Articles by Ruben

Partner Marketing

16 Allbound Competitors To Choose From in 2026 (Channelscaler)

Ruben Bellaert
Growth
5 min. read
02 Nov 2025
⚡ TL;DR

Allbound merged with Channel Mechanics and rebranded as Channelscaler, which now combines modern PRM with enterprise-grade pricing, rebates, and channel automation. Still, many SaaS companies shortlist alternatives for faster rollout, CRM-first operations in Salesforce Sales Cloud or HubSpot, co-sell workflows, or TCMA depth. Top picks include Introw (CRM-first, off-portal), Impartner (enterprise PRM + MDF), ZINFI (UPM leader), Unifyr (formerly Zift Solutions), Channeltivity, Magentrix, PartnerStack, StructuredWeb, SproutLoud, WorkSpan, Kiflo, Mindmatrix, PartnerPortal.io, impact.com, and Everflow.

Choosing an alternative to Allbound starts with how your partner program actually runs: where does the sales team live (Salesforce or HubSpot)? Do partners prefer portal workflows or email/Slack? How much marketing automation or TCMA do you need? And will co-selling with hyperscalers matter this quarter — or next month?

Below, you’ll find 16 best options — each with clear “Best for”, why it’s an Allbound alternative, and notable callouts that speak to relationship management, onboarding and training, deal registration, analytics, and integrations across your CRM platform and business applications.

What to look for in an Allbound alternative

  1. CRM-first operations — Keep sellers in Salesforce Sales Cloud or HubSpot while partners work in a portal (or via email/Slack) that syncs customer and partner data in real time. That reduces swivel-chair work and preserves a complete view of accounts, opportunities, and partner activities.
  2. Deal registration and opportunity management — Look for clear conflict prevention, stage mapping, and SLA alerts so channel managers can track deals, forecast, and run pipeline inspection without leaving the CRM.
  3. Partner onboarding and training — Automate partner onboarding steps, certify roles, and deliver outcome-based enablement to track progress, lift partner productivity, and drive adoption.
  4. Through-channel marketing automation (TCMA) depth — If local demand generation is core to your plan, make sure the platform offers brand-compliant campaigns, funds, and content libraries that partners can access and co-brand easily.
  5. Co-sell and marketplace workflows — If hyperscaler routes are strategic, prioritize native integrations for AWS ACE and Microsoft Partner Center so alliance teams can collaborate and sell together from your CRM.
  6. Total cost and services — Compare subscription, implementation, and ongoing admin. In many businesses, lightweight tools reduce time-to-value, simplify registration flows and forms, and free budget for enablement — without sacrificing security or data governance.

The 16 best Allbound competitors in 2026

How to read this list: each entry includes who it’s best for, why it’s a credible alternative to Allbound, and practical callouts about features, integrations, and how teams work day to day.

#1 Introw

Best for: SaaS companies running referral, reseller, and co-sell motions that want the entire partner workflow in Salesforce or HubSpot — while partners can collaborate by email or Slack without needing to log in. That keeps leads and deals in one place and improves operational efficiency.

Why it’s an alternative to Allbound: Instead of standing up a heavy portal, Introw keeps deal registration, notifications, and real-time data inside your CRM, then mirrors updates to partners over email/Slack — all synced back to Salesforce or HubSpot. It’s a clean way to manage partner relationships and track progress without extra admin.

Standout callouts: Native Salesforce/HubSpot field mapping, Slack alerts, and public forms capture submissions and route them to the right objects for attribution and pipeline visibility — useful for channel managers and RevOps who want accuracy without brittle connectors.

#2 Channelscaler (Allbound + Channel Mechanics)

Best for: Companies that liked Allbound’s portal UX but need enterprise-grade pricing, rebate, and incentive automation in one platform.

Why it’s an alternative to Allbound: Because it is the next chapter of Allbound: the company combined with Channel Mechanics and rebranded as Channelscaler, unifying PRM front-end with robust pricing/rebate tooling — a natural upgrade path if you’re comparing Allbound vs. “what’s next.”

Standout callouts: Post-merger materials emphasize scaling indirect revenue and reducing channel costs — handy if your program depends on complex incentives across resellers, distributors, or agencies.

#3 Impartner

Best for: Enterprises with global channels, structured tiering, MDF, and compliance needs.

Why it’s an alternative to Allbound: If you want mature PRM plus end-to-end MDF inside the same management system, Impartner is a long-standing option with deep approvals, reimbursements, and analytics built into the partner portal.

Standout callouts: MDF and deal-reg workflows include approval rules, notifications, and post-campaign claims — making it easier to track ROI and connect funds to pipeline.

#4 ZINFI (Unified Partner Management)

Best for: Teams seeking breadth — recruit, enable, market, sell, and incentivize — with strong analyst and peer validation.

Why it’s an alternative to Allbound: ZINFI’s Unified Partner Management platform consistently ranks highly and has introduced AI-powered enhancements to streamline relationship management and partner performance.

Standout callouts: Recognized for customer satisfaction; modular apps cover opportunity management, content management, and analytics to monitor performance at scale.

#5 Unifyr (formerly Zift Solutions)

Best for: Organizations that want PRM, TCMA, and training under one roof — and are leaning into AI to guide partners.

Why it’s an alternative to Allbound: The Zift Solutions brand evolved into Unifyr and launched new packaging that positions an AI-powered partner engagement platform that centralizes enablement and engagement.

Standout callouts: Messaging highlights multi-portal administration, analytics, MDF, training/certification, and AI assistance — useful when you want depth across enablement and marketing.

#6 Channeltivity

Best for: Mid-market teams that want fast time-to-value and clicks-not-code integrations with Salesforce or HubSpot.

Why it’s an alternative to Allbound: Channeltivity’s plug-and-play CRM sync makes deal registration and referrals flow into the CRM for pipeline visibility — without heavy IT.

Standout callouts: Setup docs and marketplace pages show two-way sync, field mapping, and practical how-tos for channel managers who want to go live quickly.

#7 Magentrix

Best for: Salesforce-centric programs wanting a configurable partner site tied tightly to CRM objects and data.

Why it’s an alternative to Allbound: As an AppExchange PRM, Magentrix mirrors Salesforce data structures, reducing fragile syncs across custom objects and keeping customer data aligned.

Standout callouts: Features include deal-reg and assignment with automated notifications and guidance on CRM-to-PRM data mirroring for cleaner record management.

#8 PartnerStack

Best for: SaaS teams combining affiliate, referral, and reseller partners — and needing automated payouts and a marketplace to drive traffic and leads.

Why it’s an alternative to Allbound: PartnerStack pairs PRM-like workflows with reliable, multi-currency payouts and a large partner network — valuable for long-tail acquisition and lead generation.

Standout callouts: Commission triggers, single monthly invoices, and marketplace updates reduce finance overhead and keep partners engaged.

#9 StructuredWeb

Best for: Brands where through-channel marketing automation is the growth lever — campaigns, co-brand, and funds management.

Why it’s an alternative to Allbound: StructuredWeb is recognized for partner marketing automation with strong AI, localization, workflow automation, and insights. Pair it with a PRM when you want deep marketing execution.

Standout callouts: Built for distributed teams and partners — from content libraries to concierge services — so local campaigns stay on brand while you track performance.

#10 SproutLoud

Best for: Distributed brands that need brand-to-local execution with on-behalf-of services and a large provider ecosystem.

Why it’s an alternative to Allbound: SproutLoud centralizes TCMA and connects brands with a wide range of marketing service integrations for compliant, local activation across categories.

Standout callouts: Distributed marketing modules and analytics help customers and partners succeed locally — useful when onboarding new partners who need done-for-you options.

#11 WorkSpan

Best for: ISVs running hyperscaler co-selling and marketplace private offers with AWS and Microsoft — and wanting it embedded in Salesforce.

Why it’s an alternative to Allbound: WorkSpan ships a Salesforce app that automates referral sharing with AWS ACE and Microsoft Partner Center, with dashboards for real-time co-sell tracking.

Standout callouts: Guides and listings show integrations for Salesforce, Dynamics, and HubSpot, plus step-by-step installs for getting co-sell live fast.

#12 Kiflo

Best for: SMBs and scale-ups formalizing their first partner program with HubSpot or Salesforce integrations.

Why it’s an alternative to Allbound: Kiflo keeps referral partners and resellers on straightforward workflows with native HubSpot sync so you can manage leads and track deals without custom buildouts.

Standout callouts: Marketplace pages and docs show two-way sync, stage mapping, and clear enablement paths that shorten time-to-value for new partners.

