Name: Klaviyo - Partner Relationship Management (PRM) Testimonial
Uploaded: 2019-10-08T14:44:29.000Z
Duration: 2 min 12 s
Description: Klaviyo - Partner Relationship Management (PRM) Testimonial

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Academic Advising

Online Learning

Education

Business Intelligence (BI)

Collaboration

File Sharing

Risk Management

Workspace Planning

Enterprise

Accounting

Digital Banking

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Configuration Management Databases

Data Collaboration

Data Lakehouse

Database Load Balancing

Enterprise Architecture Management

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

License Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Password Management System

Release Management

Secret Managers

Secure Email Gateway

Session Border Controllers

Virtual Private Cloud (VPC)

WiFi Hotspot

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Creative Collaboration

Demand Generation

Digital Content Creation

Email Marketing

Marketing Analytics

Marketing Automation

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Gamification

Sales

Video Surveillance

Security

Debt Collection

Equipment Rental

Laboratory Information Management

Membership Management

Real Estate

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### Partner Management
Users consistently praise Magentrix PRM's partner management capabilities, highlighting its effectiveness in streamlining partner communication, support, and collaboration. The platform's ability to enhance partner engagement through co-marketing, training, and deal registration has been well-received. Additionally, users appreciate the ease of managing partner networks, onboarding new partners, and driving sales growth through the portal. Magentrix PRM's robust partner management features have garnered positive feedback for providing a comprehensive solution for partner integration and communication, ultimately contributing to improved partner relationships and business outcomes.

### Channel Strategy
Users consistently praise Magentrix PRM's channel strategy capabilities. They highlight the platform's ability to effectively manage channel relationships, provide customizable solutions for diverse channel needs, and streamline communication and collaboration with channel partners. The robust SFDC integration and comprehensive features offered by Magentrix PRM are commended for enabling efficient partner engagement, lead management, opportunity tracking, and resource sharing within the channel ecosystem. Additionally, users appreciate the platform's user-friendly interface and the support provided by the customer success team in optimizing channel strategies for success.

### Salesforce Integration
User sentiment regarding Magentrix PRM's Salesforce integration is predominantly positive, with many reviewers highlighting the ease of connecting to Salesforce and the platform's ability to seamlessly integrate with Salesforce. Users appreciate the straightforward setup process and the quick syncing with Salesforce, allowing for a smooth transition and tracking of partner activities within the Salesforce ecosystem. The integration is seen as a valuable asset in streamlining operations and enhancing the overall user experience. Some users have mentioned minor challenges with launching URLs and initial setup complexities, but overall, the Salesforce integration feature of Magentrix PRM is well-received by the user base.

### Custom Solutions
Users have expressed a mix of opinions regarding the custom solutions capabilities of Magentrix PRM. While some users find the platform's customizability and ability to build custom interfaces beneficial for their unique business needs, others have encountered challenges with communication and implementation of custom coding. The general consensus leans towards the positive side, with users appreciating the flexibility to tailor the platform to their specific requirements. However, there are suggestions for improvement in streamlining the process of implementing custom solutions and enhancing communication with the development team.

### Deal Management
Users consistently praise Magentrix PRM's deal management capabilities, highlighting its effectiveness in streamlining deal registration, tracking deals' progress, and facilitating deal closures. The platform's intuitive interface and robust features have garnered positive feedback, with users commending its ability to enhance partner collaboration and drive increased deal registrations. Additionally, the seamless integration with Salesforce has been a key factor in optimizing deal management processes and ensuring accurate data tracking throughout the partner journey.

### Sales Enablement
Users consistently highlight Magentrix PRM's sales enablement capabilities as a key strength, emphasizing its effectiveness in empowering partners and streamlining sales processes. The platform's intuitive design and comprehensive sales resources have garnered positive feedback, with users noting the ease of accessing essential tools for driving sales success. Additionally, the ability to track opportunities accurately, generate quotes automatically, and facilitate self-serve partner interactions has been particularly lauded by reviewers. In essence, Magentrix PRM's sales enablement functionality is widely regarded as a valuable asset in enhancing sales productivity and fostering collaborative partnerships.

