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Unifyr Scale

Unifyr Scale gives complex partner ecosystems the flexibility and control they need. Customize branding, objects and workflows across regions, brands and tiers.

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Take full control of your partner ecosystem

One platform for every region and brand

Partner programs across regions, brands and markets, localized for each and automated throughout.

  • Global administration with localized partner experiences
  • Advanced workflow automation and approvals
  • Partner marketing with MDF and co-branded campaigns

Understand partner performance

See partner activity, engagement and pipeline contribution in one place, spot top performers and track their progress.

  • Individual partner performance and engagement tracking
  • Pipeline contribution and revenue attribution
  • Comparative analysis to identify top performers

Route leads to the right partners

Leads go automatically to qualified partners by location, expertise, capacity and performance.

  • Automated, rules-based lead distribution
  • Routing based on partner capacity and performance
  • Lead acceptance and follow-up tracking

Manage marketing funds and maximize ROI

Streamlined requests, automated approvals and clear visibility into fund spending, with every marketing dollar tied to pipeline results.

  • Streamlined fund requests and approvals
  • Fund allocation, utilization and tracking
  • ROI attribution and performance reporting

Enable partners with integrated learning

Train partners in the portal with the built-in LMS: create courses, track certifications and tie progress to tier requirements.

  • SCORM-compliant courses and training
  • Certification tracking and badges
  • Learning progress linked to partner tiers

Drive demand through your partners

Partners run co-branded campaigns and automated outreach in their own markets to generate demand.

  • Customizable campaigns and co-branded assets
  • Social media syndication
  • Email automation and lead nurturing

Connect Unifyr to the AI tools you already use

Agent Connect puts Unifyr in your team’s AI tools: ask questions and act in plain language.

  • Works with ChatGPT, Claude, Copilot, Gemini and other MCP-compatible AI tools
  • Secure access based on existing user permissions
  • Generate reports and dashboards with a simple question
See Agent Connect

Unifyr IQ: AI agents that do the work for you

Ask IQ answers partners from your own training and collateral; Scale carries 75,000 agent credits a month.

  • AI agents built into the platform
  • Instant answers and personalized recommendations
  • Scale partner support without adding headcount
See Unifyr IQ

Motivate partners with contests and rewards

Points, leaderboards and rewards for the partner activities you choose, with eligibility rules you set.

  • Points for eligible partner activities
  • Leaderboards, achievements and rewards
  • Flexible eligibility rules and submission reviews

Expand your capabilities without switching platforms

Common questions about Scale

What makes Unifyr different from other enterprise PRM?
Most PRM platforms are point solutions, a portal bolted onto a database. Unifyr was built as an ecosystem platform, so PRM, LMS and through-channel marketing share one dataset: analytics span every partner activity, the AI understands the whole partner journey, and workflows cross marketing, sales and enablement without anyone moving data by hand.
How does Unifyr support global partner programs?
Page-level and row-level localization deliver region-specific content, campaigns and portal experiences from a single portal, and a view per partner group decides who sees which. Central administration keeps brand guidelines, approval workflows and compliance consistent while local teams adapt what their partners see. See how the portal is built.
What AI capabilities are included in Unifyr Scale?
Scale carries 75,000 agent credits. Administrators get a chat that builds reports from plain-language questions, partners get a deal-aware assistant that surfaces the right sales and marketing material, and the Unifyr IQ agents move partners forward in the background. Agent Connect brings the same data into Claude, Microsoft Copilot, Gemini or ChatGPT. Your data is isolated, never used to train models and never shared with third parties. Read the Responsible AI Policy.
Can we customize the partner portal to match our brand?
Completely. The portal builder controls colors, typography, logos, layouts and navigation without development work, and builds campaign pages, announcements and resource hubs from drag-and-drop components. Beyond the look, you decide which content each partner segment sees, which navigation each role gets and which onboarding flow each partner type follows.
How does deal registration work with our CRM?
Partners submit deals through configurable forms, workflows route them by deal size, territory, tier or any rule you define, conflict detection flags overlaps early, and partners see every approval update. Registered deals sync both ways with Salesforce, Microsoft Dynamics, HubSpot or Pipedrive, so sales and channel work from the same pipeline. See how the connectors map fields.
What kind of analytics and reporting is available?
Reporting covers partner engagement, MDF performance and ROI, pipeline contribution, campaign effectiveness and enablement progress, with a custom report builder for the views your organization asks for. Partners see their own performance, AI surfaces trends and risks in the same data, and exports feed executive reporting and board packs. See partner analytics and reporting.
What support and services come with Scale?
A named customer success manager and implementation services, from a team that has migrated programs off other platforms and handles complex data migrations, custom integrations and portal builds. Two sandbox environments let a change be tried before partners see it, and professional services extend to custom development and program consulting. Talk to us about the support model.

Model one of your own objects during the demo

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