Impartner PRM vs. ReportWa

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Automate generation of reports
• User Intuitive customizable dashboard
• Drag and drop ability for cutomization
• one click publish and distribute reports
• Integration with Microsoft Word and Excel
• Marketing and Sales report
• Distribution through email
• Role based access to dashboards

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Provide support for custom script
• Self service for business users can be improved
• Support to configure data models to be consumed by ML

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Light weight and cheap compared to other vendor solution. Does the job.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Improved productivity by 60 percent
• Monetization of data
• Insights through proper Visualization and reporting
• Multiple data connectors
• Report distribution

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info