Tech Partners

Modified on: Wed, 23 Apr, 2025 at 6:48 AM

Overview

The Tech Partners Directory is designed to streamline the management and customization of technology partnerships. This feature provides tools to configure URLs, customize pages, manage partner listings, and create tailored offers for partner integrations. Additionally, the directory serves as a strategic asset for technology partners and SMBs, offering high-quality lead generation, co-branded marketing opportunities, and seamless integration solutions. Below is a detailed breakdown of its features and functionalities.

My Tech Partners

The "My Tech Partners" section allows users to view, edit, and manage their technology partners effectively.

Page Overview

Page Title: "My Tech Partners"
Fields in the Table:

- Search: Find specific partners.

- Status: Current status of the partner (e.g., Active, Draft, Inactive).

- Company: Name of the partner company.

- Create Date: Date the partner was added.

- Offer Types: Types of offers associated with the partner.

Reordering Columns: An icon at the right-hand side of the table allows users to customize the column order.

Managing Partners

Edit Existing Partners: Use the three horizontal dots beside a partner to:

Tech Partner Onboarding

The Tech Partners module is designed to support a self-registration model via the Partner Application form. This ensures that each partner provides accurate and complete information directly through a standardized intake process.

Self-Initiated Registration

All Tech Partners are expected to submit their details using the Partner Application form. This user-driven approach promotes data integrity and reduces administrative overhead.

Partner Application Form: Accessible via a public-facing link, allowing prospective partners to register at their convenience.
Review & Approval Workflow: Submitted applications enter a review process where they are assessed and published if approved.
Status Indicators & Filters: Easily track pending, approved, or declined applications using the status indicators and filter options within the “My Tech Partners” view.

Email Invitations

While bulk imports are not supported, system users can still initiate outreach to potential partners:

Send Invitations: Use the “Send Invitations” button to email a link to the Partner Application form.
Custom Messaging: Select from predefined email templates or compose a personalized message.
Tracking: Monitor invitation delivery and response status to follow up as needed.

This process supports a streamlined, self-managed onboarding workflow that aligns with the goal of maintaining a clean, partner-submitted directory.

Adding a Tech Partner

Add Tech Partner: Click the "Add Tech Partner" button to open the configuration interface.

Click “Add Tech Partner” and the below tab appears

Step 1: Configuration

Tech Partner Name: Mandatory field to enter the partner's name.
Partner Name or Company Name: One of these fields must be filled. "Partner Name" is a dropdown list, while "Company Name" allows direct entry.

Note: In the "Add Tech Partner" configuration, after selecting a partner, if the partner has an associated name, the user can choose that specific partner name. If a partner name is not available, the user can select a company name. Even though the company name may not be directly linked to a partner name, an existing company connected to the partner can be chosen.

Tech Partner Logo: Mandatory field to upload the partner’s logo.
Tech Partner Hero Image/Video: Mandatory field for a featured image or video. Alternatively, users can provide a link in the Link to Video field.
Category: Mandatory dropdown list allowing multiple selections for categorizing the partner.
Toggles:
Is Featured?
Is Recommended?
Is Top Deal?
Short Description: Auto-filled based on the Tech Partner Name.
Description: Optional field for additional details about the partner.
Features: Optional field for listing partner features.

Additional Links:
Setup Guide Link
Book A Demo Link
Website Link

Step 2: Pricing & Offers

Trial Availability: Toggle field. If enabled, a "Trial URL" field appears for users to provide a link.

Pricing Options: Includes a table with the following fields:
Option Name
Price
Short Description
Features: Add multiple features by clicking the "+Add More" button.
Buy Now URL
Preview Pricing: Allows users to view how pricing information will appear.

Offers: Enables the creation of special offers for integrations and services.
Add Offer: Click "+Add Offer" to create a new offer.

Select Type: Mandatory field to choose between "Product" and "Service."
If "Service" is selected, a "Partner Company" field appears for choosing the relevant company.

Offer Title: Mandatory field for naming the offer.
Short Description: Optional field for brief details.
Valid Offer Period: Define the "Start Date" and "End Date."
Discount: Specify the discount percentage.
Offer Link: Provide a URL for claiming or accessing the offer.

Note: The "Offer" can also be included on the main page of the "My Tech Partners" section.

Save & Publish

Once all necessary fields are completed, users can click Save & Publish to make the partner and its details live. A preview option is also available to review the setup before finalizing.

The Tech Partners Directory offers a comprehensive platform for managing technology partnerships, from configuring URLs and logos to customizing pages, creating detailed partner profiles, and setting up exclusive offers. By integrating insights from the Technology Partner Directory Target Audience Segments, the directory is optimized for lead generation, SMB engagement, and seamless partner collaboration. Its intuitive interface and powerful customization tools ensure an efficient and seamless experience for both technology providers and SMBs looking for integrated software solutions.

