Introducing Coachbar's ChannelBoost! a powerful program designed to accelerate software business growth. In a competitive digital marketplace, finding and retaining customers can be challenging. This innovative program combines data-driven strategies, targeted marketing campaigns, and expert guidance to connect businesses with their ideal customers. With ChannelBoost, it's possible to unlock new markets, expand the customer base, and boost revenue, all while focusing on building exceptional software.
Signing Up for Coachbar
New users can explore Coachbar’s features by signing up for a 30 days free plan, with no charges or credit card information required during the trial period.
How to Sign Up for a Free Plan
Sign up for Coachbar using Google, Microsoft, or a business email.
Fill in the required details.
Check the mailbox for an OTP.
Note: The email used during registration will serve as the portal owner and will be used for billing purposes.
Dashboard
The objective of the dashboard is to centralize key metrics, data visualizations, and tools for streamlined access and analysis. It facilitates efficient decision-making by presenting real-time data through customizable widgets, KPIs, charts, and notifications. Designed for responsiveness and seamless integration with other systems, the dashboard provides a comprehensive overview of operations, performance, and trends.
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AppStack Directory
The AppStack Directory is a comprehensive, searchable platform designed to help small and medium-sized businesses (SMBs) discover, compare, and manage software stacks tailored to their specific needs. It streamlines the process of identifying the most suitable solutions based on industry requirements, system compatibility, and software expertise. Featuring customizable pages, filters, and sorting options, the directory offers detailed information, including partner details, system grids, and client business models, ensuring informed decision-making. With tools for branding, customization, and efficient management of app stacks, the directory empowers businesses to find the right solutions and implementation partners to drive growth and operational success.
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Tech Partners
The Tech Partners Directory is a comprehensive platform designed to streamline the management and customization of technology partnerships. It offers tools for configuring URLs, customizing branding, managing partner listings, and creating tailored offers for integrations and services. Businesses can showcase partner profiles, set up detailed pricing and offers, and manage inquiries through customizable pages and forms. The directory also supports branding customization, allowing alignment with company identity through themes, typography, and logos. Its objective is to simplify the process of establishing and managing partnerships, enabling businesses to create valuable collaborations that drive growth and enhance operational efficiency.
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Directory
The ChannelBoost Directory is a centralized platform designed to connect customers with partners specializing in the software solutions they need. It provides a comprehensive catalog of published partner profiles, allowing users to explore, compare, and identify the most suitable partners for their requirements. The directory offers extensive customization options, including branding adjustments, custom HTML/CSS, and personalized forms such as matchmaking and partner application forms. These features empower businesses to tailor the directory to their brand identity while facilitating seamless partner acquisition and customer referrals. The main objective is to enhance partner visibility, streamline customer matchmaking, and drive growth through effective partnerships.
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Payouts & Rewards
The Payouts & Rewards system in Coachbar is designed to streamline the management of partner incentives by automating reward calculations and payout processes. It allows businesses to set up customizable reward structures using pre-built templates or create setups from scratch, supporting various models such as outcome-based, revenue-based, quota-based, product-targeted, tiered, and cost-per-click (CPC) rewards. The system ensures flexibility with configurable rules, eligibility criteria, and payout intervals, while also providing tools for managing approvals, adjustments, and bulk imports. Its objective is to incentivize partners effectively, ensure transparent reward distribution, and enhance partner engagement, all while optimizing administrative efficiency through automation and easy tracking.
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Campaigns
The Campaigns feature in Coachbar enables software providers to promote their products and services by leveraging partner networks through targeted marketing efforts. Providers can create, manage, and optimize campaigns using Cost-Per-Click (CPC) rewards to incentivize partner participation. Campaigns can be public or individual, with customizable settings for partner eligibility, reward structures, and destination links. The system offers real-time performance tracking, fraud prevention, and tools for managing campaign lifecycles, including activation, cloning, and deletion. The primary objective is to maximize product reach, drive traffic, and enhance partner engagement, ultimately boosting conversions and business growth through efficient and measurable partner collaborations.
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Referrals and Deals
The Referrals and Deals feature in ChannelBoost streamlines the process of managing partner-driven leads and sales opportunities. Before adding referrals, partners must be recruited and categorized by type, status, tier, and group to ensure proper organization and tracking. Referrals can be submitted individually or in bulk, with mandatory fields such as partner selection, contact information, and ownership assignment. Once submitted, referrals can be converted into deals when successful, seamlessly transitioning into the deal management section. Deals can be tracked in list or kanban views, with options to update statuses based on progress. The objective of this feature is to facilitate efficient lead tracking, streamline deal conversions, and enhance collaboration between providers and partners, ultimately driving sales growth and partner engagement.
