@Indu Manglotra is hosting *Ecosystem Aces-Pro Panel: Getting Your Entire Company Aligned Around Partnerships
on Thursday, May 25, 11AM ET. Get the details here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Franz-Josef Schrepf shared an episode of The Partner Ship ship with @Cory Snyder. Hear about how Cory “grew his partner program by 500% in 6 months! Check it out.

@Jason Doran is looking to speak with a few fellow leaders at B2B SaaS brands about how you leverage a network of independent service providers to get your SMB customers the product-implementation help they need. Details here!

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Fill in the CSA Member Survey

Welcome to all of our newest CSA members tada Laura M, Michael Cole, John Dougherty, Spencer Linsley, Ben Ryan Schwartz, Parker Bell, Mark Rawlings-Smith, Jared Barol, Michał Mariański, and Laura Hilty wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Sunir Shah
@channel Quick survey… how many people would like us to do a mastermind / QA on “How to get hired as a partnership professional right now?” e.g. questions like

• How to position you past results • How to navigate job descriptions that are either catch all partnerships or very narrow • How do translate adjacent skills into partnerships • What do hiring managers look for • Where to look for a job Conversely, if you’re a hiring manager, who would be interested in sharing their experience on the other side of the table interviewing partnership candidates?
François Grenier
happy to share the hiring side
Galina Shmeleva
Yes! Very interesting!
Sunir Shah
@channel How many would like us to drill down on #salesforce, #aws, #microsoft, #google as ISVs together working in these big channels to coordinate what is working, what isn’t, what’s confusing, and how we can build resources with each other?

HINT… we have channels for each of them to focus conversations on them.
patricia rush
@Sunir Shah did you mean ISVs that develop apps running on the platforms? Not referring to #aws, #microsoft, #salesforce, #google, #oracle (you left Oracle out) as themselves as ISVs?
Sunir Shah
Yes, ISVs meaning those software companies that partner with the big ones.
Sunir Shah
I left Oracle out and Red Hat and maybe Ingram not for great reason, but because I don’t know how to organize conversations for them yet.
Sunir Shah
If you can help with Oracle, I’d appreciate it
patricia rush
Oracle is in the same category for cloud platform. I can intro a call to the guy who runs that group?

For Ingram, I assume you mean their Cloud Blue solutions. I can intro you to them as well as TDSynnex. Not sure where you fit Red Hat?
Andy Ranson
I think this is very valuable Sunir, each cloud partner ecosystem is structured differently, I have been working with Microsoft ISV partner program and co-sell program so can provide feedback in this area.
Justin Zimmerman
Hey ya'll, here's a page from my Partner Webinar Playbook. How I generate WQLs (webinar qualified leads) from webinars. PS: My linkedin URL is in the comments.

https://www.loom.com/share/99403ecf03dd4ff38352c64c9f3a45ca
Ola Ogungbemile
So much to unpack in there. I feel like you can do a full session on writing good email copy
Justin Zimmerman
@Ola Ogungbemile and i got a bunch of these back from attendees...
Justin Zimmerman
Hey ya'll while I'm hot on the topic (launching a 3x tech "better together" partner webinar tomorrow), here's a sample of the email invite I write for partners. See comments for explainer video.

PS: We're over 500 registrants!
Tamara
Wow - this is packed with value! Thanks for sharing this template with us @Justin Zimmerman! No wonder you've got 500+ registrants coming through already simple_smile
Sunir Shah
@channel We have a very fast survey to get straight to the $#@!ing point… What is eating your soul right now at work? Please answer at least the first question… it will seriously help us focus our limited time on what matters right now for everyone.

https://sbweb.formstack.com/forms/april_2023_agony_survey
Tamara
@channel fire NEXT WEEK! point_right Go to Market With Microsoft: Lessons From Running a $4.6B Channel at Microsoft Thursday, June 1st, 10:00AM PT

Join Sunir Shah, CEO of AppBind and President of CSA, and Vince Menzione, Founder of The Ultimate Partner™ as they delve into the secrets of how to go to market with Microsoft. Vince will share the invaluable lessons that paved the path to success.

Discover the high-performance principles and go-to-market strategies you can also apply to achieve significant results!

They will also discuss: • The hyperscaler opportunity and why it’s necessary • The characteristics of exceptional partnerships • The dysfunctions of a partnership (and how to prevent it) • + more Register here point_right https://us02web.zoom.us/webinar/register/WN_IvEnWkKKRZy5VnTOV-LHRg
Tamara
boom SaaS Connect Metaverse is BACK! boom The Virtual Conference, happening Thursday, July 13th 11AM PT

You all loved SaaS Connect 2023 in San Francisco so much that we decided not to wait a year before we did it again! Continue the conversation at SaaS Connect - Metaverse!

We're hosting our virtual summit again this year for partnership pros. This is the number 1 spot to connect with your peers, find out how we're moving partnerships forward in 2023, and securing our field in the SaaS world. You won't want to miss this FREE event!

• We only talk partnerships, jobs, platforms and distribution. • Your instant partnership network. • Connect with 200+ SaaS partnership leaders in one virtual event! • Find out how your peers are proving partnerships to their CROs • Close game changing distribution, integrations, and acquisitions! • Learn industry secrets! • Hear the honest truth from your peers' real experience • All online! REGISTER HERE point_right https://www.eventbrite.ca/e/saas-connect-metaverse-tickets-643176988687
Thomas (SaneBox)
Hi all - my company is looking for a new Data Protection Officer/Representative. Currently we get our DPO services from verasafe.com - looking for recommendations
Tamara
admission_tickets Did you get your SaaS Connect Metaverse ticket yet? admission_tickets The Virtual Conference, happening Thursday, July 13th 11AM PT

We're hosting our virtual summit again this year for partnership professionals. This is the number 1 spot to connect with your peers, find out how we're moving partnerships forward in 2023, and securing our field in the SaaS world. You won't want to miss this FREE event! boom

• We only talk partnerships, jobs, platforms and distribution • Your instant partnership network • Connect with SaaS partnership leaders in one virtual event! • Find out how your peers are proving partnerships to their CROs • Close game changing distribution, integrations, and acquisitions! • Learn industry secrets! • Hear the honest truth from your peers' real experience • All online! REGISTER HERE point_right https://www.eventbrite.ca/e/saas-connect-metaverse-tickets-643176988687
Justin Zimmerman
Hey CSA CREW.... I got a bunch of updates (and great results) to share from the last week. Check out this week's WIP (week in partnerships) post..

link in comments
Ali Spiric
rotating_light Calling all referral experts! (And aspiring podcasters) rotating_light

Allbound is going into referral month, and we'd love to find some podcast guests to talk about all things referrals. Please send a message my way to learn more. I'm excited to connect and feature you!
Tamara
Such a great opportunity! Thanks for sharing, Ali simple_smile
Jordan Leo
Hi CSA! I am excited to share a new offering from Pronto that aims to make it easier for growing companies to launch Partnership programs…

sparkles Partnership leaders will now have the ability to launch and manage a partner marketplace for FREE with our new marketplace offering, Pronto Xchange. Xchange is a turnkey platform that allows organizations to effortlessly create a partner directory or integration marketplace in minutes to showcase partnerships, drive adoption of integrations, and advertise partner services. sparkles

SIGN UP FOR EXCLUSIVE ACCESS AND LEARN MORE HERE arrow_right https://www.gopronto.io/xchange
Tamara
This is awesome! What a valuable tool for partnership leaders tada
Lindsey Ward {CSA Managing Director}
Incredible!! This is a game changing release raised_hands
Matt Irving
Happy Birthday @Sunir Shah! Thankful for the community that you have built here. cake partying_face birthday
Tamara
Happy birthday, Sunir! tada
Lindsey Ward {CSA Managing Director}
Woot! Happy Birthday to our incredible president!
Polly
@Lindsey Ward {CSA Managing Director} has a polly for you!
Lindsey Ward {CSA Managing Director}
@channel make sure to check out the poll above! white_check_mark

What conferences will you be at/which are the most important to you? Are we missing anything? We want to make sure that you're getting the most out of CSAs in-person events.

Not attending events due to budgets? Let us know that too!
Martin Scholz
Hi @Lindsey Ward {CSA Managing Director} it seems to be a list of US based events? Any EMEA events to add? We’re at SaaStr Europe (London next week) for instance
Lindsey Ward {CSA Managing Director}
Hi @Martin Scholz! We'll be at SaaStock in Dublin in October, and SaaS Connect UK will take place in November. Please add SaaStr Europe to the list smile and any other events you're attending. That way we can plan for where the community is heading
Rashellee Herrera
I just read a fantastic article by Jake Saper at Emergence Capital on the factors to consider when pricing AI-enabled features in SaaS. I thought I would share some of the key takeaways with you:

eight_spoked_asterisk𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝘀𝗶𝗺𝗽𝗹𝗶𝗰𝗶𝘁𝘆 𝗮𝗻𝗱 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻. SaaS companies should prioritize making their AI features easy to use and widely adopted by customers. This means designing features that are intuitive and user-friendly, and that provide clear benefits to users. eight_spoked_asterisk𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗔𝗜 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴𝘀. Companies should assess how unique and valuable their AI features are compared to what is available elsewhere. If the majority of the value can be found elsewhere, pricing should reflect that. Companies should also consider how they can differentiate their AI offerings through features such as personalization, customization, and integration with other applications. eight_spoked_asterisk𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗳𝗶𝗿𝘀𝘁 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀. When pricing AI features, it's important to start with first principles and ask yourself, "What is the differentiated value created by this AI feature?" By understanding the value that your AI features create, you can price them in a way that is both fair and sustainable.

https://techcrunch.com/2023/06/01/factors-to-consider-before-pricing-ai-enabled-saas/

So, what are your thoughts? How can companies differentiate their AI offerings in a way that justifies a premium price?
Tamara
fire NEXT WEEK! point_right What Sort of Partners and Partner Leaders do Saas Companies Really Need? Thursday, June 8th, 10:00AM PT

Join Rob Spee, Podcast Host and SVP Channels & Alliances at BeyondTrust and Lana King, expert in Global Partner Programs & Enablement, for an engaging conversation on SaaS partnerships.

Rob and Lana will talk about the types of partners and partner programs SaaS companies are seeking, or should be seeking, in this new economy. They’ll discuss the impact higher interest rates and mass layoffs are having on the job market for channel professionals.

Here are just a few of the topics they’ll address: 1. Reasons why SaaS companies are turning to partners – it’s not always what you may think 2. Considerations for introducing new partner programs – think PX and CX 3. The current market for channel pros – what sort of jobs are out there? Register here point_right https://us02web.zoom.us/webinar/register/WN_9939dz8uTIePERwl5itaOg
Tamara
admission_tickets Did you get your SaaS Connect Metaverse ticket yet? admission_tickets The Virtual Conference, happening Thursday, July 13th 11AM PT

We're hosting our virtual summit again this year for partnership professionals. This is the number 1 spot to connect with your peers, find out how we're moving partnerships forward in 2023, and securing our field in the SaaS world. You won't want to miss this FREE event! boom

• We only talk partnerships, jobs, platforms and distribution • Your instant partnership network • Connect with SaaS partnership leaders in one virtual event! • Find out how your peers are proving partnerships to their CROs • Close game changing distribution, integrations, and acquisitions! • Learn industry secrets! • Hear the honest truth from your peers' real experience • All online! REGISTER HERE point_right https://www.eventbrite.ca/e/saas-connect-metaverse-tickets-643176988687
Tamara
fire THIS WEEK @channel point_right What Sort of Partners and Partner Leaders do Saas Companies Really Need? Thursday, June 8th, 10:00AM PT

Join Rob Spee, Podcast Host and SVP Channels & Alliances at BeyondTrust and Lana King, expert in Global Partner Programs & Enablement, for an engaging conversation on SaaS partnerships.

Rob and Lana will talk about the types of partners and partner programs SaaS companies are seeking, or should be seeking, in this new economy. They’ll discuss the impact higher interest rates and mass layoffs are having on the job market for channel professionals.

Here are just a few of the topics they’ll address: 1. Reasons why SaaS companies are turning to partners – it’s not always what you may think 2. Considerations for introducing new partner programs – think PX and CX 3. The current market for channel pros – what sort of jobs are out there? Register here point_right https://us02web.zoom.us/webinar/register/WN_9939dz8uTIePERwl5itaOg
Sunir Shah
@channel I’m working through the recent survey results.

I’m building up content on how to collect data to prove your impact to your CFO, CRO, CEO. Two questions for the folks here.

• What data gaps are you struggling to close right now? • Do you have a success story of building a reporting framework that encouraged more investment in your team?
Steve Stewart / Smartsheet Channel Chief
Hi Sunir --

We focus on a finite [3] set of metrics that different audiences will be able to easily comprehend:

• Global Partner Bookings [ w/ YoY Growth benchmarks] And by each Region. • Partner Sourced Bookings / DealReg [ w/ YoY growth] • % of Global and Regional Bookings Transacted by Partners. My data gaps are the accuracy of the Partner Sourced bookings . We have had a difficult time with our DealReg process -- but think we have it fixed now.

Hope this helps.
Justin Zimmerman
Hey ya'll... I'm heading to Supernode today. If can't make it, I'd be happy to share my slide deck with you. Just DM my your e-mail email. I'll share with you later this week. Maybe even do an encore live presentation after (if enough people here are interested).
Chip Rodgers (WorkSpan, Bay Area)
See you there @Justin Zimmerman!
Bob Moore
Excited to see you @Justin Zimmerman and @Chip Rodgers (WorkSpan, Bay Area)!
Chip Rodgers (WorkSpan, Bay Area)
Likewise @Bob Moore! Just arrived. It’s going to be an awesome event!
Chip Rodgers (WorkSpan, Bay Area)
Are we ready?
Susan Stone
Yes! And No!!
Tamara
fire TOMORROW, 10 AM PT @channel point_right What Sort of Partners and Partner Leaders do Saas Companies Really Need?

Join Rob Spee, Podcast Host and SVP Channels & Alliances at BeyondTrust and Lana King, expert in Global Partner Programs & Enablement, for an engaging conversation on SaaS partnerships.

Rob and Lana will talk about the types of partners and partner programs SaaS companies are seeking, or should be seeking, in this new economy. They’ll discuss the impact higher interest rates and mass layoffs are having on the job market for channel professionals.

Here are just a few of the topics they’ll address: 1. Reasons why SaaS companies are turning to partners – it’s not always what you may think 2. Considerations for introducing new partner programs – think PX and CX 3. The current market for channel pros – what sort of jobs are out there? Register here point_right https://us02web.zoom.us/webinar/register/WN_9939dz8uTIePERwl5itaOg
Tamara
fire TODAY, 10 AM PT point_right What Sort of Partners and Partner Leaders do Saas Companies Really Need?

Join Rob Spee, Podcast Host and SVP Channels & Alliances at BeyondTrust and Lana King, expert in Global Partner Programs & Enablement, for an engaging conversation on SaaS partnerships.