#13 Mindmatrix (Bridge)

Best for: Teams that want PRM + enablement + co-marketing in one system — with advanced automation and AI.

Why it’s an alternative to Allbound: Mindmatrix’s Bridge platform spans partner onboarding, training, deal registration, co-sell/co-market, and adds alliance management — built to orchestrate complex partner ecosystems.

Standout callouts: HubSpot and Salesforce integrations, learning management, and concierge services help you optimize adoption while keeping data in your CRM.

#14 PartnerPortal.io

Best for: HubSpot-centric teams that want a 15-minute partner portal for registration, lead submission, deal registration, and a simple resource center.

Why it’s an alternative to Allbound: Instead of a big PRM rollout, PartnerPortal.io is plug-and-play — partners submit leads that create or link to HubSpot deals; you can even account-map for attribution.

Standout callouts: Docs highlight quick setup, two-way sync, mapping to multiple pipelines, and integrations — ideal when your team needs to move now.

#15 impact.com

Best for: Affiliate, influencer, and advocacy programs where discovery, contracting, tracking, and payouts need to live together with strong automation.

Why it’s an alternative to Allbound: Many B2B companies pair impact.com with their CRM to measure influenced revenue while the platform automates contracts and payments across currencies.

Standout callouts: Real-time tracking, flexible incentives, and creator tools make it easier to engage the right partners and track outcomes across channels.

#16 Everflow

Best for: Advanced partner and affiliate programs that need granular tracking, analytics, fraud controls, and white-label experiences.

Why it’s an alternative to Allbound: Everflow focuses on measurement across affiliates, influencers, and paid media — so you can monitor performance, analyze attribution, and pay partners confidently.

Standout callouts: References to clickless tracking, deep reporting, and KPI-based rules — helpful when you want to track every touchpoint and optimize at scale.

When to keep Channelscaler (formerly Allbound)

Stay with Channelscaler when you want continuity from the Allbound portal plus Channel Mechanics pricing/rebates in one platform. If your organization already depends on complex incentives, centralized analytics, and a unified suite for pricing and promotions, the post-merger roadmap may fit your plans nicely.

The best platform depends on where you need leverage: CRM-first relationship management and real-time collaboration (Introw), end-to-end UPM (ZINFI), all-in-one PRM + TCMA (Unifyr), co-sell execution (WorkSpan), or performance-partner software (impact.com, Everflow). Start from the motions that move revenue, pick tools that automate and optimize your daily work, and keep sellers and partners in workflows they actually use.

Why Introw is your choice in 2026

If you want partner relationship management that feels native to your CRM, Introw keeps AEs, RevOps, and partners in one flow — create and manage leads and opportunities, use custom objects where needed, and rely on real-time data for tracking deals, attribution, and forecasting. Off-portal email and Slack make it easy for third-party partners to collaborate without login friction; lightweight enablement and a content library help you guide partners, share resources, and monitor performance. 

The net result is higher partner productivity, cleaner customer data, and measurable impact across sales, marketing, and service — without the overhead of a custom build. If that’s the direction you’re headed, book a demo and see how quickly your team can get live.

Partner Management

Strategic Partner Management 2026 - 9 Ways to Maximize Value

Ruben Bellaert
Growth
5 min. read
13 Oct 2025
⚡ TL;DR

Strategic partner management is the discipline of selecting, activating, and growing relationships with strategic partners to create measurable, mutual value. In 2026, the teams that win define a clear partnership strategy, scout and evaluate potential partners with rigor, align on shared business goals early, and manage execution with data — not anecdotes. Use the nine plays below to strengthen strategic partnerships and convert partner ecosystems into pipeline, product momentum, and expansion.

What is strategic partner management, really?

Strategic partner management is the structured process of planning, building, and managing strategic partnerships that directly support your company’s objectives — market access, product acceleration, or revenue growth. Unlike casual marketing partnerships or short-term campaigns, a strategic partnership is built for mutual success and governed by a long-range plan. It spans the entire relationship lifecycle: scouting potential partners, negotiation, joint planning, launch, co-marketing, co-selling, support, and continuous improvement.

Strategic partnerships take many shapes: strategic alliances to co-market a combined offer, joint ventures and equity-based partnerships to build a new line of business, technology partnerships to integrate new technologies, supply chain collaborations with external partners to stabilize delivery, or channel partnerships to broaden a customer base in new markets. However the partner operates, the goal is the same — a win-win business partnership that compounds over time.

A partnership manager (or strategic partner manager) orchestrates this motion across multiple partnerships. They set the partnership strategy, evaluate fit, manage the sales process for co-sell motions, coordinate marketing partnerships, provide training and offering guidance, and keep both companies on the same page with regular check-ins and clear metrics.

9 Ways to Maximize Partnership Value in 2026

1) Start with a portfolio thesis — then define partner profiles

Before you approach a single potential partner, write a one-page partnership strategy that answers four questions:

  1. Why partner now — which objectives does your own company need help to achieve? New markets, a larger customer base, product coverage, or credibility in a specific industry?
  2. Where partnerships can help — list concrete use cases: a marketing partnership to reach a niche audience, a strategic alliance to bundle services, a supply chain relationship to reduce risk, or a technology collaboration to add an integration customers request.
  3. Which partner types — system integrators, managed service providers, ISVs, complementary SaaS, OEMs, value-added resellers, agencies, logistics providers.
  4. What good looks like — shared business goals, segment focus, sales model alignment, and the minimum resources each party commits.

Turn this thesis into two or three partner profiles. For each profile, capture the business model, ideal segment, where the partner operates geographically, and the value exchange — what your company gives and what you receive. That clarity filters noise and helps you find partners who can deliver at the same level you need.

2) Scout widely — but evaluate potential partners with discipline

Partner ecosystems are crowded. To find partners worth pursuing, combine outbound scouting with warm introductions and data:

  • Build a short list of potential candidates from marketplaces, analyst lists, customer win stories, and events.
  • Ask customers which other company they trust alongside you. That signal is gold for relationship building.
  • Score each potential partner on strategic alignment, complementary capabilities, overlap in customer base, sales process compatibility, and resourcing.

Use a simple evaluation matrix. Weight the criteria that matter — segment focus, technical fit, strategic planning alignment, and executive sponsorship. Limit monthly adds to your pipeline of potential partners so your team can manage the negotiation phase and early enablement without spreading thin.

3) Co-design the joint value proposition — make the outcome obvious

A successful partnership starts with a shared narrative for the end customer. Write it down together:

  • Who is the ideal customer and what problem are you solving together?
  • What do the two companies create that neither can deliver alone — a complete solution, a bundled service, a faster sales process, a lower total cost, access to new markets?
  • How will success be measured — opportunity creation, influenced revenue, activation rate for the integration, expansion within existing accounts?

Keep this to one slide and one page. If a seller from either side can’t explain the combined value in 30 seconds, you don’t have a partnership strategy — you have a handshake.

4) Build a working operating model — not just a press release

Strategic partners become successful when the relationship moves smoothly from idea to execution. Agree on the basics early:

  • Owners and roles — name one partnership manager per side, plus marketing, product, and sales contacts.
  • Cadence — regular check-ins, quarterly business reviews, and a shared calendar of campaigns and launches.
  • Enablement plan — providing training for both sales teams and partner success managers, along with simple sales tools and marketing materials that sellers actually use.
  • Rules of engagement — how you handle overlaps, route opportunities, manage channel conflict, and credit partner influence fairly.
  • Mutually beneficial incentives — SPIFFs, referral fees, or margin structures that reward partners who invest.

Write it into a mutual action plan so both parties can track progress. Strong relationships thrive on transparency and accountability.

5) Treat data as the source of truth — track partner performance visibly

If you can’t see partner activities, you can’t manage them. Define the key performance indicators that prove the partnership is working:

  • Sourced opportunities by stage and segment
  • Influenced opportunities and attach rate to existing deals
  • Time-to-first deal and ramp for new partners
  • Win rate for co-sell motions vs. direct
  • Pipeline coverage by partner type and region
  • Integration adoption and retention where new technologies are involved

Share a simple dashboard with both sides, and run your regular check-ins from the same numbers. This keeps both companies on the same page, surfaces issues early, and shows where additional resources or support will unlock growth.

If you use a CRM-first partner platform like Introw, you can manage the entire partner journey — deal registration, mutual action plans, co-marketing — inside Salesforce or HubSpot. That reduces friction, makes relationship building easier, and gives leadership valuable insights without extra spreadsheets.

