In Review
11Under consideration
LMS for partner certification
Make it possible for vendors to create their certifications for partners, providing basic courses, training materials and quizes
Wall for partners? Global communication for all vendor's partners
Permissions for New/Under review partner statuses
For some, If the partner's status is New/Under review, he or she does may not have access to the list of leads/adding new leads (to entire tabs) WHY? Because anyone can register from the public link, but not everyone will be admitted by the Tennant. Some of them may want to sign a contract with the new partner first. It is an option to select by the tennant.
Email the Partner Manager/Vendor OR Partner/Partner user on new PRIVATE comment entry in the timeline
Depends who posts it, whether it's for internal use only by partner, or by vendor
Thank you page for form submission
To be editable by vandors and displayed to all that submitted the form
Ability to edit commissions/delete commission
Forecasting module
Making forecasts on partner performance, lead values, commission values etc.
Responsiveness for smaller resolutions (desktop)
Affiliate links
Make it possible for vendors and partners to use partnerplace generated affiliate links for automatic lead creation.
Partners gamification/comparison
Make it possible to quantify partners efforts and achievements, possibly by top %? On vendor scale and global-app scale?
Planned
3Committed and queued
Send a survey to partners
I would like to send different types of surveys to partners, e.g. we have limited resources to do a few training sessions and need to pick the topics that are most interesting to partners, so we send a survey with a multiselect list of topics. Another example: quarterly partner review
Adding new leads for partners - list
It would be useful to be able to search for a partner by entering the partner's name, with a minimum version ranking partners alphabetically. Currently, the list displays Partners in the order in which they were added to Partnerplace, finding the right one takes some time.
List/directory of partner programmes
Making a list of publicly available partner programmes to be explored by partners (+vendors?)
In Progress
6Actively being built
Filters for Source selectors of leads
2way Hubspot integration
Copying the content of the lead form
It would be useful to be able to copy the questions and answers from the lead form filled in by the partner. This would allow the content of the form to be easily copied into an email / Slack / CRM not integrated into Partnerplace.
Hints (i) for users in pages with complex functionality
perhaps little (i) icon, which on hoover gives a little info pop-up
Favicon in branding
Add Favicon graphics in branding
Integration with Slack
Making it possible to push out notifications to slack channels (new lead added or lead status changes for instance)
Completed
18Recently shipped
Add main admin as partner manager
Email notification on lead changes of status and stage
Email to be received by the side not making the change (if partner make the change, partner manager receives it and vice versa.)
Whitelabel
Whitelabel the app on custom domain for the user
Integration with Hubspot
Needed so that the users can sync their leads between Partnerplace and Hubspot
Edit commission / Commission variable over time
It would be useful to be able to edit already set partnership levels in terms of % commission. At the moment I do not see this possibility. Furthermore, an interesting option (and even applicable for one of our partners) would be the possibility to set a variable commission depending on the duration of the contract. E.g. an affiliate has a liftime commission from a referred customer, but in the first 6 months of the contract he has a 15% commission and in the remaining months he has a 10% commission.
CSV importer of leads/partners
Permissions on ability to edit lead stages
In some companies it is Tennant who closes the lead, in others it is the Partner. For some people, both sides can do it.
(i) icon on lead list row for any changes
Ability to edit Stage names by tennant
API for leads
Make it possible to access Lead functionaries in Partnerplace with an API
Rejected
Closed or declined
No Rejected issues