Digital Experience & Growth
Partner Portals
Partner relationship portals for resellers, channel partners, referral partners and implementation partners, covering onboarding, deal registration, lead sharing, training, marketing assets and incentive tracking.
Capability overview
What partner portals involves
Channel partners sell and deliver on your behalf, but they often work from outdated price lists, email attachments and scattered spreadsheets. Deals conflict between partners, leads go unanswered, training completion is unknown and incentive calculations cause disputes. A partner portal gives partners one place to work with you.
We build partner relationship management portals as custom applications or on platforms such as Salesforce Experience Cloud and HubSpot, connected to your CRM. Core features include partner onboarding and agreements, deal registration with conflict checks, lead distribution, certification training, co-branded marketing material, market development fund requests and incentive statements.
Partner tiers can control access to pricing, leads and benefits, encouraging partners to invest in certification and performance.
What is included
Partner portal capabilities
Partner onboarding
Applications, due diligence documents, agreements, tax details and approval workflows for new partners.
Deal registration
Opportunities registered by partners, checked for conflicts and approved with protection periods.
Lead distribution
Leads assigned by territory, specialisation or performance, with acceptance deadlines and outcome updates.
Enablement and certification
Training content, assessments, certifications and product updates tracked by partner and individual.
Incentives and marketing funds
Rebates, commissions, scheme eligibility and market development fund claims calculated and approved.
How we work
How we deliver partner portals
Channel programme review
Partner types, tiers, rules, incentives and current tools documented with channel leaders.
Partner interviews
Representative partners explain their workflow, frustrations and information needs.
Platform choice
Custom build or CRM-based partner community selected based on licences and flexibility.
Build and CRM integration
Portal features built with CRM synchronisation for accounts, leads and opportunities.
Partner launch
Portal launched to a partner group first, then extended with training sessions.
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Questions & answers
Questions about Partner Portals
Cannot find what you need? Our team responds to technical and commercial questions within one business day.
Ask a questionYes. Dealer portals focus on ordering, stock, invoices and credit. Partner portals focus on selling together, including deal registration, leads, enablement, co-marketing and incentives. Some businesses need both.
Yes, when programme rules and source data are clear. Partners can see statements and calculation details, which reduces disputes and manual finance work.
If your sales teams already use Salesforce heavily, it can reduce integration effort. Custom portals suit unusual partner programmes, cost constraints or CRMs without strong partner community features.
Fixed price per phase based on partner features, integrations and incentive logic. CRM community licences, if used, are separate.
Next step
Discuss partner portals with Acmez
Share what you need to change, build, integrate or support. We will map the practical next step.