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2. Agenda for Partner Enablement
2
Provide products and services details to the partners
01
Provide necessary training and equipment to partners engaged in production,
distribution, service or delivery of the product to the end customer
02
Add text here
03
Add text here
04
3. Table of Content
3
Current State Analysis
o Issues Faced by Our Company
o Causes of Channel Conflict in Indirect Sales
o Top Sales Effectiveness Initiatives
01
Challenges and Solutions
o Need of Partner Enablement
o Partner Enablement Challenges & Their
Solutions
02
Partner Process and Improvement
o Build a Successful Partner Program
o Partner Process
o Areas of Implementation
o Factors and Areas of Improvement
o Keys for a Successful Market Strategy
03
Enablement Tools and Framework
o Key Enablement Tools Needed by the
Partner
o Implementing Tools Within the Company
o Partner Program Framework
04
Impact
o Impact of Introducing Partner Enablement
o Impact of Partner Enablement Tools
08
Cost Investment
o Training Cost Per Partner
07
Partner Enablement Strategies
o Partner Recruitment and Onboarding
o Goal and Target Alignment for Partners
o Product or Service Education
o Training Tools and Platforms
‒ Sales Training and Tools Enablement
‒ Sales Training Platforms Used by
Company
o Product and Resource Updates
o Partner Feedback
06
Must-Haves For Partner Program
o Partner personas
o Team resources
o Critical content
o Lead Generation Processes
05
Company Dashboards
o Partner Performance Dashboard
o Partner Scoreboard Summary Report
o Partner Relationship Management Tool
09
4. Table of Content
4
01
Current State Analysis
o Issues Faced by Our Company
o Causes of Channel Conflict in Indirect Sales
o Top Sales Effectiveness Initiatives
5. Current Issues Faced by Our Company
5
This slide provides the details of the current concerns faced by our company such as decreasing sales, lower productivity, and customer retention rate.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Annual Sales Decline
77% 78%
67%
64%
65%
55%
51%
50%
60%
70%
80%
90%
2013 2014 2015 2016 2017 2018 2019
Annual Productivity Percent Change
-6.00
-4.00
-2.00
0.00
2.00
4.00
6.00
2013 2014 2015 2016 2017 2018 2019
Output per hour of all persons Multifactor productivity Output per unit
Add text here
The sales has been decreased to 51% in
7 years
There is minimal productivity output by
person in year 2019.
Key Insights:
6. Current Issues Faced by Our Company contd..
6
This slide provides the details of the current concerns faced by our company such as decreasing sales, lower productivity, and customer retention rate.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Monthly Customer Retention Rate
43%
40%
44%
36%
32%
29%
35%
27%
28%
23%
29%
23%
0 20 40 60 80 100 120
Product 1
Product 2
Product 3
Product 4
Month +1 Month +2 Month +3
Key Insights:
The retention rate for beginning of the
month is more than 35% for every product.
There is decrease in customer retention
after 3 months.
Add text here
7. Causes of Channel Conflict in Indirect Sales
7
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This slide provides the reasons for conflict in indirect sales such as pricing control, serving too less customers, mis-alignment marketing, resistance to change, etc.
40%
65%
25%
20%
Pricing Control
It is a concern when multiple
partners are serving the same
market as they might sell at a loss
to increase their sales ratio.
Partners serves too
few customers.
Due to poor geographic or
demographic targets with the
vendor leads to competition
between the partners
Strategic or marketing
mis-alignment
Different partners have different
opinion about the product or
services which can confuse buyers
and damage the brand perception
Resistant to Change
Add Text Here
8. Top Sales Effectiveness Initiatives
8
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
This slide provides the details of the sales effectiveness initiatives which must be considered by the company wherein the topmost is revising channel strategy.
42.9%
35.7%
28.6%
28.6%
28.6%
28.6%
14.3%
14.3%
14.3%
7.1%
0% 10% 20% 30% 40% 50% 60%
Rivising Our Channel Strategy
New/ additional CRM tools
Rivising our sales team structure
Enhancing sales team communications
Rivising our sales process
Add text here
More closely aligning sales and marketing
Analyzing our customer's buying process
Add text here
Add text here
10. Need of Partner Enablement
10
This slide provides the reasons for introducing partner enablement in the company such as decreasing sales, lack of knowledge and training for selling products and services,
etc.
