We started looking for a solution to handle the relationship with partners. As a Cloudify vendor company, we were in a state where we were looking at partnering with bigger partners around the world. We were looking for a solution to provide the capability to register and to expose online training for any kind of training.
We also wanted to have the possibility to do some co-branding with the partners with the Cloudify material. We wanted to speed up the process of creating qualified leads. We followed an evaluation process, and we eventually chose Allbound.
Before using Allbound, our customer success team and our sales and presales team used two, sometimes three, different platforms in order to manage the content. This content at two different portals required lots of IT resources. It also wasn't aligned with our company's vision of having one platform. After we purchased Allbound, this process was streamlined with our internal process. Our sales and presales team started using one platform instead of multiple platforms, which helped us to communicate better as a company. We could support customers and partners from one place. The content wasn't spread across multiple platforms, and we didn't have different content managed by teams on their own.
Everything that you require to onboard partners is built into the platform. You just need to upload all the content and create the logic within Allbound in order to have a fast-track onboarding of partners. Its onboarding capabilities allow us to innovate faster with partners. It has helped us to communicate with and support seven new partners within six months. Previously, it took us three months for every partner. So, you can imagine the time saved by using Allbound.
As a part of our strategy for self-learning and self-paced training, we have quizzes. We use quizzes with gamification. We also use playbooks for specific tech vendors. We showed them the playbook that we made for them, and they were impressed that we are able to create very focused content, specifically run playbooks in a specific order.
It has a nice reporting capability. We can filter almost everything in terms of reporting analytics. It's very helpful when you want to filter specific content. For example, you can see the number of views from a partner to see which content was viewed the most. This capability is built into the platform, and it's helpful to make some decisions based on this data. They are still working on providing more information on the dashboard. Currently, they don't have all the things that we expected, and they are working on the things that we have requested, but this is a good possibility instead of using Excel spreadsheets and doing analytics in third-party tools. One of the good things about Allbound is that if they don't have the features that we need, they are able to develop them very fast.
It's quite easy to use for customizing the content that partners see. You just need to create specific content groups and assign the content according to those groups. They'll get only the relevant content. It would be nice to be able to do that in bulk rather than manually for every content, but it's still quite easy. It's not hard. You can have different roles and different groups, and you can define by type or audience. You can change the content based on the type, product, audience, or even sales stages. It's very easy to manage. This is one of the most important features because this is how you classify the information that you want to publish to end users. Sometimes, you have different role types, such as executive, tech, or engineer, and you would want different types of content for different needs.
The co-brand feature allows users or partners to bring their own logo, put some text around that, and download co-branded material with the logos of the vendor and the partner. In the beginning, we thought of it as a nice feature, but we didn't see it from our partners' perspective. When most of the partners saw this feature, they were very impressed. They mentioned there was no such flexibility with other partners they use, such as Salesforce, SAP, and other big vendors. When I showed it to the marketing teams of our partners, they were very impressed that this capability is built into the platform. This feature is very good. So, even though we didn't use it much in the beginning, we found out that many of the users or partners wanted to have this kind of capability. They were happy that they have the possibility to do it within the platform, instead of going to an outside designer and doing the editing. Sometimes, it costs organizations a lot of money to make these changes.
The co-brand feature has saved time. Previously, we had to wait for the marketing to have time to do some editing for partner needs or requests. Sometimes, it took hours, and sometimes, it took days until they got the time to make the changes. Now, it can be done in two minutes.
We use Channel Insights features to get actionable intelligence on partner engagement and success. It's a part of their reporting capabilities, and it's very useful. We are using this feature quite a lot to understand which content is more relevant, which content is most used or most viewed by the partners, how many pipelines or deals are open, and what is the average time for closure. We get very useful information from Channel Insights.
It speeds up the sales process, but it's hard to measure the time savings. A salesperson can see the whole process and has a basic view of the next phase that we expect him or her to handle during a deal. After it's qualified, the customer is expected to have a demo or do a trial before the proposal. After they have a proposal, it's just a basic process of closure. You can then do some analytics around that with Channel Insights to understand what went well and how to duplicate that, and in case it didn't work well, how to improve that.
Previously, we didn't have any deal registration in place. We had a basic page or customer department that did the deal, and then they had to manually upload the data into the CRM and do some kind of calls with the sales to understand better what was the nature of this deal. Now, all the deal information is in Allbound from the start, and if you don't have all the information, it won't get into the qualified state. It's very powerful to ask the partners to provide the right information at the very beginning. You can't just say that I have a customer A in region A and the deal size of $50K or $100K and then not have more information or documentation about that. Instead of not having this process defined correctly, with Allbound, you have the possibility to create a deal in a matter of minutes instead of hours or days. It's very easy. Once people see that it's very simple to create deals, they are encouraged to create more and more.