"A single tool to manage and scale our partner network."

Five years after the creation of their partner program, Toucan Toco’s indirect sales were flourishing, and they were ready to invest even more in this sales channel. However, streamlining the partner management process was no easy task. They were using Google Sheets to track partner sign-ups, emails to communicate with them, and other software to track their partners’ deals. Information was spread out. Simple processes were time-consuming. And ultimately, they were lacking the visibility they needed over their indirect sales.

Toucan Toco was ready to optimize their partnership management. They began searching for a solution to simplify their operations and help them grow stronger partnerships. Specifically, they were looking for a tool to:

• Better organize and communicate with their partners on their incoming deals

• Create an environment for their partners to thrive

• Increase visibility over their indirect sales and performance

To reach their full potential, Toucan Toco chose Kiflo PRM to implement the following strategies:

Instead of having indirect sales information spread across different tools, Toucan Toco brought all their partners’ deal information into one place. Now, when a partner approaches a new prospect, they register and manage it from Kiflo. This gives Toucan Toco full visibility over incoming deals and allows them to see exactly where each deal is in the sales cycle. They can also exchange or attach documents to any given deal, keeping data centralized and organized.

Before Kiflo, it was challenging for Toucan Toco to know exactly how much revenue was coming from their partners and what strategies were working. Now they have a clear view of their indirect sales turnover and a forecast for the upcoming months. With KPIs over their partners' performance, they can easily see which partners are bringing them the best results and which partners need more support. This visibility helps them make the right decisions at the right time.

Toucan Toco relies on Kiflo to help ensure a positive experience for their partners from beginning to end. Now when they onboard a new partner, their partner receives a personalized Toucan Toco Partner Portal to start the collaboration off professionally. Their partners can get started quickly with access to their training and sales documents. Best of all, since deals are directly linked with commissions on Kiflo, their partners rest assured that they’ll get their piece of the pie, adding another layer of trust between Toucan Toco and their partners.

Toucan Toco started seeing results soon after implementing Kiflo. Ultimately, they simplified their partnership management and improved the experience for their partners. They also took away the following benefits:

Since leads, deals, and partner activity are all tracked on Kiflo, Toucan Toco left no more room for ambiguity or miscommunication, keeping their partners, management team, and administration team all on the same page

By simplifying partnership management, automating repetitive tasks, and being able to quickly find information, Toucan Toco gains time on a daily basis to focus more on their business.

With clear visibility over their indirect sales and the performance of their partners, Toucan Toco easily identifies where they should invest and what actions need to be taken.