### Lead Management
Users consistently praise Magentrix PRM's lead management capabilities. They highlight the platform's effectiveness in streamlining lead generation efforts, increasing deal registration rates, and providing valuable sales-enablement resources through the playbooks tab. The ability to digitalize partner recruitment processes, manage partner leads and opportunities, and integrate seamlessly with Salesforce for lead registration and deal management are key factors that users appreciate. Additionally, the gamification of the partner portal and the automated rewards system for lead referrals have proven to be successful in engaging partners and driving increased lead generation. The overall sentiment regarding Magentrix PRM's lead management functionality is positive, with users acknowledging its significant impact on enhancing lead generation and partner engagement.

### Implementation Services
The reviews highlight a generally positive sentiment towards Magentrix PRM's implementation services. Users appreciate the ease and speed of implementation, as well as the platform's ability to connect with Salesforce smoothly. The support provided by the implementation team is consistently praised for being responsive and helpful throughout the process. While some users mention minor challenges or delays in the professional services process, overall, the feedback indicates a strong satisfaction with the implementation services offered by Magentrix PRM.

### Training and Support
Users consistently praise Magentrix PRM's training and support capabilities, emphasizing the platform's robust training module and responsive support team. The training resources provided are lauded for their effectiveness in enabling partners to easily access and complete courses, certifications, and sales-enablement resources. Additionally, the prompt and efficient assistance from the support team is commended for swiftly addressing queries and ensuring a smooth user experience. Users appreciate the platform's commitment to empowering partners through comprehensive training and reliable support services.

Outdated UI: Many users have mentioned that the UI of Magentrix has a dated look and feel, which doesn't align with their brand image. Some users felt that it could use a refresh to represent their brand better.

Lack of plug-and-play functionality: Several users expressed that they would have preferred a more plug-and-play option for the end user functionality in Magentrix. They found it inconvenient that the Magentrix team had to build the functionality, which added complexity to the setup process.

Limited customization options: Users have mentioned the need for customization in Magentrix but found it disappointing that they had to pay extra for it. Some users felt restricted by the lack of built-in customization options and expressed frustration about this limitation.

Responsive and Helpful Team: Many users have praised Magentrix for having an incredible, very responsive, always helpful, and patient team. They appreciate the promptness, response speed, and quality in both customizations and troubleshooting situations. The support and professional services teams are highly regarded for their willingness to help and accommodate all user requests.

Flexible Customization: Users value Magentrix's flexibility in adjusting the platform to meet their specific requirements. They find that Magentrix is willing to make changes according to customers' feedback, creating a truly special experience. The ability to do anything needed with Magentrix, including creating custom pages, code, and scripts, allows users to offer exactly what they need from a support portal.

Integration with Salesforce: The native integration with Salesforce is highly praised by users who find it easy to set up and configure. They appreciate its ability not only to integrate with standard objects but also with custom objects. The almost immediate sync between the platforms and the unexpected value provided contribute to users' positive experience with Magentrix.

Users have made several recommendations regarding Magentrix PRM, including:

- Set up accurate CRM data: Users suggest ensuring that CRM data is set up accurately before using Magentrix PRM. This allows for a smoother integration and better automation between the two platforms.

- Attend webinars and review best portal practices: Users recommend attending webinars offered by Magentrix to learn more about the platform and gain valuable insights on best portal practices for customization needs. This can help users maximize the benefits of using Magentrix PRM.

- Involve SF Admin and define needs clearly: Users suggest involving the Salesforce (SF) admin in the process of setting up Magentrix PRM, as their expertise can be invaluable for a successful implementation. Additionally, users recommend clearly defining their needs and providing a scope to Magentrix from the beginning to ensure that the platform meets specific requirements.

By following these recommendations, businesses can take full advantage of Magentrix PRM's ease of use, customization options, and robust solutions.

Salesforce Partner Management is a partner relationship management (PRM) software solution offered by Salesforce.

Essentials

Professional

Unlimited

Starter

Growth

Established

Referral Rock

Magentrix PRM

Partner Relationship Management (PRM) software is designed to improve communications between companies and their business partners. Business partners may include suppliers, distributors, and resellers. This type of software allows companies to make data like shipping schedules, marketing materials, or pricing data available to partners, often through a partner extranet. PRM is sometimes thought to be a subset of CRM.

