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Partner Management for Close: PRM That Works With Close

Close is built for high-velocity inside sales, with calling, email, and SMS in one fast interface. That focus on your reps' outbound motion means Close wasn't designed to run a partner program — there's no partner portal, no conflict-protected deal registration, no MDF, no certification onboarding. xAmplify is a PRM and through-channel marketing platform that complements Close, giving partners a dedicated portal while syncing registered deals and partner-sourced revenue back into Close.

What to know
1

Why Close alone isn't enough for a partner program

Close optimizes your own reps' speed — dialing, sequencing, and closing. A partner program is a different motion entirely, requiring an external portal that isn't a Close seat, deal registration with conflict protection, MDF request and claim workflows, certification onboarding, and a co-branded asset library. You don't want partners inside Close seeing your leads or consuming seats, and there's no native way to let partners run their own marketing. These channel-specific capabilities call for a dedicated PRM rather than repurposing a velocity-focused sales tool.

2

How xAmplify complements Close

xAmplify delivers a branded partner portal for onboarding, certification, conflict-protected deal registration, MDF management, and through-channel marketing automation. Partners run co-branded campaigns, register deals for protection, and access approved assets without touching your Close account. Approved, registered deals sync into Close with the sourcing partner captured, so your inside sales team works one fast pipeline that already includes channel-sourced opportunities while your channel team manages partners separately.

3

The Close integration and data angle

Pairing a PRM with Close keeps partner activity as clean Close data. Registered deals become Close opportunities with partner attribution, so partner-sourced and partner-influenced revenue reports alongside your direct pipeline. Leads from partner marketing sync back with source intact. Close stays your high-velocity sales engine while the specialized partner workflows — registration, MDF, certification, co-branded demand generation — live in xAmplify, keeping Close fast and your channel data accurate.

4

What to look for in PRM for Close

Choose a PRM that keeps partners out of Close while writing clean attribution back into it. Require genuine deal-registration conflict protection, MDF and co-op workflows, certifiable onboarding, and through-channel marketing so partners create demand. Confirm partner-sourced revenue is reportable in Close for leadership. AI-assisted engagement like xAmplify's Oliver AI surfaces active versus dormant partners, helping a lean team scale the channel without slowing down its direct-sales motion.

Why xAmplify

One platform for your whole partner motion

From onboarding to attribution — the capabilities that turn a channel program into real pipeline.

Partner onboarding & enablement

One portal to onboard, train, and equip partners so they reach their first deal faster.

Deal registration

Register deals with conflict protection — protect margin and grow partner-sourced pipeline.

Through-channel marketing

Launch co-branded campaigns partners actually run, with content built for them.

Revenue attribution

Track partner-sourced revenue end to end so you can double down on what works.

MDF & incentives

Fund, manage, and measure MDF and incentives without spreadsheets.

Oliver AI

AI-assisted engagement that nudges the right partners at the right moment.

1 hub
Onboard, enable & market
Protected
Deal reg + conflict rules
End-to-end
Partner-sourced attribution
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Frequently asked questions

Does xAmplify replace Close?

No. Close stays your inside-sales CRM. xAmplify adds the partner portal, deal registration, MDF, onboarding, and through-channel marketing, then syncs partner-sourced deals and attribution back to Close.

Do partners need Close seats?

No. Partners work in xAmplify's portal, so you don't spend Close seats on external partners or expose internal leads and pipeline to them.

Can we track channel revenue in Close?

Yes. Registered deals sync into Close with the sourcing partner captured, so partner-sourced revenue appears alongside your direct pipeline.

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