It can be hard to find the right Partner Portal for you. In our Partner Portal Checklist, we give you a rundown of the features we’ve found to be especially important to look for when choosing a solution.

If you’ve been wondering how to actually choose a Partner Portal, this checklist is for you. It goes through some of the most important things to look for, what features you may need to properly enable, engage and manage your partners and distributors.

What to look for in a partner portal

Use this checklist when looking at different vendors. It can help you choose a solution that will truly benefit you, your organization and your sales results.

What a Partner Portal Should Offer You

When talking to vendors, fill in the blanks to see if their offering has what you need

YES
NO
DON'T NEED

Partner Onboarding

Capabilities related to onboarding and training new partners

Built-in learning management (LMS)
Dedicated partner training and certification
Download and share certification
Data on partner progress

Partner Management

Capabilities related to managing your partners

A segmented overview of all partners
Global content repository
Dedicated partner portals for each partner
Content version control
Password-protected partner portals
Partner portal templates
Activity tracking and analytics

Partner Engagement

Capabilities related to engaging your partner and earning mindshare

Being able to notify partners about updates etc.
A built-in chat for Q&A
The opportunity to send engaging video messages to partners
Dynamic design capabilities for personalizing portals

Partner Enablement

Capabilities related to enabling your partner with the right material

Being able to share large volumes of content in one place
Easy updating of content
Access rights to control who sees what content
Intuitive content filtering and sorting for ease of navigation
⚠️ Please answer all questions before calculating the score.

Choosing the right solution for you

If you’re looking at this page, odds are you have been thinking about adding a Partner Portal to your toolbox. If you are, remember this: whatever portal you choose needs to make it easier for both your team and your partners. Here, our own SP_CE Partner Portal can help your team save more than 15 hours a week by letting you manage, enable and engage partners from one central place – while your partners will save both time and headache by always having access to the material and answers they need.

Something that can translate to a higher partner performance, better partner relationships and more time for team members. That’s good for everyone involved in your indirect sales machine – and your sales results.

Curious to know more? Read more in our Partner Portal FAQ or contact us today to see how SP_CE works in action.

Seeing is believing.

Ready to see it in action? Book your personalized demo and discover how leading companies are preparing for the future in channel sales.