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How to Use Your PRM Software for B2B Partner Onboarding

Revolutionize your B2B onboarding process with your PRM software! Streamline communication, track progress, and boost efficiency.
How to Use Your PRM Software for B2B Partner Onboarding
Published on
April 6, 2023


It's easy to rush through this process in the hopes of generating revenue quickly, but that's a mistake. 

A poorly executed onboarding process can leave partners feeling undervalued and unsupported, damaging the relationship beyond repair. On the other hand, a thorough and well-structured onboarding process can motivate partners to work towards shared goals and invest in the partnership. 

The question is, how do you make sure your B2B onboarding process is one that partners won't turn away from? 

The answer: Leveraging the power of a PRM software to its fullest potential. 

This article offers a comprehensive guide on how to use PRM software for B2B partner onboarding, highlighting key features to look for and best practices to follow.

The Benefits of Using PRM Software for Partner Onboarding

With a PRM software, you can say goodbye to tedious tasks that leave you feeling like you're pushing a boulder up a hill. 

Think of it as a centralized platform that not only manages your partner relationships but also acts as your partner in crime by automating tasks like deal registration, document sharing, and training.

And that's not all!

PRM software offers a multitude of benefits for your partner onboarding process, including:

  • Improved efficiency: By automating many of the steps involved in onboarding new partners, PRM software can help you free up time and resources for other crucial business operations.
  • Enhanced collaboration: With the help of PRM software, you and your partners can communicate and work together on a centralized platform, which makes it simpler to exchange ideas, talk about information, and cooperate to accomplish common objectives.
  • Better data management: PRM software allows you to track partner performance, identify areas for improvement, and make data-driven decisions to optimize your partnership strategy.
  • Increased partner satisfaction: By providing your partners with the tools and resources they need to succeed, you can improve their satisfaction with the partnership and increase their motivation to work with you.
  • Now that we know the benefits, let's take it a step further.

Best ways of using your PRM Software in B2B Partner Onboarding

When it comes to establishing your partner onboarding program, PRM tools provide a variety of features that can be tailored to your specific business needs.

To get the most out of it, you must discover the best ways to use your PRM, and here are just a few examples:

Create a Comprehensive Onboarding Portal

Your PRM software should provide you with the ability to create an onboarding partner portal that includes all the necessary information and resources for your new partners. 

The portal should be easy to navigate and include clear and concise information about your company, products, services, and expectations for your partners. 

You can also provide training materials, tutorials, and other resources that can help your partners get up to speed quickly.

Automate Onboarding Tasks

One of the biggest benefits of PRM software is the ability to automate tasks. 

By creating workflows that automatically send welcome emails, assign tasks, and schedule follow-up meetings, you can save time and ensure that nothing falls through the cracks during the onboarding process.

Assign Tasks to the Right People

During the onboarding process, different tasks will need to be completed by different people within the partnership and even your business. 

Use your PRM software to assign tasks to the right people and track their progress. This will ensure that everyone is on the same page and nothing is missed.

Monitor Progress and Provide Feedback

Your PRM software should provide you with the ability to track progress and monitor the success of your onboarding process. 

Use analytics to see how your new partners are progressing and identify any areas where they may need additional support. 

Provide feedback to your partners to help them improve and ensure that they are meeting your expectations.

Continuously Improve Your Onboarding Process

Lastly, keep improving your onboarding procedure using the data and feedback you receive. For example, changing your partner communication strategy, the style of your training materials, or even the parts of the onboarding process.

Identify areas where you can streamline tasks, improve communication, and provide better support. By continuously improving your onboarding process, you can ensure that your new partners have a positive experience and are set up for success. 

How Kiflo PRM can Help you with B2B Partner Onboarding

So how can Kiflo help? Kiflo PRM is an innovative tool that can revolutionize the way businesses onboard their partners in several exciting ways:

Providing A Centralized Platform

Kiflo PRM provides a centralized platform where businesses can manage all their partner relationships in one place. 

This includes tracking partner performance, managing incentives, and communicating with partners in real-time.

