Overview

Partnerhub helps to make partnerships less of a guessing game. We allow agencies to find new partners based on your target client person and to manage those partnerships through pre-curated onboarding steps.

Using Partnerhub

Dashboard

The Dashboard provides a quick overview of activity inside Partnerhub. Your team can gain quick insight into how many partners you have, how many potential partners are vetting your request to partner, and how many potential partners are in the Partnerhub ecosystem. Additionally, you can use the dashboard to find the most recent activity. 

Projects

Projects are where you can move your partnership through specific stages based on the type of partnership. Agencies can use the New Partnerships project to manage the partner onboarding process with a SaaS company; and they can use the Co-selling Partnership project to manage the stages of a co-selling routine. 

Partner profiles

The partner profile is the primary place for your team to learn about a SaaS company’s partner program and offerings. Additionally, this is where your team can manage tasks, post discussions, and share documents.  

• Profile: view the profile for an overview of what the SaaS company offers in their partner program and their product offering. When viewing the profile tab, you can Deploy, Snooze, or Pass the partnership. Snoozing will hide the partner’s profile 
• Discussions: send and receive messages to/from the partner for quick communication that your whole team can view
• Tasks: create, assign, and set due dates for tasks for your team to complete. Tasks are internal to your team only and are not visible to partners. 
• Documents: view documents shared by the partner and save to your document repository
• Live offers: take advantage of limited time offers from SaaS partners. The offers are additional partnership drivers on top of their standard partner incentives (ex. backlinks, free accounts). Live offers are a great way to find co-marketing opportunities. 

*Partnerhub reviews all live offers submitted by SaaS partners before posting to the partner profiles

Partners

Find all active partnerships on the Partner page. Partners are listed in one of the buckets described below:

• Technology Partners: all tech companies that have approved your request for partnership
• Agency Partners: all agencies that have approved your request for partnership (*coming soon)
• Requests: all partners your team has added to Partnerhub

Documents

Use the documents page to upload documents, share with partners and find saved partner documents. 

Activity & Notifications

Visit the Activity page to find all recent activity by partners. Some activities will also trigger in-app notifications as well as email notifications. The owner of your team account can enable or disable specific in-app and email notifications.