12 Best PRM Software to Scale SaaS Business

PRM
(Partner
Relationship
Management)
software
makes
it
easy
for
businesses
to
manage
transactions,
communication,
and
collaboration
with
sales
partners
like
dealers,
resellers,
affiliates,
and
referral
partners.

PRM
software
features
vary
by
vendor.
But
the
best
PRM
software
applications
support
most
of
the
aspects
of
partner
engagement
—
onboarding,
training,
sharing
marketing
material,
management
of
deal
registrations,
leads,
and
affiliate
links,
management
of
commissions
and
incentives,
tracking
of
metrics,
and
analytics.

The
Geekflare
team
has
researched
and
evaluated
dozens
of
PRM
software
applications
based
on
their
features,
ease
of
use,
pricing,
and
ROI.
We
have
listed
their
pros,
cons,
best-fit
customer
segments,
and
most
effective
use
cases.
Here
are
the
best
PRM
software
to
scale
SaaS
business.

• 
  PartnerStack
  –
  Best
  for
  SaaS
  Growth

• 
  Referral
  Rock
  –
  Best
  for
  Referral
  Programs

• 
  MindMatrix
  –
  Best
  for
  Channel
  Enablement

• 
  Zinfi
  –
  Best
  for
  Unified
  PRM
  &
  PMM

• 
  Kademi
  –
  AI-powered
  Chatbot
  to
  Assist
  Partners

• 
  Affise
  –
  Best
  to
  Scale
  Affiliate
  Marketing
  Campaigns

• 
  Impartner
  –
  Best
  for
  Comprehensive
  Channel
  Management

• 
  Salesforce
  PRM
  –
  Best
  for
  Salesforce
  Users

• 
  Zift
  Solutions
  –
  Best
  for
  TCMA
  (Through
  Channel
  Marketing
  Automation)

• 
  Allbound
  –
  Best
  for
  Mid-Market
  Scalability

• 
  Partnerize
  –
  Best
  for
  Partnership
  Automation

• 
  Crossbeam
  –
  Best
  for
  Small
  Businesses

• 
  
  Show
  moreShow
  less

PartnerStack

PartnerStack
positions
itself
as
a
“partner
ecosystem
platform”
on
top
of
being
a
PRM
tool.
It
is
designed
to
delight
partners,
which
is
the
best
way
to
promote
vendor
success
through
partner
channel
sales.

PartnerStack
maintains
a
vast
partner
network
specializing
in
B2B
sales.
The
network
includes
all
types
of
partners:
affiliate,
referral,
and
reseller
partners.
That
means
it
can
help
get
your
partner
program
up
and
running
quickly
if
you
are
just
starting
out
on
partner
sales
channels.

Vendors
that
are
veterans
in
using
channel
partners
can
scale
fast
by
promoting
their
program
among
the
network
and
adding
new
channels.

PartnerStack
includes
a
built-in
learning
management
system
(LMS)
that
lets
vendors
easily
create
courses
for
partners
and
track
their
progress.
Vendors
can
also
share
co-brandable
assets
—
PDFs
and
social
media
content
—
with
their
partners
and
measure
the
success
of
the
co-branded
campaigns.

PartnerStack
automates
partner
sale
attribution
and
tracking
with
a
great
set
of
features:
unique
referral
links,
custom
forms
for
deal
registration,
manual
and
automated
lead
sharing,
and
integrations
to
most
of
the
popular
CRMs.

Vendors
can
customize
the
commission
structure
and
rules
for
partners.
Partners
are
automatically
paid
on
time
monthly
with
a
single
invoice
to
the
vendor.
In
addition,
PartnerStack
allows
partners
to
manage
their
withdrawals.

Both
vendors
and
partners
benefit
from
the
analytics
and
detailed
reporting
on
revenue,
and
lead
and
deal
pipelines.

PartnerStack
sports
a
neat
and
helpful
partner
portal
that
enables
partners
to
manage
all
their
partnerships
in
a
single
place.
It
includes
detailed
reporting
of
their
performance,
revenue,
and
customer
activity.

PartnerStack
Pricing

Vendors
need
to
fill
a
form
to
get
a
quote. 
Partners
can
sign
up
for
free
and
apply
to
be
included
in
the
partner
network.

Explore
PartnerStack

Referral
Rock

Referral
Rock
is
tailor-made
for
building
and
managing
referral
programs
through
fan
customers
and
“brand
ambassadors”.
Brand
ambassadors
could
be
customers,
influencers,
partners,
or
even
employees. 

Its
features
are
minimal
and
specific
to
this
use
case:
landing
pages
for
referral
partner
sign-ups
and
referred
customers,
ready-made
branded
messages
for
sharing,
setting
up
reward
rules,
a
portal
for
referral
partners,
and
analytics. 

It
expects
you
to
integrate
Referral
Rock
to
your
existing
systems
—
CRM,
marketing
tools,
payment
channels
—
for
doing
everything
else,
like
referral
tracking,
payouts,
and
program
scaling.
Referral
Rock
runs
in
the
background
to
support
referral
tracking
and
payouts. 