Here are just a few of the topics they’ll address: 1. Reasons why SaaS companies are turning to partners – it’s not always what you may think 2. Considerations for introducing new partner programs – think PX and CX 3. The current market for channel pros – what sort of jobs are out there? Register here point_right https://us02web.zoom.us/webinar/register/WN_9939dz8uTIePERwl5itaOg
Patrick Riley
Thanks for sharing, looking forward to it.
Tamara
@channel Starting now! point_right What Sort of Partners and Partner Leaders do Saas Companies Really Need? boom

Join Rob Spee, Podcast Host and SVP Channels & Alliances at BeyondTrust and Lana King, expert in Global Partner Programs & Enablement, for an engaging conversation on SaaS partnerships.

point_right It's not too late to join the convo here!
Lindsey Ward {CSA Managing Director}
You won't want to miss this one!
George Kyriakis
Was this webinar recorded? I liked the topics but couldn't attend unfortunately.
Sunir Shah
aye. @Tamara has it
Tamara
@George Kyriakis It was recorded! We'll be turning it into a video+podcast and I'll share it next week simple_smile
Sunir Shah
ooh, I just closed a big deal for all of us SMB SaaS partnership people… details to follow. I’m all tingly. #mystery
Mike Allton
That’s awesome!!
Tamara
Exciting news about the Cloud Software Association! drum_with_drumsticksdrum_with_drumsticks

Our mission has always been to bring together like-minded individuals in the SaaS partnerships space to foster connections and drive growth.

Starting now, the Cloud Software Association is now completely free again! tada We aim to build a community that's accessible and inclusive for all partnership professionals.

Whether you're seeking opportunities, looking for insights, or just want to connect with fellow professionals in person or online, the CSA is your go-to destination. We're building a vibrant community where you can network, learn, and thrive.

What does your FREE CSA Membership include? • Forever free access to the Slack community boom • Virtual events including masterminds, webinars, and roundtables • Access to previously gated content like Masterclasses • In-person networking events and meet-ups for free events • Members Directory • Entry level Vendor Directory listing • Access to post, and connect with our Job Board • Events Board, and calendar • And more! Start with your FREE access to our Masterclasses point_right PLAYLIST!
Sandeep Todi
Whoa! Congrats on taking this step team :)
Sanjay Goel (NachoNacho)
Nicely done! So what’s your new revenue model? Am curious.
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

mega Did you hear? The Cloud Software Association is now completely free again! We aim to build a community that's accessible and inclusive for all partnership professionals. We're building a vibrant community where you can network, learn, and thrive. Check out the details here!

Upcoming Events spiral_calendar_pad

admission_tickets Canva Extend Developer Event | Wednesday, June 14, 2023 Interested in learning more about the Canva platform and becoming an app partner? Their first ever developer event will provide intimate access to Canva product managers, developers, and designers. Learn from the experts on how to build an app on Canva for the over 125M monthly active users. Details here. point_right Register here.

admission_tickets How to Be a Partnerships MVP | Wednesday, June 14, 2023 Join us on June 14th for the Summer 2023 Firneo Cohort Preview Session and gain exclusive insights into the powerful frameworks, strategies, and tactics you’ll master during the comprehensive 8-week program. point_right Register here.

admission_tickets No B.S. Guide to Co-Selling Millions with Partners | Thursday, June 15, 2023, 9AM PT No B.S. Guide to Co-Selling Millions with Partners (from partnership people who’ve really done it). Chris Lavoie, Rob Rebholz, and Justin Zimmerman - PartnerWebinar.com will share the real-world sht that works. point_right Register here.

admission_tickets *Roundtable - Tech Integration Marketplaces
| Thursday, June 15, 2023, 10AM PT Join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. point_right Register here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Raphaela Brandner from Meister is hiring a Senior Partner Manager. Check out the details here!

@Kelly Sarabyn (HubSpot) shared an interview with Jeff Barr, the Chief Evangelist at AWS, on Creating and Scaling Impactful Content.

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Check out the Masterclass Playlist

Welcome to all of our newest CSA members tada Saugat Sthapit, Saugat Sthapit, Vinay Chandrasekaran, Laurent St-Pierre, Rowan, Robert Rand, Emilie, Casey Curnan, kimberly Altman, Vaidy A. (AWS Migrations, Dallas), Patrick Riley, Edina, Sibela Shata, Stefan Mladenov, Nikola Bubevski, Hafsa Shorish, SUNANDO (CEO, apiculus.com), Phanidhar Kasinadhuni, and Juraj Pal wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Salah Khouribech
Hi guys im.salah ceo of bimdesk in morocco and ouest africa anyone interested develloping business in this rzgion
Jonathan B
@Salah Khouribech what do you have in mind?
Salah Khouribech
To develop business with software here in africa i have a channel sales through africa
Jonathan B
How successful are you folks in getting internet service in India, Singapore, or Brazil?
Tamara
@channel Join our campaigns to drive your revenue fire tada SaaS Connect Ignite, July 13

Hi folks, thanks for your survey responses. It was loud and clear. Priority number 1 right now is to drive revenue.

Time for action. The CSA is organizing campaigns to drive revenue through our partner network.

So we've changed our July event (Metaverse) into SaaS Connect Ignite. It's now a town hall to coordinate each of these campaigns.

point_right Join SaaS Connect Ignite, July 13 point_left

Hear more from @Sunir Shah about the event by watching the video below! Then register your spot!
Tamara
Learn how to be a Partnerships MVP tada Firneo's Certified Partnerships Professional program is back (and applications close in 9 days!)

Imagine cutting years off of your learning curve and confidently building strategic partnerships that accelerate the growth of your company — and your career? Firneo's Certified Partnerships Professional program is a certification program that teaches you how to create game-changing partnerships. raised_hands

During the 8-week program, you'll: • Get hands-on practice with building partnerships skills • Collaborate with peers to work through your current challenges • Walk a mile in an expert's shoes with interactive case studies based around the real-world experiences of partnerships experts point_right Curious to learn more? Join the Summer 2023 Cohort Preview Session TODAY, June 14th, 12PM EST and gain exclusive insights into the frameworks, strategies, and tactics you'll master during the program.

point_right Special offer for CSA members: Get a free 1:1 personalized coaching session with Firneo CEO, Scott Pollack (ex-Amex, WeWork) after enrollment. APPLY NOW!
Tamara
fire TOMORROW, 10AM PT! point_right Roundtable: Tech Integration Marketplaces

Join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. Take part in the conversation, and connect 1:1 with the top leaders in SaaS partnerships!

They'll lead a conversation around: • Why you'll want to invest in a marketplace • Core integrations VS 1+1=3 • Partner Recruitment outbound vs inbound Register here point_right https://us02web.zoom.us/meeting/register/tZIoc-yqrzkuEtTjQdVz9lStWcpgANE-r9I1
Tamara
fire @channel TODAY, 10AM PT! point_right Roundtable: Tech Integration Marketplaces

Join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships. Take part in the conversation, and connect 1:1 with the top leaders in SaaS partnerships!

They'll lead a conversation around: • Why you'll want to invest in a marketplace • Core integrations VS 1+1=3 • Partner Recruitment outbound vs inbound Register here point_right https://us02web.zoom.us/meeting/register/tZIoc-yqrzkuEtTjQdVz9lStWcpgANE-r9I1
Tamara
@channel Starting now! point_right Roundtable: Tech Integration Marketplaces boom

Join hosts Sue Fernand, Sr. Director Business Development and Alliances at 8x8 and Ashi Aber, Head of Technology Partnerships at Gong as they lead a discussion around scaling your SaaS offering through Tech partnerships.

point_right It's not too late to join the convo here!
Tamara
Join the convo! simple_smile
Patrick Riley
Hate I missed it, can I register and see the recording?
Tamara
Hey @Patrick Riley! You can catch the LinkedIn live video here!

We'll also produce it into a podcast soon, which I'll share here.
Tamara
tada SaaS Connect Ignite, July 13 | 11AM-1PM PST, Virtual

It’s time to once again rally the community to organize go-to-market campaigns together! Register for our kick-off event, SaaS Connect - Ignite, July 13th (online!).

This will be THE place to learn how to drive community action, get real facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue.

We’re putting the community’s plans into action, and kicking off go-to-market campaigns for each of: • Distribution. We’re hosting the major distribution channels so you can find out what opportunities are coming, and then work together with other ISVs to take advantage. • Partner acquisition. We’re expanding our campaign to join forces as SaaS companies to acquire channel partners through Agency Connect. • Conference co-marketing. We continue to make event marketing effective by splitting costs on cocktail parties (e.g. SaaStr, INBOUND, Dreamforce, SaaStock) • Co-marketing. We’ll make it easier to recruit partners to your comarketing campaigns to spread your message farther and faster. • Content marketing. Get louder by using the Cloud Software Association’s content channel to reach the market. point_right Join SaaS Connect Ignite, July 13 point_left

Hear more from @Sunir Shah about the event by watching the video below! Then register your spot!
Marina Barsoum
Hey all! HubSpot is hosting a webinar on June 28th from 2-2:45 PM EST.

The topic is: How to Co-market with Tech Partners. @Kelly Sarabyn (HubSpot) will be leading a discussion with leaders from Everflow, ClickUp, ON24, and PartnerPlaybooks. Learn more here and register if interested!
Tamara
Looks great! Thanks for sharing, Marina!
Patrick Riley
I will be there, thanks for the posting!
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

mega Did you hear? The Cloud Software Association is now completely free again! We aim to build a community that's accessible and inclusive for all partnership professionals. We're building a vibrant community where you can network, learn, and thrive. Check out the details here!

Upcoming Events spiral_calendar_pad

admission_tickets The ABC’s Of Technology Partner Enablement | Thursday, June 22, 2023, 10AM PT Join Rachel Collie from Unanet who will talk about how Unanet has created tools to scale and build a foundation for Unanet’s Technology Program–using technology vs people to build out. point_right Register here.

admission_tickets How to Co-market with Tech Partners | Thursday, June 28, 2023, 10AM PT Kelly Sarabyn from HubSpot will be leading a discussion with leaders from Everflow, ClickUp, ON24, and PartnerPlaybooks. point_right Register here.

admission_tickets SaaS Connect Ignite | Thursday, July 13, 2023, 11AM-1PM PT It’s time to once again rally the community to organize go-to-market campaigns together! This will be THE place to learn how to drive community action, get real facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue. point_right Register here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Marina Barsoum shared an upcoming event, Unlock Partnerships with ChatGPT. Check it out!

@Michelle Juarbe shared 2 opportunities! First contract opportunity here. Partner Manager opportunity here. Or check the #jobs channel!

@Raphaela Brandner shared a Senior Partner Manager role.

@Patrick Riley shared his first blog post: Launching Your Cloud GTM Strategy

Your Action Steps! arrow_down

ballot_box_with_check Register for SaaS Connect Ignite! ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Check out the Masterclass Playlist

Welcome to all of our newest CSA members tada Jennifer Rooker, Son Chu, Zane Meeks, Mike Parker, Julia Gowans, Janine Johnson, Jonathan B, Sam Schumacher, Roee Stimler, Lydia Sugarman, Rob Santoliquito, and Andrew Phelps wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Tamara
The ABC’s Of Technology Partner Enablement boom This Thursday, June 22, 10AM PT

Partner portals typically focus on sales and marketing. How do we get assets into the hands of sales so they can effectively “sell” partner solutions? What is forgotten is how we enable Technology/Integration — from the initial identification of a potential partnership to the first “sale” of the integration.

During this MasterClass, we’ll review the enablement tools Unanet put together using Monday.com. Discover the structure that was put together, the areas that are addressed, and how they’ve launched both internally and externally.

These new enablement tools enabled all stakeholders to track the growth and all the details to make it all synch. They put together something so simple that a toddler learning their ABCs could use it. raised_hands

Join Rachel Collie from Unanet, who will talk about how Unanet has created tools to scale and build a foundation for Unanet’s Technology Program–using technology vs people to build out.

Register here point_right https://us02web.zoom.us/webinar/register/WN_WjQ5TaJkQEKAMcIVpA9bFQ
Tamara
loudspeaker Grab the worksheet point_right How to evaluate partnership compatibility

With various partners to choose from, it can be tricky to find the best fit for your business. Dive into this worksheet to assess whether a prospective partner is compatible with your business goals.

Establish common ground, determine who your partnership will target, and define what metrics will be used to evaluate success. Finish off with a rating on your desire to work with them, and confidently select the best partner for your business needs!

point_right Download the worksheet
Tamara
tada SaaS Connect Ignite, July 13 | 11AM-1PM PST, Virtual

It’s time to once again rally the community to organize go-to-market campaigns together! Register for our kick-off event, SaaS Connect - Ignite, July 13th (online!).

This will be THE place to learn how to drive community action, get real facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue.

We’re putting the community’s plans into action, and kicking off go-to-market campaigns for each of: • Distribution.Partner acquisition.Conference co-marketing.Co-marketing.Content marketing. point_right Join SaaS Connect Ignite, July 13 point_left

Hear more from @Sunir Shah about the event by watching the video below! Then register your spot!
Tamara
admission_tickets @channel The ABC’s Of Technology Partner Enablement boom TOMORROW, 10AM PT

Join Rachel Collie from Unanet, who will talk about how Unanet has created tools to scale and build a foundation for Unanet’s Technology Program–using technology vs people to build out.

During this MasterClass, we’ll review the enablement tools Unanet put together using Monday.com. Discover the structure that was put together, the areas that are addressed, and how they’ve launched both internally and externally.

These new enablement tools enabled all stakeholders to track the growth and all the details to make it all synch. They put together something so simple that a toddler learning their ABCs could use it. raised_hands

Register here point_right https://us02web.zoom.us/webinar/register/WN_WjQ5TaJkQEKAMcIVpA9bFQ
Liz Garcia (Pandium)
I registered and attended this event - it was great! Will a recording be shared?
Tamara
Hey @Liz Garcia (Pandium) yes! Working on the recording and we'll share it in Slack and in the newsletter soon!
Liz Garcia (Pandium)
thank you!
Tamara
admission_tickets TODAY, 10AM PT! boom The ABC’s Of Technology Partner Enablement

Join Rachel Collie from Unanet, who will talk about how Unanet has created tools to scale and build a foundation for Unanet’s Technology Program–using technology vs people to build out.

During this MasterClass, we’ll review the enablement tools Unanet put together using Monday.com. Discover the structure that was put together, the areas that are addressed, and how they’ve launched both internally and externally.

These new enablement tools enabled all stakeholders to track the growth and all the details to make it all synch. They put together something so simple that a toddler learning their ABCs could use it. raised_hands

Register here point_right https://us02web.zoom.us/webinar/register/WN_WjQ5TaJkQEKAMcIVpA9bFQ
Tamara
@channel Starting now! point_right The ABC’s Of Technology Partner Enablementboom

Join Rachel Collie from Unanet, who will talk about how Unanet has created tools to scale and build a foundation for Unanet’s Technology Program–using technology vs people to build out.

point_right It's not too late to join the convo here!
Tamara
Chip in for the Agency Connect Mixer during INBOUND 2023 boom Boston, September 6th, 2023 | 5-7 PM

We're organizing a cocktail party during Hubspot's INBOUND conference 2023! It's happening on September 6th, 5-7PM at MJ O'Connors in the Boston Convention Center!