6) Make co-marketing practical — short, targeted, measurable

Not every strategic partnership needs a giant launch. In many cases, small, well-aimed marketing partnerships outperform broad campaigns:

  • One page and one webinar per quarter, each aimed at a specific industry.
  • Three social posts with a clear CTA and a landing page you both promote.
  • A joint case study that shows how the two companies deliver a win-win outcome for a single customer.
  • A field event tied to a conference, with a single sign-up path and agreed lead-sharing rules.

Keep attribution clear. Only share leads who engage with the content and consent to follow-up. Measure outcomes in the same dashboard you use for partner performance.

7) Align sales processes — reduce friction where sellers live

Strategic thinking is great, but sellers need practical steps. Make it easier for both sales teams to work together:

  • Build a two-slide quick start for partner teams: which accounts to target, how to introduce each other, and what to say.
  • Create a single intake form for co-sell opportunities with fields both CRMs can map.
  • Define the negotiation phase — who leads pricing, who joins calls, and how to escalate blockers.
  • Publish a short playbook for renewal and expansion so both parties know how to protect existing business.

When partners sell together without friction, successful strategic partnerships scale. When the basics are unclear, even strong relationships stall.

8) Use partnerships to accelerate technological innovation

Partnerships can help you move faster on new technologies and emerging technologies without hiring a team for every capability. Good examples:

  • Technology partnerships that integrate your platform with an adjacent tool — reducing time-to-value and increasing retention.
  • Joint ventures to explore a new product area when speed to market matters more than building in-house.
  • Equity-based partnerships that align incentives for multi-year innovation.
  • Multiple partnerships across a category so you can cover more use cases while staying vendor-neutral for customers.

Treat each integration or co-build like a product. Set a roadmap, quality bar, security review, and a clear definition of done. If the partner operates in your supply chain, add risk and continuity planning so both parties can manage disruption together.

9) Govern for the long term — and know when to sunset

Strategic alliances evolve. Some relationships become core; others fade. A healthy partner management program makes it safe to do both:

  • Tier your strategic partners by impact and engagement — gold, silver, emerging.
  • Review performance quarterly and reset objectives as markets change.
  • Offer additional resources to high-performing partners — joint business planning, access to roadmaps, or early co-marketing funds.
  • For low-impact partnerships, either improve the operating model or sunset the relationship respectfully with a transition plan.

Strong relationships last because both companies invest consistently, keep objectives aligned, and solve problems openly.

A simple framework to run strategic partner management day to day

Use this five-stage loop to manage the various stages of the partner journey:

  1. Discover — find partners that match your thesis; validate interest.
  2. Evaluate — confirm strategic fit, capability, and resourcing; run an executive alignment call.
  3. Design — write the joint value proposition, rules of engagement, and first-quarter plan.
  4. Execute — launch one co-marketing motion and one co-sell motion; provide training and sales tools; track performance weekly.
  5. Expand or exit — double down with new partners in the same pattern if results are strong; otherwise, adjust or conclude the relationship.

Run this loop across multiple partnerships, but never at the expense of quality. Depth beats breadth when outcomes matter.

Templates and tools that keep partnerships on track

  • Mutual action plan — a single, shared checklist with owners, dates, evidence, and risks.
  • Partner brief — one page with ICP, key messages, approved claims, and three proof points.
  • Co-sell intake — a minimal form both CRMs can accept.
  • Quarterly business review deck — pipeline, wins, losses, customer feedback, next-quarter bets.

If you’re using Introw, you can host these templates in partner workspaces, let partners update milestones via email or Slack, and sync progress to your CRM. That keeps managing strategic partners lightweight and visible.

Example use cases across industries

  • SaaS and services. A technology partnership with a system integrator to implement complex deployments, with co-selling into existing accounts.
  • Supply chain collaborations. Two companies align forecasting and inventory data to reduce stockouts and serve new markets together.
  • Marketing partnerships. A webinar and field series across a shared industry, feeding a joint landing page with a single lead-sharing process.
  • Joint ventures. Equity-based partnerships that build a new solution faster than either company could alone.

Each case follows the same pattern — shared objectives, clear governance, and measurable outcomes.

Where to place strategic partner management inside the org

High-leverage programs typically report to a senior revenue leader or a GM who owns a partner ecosystem. The partnership manager coordinates with product, legal, finance, marketing, and sales, and brings problem solving to bear when priorities clash. For start-ups, begin with one experienced owner. As you grow, invest in partner operations to manage data, processes, and compliance at scale. Contact our team and we’ll show you how strategic partner management is done. 

Partner Management

Partnership Strategy: 10 Steps for Building Stronger Collaborations in 2025

Ruben Bellaert
Growth
5 min. read
23 Sep 2025
⚡ TL;DR

Partnership strategy in 2025 means fewer handshakes and more operating discipline. Define a clear strategy tied to your strategic objectives, evaluate potential partners for complementary capabilities and strategic alignment, set roles and responsibilities up front, and manage to shared key performance indicators. Run the motion from your CRM so you can track partner activities, inspect pipeline, and course-correct quickly. Strategic partnerships work when they deliver mutual benefits to respective customers, reduce friction for stakeholders, and adapt to market dynamics without reinventing the relationship every quarter. Introw helps operationalize this with CRM-first partner relationship management that supports off-portal collaboration, real-time analytics, and clean data in Salesforce or HubSpot.

Effective partnerships are a crucial component of sustainable growth in today’s dynamic business environment. In 2025, the teams that win aren’t just signing deals — they’re building a clear partnership strategy that aligns business objectives, streamlines collaboration with external partners, and turns joint marketing efforts into measurable revenue growth. This guide lays out a practical partnership strategy framework, from defining partnership objectives to negotiating a strategic partnership agreement, so two or more organizations can create a mutually beneficial relationship that lasts.

What Is a Partnership Strategy?

A partnership strategy is the structured plan for building strategic partnerships that create mutual success across the entire lifecycle: discovering partnership opportunities, evaluating prospective partners, forming a partnership agreement, operating the relationship, and measuring results. It’s different from ad hoc partnership strategies because it sets partnership goals, defines who does what, and anchors everything in shared data. In practical terms, it answers: what is partnership strategy for our business model; which partner ecosystem fits our market; what roles and responsibilities do key stakeholders own; how will we measure success with key performance indicators; and how do we adapt as market insights and new customers change the plan.

Why Partnership Strategy Still Matters in 2025

SaaS world rewards companies that move fast with other businesses, not just alone. Strategic alliances open new markets, extend your customer base through complementary skills, and accelerate access to new technologies you couldn’t build yourself. Technology partnerships deepen product value; supply chain partnerships stabilize delivery; financial partnerships unlock co-investment in growth. But partnerships only drive business success when they’re managed like a core go-to-market, not side projects. That means a clear strategy, adaptive management to emerging trends, and cross-functional collaboration across senior leadership, sales, marketing, product, finance, and legal. The punchline: a successful partnership strategy turns collaborative efforts into predictable outcomes — revenue, brand visibility, and innovation — while reducing potential risks like channel overlap, misaligned incentives, or stalled integrations.

10 Steps for a Successful Partnership Strategy in 2025

1) Tie the partnership to one business objective per segment

Start with a clear strategy: name the strategic objectives your partnership should serve — new markets, product acceleration, supply chain resilience, or pipeline growth. For each segment (technology, channel, services), choose one primary outcome and the few metrics that prove progress. This avoids vague “collaboration” and creates focus for stakeholders involved. Document partnership objectives, decision owners, and review cadence so everyone understands why this strategic partnership exists and how it advances the organization’s success.

2) Build a short list of right partners using a fit score

Evaluate potential partners against a simple scorecard: strategic alignment to business needs, complementary capabilities, access to respective customers, brand strength, and operating readiness. Include cultural markers like responsiveness and executive sponsorship. Look beyond obvious names; prospective partners in adjacent categories (for example, a data vendor plus a cloud solutions integrator) can unlock competitive advantage through complementary skills. Keep a “no for now” list so business development doesn’t restart from zero next quarter.

3) Define the value exchange before the paperwork

A successful partnership begins with a clear value exchange: what each partner brings (product, market reach, content, sales tools), what each expects (pipeline, co-marketing, integration work), and what each commits to in the first 90 days. Draft the value map first; then translate it into a strategic partnership agreement. This avoids legal-heavy starts with light substance. Outline joint offers, routes to market, pricing, and how you’ll handle shared leads to prevent downstream friction.

