Partnership Success Platform Implementation - Project Details / Task List
Tag: prm-implementation
Total Hours: 75h
Structure: Multi-Milestone (>50h)
Milestone 1: Partnership Success Platform Implementation - 1. Assessment, Portal & Integration
Tag: prm-implementation
Description: Discovery, requirements definition, PRM platform setup, partner portal configuration, deal registration workflows, and CRM integration.
Hours: 51h
Task List: (Partnership Success Platform) 1. Assessment & Portal Setup
Contains: Parts 1-2
| Task | Est | Description |
|---|---|---|
| 1. Audit Current Partner Operations | 4h | Evaluate existing partner management processes, tools, and data quality to understand gaps and pain points. End state: Documented assessment of current partner operations with quantified gaps. • Interview partnership team on current workflows (onboarding, deal registration, lead sharing) • Review existing tools (spreadsheets, CRM custom objects, legacy PRM if any) • Pull partner performance data from CRM for last 12 months • Document manual processes that should be automated • Quantify the gaps (e.g., "Deal registration takes 3 days, 40% of partner deals have no attribution") |
| 2. Define Partner Program Requirements | 4h | Document the specific requirements for each partner program type (referral, reseller, technology) to guide platform selection and configuration. End state: Requirements document covering all partner program types and workflows. • Map partner tiers and associated benefits/requirements • Define deal registration rules (territory conflicts, expiration, approval workflow) • Document lead sharing requirements (who sends, receiving rules, SLAs) • Specify commission/incentive structures per program type • Identify reporting needs by stakeholder (partnership team, sales leadership, finance) |
| 3. Evaluate and Select PRM Platform | 4h | Compare PRM platform options against requirements and existing tech stack to make a final recommendation. End state: Platform selected with budget approved and procurement initiated. • Research platform options (PartnerStack, Crossbeam, Impartner, Allbound, Salesforce PRM) • Score platforms against requirements (CRM compatibility, automation, partner UX, pricing) • Evaluate integration depth (native bidirectional CRM sync vs. Zapier/third-party) • Present top 2-3 options with pros/cons to stakeholders • Get budget approval and initiate procurement/contract |
| 4. Set Up Platform Account and Admin Configuration | 4h | Create the PRM platform instance and configure administrative settings, user roles, and branding. End state: Platform live with admin access, branding applied, and user roles defined. • Create PRM platform account and configure company profile • Set up admin users and define role-based permissions (Partnership Admin, Partner Manager, Sales Ops) • Apply company branding to partner portal (logo, colors, domain) • Configure security settings (SSO, MFA, password policies) • Document admin credentials and access procedures for client handoff |
| 5. Build Partner Onboarding Workflow | 5h | Configure the automated partner onboarding journey including application, approval, training, and activation. End state: End-to-end partner onboarding workflow live and tested. • Create partner application form with required fields (company info, program interest, certifications) • Build approval workflow (auto-approve tier 1, manual review for tier 2+) • Set up partner training modules/certifications with due dates • Configure automated welcome emails with portal access and next steps • Create partner resource library (sales playbooks, marketing assets, product docs) • Test onboarding flow with 2-3 sample partner applications |
| 6. Configure Partner Tier and Program Settings | 4h | Set up partner tiers, program types, and associated benefits/requirements in the platform. End state: All partner programs configured with correct tiers, benefits, and qualification criteria. • Create partner tier structure (Bronze/Silver/Gold or equivalent) • Define tier qualification criteria (revenue thresholds, certifications, deal volume) • Configure program-specific settings for each type (referral, reseller, technology) • Set up automated tier upgrade/downgrade rules • Build partner scorecard/performance dashboard visible to partners |
Task List: (Partnership Success Platform) 2. Deal Registration & CRM Integration
Contains: Parts 3-4
| Task | Est | Description |
|---|---|---|
| 7. Set Up Deal Registration Workflow | 5h | Build the deal registration process including submission form, approval rules, conflict detection, and expiration logic. End state: Deal registration workflow live with automated approvals and conflict handling. • Create deal registration form (account name, contact, deal size, expected close) • Configure approval workflow (auto-approve under threshold, route large deals to manager) • Set up territory/conflict detection rules (check for existing opps, SDR ownership) • Define deal registration expiration (typically 90 days) with renewal process • Configure notifications (partner confirmation, sales rep alert, approval/rejection) • Build deal registration dashboard for partnership team |
| 8. Configure Lead Sharing and Distribution | 5h | Set up bidirectional lead sharing between company and partners with proper routing and SLAs. End state: Lead sharing workflow operational with automated routing and tracking. • Define lead sharing rules (which leads go to partners, qualification criteria) • Build lead distribution workflow (round-robin, territory-based, or capacity-based) • Configure lead acceptance SLAs (e.g., must accept/reject within 48 hours) • Set up lead status tracking (new, accepted, working, converted, lost) • Create partner-to-company lead submission form and workflow • Test lead sharing with sample leads in both directions |
| 9. Map Opportunity Attribution and Tracking | 4h | Configure how partner influence and sourcing is tracked on opportunities for accurate attribution. End state: Clear attribution model with partner source/influence visible on all relevant opportunities. • Define attribution model (partner sourced vs. partner influenced) • Create/map partner attribution fields in PRM and CRM • Configure attribution rules (first touch, last touch, multi-touch) • Set up influenced revenue tracking for co-sell scenarios • Build attribution validation rules (prevent duplicate attribution) |