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51% decrease in company sales due to inconsistent services offered by
the partners.
68% of partners have very little knowledge of selling the products and
services
Customer retention rate has been decreased to 25% which further
leads to decrease in sales
Add Text Here
11. 11
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Partner Enablement Challenges & Their Solutions
This slide covers the challenges faced by partner enablement such as message inconsistency, inefficient sales, growing networks, etc. along with their solutions.
Challenges Solutions
Message inconsistency
Multiple channel partners leads to increased
risk of message and damage company’s
brand.
o Creates consistency and credibility of the supplier organization
o Provide proper training to the partners
Inefficient sales
Manual co-branding sales lower the sales
volume
o Update and customize all materials in every channel in an
efficient manner
Difficult to manage
growing networks
Managing partners across the globe is
expensive and difficult task
o Provide security to the growing network by tracking training
completion and competency.
Add Text Here Add Text Here
o Add Text Here
o Add Text Here
Add Text Here Add Text Here
o Add Text Here
o Add Text Here
12. Table of Content
12
03
Partner Process and Improvement
o Build a Successful Partner Program
o Partner Process
o Areas of Implementation
o Factors and Areas of Improvement
o Keys for a Successful Market Strategy
13. 13
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Journey to Build a Successful Partner Program
This slide provides the journey of required to build a successful partner program covering 6 steps such as validate, define, recruit, enable grow, and analyze.
Understand the
need of partner
program in the
company
Validate
o Set the number
of partners
needed
o Layout the
recruitment
strategies
Recruit
o Grow the
existing
partnerships with
co-marketing
and other
development
programs
Grow
o Enable the
partners to sell
the products
Enable
o Examine ROI
regularly
o Evaluate indirect
and direct
costs/benefits
Analyze
o Type of partners
o Selling
techniques
Define
14. 14
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Steps Required in Partner Enablement Process
This slide provides the partner enablement process which are required in the company covers the following steps such as define, identify, market, screen, sell, plan and agree.
o Add text here
o Add text here
Plan & Agree
o Add text here
o Add text here
Sell
o Apply partner
selection
criteria for
value of
partners
Screen
o Create interest
among the
potential
partners
Market
Identify
o Identify
potential
partner profiles
by using
partner
selection
criteria
Define
o Identify areas
for partnering
o Define partner
capabilities
15. 15
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Go To Market Areas of Implementation
This infographic covers the areas of implementation required for go-to-market strategy which covers supplier, vendors and customers as the main focused areas.
Implementation Areas
Customer
03
Supplier
01
The Vendor
02
Logistics
Documentation
Add Text Here
Add Text Here
Facilities &
equipment
Procurement Production
Sales /
Distribution
16. 16
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Channel Readiness Factors and Areas of Improvement
This slide provides the factors and areas of improvement for partner channel such as sufficient revenues & scale, stable proven product, complex sales cycle, etc.
Channel Readiness Factors
✓ Sufficient Revenue & Scale Predict incoming accountable rate of return and repeating customers
✓ Stable, Proven Product
Core product is proven in the market with large reference customers
Add text here
Areas of Improvement
! Product Marketing & Messaging Refinement
Product packaging is unclear
Add text here
Clear messaging for easy understanding and selling
! Complex Sales Cycle Sales reps aren’t properly enabled
! Complex Integration Integration is difficult for customers
! Limited Resources Dedicated To Partners Limited to no resources dedicated to channel success
FACTOR DESCRIPTION
17. 17
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Keys for a Successful Market Strategy
This slide provides the keys for inside go-to-market strategy which focuses on presales enablement which covers product training, customer profile, buyer personas, USP, lead
generation and post sales enablement strategies covers technical support, training on product usage and customer support.
