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Partner Center walkthrough

BeginnerGet started · Step 2 of 6
Estimated time · 20 minutes|Required · Partner Center access

Outcomes

✓Navigate Partner Center with confidence
✓Set up and configure the platform for optimal performance
✓Manage roles and permissions effectively
✓Integrate commerce and payment settings
✓Utilize client-facing tools to enhance customer engagement inside Business App

Partner Center is the command center where you run your business on the platform. This walkthrough tours it top to bottom: setup, roles, commerce, branding, CRM, and the client-facing tools that reach into Business App.

Introduction to Partner Center​

Partner Center is where you streamline operations and enhance your ability to serve clients. Key features include your CRM, email marketing, your AI workforce, subscription and billing, and fulfillment.

Key tools and capabilities​

Three tools carry most of your day-to-day work. Flip each one:

CRM
Centralized management of client relationships and interactions, from first touch to closed deal.
Email Marketing
Create and manage campaigns that send under your brand.
AI Workforce
AI Employees like the Chat Receptionist and Voice Receptionist that improve how you communicate with clients.

Setting up and configuring the platform​

The Administration section is the central hub for configuring Partner Center. Configure your platform once and you are ready to deliver from day one.

Administration and setup​

  • Manage Subscription and Billing: Oversee financial aspects and service subscriptions
  • Update Payment Methods: Keep payment information current for seamless transactions

Subscription and user management​

  • My Team: Add users and manage seat allocations based on subscription tiers (Starter, Professional, Premium, Custom Enterprise)
  • Add-On Seats: Additional seats can be purchased for larger teams
  • User Management: Streamlined processes for inviting and managing users enhance team efficiency

Roles and permissions​

Three roles cover your team. Flip each one to see what it can do:

Admin
Full access: overarching control, sets permissions, and manages user access.
Salesperson
CRM, commerce, and sales tools: Snapshots, proposals, campaigns, and client interactions.
Digital Agent
Task Manager: project assignments, fulfilling client requests, and completing projects.

Commerce and payment settings​

Vendasta Payments integration simplifies billing. Invoice your clients directly from the platform, with no external systems, and keep sales, billing, and fulfillment connected.

Custom reports and branding​

  • Snapshot Reports: Modify reports to reflect your branding and your clients' needs
  • Platform UI: Update the user interface to align with your brand identity

Customization and branding​

Create your unique identity within Partner Center. Customize logos, color themes, and favicons to reflect your brand, so your clients see a consistent brand experience everywhere.

AI tools for customization​

  • Configurable AI Assistants: Customize capabilities and knowledge sources
  • Deep Customization: Align your AI workforce with your workflows and branding

Client branding options​

Clients can customize the look and feel of the Business App. Services are presented in a way that resonates with their brand.

CRM and client management​

Your CRM manages all client interactions effectively. It stores chatbot interactions, your messages, and client communications. Both identified and anonymous contacts are managed for a complete view.

Managing prospects and accounts​

  • Accounts Section: Single source of truth for subscriptions, invoices, and billing settings
  • Franchise Support: Customization options for managing multi-location accounts
  • Feature Management: Hide or show Business App features based on user roles
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In Practice

You add a prospect to the CRM after a Snapshot Report. They become an account. You configure their subscription, invite users, and hide features they don't need yet. Their Business App shows your branding. You assign a Digital Agent to set up their listings. The client sees live project status in their dashboard. Partner Center keeps everything in one place.

Client-facing crossovers: Partner Center to Business App​

You configure the Business App experience for your clients from inside Partner Center. Business App gives each of them the essential tools for their business.

Business App features​

  • CRM Capabilities: Clients manage contacts and companies
  • Executive Reports: Dashboards for social, reputation, and advertising insights

Email marketing tools​

  • Campaign Management: Create and schedule campaigns with ease
  • Integration with CRM: Connect email marketing efforts with CRM contacts

Proposal builder and sales orders​

  • Customizable PDFs: Create professional documents with branding and product listings
  • Sales Orders: Generate orders directly from the CRM, supporting contract terms and customer approval

Marketplace, fulfillment, and automations​

Vendasta Marketplace and custom products​

  • Diverse Offerings: A wide range of solutions across various categories
  • Custom Products: Package your own services and bundle them with marketplace solutions

Task management and fulfillment tools​

  • Task Manager: Assign work to digital agents and track project progress transparently
  • Client Visibility: Clients can view live project status in their dashboards

Workflow automations and triggers​

Automations streamline repetitive tasks. Examples: notifications for failed payments, automated report generation after form submissions.

Knowledge Check

Five quick questions on what lives where in Partner Center.

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