Technology, graph database softwareGraph Database Software Company
A mid-size graph database software company replaced an email-based deal approval process with a self-service partner portal built on Experience Cloud.
A mid-size graph database software company managed a small but strategic partner network of system integrators, resellers, and OEMs that drove a meaningful share of revenue. Partner onboarding, content sharing, deal approvals, and training were all handled manually, often through a single inbox. The company engaged SiiMPLY7 to build a Partner Relationship Management portal so it could grow partner business without adding overhead.
The challenge
Deal registration ran entirely through email, with the head of partnerships personally approving or rejecting each opportunity. Partner training lived in static slide decks with no way to track completion or award accreditation, and there was no central place for partners to register, access content, or submit deals. The company wanted to scale its partner program while keeping its own Salesforce pipeline private from partners.
The solution
SiiMPLY7 implemented a Partner Relationship Management portal on Experience Cloud as the single entry point for the partner network. The build delivered gated registration, a managed content library, and a structured deal registration flow with custom qualification fields that routes submissions to internal approvers and syncs accepted deals into opportunities. A Learning Management System integration added online training, quizzes, and certification, with reports and dashboards giving the partnerships team visibility.
Implementation highlights
What we built.
- Experience Cloud partner portal with gated registration for partner contacts
- Content library giving registered partners access to readable and downloadable materials
- Deal registration flow with custom qualification fields routed to internal approvers
- Accepted registrations synced to opportunities while keeping the internal pipeline private
- Learning Management System integration for partner training, quizzes, and certification
- Reports and interactive dashboards for the partnerships and revenue operations team
Results
Partner deal submissions moved from a single inbox to a structured, routed portal flow
Static slide-based training replaced with trackable online courses and certification
Registration, content, deal reg, and training unified in one portal
Engagement summary
SiiMPLY7 delivered a working Experience Cloud partner portal covering registration, content, deal registration, and LMS-backed training, validated through user acceptance testing and deployed for the partnerships team.
What's next
Planned later phases include distributing marketing development funds through the portal and surfacing post-registration analytics to partners, with room to expand content and certification paths.
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