A Success Plan is an agreement between suppliers and partners regarding the achievement of sales, marketing, training, and custom milestones within a certain period of time. Success Plans are a critical factor in partner engagement and channel success, providing visibility to the supplier about the health and success of their partner community.
By developing a Strategy and Success Plan, goals are well-defined, metrics are trackable for both the supplier and the partner, and a consistent approach across all partners can be achieved. This transparency will benefit the relationship between the supplier and partner.
Channel Account Managers (CAMs) can work with partners to create Success Plans on an annual basis. Suppliers can set and segment predetermined sales, marketing, training, and custom goals and customize annual and quarterly goal targets for each partner. Like all other elements in Unifyr One, Success Plan efforts should be closely aligned with your channel program objectives. You should aim to deliver a Success Plan that incrementally builds the partner's confidence and abilities to generate business.
Additional Information
- You can create multiple Success Plans, each using a different Strategy, to support the needs of different partner groups.
- A Success Plan is based on a Strategy. The plan is assigned to a specific partner. The list of available partners is determined by the partner groups assigned to the Strategy.
- A Strategy is made up of multiple Goals. You can include Sales, Marketing, Training, and Custom goals in a Strategy.
- When you've created a Success Plan with a Strategy, and assigned it to a partner, you configure the Success Plan to set the partner-specific targets for the Strategy's Goals. This way you can use the same strategy for all your partners, if required, but set different targets for each one.
- Admin users can edit/remove goals and goal groups on a Strategy that is currently in progress.
- The status of a partner’s Success Plan (active, ended, etc.) displays on the Success Plans page in Unifyr One Admin.
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You can review a partner's progress against their Success Plan in two places in Unifyr One Admin:
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By opening the plan from Partner Management > Success Plans
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In the Success Plans area of the partner's account in Partner Explorer
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- Suppliers can revise a partner’s goal targets within their Success Plan as things change during the year.
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Success Plans are displayed to partners in the Partner Portal in a custom page. A partner can view their plan and their current progress against it.
- Portal users will see updates on their Success Plan progress if a supplier adds a new goal to an active Success plan. If the partner has made progress against that goal already, the progress made will be retroactively applied.
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Success Plan Progress notification emails are sent automatically to Admins on the partner account once a month from the Start Date of the plan. Notifications will stop once the plan has ended.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the link.
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