The basics of the Vendasta platform

Welcome!

You're moments away from growing your revenue with Vendasta.

Use this guide to learn the basics of the platform and complete some of the most essential tasks.

The platform has three environments

One for you, one for your salespeople, and one for your clients. Together, they empower you to provide products and services to local businesses.

Partner Center is where you...

  • Customize your branding and settings
  • Set up your products and services
  • Build your Store
  • Publish and track marketing campaigns
  • Manage your salespeople
  • Manage your clients’ products, services, and credentials
  • Manage fulfillment services for multiple clients (with Concierge)

All admins can access Partner Center via partners.vendasta.com. Partner Center isn't white-labelled, and the URL isn't customizable.

Sales & Success Center is where your salespeople...

  • Create prospects and Snapshot Reports
  • Send email marketing campaigns
  • Identify hot leads and track communications
  • Move prospects through the sales pipeline
  • Learn more about what you’re selling

All salespeople can access Sales & Success Center from a URL that’s unique to your agency. You can find your URL below the title on the Salespeople tab in Partner Center. Professional, Enterprise, Premium, and Elite subscriptions have the power to customize this domain. Contact your Partner Success Manager for more information.

In order for your salespeople to access Sales & Success Center, you’ll need to set them up with Salesperson credentials. You’ll get the chance to do that in a few steps.

Business Center is where your clients...

  • Receive updates about their businesses
  • Access the products they’ve purchased
  • Browse your Store
  • View proof-of-performance reports

Similar to Sales & Success Center, your clients access Business Center from a URL that’s unique to your agency. You can find your URL below the title on the Users tab in Partner Center. Professional, Enterprise, Premium, and Elite subscriptions have the power to customize this domain. Contact your Partner Success Manager for more information.

In order for your clients to access Business Center, you’ll need to set them up with User credentials. Alternatively, prospects can access Business Center for free from a Snapshot Report. More information on that later.

 

Next step: Customize your branding and settings »

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