Our Reviews of the Best Lead Distribution & Routing Software:
Below are our reviews of the leading lead distribution software for partner managers
Kademi
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Kademi is an all-in-one partner relationship management platform built for B2B organizations needing a highly customizable partner channel program. The team at Kademi knows to build a highly successful and profitable channel program, you need a partner management solution that’s seamless to set up and can be customized to the specific needs of your business – whether that’s a reseller, distributor, referral, or even affiliate partnership. Partnership leaders rejoice – The Kademi platform offers easy to use and code-free solutions with drag and drop partner portal editor, mitigating the time and resources needed from developers. The Kademi platform doesn’t end at a PRM solution – offering additional valuable features like its sales incentive software, an in-platform learning management solution, and commerce & payment handling from its extensive eco-system of modular features. It’s no wonder premier brands like OPPO and Zoetis trust the Kademi platform to power their partner channel programs.
- Partner portals
- Deal registration
- B2B loyalty
- Sales incentive software
- Channel partner training (LMS)
- Partner onboarding & Enablement
- K-Journey: Kademi “K-Journeys,” also known as workflows, allow organizations to build automated flows to nurture and engage partners. Their flow builder is visually appealing, making it easy to set up flows to help partners, admins, and sales reps with daily tasks and quickly move them along their partnership journeys. Easily one of our favorite features.
- Deal Registration: With Kademi’s deal registration feature, you can onboard new partners and enable them to register deals easily. The dealer dashboard is highly customizable, showing several metrics from; active deals, deals won, pending payouts, and so much more.
- Sales Incentive Program: Build incentive programs for your channel partners to access within their secure partner portal. You can add dynamic components and leaderboards based on your channel partners' pacing toward their sales targets. Your channel partners can also file sales claims to be reviewed and approved within the portal.
- Although Kademi does have the ability to launch an affiliate program within their partner management solution, they do not currently have access to an internal network of publishers or other potential affiliate or influencer partnerships. You will need to research and recruit these partners outside of their platform to join your affiliate program.
- If you’re a new startup or small business with a tight budget and a single-person partnerships team, their solution likely won’t be the best fit for you. Their PRM solution works best for organizations that need a customizable program and has invested in channel sales and partnerships.
- For partnership professionals who haven’t built a channel program on PRM software before, you’ll likely need to commit to their onboarding training program to set up your program correctly. Or you can also use one of their go-to agencies and consultants to help you set up your channel program.
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- XTRM
- Shopify
- Xero
Kiflo
Kiflo is one of the leading partner management software solutions for small and medium-sized businesses that want to accelerate channel revenue. They’ve built a clean UI with many features and integrations for SaaS partner managers and their partners to access and grow the relationship together – it’s no wonder they’re a leading PRM solution on G2.But, what truly sets Kiflo apart from many other partner management solutions is the capability for their customers to scale out their partner program across referral, reseller, and affiliate channels. With Kiflo, you can minimize software costs, mitigate tracking errors, and truly grow a profitable partnership program for your business.
- Partner Portal
- Asset Management
- Lead & Deal Registration
- Partner Onboarding
- CRM Integration
- Partner KPIs
- They’re one of the most affordable partner management solutions on the market, with no long-term contract commitments.
- You’re able to scale out your partnership program across referrals, resellers, and affiliate partnerships. With Kiflo, you no longer need to have separate affiliate software outside of your PRM solution.
- Kiflo provides a seamless and automated partner onboarding experience to get your partners quickly activated and bought into your brand solution.
- Their platform doesn’t provide a learning management solution (LMS) for your partners to follow, learn, and become a “certified partner” through their portal.
- Currently, Kiflo doesn’t offer up features for building out co-branded marketing assets with your partners.
- There is currently no way to set specific user role types (partner manager, VP partnerships, sales rep, etc.) within the Kiflo platform.
