Product Features
Marketplace
Marketplace
Where customers browse and filter a list of partners, view their profiles, start an engagement or buy services, and/or integrate solutions.
Where customers browse and filter a list of partners, view their profiles, start an engagement or buy services, and/or integrate solutions.
Pick a template and customize it to fit your brand or work with us to create a new design.
Your directory could be a standalone or shared marketplace. You choose, have a separate service and technology partner marketplace, or have both housed underneath one.
These partner profiles included detailed information about your partner and what they have to offer: services, apps, integrations.
You also have the ability to add a call-to-action for customers to start a conversation with your partners before they're ready to take the buy or install action.
Properties for this template can be setup as custom attributes and managed by SuperAdmin.
Service Solutions: These are ready-to-go service packages for customers to browse
and
buy.
These packages can include information such as: deliverables, timelines, costs breakdown, what's not
included, etc.
They also come with a commerce-enabled CTA's where customers are directed to a checkout page or lead
inquiry form where customization can be requested.
App/Integration solutions: These are apps/integrations for customers to connect to
your core tech product,
This listing will contain information about the integration, how it works, features, pricing and a
CTA
to get the the integration.
Dynamic filters
Switch between filter sets as you toggle between different scenarios: e.g. Filters by use case/
partner
type/ category, etc.
No code setup
As a SuperAdmin, set up and manage filters. Setup filters based on database values or define custom
values.
Remembering engine
We store filters into a user session. As a user navigates through the marketplace and returns to the
listing page
where filters are found, we will display the selected filters from their search.
Start a Dialog
Customers get to engage in a conversation with partners before they're ready to buy or install.
Digital RFPs
Customers can send partners briefs based on their bespoke needs and they can turn these into digital proposals.
Buy Now
Send customers to a checkout page where that can make payment.
Inquire & Start Chat
Customer's get to request your package and customizations they'd like.
Web-to-lead Forms
Customers get to submit a forms so that partners can get it touch with them
- Differentiate profiles or solutions by adding a badge/ icon.
- A good time to use this is if you're running a campaign, for tiering, accreditation/ certifications.
- Choose a set of criteria such as campaign type, partner tier, accreditation, campaign status discount availability.
- Create a list of recommended partners when a customer engages with a partner that as an example, isn't offering a discount or doesn't have an accreditation.
Pick a template and customize it to fit your brand or work with us to create a new design.
Your directory could be a standalone or shared marketplace. You choose, have a separate service and technology partner marketplace, or have both housed underneath one.
These partner profiles included detailed information about your partner and what they have to offer: services, apps, integrations.
You also have the ability to add a call-to-action for customers to start a conversation with your partners before they're ready to take the buy or install action.
Properties for this template can be setup as custom attributes and managed by SuperAdmin.
Service Solutions: These are ready-to-go service packages for customers to browse
and
buy.
These packages can include information such as: deliverables, timelines, costs breakdown, what's not
included, etc.
They also come with a commerce-enabled CTA's where customers are directed to a checkout page or lead
inquiry form where customization can be requested.
App/Integration solutions: These are apps/integrations for customers to connect to
your core tech product,
This listing will contain information about the integration, how it works, features, pricing and a
CTA
to get the the integration.
Dynamic filters
Switch between filter sets as you toggle between different scenarios: e.g. Filters by use case/
partner
type/ category, etc.
No code setup
As a SuperAdmin, set up and manage filters. Setup filters based on database values or define custom
values.
Remembering engine
We store filters into a user session. As a user navigates through the marketplace and returns to the
listing page
where filters are found, we will display the selected filters from their search.
Start a Dialog
Customers get to engage in a conversation with partners before they're ready to buy or install.
Digital RFPs
Customers can send partners briefs based on their bespoke needs and they can turn these into digital proposals.
Buy Now
Send customers to a checkout page where that can make payment.
Inquire & Start Chat
Customer's get to request your package and customizations they'd like.
Web-to-lead Forms
Customers get to submit a forms so that partners can get it touch with them
- Differentiate profiles or solutions by adding a badge/ icon.
- A good time to use this is if you're running a campaign, for tiering, accreditation/ certifications.
- Choose a set of criteria such as campaign type, partner tier, accreditation, campaign status discount availability.
- Create a list of recommended partners when a customer engages with a partner that as an example, isn't offering a discount or doesn't have an accreditation.
Admin Portal
This is the central management center for marketplace administrators to manage all data to your partners, their solutions and your customer engagements.
In this portal, you will be able to customize property values relating to your partner profiles, monitor engagements between partners and customers, track search queries, view reporting dashboards and manage review and approval workflows between yourself and your partners.
This is the central management center for marketplace administrators to manage all data to your partners, their solutions and your customer engagements.
In this portal, you will be able to customize property values relating to your partner profiles, monitor engagements between partners and customers, track search queries, view reporting dashboards and manage review and approval workflows between yourself and your partners.
