PRM Implementation Checklist
Week 1: Foundation
- Define partner tiers and program structure
- Map existing partner data for migration
- Configure CRM integration (Salesforce/HubSpot)
- Set up branding and portal customization
Week 2: Content & Training
- Upload marketing assets and sales tools
- Create training modules and certification paths
- Build deal registration workflows
- Configure automated email notifications
Week 3: Testing
- Pilot with 5-10 key partners
- Test deal registration and approval workflows
- Verify CRM data sync
- Gather partner feedback
Week 4: Launch
- Roll out to full partner base
- Send launch communications
- Monitor adoption metrics
- Schedule follow-up training sessions
Book a demo to start your PRM implementation.