Installation and Technical
Support
Training on Product
Usage
Customer Support
Post-Sales
Enablement
Ensure all systems or products are running smoothly to help the
partners to achieve the success
Add text here
Add text here
Product Training
Ideal Customer Profile
Buyer Personas
Unique Selling
Proposition
Lead Generation
Pre-Sales
Enablement
Enable Partners to sell in new market and provide them with:
Partners must target the right customer to create a lasting
relationship
Understand the individuals needs and barriers so that partners
can sell them more efficiently
Add text here
Add text here
Right product resources
Technical information
Necessary tools
18. Table of Content
18
04
Enablement Tools and Framework
o Key Enablement Tools Needed by the Partner
o Implementing Tools Within the Company
o Partner Program Framework
19. 19
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Key Enablement Tools Needed by the Partner 1/2
This slide covers the enablement tools which focuses on planning, training, marketing, selling, investing, and incentives.
Result Committed Partners Add text here
High Return
on Marketing
Close More
Sales Deals
More Return on
Marketing Developments
Great Return on Channel
Incentives
Outcome Profitability Plans Competent Team Marketing ROI Add text here Add text here Incentive ROI
What your
partners
really want ?
Path to Profitability
Tools
Training Tools for
Success
Support Demand
Gen.
Tools to Help Progress
Deals
Access to Market
Development Funds
Access to Incentives
What ? Plan Train Market Sell Invest Incentives
How ?
Partner Growth
Modelling Tools
Partner Real-Time
Training Tools
Add text here
Partner Proposal Builder
Tools
Partner MDF Planning
Tools
Partner Incentive
Planning Tools
20. 20
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Key Enablement Tools Needed by the Partner 2/2
This slide covers the enablement tools which focuses on onboarding, demand generation, quote to cash, post sales support, partner compensation, and performance
management.
Partner On-boarding and Enablement
Add Text Here
Demand Generation
Via web, email, phone, auto assignements, etc.
Opportunity Management
Add Text Here
Quote-to-Cash
Add Text Here
Partner Compensation
Add Text Here
Performance Management
Measure partner performance by using reports
and dashboards
Post-Sales Support
Add Text Here
21. 21
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Implementing Tools Within the Company
This slide covers the enablement tools which are implemented within the company for onboarding, demand generation, program management, quotation, etc.
Partner On-boarding
and Account
Management
Demand Generation Program Management Quotation After Sales Service Partner Performance Incentive Management
Partner registration Manage partner funds 360
o
partner view Add text here Capture & monitor
interactions between
customers & service
teams
Analytics Partner commission
management
Partner
communication
management
Track co-marketing
ROI
Campaign programs Managing
opportunities
and forecasts
Feedback & FAQ’s Add text here Revenue sharing
Partner self-service Lead creation Partner selling Build contracts Add text here Channel planning and
performance assessment
Add text here
Partner collaborative Add text here Partner profiling
22. 22
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Partner Program Framework 1/2
This slide covers the channel partner framework which focuses on partner types, brands, programs, and market segments.
Partner Types Brands Programs Market Segments
Add text here
Add text here
Incentives
(Requirements/
Benefits
Competencies
Relationship
Management and
Go-to Market
Support
Hardware Software Services
Offers / Solutions
Brand
Influence
Brand
Influence
Tier 1
Tier 2
Tier N
Enterprise
(> 1000
employees)
Mid-Market
(100-1000
employees)
Small Business
(< 100
employees)
Distributor
System
Integrator
Add text here
Add text here
Reseller
23. Partner Program Framework 2/2
23
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the channel partner framework which focuses on plan, enable, create demand, sell, service, and retain.
o Pre and post sales
support
o Partner-specific
technical resources
and assistance
Service
o Provides tools,
systems and training
certifications to the
partners
Enable
o Create new markets
and acquire new
customers
Create Demand
o Discuss engagement
policies and prices
o Create opportunity
management
Sell o Partner development,
rewards and
incentives
o Partner
communication
o Ongoing feedback
and refinement
Retain
o Provides the value
proposition to the
partners
o Plan and engage in
standardized way.
