impartner it white paper
TRANSCRIPT
If you are an IT professional and are reading this white paper, chances are your sales or marketing colleague is on the
hunt for a new Partner Relationship Management (PRM) solution and wants to upgrade your company’s Partner
Portal. Their arguments probably include things like their need for a new PRM solution to ensure your company can
create a world-class customer experience for your partners, they need a better system to manage leads with partners,
that they need better analytics on partner performance, or they need to help make partners into better marketers to
amplify your company’s own messages. All those arguments are right. A contemporary PRM solution is critical to
helping your company do all these things and accelerate indirect sales.
Despite all that, we know that in today’s bi-modal IT world, your challenge as an IT professional is to make sure
your business information systems are secure and perform well – and at the same time you need to evaluate new
technologies to bring into your technology fold and ensure they integrate well into your network ecosystem.
At Impartner, we understand what’s at stake, and we’ve put more than 15 years of engineering and best practices
into ensuring that Impartner’s PRM solution is a smart SaaS. With Imparter, you can rest assured that when it comes
to everything from integration, to security, to product updates, to data integrity, when you choose our technology,
you will have helped your company implement a world-class solution that is trusted by corporations from Xerox to
National Instruments. Here are 16 key things to know about Impartner and why our SaaS PRM solution is a
technology choice you can make with con�dence:
Far from adding yet another data source and technology tool,
Partner Relationship Management (PRM) technology sits at the
con�uence of a host of disparate systems and shepherds them
together into one solution – one Partner Portal to “rule them all”
– and take the chaos out of managing your partner network.
Everything required to support partners from onboarding to lead
management to Marketing Development Fund management to
business planning and analytics is synthesized into one solution
which can integrate easily with your existing CRM. Impartner’s
turnkey SaaS solution and our highly-engineered VelocityTM
process can have you up and running with a world-class PRM
solution in as few as 30 days.
Executive Summary
WHITEPAPER
16 Reasons You’ll Love Our SaaS
WHAT We Do1
Impartner’s PRM technology is architected from the ground up to
service corporations of any size on a global scale, and we provide
industry leading SLAs and up-time guarantees capable of
satisfying the world’s largest and most demanding enterprises.
We currently have over 1.2 million partners worldwide signing into
Impartner technology – and we’ve made capital hardware
investments to provide signi�cant excess capacity for the next �ve
years and beyond.
We’ve got you covered with redundant, multi-media backups in
Tier 3 and Tier 4 data centers in geographically dispersed
locations. Our disaster recovery and data governance policies
are thorough and available for your review.
For implementation, we don’t require any access to your network
or hardware. Our simple, 3-step VelocityTM process helps onboard
the solution in as few as 30 days and requires very little other than
content and approvals. That said, while some companies truly
want a “hands-o�”/managed service process, some companies
want to take full ownership for con�guration and management,
and we provide those tools if your team desires. Our fully
con�gurable work�ow engine allows for tailored businesses
processes, approvals and business logic to support your business
needs and processes. Plus, for regular content updates, our
WYSIWYG inline CMS solution is the editor used by such industry
leaders as Joomla and Drupal and either your IT team, or even
better, your marketing team that generates the content, can easily
update the portal. And �nally, our powerful, dynamic template
language, MomentumTM, gives you control over dynamic content
throughout the solution.
Xerox, Fortinet, Rackspace, Carbon Black, National Instruments,
and Asigra are just a few of the corporations that have vetted
and now trust Impartner technology. These companies have
some of the most complex partner networks, they handle and
protect some of the world’s most sensitive data, and they all trust
Impartner to meet their rigid standards for performance,
availability, scalability and security.
Not only does Impartner meet security protocols strong enough
to be listed on the Salesforce AppExchange, we o�er three tiers of
sandboxing (two separate development environments, staging
and production), and pass stringent security standards for the
Open Web Application Security Project (OWASP), the National
Institute of Standards and Technology (NIST), and Burp Suite
security testing. Data is only exposed through secure APIs and
web services with multiple abstraction layers and we provide
robust logging and auditing capabilities to ensure compliance.
Impartner employs a unique hybrid-tenancy model. Our multi-
tenant backend application ensures scalability and that you get
all the latest security and product updates instantly, while our
single-tenant partner-facing portals allow us to o�er a highly
customized partner experience. We bring the best of both
architectures together. And while some vendors fear-monger
about the risk of data intermingling, savvy IT groups know that
the term “Cloud-based” implies multi-tenancy. Vendors who don’t
leverage all the value of the cloud are really nothing more than
archaic, premise-based solutions.