Given
its
focus
use
case,
Referral
Rock
is
primarily
targeted
at
small
and
medium
B2C
businesses
of
all
types,
not
just
online
businesses.

Referral
Rock
Pricing

Referral
Rock
has
a
free
plan
so
that
you
can
get
a
feel
of
it
before
deciding.
The
details
of
the
paid
plans
are
given
below.

Subscription Plan	Monthly Price	Offerings
Professional plan for small businesses and B2B companies	$175	Hosted member portal, email campaigns, landing pages, referral lifecycle tracking, priority support, 100 referrals/month, additional referrals cost $4.50 each, Salesforce/Hubspot add-ons at $250/$125 p.m. extra
Professional+ plan for small businesses and B2B companies	$350	Everything in Professional, plus 50+ gift card options, cash-based payouts, custom domain, 12-month audit log
Engage plan for e-commerce	$200	Hosted member portal, email campaigns, landing pages, referral lifecycle tracking, priority support, 500 referrals/month, additional referrals cost $2.50 each, shopping cart integrations
Engage+ plan for e-commerce	$400	Everything in Engage, plus 50+ gift card options, cash-based payouts, custom domain, 12-month audit log

A
$400
one-time
onboarding
fee
is
charged
for
monthly
plans.
Custom
plans
are
available
for
high-volume
customers.

Explore
Referral
Rock

MindMatrix

MindMatrix
has
created
a
comprehensive
and
powerful
platform,
branded
“Bridge”,
for
sales
success.
It
enables
the
entire
sales
ecosystem,
covering
channel
partners,
direct
sales
teams,
and
ISV
/
technology
partners.

The
platform
is
loaded
with
features
to
facilitate
(and
to
a
great
extent,
automate)
every
step
of
sales
and
marketing
in
the
customer
journey.
Vendors
can
hand-hold
partners
throughout
the
cycle
from
prospecting
to
closure
while
maintaining
tight
control
of
the
messaging,
branding,
pricing,
and
partner
performance
tracking.

The
level
of
enablement
and
support
for
partners
and
sales
teams
possible
with
the
Bridge
platform
is
its
key
differentiator
and
value-add.  

Bridge
boasts
top-drawer
features
for
enabling
partners:  

• 
  PRM:
  Partner
  recruitment,
  onboarding,
  training
  (LMS),
  deal
  registration
  to
  prevent
  channel
  conflict,
  lead
  management
  (upload,
  scoring,
  routing,
  tracking),
  asset
  management
  (web,
  email,
  social,
  videos,
  ads,
  brochures,
  flyers),
  incentives
  management,
  analytics,
  a
  comprehensive
  partner
  portal
  that
  consolidates
  everything
  in
  a
  single
  pane
  of
  glass
• 
  Channel
  Marketing:
  Social
  and
  web
  content
  syndication,
  co-branding,
  video
  personalization
  (like
  adding
  partner
  logo
  and
  contact
  information),
  MDF
  management
• 
  Sales
  and
  Marketing
  Enablement:
  Playbooks
  mapping
  out
  the
  sales
  and
  marketing
  journey
  in
  detail,
  asset
  sharing
  for
  each
  stage
  of
  the
  cycle,
  e-contract
  signing,
  CPQ
  (Configure
  Price
  Quote)
  engine
  for
  quote
  generation,
  visibility
  into
  lead
  interaction
  with
  the
  brand  

Many
of
these
features
are
useful
for
enabling
in-house
sales
and
marketing
teams
as
well.

Bridge
supports
integrations
with
CRMs
and
other
business
software
through
SAML,
oAuth
&
API
integrations.

The
following
are
some
noteworthy
features
of
its
business
model.

• Free,
  customized,
  and
  integrated
  POC
  for
  trial
  before
  buying
  decision
• 100%
  customization
  based
  on
  business
  needs
• Free,
  unlimited,
  ongoing
  service
  and
  support
• Consumption-based
  pricing
  model
• Full
  deployment
  in
  30
  days

MindMatrix
Pricing

Contact
MindMatrix
for
pricing.

Explore
MindMatrix

Zinfi

Zinfi
is
an
all-inclusive
Unified
Partner
Management
platform,
bringing
together
all
aspects
of
partner
management
under
a
single,
user-friendly
portal. It
has
adopted
a
“mobile
first”
strategy,
ensuring
that
the
entire
UPM
functionality
is
easily
accessible
on
mobile
devices.

Zinfi
includes
an
extensive
set
of
features
for
partner
management. 