| 10. Connect PRM Platform to CRM | 4h | Establish the core integration between PRM platform and CRM (Salesforce/HubSpot) with proper authentication and permissions. End state: PRM and CRM connected with bidirectional sync capability. • Configure CRM connection via OAuth or API key • Grant required API permissions (read/write accounts, contacts, opportunities) • Map CRM objects to PRM entities (Account → Partner Account, Contact → Partner Contact) • Set sync direction (bidirectional recommended for RevOps accuracy) • Verify connection status and run initial sync test |
| 11. Configure Field Mapping and Sync Rules | 4h | Map all required fields between PRM and CRM to ensure data flows correctly in both directions. End state: Field mapping complete with sync rules defined for all critical fields. • Map standard fields (company name, contact info, deal stage, amount) • Map custom fields (partner tier, program type, attribution source) • Configure sync rules (which system is source of truth for each field) • Set up custom object sync if needed (deal registration → CRM custom object) • Define sync frequency (real-time vs. scheduled batch) • Document field mapping for future reference |
| 12. Test Integration and Validate Data Accuracy | 4h | Thoroughly test the CRM integration with real scenarios to ensure data flows correctly and remains accurate. End state: Integration validated with no data sync issues. • Create test partner account and verify sync to CRM • Submit test deal registration and confirm opportunity creation in CRM • Update deal stage in CRM and verify sync back to PRM • Test lead sharing flow end-to-end • Run data quality audit (check for duplicates, missing fields, sync errors) • Document and resolve any sync issues before go-live |
Milestone 2: Partnership Success Platform Implementation - 2. Reporting & Launch
Tag: prm-implementation
Description: Build reporting dashboards, train internal teams and partners, execute go-live, and hand off to client.
Hours: 24h
Task List: (Partnership Success Platform) 3. Reporting & Launch
Contains: Parts 5-6
| Task | Est | Description |
|---|---|---|
| 13. Build Partner Performance Dashboards | 4h | Create dashboards for the partnership team to track partner activity, pipeline, and revenue contribution. End state: Partnership team has real-time visibility into partner performance. • Build partner activity dashboard (logins, deal registrations, lead submissions) • Create partner pipeline dashboard (deals by stage, expected revenue, close dates) • Set up partner revenue dashboard (closed-won by partner, YoY trends) • Configure partner tier distribution and movement reports • Build partner engagement scorecard (training completion, resource downloads) |
| 14. Create Executive and Sales Reporting | 4h | Build reports and dashboards for sales leadership and executives showing partner program ROI and impact. End state: Executives have visibility into partner-driven revenue and program health. • Create partner-sourced vs. partner-influenced revenue report • Build partner channel comparison dashboard (referral vs. reseller performance) • Set up partner ROI report (revenue vs. commissions/costs) • Configure sales rep view of their partner-sourced pipeline • Create forecasting reports that include partner pipeline |
| 15. Configure Automated Report Distribution | 2.5h | Set up automated report delivery to stakeholders on a scheduled cadence. End state: Key reports automatically distributed to appropriate stakeholders. • Identify report recipients by role (weekly partner digest, monthly exec summary) • Configure automated email delivery schedules • Set up alert triggers (large deal registered, partner tier change) • Create QBR report template for partner business reviews • Test report delivery with sample recipients |
| 16. Conduct Internal Team Training | 3h | Train internal teams (partnership, sales, RevOps) on using the PRM platform for their daily workflows. End state: Internal teams proficient in using the system. • Schedule partnership team training (45-60 min) on admin functions • Train sales team on accessing partner information and deal registration visibility • Train RevOps on reporting, data sync monitoring, and troubleshooting • Create internal quick-reference guides for each role • Record training sessions for future onboarding |
| 17. Enable Partner Users | 3.5h | Onboard initial partners to the platform with training and support resources. End state: Pilot partners active and using the platform successfully. • Identify pilot partner group (5-10 engaged partners) • Send portal invitations with login instructions • Schedule partner training webinar (30-45 min) • Create partner user guide covering portal navigation, deal registration, and resources • Set up partner support channel (email, chat, or help desk) • Monitor pilot partner adoption and gather feedback |
| 18. Go-Live and Production Cutover | 4h | Execute production launch with all partners migrated and legacy processes retired. End state: All partners live on new platform, old processes deprecated. • Announce launch to full partner base with timeline • Migrate remaining partners to new platform in cohorts • Deprecate legacy tools/spreadsheets • Monitor for issues during first 2 weeks • Address partner questions and escalations • Communicate success metrics to leadership |
| 19. Hand Off to Client Team | 3h | Transfer ownership and documentation to client partnership and RevOps teams for ongoing management. End state: Client self-sufficient with admin access, documentation, and support procedures. • Transfer admin credentials and access to client team • Deliver documentation package (configuration guide, field mapping, troubleshooting) • Create runbook for common partner support scenarios • Schedule 30-day and 90-day check-in calls • Provide vendor support escalation procedures • Close out project and transition to ongoing support (if applicable) |
Summary
- Total Milestones: 2 (51h + 24h)
- Total Task Lists: 3 (consolidated from 6 Parts)
- Total Tasks: 19 (one per Step)
- Total Hours: 75h
- Generated from: playbook_partnership-success-platform-implementation.md
- Generated on: 2025-12-31