Features
Every feature, area by area.
Proclaim Extend covers the whole channel program. Each area below is written up in full, with what each feature does and what it gets you.
All feature areas
Partner recruitment, onboarding and management
Bring partners in through a controlled front door and keep one trusted record of each.
Partner applications, Partner records and contacts, Partner tiers, Partner groups, Guided onboarding, Terms and conditions, Accounts, Team and partner staff access, View as partnerRead moreDeal registration, pipeline and co-selling
Protect the deals partners bring you and see pipeline you would otherwise miss.
Deal registration, Registration policy, Conflict detection, Deal comments and history, Pipeline view, Products and price booksRead moreLeads
Get every lead to a partner, and see which partners follow up.
Lead distribution, Lead registration, Website plugin, Customer account requestsRead moreMarketing funds and incentives
A documented, auditable path from budget to payment.
Marketing development funds, MDF reporting, Accounting integrationRead moreContent, campaigns and events
Give partners the material to market and sell, under their own name and your brand.
Content library, Co-branded collateral, Campaigns, Partner contacts and sending domains, Events, Knowledge base, Social sharingRead moreLanding pages and email
Your brand from the first page a prospective partner sees to every email they receive.
Branded sign-in and sign-up pages, Email templatesRead moreTraining and certification
Partners learn the product and the program in the portal, not by email.
Courses, Certifications, Completion trackingRead morePartner locator
Help customers find the right partner near them.
Find a partner mapRead moreAnalytics and dashboards
Prove the program’s value, and find its weak spots.
Admin dashboard, Reports, Partner performance view, Global searchRead moreEzra and the AI Sales Coach
Answers for your team inside the product, and for your partners from your own material.
Ezra, admin portal help, AI Sales CoachRead moreIntegrations and developer tools
Connect channel activity to the systems you already use.
CRM connections, Accounting, API keys, Webhooks, NotificationsRead moreSecurity, tenancy and control
Your data kept separate, and every person limited to what their job requires.
Separate data for every vendor, Roles and permissions, Optional modulesRead moreMore of the platform
Admin console and view as partner
Run every part of the program from one console, and see the portal as a partner sees it.
One console for every area, View as partner, Some acts stay the partner’s own, On the audit trailRead moreNotifications and webhooks
Partners hear about what matters to them, and your own systems hear about program events.
A notification center in the portal, Preferences by category, Reminders before funds expire, Outbound webhooksRead moreSearch in the partner portal
One search box across the things a partner can see.
Five areas, one search, Narrow the results, Only what the partner may see, A clear answer when an area is closedRead morePartner terms and acceptance
Partners accept your current terms before they use the portal, and every acceptance is recorded.
Versioned terms, Acceptance before access, A record of every acceptance, Only when you need itRead moreAvailable as add-ons.
Switched on for your workspace when you choose them.
- AI Sales Coach
- A chat assistant for partners that answers from your own curated material.
- Lead registration
- Partners register and claim leads they found themselves.
- Partner account requests
- Partners request new customer accounts from the deal registration form.
- Accounting integration
- Approved MDF payments sent to QuickBooks as bills.
- Social posting
- Social post templates partners share from their own connected accounts.
See the features working.
Book a demo and we’ll show you the areas that matter to your program.