4) Set roles, responsibilities, and governance early

Great relationships fail without clear ownership. Name an executive sponsor, a partner manager on both sides, and a cross-functional squad (sales, marketing, product, legal, finance) accountable for day-to-day execution. Create a lightweight governance rhythm: monthly operating review, quarterly strategy checkpoint, and a shared risk log. Agree on escalation paths and response-time expectations so issues don’t linger. When two companies move quickly, clarity beats charisma.

5) Co-build the partnership go-to-market

Partnership development moves faster when there’s a real offer and plan. Package a joint solution with messaging, target accounts, and sales strategies that show how the combined value solves a specific problem. Align joint marketing efforts: a webinar, a customer story, and a field enablement session. Decide who funds what, who owns lists, and how leads are routed. Keep timelines short so momentum turns into pipeline within the first 60–90 days.

6) Make measurement unavoidable

Agree on a small set of key performance indicators: sourced pipeline, influenced revenue, cycle time, win rate, integration adoption, and net revenue retention for joint customers. Track them weekly in your CRM; review monthly together. Add leading indicators such as partner-sourced meetings and asset usage so you can adjust early. Tie incentives to these numbers so teams have shared reasons to act. Boring reporting leads to exciting outcomes.

7) Streamline collaboration in the tools teams already use

Partnerships stall when they require new logins or side spreadsheets. Operate in the systems your sellers and partner teams already use. Keep the partner ecosystem visible in the CRM, use email and Slack to move deals forward, and sync those messages back to the opportunity so history isn’t trapped in inboxes. This is where Introw helps: no-login registration, reply-to-update collaboration, and clean sync to Salesforce or HubSpot keep everyone on the same page without extra effort.

8) Write the first 48 hours of the relationship

Partnership strategy development often forgets day zero. Script the onboarding: kickoff agenda, shared drive links, point-of-contact list, access to training materials, and the first three co-selling actions. Provide sales tools (one-pagers, decks, discovery guides), a short integration brief, and a sample outreach sequence. The faster both teams can run a real motion, the sooner the relationship proves value to senior leadership.

9) Manage risk and resilience openly

Strong partnerships acknowledge potential risks up front: overlapping products, long certification cycles, data-sharing rules, or supply chain constraints. Capture these in a shared risk register with owners and dates. If corporate sustainability priorities or compliance requirements affect the partnership, spell them out early. Clarity on constraints builds trust and prevents surprises that derail otherwise successful strategic partnerships.

10) Iterate the partnership like a product

Market dynamics shift. Treat the partnership like a living product: quarterly backlog, small experiments, and clear retire/expand decisions. Add new technologies or joint features when the data supports it; retire motions that don’t convert. Invite customer success to share post-sale insights so you’re not only winning deals but delivering value to the customer base. Adaptive management turns a good start into long term success.

A Simple Partnership Strategy Framework You Can Reuse

  • Discover: map partnership opportunities, evaluate potential partners, and confirm strategic alignment.
  • Design: define value exchange, roles and responsibilities, and operating rhythm; draft the partnership agreement.
  • Deliver: launch a joint motion with campaigns, enablement, and pipeline targets; measure with shared KPIs.
  • Develop: expand what works, fix what lags, and evolve the scope with innovative ideas and market insights.

How Introw Supports Partnership-Driven Success

Introw operationalizes partnership management strategies by keeping collaboration CRM-first. Teams register and track partner progress inside Salesforce or HubSpot, automate updates by email or Slack, and keep joint action plans visible on opportunities and accounts. For partner managers, this reduces swivel-chair work and keeps stakeholders aligned. For RevOps, it maintains clean data and trustworthy reporting. For CROs, it links partnership activities to forecast accuracy and revenue growth — the metrics that matter when you scale building partnerships across categories and regions.

Conclusion

A successful partnership strategy blends clarity and cadence: clear objectives, a disciplined evaluation of the right partners, a concrete plan to reach new markets, and an operating model that runs in the tools your teams already trust. When you do that — and measure what matters — strategic partnerships stop being slogans and start becoming a growth engine. If you want the mechanics to feel easier, consider a CRM-first platform like Introw to streamline collaboration, surface KPIs, and help two companies move as one team.

Partner Management

Best 17 Everflow Alternatives to Optimize Your Partner Program in 2025

Ruben Bellaert
Growth
5 min. read
29 Jul 2025
⚡ TL;DR

Everflow is purpose-built for B2C affiliate marketing and e-commerce referral programs. If you need to collaborate with SaaS resellers, enable co-selling, or deeply integrate with your CRM, you’ve already outgrown affiliate tools and should consider a modern, CRM-first PRM.

Why Consider an Everflow Alternative in 2025?

When scaling a SaaS partner program, choosing the right technology stack is critical — but not all “partner platforms” are created equal. Everflow is a popular platform in the affiliate marketing world, built for B2C brands and digital commerce teams that want to manage high-volume, transactional affiliate or influencer relationships. But for SaaS companies running B2B partner programs — especially those focused on co-selling, enablement, and revenue collaboration — affiliate tools like Everflow simply aren’t designed for the job.

Everflow’s core strengths are affiliate link creation, payout automation, and large-scale tracking — ideal for e-commerce or consumer referral programs. If your goal is to manage influencer marketing, run pay-per-click campaigns, or turn your customer base into referral partners, Everflow is a solid choice.

However, Everflow is not built for B2B SaaS channel programs where:

  • You need to train or enable partners with content and resources
  • You want to co-sell and collaborate on pipeline, not just pay out commissions
  • You work with resellers, referral partners, or managed service providers
  • Your revenue team relies on real-time CRM data for forecasting and attribution

In short: Everflow is a strong B2C affiliate tool, but not a PRM (Partner Relationship Management) solution for SaaS. If you’re building a modern B2B partner ecosystem, you’ll want a CRM-native PRM platform that supports deep engagement, automation, and revenue alignment across your entire partner lifecycle.

What to Look for in an Everflow Alternative — If You’re Considering a True PRM

If you’re evaluating alternatives to Everflow because you want to do more than just affiliate payouts — like building lasting partner relationships, driving co-selling, or enabling resellers — you’re really in the market for a Partner Relationship Management (PRM) solution, not another affiliate tool.

Here’s what to prioritize if you’re ready for a real PRM:

  • CRM-Native Workflows: Seamless integration with Salesforce or HubSpot to keep partner data and deals in your single source of truth
  • Automation: Onboarding, deal registration, communications, and reporting handled automatically — not through manual tracking
  • Off-Portal Engagement: Communicate and collaborate with partners via Slack, email, or other tools they already use (no portal logins required)
  • Real-Time Analytics: Pipeline, attribution, and forecasting updated live inside your CRM
  • Scalability: Manage anywhere from 10 to 300+ partners, each with customized journeys and permissions

The bottom line: If you’re running a B2B SaaS partner program and want more than basic affiliate marketing, focus on platforms designed for lasting, revenue-driven relationships — not just transactional tracking.

17 Best Everflow Alternatives for SaaS & B2B Partner Programs (2025)

There are plenty of great Everflow alternatives out there in 2025. 

Here are our 17 top picks of the best Everflow alternatives, alongside their stand-out use cases and pros and cons. 

1. Introw

A modern, CRM-first PRM platform that integrates deeply with Salesforce and HubSpot. Introw empowers businesses to launch branded partner portals in minutes — no coding needed. 

Other highlights include:

  • Off-portal comms
  • Deep engagement tracking
  • Automated deal registrations and partner updates, with no login required
  • Customizable by partner type or tier

It also automates deal and lead registration, commissions, and real-time partner engagement via email or Slack; all synced seamlessly with CRM data.

Best for: SaaS teams needing CRM-first partner automation

Why switch? Introw empowers SaaS teams to go beyond affiliate marketing and run true co-selling and revenue-generating programs.

Request an Introw demo here today. 

2. PartnerStack

PartnerStack is a full-stack PRM and partner ecosystem platform for B2B SaaS companies.

It's an effective platform for rapid partner scaling but less so when it comes to deep channel sales. 

Key features include:

  • Scalable portal
  • Easy payouts
  • Partner marketplace

Best for: SaaS looking to blend affiliate, referral, and reseller

Pros and cons: While PartnerStack offers a solid onboarding facility, its CRM integration is limited. 

3. Kiflo

Kiflo is a PRM platform designed to streamline the entire partner lifecycle for SMBs. 

It offers simple and affordable partner management but is not designed for highly complex workflows.

Highlights include:

  • Clean UI
  • Lead and deal registration 
  • Partner onboarding templates

Best for: SMBs or new SaaS partner programs

Pros and cons: Good for co-marketing, but lighter on integrations and automation

4. Channelscaler

Channelscaler is a unified PRM and channel program automation platform born from the merger of Allbound and Channel Mechanics.

