Open the platform and start working the way revenue teams actually operate. Connect your CRM and calendar, set up user roles for direct sellers and partners, and publish a shared workspace where everyone sees what they need. Invite resellers through a branded portal, assign onboarding tracks, and define deal registration and approval rules. Upload your product catalog and pricing, organize collateral in folders, and lock brand elements so field teams can personalize safely. Map lead and opportunity stages, create routing rules, and set alerts so new inquiries, expiring certifications, and stalled deals never go unnoticed.\n\nLaunch campaigns without juggling a dozen tools. Pick a prebuilt journey template, choose your audience, and co-brand assets for each partner in seconds. Approvals keep messaging on-brand while letting local teams tailor offers, links, and disclaimers. Publish landing pages, emails, social posts, and webinar invites from one screen; translations and variations live alongside the originals with version control. Use tokens to auto-fill contact, account, and partner details. Trigger follow-ups based on engagement, hand hot responses to sales automatically, and pause automation once a meeting is booked to avoid overlap.\n\nGive sellers everything for the next conversation in one view. When a lead crosses a score threshold, the assigned rep or partner receives full context: campaign touches, content viewed, form responses, and recommended next steps. The platform assembles a pitch deck, data sheet bundle, and discovery guide tailored to the buyer’s industry and stage. Reps send 1:1 emails with tracked links, spin up a microsite with curated resources for the account, and use guided talk tracks that adjust as new information is captured. Built-in coaching provides quick video refreshers and quizzes; managers see completion and call outcomes to target coaching where it matters.\n\nMeasure what’s working from first touch to revenue. Dashboards show pipeline created, win rates, and cycle time by campaign, asset, and partner. Compare cohorts, run attribution views, and spot bottlenecks across the funnel. Content heatmaps reveal which pages, slides, and videos close deals; A/B tests surface the best subject lines and CTAs. Manage market development funds end to end: requests, approvals, proof of execution, and reimbursements. Monitor partner health—portal logins, certification status, campaign activity—and send automated nudges when engagement dips. Export QBR reports in one click, and enforce governance with role-based access, brand guardrails, and consent tracking—all in one place with direct and partner teams aligned.
Mindmatrix
Custom
Training and Onboarding & Guided Selling
Sales Automation
Sales Asset Management
Marketing Automation
MSP Advantage Program
Sales & Marketing Concierge
Partner Relationship Management (PRM)
Channel Partner Marketing
Partner Enablement
Sales & Marketing Concierge
For Sales Cloud PRM Users
Vendor Services
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