Marketing & Sales

Pink Partner

Partner onboarding

Support partners with an easy to use onboarding schedule. Extend with marketing content, templates, CRM, commission and invoice functionality.

Key features

Decrease partner lead times

Secure quality of partner services and marketing

Keep track of partner finance in a centralized way

Similar real-world cases

Key features of this template

Create workflows for partner onboarding and training

Portal for ordering and adjusting stationary, documentation and decks

Easy distribution of product and pricing updates, training material and events

Commission overviews and specifications for partners

CRM with specific partner needs like adding new customers, quotations and after sales

Reporting on overall and specific partner performance KPIs

Enhance it with AI

Improve partnership vetting by using an AI to perform comprehensive background checks on new partners.
Enhance onboarding process by implementing an AI chatbot to answer partners' most common questions automatically.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

GoToWebinar

Coursecraft

Printful

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Custom event scheduling and participant registration for online webinars

Mail cadences to support certain activities like training, events or end of fiscal activities

Automated reporting based on boundaries and exceptions

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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