The platform is portal-based with some CRM integration via API. 

Key features include:

  • Deal registration
  • Co-selling
  • Enablement/content 
  • QBR tools 

Best for: Enablement-heavy SaaS partner orgs

Pros and cons: Channelscaler is an excellent option for enablement but can be overkill for small teams

5. Impact.com

Impact.com is an all‑in‑one partnership management platform that empowers brands to manage diverse partner types — affiliates, influencers, creators, and referral advocates — within a unified interface. 

It automates the full partner lifecycle, from recruitment and contracting to tracking, payouts, and performance optimization.

However, it's worth noting that Impact.com offers fewer B2B and channel features than many other platforms, and its CRM integration is limited, too.

Top features include:

  • Marketplace
  • Deep affiliate tracking
  • Payout automation

Best for: Affiliate-first organizations, influencer, and content partnerships

Pros and cons: Impact.com is best suited for scaling digital commerce and affiliate programs rather than SaaS channel co-selling. 

6. Impartner

Impartner is a leading partner ecosystem platform that offers end-to-end PRM and Through-Channel Marketing Automation (TCMA). 

It simplifies the partner lifecycle — from recruiting and onboarding to training, marketing, deal registration, and performance analytics.

Highlights include:

  • Full-featured PRM (including deal reg, MDF, onboarding, and analytics)
  • Advanced role permissions
  • Strong reporting 

Best for: Enterprises, global channel programs

Pros and cons: A great option for large organizations with IT resources, but it has a slower setup than similar tools 

7. Tune

TUNE (formerly HasOffers) is a flexible SaaS platform designed for brands, agencies, and networks, offering a comprehensive solution for partner marketing.

It's important to bear in mind that this is a digital-first platform and is not ideal for SaaS channel sales. 

Key features include:

  • Flexible tracking
  • API
  • Good mobile support 

Best for: Affiliate/performance marketing (mobile, app, gaming)

Pros and cons: TUNE offers API integration, fraud prevention, and real-time reporting but lacks partner co-selling and CRM integration.

8. Partnerize

Partnerize is an AI-powered partnership automation platform that helps enterprises manage, optimize, and vault affiliate, influencer, and referral programs end‑to‑end. 

The platform's highlights include:

  • Affiliate, influencer, B2B, and channel all in one platform
  • AI-powered optimization
  • Flexible reporting

Best for: Large brands managing mixed partner ecosystems

Pros and cons: Partnerize works best for companies with big budgets and delivers big reach — but it's not tailored for SaaS workflows.

9. Zift Solutions

Zift Solutions — a unified PRM and through-channel marketing automation platform for indirect selling — promises to optimize campaigns and deliver happier partners. 

It excels in channel marketing and automation for large teams. 

Platform highlights include:

  • MDF
  • Campaign management
  • Strong integrations 

Best for: Channel marketing automation at enterprise scale

Pros and cons: Zift Solutions offers robust reporting but can be complex

10. Crossbeam

Crossbeam is an ecosystem‑led growth platform that securely connects partner CRMs and data sources to identify account overlaps, surface warm leads, and enable co‑selling. 

This platform is designed to help sales teams uncover partnership opportunities and drive ecosystem‑based revenue — and should be used to supplement your CRM and/or PRM. 

Crossbeam's key features are:

  • Account mapping
  • Partner overlap
  • Joint pipeline tracking

Best for: SaaS with ecosystem and co-selling focus

Pros and Cons: Crossbeam is not a full PRM, but it's super useful for ecosystem data

11. Channeltivity

Channeltivity is a cloud-based PRM and channel management software designed to help companies build, scale, and optimize their indirect sales programs.

It works well for classic channel teams rather than affiliate-heavy programs. 

Key features include:

  • Deal reg
  • MDF
  • Reporting 
  • Customizable portal 

Best for: Mid-market B2B SaaS

Pros and cons: Quick to deploy and has HubSpot/Salesforce connectors but is not ideal for affiliate-heavy programs 

12. Magentrix

Magentrix is a robust PRM and partner portal platform. 

This software helps organizations streamline partner onboarding, deal registration, pipeline tracking, incentives, and training via a built-in learning management system. 

Its LMS makes it an excellent fit for SaaS teams with heavy partner enablement or content needs. 

Key features: 

  • PRM 
  • Community features 
  • Strong Salesforce integration 
  • Resource library
  • Support tools 

Best for: Teams needing robust partner portal customization

Pros and cons: Magentrix is highly flexible and scalable, but it does come with a learning curve, and its high level of customization means implementation can be slow. 

13. Affise

Promising to help companies master performance marketing and mobile attribution, cloud‑based Affise simplifies partnerships — affiliate, influencer, app, and referral marketing.

This is a handy tool for teams that are digital-first, mobile-first, or work in e-commerce. 

Highlights include:

  • Flexible tracking
  • Payout automation
  • Supports mobile attribution data

Best for: Performance marketing and affiliate networks

Pros and cons: Affise is helpful in the B2C space, but it's not built explicitly for co-sell or B2B SaaS channels. 

14. Salesforce PRM

Salesforce PRM is an extension of the Salesforce Sales Cloud that empowers companies to manage channel sales with their partners. 

As you'd imagine, it's fully integrated with Salesforce CRM, enabling organizations to grow indirect sales and collaborate efficiently with their partner ecosystem.

Salesforce PRM is a top choice for teams with SFDC admins or those who need single-source-of-truth

Key features include:

  • Native integration 
  • Customizable objects
  • Customizable workflows

Best for: Organizations already on Salesforce

Pros and cons: Salesforce PRM offers built-in reporting but has limited out-of-the-box PRM features

15. Elioplus

Elioplus is a B2B platform for software and cloud vendors that simplifies channel growth by combining partner recruitment with PRM features. 

It's best used for building partner networks rather than scaling complex programs. 

Highlights include:

  • Marketplace
  • Partner discovery
  • Some PRM features 

Best for: SaaS/IT vendors looking for partner recruitment

Pros and cons: The software's emphasis on partner recruitment is valuable for those building their partner program, but Elioplus is limited when it comes to automation and deep integrations.

16. Post Affiliate Pro

Need a software that will help you launch, track, and manage affiliate programs at scale?

Take a look at Post Affiliate Pro, which is designed for affiliate programs. 

If you're looking for channel sales support, however, this may not be the software for you. 

Key features of Post Affiliate Pro include:

  • Multi-currency
  • Campaign management
  • Automated commission payments 

Best for: Affiliate marketing and pay-per-performance schemes

Pros and cons: While useful for affiliate programs, it's not focused on B2B or SaaS channels. 

17. WorkSpan

WorkSpan is a SaaS-based ecosystem business‑management platform that unifies co‑selling, co‑marketing, co‑investing, and co‑innovating across partner networks. 

Features include:

  • Joint pipeline tracking
  • Workflow automation
  • Real-time referral sharing 
  • Salesforce integration
  • Comprehensive data visibility 

Best for: Co-selling, alliance, and ecosystem management

Pros and cons: This software is a good fit for businesses with complex ecosystems but not classic affiliate programs.

Why SaaS Teams Upgrade to Introw

Modern SaaS teams need tools that match the speed and complexity of today's partner ecosystems while also simplifying collaboration and streamlining user journeys. 

Here's why leading SaaS teams are making the switch to Introw.

CRM-native workflows

Introw works directly within your existing CRM, so your team gets to keep using familiar tools without any disruption, and you get to retain your single source of truth.  

👉 Find out more about Introw's HubSpot and Salesforce integrations

Off-portal engagement

Forget forcing partners to log into separate portals — this is a fast track to disengagement. 

Introw enables seamless communication and collaboration outside of portals (such as email and Slack), reducing friction and keeping partners engaged where they already work.

Instant analytics

Action real-time insights with analytics that update instantly. 

Track partner performance, spot trends early, and make data-driven decisions without waiting for reports.

No more missed updates or chasing partners

Stay effortlessly connected with automated alerts and notifications. 

Role-based dashboards for managers, RevOps, and CROs

Everyone on your team gets personalized dashboards tailored to their needs. 

This means managers, RevOps, and CROs can easily access the data that matters most to them, empowering them to make faster and smarter decisions.

Introw has been proven to scale SaaS partner revenue — request a demo here today. 

Conclusion

Today's partner programs demand more than just tracking — they require deep CRM integration, automation to reduce manual work, and meaningful engagement that create results. 

