“Kiflo allowed us to create a channel of effective communication with our partners.”

Holded is a cloud-based ERP solution designed specifically for SMBs and entrepreneurs. The platform consolidates all business operations under one roof and offers invoicing, accounting, human resources, CRM, and more features. 

With its easy-to-use interface, Holded helps businesses streamline their operations, providing them with the tools to manage their activities efficiently and effectively.

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As Holded’s partner program grew, managing partner relationships and tracking their leads and deals became increasingly complex. The existing system for sharing leads and deals was manual, inconvenient, and prone to errors. This inefficiency was especially problematic as the number of partners increased. 

Holded needed a solution to automate these processes, ensuring that partners could easily share deals and that the rewards and payouts could be handled efficiently and without manual intervention.

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To address these challenges, Holded implemented Kiflo’s PRM platform. The integration process was swift, taking only two weeks, and required just one person from Holded’s team, with strong support from Kiflo throughout. 

The strategy revolved around creating a streamlined, automated deal-sharing and partner reward management system. By leveraging Kiflo’s platform, Holded was able to automate the process of partners submitting deals and receiving payouts, which significantly reduced the administrative burden on their internal team.

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Kiflo’s platform was pivotal in scaling Holded’s partner program by automating the entire partner interaction workflow. Here's how Kiflo made an impact:

• Automated Deal Management and Payouts: One of Kiflo’s standout features for Holded was its ability to automatically track deals from partners and generate rewards when a deal converts into a customer. This automated process ensured partners were rewarded efficiently every quarter without manual tracking or intervention, making the system highly scalable.
• Seamless Partner Integration: Kiflo enabled Holded to add partners directly onto the platform, allowing them to share their deals in real time. This improved communication and visibility into each partner's deals, helping Holded stay updated and respond more quickly to potential leads.
• Improved Communication and Partner Engagement: The platform allowed Holded to easily communicate with their partners, offering real-time insights into deal status and rewards. This improved transparency helped foster better relationships with partners and kept them more engaged with the program.
• Efficient Resource Allocation: With just one team member from Holded required for the setup and ongoing management, Kiflo significantly reduced the number of internal resources needed to manage the partner program. The platform’s ease of use and automation capabilities allowed Holded to focus on scaling the program rather than getting bogged down in manual processes.

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