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We’re SECURE BeforeWe’re Anything
We’re SINGLE AND MULTI-Tenant
IMPLEMENTATION is Painless – and YOU Can Have Control – or Not
7
We’re TRUSTED We Can SCALE
We’re Ready for DISASTERS
We’re RESPONSIVE
Impartner is the only cloud-based PRM that integrates seamlessly
with any major CRM. In a Salesforce environment, we are the
only PRM with an AppExchange approved managed package,
meaning a simple installation into the Salesforce platform and
quick integration with existing SF objects. This simple installation
and integration with Salesforce is why our managed package on
the SF AppExchange has nothing but 5 star ratings. Our Salesforce
managed package uses custom objects within Salesforce, and
can also be easily mapped to integrate with standard Salesforce
objects. And of course, you own the data.
Impartner PRM integrates easily with third-party applications and
legacy systems through fully documented APIs – both SOAP and
REST – and THQL: Impartner’s robust, fully mature query
language. THQL is designed to give you the power of SQL over
web services, but with a critical layer of abstraction to secure and
protect your data from unintended actions or unauthorized
access. Modeled after SQL and Salesforce’s SOQL, THQL will
feel immediately familiar to any team that is already �uent in
those languages. Impartner also makes it easy to leverage these
APIs and web services with a suite of helpful development tools
that includes full documentation, a visual object metadata
explorer, and sandbox consoles for testing Momentum scripts
and THQL queries during development. All this is backed by our
full support and an experienced professional services team
available to perform integrations if desired.
We have a regular release cadence and communications process
to ensure you have no surprises or �re drills, and have con�dence
that all releases are stable and vetted through a QA process.
You will know what’s coming and when, so you and your team
will have time to absorb any changes and socialize them.
All of our Partner Portals are built on the sleek, intuitive, and
powerful mobile-�rst front-end framework - Bootstrap. They are
all tested for mobile friendless on any screen, for any aspect ratio,
on any device, in any resolution – and it means you also won’t
have to worry about deploying and maintaining a mobile app.
We support Single Sign On (SSO) and all industry-standard
authentication protocols including SAML 2.0, Open Authorization
(OAUTH), OpenID and LDAP services.
Without question, all of us want to know when we make or help
support a technology decision that it was worth the
organization’s time and e�ort to bring it in. With Impartner, you
have full access to data on your PRM, and it’s easy to see how
many partners are using the system, which features they’re using,
and where you have opportunities to optimize performance.
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INTEGRATION is SEAMLESS
We are SSO Friendly
ENTERPRISE CLASS API and QUERY LANGUAGE
UPDATES are Regular and Communicated
We Give You VISIBILITY Into UserAdoption/Usage
We Don’t Want to Lose You, But WE DON’T MAKE IT IMPOSSIBLEFOR YOU TO GO
We know you have a smart IT team – and they’re busy keeping
your company secure and maintaining business-critical services.
Customer after customer like managed cloud leader Rackspace
have come to us having spent months and millions trying to
build their own portal, or having used technology platforms
already in house to create something from scratch. In a matter
of as few as 30 to 60 days, depending on the customization they
desire, we have customers up and running with a world-class
Partner Portal, using our turn-key SaaS PRM solution. We deliver
on the truest promise of SaaS: we’ve already built it, so your IT
team doesn’t have to – and we keep it maintained and up to
date and secure with ongoing security and product updates.
Customer data, and in this case, partner data, steers the enter-
prise, and without data integrity, the system will lose credibility
and usefulness - and fail. At Impartner:
• We have an enterprise-class infrastructure with exponential
retry/back o� synching to make sure the system doesn’t give up
until its updated - or over burden your system while trying to
update. The sophisticated algorithm we use for asynchronous
query solves the perennial challenge of race conditions for a
system that will be used by thousands of partners on a world-
wide scale.
• We are time-zone aware (if you create a work flow – it works
globally so you don’t have program for each) so you can trust
that all dates and data are correct, localized to the user, and
free of synching issues.
• Our robust access policies and permissions give network
administrators pinpoint control over what level of access users
have, plus all changes are logged and tracked on a field-level
basis, and can be rolled back if necessary.
No one wants to bring in a new technology and then change
it out. You want to love it and we’re sure you’ll love Impartner.
However, we recognize that sometimes knowing how you’d
get out even if you never plan to, is piece of mind in itself. With
Impartner, once your contract is over, we simply charge you a one
time, minimal administration fee, and your data is yours to port
where you wish. What’s more important to our customers, is that
because we’re CRM independent, if they choose to roll from one
CRM platform to another, it’s easy for our solution to move to the
other with no disruption.
Contact Impartner www.impartner.com 801.501.7000 [email protected] @impartnerprm
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We’re FASTER and CHEAPER andBETTER Than Building Your Own
We Take DATA INTEGRITY Seriously