It's fair to say that traditional tools and disconnected portals simply can't keep up with the speed and complexity of modern SaaS ecosystems. 

What are the next steps for organizations building and running modern partner programs?

  • Evaluate the leading partner management solutions
  • Schedule a live demo with your team
  • Choose a platform that can future-proof your channel strategy as you grow

After all, the right tool can make all the difference in unlocking partner-led revenue.

➡️ Request an Introw demo here today

Partner Marketing

What Is Co-Selling? A Guide to Scaling Faster with the Right Partners

Ruben Bellaert
Growth
5 min. read
30 Jan 2025
⚡ TL;DR

Co-selling is one of the fastest-growing B2B revenue strategies in 2025 — but only when done right. This guide breaks down how SaaS companies can build scalable co-selling programs by aligning with partner teams, structuring joint workflows, and using CRM-first tools like Introw. From deal registration and account mapping to Slack-based collaboration and real-time dashboards, Introw helps sales and partner teams co-sell smarter — no logins, no spreadsheets, just pipeline clarity and partner-powered growth.

Most B2B companies hit a ceiling because they rely solely on direct sales. But growth doesn’t have to be a solo mission. The fastest path to revenue? Co-selling.

A co-selling strategy brings together two or more companies to reach new markets, shorten the sales cycle, and close more deals — faster. It’s not just about splitting commissions; it’s about aligning with the right co-selling partners to deliver more comprehensive solutions to potential customers.

This guide breaks down what co-selling is, how to build a successful co-selling partnership, and why aligning your sales team with a partner team unlocks game-changing co-sell opportunities.

If your sales reps are tired of chasing cold leads alone, it’s time to think bigger. Build a co-selling program, empower your sales process with partner intelligence, and see what happens when your co-selling efforts are structured for scale — not luck.

What Is Co-Selling and Why It Works

Co-selling is a B2B sales approach where two or more companies work together to jointly position, promote, and sell complementary solutions to a shared target market.

Unlike traditional reseller models or B2B SaaS partnerships, co-selling partners collaborate actively throughout the entire sales process — from account mapping to opportunity engagement, to closing.

The goal? Shorten the sales cycle, expand reach, and deliver a joint solution that creates more value than either company could on its own.

A well-structured co-selling program isn't just about generating leads. It's about aligning sales teams, sharing deal intelligence, and creating a seamless experience for potential customers. When executed correctly, a co-selling partnership can unlock deeper customer relationships, improved win rates, and long-term revenue growth.

So how does it actually work in practice?

Inside the Co-Selling Process: How It Works

At its core, co-selling is all about alignment — across systems, teams, and incentives. Whether you’re running a formal co-selling program or experimenting with an ad hoc co-selling motion, success comes down to shared intent and execution.

Here’s what a typical co-selling process looks like:

  • Identifying complementary solutions that solve adjacent pain points
  • Mapping accounts to uncover overlap and co-sell opportunities
  • Activating sales teams on both sides to co-engage prospects
  • Tracking co-selling activities across CRM and partner tools
  • Maintaining consistent communication to keep both teams aligned

This level of collaboration between two sales teams requires coordination, visibility, and trust. That’s why the most effective co-selling partnerships are built on clear agreements and repeatable workflows.

Co-Selling Agreements: Setting the Rules for Collaboration

To avoid confusion and misalignment, leading companies establish a co-selling agreement — a formal, legally binding contract that defines how the co-selling partnership will operate.

A co-selling agreement outlines critical components of your co-selling process, including:

  • Roles and responsibilities across both sales teams
  • Lead sharing and deal registration procedures
  • Incentive structures and commission splits
  • Rules for customer ownership and contract management
  • Guidelines for co-marketing plans, communication, and escalation paths

In short, it clarifies who owns what, who does what, and how both parties benefit — paving the way for a successful co-selling relationship.

Now let’s take a look at real-world examples that show how co-selling partners put this into action.

Real-World Co-Selling Examples and Strategies

Now that we’ve covered what co-selling is and how it works, let’s look at real-world examples that show how co-selling partners create value through collaboration.

Each example highlights a key type of co-selling activity that helps expand reach, improve the sales process, and increase adoption through joint effort.

1. Identifying Complementary Co-Selling Solutions

Co-selling works best when the products or services naturally complement each other—creating a more compelling value proposition for sales teams and potential customers.

Take HubSpot and Introw, for example:

  • HubSpot equips sales teams with robust tools for lead management, helping them track, organize, and nurture pipeline more effectively.
  • Introw focuses on automated outreach, enabling reps to reach out to shared accounts via personalized emails, timely follow-ups, and Slack nudges — all synced with the CRM.

Since sales reps need both efficient lead tracking and high-volume outreach, these two companies form a strong co-selling partnership to jointly offer a more complete solution. It’s a classic example of combining capabilities to strengthen the entire sales process.

Another example? Dropbox and HelloSign:

These tools are bundled into a single workflow where users can store, access, and sign documents in one place. By solving multiple pain points in a single motion, co-selling partners reduce complexity, drive adoption, and improve retention.

2. Integrating the Products (Optional, But Powerful)

When co-selling partners go a step further and integrate their products, the value of the joint solution multiplies.

Consider Slack and Zoom. Their integration allows users to start video calls directly from Slack — removing friction and improving daily workflow for marketing teams, customer success, and sales teams alike.

This kind of product alignment boosts stickiness, enhances user engagement, and makes the co-selling relationship feel like a natural fit — not a bolt-on. Integrated experiences are key to delivering more comprehensive solutions and building deeper customer relationships.

3. Aligning Sales and Marketing Teams for Co-Marketing Success

A successful co-selling strategy depends not just on product synergy, but on team alignment.

For example, in the Slack + Zoom model, both companies' sales teams and marketing teams co-develop messaging, plan co-marketing campaigns, and execute coordinated outreach to potential customers. The result? Clearer communication, faster execution, and a stronger pipeline.

When both sales teams are on the same page, co-engagement feels seamless — and prospects experience a unified, high-value solution.

4. Leveraging Partner Ecosystems for Co-Sell Opportunities

Cloud marketplaces like AWS, Microsoft Azure, and Google Cloud offer built-in trust and exposure—making them perfect launchpads for co-selling programs.

For example, a security SaaS vendor participating in the AWS Marketplace can co-sell with AWS, positioning their product as “AWS-optimized” and immediately gaining access to larger enterprise deals.

By tapping into the marketplace’s partner ecosystem, vendors eliminate friction in the sales cycle, reduce procurement hurdles, and access co-sell opportunities that would be difficult to close via direct sales teams alone.

Each of these examples shows how a thoughtful co-selling program can deliver more than just pipeline — it creates leverage, trust, and sales enablement across every touchpoint.

Next, we’ll look at how co-selling compares to reselling, and why understanding the distinction matters for long-term partner strategy.

Co-Selling vs. Reselling: Understanding the Strategic Difference

As you build out your co-selling strategy, it’s important to understand how it differs from reselling—especially when aligning your sales team, setting expectations with co-selling partners, and structuring your co-selling program for scale.

While both approaches involve multiple companies working together to drive revenue, the key distinction lies in ownership of the deal and relationship with the customer.

  • In a co-selling partnership, each company contributes to the sales process, but the original vendor retains ownership of the customer and contract. The value comes from mutual sales efforts, faster deal velocity, and the ability to reach new markets together.
  • In a reseller model, one company purchases your product (often at a discount) and resells it independently. You may get the deal, but you lose visibility, control, and direct contact with the potential customers.

Understanding this distinction is critical as you build your co-selling program, prioritize co-sell opportunities, and design effective incentive models for your sales reps and partner team.

Here’s a side-by-side breakdown to make the difference crystal clear:

Aspect Co-selling Reselling
Definition Collaborative sales partnership between companies. One company buys a product and sells it to a customer.
Revenue Handling Partners typically earn a commission. Resellers buy the product with a discount.
Contract Management Managed by the company owning the client. Managed by the reseller.
Sales Effort Shared between the partners. Managed by the reseller.
Deal Visibility High, as both partners are involved in the deal. Lower visibility as resellers need to register the deal.
Long-Term Revenue Potential Can become a self-sufficient revenue source. It is a significant initial investment but with a lot of long-term potential.
Role in the Deal Each partner has a specific role in the sales process. The reseller manages the entire sales cycle.

Whether you choose co-selling, reselling, or a hybrid of both, understanding the mechanics of each model is key to avoiding misalignment—and unlocking the true benefits of co-selling.

