Most Important Features of a Channel Marketing Software Platform

Published: March 3, 2016, 9:23 p.m.

Many vendors today are deploying channel marketing software solutions to drive partner marketing activities. The goal for this class of software is to get partners actively engaged in various channel programs and enable them to drive demand generation activities. However, there are multiple options available in the market today from as many as 30 different vendors, which makes it very hard for an organization to determine the core set of features they should look for. This article will explore 10 critical features a channel marketing software platform must have.\nRequirements\n\n\n \tPortal content management. The goal for this capability is to allow an organization to set up a mobile-responsive, dynamic portal through which various assets and information can be communicated to partners that are in the channel program. Without a platform that can be completely localized across multiple countries and used in a mobile-responsive environment, the potential of a channel marketing software platform is rarely realized. It is perhaps the most important feature a organization must look for.\n \tCampaign upload and setup. Once a dynamic portal has been set up, the next key area to focus on is the ability to upload campaign content that can allow the vendor to market to\u2014as well as market through\u2014their channel partners. Vendors considering an investment in a channel marketing software platform must ensure that any platform they evaluate has a dynamic content management system.\n \tSingle sign-on. A vendor may already have an existing infrastructure in place to which a current or new portal may need to connect, either temporarily or in the long term. Because of that, it is extremely important to provide unified access and a seamless user experience. The channel marketing software platform must be able to connect to existing infrastructure via a single sign-on mechanism.\n \tCRM integration. Often an organization will have an existing enterprise resource planning (ERP) or customer relationship management (CRM) infrastructure in place, which could be based on Salesforce.com, NetSuite, Microsoft Dynamics, SAP or some other similar platform. The channel marketing software platform must be able to connect and integrate with any of these systems without a hitch. The data from the CRM system must be able to flow to the marketing software platform, and the activities being carried out by the channel partners must in turn be tracked and reported back to existing CRM infrastructure. Seamless integration at every step is absolutely essential.\n \tEmail marketing. When a vendor is trying to enable a group of partners with a set of channel marketing tools, one of the most important capabilities the channel marketing software must have is a multi-touch email marketing and nurturing feature. The email marketing engine should be configurable as a multi-touch tool, so when a prospect comes to a partner website and engages in some way, the system should be able to automatically send a follow-up email based specifically on the prospect\u2019s activities. The email engine should also accommodate complete, dynamic co-branding capabilities so that a partner can easily edit existing content provided by the vendor and send out customized emails to prospects and the customer base in a few clicks.\n \tEvent marketing. Most partners today\u2014particularly those selling in the B2B area, but also those selling in the B2C marketplace\u2014put on events to market products and services. They may be small events in a lunch-and-learn format, or they may take the form of much larger consumer events like award shows and ceremonies, where the entire event needs to be dynamically managed. In the latter case especially, the partner may end up using all the vendor\u2019s campaign assets, but it can be difficult for the partner to co-brand that material and customize the launch and event, as well as manage it successfully in an integrated way. Good channel marketing software can do this,