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.
In this video, Alex and Stacy demonstrate a Partner Management UI built from Airtable and Stacker that will allow partnerships to run their operations, give transparency to sales, and create partnership reports for leadership.
Features/Benefits of this setup:
The use cases for this setup:
*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 anyway even when they have them).
Our newsletter includes actionable strategies on how to execute partnerships effectively.