ChannelBoost by Coachbar is a powerful platform designed to accelerate your software business's growth. ChannelBoost helps you connect with ideal customers, unlock new markets, and boost revenue by leveraging data-driven strategies, targeted marketing campaigns, and expert guidance. The platform simplifies managing partnerships, streamlines workflows, and enhances collaboration for software providers.

This article offers transparency into the latest changes and improvements to ChannelBoost. These updates enhance the tools and infrastructure that form the foundation of the platform.

September, 2024

1. Introduced Slack Integration
2. Improvement to contract management
3. Brand changes from Coachbar to ChannelBoost
4. Introduction to App stack directory (Article to be released soon)
5. UI & UX changes to simplify customer experience in all modules
6. Bug fixes and improvements

October, 2024

1. New Kanban view and other UI/UX improvements for Deals on ChannelBoost
2. Introducing tags for referrals and deals
3. Introducing bulk action in the referrals and deals
4. Introducing bulk action in the Partner Acquisition screen
5. Introducing time zone selection to ChannelBoost
6. Included templates for referrals and deals
7. UI/UX improvements around filters for the incentive and assets modules
8. Added sorting in the App Stack directory
9. Improvement to Contracts
   1. Inclusion of Activity log
   2. Termination reason text box and notify Partner/Provider
   3. Added contract templates
10. Introduced Salesforce Integration

November, 2024

1. Demo Data
   • Introduced "Test Mode" for easy onboarding with demo data toggle and one-click switch to production.
   • Demo data is available for Referrals, Deals, and Settings.
2. Partner Program
   • No-code CMS for Partner Program setup, tiering, and rewards customization.
   • Automated tier calculations every 6–12 hours.
3. AppStack Directory
   • Manage and publish app stacks with no-code tools.
   • Customizable themes, bulk actions, and blog functionality.
4. Improved Deal Management
   • Flexible deal views: Kanban or List.
   • Deal listing data stored locally.
5. General Improvements
   • Dynamic Partner Directory views.
   • Updates for Salesforce notifications and HubSpot email integration.
   • Activity Logs added to Partner Portal.

December, 2024

1. Partner Program Module Enhancements

• Streamlined Program Design: Create and manage partner programs aligned with strategic goals.
• Tier Management: Efficiently handle multiple program tiers with calculated levels and detailed previews.
• Performance Insights: Gain actionable data to optimize partner relationships.

2. Partner Leaderboard Features

• Quick Overview: Instantly identify top-performing partners.
• Detailed Insights: View and filter performance for tailored strategy refinement.
• Top 5 Highlights: Easily access top partners by earned points.

3. Technology Partner Directory

• Centralized Access: Explore a comprehensive list of tech partners.
• Efficient Management: Customize directories, add offers, and manage integrations.
• Bulk Operations: Publish or unpublish integrations and offers in bulk.

4. Improved Payouts & Rewards Module

• Simplified Navigation: "Incentive Plan" renamed to "Reward Setup" for clarity.
• Enhanced Features: Clone reward setups and apply bulk changes to bands or thresholds.
• Optimized Calculations: Advanced rule updates for accurate rewards.

5. Microsoft Signup/Login Integration

• Secure Access: Seamless signup and login using Microsoft accounts with Single Sign-On (SSO) support.

6. HubSpot Integration Improvements

• Selective Syncing: Sync only specific referrals and deals for improved data accuracy.
• Two-Way Sync: Enhanced integration for referrals and deals between HubSpot and ChannelBoost.

7. General Improvements & Bug Fixes

• Enhanced mobile views and UI updates across directories.
• Renamed "Other" region to "Rest of World".
• Improved Safari browser compatibility.
• Dynamic favicon updates across directories.
• Fixed issues in Kanban views, deal syncing, and URL redirects.

These updates bring streamlined functionality, improved user experience, and expanded features to elevate your partnership management capabilities.

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.