Purpose
This article provides best practices for our feature, Partner Plan, to Allbound Administrator users.
Introduction
You cannot improve what you do not measure. Setting goals for your partners and creating visibility and accountability are essential for driving partner revenue. Allbound helps you quickly and easily automate that process, giving you and your partners real-time visibility of partner performance towards plan, maximizing the ROI of your partner program.
The information in the Plan overview section is important to you and your partners. It includes the purpose and the name of the Plan, the timeframe, and important Plan milestones.
The Partner Plan settings will determine how your partners can and should interact with the Plan. You will be able to set who can edit or check off to-do items within the Plan.
Best Practices
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To strategically determine which of your partner companies would benefit from an Allbound Partner Plan, follow these best practices:
- Within the Allbound platform, you as an Allbound Administrator user can filter and export the Company table to decide which of your partner companies in the portal could benefit from an Allbound Partner Plan
- Example filters: "Partner Region," "Partner Type," "Partner Tier," "Partner Industry," etc.
- Determine which of your partner companies conduct regular QBRs
- Determine which of your partner companies bring in the most revenue for your company and then you may create a Partner Plan based on a revenue goal
- Within the Allbound platform, you as an Allbound Administrator user can filter and export the Company table to decide which of your partner companies in the portal could benefit from an Allbound Partner Plan
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To fully harness the power of our Partner Plan feature, follow these best practices for optimal usage:
- Always give your Partner Plan a succinct and distinct name
- Example Plan names: "Platinum Reseller Partners 2024," "Referral Partners, 2024," etc.
- To save time, create Partner Plan templates; especially if certain partner companies need to achieve similar or the same goals
- *Note: in order to assign a Partner Plan to a partner company via the Companies table in the Allbound platform, it must be in the form of a Partner Plan template
- Always give your Partner Plan a succinct and distinct name
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- To save time, once you create a satisfactory Partner Plan template, you can always duplicate the template from the Partner Plan "Manage Templates" table and edit if necessary
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- You may customize your Partner Plans by renaming the Plan's section tabs, especially if our default section names do not adhere to your company's jargon
- Example: Rename "Sales" to "Revenue," rename "Onboarding" to "Compliance," etc.
- Always add detailed descriptions to each section in a Partner Plan so all of your partner users are on the same page and understand the goals that need to be met
- Ensure that your Partner Plans fiscal year adhere to your fiscal calendar year settings in your portal. To view/edit this information, you may click on the Settings Gear icon within the top toolbar, click on "Account Settings," and within the "General" tab and "Configurations" section, find the "Select Fiscal Year Cycle" field, from the drop-down menu, choose your company's fiscal year, click the "Save" button in the upper right to save your changes
- You may customize your Partner Plans by renaming the Plan's section tabs, especially if our default section names do not adhere to your company's jargon
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- When you are conducting QBRs with your partner companies, screen-share or use screenshots from the Partner Plan feature to guide and visually demonstrate to your users their progress
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To understand Partner Plan's visibility rules, follow these best practices:
- As an Allbound Administrator user, only you have the power to create Partner Plans; strategically discuss with your partner companies which goals they need to meet in order to create a successful and detailed Partner Plan
- As an Allbound Administrator user, you are able to assign Allbound user roles to your partner users in the portal
- Strategically assign specific portal partner users an Executive or Manager user role; partner Executive or Manager user roles may "check off" any of the Checklist goals within a Partner Plan
- If a Partner Plan is assigned to a company, the Partner Plan portal dashboard widget displays between the "My Pins" and the "Most Popular Content/Newest Content/Recently Viewed Content" widgets
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- The Partner Plan widget automatically populates for Allbound Administrator users, partner Manager, and partner Executive user roles
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To view and follow a Partner Plan's progress, follow these best practices:
- As an Allbound Administrator user, ensure that Allbound portal user roles are correctly designated in order for the Partner Plan dashboard widget to populate to the correct people
- The Partner Plan dashboard widget shows colorful completion gauges
- As an Allbound Administrator user, you may view Partner Plan progress via the Companies table: click on the Settings Gear icon within the top toolbar, click on "Companies," click on the "Columns" button, click on the "Add Columns" button, scroll down to the Partner Plan section and then click the checkbox(es) next to the column title you wish to add to the Companies table, re-arrange the columns by drag and drop, click on the "Apply" button to save your changes
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about our Partner Plan feature: