Partner Marketing

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

Learn what co-selling means, how it differs from reselling, and how B2B companies can use PRM software to streamline co-selling efforts, accelerate deals, and grow revenue faster — together.

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.

FAQs

Still curious? Here are some quick answers to help clear things up.

Contact us

What are the key benefits of co-selling compared to direct sales?

Co-selling allows your sales team to leverage trusted relationships and shared resources with partners to shorten the sales cycle, increase conversion rates, and enter new markets faster than relying solely on direct sales efforts. It also enables access to co-sell opportunities that would be difficult to win alone.

How do I align my partner's sales team with ours during a co-selling motion?

Successful co-selling requires your team and the partner’s sales team to be on the same page. This means sharing goals, mapping accounts, and using tools like PRM software to coordinate co-selling activities. Mutual alignment is critical for delivering a consistent message and managing the sales process efficiently.

What makes a co-selling relationship successful in the tech industry?

In the tech industry, a successful co-selling relationship is built on mutual value, clean CRM data, and an integrated go-to-market plan. When two sales teams collaborate with clarity—backed by shared dashboards, aligned messaging, and co-marketing plans—they’re more likely to close deals and deliver a strong joint solution to potential customers.

Can co-selling work without a formal partner program?

Yes, but it’s harder to scale. Some companies start with ad hoc co-selling, but lack the structure to turn it into a repeatable revenue engine. A formal partner program with clearly defined workflows, incentives, and onboarding processes helps move from one-off wins to a predictable co-selling strategy.

What does co-selling require from a partner team?

A committed partner team is essential. Effective co-selling requires time, trust, and alignment. Your partner should contribute to co-selling efforts, collaborate on co-marketing, and be willing to co-develop messaging and campaigns. Without this, it’s tough to maintain momentum or realize the full benefits of co-selling.

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Partner Marketing

15+ Impartner Alternatives To Choose From in 2026

Janis De Sutter
Software Engineer
5 min. read
11 Nov 2025
⚡ TL;DR

These Impartner alternatives — from Introw and Salesforce Partner Cloud to ZINFI, Unifyr, Channelscaler, and others — help SaaS companies run stronger partner programs, automate partner onboarding, and scale channel sales with modern PRM platforms, co-sell workflows, and through channel marketing automation.

Let's start with an obvious question - why teams look beyond Impartner? Impartner is a leading partner relationship management and TCMA provider and remains popular with enterprise programs that need MDF, incentives, and a full management system for partner relationships. Still, many companies assess Impartner competitors to find a better fit for HubSpot coexistence, speed of deployment, lighter admin overhead, or specialized motions like hyperscaler co selling, affiliate partnerships, and marketplace listings.

To help you choose, we compared core PRM software key features — partner portals, partner onboarding and partner training, lead generation and registration, co selling workflows, content management for enablement, real time data sync, and analytics to monitor performance — plus security, global scale, and time-to-value. We also looked at AI capabilities that support partner adoption, guide partners, and automate or orchestrate tasks.

What to look for in an Impartner alternative

  1. CRM-first operations — keep sellers in Salesforce or HubSpot and give partners a portal that syncs customer and partner data without brittle connectors.
  2. Deal registration and opportunity management — clear conflict prevention, stage mapping, and SLA alerts so you can track deals, forecast, and run pipeline inspection.
  3. Partner onboarding and training — automate steps, certify roles, and deliver outcome based enablement that increases partner productivity and adoption.
  4. TCMA depth when needed — if local demand generation is core, ensure strong through channel marketing automation for brand-compliant campaigns and funding.
  5. Co-sell and marketplace — if you work with AWS or Microsoft, look for native hyperscaler integrations so alliance teams can collaborate and sell together from your CRM.
  6. Total cost and services — compare subscription, implementation, and ongoing admin. Lightweight tools can reduce costs and complexity for many businesses.

If you nodded along to most of the checklist above, you’re already thinking like a modern channel team — CRM-first operations, outcome-based enablement, and motion-specific depth where it actually moves the needle. The next step is matching those needs to a platform that your partners will adopt and your RevOps can trust.

