Partner performance management
Know which partners will hit the number while the quarter is still open. Set goals on any metric in your CRM, see who is on pace and who is behind, and show every partner their own numbers. Reports, dashboards and QBR prep read the same data your revenue team reports on.
Cumulocity went from 0 to 20% of deals partner-sourced in 15 months.
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What is partner performance management?
Partner performance management is how a vendor sets targets for partners, tracks progress against them and acts on the gap. In Introw, goals, partner analytics, reports and dashboards all compute from live HubSpot or Salesforce data. Partners see their own progress in the portal, so both sides read the same numbers.
By the time the quarterly review shows a miss, the quarter is gone
Partner numbers that live in spreadsheets arrive too late to change anything.
Without Introw
With Introw
From the target to the conversation with the partner
One chain on one set of CRM numbers: set the goal, track the pace, show the partner, act on it, review together.
Turn partner targets into numbers that track themselves.
Partners perform to a number they can see, and a target in a spreadsheet moves nobody. Goals count or sum whatever your CRM already holds, so you know who to chase and who to recognise while the quarter is still open.
Closed revenue, open pipeline, deals, leads shared, tickets resolved or certified people.
The same target per tier, a custom target per partner, or one per segment, so APAC and EMEA resellers can carry different numbers.
A frequency from one-time to yearly, on your fiscal calendar.
A partner who is going to miss shows up in week two, not at the QBR.
Halfway through a quarter, 40% of target is not 40% done. It is behind. Introw scores every partner against the time elapsed, so your team spends its week on the partners who can still hit the number.
Achieved at 100% of target, on track within 5% of the expected pace.
Behind at 5% to 50% off the pace, critical past 50%.
Nudge from the goal's page, or automate the chase with a dynamic segment and a workflow.
Give partners a reason to push this quarter: the next tier and what it pays.
A goal is the first step on a partner's growth path. Tie it to a tier and partners see exactly what the next level takes and what it pays. You keep the final say on every promotion.
Add a goal as a tier requirement, and partners see live progress toward the next tier.
Commission rates can target a tier, and on HubSpot tier discounts set the price partners quote.
Promotions run through a workflow or a manual or bulk tier change, never on the goal alone.
Answer "how much did partners source?" in minutes, not after a ticket.
Your partner team builds reports without SQL or a BI project, on the same CRM records your revenue team reports on. Partner revenue then stands next to direct revenue in every leadership review.
CRM deals, contacts and companies next to engagement, assets, certifications, commissions and MDF.
Roll up fields like ARR or sourced revenue, split by region, tier, phase or partner manager.
Arrange saved reports on dashboards, and embed any dashboard in a partner's portal.
Prep the QBR in one question, not one afternoon.
Partners go quiet before they leave. Each partner's overview shows revenue, engagement, top deals and goal progress, and Introw AI assembles the QBR from live data, so your managers spend the prep time on the plan.
Engagement metrics flag partners whose activity has dropped.
Ask Introw AI, or Claude or ChatGPT over MCP, to prep a QBR: pipeline, goals, activity, commissions and open tasks.
The partner sees the same numbers in their portal, so the review is about the plan.
Everything you need to run a partner program, in one place
Performance data is what the rest of the program runs on. These are the parts of Introw that feed the numbers and act on them.
Partner goal tracking
Goals count or sum live CRM data per tier, partner or segment, with a pace status on every partner.
Partner reporting and dashboards
Build reports on CRM deals next to engagement, commissions and MDF, and arrange them into dashboards.
Deal registration and channel conflict
Partner analytics reads the partner-attached pipeline from shared deals, so every registered deal shows up in that partner's numbers.
Partner workflow automation
Build a dynamic segment on the same CRM data as a goal, and a partner entering it starts a workflow that chases them.
Partner commissions and SPIFFs
Earned commission lines roll into partner analytics, so each partner's revenue and payouts report side by side.
AI agents
Ask Introw AI to prep a QBR from live pipeline, goals, activity, commissions and open tasks. It also lists who is closest to the next tier and what they still need.
Run partner performance from your AI assistant
Ask about performance from Claude, ChatGPT or any assistant that supports MCP, with the same permissions as in Introw.
Built into HubSpot and Salesforce
Run another CRM? Connect it through the API or Zapier, or start without a CRM and add one later.
Introw for HubSpot
Introw reads and writes your own HubSpot objects and properties, custom objects included, so there is no second partner database. Partners register and co-sell on native deals, and your reps work with them from the Introw card on the record. Rated 4.9 on the HubSpot Marketplace.
Introw for Salesforce
Introw runs on Salesforce as the system of record, with two-way sync, custom-object mapping and field-level control. Partners are portal users, never Salesforce users, so no Experience Cloud build and no external seats. Your reps get partner context and actions in the Introw panel on the record. Listed on Salesforce AgentExchange.
