Technology, cybersecurity softwareCybersecurity Software Company
A cybersecurity software company launched a self-service partner portal on Experience Cloud, replacing email-based deal submissions with a structured registration flow and a central hub for partner resources.
A cybersecurity company growing its channel program with system integrators, resellers, and other partners handled deal registration, content sharing, and partner onboarding entirely manually. Partners had no centralized place to submit opportunities or access sales and marketing materials.
The challenge
Partners submitted deals informally with no structured intake or approval process. Sales and marketing materials were scattered across internal tools with no partner-facing home. There was no gated registration process, no way to correlate users from the same company, and no mechanism for partners to formally request engagement or track deal status.
The solution
SiiMPLY7 built an Experience Cloud partner portal with gated registration, a managed approval process, and terms and conditions acceptance on sign-up. Users from the same company email domain were automatically associated to the same partner account. Deal registration forms connected directly to Salesforce opportunity management, a content library gave partners access to sales enablement materials, and lead tracking and performance reporting gave the channel team visibility into partner pipeline.
Implementation highlights
What we built.
- Gated partner portal with registration, T&C acceptance, and approval workflow
- Auto-correlation of users by company email domain to a single partner account
- Deal registration form connected to Salesforce opportunity management
- Content library for sales enablement and co-branding materials
- Lead tracking and partner performance reporting
Results
Partner deals submitted through a consistent, routed process
Partners access sales and marketing content in one portal
The team gains reporting on deal registration and partner pipeline
Engagement summary
SiiMPLY7 replaced an informal, email-based channel process with a gated Experience Cloud portal that structures deal registration, centralizes partner resources, and gives the team pipeline visibility.
What's next
Next phases in view included CPQ scoping to let partners build quotes through the portal, and deeper enablement content such as training modules and certification tracks.
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