If you have existing partner and solution data living in a different tool or excel sheet, we'll migrate this data over into the marketplace. This makes it easier to invite your partners to manage their accounts with existing content that they can update themselves.
You can manage user roles and permissions so that you can decide who gets to do what.
Custom roles ands permissions can also be setup based on your own business processes.
Build out your own partner profile and solution templates buy using our custom property tool.
You get to add form sections and assign custom properties to each section.
When building your custom properties, choose from a selection of property types and add to your set of filters that will be displayed on the marketplace.
As a Super Admin, you'll be able to manage the content for your directory template. The default template enables you to customize filters and copy.
The layout of the directory is fully customizable to your brand CI
With Super Admin access you'll be able to review profile updates, approve profile edits, view engagements such as project requests and web-to-lead submissions. Additionally you'll be able to set up and manage profile properties, filters and your marketplace template. .
If you have existing partner and solution data living in a different tool or excel sheet, we'll migrate this data over into the marketplace. This makes it easier to invite your partners to manage their accounts with existing content that they can update themselves.
You can manage user roles and permissions so that you can decide who gets to do what.
Custom roles ands permissions can also be setup based on your own business processes.
Build out your own partner profile and solution templates buy using our custom property tool.
You get to add form sections and assign custom properties to each section.
When building your custom properties, choose from a selection of property types and add to your set of
filters that will be displayed on the marketplace.
As a Super Admin, you'll be able to manage the content for your directory template. The default template
enables you to customize filters and copy.
The layout of the directory is fully customizable to your brand CI
With Super Admin access you'll be able to review profile updates, approve profile edits, view engagements such as project requests and web-to-lead submissions. Additionally you'll be able to set up and manage profile properties, filters and your marketplace template. .
Partner Portal
For partners, they will be able to manage their profiles, set up packages, create custom proposals, respond to briefs, communicate with stakeholders on projects and more.
For partners, they will be able to manage their profiles, set up packages, create custom proposals, respond to briefs, communicate with stakeholders on projects and more.
Partners get to keep their profile fresh in real-time with an easy to manage partner profile form.
Out-of the box integrations into CRMs such as HubSpot is available for your partners.
Should you wish to provide your own set of integrations into your own technology/other third-party tools, we have the infrasture to do so.
This is the starting point for partners to be able to sell their ready-to-go packages on your directory. With a guided form, partners are walked through the steps to complete their service packages.
This template is fully customizable.
Partners get to set payment milestones for every service package or proposal based on how they'll deliver their work. This is linked to their payment method, and when the next payment is due, partners get to trigger off payment collection. Partners can choose to collect payments online via your payment gateway or offline where they invoice the client directly.
Partners can use the service package form builder to craft bespoke solutions for customers. These proposals are commerce-enabled, and work the same as service packages with the full conversation and payment mechanisms.
For every proposal sent or service package requested, a project is created where partners get to modify details, engage with customers through the chat feature and trigger off payment collections.
Partners get to keep their profile fresh in real-time with an easy to manage partner profile form.
Out-of the box integrations into CRMs such as HubSpot is available for your partners.
Should you wish to provide your own set of integrations into your own technology/other third-party
tools, we have the infrasture to do so.
This is the starting point for partners to be able to sell their ready-to-go packages on your directory.
With a guided form, partners are walked through the steps to complete their service packages.
This template is fully customizable.
Partners get to set payment milestones for every service package or proposal based on how they'll deliver their work. This is linked to their payment method, and when the next payment is due, partners get to trigger off payment collection. Partners can choose to collect payments online via your payment gateway or offline where they invoice the client directly.
Partners can use the service package form builder to craft bespoke solutions for customers. These proposals are commerce-enabled, and work the same as service packages with the full conversation and payment mechanisms.
For every proposal sent or service package requested, a project is created where partners get to modify details, engage with customers through the chat feature and trigger off payment collections.
Customer Portal
This is where your end-customers can engage with your partners by sending them briefs, browsing ready-to-go packages (if required), accept proposals, send you communication and make milestone payments and close the project with a rating and review.
This is where your end-customers can engage with your partners by sending them briefs, browsing ready-to-go packages (if required), accept proposals, send you communication and make milestone payments and close the project with a rating and review.
The central dashboard is where your customer can keep an eye on important reports, send partners briefs and browse services.
Customers get to collaborate in real-time with your partners on active proposals or projects.
We use Stripe as the payment infrastructure for online payments but can integrate into your payment gateway of choice.
Customers get to make online payments at every project milestone.
Once a service has been delivered, customers get to leave your partners a rating and review. You decided if you'd like to publish these or keep them private.
The central dashboard is where your customer can keep an eye on important reports, send partners briefs and browse services.
Customers get to collaborate in real-time with your partners on active proposals or projects.
We use Stripe as the payment infrastructure for online payments but can integrate into your payment
gateway of choice.
Customers get to make online payments at every project milestone.
Once a service has been delivered, customers get to leave your partners a rating and review. You decided if you'd like to publish these or keep them private.
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