How to shortlist in 10 minutes

If that sounds like your roadmap — faster time-to-value, fewer admin cycles, and motions your partners will actually use — the next step is turning options into a shortlist your team can pilot. Use the quick framework below to move from “interesting” to “in production” without stalling in analysis:

  1. Clarify motion — reseller, referral, co selling, affiliate.
  2. Set CRM center — Salesforce only, or Salesforce plus HubSpot.
  3. Pick three to trial — for CRM-first PRM consider Introw; for breadth and incentives consider ZINFI, Unifyr, Channelscaler; for performance-led programs consider impact.com or Everflow; for hyperscaler co-sell consider WorkSpan.
  4. Score pilots — time to first deal registration, partner adoption and engagement, CRM data quality, visibility for pipeline inspection, and ability to monitor performance.

The 17 best Impartner alternatives in 2026

Before we dive in, a quick orientation: the list mixes classic PRM, co-sell orchestration, and TCMA-led options. Skim the “Best for” line to see fit at a glance, then use the “Why it’s an Impartner alternative” line to understand how each platform approaches partner onboarding, deal registration, and day-to-day collaboration differently.

1) Introw

Best for: CRM-first teams that want partner relationship management embedded in Salesforce or HubSpot — including partner portals, deal registration, and Slack/email collaboration that keeps partners engaged without logins.

Why it’s an Impartner alternative: Introw keeps the portal simple and pushes updates to where people already work. Partners can create and update leads and opportunities; AEs see real time changes in the CRM; RevOps avoids duplicate records. This approach can shorten time-to-value for companies that don’t need a heavy management system.

Notable callouts: Native Salesforce and HubSpot integrations, off-portal Slack and email nudges, and templates that enable partners with the right content at the right time, plus support for custom objects and AI-assisted engagement.

2) Salesforce Partner Cloud (Salesforce PRM)

Best for: Channel partners operating in a single platform with tight ties to Sales Cloud and Service Cloud.

Why it’s an Impartner alternative: Partner Cloud provides partner portals, deal registration, lead distribution, and in app guidance on Experience Cloud with AI CRM alignment. It fits when your organization standardizes on other Salesforce products and wants to automate sales processes in the same data model.

Notable callouts: Strong configuration patterns for deal registration, lead distribution, portal security, and partner enablement practices.

3) ZINFI (Unified Partner Management)

Best for: Programs needing broad PRM coverage — recruitment, onboarding, enablement, incentives — with steady product velocity and AI functionality.

Why it’s an Impartner alternative: ZINFI bundles partner management, partner training, MDF, and automation into one solution so channel managers can manage lifecycles in fewer tools. Often shortlisted by Impartner customers exploring options.

Notable callouts: Emphasis on AI and autonomous workflows to improve engagement and performance while reducing admin.

4) Unifyr (formerly Zift Solutions)

Best for: Teams that want PRM plus through channel marketing automation and training under one roof.

Why it’s an Impartner alternative: The ZiftONE stack rebranded as Unifyr, positioning an all-in-one, AI-enabled platform for partner ecosystem growth. It shines when MDF, enablement, and content syndication sit alongside PRM.

Notable callouts: Automated partner onboarding, certification, and flexible experiences for VARs, MSPs, referral partners, and distributors.

5) Channelscaler (Allbound + Channel Mechanics)

Best for: Teams that need modern PRM UX plus enterprise-grade rebates, pricing, and incentive automation.

Why it’s an Impartner alternative: After the Allbound and Channel Mechanics merger, Channelscaler unified PRM with powerful commercial automation — an attractive combo for programs that need both.

Notable callouts: Focus on scalability, integration, and intelligence that improves partner experience and outcomes.

6) Channeltivity

Best for: Mid-market teams prioritizing fast deployment and point-and-click CRM integration over custom builds.

Why it’s an Impartner alternative: Channeltivity’s partner portal integrates with HubSpot and Salesforce to sync partners, contacts, deal registration, and referrals — giving channel managers immediate visibility in CRM.