• Simplified
  and
  secure
  
  admin
  capabilities
  for
  user
  /
  group
  management,
  access
  control,
  and
  record
  rollback
  /
  change
• 
  CMS
  for
  easy
  portal
  creation
  and
  dynamic
  content
  management
• 
  Easy
  workflow
  creation
  for
  partner
  programs 
• 
  Contract
  management:
  Contract
  set-up
  and
  upload,
  contract
  signee
  management,
  contract
  expiration
  management,
  contract
  compliance
  reporting
• 
  Asset
  management:
  Asset
  library,
  content
  preview,
  and
  download,
  bulk
  upload
  and
  download,
  visibility
  configuration,
  advanced
  search,
  set
  up
  favorites,
  recommend
  related
  content,
  co-branding
• 
  Integrated
  LMS:
  Interoperability
  with
  all
  SCORM,
  xAPI,
  AICC,
  and
  cmi5
  learning
  content
  and
  course
  libraries,
  certifications
  management,
  course
  completion
  tracking,
  assessments
  management
• 
  Marketing:
  Co-brandable
  email
  templates,
  test
  mailing
  lists,
  drip
  campaigns,
  bounce
  checker,
  detailed
  performance
  reporting,
  multitouch
  campaign
  management,
  social
  syndication
  management
• 
  Sales:
  Lead
  upload,
  lead
  scoring,
  lead
  distribution,
  lead
  tracking,
  CRM
  integration,
  lead
  campaign
  history,
  deal
  registration,
  CPQ
  (Configure
  Price
  Quote)
  management,
  PO
  upload,
  invoice
  generation
• 
  Incentives:
  Commission
  program
  set-up,
  sales
  tracking
  and
  commission
  calculation,
  support
  for
  multiple
  currencies
  and
  languages,
  MDF
  management,
  rewards
  management

Zinfi
Pricing

Contact
Zinfi
for
pricing.

Explore
Zinfi

Kademi

Kademi
is
a
sleek,
modular,
and
flexible
partner
management
platform
with
an
AI-powered
chatbot
to
assist
partners.
It
allows
customers
to
customize
the
feature
set
based
on
their
business
needs
and
pay
only
for
what
they
need.
It
also
offers
a
pre-configured
“starter”
plan
for
businesses
new
to
channel
sales.

Kademi
excels
in
delivering
a
great
partner
experience
through
the
partner
portal.
It
impresses
with
its
modern
UI/UX
that
adapts
seamlessly
to
various
screen
sizes.
The
portal’s
appearance,
layout,
and
content
can
be
customized
easily
without
any
coding.

In
addition,
vendors
can
craft
personalized
journeys,
content,
and
tools
for
partners
based
on
their
needs,
roles,
and
strengths.

Kademi
comes
with
specialized
partner
training
software
with
which
vendors
can
create
courses,
track
training
progress,
and
target
courses
at
specific
partner
groups.

Kademi’s
asset
management
module
is
very
easy
to
use,
making
it
a
breeze
to
share
and
target
sales
and
marketing
assets
with
partners
and
track
their
usage
and
effectiveness.

There
are
also
a
few
innovative
features
for
partner
enablement
and
engagement:
support
tickets,
forums,
and
event
management
(get
partners
to
sign
up
for
events
like
webinars
and
workshops),
apart
from
MDF
programs.

Kademi
comes
bundled
with
the
essential
partner
sales
enablement
tools:
deal
registration,
lead
referral
forms,
lead
tracking,
commission
calculation,
CRM
integration,
and
automation
of
sales
cycles.

It
also
supports
a
system
to
manage
sales
claims
by
partners
when
vendors
can’t
directly
access
sales
data.

Kademi
Pricing

The
pre-configured
“starter”
plan
costs
$800
per
month.
It’s
limited
to
referral
sales
and
doesn’t
include
deal
registration
and
CRM
integration.
It
also
comes
with
limitations
on
the
number
of
partners
(< 20).

Contact
Kademi
for
configurable
plans
and
pricing.
Typical
costs
range
between
$1200
to
$2000
per
month.

Explore
Kademi

Affise

Affise
is
a
leader
in
affiliate
marketing
software.
It
is
a
great
choice
for
ad
networks,
media
buying
teams,
marketing
agencies,
and
brands
looking
to
optimize
and
scale
affiliate
marketing
campaigns.

The
Affise
Performance
platform
has
a
singular
focus
on
affiliate
marketing
and
includes
the
following
features.

• 
  Mass
  actions:
  Tags
  automation,
  mass
  status
  changes,
  offer/affiliates
  list
  mass
  approval
• 
  Fraud
  prevention:
  Click
  level
  anti-fraud,
  IP
  duplicates
  check,
  CR
  automation,
  time-to-action
  report
• 
  Smart
  traffic
  monetization:
  Smart
  Links,
  traffic
  back,
  traffic
  distribution,
  full
  cycle
  impressions
  tracking
• 
  Automation
  features:
  Offers
  schedule,
  click
  cap,
  conversion
  cap,
  click
  automation,
  invoice
  auto-generation
• 
  Raw
  data
  export
• 
  Tracking:
  Multiple
  tracking
  domains,
  advanced
  tracking
  capabilities,
  view-through
  attribution,
  promo
  codes
  tracking,
  QR
  codes
  tracking,
  parallel
  tracking 
• 
  Targeting:
  GEO-targeting,
  device
  and
  OS
  targeting,
  personal
  targeting,
  ZIP-code
  targeting,
  additional
  tracking
  URLs
• 
  Statistics:
  Advanced
  real-time
  statistics,
  events
  report
• Comprehensive
  
  API
  integrations
• 
  Security:
  GDPR
  compliance
  &
  SOC
  2
  Certification

Affise
Pricing

Affise
offers
three
plans
—
Entry,
Scale,
and
Custom.
Contact
Affise
Sales
for
pricing.