Plan
24. Table of Content
24
05
Must-Haves for Partner Program
o Partner personas
o Team resources
o Critical content
o Lead Generation Processes
25. Partner Personas Needed for the Program
25
I feel like there’s a
smarter way for me
to transition into a
healthier lifestyle
Friendly Clever Go-Getter
Add text here…
BIO
CLARK ANDREWS
Age - 32 yrs
Work –Software Developer
Family -Single
Location - San Jose, CA
Character - The Computer Nerd
Goals
o To measure multiple aspects of
life more scientifically
o To set goals and see and make
positive impacts on his life
o Add text here
Frustrations
o Saturated tracking market
o Manual tracking is too time
consuming
o Add text here
Motivations
Power
Social
Fear
Personality
Introvert Extrovert
Analytical Creative
Loyal Fickle
Passive Active
This slide covers the partner personas wherein focus is on partners personal details such as age, bio, goals, personality, etc.
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26. Partner Channel Management Team Resources
26
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the team resources required within the company. Here, different teams are evaluated along with their current members and additional members required.
Team Names
Number of Members
(Currently)
Additional Number of
Members Required
Human Resources 10 4
Technical Resources 2 1
Marketing Resources 4 2
Add Text Here 6 2
Add Text Here 1 -
27. 27
Critical Content to be Studied for Partner Enablement
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Accurate pricing sheets
o Trust the partners
o Provide them the accurate product cost
Onboarding expectations
o Documentation is must for onboarding process
o Add text here
Technical information
o Provide every detail of the product
o Add text here
Who’s who
o Provide details of all the team members in a directory
o Add text here
This slide covers the critical content which is important for the partner enablement process such as accurate pricing sheets, onboarding expectations, technical information,
and who’s who.
28. Focus on Lead Generation Process
28
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the important process which must be focused during this program which is lead generation process.
Continue
Qualified
Leads
Lead Nurturing
Advanced Lead
Scoring
Advanced Lead
Scoring
Advanced Lead
Scoring
Advanced Lead
Scoring
Invite Email Progressive
Registration
White Paper
#1
Invite Email Progressive
Registration
White Paper
#2
Invite Email
Progressive
Registration
Research
Report
Invite Email
Progressive
Registration
Webinar #1
29. Table of Content
29
06
Partner Enablement Strategies
o Partner Recruitment and Onboarding
o Goal and Target Alignment for Partners
o Product or Service Education
o Training Tools and Platforms
‒ Sales Training and Tools Enablement
‒ Sales Training Platforms Used by Company
o Product and Resource Updates
o Partner Feedback
30. Partner Enablement Strategies
30
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the challenges faced by partner enablement such as message inconsistency, inefficient sales, growing networks, etc. along with their solutions.
Partner
Onboarding
Goal / Target
Alignment
Product / Service
Education
Sales & Marketing
Training
Partner
Feedback
Product & Resources
Update
31. How to Recruit and Onboard Channel Partners 1/2
31
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This timeline covers the phases of recruiting and onboarding process for 12 months which focuses on start plan, engagement plan, acceleration plan, and business plan.
6-month
Acceleration Plan
o Be specific about the money
offered and goals to be
achieved
o Add text here
Phase 02
12-month
Business Plan
o Be specific about the money
offered and goals to be
achieved
o Add text here
Phase 03
30 Day Fast
Start Plan
o Plan documentation for the
team and partners
o Break the plan and try to
accomplish the tasks within
the set time
90 Day
Engagement Plan
o Communicate the goals
and agree on their
expectations
o Add text here
Phase 01
32. How to Recruit and Onboard Channel Partners 2/2
32
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the research, recruitment and onboarding phases of channel partners in the company.
Bringing Partners to
the Table
o Inbound marketing
o Sell the platform, not a
product
o Add text here
o Add text here
Recruiting
Getting
to Revenue
o Teach them to fish
o Lean on one-to-many
communication channels
o Add text here
o Add text here
On-boarding
Identifying
Partners
o Start with the customer
o Identify roles
o Add text here
o Add text here
Research
33. Goal and Target Alignment for Partners
33
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide layout the targets and expectations for the partners which will help them to reach the goal within the specified time frame.
Goal
Enhance Staff Expertise
Increase Brand Expertise
Improve Customer Service
o Schedule regular training seminars
o Have all staff certified
o Create customer referral bonus program
o Begin monthly newsletter
o Hire two new employees
o Install new job-tracking software
Objectives
34. Product or Service Education to the Partners 1/2
34
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide focuses on the steps required to educate the partners about product and services offered by the business such as planning, awareness, application, commitment,
advocacy, innovation, etc.
