business, Campaign, & Program Operations
Goal: Accelerate Deal Velocity
Goal: Increase Partnership Engagement
Goal: Increase Partnership Engagement
Tools: Workato, Salesforce, Docusign, impartner (partner portal)
Baseline Metrics: 90-day average time to first deal
Process Mapping & Implementation:
Mapped the complete partnership journey from initial contact to first revenue, identifying three critical bottlenecks: manual contract reviews (15 days), technical integration setup (25 days)
Tools: Workato, Salesforce, Docusign, impartner (partner portal)
Baseline Metrics: 90-day average time to first deal
Process Mapping & Implementation:
Mapped the complete partnership journey from initial contact to first revenue, identifying three critical bottlenecks: manual contract reviews (15 days), technical integration setup (25 days), and partner training completion (20 days).
Automation Solution:
- Deployed automated contract generation with pre-approved templates, reducing review time from 15 to 3 days
- Built self-service integration portal with API documentation cutting technical setup from 25 to 8 days
- Created interactive online training modules with automated certification tracking, streamlining partner enablement from 20 to 7 days
Results:
- Reduced average time to first deal from 90 to 45 days (50% improvement)
- Increased partner satisfaction scores by 35% due to streamlined experience
- Enabled 40% more partnerships to close QoQ
Goal: Increase Partnership Engagement
Goal: Increase Partnership Engagement
Goal: Increase Partnership Engagement
Tools: Zapier, Salesforce, Partnerstack (partner portal)
Baseline Metrics: 300 total partnerships, 35% actively generating deals, $5M in quarterly partner-driven pipeline
Process Mapping & Implementation:
Analyzed partnership engagement patterns across 300-partner ecosystem, identifying activation barriers: limited access to current sales m
Tools: Zapier, Salesforce, Partnerstack (partner portal)
Baseline Metrics: 300 total partnerships, 35% actively generating deals, $5M in quarterly partner-driven pipeline
Process Mapping & Implementation:
Analyzed partnership engagement patterns across 300-partner ecosystem, identifying activation barriers: limited access to current sales materials, lack of deal visibility, and insufficient marketing support leading to 65% partnership dormancy.
Self-Serve Portal Solution:
- Launched centralized resource hub with sales collateral, competitive battle cards, and campaign assets
- Built partner performance dashboard showing individual deal pipeline, commission status, and benchmark comparisons
- Implemented automated nurturing workflows with monthly training webinars, product updates, and success story sharing
- Created partner programs including lead generating webinar program, technical training, and sales enablement sessions
Results:
- Increased active partnership participation from 35% to 78% (123% improvement)
- Boosted partner-generated pipeline by 70% QoQ through improved engagement and resource utilization
- Reduced partner support tickets by 50% via self-service capabilities
- Maintained 300-partner ecosystem with 22% higher satisfaction scores
Goal: Drive Revenue Through Partners
Goal: Increase Partnership Engagement
Goal: Drive Revenue Through Partners
Tools: Marketo, Zapier, Formstack
Baseline Metrics: 12 participating partners, $0 pre-show pipeline
Process Mapping & Implementation:
Designed integrated partner lead generation campaign leveraging tradeshow foot traffic across 12 partner booths. Identified opportunity to create attendee engagement through gamified experience and high-value
Tools: Marketo, Zapier, Formstack
Baseline Metrics: 12 participating partners, $0 pre-show pipeline
Process Mapping & Implementation:
Designed integrated partner lead generation campaign leveraging tradeshow foot traffic across 12 partner booths. Identified opportunity to create attendee engagement through gamified experience and high-value prize incentive.
Lead Capture Solution:
- Set-up unique QR codes at each of 12 partner booths linked to centralized lead capture system
- Built Marketo landing pages to gather contact details and qualification data
- Implemented Zapier automation workflows to instantly deliver personalized follow-up emails with VR headset contest details and booth directions
- Created multi-touch nurture sequences triggered by QR scan engagement and partner booth visits
Results:
- Captured 500+ qualified leads across 12 partner locations with average 3.2 QR scans per attendee
- Generated $500K in new revenue from partner-led deals
- Strengthened 12 partner relationships through shared lead generation success
- Spent no money on a tradeshow booth
- Created replicable framework for future multi-partner tradeshow activations