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Events

Implementation Process and Milestones

Transform the way you do business 

Implementation Title

As a proven methodology, Allbound’s implementation program accelerates your time to value and builds a confident structure to transform the way you do business in the channel. We combine nine virtual sessions and self-paced online training to ensure your portal implementation meets your business requirements. From strategy and best practices to hands-on demonstration and configuration, both your and your partner portal will be prepared to drive channel partner engagement.

1

Implementation Kickoff and Discovery

Session Length: 45-60min

Attendees: Implementation Specialist / Customer Success Manager / Sales Executive

Session Agenda

Allbound/Client Introductions Contract Review Package/Features Review Implmentation Process Launch Date Plan University Access & Benefits Portal Access/Admin Settings CRM Credentials, Requirements & Set Up

Prerequisites

Signed Allbound Agreement
Completed Handoff Notes
Determination of URL Region
Register for Allbound Univ

Who to Bring from Your Team

Implementation POC / Partner Operations / Partner Enablement/ Marketing / Sales Operations / Systems Administrator

2

Portal Branding and Customization

Session Length: 30-45min

Attendees: Implementation Specialist

Session Agenda

Dashboard Customization & Settings Branding Guidelines Doc Email Customization Portal Login Customization Image Specs (reference university info) Custom URL Custom Sender Signature

Prerequisites

Kickoff Checklist
Implementation Plan

Homework

Email domain/URL / Sender signature email and name / Complete Branding Request

Who to Bring from Your Team

Implementation Point of Contact / Marketing

3

Partner Registration and Management

Session Length: 60-90min

Attendees: Implementation Specialist

Session Agenda

CRM Accounts and Contact Integration Companies Management User Registration Process Security SSO Registration Notifications PJA Registration Notifications* Forms Groups and Segmentation Partner Locator

Prerequisites

CRM Credentials Validated

Homework

Complete the Accounts & Contacts spreadsheet

Who to Bring from Your Team

Implementation POC / Partner Operations / CRM Admin

4

Partner Onboarding and Training

Session Length: 30-60min

Attendees: Implementation Specialist

Session Agenda

Training and Pre-Sales content Learning Tracks Quizzes (Forms) External LMS/SSO Partner Plan (Training)

Prerequisites

CRM Credentials Validated

Homework

Complete the Accounts & Contacts spreadsheet

Who to Bring from Your Team

Implementation POC / Partner Enablement/ Partner Operations

5

Content Management

Session Length: 45-60min

Attendees: Implementation Specialist

Session Agenda

Organization and structure Content Management Tool Filters and Tags Visibility and Groups Co-branding Playbooks Email & Social Media Events

Homework

Add 3-5 pieces of content

Who to Bring from Your Team

Implementation POC / Marketing

6

Revenue Management - Pipeline

Session Length: 3 Sessions, 45-60min

Attendees: Implementation Specialist / Customer Success Manager / Sales Executive

Session Agenda

Session 1 Agenda:
  • Pipeline Management
  • Capabilities
  • Notifications: Standard, PJA
  • Forms*
  • Discovery/Review
Session 2 Agenda:
  • Progress/Homework
Session 3 Agenda:
  • Review

Prerequisites

Completed A&C integration

Homework

Complete the Pipeline spreadsheet

Who to Bring from Your Team

Implementation POC / Partner Operations / Sales Operations / Systems Administrator

7

Revenue Management- MDF

Session Length: 3 Sessions, 45-60min

Attendees: Implementation Specialist / Customer Success Manager / Sales Executive

Session Agenda

Session 1 Agenda:
  • MDF Management
  • Capabilities
  • Notifications: Standard, PJA
  • Forms*
  • Discovery/Review
Session 2 Agenda:
  • Progress/Homework
Session 3 Agenda:
  • Review

Prerequisites

Completed A&C integration

Homework

Complete the Pipeline spreadsheet

Who to Bring from Your Team

Implementation POC / Partner Operations / Sales Operations / Systems Administrator

8

Partner Engagement

Session Length: 3 Sessions, 45-60min

Attendees: Implementation Specialist / Integration Specialist

Session Agenda

Session 1 Agenda:
  • MDF Management
  • Capabilities
  • Notifications: Standard, PJA
  • Forms*
  • Discovery/Review
Session 2 Agenda:
  • Progress/Homework
Session 3 Agenda:
  • Review

Prerequisites

Completed A&C integration

Homework

Complete the Pipeline spreadsheet

Who to Bring from Your Team

Implementation POC / Partner Operations / Sales Operations / Systems Administrator

9

Status Launch and Planning

Session Length: 30min

Attendees: Implementation Specialist / Customer Success Manager

Session Agenda

What is outstanding? Customer provides final customization Adjust launch date? Validate removal of test data

Prerequisites

Added 3-5 pieces of content
Add one hero image
Add 1-2 dashboard
Buttons/quick links

Homework

TBD by status meeting

Who to Bring from Your Team

Implementation POC

10

Success Planning

Session Length: 30min

Attendees: Implementation Specialist / Customer Success Manager

Session Agenda

Reporting Support/Maintenance Your Allbound relationship Follow up on other features, etc G2 Crowd review/Referral program/Etc

Prerequisites

Completed Launch Checklist
Delete Test Data (Allbound)

Homework

Schedule first customer check in

Who to Bring from Your Team

Implementation POC / Partner Operations / Partner Enablement/ Marketing / Sales Operations / Systems Administrator

Customer Success Stories

“With Allbound we’re not only able to categorize our partners, but we can also focus on their onboarding experience, as well as equipping them with the resources they need throughout their partner life cycle.”

Matt Irving
Senior Manager,
Global Partner Programs
and Strategy at WP Engine

“Allbound’s analytics have allowed us to closely monitor which partners are consuming content and completing the training and onboarding we create.”

Katelyn Gillet
Channel Partner Manager
at Garland Technologies

“All of our program benefits are supported through the Allbound PRM and portal. From initial partner application through deal registration, MDF management, content management, marketing support, gamification, and more, the Allbound platform fills our desire to offer our partners a robust and engaging program to help them grow”

Karyn Pastorino
Director – Global Channel
Marketing at Cambium

“Allbound inspired and excited the team with what they could do with a partner portal. We didn’t see any other solutions that could achieve the same outcomes so effectively.”

Nick Whitehead
Chief Marketing Officer at Serko

Simplify Channel Management and Increase Partner Engagement with Allbound.

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