Setting up the right assets in your partner portal can ensure the success of your resellers. As you get started with this process, we've put together a short guide for you to think through the needs of your portal to increase your chances of a successful partner launch and adoption process over the first few months.
Understanding your partner needs
Every partner is different; before you start compiling your assets for launch, we recommend thinking about the challenges your partners face and what assets can help solve their most pressing concerns.
Sales challenges: velocity
Sales teams face a great number of challenges when trying to close a deal:
- Finding the right assets at the right time
- Understanding which assets should be used in the right context
- Knowing the best assets to tailor their message towards the persona/profile of the contact they are addressing
Sales challenges: closing opportunities
Depending upon the stage an opportunity is in, sales reps need different types of assets:
- Sell sheets
- White papers
- E-books
- Brochures
- Videos
All of the above assets serve different purposes in the sales process and can help push a prospect further along.
For a new partner portal launch, which would work best?
New Portals
Are you addressing sales challenges?
Use our checklist below as you start to work with our Asset Organizer.
- Compile and sort all current marketing or sales assets available to partners
- Identify how assets should be tagged based on the target persona of the partner-user: (1) sales (2) marketing (3) manager
- Filter tags further by adding additional tags to recognize the role the asset plays in the sales process: is it specific to the introductory or closing phase?
- Further narrow down your assets -- do you have any specifically tailored per persona (CEO, CMO, CTO etc)?
Are you addressing marketing challenges?
You can utilize much of the sales checklist to address marketing concerns, but should be sure to start with the assets that are easiest for you to compile upfront.
We've created a handy table to assist you:
+Effort - any assets that require coding or customization
- Time - any assets with simplified designs or that are easy to implement
Examples:
(+) Effort | (-) Time |
Co-branded print assets that need to be modified with white space for logos | Print assets with no personalization |
| Websites | Social media images |
Landing pages | Single email campaigns |
Social media drip campaigns | Sell sheets |
Email drip campaigns |
|
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