PartnerXpert™ Modules
Six purpose-built applications that form a unified operating system for building, scaling, and optimizing indirect sales ecosystems. Each module addresses a specific stage of the partner lifecycle while sharing a common data foundation.
PartnerXpert™ Onboard
New Partner Onboarding & Planning
Streamline the entire partner onboarding journey with automated evaluation scoring, collaborative business planning, and structured approval workflows. Get new partners productive faster with a comprehensive 21-section business plan framework.
- Partner Management & Profiling
- IPP Evaluation Scoring System
- 21-Section Business Planning
- Approval Workflow Management
PartnerXpert™ Grow
Partner Development & Growth
Drive partner growth through structured business development workshops, opportunity tracking, and collaborative planning. Align vendor and partner strategies to maximize joint revenue and market penetration across territories.
- Business Development Workshops
- Joint Opportunity Planning
- Revenue Growth Tracking
- Strategic Alignment Tools
PartnerXpert™ Revive
Partner Performance Improvement & Recovery
Identify underperforming partners early and implement structured improvement plans. Use data-driven diagnostics to pinpoint issues, set measurable recovery targets, and track progress through guided intervention frameworks.
- Performance Diagnostics
- Improvement Plan Builder
- Recovery Target Setting
- Progress Monitoring Dashboard
PartnerXpert™ Strategize
Customer Account Plan & Execution
Transform B2B sales strategy with comprehensive account management built on proven methodologies including TIPSS Framework, Challenger Commercial Insight, and Mobilizer-type stakeholder mapping with AI-powered research.
- TIPSS Framework Analysis
- Contact Intelligence & Org Charts
- Opportunity Pipeline Tracking
- AI-Powered Account Research
PartnerXpert™ Territory
Sales Territory Management
Plan, manage, and optimize sales territories with a comprehensive 7-step framework. Enable partner managers and business partner sales reps to collaboratively build winning territory strategies with AI-powered insights.
- 7-Step Territory Framework
- Multi-Level RBAC Permissions
- AI-Powered Strategic Insights
- Collaborative Territory Planning
PartnerXpert™ Avatar AI
Interactive AI Sales Trainer & Coach
Accelerate sales readiness with an AI-powered training avatar that provides personalized coaching, role-play scenarios, and real-time feedback. Build confidence and competence across your entire partner sales force.
- AI Sales Role-Play Scenarios
- Personalized Coaching Plans
- Real-Time Performance Feedback
- Sales Competency Assessment
Better Together
While each module delivers standalone value, the true power of PartnerXpert emerges when they work together. Data flows seamlessly between modules, providing a 360-degree view of your partner ecosystem and enabling AI-powered insights that span the entire partner lifecycle.
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