Forecastable's Education Center -- The best advice on building partner programs that produce forecastable revenue.
What is a HubSpot deal stages co-sell setup? Short answer: A HubSpot deal stages co-sell setup is the way you configure your pipeline so a deal worked with a partner is tracked as one, from the stage where the partner enters to the credit captured at close. It uses your existing pipeline plus a few […]
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What is an MDF event? Short answer: An MDF event is a partner-funded or jointly funded field marketing motion where market development funds underwrite a customer-facing activity (executive dinner, regional workshop, conference booth, or industry breakfast) with a named pipeline target and a sourced and influenced reporting back to the funding partner. It is not […]
Demand generation that runs through partners by borrowing their trust, measured as pipeline.
Short answer: most MDF (Market Development Funds) programs in B2B SaaS waste 50 to 70 percent of their budget. The cause is structural, not size. MDF gets framed too narrowly as marketing money. It then goes to partners who will not run the activity that drives pipeline. The fix is a defensible MDF program that […]
What is a partner program? Short answer: How to start a partner program comes down to four moves: pick the one partner type that fits your motion, define what a partner does and earns, recruit a small first cohort, and instrument the program so you can see what it produces. It is a deliberate build […]
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What does “best partner relationship management software” actually mean? Short answer: Best partner relationship management software is not a single product, it is the system that fits the specific partner motion you run. It is chosen by matching a platform’s real strengths, deal registration, attribution, enablement, and integration depth, to the program you operate, not […]
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What are partner relationship management best practices? Short answer: Partner relationship management best practices are the operating habits that turn a partner program from a signed-logo list into a revenue motion, defining the partner job, activating fast, keeping enablement current, and instrumenting attribution before launch. They are about how you run the program day to […]
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What is a partner relationship management platform? Short answer: A partner relationship management platform is the configurable system that runs an entire partner motion, recruiting, onboarding, enablement, deal registration, and reporting, and connects to the rest of your go-to-market stack. It is more than a portal: it is the place you operationalize the partner program […]
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What is partner relationship management software? Short answer: Partner relationship management software is the system of record for running a partner program, recruiting, onboarding, enabling, registering deals, and reporting partner-sourced revenue in one place. It does for the indirect motion what a CRM does for direct sales, so partner work stops scattering across spreadsheets and […]
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What is a partner relationship management system? Short answer: A partner relationship management system is the system of record for a partner program, the single place that holds the partner roster, deal registrations, enablement content, and partner-sourced reporting. It plays the role for the indirect motion that a CRM plays for direct sales, so partner […]
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What are partner relationship management tools? Short answer: Partner relationship management tools are the connected set of systems that run a partner program, the PRM suite at the center, with overlap-data and co-sell layers around it, all syncing to your CRM. They exist so that recruiting, onboarding, deal registration, and attribution operate as one motion […]
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What is partner relationship management? Short answer: Partner relationship management is the operating discipline, and the software behind it, for recruiting, onboarding, enabling, and measuring the partners who help you win business. It runs the partner side of your go-to-market the way a CRM runs the direct side, giving each partner a defined motion and […]
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What is Salesforce partner relationship management? Short answer: Salesforce partner relationship management is running your partner program on or alongside Salesforce, using its portal and data layer as the foundation for partner records, deal registration, and reporting. It keeps the partner motion anchored to the CRM that already holds your direct pipeline, so partner-sourced revenue […]
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What is partner relationship management? Short answer: Partner relationship management is the discipline, and the software behind it, for recruiting, onboarding, enabling, and measuring the partners who help a company win business. It is the partner-side equivalent of how a CRM runs the direct sales motion, giving each partner a defined job and giving the […]
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