What's New in the Tech Partners

1. Subscription-Based Options

This update introduces tiered subscription levels that technology partners can choose from, providing more flexibility in how they engage with the directory. Partners now have the option to select a subscription service that aligns with their specific needs, whether they require basic features or more advanced functionalities.

Key Features:

Tiered Subscription Levels: Technology partners can now select from various subscription plans (e.g., Basic, Premium, Enterprise). Each tier offers different levels of access to features and services within the directory.
Customization Based on Partner Needs: Depending on the subscription level chosen, partners will have access to specific tools, resources, and options. For instance:
- Basic: Limited features, suitable for smaller businesses or those testing the service.
- Premium: Additional tools, reports, and customer support options.
- Enterprise: Full access to all features, with priority support and advanced customization options.

Benefits:

More Flexibility for Partners: Technology partners can now tailor their subscription choice based on the scale of their business or needs, rather than being locked into one-size-fits-all solutions.
Clearer Value Proposition: Different subscription levels allow for clearer differentiation of service levels, helping both new and established partners understand what they get with each plan.
Scalable Growth: As partners’ needs evolve, they can easily upgrade to a higher subscription level to gain more advanced features and functionalities.

Example Usage: A startup tech partner may start with the Basic subscription to test out the directory and later upgrade to Premium as their company grows, requiring more exposure and marketing tools within the platform.

2. Enhanced Forms

This update adds new customizable fields to the partner application and inquiry forms. These enhancements make it easier to collect critical information during the application process, as well as streamline the integration process when a partner is added to the directory.

Key Features:

Customizable Fields: The forms now allow for new fields that can be tailored based on the specific needs of the business. These fields could include:
- Industry Type: A dropdown or multi-select field to specify the sector the partner operates in (e.g., AI, IoT, Cloud Computing).
- Subscription Level Selection: Partners can directly indicate their desired subscription level during the application process, rather than after being accepted into the system.
- Lead Source: A field to capture how the partner found the directory (e.g., via referral, social media, direct search, etc.), helping administrators track marketing effectiveness.
Streamlined Lead Capture: The form now collects data in a more organized and structured manner, ensuring the integration of new partners into the directory is more efficient.
Inquiry Form Modifications: In addition to the application form, the inquiry form has been updated to gather more specific information for potential partners, such as technical requirements, desired features, and integration needs.

Benefits:

Improved Data Collection: With customizable fields, directory administrators can gather the precise information they need to evaluate and integrate new partners.
Enhanced Partner Experience: The forms now cater to a broader range of partners, ensuring that the information submitted is directly relevant to their needs and business context.
Increased Efficiency: By eliminating irrelevant questions and allowing partners to self-select information (like subscription tiers), the process becomes faster and more accurate.

Example Usage: A technology partner who wants to join the directory now completes the application form with more specific details such as their product offerings and preferred subscription tier. This helps the admin assess the partner’s suitability and quickly onboard them.

3. Demo Data Support

This feature allows technology partners to preview certain functionalities of the directory before completing the full setup. Demo data support provides a hands-on experience with the platform's capabilities, helping partners understand how their data and services will be represented once the directory is fully set up.

Key Features:

Preview Mode: Partners can now access a demo environment or sandbox mode where they can test the functionalities of the directory using placeholder or sample data. This enables them to see how their information, products, or services will appear in the directory.
- Product Listings: Partners can preview how their products or services will be displayed within the directory, including descriptions, images, and subscription plans.
- Profile Layouts: Partners can view how their business profile will look once fully set up, allowing them to make adjustments as needed.
- Report and Analytics Preview: Partners can explore sample reports or dashboards that display performance metrics, such as the number of views or inquiries their listing receives.
Pre-Setup Testing: Partners can test their integration into the directory with demo data, allowing them to make adjustments before they go live. This reduces the chances of errors during the actual setup phase.

Benefits:

Better Understanding: Demo data support ensures that partners have a better understanding of how the directory works and how their business will be represented, reducing confusion.
Faster Integration: By allowing partners to test and experiment with their profile before committing to full setup, the process is more seamless and requires fewer revisions.
Reduced Errors: Partners can fine-tune their setup based on what they see in the preview environment, leading to fewer mistakes and better outcomes when their listing goes live.

Example Usage: A tech partner signs up for the directory and opts to use demo data support. They enter some basic details about their company and test the display of their services, making sure the layout matches their branding before officially launching their profile with real data.

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, 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.