Partner Ecosystem Software Tour

Scale Beyond Spreadsheets and Emails

Grow your existing program by giving partners real-time access to leads, deals and revenue data.
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Recruit

Speed Up Partner Applications and Approvals

Make it easy for potential partners to apply and faster for your team to evaluate fit and get them started
Application Forms
Create custom signup forms to capture key information from potential partners.
Prospection Pipeline
Track and manage prospective partners through pre-defined stages.
Approval Workflows
Automate partner acceptance and notify all relevant stakeholders when ready.

Onboard

Turn Partner Onboarding into a Repeatable, Scalable Process

Guide partners through an onboarding experience that builds trust and quickly gets them productive.
Onboarding Pipeline
Build custom onboarding steps and track partner progress.
Automated Sequences
Send emails and tasks as partners complete onboarding milestones.
Help Center
Share training materials, product docs, and marketing assets in one central hub.

Enable

Educate Partners and Keep Them Engaged

Share content, training, and resources that help partners close more deals.
Lead Sharing
Share, assign, and track leads with your partners, from first contact to close.
News
Keep partners in the loop with program announcements and product updates.
Business Plans
Create and track custom business plans and goals for each partner.

Track

Never Lose Track of Partner-Sourced and Partner-Influenced Revenue Again

Capture every lead and deal from partners while giving them visibility into the sales process.
CRM Integration
Two-way sync with HubSpot, Salesforce and major CRMs. Keep all deals up to date.
Lead Registration
Let partners submit leads using forms and referral links.
Revenue Attribution
Prevent conflicts and build trust by ensuring clear opportunity ownership.

COLLABORATE

Keep Partners Updated Without the Back-and-Forth Emails

Plan shared activities and give partners visibility into their pipeline and deal progress, all from your Kiflo dashboard.
Partner Portal
Build self-serve portals that give partners all the information they need.
Shared Pipeline
Share your deal pipeline so partners know what happens with each deal at every stage.
Notes & Tasks
Communicate with partners on deals. Assign tasks to keep activities on track.

INCENTIVIZE

Automate Partner Rewards and Payouts

Set up custom reward structures for different partner types and tiers, including perks, discounts and commissions.
Custom Commissions
Create multiple commission structures that match any program condition.
Reward Tracking
Calculate commissions automatically as deals close or renew in your CRM.
Self Invoicing
Kiflo automatically generates an invoice for the payout amount to streamline commission payments and avoid back-and-forth with your partners.

MEASURE

Track and Share Your Partner Program’s KPIs

Know which partners bring more revenue and what makes them successful, so you can replicate with others.
Performance Dashboards
Track key metrics from lead submission to revenue generation.
Partner Activity
Monitor engagement levels and identify partners needing attention.
Revenue Reports
Measure partner-sourced and partner-influenced revenue impact.

AUTOMATE

Scale Your Program Without Growing Your Team

Automate repetitive tasks and communications to focus on strategic partner relationships.
Email Automation
Send targeted updates based on partner type, stage, or activity.
Channel Conflict Detection
Identify conflicts between Kiflo and your CRM to ensure strong relationships with partners.
Workflow Builder
Create automated task workflows for onboarding, enablement and engagement.

Integrations

Make your partner program more transparent and automated

Connect your CRM and the tools you need to manage your whole partner program, without ever leaving Kiflo.

Trusted by 400+ partner-driven businesses worldwide

Challenges
  • Time wasted managing partners via spreadsheets and emails
  • Partners (and sales) email you asking for updates on deals
  • New leads are scattered across email, Slack and spreadsheets
  • Partners never know how much they’re making in  commission and rewards
  • Onboarding new partners leads to multiple calls and duplicated resources
How Kiflo Works
  • One single source of truth for all your partnership data
  • Partners (and internal teams) check deal status on their own, anytime
  • Every lead captured and tracked in one place
  • Partners see earnings update in real-time
  • Partners follow a pre-defined onboarding process that gives them access to every resource they need

A PRM Platform for All B2B Partner Programs

Referral Partners

Give partners real-time visibility into their leads so they stay engaged and keep the referrals flowing.

Reseller Partners

Share collateral and training with resellers so they can successfully sell your product.

Affiliate Partners

Generate unique tracking links and let affiliates monitor their impact and earnings.
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Experience how Kiflo can scale your partner program.
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