Notable callouts: Two-way sync and simple field mapping — helpful when ramping new partners quickly.

7) Magentrix

Best for: Salesforce-centric companies that want a configurable portal with strong CRM mirroring and fewer sync headaches.

Why it’s an Impartner alternative: Magentrix positions itself as a Salesforce PRM alternative to Experience Cloud, focusing on partner portals, collaboration, and opportunity management.

Notable callouts: Integration resources and guides emphasize running partner operations without constant connector firefights.

8) PartnerStack

Best for: B2B programs combining affiliate, referral, and reseller motions with marketplace reach and automated payouts.

Why it’s an Impartner alternative: PartnerStack marries PRM-like workflows with a large marketplace and payouts engine — useful when you need to drive traffic, recruit the right partners, and pay at scale.

Notable callouts: Strong market reach and partner liquidity that can accelerate lead generation and revenue.

9) Kiflo

Best for: SMBs and scale-ups formalizing a first partner program with clean HubSpot connectivity.

Why it’s an Impartner alternative: Kiflo is a lighter-weight PRM software with native HubSpot sync for leads, deals, and contacts — enough to manage partners, share marketing resources, and track outcomes without a heavy lift.

Notable callouts: Two-way sync and field mapping that support quick adoption.

10) WorkSpan

Best for: ISVs and companies that co-sell with AWS, Microsoft, or Google — and want those motions inside Salesforce.

Why it’s an Impartner alternative: WorkSpan digitizes co-sell and marketplace workflows with managed packages for Sales Cloud, integrating with hyperscaler partner systems to share referrals and real time insights.

Notable callouts: Bi-directional sync, KPI dashboards, and private offer support that keep alliance teams aligned.

11) Mindmatrix (Bridge)

Best for: Programs that need deep partner enablement and partner marketing with integrated PRM and TCMA.

Why it’s an Impartner alternative: Mindmatrix positions an AI-powered PRM that spans engagement, partner onboarding, training, and performance — combining portal experience with campaign tools.

Notable callouts: Bi-directional sync, KPI tracking, and training capabilities to enable partners effectively.

12) StructuredWeb

Best for: Enterprise brands where through channel marketing automation is central to the partner program.

Why it’s an Impartner alternative: StructuredWeb focuses on channel marketing automation, personalization, and last-mile execution to help partners sell more.

Notable callouts: Enterprise-grade TCMA that complements PRM for brand control and local activation.

13) SproutLoud

Best for: Distributed marketing and brand-to-local execution where partners need turnkey, compliant campaigns.

Why it’s an Impartner alternative: SproutLoud simplifies local marketing with catalogs, last-mile fulfillment, and services that help partners launch campaigns and drive traffic.

Notable callouts: Education content and analytics to monitor performance and optimize spend.

14) Everflow

Best for: Performance-driven partnerships where you need granular tracking, fraud controls, and analytics across affiliates, influencers, and B2B referrals.

Why it’s an Impartner alternative: Everflow consolidates partner and affiliate management in one platform with strong reporting — useful for companies that treat affiliates as a core channel.

Notable callouts: First-party tracking and multi-channel attribution to track leads, engagement, and deals.

15) TUNE

Best for: Teams that want a highly configurable partner and affiliate software with branded experiences.

Why it’s an Impartner alternative: TUNE emphasizes customization and flexible commissioning — good when your program model doesn’t fit template tools and you want more control over partner activities and payouts.

Notable callouts: Usability and data visualization for managing partnerships end-to-end.

16) Partnerize

Best for: Global brands scaling affiliate and partnership channels with AI-assisted optimization.

Why it’s an Impartner alternative: Partnerize invests in AI and data intelligence — helping brands identify the right partners, optimize spend, and mitigate fraud.

Notable callouts: An AI-powered roadmap and enterprise focus — relevant if you run a mature performance program.

17) PartnerPortal.io

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

Why it’s an Impartner alternative: Instead of a big PRM rollout, PartnerPortal.io is plug-and-play — submit leads, create or link deals, and leverage account mapping for attribution.

Notable callouts: Fast setup and two-way sync for channel partners that need to get moving now.

