A client came to us asking about PRMs and creating views to share with sales to get them the insights they need.
She (Stacy in the video) has been searching for a tool to manage partnerships, create a UI that sales can use to track the leads they’re associated with, and even generate a partner directory. Her and I both use Airtable for almost everything, and I had been tinkering with Stacker.app to use as a frontend directory for the data in our Airtable bases.
Stacker also has a UI builder for apps like a CRM, a projects view, even an org chart.
So you can even create UI’s with passwords that show only pipeline statuses for referrals from one partner.
It also comes in handy if you want to create a password protected URL to share with leadership which will organize the metrics they want to keep tabs on in a really nice UI with filters and tabs etc…
The best part is, Airtable + Stacker for this use case would around $150/mo total.
*Note: This setup does not generate unique links for partners to share for clients to onboard through so they receive referral credit. That practice requires an affiliate tracking solution (although we find partners do not use these links anyways even when they have them).
On our call, Bob and I discussed the state of ‘channel,’ the nomenclature, and where he believes it’s headed. After our call, Bob further-elaborated on our talk with this email.View Resource
Circles are our way of describing the relationships found in partnership ecosystems where a consultant and/or agency is partnered with both your tech and a product you sell well with (possibly also natively integrated to). This video will explain the strategy on finding those circles within your ecosystem.View Resource