Education
Planning
Product launch
Awareness
Exposure to the
product
Application
Increased usage of
the product
Commitment
Product launch
Advocacy
Add text here
Innovation
Provide input to brand
management
Provide introductory
material such as
product overview
videos, blogs,
whitepapers, etc.
On-boarding
material such as
“getting started”
bundles, badging to
show progress
Introduce additional
features/functions,
certifications, chat
or forums
Provide best
practices of product
optimization
Add text here Conduit from
customer to R&D
or product
management
regarding product
enhancements
TIME
ENGAGEMENT
35. Provide step by step guidelines of the product
Educate the partners about new services offered and highlight the features of the product
Use Blog Posts and Email Marketing Campaigns
Create engaging video content to showcase the detail about product and services
Create Multiple Communication Touch Points
Add text here
Add text here
Add text here
Product or Service Education to the Partners 2/2
35
This slide focuses on the steps required to educate the partners about product and services offered by the business.
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36. Sales Training and Tools Enablement
36
This slide covers the training schedule for different teams such as accounts, sales, technical along with their time schedule.
Channel Account Manager
Training & Enablement
1 Day
Basics of
Partner
Accounting
2 Days
Partner Goal
Setting
1 Day
Partner Sales
Enablement
5 Days
Partner
Business
Planning
3 Days
Partner
Performance
Management
2 Days
Partner Sales
Process
Excellence
Partner Sales Team
Training & Enablement
2 Days
Vendor
Product
Basics
3 Days
Market
Opportunity
Summary
5 Days
Vertical Focus
Area
2 Days
Handling
Objections
Add
Text here
Add Text Here
Partner Technical Team
Training & Enablement
Product
Technical
Specifications
1 Day 3 Days
Product
Implementation
Process
5 Days
Configuration
Options
Add
text here
Add Text Here
Training Topics
on Practices for
Working
Effectively
2 Days
Instant Partner
Program
Performance
Dashboard
10 Mins.
Marketing
Capabilities
Scorecard &
Action
Planning
Add Text
Here
Add Text Here
15 Mins.
Partner
Business Plan
10 Mins.
Partner
Marketing
Plan
Add Text
Here
Add Text Here
Instant Partner
Program
Performance
Dashboard
3 Days Add text
here
Add Text Here
15 Mins.
Partner
Business Plan
10 Mins.
Partner
Marketing Plan
10 Mins.
Partner QBR
PPT
New Approach to
Applied Training
with Online
Workflow
Implementation
Tools
37. Sales Training Platforms Used by Company
37
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
This slide covers the training platforms which are used by our company such as on-site classroom, e-learning, virtual instructor, mobile learning, etc.
52.3%
47.3%
40.4%
13.1%
10.4%
10.2%
0% 10% 20% 30% 40% 50% 60% 70% 80%
E-learning
Shadowing experienced sales people
Virtual - Instructor-led training, synchronous web-based training
Mobile learning
Add text here
Add text here
38. 38
Train Partners for Product and Resource Updates
This slide covers the tips to train partners for updates of resources and products on regular basis since it is important to constantly provide ongoing updates to the sellers.
Give partners advance notice about new updates
o check-in call
o Email
o pop-up banner on website
webinar-based training sessions
o Provide personal training sessions
o Answering partners queries
Create support resources and content
o Quick one-page description of a new feature
o Demo video
o Provide training guides
Leverage pop-ups and in-product prompts
o Add text here
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39. Partner Training Feedback Survey 1/3
39
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide covers the training feedback survey of the partners to discover how the business can be improved, and training program can be
enhanced for better results.