With PartnerPortal.io, we wrap up the spectrum from enterprise suites to plug-and-play portals — spanning PRM depth, TCMA muscle, co-sell orchestration, and affiliate performance. If one of these fits your motion, great. If not, it’s worth checking whether your needs actually match what Impartner already does best.

When to stick with Impartner

Stay with Impartner if you’re deeply invested in MDF, TCMA, and global governance — especially if your partner program needs robust incentives and brand control plus advanced services and support. Impartner’s breadth in incentives and marketing operations remains a differentiator for many Impartner customers.

Switch when your priorities are CRM-first workflows, lightweight admin, or specialized motions — such as hyperscaler co selling (WorkSpan), HubSpot-native operations (Introw, PartnerPortal.io), or affiliate-heavy growth (impact.com, Everflow, TUNE, Partnerize).

Why Introw is your choice in 2026

If you want partner operations that feel native to your CRM, Introw keeps partners, AEs, and RevOps working in the same place — no extra portals or swivel-chairing. You can create and manage leads and opportunities, use custom objects where it makes sense, and rely on real time data for tracking deals, attribution, and forecasts. Partners can collaborate via email or Slack, and updates land back in the CRM automatically. Enablement stays practical too — lightweight content, simple guidance, and clear checkpoints so partners know what to do next and you can monitor progress without chasing spreadsheets.

The payoff is straightforward: cleaner customer data, faster handoffs, and a steadier pipeline without the overhead of a custom Experience Cloud build. If that’s the kind of partner experience you’re after, book a short demo to see Introw in your stack and talk through your motions.

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 Marketing

The Ultimate Partnership Marketing Guide for 2026: Strategies, Examples & Tips

Andreas Geamanu
Co-founder & CEO
5 min. read
22 Oct 2025
⚡ TL;DR

In 2026, partnership marketing is a top growth lever for B2B SaaS teams battling rising CAC and complex buyer journeys. Strategic collaboration — from co-marketing and ABM to social and marketplace partnerships — helps brands build trust, scale pipeline, and expand reach. This guide unpacks the top partnership marketing types, best practices, and real examples. Plus, see how Introw’s CRM-integrated PRM helps teams launch faster, co-brand at scale, and measure impact — all without relying on clunky portals or disconnected tools.

​​Partnership marketing is a mutually beneficial strategic collaboration between businesses to promote each other's products or services.

When entering into a marketing partnership, instead of competing, companies work together, combining their strengths, audiences, and resources for mutual growth. 

Examples of popular partnership marketing strategies include co-branded marketing campaigns, ABM partnerships, social media collaborations, marketplace partnerships and product integrations.

And in 2026, partnership marketing is more critical than ever. 

With rising customer acquisition costs, fierce competition, and increasing demand for authentic, value-driven interactions, businesses are shifting from transactional marketing to relationship-led growth. 

Trust is key, and partnerships offer a credible way to build it — especially when a trusted partner introduces your brand.

For B2B SaaS companies, this shift is even more pronounced. 

In a saturated, rapidly evolving market, partner-led growth enables SaaS firms to scale faster, tap into new verticals, and extend customer lifetime value through integrated solutions. 

It can also help them to keep up with competition without busting the marketing budget.

Furthermore, by embedding products into broader partner ecosystems, SaaS companies reduce churn and drive stickiness.

As buyer journeys become more complex, collaborative go-to-market strategies are no longer optional—they're essential.

⬇️ In this guide, we'll take you through everything you need to know about partnership marketing, so you can decide whether it's the right tactic for your business.

What is Partnership Marketing?

Partnership marketing is a strategy where two or more companies collaborate to promote each other's brand, products, or services — with the goal of driving mutual growth. Rather than operating through traditional paid channels or simple referral schemes, partnership marketing focuses on strategic alignment: both partners contribute resources, co-create campaigns, and share audiences to generate value on both sides.

Unlike affiliate marketing, which is purely performance-based with direct financial incentives for each conversion, partnership marketing often emphasizes broader strategic goals — like brand visibility, market expansion, and pipeline generation. However, performance still matters: successful partnerships typically track results like leads, engagement, and influenced revenue, even if there isn’t always a strict "commission per sale" model.