As a sponsor you get branding on the site and placement in the venue (step+release and a table). Sponsors also receive the attendee list before, and after the event! The Cloud Software Association will take care of the logistics, signage, contract negotiation, and all the other heavy lifting. tada

INBOUND reaches hundreds of thought leaders in SaaS, and we want to make sure that you have a spot to connect with them. The last time, we had 400+ RSVPs!

Don't miss your chance to connect with agencies! point_rightEmail for more information!
Tamara
loudspeaker Grab the worksheet point_right How to evaluate partnership compatibility

With various partners to choose from, it can be tricky to find the best fit for your business. Dive into this worksheet to assess whether a prospective partner is compatible with your business goals.

Establish common ground, determine who your partnership will target, and define what metrics will be used to evaluate success. Finish off with a rating on your desire to work with them, and confidently select the best partner for your business needs!

point_right Download the worksheet
M (Mangla) Bansal
Hello everyone, do any of you know of dedicated B2B tech sales slack channels that exist? I’m trying to learn more about the industry and would appreciate an invite or two relaxed
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Did you know? eyes We have plenty more channels you can explore to get in-depth with partnerships convos! Here are a few to check out, if you haven't already! Join now arrow_down#channel-partnerships#co-selling#marketing-opportunities#tech-partnerships#templates#tools#jobs • Find all of our channels by clicking Channels on the side bar > Manage > Browse channels.

Upcoming Events spiral_calendar_pad

admission_tickets How to Co-market with Tech Partners | Thursday, June 28, 2023, 10AM PT Kelly Sarabyn from HubSpot will be leading a discussion with leaders from Everflow, ClickUp, ON24, and PartnerPlaybooks. point_right Register here.

admission_tickets SaaS Connect Ignite | Thursday, July 13, 2023, 11AM-1PM PT It’s time to once again rally the community to organize go-to-market campaigns together! This will be THE place to learn how to drive community action, get real facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue. point_right Register here.

Subscribe to the Member Events Calendar Subscribe to the CSA Events Calendar Submit your events HERE!

Posts to check out boom

@Sunir Shah is at Collision this week in Toronto - say hi and connect with other CSA members!

@Dominique Swiecicki is looking for help in her GTM strategy. Share some tips!

@M (Mangla) Bansal is asking for recommendations for B2B tech sales slack channels. Any recommendations?

@Patrick Riley shared a conversation about Cloud GTM teams with Michael Cooper. Check it out!

Your Action Steps! arrow_down

ballot_box_with_check Register for SaaS Connect Ignite! ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Check out the Masterclass Playlist

Welcome to all of our newest CSA members tada Anoop A, BRYAN rOY, Glen Roth (Bonterra), Tiffany Talley, Mrinay, and Dominique Swiecicki wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Sunir Shah
@channel Hey folks, I’m focused right now lining up big distribution opportunities for us and I lined up a big one.

G2 has 6.5+ million monthly visitors looking to buy B2B SaaS products. They just keep getting better at driving new sales for us.

That’s why I’m excited to announce AppBind (that’s me!) is now working with G2. We’re helping them dramatically upgrade G2 profile pages with “Easy Buy” direct sign up buttons.

This is a game changer. This brings your G2 profile page right inside your sales funnel. Results so far are powerful:

• Direct sign up increases conversion rates of your G2 profile page an astounding 30% to 300% over forcing customers to bounce to landing pages. • Adding an additional discount for new customers increases conversion rates another 200% to 300% more. Wow, oh wow. This is the direction G2 is heading because it’s better for customers. Additionally, organizations participating in the Easy Buy button program will receive a promotional boost through social media and email, as well as be featured in the new Easy Buy filter on G2.

I’m personally working alongside G2's co-founders, Tim Handorf and Michael Wheeler, on this project.

I’m organizing our first cohort of 10 companies to work directly with Tim and Mike as well. This is a very special and unique opportunity to give direct feedback to improve G2 to drive sales for you. firefire

Do you want in? Ping me here on DM or
Matt Irving
This is awesome. We are excited to try this out!
Tamara
Woohoo, gamechanger! fire
Vishal Shah
Congratulations Sunir!
Erin Murray
Congratulations @Sunir Shah!!
Dina Moskowitz
Congrats Sunir! Big Win for AppBind and SaaS companies!
Andrew Edelman
Congrats, Sunir! clap
Sanjay Goel (NachoNacho)
Great initiative! I’m in!
Mike Allton
Bravo!!
Francisco Franco
raised_hands
Paulo Santos
Whoop! Whoop! Congrats, Sunir! ok_hand
Michael Eggerling
Hoping this can be useful to this group. Making a beta program available to this channel. We are launching a very cool new free app. It's called SOC 2 Report Scanner and it uses AI (LLMs) to read and analyze SOC 2 reports so you don't have to when vetting vendors (SOC 2 reports are 100+ pages). Let me know if you are interested in getting into our early-access list and I'll add you. Launching in the next 30 days.
Tamara
EBOOK ALERT!! bell Commerce content, community forums, consultants, and even influencers: affiliate marketing is a game-changer for SaaS brands. With the industry surging, there’s a surplus of information competing to get in front of customers. chart_with_upwards_trend

But customers are cutting out the noise by doing their own research—turning to trustworthy online figures and reliable publishers for opinions before purchasing. Learn why affiliate marketing is a lever for scale, see how major SaaS players are already harnessing its power, and start accelerating your own business growth with this guide. fire

point_right Get the free ebook!
Tamara
Who's coming to SaaS Connect Ignite? tada July 13, 2023, 11AM PT

Connect 1:1 with Google, G2, and 80+ more companies at Ignite! Here are some of the partnership leaders who will be joining the conversations at SaaS Connect Ignite.

Connect with the best and register now! boom
Tamara
Chip in for the Agency Connect Mixer during INBOUND 2023 boom Boston, September 6th, 2023 | 5-7 PM

We're organizing a cocktail party during Hubspot's INBOUND conference 2023! It's happening on September 6th, 5-7PM at MJ O'Connors in the Boston Convention Center!

As a sponsor you get branding on the site and placement in the venue (step+release and a table). Sponsors also receive the attendee list before, and after the event! The Cloud Software Association will take care of the logistics, signage, contract negotiation, and all the other heavy lifting. tada

INBOUND reaches hundreds of thought leaders in SaaS, and we want to make sure that you have a spot to connect with them. The last time, we had 400+ RSVPs!

Don't miss your chance to connect with agencies! point_rightEmail for more information!
Tamara
Commerce content, community forums, consultants, and even influencers: affiliate marketing is a game-changer for SaaS brands. With the industry surging, there’s a surplus of information competing to get in front of customers. chart_with_upwards_trend

But customers are cutting out the noise by doing their own research—turning to trustworthy online figures and reliable publishers for opinions before purchasing. Learn why affiliate marketing is a lever for scale, see how major SaaS players are already harnessing its power, and start accelerating your own business growth with this guide. fire

point_right Get the free ebook!
Tamara
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Tamara
This message contains interactive elements.
Tamara
If you’re a partnership pro carrying partner-sourced and partner-influenced KPIs, but little partner-specific technology to support your goals, Pronto gives you a place to start. boom

Pronto Xchange is a _free,_ turnkey partner marketplace platform that is fully integrated into Pronto’s next-gen PRM, giving your organization a suite of partnership tech that grows with your business.

Want to learn more? Read about Pronto's FREE Xchange Partner Marketplace hereReady to get started? Sign up here and launch a live partner marketplace by EOD exploding_head
Tamara
NEXT WEEK: Connect 1:1 with Google, G2, and 100+ more companies at SaaS Connect Ignite fire July 13, 11AM PT

This will be THE place to learn how to drive community action, get real Facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue. chart_with_upwards_trend

Join us to discuss and plan campaigns around: point_right Distribution. point_right Partner acquisition. point_right Conference co-marketing. point_right Co-marketing. point_right Content marketing.

fire Register here: https://ow.ly/PL4x50OOflZ

See you NEXT WEEK! #partnerships
Tamara
rotating_light YOU'RE INVITED to SaaS Connect Ignite this Thursday! rotating_light @channel

Connect 1:1 with Google, G2, and 130+ partnership professionals at fire July 13, 11AM PT

This will be THE place to learn how to drive community action, get facetime with those succeeding in leading the new wave of partnerships, and leave with actionable insights that will immediately start driving revenue. chart_with_upwards_trend

Join us to discuss and plan campaigns around: point_right Distribution. point_right Partner acquisition. point_right Conference co-marketing. point_right Co-marketing. point_right Content marketing.

fire Register here: https://ow.ly/PL4x50OOflZ

See you on Thursday!
Tamara
rotating_light LAST CALL to join 170+ Partnership Professionals TOMORROW at SaaS Connect Ignite! rotating_light @channel July 13, 11AM - 1PM PT

We’re putting the community’s plans into action, and kicking off go-to-market campaigns for each of:Distribution. We’re hosting distribution channels like G2 and Google, so you can find out what opportunities are coming, and then work together with other ISVs to take advantage. • Partner acquisition. We’re expanding our campaign to join forces as SaaS companies to acquire channel partners through Agency Connect. • Conference co-marketing. We continue to make event marketing effective by splitting costs on cocktail parties (e.g. SaaStr, INBOUND, Dreamforce, SaaStock) • Co-marketing. We’ll make it easier to recruit partners to your comarketing campaigns to spread your message farther and faster. • Content marketing. Get louder by using the Cloud Software Association’s content channel to reach the market. fire Register here: https://www.eventbrite.ca/e/saas-connect-ignite-tickets-643176988687
Tamara
TODAY IS THE DAY tada We start in 2 hours!!!

rotating_light LAST CHANCE to join 170+ Partnership Professionals at SaaS Connect Ignite! rotating_light @channel 11AM - 1PM PT | 2PM - 4PM ET

We’re putting the community’s plans into action, and kicking off go-to-market campaigns for each of:Distribution. We’re hosting distribution channels like G2 and Google, so you can find out what opportunities are coming, and then work together with other ISVs to take advantage. • Partner acquisition. We’re expanding our campaign to join forces as SaaS companies to acquire channel partners through Agency Connect. • Conference co-marketing. We continue to make event marketing effective by splitting costs on cocktail parties (e.g. SaaStr, INBOUND, Dreamforce, SaaStock) • Co-marketing & co-selling. We’ll make it easier to recruit partners to your comarketing campaigns to spread your message farther and faster. • Content marketing. Get louder by using the Cloud Software Association’s content channel to reach the market. fire Register here: https://www.eventbrite.ca/e/saas-connect-ignite-tickets-643176988687
Tamara
SaaS Connect Ignite is starting NOW!! rotating_light

It's not too late to register here: https://www.eventbrite.ca/e/saas-connect-ignite-tickets-643176988687

Have questions about getting on to the platform? Message @Tamara and we'll get you sorted!
Sanjay Goel (NachoNacho)
I just see this… am I in the right place?
Tamara
Started now!
Sudhakar K
SYSTEMS FOR STARTUPS

A good system is one that helps jump-start a business with integrated CRM/Marketing, Project Management, Customer Support, Digital Communication processes and sets the business for scalable growth. The more these processes are automated using Information Technology - with friction/interventions removed from the system, the smoother the business operations and the easier it is to scale the business.

Webinar Synopsis: • We will talk about key functions of a business • We will break down each function into most common parts/processes • We will talk about how to systemize and automate various processes
Sudhakar K
To learn about "Systems for Startups", click the link https://zcu.io/qAjf and register for the upcoming webinar on Thursday, July 20 @ 3:30 PM CT.
Tamara
@channel fire NEXT WEEK! point_right How to Build an Ecosystem Business Model Thursday, Jul 20, 10:00AM PT

Join Kenny Browne, CEO of Partner Fleet, who will talk about how to generate more revenue with an ecosystem business model. chart_with_upwards_trend

He will cover the steps towards an ecosystem business model, from getting company-wide buy-in to understanding partner influence at every stage of the buyer’s journey and customer lifecycle.

You’ll come away with a holistic big picture view on driving growth in your company through an ecosystem strategy, and how to get started today. fire

They will also discuss: • The hyperscaler opportunity and why it’s necessary • The characteristics of exceptional partnerships • The dysfunctions of a partnership (and how to prevent it) • + more Register here point_right https://us02web.zoom.us/webinar/register/WN_1vrOM8hDQmKDMwqrzjaC6Q
Sunir Shah
Hey friends, how many of you are siloed outside of the main customer life cycle teams? That is, marketing, sales, success, product?

I have heard a lot this past month that partnership teams are feeling they have no power. That’s a huge red flag the org structure is wrong.

I suspect that’s much easier if your primary reporting structure is in the core customer life cycle teams.

I’m biased by my personal history. I’m a product person. I like being hired into marketing teams to bring engineering to marketing. Partnerships was just one impact area. Data & analytics and product-led growth were other high impact domains.

When my scope was limited to partnerships at FreshBooks by the new CRO at the time, that’s when the trouble began. We could not get resources, and we could not assist other programs. The flow of opportunities we created for marcomm, sales and success were cut off. A large amount of the product became abandonware, causing customer frustration.

I think power comes from serving customers. If you’re disconnected from the customer, you are disconnected from decision making.

What’s your experience?

I don’t mean to be a downer. If this is a common problem, I’ll lead a working group to work through how to overcome this challenge.
Tamara
@channel fire THIS WEEK! point_right How to Build an Ecosystem Business Model Thursday, Jul 20, 10:00AM PT

Join Kenny Browne, CEO of Partner Fleet, who will talk about how to generate more revenue with an ecosystem business model. chart_with_upwards_trend

He will cover the steps towards an ecosystem business model, from getting company-wide buy-in to understanding partner influence at every stage of the buyer’s journey and customer lifecycle.

You’ll come away with a holistic big picture view on driving growth in your company through an ecosystem strategy, and how to get started today. fire

Kenny will also discuss: • The hyperscaler opportunity and why it’s necessary • The characteristics of exceptional partnerships • The dysfunctions of a partnership (and how to prevent it) • + more Register here point_right https://us02web.zoom.us/webinar/register/WN_1vrOM8hDQmKDMwqrzjaC6Q
Sunir Shah
@Huckleberry summoned
Tamara
@channel fire TOMORROW! point_right How to Build an Ecosystem Business Model Thursday, Jul 20, 10:00AM PT

Join Kenny Browne, CEO of Partner Fleet, who will talk about how to generate more revenue with an ecosystem business model. chart_with_upwards_trend

He will cover the steps towards an ecosystem business model, from getting company-wide buy-in to understanding partner influence at every stage of the buyer’s journey and customer lifecycle.

