Manage your data-driven channel with Unifyr. Take advantage of your own intel to steer your program toward higher growth—starting today! You are just a button click away from these features!
Here's a quick description of each feature in Unifyr.
| Fast-track your partner's success through proactive engagement and onboarding. | |
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| Feature | Description |
| Partner Portal Management | Design your Partner Portal for Partner success. We began with the belief that portal building should not be hard. It shouldn't require a web designer. Instead, we wanted program specialists to have the opportunity to quickly build and adapt content to meet the needs of Partner organizations that change quickly. In Unifyr, the FastTrack Portal Builder tools allow users to refresh and update your portal in minutes in response to a business need. Users can quickly and easily build and modify page layout, color schemes, menus, content, and styling to build and modify the site. All elements of the Portals are mobile-responsive. Additionally, content is fully editable and may be entered as text or HTML. |
| Partner Registration | From Unifyr's portal, register and auto-approve partners, based on your registration and approval processes. Each program has unique requirements. So, Unifyr is designed to support your program's application process, data collection requirements, routing and approval steps. New partners and partner contacts are immediately synchronized to your CRM via the CRM connector and kept automatically up to date between the two applications. Partners can manage their own program membership, credentials, profile data, training, and other program participation. Super-users can audit and manage colleague access and via partner-wide reporting, reducing the effort of administering the partner program. |
| Partner Guided Onboarding | Guide your partners to promote and sell your solutions. We know that relationship consistency delivers results, so we have allowed you to design a program that meets the needs of new and existing partners. In Unifyr, manage approvals and account assignments, capture and ensure compliance with contracts, welcome them to the program, show introductory content, offer personalized training plans, monitor activity and send regular updates and notifications to encourage engagement. |
| Recruitment & Targeting | Not all potential partners are created equal. Unifyr allows you to target your ideal partners through segmentation and then continue to engage them with nurture campaigns. Through the tools, you can offer calls to action to register on your portal and then automate partner initiation with Unifyr's automated workflow. If needed, partner applications can be stored as leads and synchronized to your CRM as Leads. |
| To-Partner Communications | Create a regular to-partner communication cadence by building content-rich partner communications, including newsletters, announcements, and ad-hoc email blasts. Unifyr supports HTML and text email templates, with advanced content editing and link tracking. Build your email target list with our powerful selection tool, preview, test, and approve communications before scheduling them for distribution. Unifyr automatically displays emails within the portal as well, and monitors and reports on partner response, so that you know who is engaging with your program. |
| Collateral | Centralize and manage your partner enablement content. Unifyr offers a highly flexible repository for digital assets of any type, grouped and tagged ready for display in the partner portal. In Unifyr, you can bulk-upload assets or reference a remote location. A wide range of tagging options is provided for displaying assets within the pages of your partner portal, with a choice of layouts and search options provided for partners. |
| Training & Certification (LMS) | Create, manage, and monitor partner training with ease, using Unifyr's Channel LMS, certifying both partners and individuals. Self-service set-up for both online and live training, with courseware deployment, registration, testing, and scoring, reporting, and management. Your training program can be used for specialty certifications, ongoing training, product launch training, as well as for marketing or industry skill-building. To support your program, you can build and offer branded Certification programs supported with printed Certificates, notifications, social sharing, and monitoring against personal and company training targets. Training data is fully integrated into Unifyr with partner specialization data, Success Planning Tools, and Partner Score targets. |
| Custom Domain | You can set up a Custom Domain for your Unifyr partner portal. This enables you to have your own URL to identify and promote your channel program. |
| Partner Segmentation | Not all potential partners are created equal. Unifyr allows you to target your ideal partners through segmentation and then continue to engage them with nurture campaigns. Through the tools, you can offer calls to action to register on your portal and then automate partner initiation with Unifyr's automated workflow. If needed, partner applications can be stored as leads and synchronized to your CRM as Leads. |
| Partner Scoring & Achievements | Encourage learning and participation in the channel program with Unifyr's gamified approach to partner scoring and achievement badge management to track both onboarding and periodic training for your partners. |
| Success Planning | Shared accountability in the channel begins with defining goals and driving toward a success plan. Unifyr streamlines joint success planning activities with partners through automated goal setting and tracking in Unifyr. The solution supports tracking of revenue and sales goals, sales plans, account planning, and MDF management. |
| Business Processing Engine | Turn your team's focus on high-value tasks instead of day-to-day administration. Unifyr provides configurable business workflows to automate a range of management approval processes and business decisions. Once set, approvers are alerted to outlying processes or tasks. We recommend an annual audit of business processes to ensure that the system supports your program's current best practices. |
| Multi-Language Support | Showcase the platform in the preferred language of your partners. Available in 13 languages |
| Custom Fields | Create and sync custom fields within your channel ecosystem |
| Reporting & Dashboards | World-class reporting dashboards, easy-to-use interface, and new tools for creating and sending to partner communications. Take advantage of reporting flexibility: drill down into important data, compare data by configurable date ranges, and filter to see important info. Benchmark performance by campaign or partner. You will be able to use the data to grow pipeline and speed deal velocity. Steer investments to most valuable campaigns or partners Use insights to stop performing activities that don’t deliver results |
| Feature | Description |