Channel sales, on the other hand, do overlap with partnership marketing — especially when partners engage in co-marketing activities such as joint webinars, content syndication, or event sponsorships. In many cases, channel partners do both promote and sell products, depending on the nature of the partnership.

In short, partnership marketing is about creating strategic go-to-market alliances — blending promotional activities with co-selling or co-branding initiatives to drive shared success.

Benefits of Partnership Marketing 

There are many direct and indirect advantages to implementing partnership marketing strategies.

Here are ten of the top benefits you can expect to see: 

  1. Expanded reach: Access new audiences through your partner's customer base and marketing channels.
  2. Increased credibility: Build trust faster when introduced by a known and respected partner.
  3. Lower customer acquisition cost (CAC): Reduce marketing spend by sharing efforts and leveraging established relationships.
  4. Scalable revenue growth: Partnerships create repeatable, cost-effective growth channels that scale alongside your business.
  5. Improved lead quality: Benefit from warm, qualified referrals that convert faster and more reliably.
  6. Stronger value proposition: Offer customers a more complete solution by pairing complementary products or services.
  7. Faster market entry: Leverage partners' presence and expertise to break into new verticals or regions.
  8. Shared resources and expertise: Collaborate on content, tools, and campaigns—saving time and expanding capabilities.
  9. Greater customer retention: Integrated, value-rich solutions increase stickiness and reduce churn.
  10. Innovation and strategic insight: Learn from partners' market experience and co-create innovative solutions.

Types of Partnership Marketing in 2026

There are many different varieties of effective partnership marketing to consider in 2026.

So which type is going to make the biggest positive impact in your business?

This will depend on your business' specific needs, challenges, goals, and overall circumstances — as well as those of your partner. 

Here are eight of the most popular types of partnership marketing to consider: 

1. Co-marketing Campaigns

Co-marketing campaigns involve two or more companies collaborating to create and promote content or events that deliver mutual value. 

So what does this look like, exactly?

Common formats include co-branded eBooks, joint webinars, and shared industry events. 

These campaigns combine expertise, expand reach, and engage both audiences through shared promotion. 

Each partner contributes resources — like content, speakers, or distribution channels, for example — while benefiting from increased visibility and lead generation. 

The key benefits of co-marketing include reduced costs, higher-quality leads, and enhanced credibility through association. 

Remember — it's vital to ensure both organizations are aligned on messaging and goals before kicking off your partnership. 

This alignment empowers partners to create more impactful, resource-efficient campaigns that resonate with their shared target audience.

2. Marketplace Partnerships

A marketplace partnership is a collaboration where a company integrates or lists its product or service within another company's platform or digital marketplace. 

For example, an app store or software ecosystem like HubSpot Marketplace, Salesforce AppExchange, or AWS Marketplace.

These partnerships typically involve:

  • Product integrations that enhance functionality for shared users
  • Co-marketing opportunities within the marketplace
  • Shared customer acquisition channels

By being listed in a trusted marketplace, your solution gains visibility among highly targeted, ready-to-buy users. 

Indeed, benefits include increased discoverability, faster customer acquisition, and added credibility through platform association. 

As a bonus, seamless integrations boost customer satisfaction and retention by creating a more complete, user-friendly solution. 

For SaaS companies especially, marketplace partnerships can be a scalable, low-friction channel for growth and long-term partner-led revenue.

3. Content Swaps And Backlink Partnerships

These tactics are designed to boost your online visibility, build authority in your industry and reach new audiences. 

Content swaps and backlink partnerships are search engine optimization (SEO) tactics that involve two companies exchanging content — such as blog posts, guides, or ebooks — with links back to each other's websites. 

For example, your company's CEO could write a thought leadership guest blog with links back to your own website. 

This would then be published on your partner's website.

Driving referral traffic and enhancing brand credibility are two of the major benefits.

Still, the number one reason businesses deploy this tactic is to strengthen domain authority, helping both companies perform better in search engines. 

