The partner portal is available in Sales Creatio enterprise and Creatio CRM Bundle.
The partner portal is designed for companies that work with customers via partner networks. This portal is a joint communication platform for passing leads between partners and partner cross-sales.
The partner portal works with three primary types of entities: partners, partnerships and partner programs.
A partner in Creatio is an account of the “Partner” type that is bound to a portal organization and any portal user linked to such an organization. You can find all basic partner data (name, type, address, primary contact person, communication options and more) in the [Accounts] section of the main application. A partner can work with your customers on your behalf using the partner portal.
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To access the “Partner portal” configuration, the partner organization must be added to the “Partner portal users” functional role. You can read more about the types of portal users in the “Users and permissions on the portal” article.
A partnership is a representation of the current status of your and your partner’s cooperation. You can find the data about your company’s partners and related partnerships (their conditions and status) in the [Partnership] section of the main application. This section is best suited for use by your employees responsible for interaction with your partners. You can use it to set up the cooperation conditions and add as many partnerships as needed but no more than one per each partner (Fig. 1). The partner portal displays the conditions of an individual partnership as a partner program.
Fig. 1 The [Partnership] section in the main application
Note
You can manage partner performance and set up the cooperation conditions in the main Creatio application.
A partner program is a representation of the current status and conditions of cooperation between your company and your partner organization. The partner programs are configured in the main application. Partner portal users can only access the profile of their own organization. The partner program access on the portal is read-only. The [Partner program] section is available for access by your partners and their employees. This section contains all information relevant to your partners and their work (Fig. 2):
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Current partner tier.
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Partner program conditions for the current tier:
•partner reward, such as a percentage of the profits of the partner (profit margin)
•performance indicators required for a level-up.
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Partner training sessions and certifications.
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Partner lead and opportunity analytics.
Fig. 2 A partner program page on the portal.
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You can only bind a single partner program to each partner.
When working on the partner portal, your partners can register new leads and opportunities in the corresponding portal sections. A partner program page displays lead and opportunity details by default. You can also find them on the partnership page in the main application. These data are used to keep track of how the partnership conditions are fulfilled and how higher partnership tiers are achieved. You can set up partner sales analytics in the dashboards on the portal main page. More information about setting up the portal main page is available in the “Set up the portal main page” article.
Steps to take to start working with your partners on the portal
To start working with your partners, you need to take a few preparatory steps.
One-time steps:
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Develop partner program parameters.
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Populate the Creatio lookups with these parameters.
Steps for each new partner:
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Add a partnership with the required parameters to the [Partnership] section in the main Creatio application.
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Create a partner account on the portal (a partner organization), set up access permissions for the partner users and send them portal invitations.
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Send a portal invitation to your partner.
More information about preparing a partner portal for work is available in the “Setting up a partner program” article. In this article, you can also find examples of setting up cooperation conditions with the partner.
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