You’ll come away with a holistic big picture view on driving growth in your company through an ecosystem strategy, and how to get started today. fire

Kenny will also discuss: • The hyperscaler opportunity and why it’s necessary • The characteristics of exceptional partnerships • The dysfunctions of a partnership (and how to prevent it) • + more Register here point_right https://us02web.zoom.us/webinar/register/WN_1vrOM8hDQmKDMwqrzjaC6Q
Chip Rodgers (WorkSpan, Bay Area)
Go @Kenny Browne!
Tamara
TODAY, 10AM PT point_right How to Build an Ecosystem Business Model

Join Kenny Browne, CEO of Partner Fleet, who will talk about how to generate more revenue with an ecosystem business model. chart_with_upwards_trend

He will cover the steps towards an ecosystem business model, from getting company-wide buy-in to understanding partner influence at every stage of the buyer’s journey and customer lifecycle.

You’ll come away with a holistic big picture view on driving growth in your company through an ecosystem strategy, and how to get started today. fire

Kenny will also discuss: • The hyperscaler opportunity and why it’s necessary • The characteristics of exceptional partnerships • The dysfunctions of a partnership (and how to prevent it) • + more Register here point_right https://us02web.zoom.us/webinar/register/WN_1vrOM8hDQmKDMwqrzjaC6Q
Tamara
Why (and How) to Build a B2B Affiliate Marketing Program spiral_calendar_pad Thursday, July 27, 10AM PT

How does B2B affiliate marketing work, and what role should the affiliate channel play in a modern B2B partnerships program?

In this panel discussion led by Matt Moore, Product Marketing at impact.com, veterans from across the B2B affiliate ecosystem will shed light on these topics, and suggest some best practices for anyone looking to create or grow a B2B affiliate marketing program. tada

Joining us as featured panelists are:Keemia Ferasat, Manager of Global Affiliate Marketing & Partnerships, Microsoft 365 • Tye DeGrange, CEO, Round Barn Labs • Zoe Mackay, Strategic Partnership Manager, Technology Advice

Register here point_right https://us02web.zoom.us/webinar/register/WN_bHmeM4sSRdm4Bd9xEVc8nA
Sarah Tooma
:+1:
Sunir Shah
@channel Are any of you thinking about INBOUND? We run the annual Agency cocktail party there which is a tradition. 400-600 agency people every year. Sponsors get the full contact list, brand presence, floor presence.

Hubspot revenue is 45%+ agency driven so that’s why we focus on agencies at INBOUND. Interested in co-sponsoring?
Jennifer Taurel
Hi Sunir, this sounds interesting. Can you share more information about the co-sponsorship, please?
Peter Evans - ExpertFile
Sunir….I am attending Inbound as well. Would appreciate hearing more …thanks..
Mike Allton
Heya @Sunir Shah! We haven’t yet committed to attend Inbound, but it’s looking more and more likely… and if we do I’d want in on this. What’s the investment?
Baskar
Hi Sunir, I’d love to attend and bring my colleagues to this event, could you please send me the registration link. Thanks
Morgan Hines
Hi @Sunir Shah - know we're getting close, but would love to connect on this
Sunir Shah
@Lindsey Ward {CSA Managing Director} can help you @Morgan Hines. she’s got all the details
Sunir Shah
Sunir Shah (AppBind, CSA President) [3:14 PM] @Lindsey Ward {CSA Managing Director} can help you @Baskar as well. she’s got all the details
Lindsey Ward {CSA Managing Director}
Hey all! I just reached out to you @Baskar, and @Morgan Hines. Looking forward to chatting on it!
Sarah Tooma
@Sunir Shah Hey Sunir. I am interested in learning more about the co-sponsoring opportunity. Can you send me some more information? Thanks!
Sunir Shah
Yup. hailing @Lindsey Ward {CSA Managing Director}
Sarah Tooma
Hey @Lindsey Ward {CSA Managing Director} is there any other information that you can tell me? I am aware of INBOUND in Sept. Sunir mentioned that it would be $3,500 to become a co-sponsor with him for the cocktail event.
Lindsey Ward {CSA Managing Director}
Hey Sarah! Yes, let's chat on it. I'll send you a dm
Sarah Tooma
Ok, thanks!
Sunir Shah
@channel Hey folks, I have a new child. Please meet @Huckleberry, my newborn baby robot. Huck is very young, but already helpful.

Slack search here is sadly limited to 90 days. Huck now keeps the entire archive of public channels on https://cloudsoftwareassociation.com/slack

There have been a lot of good answers from the community. I’m working on getting them fingertip ready for you so you don’t have to fire a dart into the wild and pray someone answers.
Jay McBain
Businesses and governments (globally) will spend $4.7 trillion this year on technology and telco. Close to three quarters will be sold or executed by the partner ecosystem.

A few things jump out in the TAM:

1. This is the first year (ever) that tech services are larger than telco services. The moment of convergence is officially behind us. 2. Managed services is now a half trillion dollar business globally. 82% of end customers outsource (some or all of) their IT. 3. Services continue to drive 2/3 of the entire pie - vendor success in the hardware and software categories relies on having solid resell, co-sell, co-marketing, co-retention, co-development, and co-innovation strategies. This opportunity brings together millions of partners, hundreds of thousands of vendors, and thousands of distributors. This industry also doubles in size in the next decade.

It is important to drill down from these total numbers (TAM) into the serviceable addressable (SAM) and serviceable obtainable (SOM) numbers and what the coverage, capacity, and capabilities of the partner ecosystem requires for growth. This is core to our research at Canalys.
Sarah Tooma
:+1:
Bernhard Friedrichs
Hello Everyone, I am curating a list of the best or most influential videos on Partnerships & Ecosystems topics that have been published so far. When I think of which videos I personally found super insightful, then those two directly come into my mind.

https://youtu.be/OkB8Ce6WvXo : Sarah Wang, Andreessen Horowitz: The best-performing companies are prioritizing partnerships.https://youtu.be/4Mf9iKWs1-8 : Andy Drummond, Zift Solutions: SaaS Metrics Masterclass for Buy-In And there are definitely more. I would love to hear what are your personal favorites and why? Thank you for sharing.
robin nagpal
Hi, I am Robin, Founder of DoDAO.

We are a customer acquisition and engagement platform and our deal size is ~50K. We have a very small team and all the sales have been handled by me so far. We need to expand our sales and I am looking forward to connecting with you all.

I live 2 hr from Toronto, Canada. If anyone around, would love to meet in person simple_smile
Tamara
Welcome to the community, Robin!
Scott Hanrahan
Partner co-sell commissions question - should the partners be charging us taxes on their invoices? thread
Scott Hanrahan
Some partners in some countries are adding taxes on top of their invoices for their co-sell commissions and some aren't. Our legal team wants to make a clause in our partner agreement that basically says "we don't care about your taxes, you can invoice us for x% of the deal and that's it". I think it's so that we can have a predictable amount to book as cost of sale. What is the best practice here, anyone know?
Sunir Shah
Disclaimer: I am not a lawyer or a certified accountant. This isn't professional advice.

I can't see any reason sales tax should apply. I am not sure what invoiceable taxes they presented? Probably a mistake of their accounting system or their confusion about invoices. Commission is “non-taxable”.

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-invoice-a-client-for-the-commission-i-have-earned-for/00/201692

Commissions are treated income. As the payer, from a tax point of view, assuming you are in the US, they need to file W9 or W8BEN or W8BEN-E forms and you need to file the counterpart 1099 and 1099-INT.

When we added commission payouts inside AppBind, we implemented it so the partners submit their tax forms and we submit to the IRS whenever we do a commission pay out on behalf of a vendor. The platform also acts as the payer of record so the tax nexus is the US to simplify things.

What platform are you using for commission payouts? Surely it is set up the same way?
Scott Hanrahan
Thanks for your reply. Most of the partners who are invoicing us taxes are in other countries. For example, all of the Israeli partners are adding 20%. Do you know if what you wrote applies similarly there?
Sunir Shah
Your legal team may be mollified with “Taxes. Commissions owed will be net of taxes. You are responsible for compliance with your local tax authorities for receiving. We are responsible for compliance with the tax authorities in the United States for the payment of commissions.” to the commission calculation clause.

Note this clause doesn't really say anything that isn't already the law. No contract term can supersede tax law nor contravene it. In the case of miscommunication or misunderstanding that leads to tax mistakes, this clause will do nothing to solve the confusion. You'll still get improperly constructed invoices.

Lawyers love writing clauses but I'd challenge your legal team to think holistically. They have a hammer and look for nails. However they decided to join general counsel, and work inside the operations of a business. They should take a breath and think about the business.

So many times general counsel kills us in business development since they act like they are intransigent but that's because they are also afraid of screwing up.

Appeal to the part of them that was excited about being operational. Solve the actual problem. Do some six sigma with them. Keep asking why until you get to the heart of the problem which is your partners simply don't know what to do. Solve that with education or a software-driven process.
Scott Hanrahan
Sure, but at the end, it sounds like you're saying that it's ok for us to write into the contract that commissions are net of taxes, so I think that answers the question - there shouldn't be taxes on the invoice that add up to more than the amount that we agreed to pay them. Thanks!!
Sunir Shah
Yes
Sunir Shah
VAT is a guilty until proven innocent tax regime
Sunir Shah
What is common in many countries is commissions are net of taxes
Sunir Shah
The recipient calculates and files. Each country may change what is vattable
Sunir Shah
In the United States there is no VAT, so you have to act like a US corp exporting. The recipient importer has to handle local taxes.

What they want is to pass the VAT buck to you. That is a policy choice to accelerate in local regimes. If you have a local tax nexus where the partner is that may be fine since you can reclaim VAT but it isn't necessary.
Scott Hanrahan
right, understood!
Sunir Shah
To be clear they can send you an invoice with taxes but the net amount should be the same as you agreed. This is the use tax form of VAT
Sunir Shah
I haven't even had coffee yet. Taxation before tea led to a revolution once. Hmm.
Sunir Shah
I thought about it more. I think you should add the net tax clause. VAT is an import export control since it isn't meant to affect transactions internal to the local supply chain.
Sunir Shah
The laws change for trade reasons randomly.
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Upcoming Events spiral_calendar_pad

admission_tickets Why (and How) to Build a B2B Affiliate Marketing Program | Thursday, July 27, 2023, 10AM PT In this panel discussion led by Matt Moore, Product Marketing at impact.com, veterans from across the B2B affiliate ecosystem will shed light on these topics, and suggest some best practices for anyone looking to create or grow a B2B affiliate marketing program. point_right Register here.

Submit your events HERE!

Posts to check out boom

@Jay McBain shares great insights on how Businesses and governments (globally) will spend $4.7 trillion this year on technology and telco. Read more here.

@Will Taylor shared the Nearbound Sales Blueprint. Check it out and share your thoughts!

@Ali Spiric is looking to connect with partnerships pros! Get connected.

@Andrew P shared a customer event that Pariveda is hosting during the AWS Summit New York on July 27th. Get the details here.

@Bernhard Friedrichs is hosting the Summer Edition of the Partnerships Meetup Berlin! Sign up here.

@Bernhard Friedrichs also shared a post on how to build a Partner Strategy Map, and details on his new service. Check it out.

@Sunir Shah asks about what tools you may be using to detect which of your customer accounts have a consultant managing it for a customer. Join the convo.

Job Opportunities briefcase Visit #jobs!

Hypgraph is hiring a Senior Partner Manager.

Katapult is hiring a Partner Business Development Manager.

FullStory is hiring a Senior Manager, ISV & Technology Allicances.

Supermetrics is hiring a Technology Partnerships Manager.

Living Security is hiring a Channel Account Manager.

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Check out the Masterclass Playlist

Welcome to all of our newest CSA members tada wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Usha Kalva
We’re starting the CCO Masterclass with Rod Cherkas in 30 minutes!

Rod Cherkas is the CEO of HelloCCO, he is a leading global consultant and advisor to Chief Customer Officers and their post-sale leaders. He has been a post-sale executive at several of Silicon Valley’s most customer-centric companies, including Intuit, RingCentral, Marketo, and was previously VP of Global Professional Services at Gainsight.

He will lead an action-oriented discussion about one of the strategies elucidated in his book. This session is relevant for customer onboarding and professional services leaders, and front-line team members who need to collaborate with their cross-functional peers.

Here is the link: https://rocketlane.zoom.us/meeting/register/tZEqfuGhrjspEt0Jb4C-PkZGXS2282rPnmde
Tamara
spiral_calendar_pad THIS THURSDAY, 10AM PT @channel point_right Why (and How) to Build a B2B Affiliate Marketing Program

How does B2B affiliate marketing work, and what role should the affiliate channel play in a modern B2B partnerships program?

In this panel discussion led by Matt Moore, Product Marketing at impact.com, veterans from across the B2B affiliate ecosystem will shed light on these topics, and suggest some best practices for anyone looking to create or grow a B2B affiliate marketing program. tada

Joining us as featured panelists are:Keemia Ferasat, Manager of Global Affiliate Marketing & Partnerships, Microsoft 365 • Tye DeGrange, CEO, Round Barn Labs • Zoe Mackay, Strategic Partnership Manager, Technology Advice

Register here point_right https://us02web.zoom.us/webinar/register/WN_bHmeM4sSRdm4Bd9xEVc8nA
Sarah Tooma
Will there be a recording of this webinar? I will be at a live event on Thursday all day, but I would like to learn this information. Let me know. Thanks!
Tamara
Hey Sarah, it will be recorded! I'll drop the recording here after simple_smile
Sarah Tooma
Ok, great! Thanks!
robin nagpal
Are there any platforms that enable partnership at Business Development Representative level also?
Sunir Shah
Reveal, Crossbeam are account mapping tools for this purpose
Vaughn Mordecai
I'm with #Mindmatrix so take it for what it's worth smiley - but we have a platform devoted to exactly that, core Bus Dev activities in partnerships. And, a partnership with Reveal to cover public account mapping. Let me know if you want to chat about it (DM). Our own Bus Dev folks use it to drive their everyday activities.
robin nagpal
Thanks @Sunir Shah @Vaughn Mordecai!
Tamara
TODAY, 10AM PT @channel point_right Why (and How) to Build a B2B Affiliate Marketing Program

How does B2B affiliate marketing work, and what role should the affiliate channel play in a modern B2B partnerships program?