This low-cost, high-impact strategy is especially effective for B2B companies looking to grow their online presence, generate organic leads, and establish thought leadership through mutually beneficial content collaboration.

4. Social Media Collaborations

Social media collaborations are not only for B2C brands. 

While the tone and style of your content might be different to a B2C social collaboration campaign, these campaigns can be an extremely useful tool for brands in the SaaS space. 

B2B social media collaborations involve two or more companies teaming up to share content, campaigns, or promotions across their social channels. 

These can include co-branded posts, joint LinkedIn Lives, shared video series, or collaborative giveaways. 

By leveraging each other's audiences, businesses expand their reach, boost engagement, and build trust through association, all while driving qualified traffic to each partner's site. 

This type of partnership marketing is cost-effective, easy to execute, and ideal for increasing visibility, sparking conversation, and generating leads in a more authentic, relationship-driven way.

5. ABM partnerships

Account-based marketing (ABM) is where a brand focuses on a high-value prospect that fits its ICP. 

In ABM, the stakes are high: the wins are significant, but losses are expensive. 

This is why ABM partnerships appeal. 

In an ABM partnership, two companies collaborate to target shared ideal customer profiles (ICPs) with personalized, coordinated outreach. 

Partners align on high-value accounts, then co-create tailored campaigns — such as custom content, joint emails, or personalized events — designed to engage key decision-makers. 

This approach combines data, insights, and resources from both sides to increase relevance and impact. 

By working together, companies can boost campaign effectiveness, shorten sales cycles, and increase deal size. 

ABM partnerships are especially powerful in B2B SaaS, where long sales cycles and complex buying committees require strategic, high-touch marketing that resonates with specific prospects across channels.

6. Influencer Partnerships 

In B2B SaaS, influencer partnerships involve collaborating with trusted voices in a specific niche to build credibility, reach decision-makers, and drive awareness or adoption.

These influencers might be:

  • Industry consultants
  • Niche content creators (e.g. YouTubers, podcasters, LinkedIn voices)
  • Community leaders or analysts

They promote your SaaS solution through reviews, tutorials, webinars, or co-branded content tailored to their audience. 

What's more, since vertical SaaS targets specialized markets (like healthcare, legal, or construction), these influencers often have deep domain credibility, which means backlinks can boost your website's SEO. 

Other benefits include targeted reach, faster trust-building, and improved lead quality — making it a powerful channel for awareness and education-driven growth.

In exchange, some influencers may require payment or commission, while others will accept free access to tools and services along with promotion of their page on your channels. 

So, are influencer partnerships the right strategy for your brand?

This is an especially useful tactic in vertical SaaS, which is designed for a specific industry or niche.

However, if your SaaS targets a more general market, you might struggle to find influencers that unite your audience. 

7. Reseller/Referral Hybrid Motions

Reseller/Referral hybrid motions combine elements of both reseller and referral partnerships into a single go-to-market strategy.

  • In a referral model, the partner introduces or refers potential customers to your business and earns a commission or incentive when deals close.
  • In a reseller model, the partner actually sells your product — often bundling it with their own services — and may handle billing and customer support.

The hybrid motion allows partners to start by referring leads and transition into full resellers as they gain confidence or technical expertise. 

It's flexible, lowers onboarding friction, and supports deeper collaboration over time, making it ideal for scaling partner-led growth.

How to Build a Partnership Marketing Strategy

Sold on partnership marketing and ready to get started?

Admittedly, this can be a little daunting: after all, when there are two plus parties involved, it's never as simple as creating an in-house strategy. 

However, get partnership marketing right and the results should be worth the extra effort. 

We've simplified the partnership marketing strategy into five steps:

1. Define Objectives 

Kick off your B2B partner marketing strategy by defining your objectives.

This is crucial for measuring the success of your partnership and continuously optimizing your strategy down the line. 

To define objectives, start by aligning with business goals — whether these are generating leads, influencing pipeline, or increasing brand awareness. 

Now, define your objectives for partnership marketing. 

