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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
Pink Partner

Similar real-world cases

NIBIG, the largest Dutch network of healthcare professionals, created a Triggre application to manage memberships, community events, training materials and billing for more than 10,000 users.

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:
Checkr
Leena AI

Connect with ...

GoToWebinar
GoToWebinar
Coursecraft
Coursecraft
Printful
Printful
... and any other external service thanks to Triggre's native Web APIs functionality!
Customize template

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