Impartner PRM vs. Maxio

I have worked with many other PRM platforms. ImpartnerPRM is in the middle of the pack. There is still a lot of opportunity for making the platform more intuitive and automating some of the processes. However, it is better than some of the others that I have used in terms of there being better continuity between the PRM and marketing functions.

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In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

• Providing data in an easily digestible format.
• Intuitive workflow, really easy to learn in an afternoon.
• Cloud access feature allows for easy access on any device.

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• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

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• Training was very difficult to set up and maintain
• They show you this awesome demo environment and then you realize once you purchase the tool how much it takes to get that. At least one web designer, help from marketing, and at least a few months of dedicated work
• The most expensive tool we looked at

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• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

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They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

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They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

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Salesforce was too expensive for us at the time and required too much customization and internal strain at the time. We ended up choosing Salesforce over Impartner later on once our channel business was more established and we had more resources internally. Impartner was more simple and easy to deploy than Salesforce, which is why we chose it when we had fewer resources

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I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

• I do think our lead to demo rate increased a significant percent
• We were able to communicate easily with over 1k partners that were hard to reach before

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• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

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