In case you missed it, Zift Solutions and SpurReply recently teamed up to share their top five tips for improving the partner experience – also known in our industry as PX. Josh Medeiros, Zift’s Head of Client Solutions, and Raegan Wilson, SpurReply’s VP of Ecosystems Consulting, used recent market data and trends to inform their advice. We’ll be sprinkling these findings throughout this recap blog post, so keep an eye out for the metrics that show exactly why PX matters so much.

Keep reading for the five grab-’em-and-go PX tips that came from our webinar:

1. Clean up your content

As Raegan said, this first tip is an easy one. Think of cleaning up your partner portal content the way that you’d clear your junk drawer. Do you have outdated webinar invites in the portal? Remove them. Conducting an audit to gauge what content is current – and what isn’t, like outdated invites – will reveal what work needs to be done.

(Psst… A helpful tip: Most PRMs will enable you to set start and end dates on your portal content. Utilize this feature to make sure irrelevant content never shows up on partners’ portals.)

2. Update your home page

The home page welcomes partners to their portal and is the first thing they see after logging in. As such, it should contain only the most relevant information! Make sure that everything listed on the home page is something your partners actually care about. For some suppliers, creating different versions of their home page will be the easiest way to tailor information. Raegan suggested doing this to cater to unique partner types. Partner Relationship Management tools like ZiftONE make it simple to show the right content to the right partners.

3. Review your communications

Third tip? Take a look at your automated communications. It can be easy to set content up and then forget when its relevancy has passed. You’ll want to send only the most relevant, clear and concise communications to partners. Little details, like whether or not your footers are up-to-date, are also crucial to review. Attention to detail shows that you care about your program… and the partners involved!

4. Know and hit your program SLAs

Raegan also advised having a clear understanding of your SLAs (service-level agreements) for deal registration, onboarding and MDF programs. Your entire channel team should ensure that they can hit the timelines that are set for the partners and make adjustments where necessary. Just like the first tip suggested, conduct an audit of everything you’re telling your partners you’ll complete. You don’t want to overpromise and underdeliver to channel partners.

5. Create an ongoing management plan

Lastly, Raegan suggested creating an ongoing management plan with someone owning the process. The plan should include regular assessments, monthly or quarterly, to review the program’s performance and make necessary adjustments.

A word to the wise: Be thoughtful about this step! Neglecting management plans can once again turn your portal into a junk drawer, with outdated information left in the hands of partners. Consistent and ongoing portal hygiene will be crucial to your (and your partners’) success.

Thanks to Raegan for her valuable insights! Her five tips can help your program be better organized, more relevant and more effective… which all lead to a successful partner program.

Want to watch the full webinar recording? It includes more of Raegan and Josh’s tips for PX success – and the role Zift and Spur Reply play in helping you get there.

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