Success: Unifyr & GenRocket
Success: Unifyr & GenRocket

Channel sales

Channel sales comprise 75% of the world's trade. Unifyr One gives your channel team the pipeline visibility, lead routing, and partner tools to capture more of it.

Unifyr One channel sales dashboard

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Trusted by the world’s brightest companies

Give your channel team visibility from lead to close

Unifyr One users saw a 21% increase in sales productivity — with pipeline visibility, lead routing, and partner tools that help you focus on the right partners and grow revenue.

Lead & deal visibility

Build trust with transparent lead and deal visibility

Give partners complete visibility into their pipeline—from lead registration through deal closure. When partners can track progress, forecast revenue, and build client relationships with confidence, your partnership grows stronger.

  • Engage & nurture leads
  • Reduce friction for partners
  • Keep lead registration transparent
  • Track your lead conversion rate

Portal access

Help partners do business and generate sales through the custom portal.

Data-driven insights

Equip your partners with the tools they need to manage pipeline and avoid channel conflict.

Partner tools

Dig into the metrics that matter with Unifyr One's reporting and its analytics dashboard.

Analyst Report The cover of the Forrester PRM Platforms Landscape report

Unifyr named in Forrester’s PRM Platforms Landscape, Q4 2025

Unifyr is recognized as a notable vendor in Forrester's overview of 12 PRM platforms. Download the report to learn how vendors differ and find the right fit for your partner program.

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Deal registration

Improve partner relationships with Unifyr's easy-to-use deal registration

By offering a quick and seamless process to conduct business, your partners will remain encouraged to discover more leads and move deals along.

  • Enable fast deal registration
  • Identify deal conflicts early
  • Use holistic views to track progress
  • Focus on deals that require attention
Explore deal registration
Lead distribution

Funnel hot leads to the right partners so a sales opportunity never slips by

With automations and agentic AI, Unifyr One gives you the power to create highly optimized lead and opportunity hand-off, ensuring the right people engage your customers.

  • Ensure partners see the right leads
  • Support a collaborative sales process
  • Build healthy customer relationships
  • Close faster with partner intelligence
Analytics dashboards

Prove your channel's impact with real data

Gain crucial program visibility with 13 built-in dashboards, 40 built-in reports, and the ability to generate custom reports.

  • Oversee your program pipeline
  • Share key metrics with execs
  • Identify top-performing partners
  • Individualize your reported metrics
Explore analytics & reporting

As a customer, IFS could do nearly everything needed for our updated portal re-launch on our own. Unifyr complemented us with guidance, best practices, and help where needed.

Sabine Zink Claesson
Sabine Zink Claesson VP, Global Partner Operations, IFS
Partner portal

Give partners the resources to sell effectively

Unifyr One's portals provide partners with on-demand training, co-brandable collateral, and customized portal pages — everything they need to stay active and move deals forward without waiting on your team.

  • Filter content by user and campaign
  • Share only the most relevant info
  • Utilize deal management tools
  • Gain high-level progress overviews
Explore partner portals
CRM Connections

Seamless CRM integration keeps partnerships moving forward

Eliminate data silos between Unifyr One and your CRM—Salesforce, Microsoft Dynamics, HubSpot, Zoho, SugarCRM, and others. Bi-directional sync ensures you and your partners always work from the same source of truth, reducing friction and accelerating deal velocity.

  • Have one source of reporting
  • Tap into dynamic segmentation
  • Sync leads and opps in real-time
  • Eliminate manual data entry

Channel sales performance and revenue tracking

With Success Plans, improve sales relationships with partners by setting clear performance expectations from day one. Then equip them with Partner Explorer to facilitate easier check-ins and share sales activity.

Create a path to success

Success Plans are a portal feature that guide your partners toward strategies that you've identified to maximize mutual earnings. Your plans will include goals, partner progress, and the precise steps partners require to achieve success.

Segment partners

Automatically identify and group partners so you can send personalized communications.

Portal builder

Equip partners with an easy portal builder, so they can make Unifyr One their own.

Personalized content

Show the content that's relevant to the right partners.

Unifyr helps you increase partner-sourced revenue by equipping your partners with the tools they need to sell more effectively. Unifyr One drives growth by:

  • Automating lead distribution to get the right leads to the right partners instantly.
  • Providing powerful through-channel marketing automation (TCMA) so partners can easily launch pre-built campaigns.
  • Simplifying deal registration and management to protect partner opportunities and provide pipeline visibility.
  • Offering robust analytics and reporting to identify your top-performing partners and strategies.

Yes, absolutely. Unifyr One provides a centralized dashboard where you can track performance metrics for all partners in real time. You gain immediate visibility into key performance indicators (KPIs) such as:

  • Partner-sourced pipeline and revenue
  • Lead acceptance and conversion rates
  • Marketing campaign engagement
  • Training and certification progress
  • Overall partner activity and engagement scores

Unifyr is designed to be flexible and supports virtually all types of sales partners and channel models. Our platform is perfect for managing a diverse partner ecosystem, including Resellers and Value-Added Resellers (VARs), Managed Service Providers (MSPs), Distributors, System Integrators (SIs), Affiliate Partners, and Referral Partners.

You can customize workflows, content, and communications for each partner type, ensuring everyone gets the support they need.

Yes, robust integration is a core strength of Unifyr. We provide seamless, pre-built integrations with leading CRMs and ERPs like Salesforce, Microsoft Dynamics, SugarCRM, Saleslink, and Zoho. Our flexible API also allows for custom connections to your unique tech stack.

This bi-directional sync ensures data for leads, deals, customers, and partner performance is always consistent between systems, eliminating manual data entry and creating a single source of truth.

You can onboard partners significantly faster with Unifyr One's agentic AI features that complete onboarding without intervention. Our platform streamlines the process, reducing what used to take weeks down to just days or even hours. Key features that accelerate onboarding include:

  • Automated onboarding workflows: Guide new partners step-by-step through contracting, training, and profile setup.
  • A self-service partner portal: Gives partners 24/7 access to sales playbooks, marketing materials, and training modules.
  • Content discovery through natural language: Partners can use our conversational AI interface to keep momentum using the most relevant assets.

Related solutions

Deal registration

Protect partner opportunities and accelerate sales cycles with transparent deal registration and complete pipeline visibility.

Analytics & reporting

Understand channel performance with powerful analytics and reporting tools that unify PRM, LMS, and TCMA data.

Partner marketing automation

Empower partners to run professional marketing campaigns with pre-built templates and automated tools that drive leads.

View all

Start building better partnerships with Unifyr.

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