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Partner Program
The Partner Program feature in ChannelBoost is designed to help software providers establish, manage, and optimize relationships with their partners. It allows providers to create customized programs aligned with specific business goals, offering tailored rewards, clear eligibility criteria, and performance-based tiers to incentivize partners. The system supports flexible customization options for branding, layout, and content, ensuring consistency with the provider's identity. Key features include eligibility management, partner tiering, and performance tracking through leaderboards and partner cards. The objective of the Partner Program is to streamline partner engagement, enhance collaboration, and drive business growth by offering structured incentives and clear pathways for partner development and success.
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Integrations
The integrations outlined aim to enhance the functionality and efficiency of ChannelBoost by connecting it with external platforms like HubSpot, Slack, and Salesforce. These integrations enable seamless data synchronization between ChannelBoost and these systems, facilitating better workflow management. The objective is to ensure that updates, referrals, deals, and customer data are consistently aligned across both platforms, enhancing visibility and accuracy. By enabling two-way sync, users can ensure that data flows automatically between systems, with options for conflict resolution and manual control over synchronization. This integration setup aims to streamline business operations, improve collaboration, and optimize data management for teams.
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My Partners
The My Partners section serves as a centralized hub for managing and tracking the relationships with consultants associated with your software. Its primary objective is to streamline partner management by offering easy access to partner details, allowing updates to key information like partner status, tiers, type, manager, and featured status. This section also provides an in-depth view of each partner’s performance, progress, and activity, including dashboards, onboarding status, contract details, and training progress. Additionally, it simplifies the partner acquisition process, enabling software providers to review and respond to partner applications, invite Technical Advisors, and manage collaborations effectively through the ChannelBoost platform.
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My Subscription
The My Subscriptions section allows users to manage and upgrade their ChannelBoost subscription based on their business needs. Its objective is to provide a seamless experience for selecting and upgrading to the most suitable plan, with secure payment processing once a plan is chosen. Users will receive notifications upon successful payment and activation of their subscription. For those interested in the enterprise plan, a direct link to a Calendly scheduling page is provided for personalized assistance. Additionally, the *Transaction History* page offers a transparent record of all past payments and transactions, enabling users to track their financial activity with ChannelBoost.
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Automation
The Automation module in ChannelBoost allows users to streamline business processes by automating matchmaking, lead management, and deal tracking. The objective is to enhance efficiency by customizing workflows through automation rules, which can be created from scratch or based on provided templates. Users can define triggers, actions, and conditions, such as assigning leads to partners or staff members based on specific criteria. Once configured, automation rules can be activated and monitored through logs for performance tracking and troubleshooting, ensuring smooth and effective task management across teams.
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LMS
The Learning Management System (LMS) in ChannelBoost is a comprehensive platform designed to share and manage software materials with partners. Its primary objective is to streamline the creation, customization, and distribution of educational and marketing assets, such as case studies, success stories, and co-branded materials. The LMS offers features like asset organization, real-time customization, sharing workflows, and approval processes. Additionally, it includes a Learning Portal where users can create and assign courses, track partner progress, and manage assessments. The system enhances collaboration, ensures efficient content delivery, and supports ongoing partner education and engagement.
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Settings
ChannelBoost’s Software Provider Settings offer a comprehensive framework for managing partner relationships, user roles, branding, notifications, and referral processes. Businesses can configure Company and Account Settings to establish their brand identity, personalize email communications via Domain Setup, and control user permissions through Users & Roles. The platform enables seamless partner classification with Partner Status, Partner Tiers, Partner Groups, and Partner Types, ensuring effective segmentation and management. Additionally, Provider Products allow businesses to showcase their software offerings, while the Partner Profile section defines eligibility criteria for onboarding new partners. Customization extends to Referral Settings, including tailored forms and rejection reasons, and Notification Settings, which provide alerts for key activities such as referrals, deals, contracts, and partner interactions. With System Grids and Personas, users can structure data presentation and enhance engagement based on specific roles. ChannelBoost’s flexible and intuitive settings empower businesses to optimize partner collaboration, streamline operations, and maintain brand consistency across the platform.
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If you need further assistance, please contact our dedicated customer support team at [email protected], who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.