Why Co-Selling Matters More Than Ever

As B2B sales cycles grow longer and buyers get harder to reach, co-selling has become more than a strategy — it’s a competitive advantage.

According to ZDNet, 84% of sales professionals say partner selling impacts revenue more today than it did just a year ago. And nearly 9 out of 10 sales teams are already engaging in some form of co-selling.

For SaaS companies looking to scale faster, break into new markets, and build deeper customer relationships, a structured co-selling program isn’t optional — it’s essential.

That’s why leading B2B teams are investing in the right systems — to make co-selling repeatable, visible, and scalable.

How to Run a Scalable Co-Selling Program with PRM Software

Running a co-selling program at scale isn’t about working harder — it’s about working smarter. That’s where PRM (Partner Relationship Management) software comes in.

A modern PRM platform helps co-selling partners align across teams, systems, and workflows — enabling faster execution, stronger sales enablement, and greater co-sell opportunities.

But not all PRMs are built for how today’s SaaS companies sell.

Enter Introw: CRM-First, Partner-Ready

Introw is purpose-built to streamline the entire co-selling process — from deal registration and account mapping to partner engagement and performance tracking — all inside the tools your sales team already uses (like Salesforce or HubSpot).

Here’s how you can run a successful co-selling program with Introw:

1. Define Clear Co-Selling Objectives

Before launching into activity, define what success looks like.

  • Are you entering new markets?
  • Targeting a shared target market?
  • Trying to shorten the sales cycle?
  • Aligning around partner sourced deals?

With Introw, you can build structured co-sell motions from the start — tracking success by CRM stage, partner type, and target account segment.

Pro tip: Start with account mapping using Crossbeam and Introw to surface mutual customers or warm intro paths.

2. Identify & Onboard the Right Partners

Not every company is a fit for co-selling — focus on those with a natural joint solution, adjacent ICP, and a motivated partner team.

Once identified, Introw makes onboarding painless:

  • No logins required
  • Partner-friendly deal forms
  • Slack + email notifications
  • Full sync with your CRM

This allows your co-selling partners to contribute without friction — and your sales reps stay focused on deals, not admin.

3. Streamline Deal Registration & Account Mapping

This is where most co-selling efforts fall apart: misalignment around who’s working what, and no central system to track it.

With Introw:

  • Partners register deals via simple forms linked directly to your CRM
  • All mapped accounts are visible and actionable by your sales team
  • Auto-tagged, auto-synced — no more chasing down updates

Bonus: Get Slack nudges when a new deal is registered or a mapped account is touched, so your sales process stays proactive.

4. Track Performance & Automate Feedback Loops

A successful co-selling relationship thrives on visibility and iteration.

Introw gives you shared dashboards across both teams — tracking:

  • Partner activity across deals, accounts, and emails
  • Win rates and sales velocity
  • Top-performing co-selling partners
  • Campaign performance from co-marketing plans

This isn’t just helpful for RevOps — it empowers sales teams, partner managers, and leadership to see where the revenue is really coming from.

5. Enable Real-Time Communication & Collaboration

Speed matters. With Introw, your co-selling activities move fast and stay aligned:

  • Chat with partners in Slack or via email (no login required)
  • Share pitch decks, proposals, or videos via integrated doc-sharing
  • Trigger Slack or email notifications when key actions are taken (e.g. deal registered, task assigned, doc opened)

Think of it as the connective tissue that keeps your two sales teams on the same page — even across orgs.

6. Incentivize and Optimize

Co-selling isn’t a one-and-done motion — it’s a growth engine.

Use Introw to:

  • Set up custom incentives tied to partner performance
  • Monitor partner-driven revenue by segment or region
  • Run A/B tests on co-selling offers, outreach styles, or co-marketing campaigns

By turning every co-sell opportunity into structured data, Introw lets you double down on what works — and sunset what doesn’t.

Why Introw Makes Co-Selling Scalable

Co-selling requires precision, process, and trust. Introw delivers:

  • CRM-first workflows (Salesforce & HubSpot)
  • Slack and email-native partner comms
  • Real-time dashboards and deal insights
  • No login friction for partners
  • Built-in co-sell motion templates
  • Custom workflows by partner type (reseller, referral, MSP, etc.)

Whether you're working with 5 partners or 500, Introw helps you launch, run, and scale a co-selling program that drives real revenue — without burning out your sales team or partner ops.

Ready to Turn Co-Selling Into a Scalable Revenue Engine?

You’ve built a great product. Your sales team is putting in the work. But growth still feels slower than it should — because you’re doing it alone.

The companies scaling fastest right now aren’t just selling — they’re co-selling. They’re tapping into partner ecosystems, collaborating across two sales teams, and unlocking warm intros that never would’ve come from cold outreach.

The difference? They’re not running their co-selling efforts on spreadsheets and hope. They’re using Introw.

Introw gives you everything you need to turn your co-selling program into a repeatable revenue machine:

  • Seamless Salesforce and HubSpot integration
  • Slack and email-native workflows — no logins needed
  • Real-time dashboards across partners, deals, and accounts
  • Built-in guardrails for RevOps, CROs, and partner managers alike

No friction. No guesswork. Just faster, smarter revenue — driven by aligned teams and trusted partners.

Stop relying on luck. Start co-selling with intention.

Book your Introw demo and see how today’s top SaaS companies are building scalable, partner-powered pipelines.

Partner Management

B2B SaaS Partnerships Guide: How to Scale and Win with the Right Partner Program

Ruben Bellaert
Growth
5 min. read
29 Jan 2025
⚡ TL;DR

Strategic SaaS partnerships are no longer optional — they’re essential for scalable revenue growth. But to succeed, you need more than good intent. This guide breaks down the key partner types, program structures, and PRM capabilities required to scale. With CRM-native tools like Introw, SaaS teams can onboard faster, co-sell smarter, and track partner performance directly from Salesforce or HubSpot — no spreadsheets, no silos, just scalable partner-led growth.

B2B SaaS, partnerships aren’t just a strategy — they’re a growth engine. Whether you’re launching a new go-to-market initiative, expanding into new customer segments, or co-developing innovative solutions, forming strategic SaaS partnerships with the right partner is essential.

But let’s be clear: successful partnerships don’t just happen. They require structure, consistency, and purpose-built tools. That’s where Partner Relationship Management (PRM) software like Introw becomes a game-changer.

In this guide, we’ll walk through:

  • Why B2B SaaS partnerships are critical for modern SaaS companies
  • The most common partner types — and how to work with them
  • How to build and scale a partner program with the right infrastructure

Let’s dive in.

Why B2B SaaS Partnerships Matter

SaaS companies need more than just a strong product — they need a powerful partner ecosystem. Strategic partnerships enable two or more companies to align around a shared go-to-market strategy, extending reach and reducing customer acquisition costs.

Well-executed SaaS partner programs can:

  • Help tap into new markets
  • Create new revenue streams through revenue sharing
  • Accelerate product development partnerships
  • Improve customer satisfaction and customer retention

Whether you're managing channel partnerships, integration partnerships, or joint marketing efforts, strategic SaaS partnerships are a cornerstone of long-term, scalable growth.

What Are the Types of B2B Partnerships?

Before building or optimizing your partner program, it's critical to understand the types of B2B SaaS partnerships available. While affiliate marketing gets plenty of attention, the most valuable SaaS partnerships often involve deeper integration, stronger alignment, and shared success metrics.

Let’s explore the landscape:

Partner Type What They Do Example Challenge Solution
Resellers Buy products and sell for a profit. A partner buys your cybersecurity software with a discount and sells it to their B2B customer base. Helping partners to sell. Deal collaboration and sales enablement.
Referral Partners Recommend products for rewards. An integration partner shares a lead with you—optionally in return for a commission. Partners cannot track the progress of these leads. Send real-time updates to partners.
Distributors Buy products in bulk and sell them to resellers. A company selling software licenses in bulk and reselling them to local resellers. Managing inventory and collaboration is challenging. Deal collaboration and sales enablement.
Managed Service Providers (MSPs) Manage IT services for clients. A provider manages your cloud services. Partners want to set up end-customers for self-service. Build partner functionalities in their platform.
System Integrators Ensure products work with other systems. Connect payment systems to e-commerce sites. Slow, complex deals and poor collaboration. Deep co-selling and mutual action plan creation.
Independent Software Vendors (ISVs) Build products on top of your platform. Introw is an ISV on top of HubSpot & Salesforce. Managing leads and co-marketing is tricky. Tools for seamless lead sharing and marketing.
Integration Partners Offer services that make your product compatible with others. A partnership between HubSpot (CRM) and Shopify (e-commerce). No access to joint customer base. Account mapping to detect hidden opportunities.
Affiliate Partners Promote your product/service online through affiliate links. A technology blogger includes an affiliate link to your tool in their content. Monitoring affiliate performance. Software that provides detailed insights into affiliate activities.