In this panel discussion led by Matt Moore, Product Marketing at impact.com, veterans from across the B2B affiliate ecosystem will shed light on these topics, and suggest some best practices for anyone looking to create or grow a B2B affiliate marketing program. tada

Joining us as featured panelists are:Keemia Ferasat, Manager of Global Affiliate Marketing & Partnerships, Microsoft 365 • Tye DeGrange, CEO, Round Barn Labs • Zoe Mackay, Strategic Partnership Manager, Technology Advice

Register here point_right https://us02web.zoom.us/webinar/register/WN_bHmeM4sSRdm4Bd9xEVc8nA
Tamara
@channel Starting now! point_right Why (and How) to Build a B2B Affiliate Marketing Programboom

In this panel discussion led by Matt Moore, Product Marketing at impact.com, veterans from across the B2B affiliate ecosystem will shed light on these topics, and suggest some best practices for anyone looking to create or grow a B2B affiliate marketing program. tada

point_right It's not too late to join the convo here!
Tamara
Join us! simple_smile
Sanjay Goel (NachoNacho)
Sorry had a schedule conflict. Look forward to the recording!
Tamara
Happy Monday, Cloud Software Association! tada Here's your weekly roundup of what's been happening in the community and what's coming up next! eyes

Posts to check out boom

@Will Taylor is recruiting experts onto the Howdy Partners Podcast. Get connected!

@robin nagpal is looking for platforms that enable partnership at Business Development Representative level. Share your thoughts.

Job Opportunities briefcase Visit #jobs!

Hypgraph is hiring a Senior Partner Manager.

Katapult is hiring a Partner Business Development Manager.

FullStory is hiring a Senior Manager, ISV & Technology Allicances.

Supermetrics is hiring a Technology Partnerships Manager.

Living Security is hiring a Channel Account Manager.

Your Action Steps! arrow_down

ballot_box_with_check Apply to speak for CSA Events! ballot_box_with_check Check out the Masterclass Playlist

Welcome to all of our newest CSA members tada Cross, Jesse Paliotto, Esraa Alaa, William Armstrong, Tyson Brown, Chuck Fazio, Matouš, and robin nagpal. wave Don't forget to introduce yourself in #intros!

star️ Want to get included in our new weekly round-ups? Have feedback on what you'd like to see? We want to know! Message @Tamara with all the details!
Will Taylor
Thank you simple_smile Excited to have more of y’all on to discuss all things partnerships!
Ali Spiric
@Will Taylor That is a GENIUS name for a podcast - kicking myself for not thinking of it first. Hahaha
Will Taylor
@Ali Spiric now I just need a cowboy hat!!
Bernhard Friedrichs
Hi, if you looking for guidance on how to build your Ideal Partner Profile (IPP) check this free guide. https://www.linkedin.com/feed/update/urnliactivity:7094233026846408704
Thomas (SaneBox)
Looking for any recommendations for app store optimization companies. We are looking to scale our app.
robin nagpal
Anyone working at a marketing agency? I wanted some information on how do you set success KPIs for the projects and how do you budget for them ?
Sunir Shah
we talk about this in our sister community, agencycocktails.com
robin nagpal
Thanks @Sunir Shah! This is exactly what I was looking for!
Sunir Shah
I’m working on revving that up again with INBOUND around the corner and the nuclear winter of 2023H1 ending
Sunir Shah
Hey folks, I have a secret admission to make. 2023H1 kind of sucked and it ate up 200% of my attention. I’m coming up for air. I want to a sense of what the the people here NEED to be focused on to make 2023 work.

What go to market campaigns are still funded and in progress with you right now? I think we need to focus our Cloud Software Association time and resources on coordinating campaigns to reduce costs and increase market reach by collaborating. It’s on average the most accretive thing partnership teams can be doing right now.

e.g. conferences, webinars, community, ebooks, working inside markets like AWS/Azure/GCP, partner acquisition. What’s in front of you right now?
Tracey Saenz
Does anyone have examples of great messaging to partners? TIA!
Sunir Shah
also I have a positioning statement on partnernapkin.com
Tracey Saenz
This is awesome & useful, but I'm looking for messaging from an ISV looking to pitch to a partner (like a cloud provider, for example). I know I need to pitch them on how we drive more deals, bigger deals, higher margins... but looking for inspiration. simple_smile

Thanks!
Sunir Shah
The partner position statement is the messaging; then you prove it with data.
Sunir Shah
You have to derive the value from the customer demand, the gap in the value prop of the partner, and how your solution closes the gap to drive more sales together
Sunir Shah
On the back of the napkin is the integration launch plan as well, which is from here https://www.cloudsoftwareassociation.com/2019/07/11/the-complete-integrated-partnership-launch-checklist/
Tracey Saenz
Yeah, I have the positioning but creativity is where I fall short. Our software makes digital transformation successful (which drives technology adoption). I have the functional message, looking for inspo to jazz it up for marketing campaigns.
Sunir Shah
like a 2 pager or battle card design?
Sunir Shah
graphic design template?
Tracey Saenz
2 pager would be great
Bernhard Friedrichs
Hi again,

I am curating a list of the best or most influential videos on Partnerships & Ecosystems topics published so far. Two videos that I personally found super insightful are: movie_camera https://lnkd.in/etX5qF24 : Sarah Wang, Andreessen Horowitz: The best-performing companies are prioritizing partnerships. (Supernode 2022, Crossbeam) movie_camera https://lnkd.in/ezdQVaab : Andy Drummond, Zift Solutions: SaaS Metrics Masterclass for Buy-In (Masterclasses, Cloud Software Association)

And there are definitely more! What are your personal favorites and why? Thanks for sharing. I also asked on a post on LinkedIn. https://www.linkedin.com/posts/bfriedrichs_andreessen-horowitzs-sarah-wang-the-best-a[…]351845343233-NgII

Feel free to answer in the comments, DM me or email me .

I will share the list with everyone and keep it updated.

Thanks, Bernhard
Marina Barsoum
Hey all! You may have seen this posted earlier by Kelly Sarabyn, but this week, HubSpot is hosting a webinar on building and scaling your B2B affiliate marketing program.

This panel is featuring Nicolette Lopes from PartnerStack, Jennifer Rhima from Apollo.io and Lynsey Mc Hugh from HubSpot's own affiliate team. Hope to see you there!!

Details: Wednesday, August 16th at 2 PM EST

Register Here
Craig Gleason (Tealbook)
Good morning, everyone. Just under a year ago, I embarked on becoming a fractional partner/alliance/channel leader. I have started a series of LinkedIn articles on what that has been like (part one was published today). I thought I would share the link here in case anyone is interested; https://www.linkedin.com/posts/craigmgleason_fractional-partners-journey-activity-709[…]145263853568-lr0W?utm_source=share&utm_medium=member_desktop
Scott Hanrahan
"Partner organizations in the tech sector are always the last to get any attention and rank close to the bottom of the internal investment list. As a result, organizations scramble when they hit a particular part of their growth cycle and implement a strategy that doesn’t make sense, set unrealistic goals, don’t put the systems in place to support the business, have no alignment with internal departments and staff it with individuals who have no experience or don’t really want to be there." lol amazing
Craig Gleason (Tealbook)
It's almost one of those "funny because its true" moments. Thanks Scott. Lets connect one of these days .
Tamara
boom The single best room to connect with SaaS leaders during Dreamforce! boom @channel

In San Francisco for Dreamforce? Grab a drink and a bite with your peers. Meet other SaaS companies, and leaders to network and create partnerships.

Located steps from Moscone center, this is the warmest room to build relationships at Dreamforce.

Want to meet other SaaS marketing and partnership professionals? We will make introductions! Let us break the ice. We'll help you make the most of your time in San Francisco and Dreamforce by making introductions to anyone else coming to our cocktail party if you opt in.

Thank the hosts and sponsors! This party is hosted by the Cloud Software Association and its partners Salesforce, Aquiva Labs, InVisory as a way of thanking our partners and meeting new people at Dreamforce. Give them a high five in San Francisco. simple_smile

point_rightGRAB YOUR FREE TICKET!
Tamara
spiral_calendar_pad Importance of Partner Operations + Enablement & the Impact on Agencies @channel Thursday, August 24, 2023, 10 AM PT

Join Lindsey Ward from Cloud Software Association as she guides the discussion featuring industry experts Shubham Sood from JustCall, Christi Williams from HubSpot, and Vince De Benedetto from Automated Dreams.

Together, they will dive into a conversation about the significance of partner operations and enablement, and its impact on agencies. This insightful panel will provide valuable insights, strategies, and real-world experiences that shed light on the dynamic role of partner operations.

They will discuss topics like: • Why is Partner Operations an important focus area for SaaS businesses? • Key differences observed in partner behavior pre/post enablement • Agency perspective on a streamlined order of operations and enablement • Tools, training, and resources needed for partners to be successful • How to track partner enablement goals

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_xMyNFQN1ShO4jLTE7D2VXQ
Joe Rhoton (Cision)
Hey Team - currently building out a technology partnership strategy for Cision/PRNewswire. Looking for any guidance, playbooks, templates specifically as it relates to the partner sourcing and evaluation process. Ie: how do you ensure that you're evaluating the right partner? Scoring framework to ensure there is good fit? Etc. I'm sure there's been multiple topics on this here but figured i'd surface it up to the top.
Tracey Saenz
I actually just downloaded this template from Reforge (I recommend signing up for access to their Artifacts... some great templates there).
Joe Rhoton (Cision)
You're the best! I'll take a look.
Sunir Shah
And I put a bunch of worksheets up on PartnerNapkin.com as well including the expected value calculation at the bottom, the positioning statement, and customer handoff process
Sunir Shah
The EV calculation is how you score the partner
Sunir Shah
The positioning statement tells you if there is fit
Sunir Shah
The checklist tells you if the partner has their shit together to go to market.
Tamara
spiral_calendar_pad THIS THURSDAY point_right Importance of Partner Operations + Enablement & the Impact on Agencies @channel August 24, 2023, 10 AM PT

Join Lindsey Ward from Cloud Software Association as she guides the discussion featuring industry experts Shubham Sood from JustCall, Christi Williams from HubSpot, and Vince De Benedetto from Automated Dreams.

Together, they will dive into a conversation about the significance of partner operations and enablement, and its impact on agencies. This insightful panel will provide valuable insights, strategies, and real-world experiences that shed light on the dynamic role of partner operations.

They will discuss topics like: • Why is Partner Operations an important focus area for SaaS businesses? • Key differences observed in partner behavior pre/post enablement • Agency perspective on a streamlined order of operations and enablement • Tools, training, and resources needed for partners to be successful • How to track partner enablement goals

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_xMyNFQN1ShO4jLTE7D2VXQ
Laurent St-Pierre
Hey everyone! Are any of you attending Google Next next week? It would be great to connect with other partnership professionals in the Google ecosystem while I'm there raising_hand

https://cloud.withgoogle.com/next
François Grenier
i would - missed on that when it was already sold out.
Sanjay Goel (NachoNacho)
I’m attending. I can be reached at and
Sanjay Goel (NachoNacho)
In the meantime, let’s get Unito listed in our B2B SaaS Marketplace (https://nachonacho.com/marketplace)! I can have our partnerships lead reach out to you… what’s the best email for you?
Tamara
spiral_calendar_pad TOMORROW point_right Importance of Partner Operations + Enablement & the Impact on Agencies @channel August 24, 2023, 10 AM PT

Join Lindsey Ward from Cloud Software Association as she guides the discussion featuring industry experts Shubham Sood from JustCall, Christi Williams from HubSpot, and Vince De Benedetto from Automated Dreams.

Together, they will dive into a conversation about the significance of partner operations and enablement, and its impact on agencies. This insightful panel will provide valuable insights, strategies, and real-world experiences that shed light on the dynamic role of partner operations.

They will discuss topics like: • Why is Partner Operations an important focus area for SaaS businesses? • Key differences observed in partner behavior pre/post enablement • Agency perspective on a streamlined order of operations and enablement • Tools, training, and resources needed for partners to be successful • How to track partner enablement goals

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_xMyNFQN1ShO4jLTE7D2VXQ
Jochen Talmon (NachoNacho)
Are there any good resources/ lists for SaaStr happy hours or meetups?
Tamara
spiral_calendar_pad STARTING NOW point_right Importance of Partner Operations + Enablement & the Impact on Agencies @channel

Join Lindsey Ward from Cloud Software Association as she guides the discussion featuring industry experts Shubham Sood from JustCall, Christi Williams from HubSpot, and Vince De Benedetto from Automated Dreams.

Together, they will dive into a conversation about the significance of partner operations and enablement, and its impact on agencies. This insightful panel will provide valuable insights, strategies, and real-world experiences that shed light on the dynamic role of partner operations.

They will discuss topics like: • Why is Partner Operations an important focus area for SaaS businesses? • Key differences observed in partner behavior pre/post enablement • Agency perspective on a streamlined order of operations and enablement • Tools, training, and resources needed for partners to be successful • How to track partner enablement goals

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_xMyNFQN1ShO4jLTE7D2VXQ
Tamara
Thank you to everyone who joined our panel today for a great discussion on Partner Operations and Enablement. We had a few questions that we ran out of time to discuss. We'd love to throw it out to the community to share your thoughts! Also tagging @Shubham Sood @Lindsey Ward {CSA Managing Director} @Christi Williams

Got ideas? We'd love to hear from you! arrow_down

Q1: Do you use partnerships to enter market sectors that is new to both partners, or do you prefer to leverage a hold that a partner has in a sector to enter it yourselves?
Tamara
Q2: In terms of the technology or digital tech/systems you provide your partners access to - do you find some get more adoption than others? _i.e. learning management vs PRMs vs co-sell/co-marketing tools vs lead/deal reg, etc_
Tamara
spiral_calendar_pad How to Leverage the Startup Ecosystem to Accelerate Your Go To Market Growt*h @channel August 31, 2023, 10 AM PT

We are all focused on growing our business. We want the lowest cost go-to-market with the greatest ability to scale - That’s where startup partnerships come in. How can you focus on this fast growing high potential segment as part of your GTM motion?

This talk by *Kelsey Aina, Senior Head of Startup Partnerships at HubSpot
, will guide you through building a successful startup partnership program and discuss strategies to get to market faster and scale with less friction. fire

Learn how HubSpot has scaled its Startup Program over 10 years into a global program of 5,000 partners and 25,000 startups. You will walk away with tangible takeaways and the next steps that you can take to launch your own program.

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_MawcjZCYTCyD_KZv5aR8eQ
Sunir Shah
@channel I think I’ve heard enough from CEOs, CROs, and VCs this year to see where the wind is blowing in terms of investment in business and market development, and therefore partnerships and ecosystems.

I’m collecting data on market trends in SaaS. The only place to be as a revenue leader is in the middle of the revenue stream. If your team is not directly in the path of customers beating down your door giving you money, it’s time to fix that.

