Run your channel program, not a stack of spreadsheets.
Engage is where your partner managers and partners do the daily work of the program together: mapping accounts, registering deals, funding and claiming marketing dollars, running campaigns, and giving partners credit for the business they bring.
The module where the program actually gets run.
The rest of ChannelPROS helps you analyze and classify your partners. Engage is where your Partner Account Managers and partners do the day-to-day work: mapping accounts together, registering deals, funding and claiming marketing dollars, running co-marketing campaigns, and settling who gets credit.
Engage stands on its own. It is built so the hand-offs between these jobs are governed and auditable rather than scattered across inboxes and drives.
Account Mapping
A governed, side-by-side session where a manager and a partner agree which accounts they will pursue together, reconciled against your CRM and target lists.
One governed shortlist that every downstream action hangs off of.
- • Upload a partner's customer list as a CSV.
- • Shortlist the accounts worth pursuing, then push a row to deal registration or link it to MDF, once it has the go-to-market motion, credit type, and sales stage.
- • Finding that you both know an account never silently registers a deal. A person always decides, and every session is auditable.
Attribution
Explicit, auditable partner credit, tied to the money, rolled up into a plain-language return-on-investment view.
Far fewer credit disputes, and a defensible answer to "is this partnership paying off?"
- • One clear credit type per account: Sourced, Influenced, or Fulfilled, with a full history of who changed it and when.
- • Partners can request credit through a secure no-login link. Managers review, and any conflict with an open deal requires manager authority to resolve.
- • When a deal closes, credit writes back automatically. The ROI view ties credit to the deal outcome and MDF spend, and exports to CSV or JSON.
Deal Registration
A deal-registration program partners can trust: a fair, rule-based, first-come decision with a protection clock they can see.
Protection partners believe in, with a complete audit trail.
- • Partners register through a private, reusable, no-login link. Managers approve, question, or decline in one queue that stays a findable record.
- • The conflict engine enforces the rules: first valid partner wins, house and named accounts are blocked, and larger deals escalate.
- • The protection clock starts on approval, deals run a full lifecycle, and a closed-won deal writes its credit back to Account Mapping.
- • Exports a Salesforce or HubSpot-ready pack as CSV or JSON. ChannelPROS stays the registration authority.
MDF Management
The full lifecycle of market development funds, from program rules through accrual, requests, proof, and settlement.
A fund program partners trust and finance can stand behind.
- • Set it up once in a guided program wizard: periods and expiration, eligibility, accrual rules, approval authority, settlement, and partner invites.
- • Run it in the Workspace: review each request against the real balance, approve within authority, and gate proof-of-performance claims with an optional finance review.
- • Money only ever moves against an approved, published program, and every dollar is traceable from accrual to claim and into the ROI view.
Partner Marketing
Co-marketing campaigns packaged once, run on a consistent checklist, with proof that flows straight to the MDF claim.
Consistent campaigns and claim-ready proof, with a human in control of the spend.
- • Reusable Kits package the collateral for a campaign type, with one partner download link, kept separate from the campaigns that use them.
- • Each Brief runs one campaign with one partner through a planned, live, completed lifecycle against a proof-of-performance checklist.
- • Proof attaches to the linked MDF claim automatically, but never auto-approves the money. A manager still signs off in the MDF Workspace.
Partners get things done without a login.
Registering a deal, requesting or claiming MDF, claiming credit, or downloading a marketing kit: in each case the manager shares a secure private link and the partner simply opens it. No account to create, no password to chase.
One platform, four jobs.
Intelligence
Score, classify, and diagnose your partners so you know who matters.
Execute
Turn the right partners into accountable revenue plans.
Engage
Run the day-to-day co-selling and co-marketing program.
Academy
Learn the method and build the program, taught free, then built.
See Engage run a real program.
We will walk you through account mapping, deal registration, MDF, and attribution with your own program in mind.
Book a demo →