Manage Partners with Channel Programs and Levels

Let’s say you have a channel partner in the Pacific Northwest selling one of your products. You want to make sure that they are on top of their local market and aware of opportunities to increase brand awareness. Use Programs and Levels to manage the team. First, create a program that provides partners access to leads within their region, local marketing events, and shared resources. If more partner accounts join the team, you can add them to the channel partner program at any point.

Now that you have your users with the program, motivate them to meet KPIs. This stage is where levels come into play. You can create multiple levels within a program and assign each partner account to a level based on performance. Different levels can offer different incentives. For example, the Gold level can provide access to market development funds, which can be used to help the partner make more sales.

You can track individual performance within each level using partner scorecards. When a partner account exceeds the level’s KPI, you can promote the partner to the next level and provide access to new program features and benefits.

Each program level is associated with a channel group. You can automatically maintain channel group membership for partners joining or leaving the program. You can easily manage promotions or demotions within levels. You can manage access for partners in programs and levels using groups, sharing rules, public queues, list views, and folders.