Partner Relationship Management

AudioCodes channel partner's experience in a Magentrix partner portal

Take partners through your learning paths and certifications

Partners can register deals with ease using existing fields in your CRM

Serve partners the right content at the right time

Easily collaborate on and manage opportunities

Magentrix specializes in partner relationship management (PRM) portals &amp; customer portals integrated with your CRM (Salesforce, Microsoft Dynamics, HubSpot) to maintain a single data source. Deliver content, share information and engage your partners and customers with a completely customizable and branded portal that matches the look and feel of your organization. <a href="http://www.magentrix.com/prm" target="_blank" rel="nofollownoopener">PRM Portals</a>: Indirect channel partners sell the most when they have access to the tools and information they need, when they want it. Let them securely and in a mobile responsive way be able to self-register, submit deals, access marketing and technical materials, training modules or learning paths with certification and more. <a href="http://www.magentrix.com/customerportals" target="_blank" rel="nofollownoopener">Customer Portals</a>: Need to have customers log in and view or update their information? Self-service knowledge base with answers and log tickets? Consume documentation or download updates? Magentrix can help. Most of our portals are up and running in days.

Magentrix

Salesforce AppExchange sponsors a video on Magentrix PRM & customer portals

Salesforce AppExchange sponsors a video on Magentrix PRM & Customer Portals

Co-branded video from the Salesforce AppExchange team covering some capabilities of Magentrix's self-service web portals for both partner relationship management (PRM) and customer success.

About us:
We are the portal experts - specializing in partner portals and customer portals. We seamlessly integrate with your CRM to maintain a single corporate data source. Deliver content, share information and engage your partners and customers with a completely customizable and branded portal that matches the look and feel of your organization. 

Magentrix partner portals allow you to on-board partners faster, share leads, manage opportunities to close deals faster. Empower your channel - offer collaboration and engagement with channel managers on deals. Learn more at https://www.magentrix.com/prm

Magentrix customer portals make it easy to increase engagement to deliver better customer service, reduce costs and increase customer satisfaction. Learn more at https://www.magentrix.com/customerportals

TomTom PRM - Partner Relationship Management Video Testimonial

TomTom Drastically Increases Ability to Manage Channel Partners with Magentrix PRM - Testimonial

See how TomTom uses a Magentrix partner relationship management (PRM) portal to support their channel partners, optimize their channel partner program and utilize their time now saved in other areas, such as boosting channel sales. "If you are looking for a partner management solution that is both open and scalable, go for Magentrix. Thanks to the good work of Magentrix, now we are really excited to bring our business forward and manage an even larger set of partners." - Antoine Mathieu, Director of Global Sales, TomTom Bridge

See our other Magentrix PRM case studies: https://www.magentrix.com/prm/testimonials

Klaviyo - Partner Relationship Management (PRM) Testimonial

Watch how Michael Eng, Director of Channel at Klaviyo, explains why they chose a Magentrix partner portal to meet their channel program needs. See our other Magentrix PRM case studies: https://www.magentrix.com/prm/testimonials

Partner Lifecycle Management

Enables users to identify and onboard partners, distribute marketing funds, as well as track deals, journeys, and the evolution of co-selling initiatives with partners.

Deal registration

Enables users to register and track the status of deals with partners.

Lead distribution

Refers to automated tracking, scoring, routing, and optimization of leads between partners.

Market development funds (MDF)

MDF functionality allows users to process partner requests to cover marketing expenses, visualize contract values, and track spending.

Co-op advertising

Enables the distribution of post-sale advertising cost compensation.

Partner discovery and onboarding

Enables users to locate, engage, recruit, and provide sales enablement training for new partners.

Referral tracking

The ability to submit, track, and provide payment for partner referrals. This may also include suggested sales and discounts.

Journey builder

Pre-built or customizable customer journey templates and portals to automate and personalize partner journey experiences throughout multiple cross-channel touch points such as email, direct mail, mobile, web, advertising, etc.

Content Management Capabilties

Content management

Content management tool for storing and managing versioning of electronic documents, images, etc.

Co-branded collateral

Allows simultaneous work with partners on co-branded content.

Content sharing

The ability to distribute and share content, including sales and marketing material, with partners and co-workers.

Partner collaboration tools

Partner workflow tools to facilitate collaboration on campaigns, ensure compliance with business rules, optimize performance, and avoid duplicate tasks.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Data exportability

Data can be exported via a CSV or Excel file for further reporting and analysis outside of the tool.

Partner performance analytics

Provides insights around partner performance and benchmarking for KPIs.

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Magentrix PRM

Overview

What is Magentrix PRM?