Modern partnering requires new tools to maximize your efforts to co-sell, co-innovate, co-market, and co-invest with your partners. A modern partnering solution requires 5 essential capabilities to securely connect all your ecosystem partners, processes, data, and insights.
Login once to access all companies and programs
Securely share objects with companies, users, or programs
Discover ecosystem objects - programs, plans, companies, solutions
Cross-company messaging, tasks, content library, comments
Company-defined SSO to a single network of partners
Membership management on specific objects - invite, remove, manage access
Cross-company workflows with company defined steps, actions, states, approvals
Program-level definition of policies, data, workflows, security, integrations
Automate company actions based on another company’s workflows, mode, and state
Attach my confidential data to another company's workflow (remains visible only to my company)
Pre-packaged business processes for co-innovation, co-marketing, co-selling, co-investment
One CRM integration feeds to partners based on defined security policies
All Objects: Opportunities, Plans, Accounts, Solutions, Funds, etc.
Each company defines their own master data
Vocabulary conversion between companies and data flows
Automation policies around create, link, match, and membership of objects.
Multiple companies’ data attached to shared objects
Prevent duplication via uniqueness constraints.
Extend your security policy to your ecosystem edge
Field-level security, sharing specific fields with specific partners based on policies
Dynamic field-level access based on multiple criteria like workflow stages
Security policies defined at the company and program levels
Search enforces dynamic access controls
Reporting enforces dynamic access controls
QBR-ready reports in real-time
Dynamic reports based on program participation and data access
Report on partner data you’ve been given access to -- combined with your own company data
Share reports with partners retaining security protocols
Report on linked objects up to 3 levels deep for full perspective on partner activities