Explore
Affise

Impartner

Impartner
is
a
leader
and
trendsetter
in
the
PRM
software
space.
It
is
a
comprehensive
and
powerful
platform,
that
offers
four
plans
tailor-made
for
businesses
in
different
stages
of
partner
marketing
growth
—
from
early
stages
to
enterprises
optimizing
and
scaling
world-class
partner
programs.

Here
is
a
list
of
Impartner’s
rich
features.

• 
  Suitable
  for
  
  every
  type
  of
  partner:
  Resellers,
  referral
  partners,
  ISVs
  /
  technology
  partners,
  dealers,
  distributors
• 
  Lead
  management:
  Lead
  distribution
  based
  on
  multiple
  criteria,
  lead
  alarm
  clocks
  for
  response
  /
  claim
  and
  showing
  progress,
  multipartner
  lead
  collaboration,
  deal
  registration,
  CRM
  integration,
  lead
  tracking,
  support
  for
  all
  global
  currencies
• 
  Partner
  business
  planning:
  Creation
  and
  tracking
  of
  KPIs
  for
  each
  partner,
  shared
  dashboard,
  built-in
  and
  custom
  KPIs,
  financial
  and
  non-financial
  KPIs
• 
  Customized
  onboarding
  and
  training
  journeys
  for
  different
  partner
  segments
• 
  Integrations:
  Native
  integrations
  for
  Salesforce,
  Hubspot,
  Zoho,
  Microsoft
  Dynamics
  365,
  Pipedrive;
  custom
  integrations;
  real-time
  and
  bidirectional
  data
  flow,
  and
  mapping
  to
  any
  standard
  or
  custom
  CRM
  objects
  or
  fields
• 
  Partner
  marketing
  automation:
  Channel
  marketing
  automation
  tools,
  hyper-personalization,
  hyper-targeting,
  content
  syndication
  across
  hyper-targeted
  microsites
  and
  banner
  ads,
  automated
  paid
  media
  campaigns
  on
  Google,
  Facebook
  redirected
  to
  the
  closest
  partner’s
  website,
  centralized
  content
  center
  for
  assets,
  co-branding
  of
  assets,
  ready-to-use
  (co-branded)
  email
  campaigns,
  social
  content
  syndication
• 
  Partner
  analytics:
  Unlimited
  personalized
  dashboards,
  program-
  and
  partner-specific
  ROI,
  lead
  conversion
  rate,
  average
  deal
  size,
  registration
  rates,
  and
  velocity,
  revenue
  targets
• 
  Content
  Management
  System
  (CMS)
• 
  Training
  and
  certification:
  Creation
  and
  targeting
  of
  courses,
  lessons,
  quizzes,
  and
  certification
  programs,
  LMS
  integration
• 
  Market
  Development
  Funds
  (MDF)
  management:
  Approval
  and
  payment
  automation,
  partner
  MDF
  requests,
  analytics,
  and
  data
  visibility 
• 
  Referral
  partner
  program
  management
  including
  affiliates:
  Personalized
  referral
  links,
  unique
  reward
  rules
  by
  partner
  entity
  and/or
  their
  referral
  sources,
  automation
  of
  communication,
  tracking,
  and
  fulfillment,
  advanced
  analytics
• 
  Partner
  portal
  that
  combines
  everything
  in
  a
  single
  pane
  of
  glass

Impartner
Pricing

Contact
Impartner
for
the
pricing.

Explore
Impartner

Salesforce
PRM

Salesforce
PRM
might
be
the
best
PRM
choice
for
you
if
you’re
an
ardent
fan
of
Salesforce
CRM
and
want
something
that
resembles
its
look
and
feel,
or
your
direct
sales
team
is
using
Sales
Cloud
and
you
want
to
extend
it
to
channel
sales.
In
fact,
some
editions
of
Sales
Cloud
support
PRM
out
of
the
box.

Salesforce
PRM
is
built
on
Salesforce
CRM,
which
takes
a
lot
of
burden
off
the
implementation
and
set-up.

Though
not
exhaustive,
Salesforce
PRM’s
features
will
satisfy
the
needs
of
most
businesses.
The
features
of
Salesforce
PRM
are
given
below.

