Partner Relationship Management
Orchestrate your growing channel program with forward-thinking tools built to save time, streamline workflows, and foster healthy, long-lasting partnerships.
Manage your partner network without the pain of scaling up
No one knows your channel partners like you do. Your PRM software should reflect that. Unifyr One’s partner relationship management capabilities provide a truly tailored experience for everyone in your channel program. Unifyr One users saw a 47% increase in partner engagement.
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.
Manage and understand each of your partners
More isn’t always better. Use Unifyr One’s Partner Groups functionality to send key messages, campaigns, and collateral to specific segments. You can even create portal views to meet the needs of different types – or roles – of partners.
- See how partners are performing
- Connect activities to revenue
- View portal activity (or inactivity)
- Track use of marketing materials
Welcome partners to their new home
Unifyr One’s fully customizable partner portal means you can deliver content to only partners who need it. The best part? Our functionality means there’s no HTML knowledge needed to make the portal look and feel like your brand.
- Filter content by user and campaign
- Utilize deal management tools
- Share only the most relevant info
- Gain high-level progress overviews
Manage and understand each of your partners
Within the Unifyr One portal, add specialized pages that are organized based on your channel program and objectives. Use these pages to educate partners. Portals have built-in design flexibility, enabling programs to develop an experience unique to their users.
- Generate unique URLs
- Harness unique stylistic options
- Use drag and drop functionality
- Do (or don’t!) require log-ins
Deliver the right content at the right time
More isn’t always better. Use Unifyr One’s Partner Groups functionality to send key messages, campaigns, and collateral to specific segments. You can even create portal views to meet the needs of different types – or roles – of partners.
- Create groups based on metadata
- Utilize deal management tools
- Segment by partner type/persona
- Gain a simple, intuitive builder
Made for your unique channel program
Register and onboard your partners with customizable page templates, forms, and onboarding paths. Unifyr One makes it easier to bring partners up to speed on your company’s ins and outs. The faster the onboarding, the faster the selling can start.
- Use the domain matching option
- Drive activation and engagement
- Automate matching records
- Educate partners on your company
Road blocks? Not on our watch
Integrate business workflows and data between Unifyr One and your CRM; whether it’s Salesforce, Microsoft Dynamics, HubSpot, Zoho, SugarCRM or something else. Automated syncs mean your team is getting the latest data from all ends. Channel business will never stop on our account.
- Have one source of reporting
- Tap into dynamic segmentation
- Share only the most relevant info
- Gain high-level progress overviews
The only PRM that’s both sophisticated and easy to use
Unifyr One handles your partner relationships in one place. This means you can actually see how your program, partners, and pipeline function.
Full channel visibility
Understand how partners use your resources, engage with marketing materials, and contribute to the pipeline. Our analytics dashboards provide a data-driven view of your entire channel, helping you make informed decisions to optimize program performance and prove your channel’s value.
- Track partner engagement and portal activity
- Measure marketing campaign effectiveness
- Gain full visibility into your sales pipeline
- Share key performance metrics with executives
Structured success plans
Create a clear, actionable roadmap for partner growth using success plans. Success Plans allow you to define strategic goals, outline the specific steps required to achieve them, and track progress along the way, fostering a collaborative relationship focused on mutual success.
- Define key objectives and milestones
- Guide partners with step-by-step activities
- Track progress against established goals
- Align partner activities with channel strategy
Partner tiers and milestones
Incentivize your partners and encourage healthy competition by structuring your program with tiers and achievements. Recognize and reward partners for key activities like completing training, registering deals, or hitting revenue targets. Gamification keeps partners engaged and motivated to climb the ranks.
- Create custom partner tiers (e.g., Bronze, Silver, Gold)
- Automate rewards for completing key actions
- Motivate partners with clear goals and recognition
- Promote partners based on performance criteria
Unifyr One is designed with flexibility in mind to support your entire channel ecosystem. You can create unique experiences, workflows, and enablement paths for all partner types, including VARs, MSPs, distributors, and referral partners. This ensures every partner gets the precise resources and support they need to be successful.
Yes, automation is central to our partner management philosophy. Unifyr One allows you to build automated, step-by-step onboarding workflows that guide new partners through everything from contract signing to initial training and business planning. This accelerates time-to-revenue and provides a consistent, professional experience for every new partner.
Unifyr provides the tools to manage the entire partner lifecycle, from recruitment and onboarding to enablement, co-selling, and performance reviews. Our platform helps you set clear expectations, track progress against goals, and proactively engage partners at every stage, fostering long-term, profitable relationships.
Yes. Unifyr One simplifies contract and agreement management by centralizing all documents within the partner portal. You can manage version control, track expiration dates, and automate renewal reminders. This ensures compliance and gives both you and your partners easy access to critical agreements.
Unifyr One is built to scale with you. Whether you have dozens or thousands of partners, our platform provides the robust infrastructure and automation needed to manage a growing ecosystem efficiently. As you expand into new markets or add new partner types, Unifyr provides a stable foundation for your channel’s growth.