PartnerStack - Empowering Partner Success

Demo Summary

In this video, you will see PartnerStack. It is a tool that helps you manage partner programs fast. You will learn to make groups for affiliates, agencies, and resellers. You will build application forms, share affiliate links, and set pay rules. You will watch partners submit leads or deals, check their own dashboards, and get paid. You will see how to find and invite partners, share training and resources, send messages, and track results. PartnerStack puts all your partner work in one place so you can grow your revenue.

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Welcome & Platform OverviewTyler Calder introduces PartnerStack, its mission to scale partner ecosystems, highlights the types of partners supported, and outlines what the demo will cover.
00:00
Demo Agenda & User ViewsAjeesh welcomes viewers, explains the demo agenda, and distinguishes between the Vendor View (for program managers) and Partner View (for partner interactions).
01:27
Vendor Dashboard Health CheckOverview of the Vendor Dashboard, showing program health metrics like new applications, leads, deals, and commission reviews at login.
02:58
Organizing Partners with GroupsIntroduction to Groups for segmenting partners, customizing experiences, incentive structures, and managing multiple programs in one place.
03:36
Configuring Offers & ApplicationsHow to set up commission offers for group members and build custom application forms using the drag-and-drop form builder for each partner type.
06:02
Core Partner FlowsExplanation of the three main partner flows—affiliate (link sharing), referral (lead submission), and reseller (deal registration)—and how each drives business.
08:03
Building Affiliate Programs & Partner ExperienceVendor setup of affiliate links and offers, UTM tracking options, followed by the partner’s view of grabbing links and tracking attribution for signups.
10:43
Lead Program Configuration & FlowVendor configuration of lead submission forms and custom lead stages, then partner view of submitting leads and viewing pipeline status.
13:58
Deal Registration Setup & FlowVendor setup of deal registration forms with custom stages and approval options, then partner view of registering and updating co-sell deals.
16:12
CRM Integration with WorkatoOverview of integrating PartnerStack with CRMs like Salesforce and HubSpot using Workato to sync leads, deals, and custom objects in real time.
18:33
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PartnerStack

PartnerStack is the industry leading partner ecosystem platform that enables B2B SaaS companies to scale revenue through indirect channels.Learn more about PartnerStack

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