Works with your tools
Your partner data in, your results out.
PartnerScope® fits around the systems you already run your partner program on. Bring partners in from a spreadsheet or your CRM, and send scores, gaps and action plans wherever your team looks.
Bring your partners in
- Import a spreadsheet of partners as a CSV file, saved from Excel, Google Sheets or most CRMs. You see every row before anything is added.
- Or send them from your CRM through the API, each with your own ID for it. Sending the same partner again updates it instead of adding a second one.
Take results out
- Read scores, ratings, the 1 vs. 5 gaps, STOP flags and recommended next steps through the API, for a CRM, a data warehouse or a dashboard.
- Download every assessment and every action plan as a CSV file from the portfolio view.
- Share reports as a full PDF or a one-page summary, and take a filled-in Governance Board Slide to leadership as a PowerPoint file you can edit.
Partner data in the business case
- If you use an account-mapping tool to see which accounts you share with a partner, those numbers are good starting points for the business case calculator.
- The accounts you both reach make a grounded reachable market (SAM). The introductions you expect each month from shared accounts make a grounded leads-per-month number.
- You enter them by hand today. There's no direct connection to any partner-data tool yet.
What never leaves
- Notes and evidence lines are never in the API or the exports, from either side.
- Nothing from a joint assessment leaves before its results release to both sides.
- Each API key sees only its own company's data, and an owner can revoke a key at any time.
The PartnerScope® API
Read partnerships and released results, and add or update partnerships, with a key a company owner generates on the Team page. It comes with the 10-assessment pack and Unlimited plans.
Building for partner teams?
If your product holds partner data, such as account overlaps, pipeline or partner performance, and you'd like it to flow into PartnerScope® assessments and business cases, we'd like to talk.