For vendors

Channel Partner Marketing Plan Checklist

Outline your expectations and define a consistent marketing approach and messaging for partners to sell your solutions. By providing the marketing tools your partners need, you increase your brand’s visibility and deepen your partners’ commitment to upholding it.

Follow this checklist to get started on your channel partner marketing plan and set your channel partners up for success. Use it as a guide to determine your marketing efforts, collaborate on ideas, and equip partners with essential resources that convert clients. The checklist includes how to:

Used by 156 people

Rated 4.5

Define the elements of your partner marketing planGather your internal teams and partnersCreate partner marketing assetsImplement a partner pelationship management (PRM) platformMeasure and optimize your channel marketing programsDrive you channel marketing campaignsText Link

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Use this Template

Olivia Rhye

The template allows you to:

Create, evaluate, and optimize marketing strategies

Define the elements of your partner marketing plan
Create partner marketing assets
Measure and optimize your channel marketing programs
Gather your internal teams and partners
Implement a partner pelationship management (PRM) platform
Drive you channel marketing campaigns

Frequently asked questions

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

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The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

Join leading IT Partners who use Zomentum to design their proposals and close deals faster.

Get a Demo
Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue

Drive Partner Growth and Boost Your Revenue

Optimize sales at the heart of all you do. Join the PRM+ that puts revenue and partners first.

Get a Demo

Channel Partner Marketing Plan Checklist

Outline your expectations and define a consistent marketing approach and messaging for partners to sell your solutions. By providing the marketing tools your partners need, you increase your brand’s visibility and deepen your partners’ commitment to upholding it.

Follow this checklist to get started on your channel partner marketing plan and set your channel partners up for success. Use it as a guide to determine your marketing efforts, collaborate on ideas, and equip partners with essential resources that convert clients. The checklist includes how to:

The template allows you to:

Define the elements of your partner marketing plan
Gather your internal teams and partners
Create partner marketing assets
Implement a partner pelationship management (PRM) platform
Measure and optimize your channel marketing programs
Drive you channel marketing campaigns
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Turn around proposals in a day than weeks or months.

Turn around proposals in a day than weeks or months.

Use the drag and drop interface, insert videos, and personalize your pitch.
Edit documents anywhere, any time, and on any device.
Save and reuse snippets to quickly build new documents.
Leverage Etilize content catalogue in quotes with predefined pricing and descriptions.
Manage objections in real-time and address customer concerns quickly.
Set up a timer on approvals and get legally binding e-signatures.

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Power Partner Success with Zomentum For Vendors

Turn around proposals in a day than weeks or months.

Integrate into the one-stop, single-login portal your partners want.
Become your partner’s favorite vendor, providing all the tools they need to close more sales.
Engage partners to bring in more revenue by assisting on deals and offering proactive support.
Upload essential sales collateral and product training materials that partners can share with their clients.
See partner revenue-generating activities and gain visibility into their sales pipelines.
Re-engage inactive partners by sharing opportunities and guiding them to close more end-client sales.

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This is some text inside of a div block.
This is some text inside of a div block.

Drive Partner Growth and Boost Your Revenue

Optimize sales at the heart of all you do. Join the PRM+ that puts revenue and partners first.

Get a Demo

Join leading IT Partners who use Zomentum to design their proposals and close deals faster.

Get a Demo
Shorten Sales Cycle
Close More Deals
Increase Revenue
Shorten Sales Cycle
Close More Deals
Increase Revenue

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