These partner types represent the most common paths SaaS companies take when scaling through partnerships. While each type comes with its own strengths and challenges, they all share one thing in common: they work best when supported by clear processes, aligned goals, and modern tooling.

Now that you’ve seen what types of B2B SaaS partnerships exist, how do you know which ones to pursue?

Choosing the Right Partner Program

Every SaaS business is unique — and so is its path to growth. That’s why choosing the right partner program isn’t about copying what others are doing — it’s about aligning your strategy with your goals, resources, and customers.

The ideal partner strategy will vary depending on your product maturity, market penetration, and internal capacity to support partners. For example:

  • If your goal is demand generation, you may benefit most from referral partners, affiliate relationships, or integration partnerships that can drive top-of-funnel awareness.
  • If you’re focused on market expansion, resellers, MSPs, or distributors with strong local presence can help you enter new geographies or verticals.
  • If you need deeper product alignment, ISVs or system integrators may be the right fit for long-term co-selling and co-building.

To guide your decision, start by answering these questions:

  • What new customer segments do we want to reach?
  • Which potential partners already serve or influence those segments?
  • What kind of co-marketing, sales support, or onboarding experience can we realistically provide?
  • Are there opportunities for joint marketing efforts, or even a product development partnership?

You’re looking for alignment on not just reach, but capability and collaboration potential.

This is where a Partner Relationship Management (PRM) platform like Introw becomes essential. It surfaces real-time insights into:

  • Which partners are submitting deals
  • How fast those deals move through the sales pipeline
  • Who’s engaging (and who’s not)

With those insights, your partner strategy becomes proactive, not reactive — based on data, not guesswork.

Let’s now dig into how to evaluate your current ecosystem and decide where to focus next.

How to Decide on Expanding Your B2B Partnerships

Expanding your partner program isn’t about volume — it’s about strategic alignment. Start by analyzing your current ecosystem: who’s performing, who’s not, and where the untapped opportunities lie.

  • Referral partnerships can drive top-funnel growth with minimal overhead.
  • Joint venture SaaS partnerships with ISVs or tech partners can open up new product capabilities.
  • Channel partnerships and distributors can accelerate go-to-market in new geos or verticals.

With the PRM market projected to grow from $1.3B in 2023 to $4.6B by 2033, now’s the time to invest in systems that scale. Manual tracking simply won’t cut it — especially when the right partner could be your next major revenue stream.

Essential Functions of Partner Relationship Management Software

To succeed at scale, you need structure. PRM software is built to manage the entire partner lifecycle — from onboarding to revenue attribution.

Why SaaS Companies Need PRM

Choosing the right PRM helps:

  • Scale channel partners with consistent experiences
  • Eliminate chaos from your sales process
  • Automate lead registration and partner onboarding
  • Enable seamless co-selling and co-marketing
  • Optimize for revenue attribution and partner performance

PRM = Structure + Speed + Scale

Spreadsheets and email threads might work for 5 partners — not 50. Introw gives you the automation, real-time insights, and CRM-native experience needed to grow your program without adding headcount.

So how do you ensure that growth doesn’t come at the cost of quality? It starts with a repeatable, scalable process for managing partner relationships at every stage of the journey.

6 Stages of a Partner Relationship Journey

A successful SaaS partner program follows a repeatable, structured journey. Here's how you scale from one partner to hundreds, without losing quality, engagement, or results:

The stages of a partner relationship journey

1. Find the Right Partners

Identifying the right partner is foundational. Evaluate potential partners based on their customer base, market alignment, technical compatibility, and cultural fit. Use tools like account mapping to uncover overlap between your customers and theirs — and prioritize partners with proven influence in your target segments.

2. Onboard with Ease

Once a partner is selected, the onboarding process should feel smooth, professional, and repeatable. Share training modules, certifications, documentation, and sales playbooks. With Introw, onboarding is automated with workflows, due dates, and reminders — so partners hit the ground running without bottlenecks.

3. Enable for Growth

Partner enablement is more than a checklist — it’s an ongoing relationship. Provide co-branded marketing materials, demo scripts, objection handling guides, and access to shared assets. Support them with regular updates and resource drops that align with product launches and campaigns.

4. Co-Sell with Precision

In the execution stage, seamless collaboration is key. Enable real-time deal registration, pipeline visibility, and clear ownership. Introw connects partners directly to your CRM workflows — allowing for faster response times, cleaner data, and collaborative pipeline management without the need for additional tools.

5. Measure and Motivate

Track KPIs like sourced revenue, win rates, sales cycle length, and content engagement. Use this data to recognize high performers and identify who needs extra support. Publicly celebrate success — and gamify performance through tiers, contests, and quarterly business reviews.

6. Refine and Scale

As your partner program matures, revisit your strategy. Which partners deliver the most value? Where are the drop-offs in the journey? What tools are underutilized? Use this insight to refine onboarding, update your enablement materials, and launch advanced tiers, integrations, or co-marketing campaigns.

Most importantly, keep feedback loops open — your best partners will show you what success looks like if you ask, listen, and iterate.

What should you look out for when building B2B Partnerships?

As your partner program grows, it becomes more complex — and more impactful. To keep things running smoothly, your PRM must do more than check boxes. It should actively empower your team to scale without sacrificing clarity or control.

Here are the most important capabilities to look for when scaling a SaaS partner program:

 Partner Tiering & Certification

  • Segment partners by performance, partner type (e.g., reseller, referral, MSP), or vertical.
  • Automate training and certification workflows.
  • Incentivize growth with exclusive rewards and visibility for top-tier partners.

2. Commission Automation

  • Tailor commission rules by partner type or deal stage.
  • Auto-calculate and distribute rewards to reduce admin overhead.
  • Ensure transparency and accuracy to build partner trust.

3. Partner Portal

  • Offer a white-labeled, easy-to-navigate portal with sales enablement, product content, and real-time updates.
  • Give partners a self-service hub for everything from training to reporting.

4. Lead & Deal Registration

  • Prevent channel conflict with transparent, time-stamped registration.
  • Support off-portal registration to boost partner participation by up to 30%.
  • Auto-map to the correct Salesforce or HubSpot fields.

5. Account Mapping & Co-Sell Planning

  • Identify overlap with tech partners, resellers, or integration partners.
  • Use Introw’s built-in mapping to discover shared customers and coordinate co-selling.

6. CRM-Embedded Insights

  • All partner data stays native to Salesforce or HubSpot.
  • Enable RevOps teams to monitor performance, improve data hygiene, and support accurate forecasting.

These features help RevOps, Partner Managers, and revenue leaders align around shared KPIs — without adding complexity or extra tools.

Why Introw Works for Modern SaaS Partner Teams

SaaS companies operating in competitive markets — especially in the US and UK — are turning to PRM tools that integrate directly into their CRM, reduce manual work, and support partner collaboration at scale.

Introw supports:

  • Partner & Channel Managers who want better visibility and fewer bottlenecks
  • RevOps teams who care about data cleanliness, automation, and attribution
  • CROs who need forecasting clarity and aligned revenue motions

With support for Salesforce and HubSpot, and no-login-required experiences for partners, Introw is built for fast-growing SaaS teams with real partnership goals.

Conclusion: From Strategy to Execution

Strategic partnerships are no longer a “nice to have” — they are a growth mandate for any B2B SaaS company looking to meet market demands, accelerate revenue streams, and serve new customer segments. But executing on that strategy requires more than good intent — it demands systems that scale, clear partner relationships, and the ability to act on data.

Whether you’re managing channel partners, building integration partnerships with tech partners, or exploring product development SaaS partnerships, your ability to structure and scale the program determines success. That's where modern partner infrastructure plays a transformative role.

PRM software like Introw empowers SaaS teams to:

  • Build high-performing, data-driven partner ecosystems
  • Align sales teams, marketing efforts, and RevOps around a shared pipeline
  • Reduce development costs by turning co-selling and co-marketing into repeatable motions
  • Increase deal velocity and improve customer satisfaction by enabling the right partner experience

The result? Successful partnerships that feel effortless — for both you and your partners.

Ready to unlock the next phase of your SaaS partnership strategy? 👉 Book a demo with Introw and build the partner ecosystem that drives your next stage of growth.

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