• 
  Partner
  onboarding
  and
  enablement:
  Step-by-step
  in-app
  guidance
  for
  lead
  nurturing
  and
  conversion;
  serve
  up
  the
  best
  resources
  and
  assets
  to
  help
  ramp,
  develop,
  and
  mature
  partnerships
• 
  Personalized
  partner
  experiences:
  Easy-to-use
  web
  templates
  and
  drag-and-drop
  tools
  to
  build
  the
  partner
  portal,
  page
  variations
  to
  target
  audiences
  based
  on
  selected
  criteria
• 
  Partner
  marketing
  automation:
  Create
  and
  share
  marketing
  campaigns,
  guidelines,
  and
  assets;
  Salesforce
  CMS
  for
  content
  creation,
  management,
  and
  publication;
  co-branding
• 
  Partner
  sales
  workflows:
  Lead
  scoring,
  lead
  routing,
  deal
  registration,
  CPQ,
  sharing
  CRM
  data
  including
  activity
  history,
  contacts,
  and
  communications
  with
  partners
• 
  Incentives:
  Management
  of
  MDFs,
  rebates,
  loyalty
  rewards
• 
  Analytics:
  Dashboards,
  sales
  pipeline
  inspection,
  lead
  and
  opportunity
  scoring
• 
  Generative
  AI:
  Einstein
  AI
  chatbot
  for
  assisting
  partners

Salesforce
PRM
Pricing

Salesforce
PRM
monthly
pricing
is
$10/login
or
$25/member
with
annual
billing.
Members
are
for
frequent
users.
Logins
are
for
infrequent
users.
Contact
Salesforce
for
a
quote.

Explore
Salesforce
PRM

Zift
Solutions

ZiftONE
Channel
Platform
from
Zift
Solutions
is
an
end-to-end
partner
management
solution. 

ZiftONE’s
channel
marketing
features
are
highly
rated
in
the
industry.
It
enables
vendors
to
manage
all
their
to-,
through-,
and
for-channel
marketing
materials
in
one
place
for
the
entire
partner
ecosystem.

Vendors
can
easily
create
emails,
microsites
(for
partner
websites),
and
portal
posts
(for
to-channel
marketing),
without
any
coding.
Partners
can
add
their
branding
and
directly
send
emails
to
customers
from
the
partner
portal.

ZiftONE
facilitates
social
media
syndication
and
co-branding
of
assets.
The
collateral
library
supports
every
type
of
asset. Additionally,
Zift
also
offers
support
to
vendors
for
creating
emails,
social
media
posts,
and
portal
pages,
with
its
staff
writers.

Apart
from
this,
ZiftONE
has
built-in
features
for
partner
onboarding,
partner
engagement,
partner
management,
partner
training,
and,
of
course,
channel
sales.

• 
  Partner
  onboarding:
  Customizable
  page
  templates,
  forms,
  and
  onboarding
  paths
• 
  Partner
  engagement:
  Easily
  build
  partner
  portals
  without
  any
  coding,
  filter
  content
  by
  user
  and
  campaign,
  send
  key
  messages,
  campaigns,
  and
  collateral
  to
  specific
  partner
  segments
• 
  Partner
  management:
  Business
  planning,
  partner-specific
  data
  and
  insights,
  segment
  partners
  based
  on
  performance
  metrics
• 
  Partner
  training:
  Built-in
  LMS
  for
  course
  creation,
  targeting,
  and
  tracking,
  certifications,
  collateral
  library
• 
  Channel
  sales:
  Deal
  registration,
  lead
  registration,
  lead
  distribution,
  lead
  tracking,
  pipeline
  visibility,
  analytics
  dashboards,
  CRM
  integration

ZiftONE
Pricing

Contact
Zift
Solutions
for
pricing.

Explore
Zift
Solutions

Allbound

Allbound
is
a
fully
integrated
PRM
platform
for
managing
and
scaling
partner
programs
smoothly
and
efficiently. 
It
is
easy
to
use
and
sports
a
neat,
intuitive
UI.
It
comes
with
features
that
cater
to
every
stage
of
a
channel
partner
program.

• 
  Partner
  engagement:
  Journey
  automation
  from
  onboarding
  to
  deal
  closure,
  automatic
  rule-based,
  personalized
  notifications,
  gamification,
  incentive
  management
• 
  Partner
  enablement:
  Create
  customized
  learning
  paths
  for
  different
  partner
  segments,
  support
  for
  diverse
  content
  types
  including
  videos,
  optional
  LMS
  integration,
  progress
  tracking,
  certifications,
  playbooks
• 
  Marketing:
  Easy
  and
  flexible
  co-branding
  options,
  advanced
  content
  management
  including
  access
  control,
  engagement
  analytics,
  detailed
  visibility
  into
  content
  properties,
  updates,
  and
  locations,
  MDF
  management
• 
  Business
  planning:
  Personalized
  partner
  plans
  covering
  onboarding,
  co-marketing,
  training,
  and
  revenue
  targets,
  dashboard
  for
  transparent
  performance
  tracking
• 
  Sales:
  Deal
  registration,
  CRM
  integration,
  pipeline
  insights
  and
  analytics,
  notifications
  for
  updates,
  rules-based
  lead
  distribution,
  multipartner
  lead
  distribution,
  partner
  locator

Allbound
Pricing

Contact
Allbound
for
pricing. Allbound
also
charges
extra
for
integration
and
advanced
engagement
and
support
services.

Explore
Allbound

Partnerize

Partnerize
is
a
partner
management
software
and
services
solution
crafted
for
digital
marketing
partnerships
like
affiliates,
ambassadors,
influencers,
content
publishers,
and
coupons
/
vouchers
/
cashback.