I created the channel #research to collect data. Please join me if you’re also wondering how to find streams of revenue we can leverage into.
Sunir Shah
@channel I upgraded the Slack archive. It now includes replies to comments so we can look for questions and answers. https://cloudsoftwareassociation.com/slack
Sunir Shah
@channel Hey folks, I’ve upgraded my pet robot @Huckleberry again. You can now search all of the Slack history, link directly to the Slack archives, and it provides a summary of the conversation so far. Try a query like

/huck How do I convince my CEO to invest in partnerships?
p.s. please Help Huck learn by rating the responses with :+1: or -1.
Matouš
@Arman Nijadiyan Hi Arman, one of my partners (Luigi's Box) uses the preview functionality in our customer onboarding process, not sure if it is your product, but I love working with it simple_smile. Does Vercel work with external full cycle bizdev partners on some markets? Why am I asking? We are positioned well for CEE markets, our focus on SME & corporate ecommerce means that every larger dev studio is already in touch with us in some capacity, often through their big customers.
Tamara
THIS WEEK! spiral_calendar_pad How to Leverage the Startup Ecosystem to Accelerate Your Go To Market Growt*h @channel Thursday, August 31, 2023, 10 AM PT

We are all focused on growing our business. We want the lowest cost go-to-market with the greatest ability to scale - That’s where startup partnerships come in. How can you focus on this fast growing high potential segment as part of your GTM motion?

This talk by *Kelsey Aina, Senior Head of Startup Partnerships at HubSpot
, will guide you through building a successful startup partnership program and discuss strategies to get to market faster and scale with less friction. fire

Learn how HubSpot has scaled its Startup Program over 10 years into a global program of 5,000 partners and 25,000 startups. You will walk away with tangible takeaways and the next steps that you can take to launch your own program.

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_MawcjZCYTCyD_KZv5aR8eQ
Tom Lonergan
the registration link isn't working. Can you resend?
Tamara
Sorry about that, @Tom Lonergan! Link is updated above, and here it is once more: https://us02web.zoom.us/webinar/register/WN_MawcjZCYTCyD_KZv5aR8eQ
Tamara
In San Francisco for Dreamforce? Grab a drink and a bite with your peers. Meet other SaaS companies, and leaders to network and create partnerships. wine_glass

Located steps from Moscone center, this is the warmest room to build relationships at Dreamforce. Want to meet other SaaS marketing and partnership professionals? We will make introductions! We'll help you make the most of your time in San Francisco and Dreamforce by making introductions to anyone else coming to our cocktail party if you opt in.

Thank you to our hosts and sponsors! This party is hosted by the Cloud Software Association and its partners Salesforce, Aquiva Labs, InVisory as a way of thanking our partners and meeting new people at Dreamforce. Make sure to say hello in San Francisco. wave

REGISTER NOW point_right https://www.eventbrite.ca/e/saas-connect-cocktails-during-dreamforce-tickets-699027759847
Danny Deganis
What channel events have you attended in 2023 that were worth the spend?
Sunir Shah
Do you mean IT channel, like MSPs?
Tamara
THIS THURSDAY! spiral_calendar_pad How to Leverage the Startup Ecosystem to Accelerate Your Go To Market Growt*h August 31, 2023, 10 AM PT

We are all focused on growing our business. We want the lowest cost go-to-market with the greatest ability to scale - That’s where startup partnerships come in. How can you focus on this fast growing high potential segment as part of your GTM motion?

This talk by *Kelsey Aina, Senior Head of Startup Partnerships at HubSpot
, will guide you through building a successful startup partnership program and discuss strategies to get to market faster and scale with less friction. fire

Learn how HubSpot has scaled its Startup Program over 10 years into a global program of 5,000 partners and 25,000 startups. You will walk away with tangible takeaways and the next steps that you can take to launch your own program.

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_MawcjZCYTCyD_KZv5aR8eQ
Sunir Shah
@channel Hey folks, I upgraded @Huckleberry again! • The Slack is now archived on https://www.cloudsoftwareassociation.com/slack • The Slack and website is searchable from right here • The robot summarizes what we know. • Answers are private to you. It now knows about all the blog posts, which include summaries of the majority of our video archive. Feel free to ask it whatever you want, and probably we have some kind of answer in the community collective knowledge. Here’s an example query.

/huck How do I launch an integration?
p.s. Please help out and click the :+1: and -1 buttons to rate the summaries.
Rajiv Ramanan
Hi All.. looking to connect with folks from SHI and CDW - execs looking into cloud infra and top saas tools ( MS, Google, Atlassian, Zoom etc) would be super helpful..
Sunir Shah
One of my investors is at CDW.
Sunir Shah
I know someone at SHI, but midlevel
Rajiv Ramanan
awesome sunir! dm ing you!
Rohan Batra
Hello All,

I was fortunate enough to share my knowledge and experience about partnerships on a podcast recently. You may view it on youtube here: https://youtu.be/KRXHwga8c3k?si=fHpf5GmN2QNWVBpi

I welcome your feedback and/or follow up conversations if desired; just connect with me on LinkedIn or DM me here!
Tamara
TODAY, 10AM PT! spiral_calendar_pad How to Leverage the Startup Ecosystem to Accelerate Your Go To Market Growt*h

We are all focused on growing our business. We want the lowest cost go-to-market with the greatest ability to scale - That’s where startup partnerships come in. How can you focus on this fast growing high potential segment as part of your GTM motion?

This talk by *Kelsey Aina, Senior Head of Startup Partnerships at HubSpot
, will guide you through building a successful startup partnership program and discuss strategies to get to market faster and scale with less friction. fire

Learn how HubSpot has scaled its Startup Program over 10 years into a global program of 5,000 partners and 25,000 startups. You will walk away with tangible takeaways and the next steps that you can take to launch your own program.

point_right REGISTER HERE: https://us02web.zoom.us/webinar/register/WN_MawcjZCYTCyD_KZv5aR8eQ
Sunir Shah
@channel What am I focused on for 2023Q3 at the Cloud Software Association?

1. Every CMO/CRO/CEO is looking for 30 points of revenue growth right now on the march to cashflow positivity across SaaS. I’m collecting tactical case studies from the members and vendors on how you’ve done this or can achieve this.

2. SaaS Connect is about connecting cloud software companies to go to market together. I’m working on coordinating our members for go-to-market campaigns to lower our costs and expand our reach by working together.

ACTIONS: • Do you have any answers on how to grow revenue by 30 points? • Can you tell me what go-to-market campaigns you’ve budgeted for in the next 6 months? (DM me if you need to keep it private.)
Tamara
@channel Starting now! point_right How to Leverage the Startup Ecosystem to Accelerate Your Go To Market Growthboom

This talk by Kelsey Aina, Senior Head of Startup Partnerships at HubSpot, will guide you through building a successful startup partnership program and discuss strategies to get to market faster and scale with less friction. tada

point_right It's not too late to join the convo here!
Galina Shmeleva
Is there a recording?
Craig Gleason (Tealbook)
For those of you who may have read part one of my article series on being a fractional employee, I just published part two on LinkedIn: https://www.linkedin.com/pulse/351-days-fractional-employee-counting-part-2-craig-gleason.
Sunir Shah
we have a new channel this may be interesting for #partnership-consultants
Craig Gleason (Tealbook)
Awesome. Thanks Sunir.
Tamara
In San Francisco for Dreamforce? Grab a drink and a bite with your peers. Meet other SaaS companies, and leaders to network and create partnerships. wine_glass

Located steps from Moscone center, this is the warmest room to build relationships at Dreamforce. Want to meet other SaaS marketing and partnership professionals? We will make introductions! We'll help you make the most of your time in San Francisco and Dreamforce by making introductions to anyone else coming to our cocktail party if you opt in.

Thank you to our hosts and sponsors! This party is hosted by the Cloud Software Association and its partners Salesforce, Aquiva Labs, InVisory as a way of thanking our partners and meeting new people at Dreamforce. Make sure to say hello in San Francisco. wave

REGISTER NOW point_right https://www.eventbrite.ca/e/saas-connect-cocktails-during-dreamforce-tickets-699027759847
Sunir Shah
@channel who else is facing the Microsoft Azure mandate to go to public transactable billing inside of months? Are you worried or do you know what to do about it?
SUNANDO (CEO, apiculus.com)
What's are they specifically asking
Sunir Shah
They seem to want isvs to sell through direct billing integration instead of private offer
Sienna Quirk
My understand is that private offers are still an option but ISVs need to get to transactable. Happy to set up time to chat more about it if you'd like. Our team has been tracking this and helping our customers manage through the changes
Sunir Shah
@Sienna Quirk yes I'd love to talk.
pummy sinha
Hi, Azure requires ISV offer to be transactable & IP co-sell approved on Azure marketplace. Based on the approved offer, public & private plans can be created. Done this recently for customers and CSPs through marketplace. Happy to discuss details.
Amin Taghipour
Who is using Stripe or similar payment solutions for their business? What do you think a bout their services?
Sunir Shah
Love Stripe. Why do you ask?
Bernhard Friedrichs
Hello wave, Is anyone going to SaaStr Annual Conference in San Francisco this week? Drop me a DM if you like to meet.
Alex Sutherland
Hey guys, I recently came across this amazing tool called Ludero, where you can create educational games. For PartnerVerse, we are going to use them to explain to users both how to use our product and to offer games to teach startups about partnerships. We're also planning on recommending them to users who create tech partnerships within PartnerVerse that require training on how to use. I was wondering if there's anything people currently use to similarly gamify their education/onboarding? If not, it may be interesting for some of you to take a look at to teach users about new integrations and features (and also to keep users engaged with your product). Here it is https://www.ludero.com/
Len Martin
Alex, I think this is a very interesting idea...gamifying partner onboarding.
Alex Sutherland
Yeah definitely @Len Martin! They're early stage so at the moment the games have to be hosted on their platform, but soon you'll be able to put the games on your site/partner portal. Glad you found it interesting - I thought it was such a cool concept and wanted to help them get the word out. They've also joined PartnerVerse, so I like them even more smile
Lamar Williams
Hello Everyone - I am working on developing our diversity frameworks for partners, and I was wondering if any of information on what you have done? Any thoughts on best ways to address a scenario as this? Thanks in advance for any feedback.
Sunir Shah
There is some discussion if you ask @Huckleberry. Use the /huck command
Sunir Shah
What's your corporate mandate and goal?
Prathik N Sunku
Hello everyone,

We have a very interesting webinar coming up! I personally invite you all! Tomorrow 10:00 am to 11:00 am (pacific time). Luminoso has enabled AI and text-analytics based actionable intelligence across various fortune 1000 brands. How have we done that? This webinar will help you discover the details! Here is the webinar link: https://register.gotowebinar.com/register/6594193877117501532?source=luminoso

Over the course of Luminoso's history, we've worked with hundreds of people across a multitude of use cases, learning so much along the way. This webinar will go over some of our most memorable stories and use cases, using Daylight to explore and see how the engine understands itself through the lens of our own team's stories. Join to learn the multitude of ways Daylight has delivered value to our clients across industries, and find out whether there are ways you could be using Daylight that you haven't thought of yet.
Sunir Shah
@channel With the increased pressure to realign our roles, I’ve heard renewed demand to (re)create the executive private room here in Slack (#) to have a focused place to ask difficult questions with peers. Who’d like to join? DM me. Criteria VP or CXO and above at SaaS companies.
Sanjay Goel (NachoNacho)
me!
Vaughn Mordecai
I'm in
Naomi Dreifuss
I’m in!
patricia rush
I’m in
Carlos Castillo Limas
Hi, general question... in a SaaS business, how common is to have a Sales Reseller/Partner program to go to market?
Sunir Shah
It’s pretty common.

The biggest factor is whether customers use consultants or agencies or SIs when buying, implementing, or operating your software. You should be asking every customer during sales and onboarding if another company will help the customer with implementation.

The biggest factor is having a channel that’s big enough to justify investment. Most channel programs are run too expensively for various reasons, even if there is market demand.

We have a #channel-partnerships channel for this topic by the way. You can also ask @Huckleberry by “/huck ask a question here” to summarize the past conversations for you.
Carlos Castillo Limas
Great, thanks Sunir, let me take a look at that.
Carlos Castillo Limas
Ok seems sending messages to Huckleberry is turned off.
Carlos Castillo Limas
Sunir Shah
Did you use /huck command
Sunir Shah
I haven't turned on dms yet
Sunir Shah
That will be more interesting as it will be Chatgpt like
Carlos Castillo Limas
Right, got it, thanks!
Sunir Shah
@channel Reminder… we created a private # channel for those people who are working in SaaS companies at the leadership level (VP or CXO level).

This creates a place to talk about bigger problems like how to report to the board, deal with the compressed budgets, managing staff, and win strategic alignment.

Hit me up if you want to join.
Sunir Shah
We also have #partnership-consultants for the consulting community to trade know how; right now that one is public though I can make it private if there’s enough demand.
Theresa Caragol
we would love to support you.
Sunir Shah
@channel I’d appreciate if everyone asked Huckleberry a question and gave a thumbs up or down so I can get some feedback on how it’s doing. Just type /huck and ask it a question.
Jake Sabbah
What's your company crush?*

Hi CSA Community! Not too long ago, I was laid off from my job and found it maddening that there wasn't effective way to stay on top of the companies that I loved, for the roles that I was interested in. We all have our company "crushes"
(cough cough, OpenAI) but how can you know when they open up that elusive AE, AM or CSM role that you're vying for?

This led me to create Crush, a job-seeking site that allows you to search for *_specific_ roles at _specific_ companie*s, and get alerts when those roles open up. I just released a free beta version, and want to give back to this awesome community. Please take a look, test it out, and find your next best job!

https://crushco.app/ *Crush
Find your next best job
Sunir Shah
That’s a fun idea! please crosspost in #jobs
Sunir Shah
@channel We renamed the #templates channel to #resources as a place to request and add your resources. @Huckleberry will work on building a resource library from what’s attached in that room.
Justin Zimmerman
Hey ya'll i've been heads down on a few things. Here's a look inside my partner webinar playbook / partner sourced MQL generation machine.... https://www.loom.com/share/What-Im-currently-working-on-100s-of-MQLs-a5c9b93340f94571836142072e332727
Lindsey Ward {CSA Managing Director}
Hey @channel! Want to crush your EOY goals?