For example, if generating more leads is a general business goal, you might set a SMART goal such as:

"Generate [NUMBER] of leads from [PARTNERSHIP MARKETING PROJECT by [DATE]."

Then, set clear KPIs for each goal, such as number of qualified leads, sourced revenue, or reach and engagement metrics. 

It's vital to ensure both partners agree on success measures, timelines, and tracking methods to keep efforts focused, measurable, and mutually beneficial. 

2. Align With RevOps And Sales To Define Attribution Model

Aligning with RevOps and Sales is crucial when setting up a partnership marketing program because it ensures clear, consistent attribution of leads and revenue. 

Without alignment, partner-sourced or influenced deals can be misattributed, leading to inaccurate reporting and under-valuing partner efforts. 

RevOps should help to define the attribution model — deciding how credit is assigned across touchpoints — while Sales will ensure partner leads are properly followed up. 

Together, they create transparency, trust, and accountability, enabling smarter investment and stronger partner relationships.

3. Identify High-Fit Partners

This is the exciting bit: it's time to identify your potential partners! 

Remember — you're looking for high-fit partners. 

Start by searching for companies that share your ideal customer profile (ICP) — targeting similar industries, roles, or challenges. 

Look for mutual value, where both parties benefit from shared leads, increased reach, or enhanced offerings. 

Strong cultural alignment, complementary products or services, and overlapping sales motions also matter. 

You should be able to gain some important answers simply by evaluating a company's audience size, reputation, and willingness to collaborate. 

Ideal partners should:

  • Fill a gap in your customer journey
  • Strengthen your value proposition
  • Be equally invested in long-term success

And if the prospect of collaborating with another company makes you nervous, take it slowly. 

Start with low-lift collaborations, then scale deeper based on results and strategic fit.

4. Set Up Co-Marketing Playbooks And Tools

Congratulations — you've secured your first partnership!

Now you've cracked the who, it's time to get into the how

Co-marketing playbooks help partners launch campaigns faster, stay aligned, and deliver consistent, high-quality content — making collaboration smoother and results more scalable across multiple partnerships.

Here are some key tips for setting up your co-marketing playbooks and tools:

  • Create standardized templates for joint campaigns — covering emails, social posts, landing pages, and event promotion. 
  • Define roles, timelines, approval processes, and branding guidelines to streamline execution. 
  • Use a PRM like Introw for collaboration, automating workflows, lead registration and attribution, and monitoring partnership performance. 
  • Include clear KPIs (e.g. leads, registrations, content downloads) and a feedback loop to refine future efforts. 

5. Track And Optimize Performance Via CRM/PRM Integration

Tracking and optimizing performance via a CRM-first PRM like Introw is crucial for measuring the true impact of your partnership marketing efforts. 

With integrated systems, you gain real-time visibility into lead flow, deal progress, and revenue attribution from each partner campaign. 

This transparency allows you to assess what's working, identify gaps, and make data-driven decisions. 

It also ensures partners receive proper credit and fosters trust. 

By syncing marketing activities, lead registrations, and closed-won data, you can continuously refine co-marketing strategies, improve ROI, and confidently scale successful partnerships. 

Ultimately, integration turns partnership marketing from guesswork into a performance-driven growth engine.

Real-World Partnership Marketing Example: Hubspot + Typeform

HubSpot and Typeform have developed a robust partnership marketing strategy centred on seamless integration to enhance lead generation and customer engagement. 

By combining Typeform's interactive forms with HubSpot's CRM capabilities, businesses can capture and manage leads more effectively. 

For instance, the education platform 100mentors utilized this integration to automate data entry, resulting in a 50% reduction in manual tasks and a 20% increase in conversions.

Additionally, HubSpot's "Make My Persona" tool, built using Typeform, exemplifies successful co-marketing. 

This tool allows users to create detailed buyer personas, providing value to users while generating approximately 1,000 leads per month for HubSpot. ​

The partnership's strength lies in its ability to deliver personalized, scalable marketing solutions, making it a model for effective B2B collaboration.

