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Ooma & Unifyr

How Ooma moved a decade-old partner program off a failing PRM, and turned deal registration into the reason its partners log in.

Ooma’s partner program is nearly a decade old, with close to eight hundred registered Channel Partners, TSDs, VARs and Resellers. This is not a story about standing a program up.

The ask

Ooma’s previous PRM failed without warning, its CRM integration never worked as intended, and deal registration, the capability the whole program leaned on, could never be properly configured.

So the second search began from two requirements:

  • A quick implementation.
  • Functionality that works out of the box, without a great deal of development.

The impact

  • Around 200 deals registered through the portal in the last three months alone.
  • Roughly 90% of Ooma’s TSDs now register deals there.
  • Around 700 pieces of collateral downloaded by partners in a few months.
  • Live within a few months, with core features working without extra development.

“That kind of dependability instills real confidence in our operations and enhances the credibility of our entire organization.”

Erin Creighton, Senior Sales Enablement Manager, Ooma

The solution

Deal registration sits at the center, connected to the CRM so a registered deal arrives where sales already works. Ooma puts it at possibly more than half the reason partners log in at all. Around it: campaigns, partner certification in the LMS, a content library, and analytics over every major activity.

The mechanics behind what Ooma runs sit under deal registration, channel marketing, and learning management.

What Ooma asked of its second PRM

The selection process, the features they switched on first, and where lead distribution goes next.

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