Learn the BD & Partnerships playbook that gets you promoted

Firneo is launching an 8-week certification program for creating game-changing partnerships that accelerate your company and your career! What if you had a clear playbook of frameworks and tactics to help you:

arrow_right Have a clear process for building scalable strategic partnership deals arrow_right Build and prioritize a pipeline of the highest-impact deals arrow_right Overcome roadblocks to close partnership deals quickly arrow_right Align with internal stakeholders in Product, Marketing, Legal, and Finance to gain buy-in and secure resources

Access that and more with Firneo! The next cohort is October 7th - December 1st, 2023 Self paced learning + weekly live sessions on Wednesdays 6-8 PM ET. Applications Close: September 22nd 2023 They gave us a special offer for CSA Members: Get a FREE 1:1 mentor coaching session upon enrollment.

https://courses.firneo.com/cloud-software-association
Alex Sutherland
Hey guys, to get PartnerVerse in the hands of more innovators, we'll be launching on Product Hunt on Tuesday (19th). I'd love it if you guys could check it out - there will be a full walkthrough video of the system, so you can get a proper understanding of how it's designed to make your life building partnerships much easier. Support and upvotes would be incredibly appreciated - getting us in the Top 10 for the day would be huge, and could help us build more features to make your lives even easier much faster raised_hands. If you're happy to support then please do visit this link and click 'Notify me' so you don't miss us on launch day, while I'll be posting the link to our Launch again on the day simple_smile https://www.producthunt.com/products/partnerverse
Nash
Good luck! Don’t forget to ping on your launch day!
Alex Sutherland
Thanks @Nash will do!!
Polly
This polly is closed. @Sunir Shah has a polly for you!
Sunir Shah
@channel good morning! I added the YouTube archive to @Huckleberry over the weekend. When you search with /huck it will now pull up video links that are relevant and summarize them for you. You can ask for instance

/huck how do I start my partnerships career?
Bernhard Friedrichs
Nice
Sanjay Goel (NachoNacho)
You are a workhorse
Greg A. Lato
Does anyone have experience partnering with CDW for SaaS offering? Historically I never would consider them for this, but now hearing rumors of them having a growing serious consulting practice. Appreciate validation from the group…
Sunir Shah
My investor at AppBind Chris Pyle is at cdw working on this. It's interesting. Msft oriented of course
Robin Seidner
I had a client that partners with CDW Canada (not the US). The way I understand the way they work is (at least in Canada) is that their AEs only get comped on the services they sell around a SaaS partner offering, not the licenses themselves
Len Martin
@Greg A. Lato - I found information about "CDW Amplified Services" which appears to possibly be the home of its consulting "practice". https://www.cdw.com/content/cdw/en/services/amplified-services.html
Len Martin
Greg, if you scroll down that link and click through on Development Services, it seems like CDW may have something to offer.
Sunir Shah
@channel Just a reminder we opened a VP and CXO level private room so we can talk privately about pressures at the exec level. DM me if you want access.
Alex Sutherland
Hello all - as mentioned last week, PartnerVerse has today been launched on Product Hunt! Would love you to check it out; there's a full walkthrough video to show you how it works (only 1min), and there's a code for 6 months free upgrade on there too! I'm trying to build something that simply makes Partnership People's lives easier, so any support would be hugely appreciated pray Here's the link if you'd like to take a look: https://www.producthunt.com/posts/partnerverse
Huckleberry
Thank you for your feedback!
Huckleberry
The returned 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 Tuesday, August 4, 2020 100326 PM - general And yes, a member directory will be coming. done! Message from <@UE88TM4CF> at 1596578606.143700 in #general Test! Message from @Ryan Lunka at 1596578608.143900 in #general Boom. Message from @Trevayne O’Brien (Skylark Platform) at 1596618768.144900 in #general done - thanks for the nudge

two Wednesday, July 10, 2019 101621 PM - Value Based Pricing (Patrick Campbell, Profitwell) cool you know here's here's what you. know we want to do now I would caution. you to actually look at basically. getting some people who weren't in that. test set because those test set probably. hopefully loved you know your work with. them and so then we're gonna have some. heavy bias there um on for testing. willingness to pay how much of the.

three Tuesday, September 19, 2023 72252 AM - reads done! Message from &lt;@UE88TM4CF> at 1596578606.143700 in <#C9EBK59M5|general> Test! Message from @Ryan Lunka at 1596578608.143900 in #general Boom. Message from @Trevayne O’Brien (Skylark Platform) at 1596618768.144900 in #general done - thanks for the nudge

two Wednesday, July 10, 2019 101621 PM - Value Based Pricing (Patrick Campbell, Profitwell) cool you know here's here's what you. know we want to do now I would caution. you to actually look at basically. getting some people who weren't in that. *test set because those test set probably. hopefully loved you know your work with. them and so then we're gonna have some. heavy bias there um on for testing. willingness to pay how much of the.

four Tuesday, September 19, 2023 65237 AM - reads done! Message from &lt;@UE88TM4CF> at 1596578606.143700 in <#C9EBK59M5|general> *Test!
Message from @Ryan Lunka at 1596578608.143900 in #general Boom. Message from @Trevayne O’Brien (Skylark Platform) at 1596618768.144900 in #general done - thanks for the nudge

two Wednesday, July 10, 2019 101621 PM - Value Based Pricing (Patrick Campbell, Profitwell) cool you know here's here's what you. know we want to do now I would caution. you to actually look at basically. getting some people who weren't in that. *test set because those test set probably. hopefully loved you know your work with. them and so then we're gonna have some. heavy bias there um on for testing. willingness to pay how much of the.

five Tuesday, September 19, 2023 72508 AM - reads done! Message from &lt;@UE88TM4CF> at 1596578606.143700 in #general *Test!
Boom. Message from <@UTLV3U0UQ> at 1596618768.144900 in #general done - thanks for the nudge

two Wednesday, July 10, 2019 101621 PM - Value Based Pricing (Patrick Campbell, Profitwell) cool you know here's here's what you. know we want to do now I would caution. you to actually look at basically. getting some people who weren't in that. *test set because those test set probably. * hopefully loved you know your work with. them and so then we're gonna have some. heavy bias there um on for testing. willingness to pay how much of the.

Sunir Shah
@channel SaaS Connect GPT launches! Ask anything about SaaS partnerships. https://www.cloudsoftwareassociation.com/chat
Indu Manglotra
speakerGet ready to be the leader that inspires excellence in partnership teams!

Mark your calendar for November 2nd, because we're back with another thrilling Ecosystem Aces-Pro Panel: "Leading by Example: Inspiring Partnership Teams to Excel." rocket

Save the Date: spiral_calendar_pad Thursday, November 2nd clock3 8:00 am - 9:00 am PT | 11:00 am - 12:00 pm ET

Our stellar panelists are set to delve into the secrets of leadership that ignite excellence within partnership teams.

• What are important qualities of a leader that can inspire partnership teams to excel? • What challenges do leaders face in leading partnership teams and how can they overcome them? • How do you motivate and recognize outstanding performance within your partnership teams? Register Now to elevate your leadership skills and inspire excellence within your partnership teams
Sunir Shah
Hey folks, one of the most difficult things this year has been justifying partnerships to the CFOs of the world. I’ve come to the conclusion that metrics we are assigned or the ones we choose may not be working.

@Isaac Morehouse and @Will Taylor roped me in as the palooka in this hypercharged debate today at 12pm ET (9am PT) on how exactly do we report on partnerships with Catie Moynihan, Senior App Manager, Hubspot and Aaron McGarry, Chief Ecosystem Office, Qualtrics and @Jared Fuller.

• Partnership attached revenue • Partnership sourced revenue • Partner qualified leads (PQLs) • Or something else.. like my favourite, “Hearts Won” I’ve been thinking about this a lot. I’d say there’s a reality that if you have the same key result KPI as another core revenue team, you’re in trouble. You’re set up to compete internally with a team that has direct grip on the customer revenue flow, and in a downturn, CFOs will pick core revenue over handwaving metrics.

The other problem is that a revenue metric divorced from the customer is going to motivate ineffective behaviour. It causes partner teams to focus on working their partners to drive leads. Being a more expensive sales development rep is not great value for dollars.

In my mind, we only do partnerships because the customer needs these other companies in order to buy from and succeed with us. Every technical product exists in a marketplace that is a system of other technology and service companies that maintain the system of technology. You have to have a strategy that aligns your offering to the structure of the market. This has been a well known business principle for 70 years now.

So a partner team work on positioning, packaging, placement, promotion problems to set up a technical company in the market because the customer needs you to do this. If you’re focused on the customer’s needs and solving critical pain points that motivate them to buy from you, then you have strategic and high value.

To be honest, I always say that as baseline product marketing work. The real value of the partnerships team is managing the relationships to generate market lock. That is, winning over the other companies in the market to promote you over your competitors; hence my Hearts Won metric (which is a nicer way of saying unsolicited inbounded in-market actions).

Come join us in 40 minutes if you’re interested in this. I’m going to be the palooka as I said. Please heckle me and throw tomatoes.

https://reveal.co/webinars/nearbound-at-work
James Bohrman
Something I've been thinking about with Sunir's "Heart's won" focus is how to use that from a marketing perspective, and how to show the exact moment a customer advocated for you being the solution over a competitor. Something I want to try at some point, is first tracking the organizations that are beginning to show actions that may turn into a "Won Heart" and then ask those organizations (With perhaps an incentive) to screenshot or record the moment that they suggest your solution to someone, and then send it to you. Then you can stitch all that together as a super powerful piece of social proof that isn't just some canned testimonial video.
Polly
This polly is closed. @Lindsey Ward {CSA Managing Director} has a polly for you!
Lindsey Ward {CSA Managing Director}
@channel make sure to fill out the SaaS Connect 2024 poll, and add your choices if you don't see them there smile
Tom Williams
Hubspot
Sunir Shah
Cryptic
James Bohrman
Fr lmao
Alex Hochberger
Hey, so the pitch competition I'm going to tomorrow (Tuesday) is having a Twitter "pre-vote" - if you are on Twitter, please vote for Web3 Enabler https://twitter.com/GainVentures/status/1706316688063442985
Sunir Shah
@channel we are having a board meeting today to set the next direction for the CSA. What do you want us to work on next? We are here to help the industry build our way out of 2023.
Martin Scholz
I'd love to see CSA continuing on the path to be the industry association for SaaS companies, keeping the partnership expertise but including other GTM Teams more again, to drive the collaboration between partnerships, marketing, sales, customer success, product teams, if that makes sense.
Sunir Shah
aye, it does
Lindsey Ward {CSA Managing Director}
@channel! Don't miss out on getting your ticket to SaaStock in Dublin next month! partying_face fire Prices go up on October 1st! CSA gets an exclusive discount code available here for members only! https://ti.to/saastock/saastock-2023/discount/CSA-30
Lindsey Ward {CSA Managing Director}
@channel Sad news, but happy things are ahead for CSA! I wanted to let you all know that after two incredible years as Managing Director, I'll be leaving the CSA.

I wanted to thank each and every one of you for the incredible opportunity to grow this communitypray. I'm so proud of what we've all been able to achieve together, and I know that CSA will keep expanding and doing amazing things! @Sunir Shah will be your point of contact for the time being! BUT I'll still be around in the community as a member, so please say hello smile Once again thank you all SO much, and I look forward to connecting with everyone again soon.wave
Sunir Shah
@Lindsey Ward {CSA Managing Director} Thank you so, so much for everything you’ve done for the Cloud Software Association and the community here. You were amazing.
Justin Zimmerman
Hey CSA friends!!

It's been a some time since I've been in here.

For good reason. I've been heads down on the NEWEST approaches to generating partner sourced leads (with partner webinars as the pillar piece).

If you'd like to hear and see my newest playbook, the head of marketing at Airmeet has invited me and Intercom's head of Partner Marketing to talk about this.

Come join us... link in the comments.
Justin Zimmerman
Get the partner marketing playbook here https://playbks.com/airmeet-intercom-justinzimmerman
Sunir Shah
@channel Hey folks, what’s happening right now?

CHANGES • In case you missed it, @Lindsey Ward {CSA Managing Director} and @Tamara have unfortunately moved on to new opportunities. Please reach out and give them big thanks for everything they have done for us over the past 2 years. • I’ll be running the day to day going forward. The board and I have a new plan for 2024. More on that later. SLACK • We have a new exec private channel created for VP and C-level execs of SaaS. DM me if you want to join. • Join our cohort of people working on how to get Agency partnerships off the ground. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1696002312753679?thread_ts=1696002279.962239&cid=C01SS6Y4L04 • Ask the robot anything you want about SaaS partnerships. Type /huck and your question EVENTSDublin, Oct 16-18. We have Free SaaStock tickets for CSA members. It’s our favourite SaaS conference in Europe. • Palo Alto, Oct 16. @Bader Hamdan is buying drinks to celebrate the launch of _my favourite_ AI company, Vectara. RSVP here OPPORTUNITIES • Firneo’s fall cohort starts soon for their SaaS partnership leadership course. CSA members special love from @Scott Pollack, founder of Firneo and long-time paramour of the Cloud Software Association. https://courses.firneo.com/cloud-software-association
Sunir Shah
@channel Hey folks, if you’re trying to figure out your agency partner program, we’re having a little group therapy session in a few minutes (10am PT) if you want to join. https://www.cloudsoftwareassociation.com/wp-content/themes/csa/slack/channel-partnerships.html#p1697410997943569?thread_ts=1696002279.962239&cid=C01SS6Y4L04
Morgan Hines
Missed this, but add me to the list for next time simple_smile
Molly Staats
Agreed with Morgan!
Melanie Ricotta
Same! Was the session recorded @Sunir Shah?
Amir Reiter
I can help as well
Amir Reiter
I have marketplace for Sales Agencies
Amir Reiter
We did 5m of top line rev and just got started
Amir Reiter
How can I help your community @Sunir Shah?
Vishal Vachani
Hello Folks, Do any of you have access to templates that we could use to present an opportunity for co-selling?
James Bohrman
Depends what you mean by "templates"? I feel like that's not something that can be templated unless I'm misunderstanding
Vishal Vachani
Hi James, I am looking to present a partnership opportunity to the company that i work for and was wondering if there a specific set of details that one should present in the packet to help make a decision and for Leadership folks to commit time of sales team to pursue the opportunity.
James Bohrman
Hmmm I'm not sure that's an easy thing to template because each motion is so different. So like hot take but I'm not a fan of partnership pitch decks or "packets". Just ask and have a conversation. There's no reason to get super involved. I'm speaking for startups though.
James Bohrman
I wrote this superrrr long post about partnerships, privacy, cookies, history, and web standards for anyone interested in checking it out. It's a pretty hefty read so keep that in mind.

https://www.tryuppercut.com/partner-ecosystems-web-standards
James Bohrman
Also Sunir thank you for hosting that session yesterday! I meant to say I had a great time
Bernhard Friedrichs
Hello everyone,

I need your opinion or better your vote. What is your definition of an Integration Partner? Last week I had a discussion and realized that in partnerships we sometimes use the same words but mean different things.

What would you say is an Integration Partner:

one A company that has its own product integrated with your product in order to create more value for the customer?

two A company that provides a service to integrate your product into other 3rd party systems (e.g., of a client or partner).

If you have a few seconds, please check the link and vote.

https://www.linkedin.com/posts/bfriedrichs_saas-b2b-partnerships-activity-7118277241393795073-4Zzb?utm_source=share&utm_medium=member_desktop
Justin Zimmerman
"Oye mates" (I'm not Austrialian, but though it would be fun to start with that)

This is sorta a dream come true... I started at the bottom. No name, no brand, no nothing and this week AIRMEET and INTERCOM have invited me to share my playbooks on partner webinars (this Thursday) If I look at the process of getting here: niche down and then niche down and then niche down once more until they know you and remember you as the expert in your field.
Joanne John
Beyond excited to share that I have been nominated for 2 Women in Tech Global Awards 2023 based on all the work for our Manager Toolkit to help high achieving women in tech succeed whilst balancing family life.

Please, please, please click into my nomination page and #VOTE by using the share buttons (each individual share = a vote) https://www.womentech.net/nominee/all/all/96996

With the turbulent tech job market I have been giving this project my all. The Manager Toolkit is still very much work in progress but has the potential to make a significant impact in the tech industry.