Strongly
Agree
Agree Neutral Disagree
Strongly
Disagree
1. The objective of training were clearly defined o o o o o
2. Participation and interaction were encouraged o o o o o
3. The topics covered were relevant o o o o o
4. The content was organized and easy to follow o o o o o
5. Materials distributed were helpful o o o o o
6. This training experience will be helpful o o o o o
7. The trainer was knowledgeable about the training topics o o o o o
8. The trainer was well prepared o o o o o
9. Add text here o o o o o
10. Add text here o o o o o
Partner Training
40. Partner Training Feedback Survey 2/3
40
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This slide covers the training feedback survey of the partners to discover how the business can be improved, and training program can be enhanced for better results.
The training I have received so far… Strongly Disagree Disagree
Neither Agree
or Disagree
Agree Strongly Agree
1. Prepared me to complete my specific job responsibilities 1 2 3 4 5
2. Assisted me to develop skills in interacting with individuals with disabilities 1 2 3 4 5
3. Helped me improve the quality of life of the people I support 1 2 3 4 5
4. Provided information I need to perform my job 1 2 3 4 5
5. Been worthwhile 1 2 3 4 5
6. Sparked my interest 1 2 3 4 5
7. Was offered at a time that made it easy for me to attend 1 2 3 4 5
8 Offered an opportunity for me to share my experiences 1 2 3 4 5
9. Add text here 1 2 3 4 5
10. Allowed me to test out of training on skills I already had 1 2 3 4 5
11. Was delivered at a comfortable pace so I could understand the content 1 2 3 4 5
12. Add text here 1 2 3 4 5
13. Gave me chance to have my questions answered 1 2 3 4 5
My Recommendations
Add text here 1 2 3 4 5
The company should change the current training program 1 2 3 4 5
41. Partner Training Feedback Survey 3/3
41
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This slide covers the face to face training feedback survey of the partners to discover how the business can be improved, and training program can be enhanced for better
results.
Questions… Responses Number
1. All together how effective did you find the face-to-face training program?
Very 8
To some extent 2
A little 2
Not at all 0
2. Overall, how friendly (trainer-trainee) did you find the face-to-face program?
Very 9
To some extent 3
A little 0
Not at all 0
3. Add text here
Very 10
To some extent 2
A little 0
Not at all 0
4. How much do you think the face-to-face training program achieved its purpose?
Very 8
To some extent 2
A little 2
Not at all 0
5. How much material descriptors (e.g. scripts, notes, etc. was covered in the program?
Too much 0
Just right 9
A little 3
6. Add text here
Very 7
To some extent 3
A little 2
Not at all 0
43. Training Cost Per Partner
43
This slide covers cost per training required for the partner such as instructor costs, training material costs, facility costs, training equipment, etc.
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Particulars Amount
Instructor Cost $ 1500
Training Material Costs $ 250
Facility Costs (Rents) $ 500
Training Equipment's $ 200
Add Text Here $ 150
Add Text Here $ 300
Add Text Here $ XXXX
45. Impact of Introducing Partner Enablement
45
This slide covers the impact of introducing partner enablement in the company such as shorter sales cycles, increased revenues, better lead conversion, etc.
Shorter
Sales Cycle
28%
More
Sales Rep
Achieving Quota
13%
Higher
Lead Conversion
Rates
12%
Increased
Revenues
42%
Higher
Acceptance of
Market Leads
8%
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
46. Impact of Partner Enablement Tools
46
This slide covers the impact of partner enablement tools on sellers such as sales training services, sales tools, sales process improvements, coaching, etc.
65.1%
57.8%
54.1%
46.1%
45.8%
45.6%
40.6%
29.8%
25.4%
12.3%
10.3%
Sales Training Services
Sales Tools
Sales Process Improvements
Content Services
Coaching
Add text here
On-boarding New Hires
Pipeline / Forecast Analysis
Add text here
Add text here
Add text here
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47. Table of Content
47
09
Company Dashboards
o Partner Performance Dashboard
o Partner Scoreboard Summary Report
o Partner Relationship Management Tool
48. 48
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Partner Performance Dashboard
This slide covers the partner performance dashboard for quarterly actual and target sales and pipelines deals.
