Partner Adoption App

The app provides a data model which includes custom objects related to 'Activities', and these activities are customised by you! The aforementioned activities are the source of points generation in order for Partners to 'Level Up' into a better Channel Program, using Channel Program Levels. Then depending on the level an Account is associated with, they can be rewarded with special benefits.

You create your own custom activities for Partners to complete and create your own levels with set requirements. Once the activities are set up, you simply need to create a process in Process Builder to trigger activity creation when that action is completed, and with the requirements met, they can proceed to the next level!

An example, a Bronze level Partner gets no benefits. They convert a number of leads, attends conferences and other tasks which all gains points, they then level to Silver. At Silver, they receive a 10% discount on your products for being such a great Partner!

Need Partner Community License to Install.