About Us

The world-leader in providing partner business planning (JBPs) and One-Click Quarterly Business Review (QBR) tools for channel / ecosystem teams. The workflow automation tools are deeply integrated into SFDC and all commercial PRMs and serve as the daily dashboard and collaboration tools between channel sales managers and their partner contacts. Component modules include a partner performance dashboard, business action plan, partner life-stage scorecard, partner profile, end-customer account planning, plan acceptance and approval, and a one-click QBR. Plan tasks are assigned to individuals, with email notifications and reminders along with personal dashboard to get more tasks completed. Partners that build plans and do QBRs generate 10-35%+ growth.