Growth-Stage AI Speech-Technology Company
A growth-stage AI speech-technology company launched a self-service partner portal that cut partner onboarding time from 3 weeks to under 5 days.
This Growth-Stage AI Speech-Technology Company sells real-time accent and noise-reduction technology backed by leading investors including NVIDIA, Qualcomm Ventures, and Intel Capital. With deployments across major BPO and contact center operators globally, the company has built a fast-expanding channel of resellers, technology integrators, and enterprise partners. As channel sign-ups accelerated, the partner program was still being run through email threads, spreadsheets, and shared folders, which left partners without a single place to register deals, access enablement, or track their pipeline.
The challenge
Partner managers were manually fielding deal-registration requests and re-keying them into internal systems, which created duplicate records and slowed approvals. Partners had no visibility into the status of their registered opportunities, and enablement content was scattered across drives that were difficult to keep current. Leadership wanted a governed, branded portal that could scale with the channel without adding headcount.
The solution
SiiMPLY7 implemented Salesforce Experience Cloud as a branded Partner Relationship Management (PRM) portal layered on the company's existing CRM data model. The build included deal registration with automated routing and approval, partner-facing opportunity and pipeline visibility, a gated enablement library, and role-based sharing so each partner type saw only the records and content relevant to them. Tight integration with the internal Sales Cloud org meant registered deals flowed directly to channel managers without manual re-entry.
Implementation highlights
What we built.
- Branded Experience Cloud portal with partner-tiered login and navigation
- Deal-registration object with automated routing, duplicate checks, and approval workflows
- Partner-facing dashboards exposing registered opportunity status and pipeline stage
- Gated enablement library with role-based content visibility by partner type
- Sharing model and permission sets governing record access across reseller, BPO, and integrator personas
- Self-service partner onboarding flow with guided profile setup
Results
Partner onboarding cut from three weeks through guided self-service
Reduction in manual deal-registration handling for channel managers
Registered partner pipeline now trackable in real time
Engagement summary
SiiMPLY7 delivered a production Experience Cloud PRM portal integrated with the company's Sales Cloud org, giving partners a single governed destination for registration, pipeline visibility, and enablement. The portal went live with automated deal routing and tiered access, immediately reducing manual channel-management overhead.
What's next
The next phase focuses on richer partner analytics, including performance scorecards and co-sell reporting, plus expanded self-service enablement and certification tracking. SiiMPLY7 is also scoping marketing development fund (MDF) request workflows to support the program as the channel continues to grow.
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