It
includes
a
partner
marketplace
or
network
for
brands
and
partners
to
discover
suitable
matches
and
make
direct
connections.
As
a
result,
it
enables
brands
to
scale
and
diversify
their
partner
programs
quickly.

Partnerize
makes
it
easy
for
brands
to
discover,
activate,
track,
manage,
measure,
and
pay
digital
partners
through
automation
solutions.

• 
  Discover
  and
  activate:
  Vast
  and
  diversified
  partner
  network
  of
  affiliates,
  ambassadors,
  influencers,
  content
  publishers,
  and
  coupons/vouchers/cashback
  partners,
  AI-powered
  recommendations,
  powerful
  filtering
  tools
  for
  identifying
  best
  matches,
  detailed
  partner
  profiles
• 
  Track:
  First-party,
  server-to-server,
  batch,
  and
  mobile
  app
  tracking,
  or
  leverage
  e-commerce
  plugins;
  track,
  report,
  and
  commission
  on
  unlimited
  custom
  data
  points
  such
  as
  size,
  color,
  class
  of
  service,
  and
  destination
• 
  Manage:
  Equitably
  reward
  partners
  that
  provide
  valuable
  touchpoints
  across
  the
  entire
  path
  to
  purchase,
  not
  just
  last-click
  partners,
  with
  transparent
  attribution
  functionality
  and
  spend
  allocation
  tools
• 
  Measure:
  Full
  visibility
  into
  partner
  ecosystem
  performance
  and
  customer
  journey
  data,
  powerful
  visualization
  options,
  export
  data
  to
  third-party
  reporting
  tools
  of
  choice
  through
  integrations
• 
  Pay:
  Evaluate
  transactions,
  generate
  invoices,
  automate
  payouts,
  support
  for
  over
  60
  currencies
  across
  214
  countries
• 
  Protect:
  An
  “always
  on”
  fraud
  detection
  and
  automated
  compliance
  monitoring
  for
  trademark
  infringement
• 
  Integrations:
  Easy-to-integrate
  API-first
  solution

Partnerize
also
offers
services
at
various
levels,
from
program
activation
to
in-sourcing
support
to
comprehensive
program
management,
through
its
team
of
subject-matter
experts.

Partnerize
Pricing

Contact
Partnerize
for
pricing.

Explore
Partnerize

Crossbeam

Crossbeam
is
a
unique,
innovative
platform
to
help
vendors
succeed
through
their
partner
ecosystem.
It
has
a
distinct
set
of
features
aimed
at
delivering
business
intelligence
to
drive
revenue
growth,
optimize
sales
pipelines,
and
shorten
sales
cycles. 

Crossbeam
is
not
a
conventional
PRM
software

per
se.
It
is
a
tool
to
maximize
the
ROI
from
partnerships
by
smartly
surfacing
the
data,
people,
and
companies
in
the
network
that
will
accelerate
and
close
the
next
deal.

Crossbeam
works
in
four
steps.

1. Onboard
   or
   find
   partners
   in
   the
   Crossbeam
   network.
2. Securely
   and
   mutually
   share
   data
   with
   partners
   by
   connecting
   Crossbeam
   with
   CRMs,
   Data
   Warehouses,
   Google
   Sheets,
   and
   CSV
   files.
3. Use
   Crossbeam
   to
   automatically
   identify
   mutual
   accounts
   called
   ‘overlaps’
   between
   vendor
   and
   partners’
   data.
   Crossbeam
   calls
   this
   “account
   mapping”.
4. Get
   insights
   to
   identify
   new
   leads,
   advance
   existing
   deals,
   and
   grow
   customer
   accounts.

Leveraging
automated
account
mapping,
sales
reps
can
identify
new
leads
from
partner
data,
get
intros
to
partners’
existing
customers,
or
gather
sales
intelligence
about
the
prospects
from
partners.

In
addition,
channel
managers
can
distribute
leads
optimally
based
on
account
mapping
data
to
maximize
the
chances
of
deal
closing.

Moreover,
partnership
managers
can
prioritize
tech
partner
programs
based
on
real
data
like
the
highest
number
of
mutual
customers.

Crossbeam
lacks
many
of
the
key
features
of
conventional
PRM
software
for
partner
engagement,
enablement,
co-marketing,
and
management.
So,
it
is
appropriate
to
integrate
Crossbeam
to
a
full-fledged
PRM
platform
for
best
results.
Then,
leads
identified
for
prioritization
through
Crossbeam
can
be
pushed
directly
to
the
vendor’s
PRM
and
CRM
for
effective
management.

Crossbeam
Pricing

Crossbeam
has
a
free
plan,
which
is
great
for
checking
out
the
tool
before
the
purchase
decision.

Below
are
the
details
of
the
paid
plans.
The
plans
are
billed
annually.

Subscription Plan	Monthly Price/User	Offerings
Connector	$150	Includes most of the features of Crossbeam. Supports only a few integrations and comes with usage limitations. Key integration exclusions include REST API, Salesforce or Hubspot custom objects, Impartner, Adobe Marketo, and Lean Data.
Supernode	Custom	Minimum 10 seats. No usage limitations. Supports unlimited outbound integrations.

