Keep track of meetings done with partners or leads in Kiflo to better track partner activities.

Here are some examples:

• A channel manager logs a quarterly review meeting on a partner
• A partner logs meetings done with a potential client on a deal

 You can log manually log meetings on: Partners, Leads, and Deals.

Coming soon: Native integration with Google Calendar to automatically pull meetings!

Tracking partner activities is one of the main goals of Kiflo. We've added new metrics columns on partners and they are automatically computed by Kiflo.

Here is what you can do with metrics:

• Find top-performing partners to help hone in on your Ideal Partner Personas (IPPs). 
• Find low-performing partners so you can develop a strategy for partner activation and engagement. 
• Find which partners submitted the most leads, the most leads that converted, which partners still need payouts, etc. 
• Share key data points with your team and execs to ensure alignment and buy-in. 

Simply navigate to your Partner page and click Edit Columns to add metrics to your view.

Configure whether leads & deals registered by partners must be validated on Kiflo and define who is in charge of the validation:

• Anyone: anyone in your team can accept/refuse leads & deals
• No validation: leads or deals will be automatically accepted
• Owner only: only the channel manager assigned to the partner will be in charge of validating leads & deals registered by this partner

Learn more

Need to send follow-up emails to newly invited partners or create tasks automatically? Build your own automation using Workflows and automate repetitive tasks to save time!

Learn more

Get an overview of all rewards you own to all partners from the new Rewards page.

Access it via:

• Payouts
• Rewards