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- HubSpot
- Salesforce
- Zapier
PartnerStack
PartnerStack is one of the best platforms for building a partnership channel, but it’s built explicitly for B2B SaaS companies. This is one of my favorite PRM solutions because it allows you to grow your partnership channel in different directions. Their platform helps B2B businesses to recruit all kinds of partners, whether that’s an agency, reseller, influencers, affiliates, etc. Also, PartnerStack has the most straightforward, easy-to-understand, and clean product designs I have seen within the space.
- Automate Your Partner Recruitment: PartnerStack provides businesses with the tools needed to fully automate recruitment, which is a vital part of a successful partner program. By using PartnerStack, you will recruit channel partners into your program while rewarding them automatically for the conversion they make. This way, your partners, as well as you, will get to generate more revenue. The process is counter-wise, and everyone gets to benefit from it. Besides, this feature also helps build a scalable method to engage with your partners.
- Custom Onboarding For Every Partner: How many times have you forgotten to generate essential notification emails to your partners? It has happened way too many times. But worry not, as this will not occur with PartnerStack. PartnerStack enables you to organize custom onboarding for each partner of yours, so you’re able to set everyone up for success within the relationship.
- Exact Payout Timings: PartnerStack has another fantastic feature of automating your partner's payout based on their performance. There's no need to remember dates and timings; you just have to leave all the work onto PartnerStack. There's nothing to worry about! Whether you are thinking of delivering a bonus to your partner or just want them to have the intended revenue, partner stack will do it all for you. PartnerStack automatically generates your partner's shares and pays them out on time.
- Straightforward to use interface.
- Seamless integration process.
- Marketplace that provides program exposure.
- Pricing is at the higher end of the prm software space.
- They have a massive partnership network, but you cannot reach out to prospective marketplace partners directly through the platform.
- They lack the ability to analyze granular SaaS metrics within the dashboard reporting.
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- HubSpot
- Salesforce
- Zapier
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Channeltivity
If you’re looking for an all-in-one, highly customizable partner relationship management platform, look no further than Channeltivity. The Channeltivity PRM offers everything you need to integrate, launch, and scale your referral, reseller, and distributor partnership programs. With that said, what I believe truly sets them apart from other PRM solutions is the number of features they’ve built and the degree to which you can customize their solution to fit the needs of your business. From their intuitive interface, seamless integrations across Salesforce and HubSpot, and remarkable channel support team, over 40,000 channel professionals depend on Channeltivity to grow their partner programs.
- Partner Portal
- Deal Registration
- Referral & Commission Management
- Lead Distribution
- Co-Branded Collateral
- Salesforce & HubSpot Integrations. Open API.
- Partner Portal: Channeltivity has built a remarkable partner portal to enable and drive partner engagement through its resources library, email notifications, and training and certification capabilities. You can also easily customize their portal's branding, appearance, and widgets for specific types of platform users.
- Platform integrations & security: They have built seamless integrations into Salesforce and HubSpot and provide an open API – giving you everything you need to transfer data and customize your integrations. They regularly perform third-party audits and security testing, holding a SOC 2 certificate, so you know your data is protected.
- Highly customizable PRM: Channeltivity understands every business has different needs for features, integrations, and workflows. This is why they’ve built a partner management solution that is one of the most customizable platforms on the market.
- If you’re restricted when it comes to software budget, particularly for small businesses with a new partnerships team, Channeltivity may not be the best fit for your business as they’re priced and built out for mid-market, enterprise businesses.
- Their platform can run almost all types of partnerships through their portal, but if you’re looking to run an affiliate program in parallel with your referral and reseller partnerships, you will need to purchase additional third-party affiliate tracking software.
- Although their platform offers additional features like email marketing, training and certification, MDF management, you will need to pay additional costs for these features if your partnership program requires them.
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- HubSpot
- Salesforce
- Zapier
Impartner PRM
Impartner PRM (Partner Relationship Management) is a software tool made to assist businesses in managing and improving their programs and relationships with channel partners. It gives businesses a consolidated platform to handle partner management and communication, rework partner onboarding and training procedures, monitor partner performance, and reward and incentivize top-performing partners. Impartner PRM aims to increase revenue and profitability, partner engagement, and the overall partner ecosystem.