Explore
Crossbeam

Best
PRM
Software
Comparison
Table

Platform	Partner Enablement Features	Marketing Features	Sales Features
PartnerStack	Access to partner network, LMS, partner portal, suitable for all types of partners: affiliate, referral, reseller, dealers, tech partners	Co-brandable asset sharing	Unique referral links, deal registration, lead sharing, lead tracking, CRM integration, commission rules, automated partner payouts, analytics
Referral Rock	Partner portal, analytics, tailored specifically for referral partners	Landing pages, branded messages for sharing, connect to marketing tools	Reward rules, connect to CRM and payment platforms for referral tracking and payouts
MindMatrix	Partner portal, LMS, playbooks, suitable for referral, reseller, dealers, and tech partners	Content syndication, asset library, co-branding, personalized videos, MDF	Lead management (upload, scoring, routing, tracking), deal registration, e-contract signing, CPQ, analytics, incentives, CRM integration
Zinfi	Partner portal, mobile responsive, workflow creation, LMS, asset library, suitable for referral, reseller, dealers, and tech partners	Co-branding,  email marketing features, multi-touch campaigns, social syndication, MDF	Contract management, lead management (upload, scoring, routing, tracking, campaign history), deal registration, CPQ, PO upload, invoice generation, commissions management, rewards, CRM integration
Kademi	Partner portal, personalization, support tickets, forums, mobile responsive, suitable for referral, reseller, dealers, and tech partners	Asset management (library, targeting, engagement tracking), MDF	Deal registration, lead referral forms, lead tracking, commission calculation, CRM integration, automation of sales cycles, sales claims
Affise	Partner portal, security standards compliance, fraud prevention, tailored specifically for affiliates		Smart traffic monetization, automation features, tracking, targeting, real-time statistics, API integrations
Impartner	Partner portal, custom training, business planning, suitable for all types of partners: affiliate, referral, reseller, dealers, tech partners	TCMA, content syndication (microsites, banner ads), co-branding, content library, MDF	Lead distribution, lead alarm clocks, multi-partner lead collaboration, deal registration, CRM integration, lead tracking, advanced analytics
Salesforce PRM	Partner portal, personalization, in-app guidance for lead nurturing and conversion, Einstein AI chatbot assistance, suitable for referral, reseller, dealers, and tech partners	Asset creation and sharing, co-branding, MDF	Built on Salesforce CRM, lead scoring, lead routing, deal registration, CPQ, sharing CRM data including activity history, contacts, and communications with partners, sales pipeline inspection
Zift Solutions	Partner portal, personalization, business planning, LMS, suitable for referral, reseller, dealers, and tech partners	To-, through-, and for-channel marketing automation, co-branding, content services, collateral library	Deal registration, lead registration, lead distribution, lead tracking, pipeline visibility, analytics dashboards, CRM integration
Allbound	Partner portal, personalization, playbooks, partner training, optional LMS integration, business planning, suitable for referral, reseller, dealers, and tech partners	Co-branding options, advanced content management (access control, engagement analytics, visibility into content properties), MDF	Deal registration, CRM integration, pipeline insights and analytics, notifications for updates, rules-based lead distribution, multi-partner lead distribution, partner locator
Partnerize	Partner portal, access to partner network, fraud detection, automated compliance monitoring, easy-to-integrate API-first solution, services offerings, tailored specifically for digital marketing partners like affiliates, ambassadors, and influencers		Advanced features for tracking and attribution, analytics, raw data export, automated invoices and payments
Crossbeam	Partner network, partner portal, integrations to business tools, suitable for referral, reseller, dealers, and tech partners		Account mapping technology for sales intelligence

How
to
Choose
the
Best
PRM
Software

Remember,
you’re
trying
to
decide
the
best
PRM
software

for
your
needs.
Determine
your
answers
to
the
following
questions
in
mind
while
considering
the
options.

What
are
your
key
goals
for
your
partner
program
in
the
short-,
medium-,
and
long-term?
Diversify
and
scale
your
leads?
Improve
conversions?
Improve
efficiency
and
reduce
costs
in
running
the
program?
Fill
the
gaps
in
your
in-house
sales
team?

Here
are
a
few
tips
to
identify
the
features
that
suit
your
goals.

• If
  you
  are
  a
  newcomer
  to
  channel
  sales
  or
  looking
  to
  scale
  your
  program,
  a
  platform
  that
  gives
  you
  access
  to
  a
  partner
  network
  might
  be
  a
  good
  choice. 
• If
  you
  have
  a
  well-established
  program
  but
  want
  to
  optimize
  results,
  you
  should
  look
  at
  tools
  that
  offer
  features
  like
  business
  planning,
  playbooks,
  advanced
  analytics,
  flexible
  commissions
  and
  rewards,
  and
  CRM
  integration
  with
  custom
  objects.
• If
  you
  are
  looking
  to
  diversify
  and
  scale
  your
  leads,
  you
  can
  consider
  adding
  new
  channels
  to
  your
  program.
  In
  that
  case,
  look
  for
  tools
  that
  support
  a
  broad
  range
  of
  partner
  types.
• If
  you
  are
  considering
  reducing
  costs
  or
  filling
  gaps
  in
  your
  sales
  team,
  you
  might
  want
  to
  leverage
  the
  services
  offered
  by
  some
  vendors
  for
  content
  creation,
  program
  management,
  and
  strategy
  consultation
  with
  experts.
• If
  your
  target
  is
  to
  double
  down
  on
  efficiency,
  you
  should
  pay
  attention
  to
  fully
  integrated
  platforms
  with
  a
  comprehensive
  set
  of
  features.

