Wondering how all of this connects together? Take a walkthrough of the PartnerStack object model
|Company||A company represents your entire organization at the highest level. A company can have one or multiple programs for partners to join. Vendors typically have a single company.|
|CoSell motion||The coSelling motion refers to the act of a partner selling alongside a sales rep or partner manager at the vendor's business. In this motion, the opportunity is a shared responsibility between the two parties.|
|Customer referral motion||The customer referral motion involves an existing customer of a vendor referring someone they know to purchase the product. Typically this referral is done via a referral widget within a product.|
|Customers||A customer is a PartnerStack object that represents an end user of your product or service.|
|Deal||A deal is a PartnerStack object that represents a sales opportunity that is driven by a partner (partner sells or cosells prospect and updates the Deal status). Typically maps to an opportunity in CRM.|
|Group||A group is the highest level of channel organization in PartnerStack. Groups can be configured with emails, offers, and other experiences to provide partners with distinct experiences. Partners can be in a single group at one time.|
Typically groups are used to organize partners into programs, geographies, or tiers.
|Lead||A lead is a PartnerStack object that represents a potential customer that the partner expects the Vendor's sales team to own and drive to closed. Typically maps to a lead in CRM.|
In the case of a 'lead pass'
|Lead pass||The lead pass sales motion generally refers to the act of a vendor passing an inbound lead down to their partners to follow up with.|
This is commonly done during joint marketing initiatives, or if the prospect has unique needs that the partner is better equipped to solve rather than the Vendor's internal team.
|Link||A PartnerStack Link is a unique link given to each partner and partner contact that attributes all traffic through the link back to the partner. Core method of attribution used for Link-based referral motion.|
|Link-based referral motion||A type of channel sales motion where partners share a link with their network to push traffic to a landing page. When traffic converts, PartnerStack attributes the conversion to the Partner.|
|Managed Service Provider (MPS)||Managed Services Providers are a persona of partner who actively sells, manages and supports customers throughout their lifecycle pre and post sale.|
|Marketing partner (Affiliate)||Marketing partners are partners who primarily share PartnerStack links in paid (AdWords) or organic (blogs, social) content to drive traffic and new customers to a product for a commission.|
|Offer||Offers represent the incentive a partner can receive for achieving a certain business objective (referring a new customer, a deal moving to closed/won, etc).|
Offers can be a flat value ($5), or scale as a percentage of a transaction (10% of $4000 =$400)
|Partner (partnership)||Partnerships represent the connection an individual or organization has with your company. A partner can be an individual contact, or an organization of multiple contacts within a partnership.|
|Partner contact||A partner contact represents a human user that is partnered with your company. Can be acting as a lone individual, or as a part of a collective team with other contacts.|
|Partner Manager||Partner managers are employees of your company who help manage your partner program. Partner managers can be assigned to specific partners.|
|Partner contact role||A partner contact role is a permissions-set given to a partner contact within their partner team. Different roles can determine which data and actions a contact can take within team.|
|Partner team||Partner teams allows partner contacts to organize under a single partner identity.|
For instance, Agency XYZ has 50 sales people actively referring clients to ABC marketing software on PartnerStack. Each sales rep has a unique partner contact account allowing them to login and register their own leads under Agency XYZ.
PartnerStackJS identifies referred traffic, confirms attribution, and communicates signups back to PartnerStack.
|Payout||Payouts are verified rewards that partners are able to cash out of PartnerStack. Once cashed out the Partner's payout returns to $0 and begins to collect new rewards.|
|Program||A partner program is a strategy used by Vendors to motivate and engage individuals and organizations outside of their company to create more value for the end users.|
Vendors use PartnerStack to manage one or multiple programs.
|Resell Motion||While the definition can vary, traditionally the resell sales motion is defined a partner purchasing software on behalf of the end user.|
Typically reseller partners register a deal with a vendor, invoice the end user for services and softwares costs, and then purchases the software from a vendor (usually at a discount).
|Reseller||Resellers are a type of partner who is actively selling or coselling a vendor's product to an end user.|
Resellers are often described as 'putting the deal on their own paper' which refers to the act of the enduser paying the reseller, who then pays the vendor.
|Reward||Rewards are a financial object in PartnerStack that represents a financial value payable to a Partner.|
Rewards are created manually in app by a program manager, or programatically by an Offer and a trigger event.
|Sales motion||A term used to describe a sales business process to get a prospect to be a customer. Partners are often described as a 'channel sales motion', and then subdivided in to more specific motions such as 'lead pass motion', 'cosell motion', 'referral motion', etc.|
|Segment||A segment is a list of partners defined by rules (or filters) that you set. Partners are automatically added to the segment when they meet segment criteria.|
|Tag||Tags are labels added to partners. You can use tags to give partners unique experiences like emails or offers, reporting, or other needs.|
|Teammate||Teammates are employees of the vendor who are invited to a company to help manage partner operations. Teammates can be partner managers, technical roles, or financial roles.|
|Tier||Tiers are a program structure that incentivizes partners to reach business goals such as a sales quote in order to progressively unlock incentives available in high tiers.|
|Transaction||The transaction object in PartnerStack represents a purchase made by an end customer.|
Typically, when an end customer pays a vendor for their product, the resulting transaction object on PartnerStack will trigger an offer to generate a reward for the referring partner.
|Trigger||Triggers are an if-this-then-that automation feature in PartnerStack. Triggers can be used to generate rewards, send emails, add tags, and other actions.|
|Vendor||Vendors are customers of PartnerStack who pay PartnerStack a fee to host and manage their partner program on PartnerStack.|
Updated 11 months ago