- Partner Portal: A centralized platform for partners to access information, resources, and tools.
- Partner Onboarding: Automates and streamlines the process of onboarding new partners, including training and certification.
- Partner Performance Tracking: Provides real-time visibility into partner performance metrics and allows companies to set goals and track progress.
- Deal Registration: Enables partners to register and track leads, opportunities, and deals, and provides real-time visibility into the status of each deal.
- Partner Incentives and Rewards: Offers a range of incentives and rewards to motivate and engage partners, including loyalty programs, sales contests, and other recognition programs.
- Channel Marketing Automation: Helps companies automate and scale their channel marketing programs, including lead generation, demand generation, and campaign management.
- Improved Partner Engagement: Impartner PRM helps organizations build stronger relationships with their partners, resulting in increased engagement and better performance.
- Increased Partner Efficiency: By streamlining the onboarding process, automating workflows, and providing partners with the resources they need, Impartner PRM helps partners work more efficiently and effectively.
- Better Visibility into Partner Performance: Impartner PRM provides real-time visibility into partner performance metrics, allowing companies to monitor progress, set goals, and track results.
- Implementation Challenges: Implementing a new PRM platform can be complex and time-consuming, and requires careful planning and preparation.
- Cost: Impartner PRM can be expensive, especially for large organizations with many partners. The cost of implementation, training, and ongoing support should be carefully considered before making a decision.
- You'll need to purchase another third party software to run your affiliate program, on top of IMpartner.
- HubSpot
- Microsoft Dynamics
- Salesforce
Allbound
Allbound helps companies manage and sclae their partner programs. It is a robust PRM platform that gives partnership managers total control over their program, from partner on-boarding to training and engagement. Allbound provides a customizable portal where your partners can log in and access everything they need to promote your company's products or services successfully. Your partners will be able to learn about your company, register for an event, access sales tools like case studies, datasheets, and presentations, get social sharing functionality for promoting your content on Twitter and LinkedIn, view recordings of webinars, share articles, and more. In addition to the self-service portal for partners, you will also get a partner marketing dashboard where you can track your partner program performance and monitor ROI.
- Sales Enablement Playbooks: Allbound compels users to sell their services using actionable playbooks. With this software, partner managers and sales reps will have the opportunity to give their partners prompt access to different available sales plays based on the stage of their deal. These sales plays will be based on your organization's type of products, geographies, and stages. From this, marketers will allow their partners to lead prospects purchasing the playbooks confidently.
- Partner Onboarding: The onboarding feature is used to onboard new partners. It includes a dashboard that allows you to track the progress of your partners through different stages of the process and alerts you when they need your attention. This feature also allows you to send automated email sequences that nurture your partners through the onboarding process and increase their engagement with your company. This can be customized based on different sales cycle stages or specific roles within a partner organization (e.g., Account Executive vs. Marketing Manager).
- Partner Co-Selling & Deal Management: Allbound PRM has some of the best features when it comes to co-selling with your channel partners to help move deals down the pipeline. Everything from deal registration, lead distribution, commissions overview, and an in-platform messaging feature to communicate and form proposals with your partnerships.
- Allbound PRM’s partner co-marketing features allow you to quickly scale up your partner marketing across hundreds (if not thousands) of your different partnerships. Everything from; co-branding, partner prospect pages, playbooks, content management tools, and more.
- The partner onboarding process is streamlined and automated, so you can get your high-value partners up and running in no time.
- With Allbound’s channel analytics dashboard, you’ll always be able to answer the question: Which partner helped to drive this deal forward?
- They could use some more filtering options for their pipeline analytics, so you can drill down even further into different geos.
- They could provide users with more customization regarding the dashboard view for admins and partner users.
- You’ll need to use an additional 3rd party affiliate tracking system if you want to run an affiliate program on top of your partnership program.
- HubSpot
- Pipedrive
- Salesforce