In summary this is what I have been doing: - Identified an opportunity for managers to support high-achieving women in tech to succeed while balancing family life using the Design Thinking methodology - Conducted >20 interviews, surveyed 100 people, continue to hold focus groups and host bi-weekly meetings with volunteers to work on effective content. - Launched a website https://managertoolkit.org/ - Regular collaboration and sanity checks via Linkedin, the WIT Mighty App and slack channels

Thank you in advance for your belief in me and this project - it means everything!
Matthew
Amazing - congrats @Joanne John
Joanne John
Thank you @Matthew :)
John Higgins
Hey folks, im looking for some examples of SMB sized SaaS companies that are doing OEM. Im looking to start this in my own company but need to get leadership on board and if I can connect them to anyone that is willing to speak to the success of there own model that will help influence their decision.

Appreciate any input in advance!
pummy sinha
Hi, I’d be extremely grateful if anyone could pls share ppt/deck on ‘Partnership strategy with GSIs’ with me, if you have.Thank you!
Huckleberry
Testing is an important process in various contexts, including business optimization and digital transformation link [3]. It is recommended to test ideas not only within sales and marketing, but also among peers to ensure relevance and gather diverse perspectives link [3]. Collaborating with individuals who have different levels of visibility into the business can provide valuable insights link [3]. However, specific details about the nature of the tests or their outcomes are not provided in the search results. thumbsup button thumbsdown button SEARCH RESULTS one Tuesday, August 4, 2020 100326 PM - general And yes, a member directory will be coming. done! Message from <@UE88TM4CF> at 1596578606.143700 in #general Test! Message from @Ryan Lunka at 1596578608.143900 in #general Boom. Message from @Trevayne O’Brien (Skylark Platform) at 1596618768.144900 in #general done - thanks for the nudge

two Monday, September 14, 2020 93830 PM - 03_general But can be solved with “listen in” messaging when promoting Ah thats true Message from <@U010W4ADZAM> at 1600119510.292900 in #03_general want to test Message from @U01AN8ZGAR1 at 1600119556.293100 in #03_general @U010W4ADZAM think there’s another one coming up soon. Message from @U010W4ADZAM at 1600119614.293600 in #03_general lol, tempted to test but that might be my least favorite debate topic ever.

three Tuesday, September 19, 2023 72508 AM - reads three <https://www.youtube.com/watch?v=tBzWaO_Fy5Q|Tuesday, November 20, 2018 72613 AM - Digitally transforming business From optimization to disruption> study that's easily communicable and. easily understandable write and test it. my recommendation would be don't just. test it amongst your sales and marketing. *but test it in this room I test. administering with some of your peers to. make sure it's relevant some folks who. don't have all the visibility of your. business in your business model all.

four Tuesday, September 19, 2023 65237 AM - reads three <https://www.youtube.com/watch?v=tBzWaO_Fy5Q|Tuesday, November 20, 2018 72613 AM - Digitally transforming business From optimization to disruption> study that's easily communicable and. easily understandable write and test it. my recommendation would be don't just. test it amongst your sales and marketing.
but test it in this room I test. administering with some of your peers to. make sure it's relevant some folks who. don't have all the visibility of your. business in your business model all.

five Tuesday, November 20, 2018 72613 AM - Digitally transforming business From optimization to disruption study that's easily communicable and. easily understandable write and test it. my recommendation would be don't just. test it amongst your sales and marketing. *but test it in this room I test.
administering with some of your peers to. make sure it's relevant some folks who. don't have all the visibility of your. business in your business model all.

Bernhard Friedrichs
Hello everyone, last week I made a complete redesign of https://pro.partnerstandard.com.

All information are now more accessible. Two more products are in the pipeline to help setting up your partnership strategy and partner operation.
Law Fiona
We are currently on the lookout for a cloud software partner for several of our projects. About us: Founded in 2017, OKX is one of the world's leading cryptocurrency spot and derivatives exchanges. OKX is innovatively utilizing blockchain technology to change the financial ecosystem by offering some of the most diverse and sophisticated products, solutions and trading tools on the market. Trusted by more than 20 million users in over 180 regions around the world, OKX is committed to creating an engaging platform that allows everyone to experience the world of cryptocurrencies.
Scott Hanrahan
Which projects?
Leo Kabbara
Hi everyone!

We’re LIVE on Product Hunt! tada

I would greatly appreciate your support/upvotepoint_down https://www.producthunt.com/posts/catchapp-bookings

Feel free to comment, review and get our limited deal. Thank you in advance heart
Vaughn Mordecai
Hey everyone. This week, Mindmatrix soft-launched a resource for the industry that I thought I'd make available here before we did all the PR & full-launch on it.

It's called Partner Marketing University and it's FREE. It's just under 30 hours of training on the partner marketing role and how to support partnerships in the capacity of To-Through-With-For Partner Marketing. Feel free to share it with your marketing teams (or partner marketing teams if you have them). There aren't many resources like this around the industry and most often they're built from scratch in the enterprise orgs. Hoping this helps the community. Enjoy!

https://www.mindmatrix.net/partner-marketing-university/
Ekata Singh
Cross-Sprint by Sprinto is live on Product Hunt! rocketrocket

Cross-Sprint is a simple tool that helps you identify overlaps between various cybersecurity frameworks like SOC2, ISO27001, GDPR, etc., so you can save on costs and scale your security programs with confidence.

Ask: Please support our launch and feel free to give the tool a spin cat: https://www.producthunt.com/posts/cross-sprint

Thanks in advance for your support and please feel free to share your feedback. pray
Huckleberry
The returned 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 Wednesday, February 15, 2023 40454 PM - CSA Masterclass -How I Increased Partners by 50% using the 7-stage "Bow-Tie" Funnel with Matt Irving so like there's. like distribution place there um and so. when we thought about it we. we looked at um uh the the beginning. of the whole partner program started. with affiliates uh people who were. writing content and writing reviews of. like hosting platforms. and seeing how many of those not only. just write content but also.

two Tuesday, January 15, 2019 63517 AM - The LastPass Roadtrip to Being a Timely Success Story nerds breaches and friends oh my so. remember where we are right right around. now in this conversation where around. 2011 and 2014 when the first employees. who I spoke with about this called this. the Golden Age of media for them so a. couple of things to think about first. personal relationships were really. critical there's a gentleman named Steve. Gibson an early Technical Evangelist a. very big in sort of the the techie IT.

three Thursday, August 3, 2023 35440 PM - Why (and How) to Build a B2B Affiliate Marketing Program that building like a successful B2B. affiliate program it takes time so have. patience. um start by defining your objectives. clearly and then just kind of go down. and identify potential Affiliates who. kind of share your target audience and. can resonate with the products or. services that your brand carries so um. one piece of advice I would offer is.

four Friday, October 15, 2021 121919 PM - intros Welcome <@U02HD7C89RV>. It’s been a while since I talked to someone at Nuvemshop Thanks! I just joined the team this week. Who have you spoke with in the past?

five Wednesday, March 23, 2022 24949 PM - Tech Partnerships Are the Rocket-Fuel for Growth uh when the partner development managers. take over a particular relationship do. they carry. uh revenue numbers or. will they they'll be allocated a few. partners but when when you spoke about. what that translates into revenues for. zoom or licenses for zoom or zoom events. or stuff like that so is that pre. allocated to those partners or.

Sunir Shah
@channel What’s up? What’s down? How are you doing?

LET’S CATCH UP I spent October reorganizing myself to deal with the 2023 fun times. But that’s boring. Selfishly, I’m happier when I’m helping other people. I know, I know I’m a walking contradiction.

I miss you. Let’s catch up. I want to hear how you are doing, what you are working on (or not working on), and what I can do to organize to help us all move forward. My calendar is https://calendly.com/sunir

TODAY 2pm ET / 11am PT. The most lucrative partners are your tech partners, but are you screwing it up? @Kelly Sarabyn (HubSpot), Hubspot is hosting with panelists @Jared Fuller, Jessica Flawless (Inverta), @Alex Buckles (Sales, Partnerships, Autism)

Come join us. Ask us anything. Heckle Jared. Take a shot everytime I scream, “WHAT DOES THE CUSTOMER WANT?”

RSVP here. https://offers.hubspot.com/elevating-your-presale-gtm-with-tech-partners?utm_source=hs[…]ociation-elevatingyourpresalegtmwithtechpartners-2023-other
Robin Seidner
Hey folks, if your are on the Salesforce AppExchange, take 10 minutes to help out the team at Invisory as they survey the landscape for trends: https://www.linkedin.com/feed/update/urnliactivity:7130999134211211264/
Huckleberry
The returned 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 Wednesday, January 4, 2017 93223 PM - Big outcomes in SMB: how to achieve big exits for SMB-focused startups (Mark MacLeod, SurePath) the event Joe from endurance. international has the honor of being the. guy who executed the largest SMB focused. acquisition ever which was the purchased. of constant contact for 1.1 billion. dollars so it's just kind of a flavor of. kind of deal count deal sizes etc on the. acquisition side how much of these. companies worth so you'll see that one.

two Wednesday, January 4, 2017 93223 PM - Big outcomes in SMB: how to achieve big exits for SMB-focused startups (Mark MacLeod, SurePath) it's probably hard to see but that's. actually the revenue growth rate over. time and you'll see that it's massively. decelerating and so you know I think. anyone who achieves a 1.1 billion dollar. outcome should have a round of applause. but I think that way they had more. opportunity had they continue to invest. in product and continue to maintain.

three Thursday, February 11, 2021 62147 PM - 03_general ^^ I’ve had to resort to that before, or use my personal email address to get access. mobile OR personal device, personal email

I'll keep the thread alive in case others have additional feedback Message from <@U01LXGK3UAC> at 1613067707.362600 in #03_general +1 to mobile

four Thursday, July 9, 2020 24303 PM - 02_introductions they're also experimenting with audio-first approach More the better. Message from <@U016RC61WE6> at 1594305783.380900 in #02_introductions Space is less about 1:1 Message from @U016RC61WE6 at 1594305804.381500 in #02_introductions It’s more like gumroad meets audible Message from @U016RC61WE6 at 1594305841.382300 in #02_introductions Supporting creators through paying premium users or ads.

five Friday, September 11, 2020 74034 PM - 03_general Yasssssss that haul fire Message from <@U01AHD16BEU> at 1599853234.261400 in #03_general +1 here!! Message from @U0169PTSZ33 at 1599857328.270000 in #03_general Another reason there needs to be a pets of Community Club channel, @ULPSHSP19 — so we can see @U019CMNNU91’s wagging, walking bumper sticker Message from @U019CMNNU91 at 1599864349.272700 in #03_general Omg, and your bb @U0169PTSZ33!

Huckleberry
The returned 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 Wednesday, January 4, 2017 93223 PM - Big outcomes in SMB: how to achieve big exits for SMB-focused startups (Mark MacLeod, SurePath) the event Joe from endurance. international has the honor of being the. guy who executed the largest SMB focused. acquisition ever which was the purchased. of constant contact for 1.1 billion. dollars so it's just kind of a flavor of. kind of deal count deal sizes etc on the. acquisition side how much of these. companies worth so you'll see that one.

two Wednesday, January 4, 2017 93223 PM - Big outcomes in SMB: how to achieve big exits for SMB-focused startups (Mark MacLeod, SurePath) it's probably hard to see but that's. actually the revenue growth rate over. time and you'll see that it's massively. decelerating and so you know I think. anyone who achieves a 1.1 billion dollar. outcome should have a round of applause. but I think that way they had more. opportunity had they continue to invest. in product and continue to maintain.

three Thursday, February 11, 2021 62147 PM - 03_general ^^ I’ve had to resort to that before, or use my personal email address to get access. mobile OR personal device, personal email

I'll keep the thread alive in case others have additional feedback Message from <@U01LXGK3UAC> at 1613067707.362600 in #03_general +1 to mobile

four Thursday, July 9, 2020 24303 PM - 02_introductions they're also experimenting with audio-first approach More the better. Message from <@U016RC61WE6> at 1594305783.380900 in #02_introductions Space is less about 1:1 Message from @U016RC61WE6 at 1594305804.381500 in #02_introductions It’s more like gumroad meets audible Message from @U016RC61WE6 at 1594305841.382300 in #02_introductions Supporting creators through paying premium users or ads.

five Friday, September 11, 2020 74034 PM - 03_general Yasssssss that haul fire Message from <@U01AHD16BEU> at 1599853234.261400 in #03_general +1 here!! Message from @U0169PTSZ33 at 1599857328.270000 in #03_general Another reason there needs to be a pets of Community Club channel, @ULPSHSP19 — so we can see @U019CMNNU91’s wagging, walking bumper sticker Message from @U019CMNNU91 at 1599864349.272700 in #03_general Omg, and your bb @U0169PTSZ33!

Sunir Shah
Interesting. OpenAI just fired Sam Altman, seemingly suddenly. https://openai.com/blog/openai-announces-leadership-transition
Scott Rogerson
Thanks for sharing!

This part of the release seems strangely specific about a characteristic of Ms. Murati “including her experience in AI governance and policy”. Coincidence?
Sunir Shah
My best guess is the copyright cases are going to cause the models to be tossed out.
Sunir Shah
However there are many other guesses
Scott Rogerson
It will be a great Netflix documentary. That much is certain.
Bader Hamdan
Hi all, are you at AWS reInvent? Would be great to meet, let me know here: https://vectara.com/events/aws-reinvent/
harsh gupta
Gmail's cracking down on cold emails, folks. Starting Feb 1st, just 0.3% of your emails marked as spam? Boom, you're blocked. This is a big step for user experience, but what about the ads. We're swamped with ads on Gmail, LinkedIn, and Google, yet we're kinda okay with it? And here's the kicker - cold emails are a pain, no doubt. But guess what's catching on? Platforms like fozzie io, leadrpro, pitchfire. Why? Because decision-makers are done playing nice with unsolicited sales pitches. They want in on the action, they want compensation for their time. It's about time.
James Bohrman
Hey, everybody, does anyone know if there's any studies on the average size of partner programs?
Debby Kruzic
Hi James, I would take a look at Canalys and their analyst Jay McBain. I believe he does studies like this.
Sanjay Goel (NachoNacho)
Hi’all, we just launched a Services Marketplace to complement our SaaS Marketplace. It’s open to all sorts of service providers: marketing agencies, IT consultants, MSPs, systems integrators, fractional COOs/CFOs/CMOs, boutique law firms, accountants, HR consultants, designers, SEO experts, AI experts, data scientists, etc. Would love to get your feedback! Here’s the announcement: https://blog.nachonacho.com/emails/nachonacho-expands-further-and-launches-a-marketplace-for-services/
Joanne John
Excited to launch the Manager Toolkit LinkedIn page; please follow for important updates. Let’s help Managers help Women to succeed in the tech industry. https://www.linkedin.com/company/managertoolkit/