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What is PartnerBoard?

PartnerBoard functions as an all-encompassing platform dedicated to managing and enhancing partnership and referral programs by integrating every aspect of partners, referrals, and incentives into an interactive board that updates in real time. It creates a clear "source of truth" for referrals, allowing partners to collaboratively access a single board while enabling the program owner to have full visibility over the process, which promotes automatic updates for partners and clarity regarding incentives. Users can effectively track both incoming and outgoing referrals, pinpoint their origins, assess the performance of top partners, and explore analytical dashboards that showcase successful tactics and highlight potential growth opportunities. The system ensures a smooth referral process, where each entry specifies key criteria, contacts, and initial steps, allowing users to send qualified referrals in just a few minutes; partners can also tailor their views to display pertinent information, thereby reducing friction and improving coordination. Additionally, real-time alerts and seamless integrations with a variety of tools, including email, CRM systems, and webhooks, keep teams updated whenever a referral is submitted or altered, contributing to a more productive workflow. This comprehensive strategy not only enhances communication but also fortifies partnership connections, ultimately leading to superior outcomes for all parties involved while promoting a culture of collaboration and transparency.

What is Euler?

Euler is an all-encompassing platform aimed at enhancing partner revenue by simplifying and automating the management of partner programs, enabling teams to focus on increasing revenue from these partnerships while reducing the burden of tedious tasks. By prioritizing efficiency, it allows for swift partner onboarding, activating new partners in a matter of minutes instead of the weeks usually needed, and maintains continuous partner engagement and support through real-time updates, even when partners do not log in. The platform expertly navigates the complexities of incentive and commission management by automating calculations and generating invoices, thereby relieving users from the hassle of manual reconciliation, while seamlessly tracking referrals, deals, and partner contributions via integrations with CRM and billing systems. To elevate user experience further, Euler incorporates AI-powered tools like DealFlow AI, which automates the deal registration process, an AI communications hub for crafting targeted automated messages, and an AI partner account manager that provides ongoing support to partners. Additionally, the platform features capabilities for collecting and approving partner applications, customizing incentive structures, and overseeing contracting processes, which together empower users to optimize their partnership potential. Overall, Euler not only streamlines existing workflows but also fosters heightened engagement and productivity within partner ecosystems, ultimately contributing to a more dynamic partnership landscape.

Media

Media

Integrations Supported

HubSpot CRM
Chargebee
Crossbeam
Gmail
Google Chrome
Google Docs
Google Sheets
Maxio
Microsoft Excel
Pipedrive
QuickBooks Accountants
Ramp
Salesforce
Salesforce CRM Analytics
Shopify
Slack
Stripe
Tremendous
Yahoo! Mail

Integrations Supported

HubSpot CRM
Chargebee
Crossbeam
Gmail
Google Chrome
Google Docs
Google Sheets
Maxio
Microsoft Excel
Pipedrive
QuickBooks Accountants
Ramp
Salesforce
Salesforce CRM Analytics
Shopify
Slack
Stripe
Tremendous
Yahoo! Mail

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PartnerBoard

Company Location

United States

Company Website

www.partnerboard.io

Company Facts

Organization Name

Euler

Date Founded

2023

Company Location

United States

Company Website

eulerapp.com

Categories and Features

Affiliate

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

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