80%
0%
20%
40% 60%
100%
Actual Sales
YTD by Quarter Vs Target
100%
80%
0%
20%
40% 60%
100%
Actual # of Pipeline Deals by Close Date by
Quarter Vs Target
24%
80%
0%
20%
40% 60%
100%
Actual $ Pipeline by Close Date by Quarter
Vs Target
100%
Quarters Plan Actual
Jan – Aug $928,376 $10,136,921
Sept – Nov $702,400 $770,962
Dec – Feb $1,021,113 $1,130,898
Mar – May $794,281 $849,895
TY $3,446,470 $3,788,976
Quarters Plan Actual
Jun – Aug 186 41
Sept – Nov 141 40
Dec – Feb 204 48
Mar – May 159 39
TY 690 168
Quarters Plan Actual
Jun – Aug $3,714,004 $4,776,900
Sept – Nov $2,810,100 $5,754,900
Dec – Feb $4,084,952 $3,978,800
Mar – May $3,177,624 $60,930,900
TY $13,786,380 $20,596,800
49. Partner Scoreboard Summary Report
49
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This slide covers the partner scoreboard report which Is evaluated based on their performance and overall scores.
Overall Score
Category
Scores
Partner Performance
Scorecard
Partner Program
Readiness Add text here
On-Board or
Refresh Partners
Partner Marketing
Readiness Add text here Partner Sales Readiness
Partner Marketing
Execution Partner Sales Execution
Actual Sales YTD by
Quarter Vs Target Add text here Brands Sold
Partner Sign-Up and
Contracting
Social Marketing
Capabilities Sales Success Rates
Partner Sales
Competencies Add text here
Partner Sales Targeting
Meeting
Actual #of pipeline deals
by close date by Quarter
Vs Target
Partner Vertical
Alignment Geographic Coverage
Partner Planning And
Goal Setting
Email Marketing List
Capabilities Add text here
Sales Process
Excellence
Partner Sales Target
Presentation
Add text here Sales Play Alignment
Primary Business
Solutions Offered
Event Management
Capabilities Add text here
35
35
N/S
N/S
N/S
27
30
24
43
47
39
10
10
10
10
58
52
78
50
57
60
70
48
79
65
78
80
89
85
77
110
50
Strong Performance Needs Improvement Priority Concern Non-Scoring
50. Partner Relationship Management Tool
50
This slide covers the partner relationship management tool which focuses on leads, deals to approve, funds claimed, partner performance, etc.
Leads to Assign
Num. Leads 33
Estd. Revenue
$ 5.31M
Age – 0-3 months
Deals to Approve
2
Pending Approval
Amount
$ 552.53K
Top Opportunities
Current Quarter
$ 430.00K
Count 3
Amount
Stalled Opportunities
Current Quarter
$ 2.03M
Count 10
Amount
Actual Vs. Quota
Quota – $ 1.38M
Won – $ 562.50K
Gap – $ 812.50K
Partner Performance
$0 $400 $800 $1200 $1600 $2000 $2400
Active Systems
Alcon Communications
AWIT Systems, Inc.
Open Pipeline Won Amount
Business Plan Objective
0% 10% 20% 30% 40% 50% 60% 70%
Transtech - Revenue
Units Sold - Transtech
% Attained
Busines
Plan
Objective
MDF and Claims
Funds to Approve
Count 54
Amount $ 137.30K
Claims to Approve
Count 33
Amount $ 17.10K
Pending Enrollments
Pending Enrollments
7
Partner Programs
3
Active Programs
Partner for Approval
10
Awaiting Activation
Partner Assessment
90
Active Systems
Top Performer
Score
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53. Clustered Bar
53
0 10 20 30 40 50 60 70 80 90 100
2018
2019
2020
2021
Unit Count
In
Years
Product 01
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Product 02
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Product 03
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54. Clustered Column
54
80
50
60
30
45
78
59
40
$0
$20
$40
$60
$80
$100
2018 2019 2020 2021
Sales
(in
USD
millions)
In Years
Product 01
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Product 02
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Designation
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Designation
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Designation
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Our Team
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56. 56
Our Mission
Vision
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Mission
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Goal
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About Us
Value Clients
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Target Audiences
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Preferred by Many
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58. Venn
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59. Timeline
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2016
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60. Puzzle
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01
02
03
04
61. Post it Notes
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62. 30 60 90 Days Plan
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30 Days Plan
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