The successful onboarding of partners into your partner program and portal, and their continued performance on your behalf, is crucial for ensuring long-term business success and alignment.
Unifyr One provides several features to support you in this process. This article gives an overview on each one, and what benefits they provide.
By using one or a combination of Unifyr One Onboarding Plans, Tier Programs, User Achievements, and Success Plans, suppliers can create a structured, incentivized, and measurable path for partner success. This ensures that both foundational readiness and long-term performance metrics are managed efficiently, providing partners with the support and motivation needed to thrive within the channel ecosystem.
Housekeeping tasks that focus on ensuring that both the supplier and the partner have completed essential steps to make doing business together easier. This phase can also include ensuring compliance with regulations, such as GDPR, which is critical when partners are leveraging Unifyr One's through-partner marketing tools.
Updating DNS and company profile information
Configuring notifications
Connecting social media accounts
Identifying lead owners within the partner organization
Opting in to necessary supplier communications
Managing compliance requirements to ensure partners can use marketing features effectively
Linear Task Management These tasks are foundational and need to be completed before deeper engagement can take place. Unifyr One's Onboarding Plan feature provides a linear, checklist-style approach that is easy to follow.
Compliance Tracking Ensuring partners comply with regulations before using through-partner marketing tools is critical, and the Onboarding Plan is ideal for tracking these essential prerequisites.
Streamlined Systems By ensuring both suppliers and partners complete their onboarding tasks, Unifyr One creates a consistent, predictable environment for future interactions.
Track partner organization-level progress and achievements, typically linked to the supplier’s overarching program structure (such as Bronze, Silver, and Gold tiers). These tiers generally correlate with milestones or thresholds, such as revenue generation, certification completion, and demand generation efforts.
Partner-Level Tracking Tier Programs monitor partner organizations as they advance through different tiers based on criteria like sales targets, lead generation, and engagement. This feature helps suppliers incentivize partners to meet goals by offering rewards or privileges tied to each tier.
Long-Term Engagement Tier Programs allow suppliers to define and reward long-term milestones for partners, driving continual engagement and motivation.
Tier Progression The tier structure (Bronze, Silver, Gold as a default) naturally aligns with business growth, providing partners with a clear path for advancing their standing within the program.
Focus on individual user or role-based tasks within a partner organization. It is ideal for tracking specific activities and achievements of individual users, such as completing training, certification, or other platform interactions.
Completing certifications, training modules, and LMS courses
Engaging in platform-specific actions like deal registration, content downloads, and lead stage changes
Completing marketing activities such as launching campaigns, connecting social accounts, and engaging with print media.
Role-Based Achievement This feature is particularly effective when it comes to tracking tasks completed by individuals, such as sales reps, marketers, or partner admins. User Achievements offer badges and other recognitions for completing various activities.
Individual Recognition Badges and awards for specific achievements encourage individual engagement and motivation.
Comprehensive TrackingThe wide range of trackable actions ensures that partners are engaged across multiple activities and responsibilities within the portal.
Track numerically based milestones tied to long-term performance targets. These plans break down yearly goals into actionable, measurable objectives over a quarterly timeframe. Success Plans are especially useful for monitoring key performance indicators like registered deals, approved accounts, and total closed deals.
Approved accounts and registered deals
Campaign leads generated and closed won deals
Certifications completed and other custom partner fields (numeric)
Quantitative Tracking Success Plans are best suited for tracking specific numeric targets related to performance metrics. These could include the number of leads generated, total deal value, certifications completed, and more.
Targeted Tracking Success Plans allow suppliers to track quantitative data over specific periods (e.g. quarterly). This feature is ideal for setting and monitoring specific KPIs.
Accountability Partners can clearly see their performance metrics, enabling more focused efforts toward achieving specific business goals.
How to decide – Tier Program, User Achievements, or Success Plan?
Tier Programs, User Achievements, and Success Plans each serve a distinct function, although they can sometimes have overlapping tasks.
Tier Programs track partner organization-level progress over time, focusing on milestones that correlate with long-term growth.
User Achievements target individual user activities and provide badges or recognition for completing role-based tasks.
Success Plans track specific numeric targets and key performance metrics that relate to overall business goals.
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