Partner discovery tool

  • Updated

Who is this for? You are a company looking to recruit high performing partners to your program

PartnerStack's partner discovery tool empowers you to discover and invite qualified new partners to join your program. Search, filter, and view profiles for thousands of partners actively using PartnerStack to market and sell B2B software, and easily send them emails to share your program's value and ask them to join — all from inside PartnerStack.

This feature is not fully available yet. To be added to the waitlist to get access sooner, contact your Customer Success Manager or email support@partnerstack.com

How does it work?

  1. Search: Browse and filter through active partners by industry, location, audience size and more
  2. Qualify: All the data you need to qualify whether a partner is a good fit for your program is available at a glance; and you can easily find their website to learn more about them as well
  3. Recruit: Contact partners directly via email with our in-app email editor

The PartnerStack Partner Discovery tool elevates the prospective partner pool while streamlining the otherwise painful process of recruiting partners across tools. There is no more efficient recruitment lever on the market to have in your toolkit.

Watch a 2-minute video tour of the partner discovery tool below:

 

Using the partner discovery tool

Once the Partner Discovery tool is available to you, you will be able to:

  • Browse thousands of partners identified by PartnerStack as being top-performers or high-potential partners
  • Filter: Use filters to find the perfect partners, including audience size, main industry, and more
  • Review: View a partner's profile to see all of their information, including how many other programs they are active in on PartnerStack and their preferred commission structure
  • Flag: Flag partner profiles as a good fit to revisit later, or a bad fit to prevent sending future communications
  • Contact: Send an email to any partners you discover from inside of PartnerStack

How to browse & view partners

With the partner discovery tool, you can browse thousands of partners identified by PartnerStack as being top performers or high-potential partners.

On the main page, you can view information such as:

  • Name
  • Website(s)
  • Main industry
  • Monthly views
  • Status

View definitions of these in the partner profile breakdown below.

To browse potential partners, follow these steps:

  1. Log into the PartnerStack portal

  2. Select Discovery & recruitment from the menu on the far left

    Note: Not seeing this as an option? It may not be available in your account yet! Reach out to your CSM or support@partnerstack.com to discuss being added to the waitlist.

  3. Click through into a partner's name to open up their profile

In the partner profile, you can view information such as:

  • Partner name
  • Partner website
  • Additional links: If the partner has added other websites to their profile.
  • Description: A description of their business as entered by the partner within their profile.
  • Industry focuses: Tags selected by the partners within their profile. Options include:
    • Analytics
    • AR/VR
    • Artificial intelligence
    • B2B Marketplace
    • CAD & PLM Software
    • Collaboration & Productivity
    • Commerce
    • Content Management
    • Customer Service
    • Data Privacy
    • Design
    • Development
    • Digital Advertising
    • ERP
    • Governance, Risk, & Compliance
    • Hosting Providers
    • HR Software
    • IoT Management
    • IoT Infrastructure
    • IT Management
    • Marketing
    • Office Software
    • Sales
    • Security
    • Supply Chain & Logistics
    • Vertical Industry Software
  • Audience size: Customer segment as selected by the partners
    • SMB (small-to-medium business) (1- 100 employees)
    • Mid-market (101 - 1000 employees)
    • Enterprise (1000+ employees)
  • Sales channels: The channels each partner uses, like blogs, newsletters, events, paid search, and more
  • Customer geography: As entered by the partner
  • Commission structure preference: How the partner prefers to be rewarded
  • Status: If you’ve flagged this partner as a good fit for your program previously
  • PartnerStack network details: If this partner has been flagged by PartnerStack as a top partner, premium partner, or high-potential partner.Click here to learn what each of these designations mean.
  • Last active: The date of the partners’ last activity including log in or reward generation
  • Status: The partner's status as flagged by you. The options are:
    • New
    • Viewed
    • Good fit
    • Bad fit
  • Last viewed date

The information above is not required to be entered by the partners and therefore may occasionally be blank.

How to add and remove filters

With the partner discovery tool, you can use filters to find the perfect partners, including:

  • Audience size: SMB (small-to-medium business), mid-market, and enterprise (defined above)
  • Main industry: Industry verticals like marketing, sales, HR software, and more
  • Selling method: The channels each partner uses, like blogs, newsletters, events, paid search, and more
  • Location: The countries filtered partners reside in
  • Website: Whether or not the partner has provided a link to their website
  • Status: Filter partners you've viewed, contacted, and marked as a good or bad fit

To do so, follow these steps:

  1. Log into the PartnerStack portal

  2. Select Discovery & recruitment from the menu on the far left

    Note: Not seeing Discovery & recruitment as an option? It’s not available in your account yet! Reach out to your CSM or support@partnerstack.com to discuss being added to the waitlist.

  3. Select “Add filter” and select your desired filters from the drop-down list. Add as many as you’d like!

  4. To remove a filter, click the “X” next to the filter

By default, we apply a filter of “Website is Filled in”, but you can remove that by simply clicking the “x” next to it.

How to flag a partner

Within the partner discovery tool, you can flag partner profiles as a good fit to revisit later, or a bad fit to prevent sending future communications.

To flag a partner, follow these steps:

To do so, follow these steps:

  1. Log into the PartnerStack portal
  2. Select Discovery & recruitment from the menu on the far left
  3. Click into a partner profile to open it up
  4. Select whether or not this partner is a good fit or a bad fit based on your criteria for your program.

This status can be changed as needed.

How to email a partner

Send an email to any partners you discover from inside of PartnerStack to kick off the relationship and invite them to join your program. You can reach out to a maximum of 20 new partners per week. This doesn’t include follow-up emails sent to partners you have already reached out to — only your first email to a new partner counts towards this limit.

To do so, follow these steps:

  1. Log into the PartnerStack portal
  2. Select Discovery & recruitment from the menu on the far left
  3. Click into a partner profile to open it up
  4. Select “Next step: Send email”. in the top right of the partner profile
  5. Use the what-you-see-is-what-you-get-email builder to create your email. Learn more about how to use our WYSIWYG email builder here.

You will be unable to send an email without entering the subject line and some content. To get the best engagement, we recommend you include:

  • A 2-3 sentence introduction that explains how your product helps customers
  • The value of the partnership and why this recipient is a good fit
  • Clear next steps on how to learn more. If you would like to extend an invitation, include a link to your program

The initial email is sent from hello@partnerstackmail.com, but when a partner replies it will direct to your email address.

FAQ

Is there a limit to how many partners vendors can reach out to?

  • You can reach out to a maximum of 20 new partners per week. This doesn’t include follow-up emails sent to partners you have already reached out to — only your first email to a new partner counts towards this lim

Will all partners show on this tool?

  • The partner discovery tool only features partners that have been identified by PartnerStack as a top partner, premium partner, or high-potential partner. Click here to learn what each of these designations mean.
  • Partners also need to have opted into being reached out to from within their profile page.

Is this a premium feature? IE does a vendor have to pay to access it?

  • There is no cost associated at this time. You just need to request access through your CSM

What happens when a partner replies to an outreach email?

  • When an outreach email is sent through PartnerStack, it is sent directly to the partner. When partners reply to an email sent through PartnerStack's discovery tool, it will go directly to the email inbox of the person who sent the outreach to the partner. No portion of the email thread is visible inside of PartnerStack.

 

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