One program for every partner motion
Run every partner type side by side. Each gets its own experience, forms, goals and rules, on the same CRM records.
Referral partners
Refer in seconds from any channel, see deal progress, get paid referral rewards.
Resellers and VARs
Deal registration that protects margin, quotes on HubSpot, certification and tiers.
MSPs and MSSPs
Registration, certified engineers, renewals and recurring commission.
Distributors and two-tier
Credit for the reseller and the distributor on one deal, and scoped access to their network.
Co-sell and technology partners
The live CRM deal without a seat, account overlap, shared tasks and MDF.
Implementation partners and SIs
A clean handoff on the won deal, go-live tasks and certification.
Affiliates
Tracked links, live earnings, payouts without an invoice.
Why teams choose Introw
Most teams are choosing between four options: keep it manual, lean on a general AI assistant, buy a legacy PRM, or run Introw. Here is how they compare where it matters.
Introw connects to the tools your team and partners already use
CRM
HubSpot and Salesforce, two-way on your own objects and fields.
Chat
Slack, Microsoft Teams and WhatsApp. Partners register deals, get updates and ask questions in the channel they already watch.
AI assistants
Claude, ChatGPT and any assistant that supports MCP, for your team and your partners, under the same permissions.
Payouts and billing
Introw Pay for partner payouts; Stripe and Chargebee feed commissions from billing data.
Data and account mapping
Crossbeam overlaps inside Introw, Power BI embedded with per-partner row-level security.
Agreements and automation
DocuSign for agreements as an onboarding step, Zapier and a versioned REST API for the rest.
Built for every role on your partner revenue team
Channel Partner Manager
CRO
RevOps
Partner Marketing Manager
What Introw customers say
"Partner activity jumped from 20% to 70%. It molds to how we work, and that shows up directly in engagement."
"We went from 10 partners to over 200 in a year. Introw gave us the structure to scale that fast without adding headcount."
"3,5x growth in partner activity, great partner experience, amazing support and flawless HubSpot integration."
Introw fits your program at every stage
The same platform runs a first program and a global channel, so you start where you are and never re-platform.
Launching a program
You are moving off spreadsheets, often as a team of one. You go live in weeks with no implementation project: deal registration, a branded portal, onboarding and content, configured by your team.
Scaling from tens to hundreds of partners
You run several motions at once. Segments, tiers, MDF, commissions and workflows run on one platform, and your team ships changes the same day without a consultant.
Enterprise and global channel
Thousands of partners across regions and teams. SAML and OIDC SSO, SCIM, role-based access with record scoping, multi-step approvals, multiple currencies and languages, and a white-label portal on your domain.
Pricing that stays predictable as you grow
The whole product at the scale of one partner, with no time limit and no credit card.
Invite as many of a partner's people as you like.
CRM-only roles that need partner context in HubSpot or Salesforce do not take a seat.
MCP for Claude, ChatGPT and your partners' assistants is not an add-on.
Your partner team configures forms, portals, tiers and workflows without code.
See Introw on your own CRM
Bring your HubSpot or Salesforce, and we will show you your partners, deals and attribution live in Introw in one call. Live in weeks, owned by your team.
Frequently asked questions
Partner performance management sets targets for partners, tracks progress and acts on the gap. In Introw, goals compute from live HubSpot or Salesforce data and score each partner on pace: achieved, on track, behind or critical. Partners see their own goals in the portal, and reports and dashboards cover the rest of the program.
Anything your CRM holds that you attribute to partners. A goal counts CRM objects or sums a property: closed revenue, open pipeline, deals, leads shared or tickets resolved, and goals can also track certifications. Reports add engagement, asset views, commissions and MDF, and any field rolled up onto the partner account.
Yes. You publish a goal and each partner sees their own progress against the target in the portal, updated as CRM data changes. They can also get a dashboard scoped to their own numbers, such as revenue, deal count, average deal size and sales cycle.
Yes. A goal can carry the same target per tier, a custom target per partner, or a target per segment, and segments can filter on region or motion. Resellers can be measured on revenue, referral partners on leads shared and implementation partners on tickets resolved or certifications.
Add a goal as a requirement on a tier, and partners see live progress toward the next tier. Commission rates can target a tier or segment, and tier discounts set partner pricing in CPQ on HubSpot. Meeting a goal does not promote a partner on its own: a workflow or your team makes the tier change.
Ask Introw AI to prep a QBR for a partner. It pulls pipeline, goals, activity, commissions and open tasks from live data, and you can run the same request from Claude or ChatGPT over MCP. The partner sees the same numbers in their portal, so the review starts from agreed figures.
See AI-Native PRM in Action
Connect HubSpot or Salesforce on the free plan: the whole product at the scale of one partner, no time limit, no credit card.