Best Practices for B2B Partner Marketing in 2026

For best results, ensure you follow these four partner marketing best practices: 

1. Co-Create With Partners, Don't Just Syndicate

Truly effective partner marketing stems from collaboration, not just content redistribution. 

So instead of simply handing partners premade assets, co-develop campaigns like joint webinars, co-branded eBooks, or social content. 

This ensures alignment with both brands' voices and audience needs, leading to better engagement and shared ownership of outcomes.

2. Avoid Friction: Make Collaboration Off-Portal

Friction in your joint workflows can see your collaborative projects end before you've had a chance to see the benefits. 

This is why it's so important to streamline how you work together. 

While portals are useful for asset storage and reporting, real-time collaboration thrives in low-friction channels like Slack or shared email threads. 

For a truly frictionless project, why not harness the power of Introw's PRM, which offers off-portal collaboration and integrates with Slack? 

This encourages faster communication, easier brainstorming, and a more agile response to opportunities or blockers.

3. Align On Goals Early

Before launching any activity, you need to get on the same page about what success looks like. 

Are you focused on brand awareness, marketing qualified leads (MQLs), or influencing pipeline? 

Setting shared KPIs avoids misalignment and enables meaningful measurement and reporting.

4. Use Clean CRM Data And PRM Reporting To Measure Impact

Poor data hygiene kills performance tracking. 

Ensure your CRM is clean and synced with a PRM tool like Introw so you can accurately attribute results — confidently track sourced leads, influenced pipeline, and partner-driven revenue.

➡️On the hunt for a highly effective partner relationship management system? Here's everything you need to know about choosing your next PRM

How Introw Powers Scalable Partnership Marketing

  • One-click co-branding at scale: Introw lets you instantly add partner logos, names, and details to your sales and marketing assets — all in one click. No more manual edits for every campaign or piece of content. Scale co-branded marketing efforts effortlessly and maintain brand consistency across partner initiatives.
  • Introw syncs co-marketing activities with your CRM: Introw integrates natively with HubSpot and Salesforce, ensuring all co-marketing activities, lead registrations, and partner deals are tracked directly in your CRM — no need for duplicate data entry or disconnected tools.
  • Introw tracks partner engagement and shares updates via Slack: Partners receive real-time updates via its Slack integration, including notifications when leads engage or deals move forward. This off-portal engagement keeps communication flowing and visibility high without needing extra tools.
  • Flexible access: Introw eliminates the friction of portal fatigue by enabling partners to engage via Slack or email — no mandatory logins needed for day-to-day updates. However, for deeper collaboration on content, strategy, and co-selling, partners can also access a fully customizable portal when needed, keeping everything aligned and easily accessible. 
  • Forecast and report on a partner-attributed marketing pipeline: Easily report on partner-sourced and influenced pipeline with attribution tied directly to CRM data. Introw enables forecasting by tracking partner performance and marketing contributions in real-time.
  • Built for HubSpot + Salesforce users: Designed specifically for go-to-market teams using HubSpot or Salesforce, Introw fits neatly into your existing tech stack and enhances partner marketing without adding complexity.

🚀 Power up your partner marketing with Introw — book a demo here today.

Conclusion

Ultimately, partnership marketing is a powerful, scalable growth lever for B2B SaaS, delivering lower customer acquisition costs and high-impact results. 

But remember — success depends on strong alignment across marketing, sales, and ops to ensure smooth execution and measurable outcomes. 

With the right strategy, partnerships can drive pipeline, brand visibility, and long-term revenue. 

However, partnership marketing — like any form of collaboration — is not without its challenges, from misaligned goals and communication barriers to inaccurate tracking and failure to commit. 

Fortunately, Introw makes partnership marketing much easier — after all, managing partners is what this cutting-edge platform was designed for. 

Introw keeps partner marketing CRM-native — fully integrated with HubSpot and Salesforce — so all activities are trackable, collaborative, and scalable from day one. 

By streamlining workflows and partner engagement, this software helps you unlock the full potential of partner-led growth without adding complexity or disconnected tools.

💡 Ready to streamline your partner marketing strategy? Get a personalized Introw demo.