| Marketing Campaign Manager | Equip both marketing-savvy and marketing-challenged partners to build a sales pipeline with ready-to-launch campaigns. Knowing that many partners lack the time and talent to assemble campaigns, the solution in Unifyr ensures that organizations build a sales pipeline and remain in compliance with regulations, such as CASL (Canada) or GDPR. Unifyr's content-rich campaigns can include multiple touches, including newsletters, emails, online advertising, social media posts, telemarketing, and more. Campaign Dashboards with success reporting give partners clear and immediate feedback data on the success of their campaigns and prompt them to follow up on the leads generated. Suppliers manage marketing results with Campaign and Partner performance dashboards. |
| Email Campaign Manager | Equip partners to build, customize, and execute email communications to their customers and prospects with Through-Partner communications. We promote GDPR and CASL compliance to ensure partners follow global best practices for list management and content distribution. |
| Marketing Email Templates | Best practice example templates provided out of the box that can be branded, co-branded, and used by both you and your partners. |
| Digital Asset Library | Centralize and manage your partner marketing content. Unifyr offers a highly flexible repository for digital assets of any type, grouped and tagged ready for display in the partner portal. In Unifyr, you can bulk-upload assets or reference a remote location. A wide range of tagging options is provided for displaying assets within the pages of your partner portal, with a choice of layouts and search options provided for partners. With Media Library your digital assets are easy to load, tag, publish, and retire when they’re no longer relevant. |
| Social Media Syndication |
Help partners automate social posts on the most popular social media sites (such as Facebook, X, and LinkedIn). Unifyr allows partners to set a schedule for social content, directly connected multiple social media sites, and supplemented with supplier-provided information. Using Unifyr’s Social Media Syndication, your channel partners gain access to an entire library of valuable content they can use to reach out, connect with, and expand their communities. The result? Better relationships with key targets, stronger brands, more qualified leads, and increased sales volumes. |
| Web Content Syndication | Equip partners to share co-branded content to build a sales pipeline. In Unifyr, syndicated content within the partner’s website or landing pages adjusts automatically based on data about current website visitors. This dynamic content syndication provides a real-time modification of webpage content allows you to target the interests of website visitors to deliver the most relevant content to the user based on user behavior or characteristics. Delivering the right content at the right time greatly increases website visitor conversion rates. Through Unifyr, partners can market with rotating offers, videos, lead capture forms, product showcases, and downloads including white papers and case studies. |
| MDF Manager with Dashboard | Track and provide transparency around MDF investments for you and your partner. In Unifyr, partners can submit MDF plans online, detailing planned activities, and selecting from available campaigns. Requests can be submitted for approval via a configurable approval process. The process also supports the submission of payment claims, with associated documentation and approval processes. Multiple budget groupings are available to support both simple and complex fund rules. Reporting and follow-up are built into the MDF feature. |
| Campaign Marketplace | Offer partners full-service, funded marketing campaigns delivered by preferred providers. In Unifyr, suppliers can provide marketing campaigns supported by an agency for purchase by partners either with appropriate payment or via MDF. Whether your partner needs help with branding, website design, content development, or campaign execution, Marketplace offers a one-stop-shop for connecting with providers, and also has the effect of increasing uptake of MDF funds. Analytics are provided for customers on the effectiveness of MDF utilization. |
| Marketplace for Providers | Support partners' marketing needs by connecting them to recommended providers for marketing, services, and technology needs. Whether your partner needs help with marketing (branding, website design, content development, campaign execution) services (implementation), or technology (integration development), Marketplace offers a one-stop-shop for connecting with providers to create marketing tools and resources. |
| Feature | Description |
| Deal Registration | Minimize channel conflict by tracking partner-registered deals in Unifyr. To protect partner deals and territories, Unifyr offers both manual and integrated deal registration solutions. Once registered by a partner, the deal is reviewed and approved according to your deal approval process. Deals, which are synchronized with your CRM, track target accounts, solution, and target price. |
| Lead Distribution | Funnel hot leads to the right partners. In Unifyr, leads can be routed by territory rules, performance measures, or contractual commitments. Unifyr supports a collaborative sales process by automatically assigning and distributing qualified leads via intelligent email notifications or directly syncing into your partners' CRM systems. Distributed leads include relevant details, such as profile data (name, company, etc.) and lead history (campaign, emails opened/ clicked, website views, etc.) to establish rapport, nurture prospects, and close more deals. |
| Lead Registration | Allow partners to register a prospect as a lead rather than a formal opportunity or deal. In Unifyr, you can approve the Lead Registration and track its pipeline progress or follow the partner's nurture activities with the target. |
| Opportunity Management (Partner) | Manage pipeline health and deal velocity in Unifyr. Partners can update their opportunities as they progress through the sales cycle. Partner 'Deals' are synchronized from Unifyr to your CRM system. Partner 'Opportunities" can be synchronized from Unifyr to your partner's CRM solution. (Professional & Enterprise Editions only) |
| Pricebook & Product Support | Ensure compliance with products and pricing by capturing details in the partners' opportunities. Unifyr supports and maps products from one or many Product Catalogs with single or multi-currency prices. Distributor price books are also supported, and a range of price promotion rules can be applied to the pricing displayed on the partner portal. Products and Pricebooks enable partners to enter accurate Product pricing information into their Lead and Opportunity registrations. |
| Partner Locator | Connect potential buyers with partners through Unifyr's flexible ‘find a partner’ service. Available within the Unifyr portal or on your public website, potential buyers can search for a partner seller by geography, certification, partner tier, or another criterion. Results are displayed according to relevance, based on partners' public profiles. Once the potential buyer submits information, the Partner Locator generates emails directly to the partner or creates Leads, via Unifyr, providing value to the partner and traceability. |
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