Customizing The Onboarding Process 

Kiflo PRM allows businesses to customize the onboarding process for each partner based on their specific needs and requirements. 

This ensures that partners receive the training and resources they need to succeed and helps businesses build stronger relationships with their partners.

Improving Partner Engagement 

Kiflo PRM provides tools that help businesses increase engagement with their partners, with features such as personalized communication, gamification, and rewards programs

This helps businesses build stronger relationships with their partners and drive better results.

Providing Analytics And Insights

Kiflo PRM provides analytics and insights that help businesses measure the effectiveness of their partner onboarding process and identify areas for improvement. 

In the long run, this helps companies improve the effectiveness of their partner programs and drive better results over time.

Overall, Kiflo PRM is a game-changer for businesses looking to streamline their B2B partner onboarding process and build stronger relationships with their partners.

What do our Customers Have to Say?

But! Don't just take our word for it, how about we show you what people love about our services. From increased visibility to improved customer engagement, our customers have seen tangible benefits of using Kiflo with their partners.

So, without further ado, we invite you to hear, well, read, directly from our customers and learn how Kiflo PRM has helped them achieve their goals.


"The ease of use and completeness of the solution was beneficial for everyone."
With Resham Ganglani, Halodata Group CEO - www.halodata.biz

Halodata, a distributor of Information Security products and solutions in Singapore, Indonesia, and Malaysia, relies heavily on resellers to distribute their products. However, managing partnerships with over 80 resellers selling 10 distinct products across 3 different countries was a challenging task. 

To optimize their partnership management, Halodata chose Kiflo and implemented strategies such as defined deal registration, a clear business plan and objectives, and organized asset management. 

These strategies allowed Halodata to have a 360° view over all registered deals, clear visibility into the results of their resellers, and it streamlined the way training documents and sales resources are shared.

Read more on how Kiflo Amplified Halodata's Program


“Kiflo has helped us win over 50 successful partners in over 25 countries.”
With Teemu Lyytinen, Director of Channel Partnerships - www.efecte.com

Efecte is a European cloud service that helps service organizations automate their work and improve end-user experience while saving costs. 

Teemu Lyytinen, the Director of Partnerships, faced challenges managing partnerships manually and using Excel spreadsheets. He needed a tool to automate operations and chose Kiflo after testing several software services. 

Teemu's strategy for moving the partner program to Kiflo's platform included seamless integration with their CRM, centralizing and organizing manual tasks, managing the recruitment funnel, and providing an intuitive tool for partners to register deals.

Read more on how Efecte automated & scaled their successful partner program with Kiflo

Container xChange

“Kiflo combines constant support with an easy-to-use interface.”
With Jedida Ravindran, Partnership's Manager - www.container-xchange.com

Container xChange revolutionizes container logistics by connecting all relevant companies to manage and book shipping containers and streamline related processes. 

Their partner program was launched to expand beyond 20 partners, offering streamlined container sourcing, marketing pipeline growth, and training badges. However, the company faced challenges with manual tasks and data tracking. 

To tackle these issues, they focused on improving partner experiences and tracking data flow through a system that addressed repetitive tasks, referral tracking, co-selling and co-marketing campaigns, partner engagement and health, and asset sharing and adoption. 

Container xChange required a PRM platform that was easy to set up, test, and innovate with, while providing a user-friendly interface. Kiflo provided an intuitive interface that enhanced partner operations and engagement through tailored content portals.

The Customer Success Team at Kiflo also supported Container xChange in defining and scaling their partner program.

Read more on how container Xchange streamlined & scaled operations with Kiflo

In Conclusion

Implementing a PRM software for B2B partner onboarding is a game changer for any business looking to streamline their processes and maximize their sales potential. 

With Kiflo PRM, you can take your partner onboarding to the next level with an intuitive platform that simplifies the entire process from start to finish.

Give it a try and see the results for yourself. Your partners (and your bottom line) will thank you for it.

So, what are you waiting for? 

Let us help with your partner onboarding today!

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