What
are
the
gaps
and
pain
points
in
your
current
program?

The
gaps
and
pain
points
that
you
face
in
your
current
program
are
good
pointers
towards
the
features
that
you
should
focus
on
while
finalizing
your
PRM
software
choice.

What
is
your
budget
(money,
skilled
human
resources)?

While
planning
the
budget,
account
for
human
resources
too
—
like
IT
support
and
training
costs.

What
types
of
partners
are
you
looking
for
(e.g.,
affiliate,
referral,
reseller,
distributor,
tech
partner)? 

The
answer
to
this
depends
on
the
nature
of
your
business
and
who
your
end
customers
are. 

E-commerce
businesses
typically
work
only
with
affiliates
and
referral
partners.
B2B
SaaS
companies
might
work
with
all
types
of
partners.
Traditional
businesses
may
not
need
affiliates
and
tech
partners.

Look
for
the
tools
that
support
all
your
partner
types.  

Based
on
the
above
considerations,
evaluate
the
features
of
the
PRM
software
in
our
list
(and
any
more
choices
you
may
have)
to
narrow
down
the
options.
Talk
to
their
sales
teams
to
discuss
pricing,
support,
usage
limits,
and
customization
options.

Always
ensure
that
your
choice
of
PRM
software
satisfies
the
following
needs
for
you

and
your
partners.

• Ease
  of
  use
  and
  manageable
  learning
  curve
• Integrations
  to
  your
  existing
  tech
  stack
  (and
  your
  partners’
  tech
  stack,
  as
  much
  as
  possible)
• Clean
  data
  integration
  —
  avoids
  data
  duplication
  and
  discrepancy
  across
  business
  tools
• Partner
  portal
  that
  combines
  everything
  in
  a
  single
  place
• Dependable
  support
  from
  the
  PRM
  software
  vendor
• Data
  security
  and
  privacy
  standards
  compliance
• PRM
  software
  that
  can
  scale
  along
  with
  your
  business

Benefits
of
PRM
Software

PRM
software
offers
the
below
benefits
for
vendors
and
partners.

• 
  Efficiency:
  Eliminates
  manual
  bookkeeping,
  and
  data
  scattering
  across
  spreadsheets,
  emails,
  paper
  documents,
  and
  databases
• 
  Scalability:
  Facilitates
  growth
  and
  diversification
  of
  the
  partner
  program
• 
  Collaboration:
  Improves
  communication
  and
  data
  sharing
  between
  vendors
  and
  partners
• 
  Brand
  consistency:
  Ensures
  consistency
  in
  messaging
  and
  branding
  through
  the
  sharing
  of
  marketing
  materials
  and
  co-branded
  assets
• 
  Partner
  training:
  Builds
  partner
  capabilities
  cost-effectively,
  enables
  progress
  tracking
  and
  verification
• 
  Analytics:
  Uncovers
  valuable
  insights
  into
  partner
  and
  program
  performance,
  and
  customer
  behavior
  and
  engagement

What
Is
the
Difference
Between
PRM
and
CRM
Software?

Below
are
the
differences
between
PRM
and
CRM
software.

PRM
(partner
relationship
management)
software
are
applications
designed
to
organize
and
automate
the
business’
interactions
with
its

partners
like
distributors,
resellers,
and
affiliates.

CRM
(customer
relationship
management)
software
focuses
on
managing

customers,
who
are
not
necessarily
partners.

Common
functions
of

PRM
software
include:

• partner
  onboarding
  and
  training
• sharing
  marketing
  material
• managing
  deal
  registrations,
  commissions
  and
  incentives
• tracking
  of
  metrics,
  and
  analytics.

CRM
software
focuses
on
customers
and
their
touchpoints.
An
essential
feature
of

CRM
software
is

contact
management,
which
involves
building
a
detailed
database
of
customers
and
prospects.
This
data
is
used
to
make
data-driven
decisions
by
sales,
marketing,
and
customer
success
and
support
functions. 

PRM
software
includes
features
like
affiliate
tracking,
lead
tracking
and
sales
metrics,
whereas

CRM
software
includes
features
for
campaign
management
via
email,
SMS,
social
media,
directly
targeting
customers.

There
is
some
data
overlap
between
PRM
and
CRM
software,
as
customer-related
data
often
needs
to
be
exchanged
between
vendors
and
partners
for
sales
collaboration.
So,
PRM
software
is
often
integrated
with
CRM
software
to
avoid
data
duplication
and
discrepancy.