
The Allbound team connected Optimizely to a Partner who helped to create a customized section in our Partner Portal for Partners to track their status against requirements in our partner program, access information on their referral payment details, and view information about the customers they manage on behalf of Optimizely. This has allowed the Optimizely Partner team is fully scale and stop tracking Partner information in Excel, and has allowed our Partners access to data in real-time. The entire Optimizely implementation took less than 4 weeks, including this custom build, and we were able to launch quickly and without any issues. Since our original launch (2 years ago), the Allbound team has been incredibly supportive and great to work with. Allbound is an excellent Partner for Optimizely! Review collected by and hosted on G2.com.
I would like to see Allbound build out more functionality in the portal, similar to the customized tab we created with a partner. It can also be difficult to manage users at scale independently if you need changes, but the Allbound team can handle through their back-end. Review collected by and hosted on G2.com.
Working with the Allbound solution has been so great for our team and partners. The ability to find things easily through the navigation pane has been by far one of the best things for partners. On top of this, they can easily co-brand materials right in the portal which saves time and effort and helps the partner faster for engagement with their clients. With their new release of their analytics partner insights package, we are able to easily track partners progress and engagement within the platform and adjust our strategies accordingly to ensure the best engagement is happening for full success. On top of the platform, the account team we work with has been unbelievable in helping with whatever task, or tweak we want to make within the system. Review collected by and hosted on G2.com.
We currently see no limitations with the Allbound PRM solution. Review collected by and hosted on G2.com.
There are a number of things working with Allbound that made the experience the best? You have very knowledgeable people that work together and deliver a good customer experience. The pre-sale sessions allowed our company to talk with a number of Allbound resources (CSM, CRM Integrator, others) to get a number of questions answered and understand both company roles. Once the deal was signed, we had great project manager help us with all the steps required to prepare us for our Partner Portal Implementation. If we asked a question or needed an explanation, it was responded to in a timely fashion, no chasing it down. Special thanks to Connor, Katie, Ruli, Taylor and Lee.
Second, the integration with our Zoho-CRM was completed as advertised and very timely. This was a key factor decision factor when reviewing various PRM providers. Review collected by and hosted on G2.com.
Overall we were very pleased with the features and functionality. Additional control within the UI to map and control the CRM integration would allow us to be more self sufficient. The Allbound integrations was rapid to respond to all requests though. Review collected by and hosted on G2.com.
Our team loves the ability to customize the user dashboard and upload marketing collateral with conditions. We are able to segment visibility based on content sensitivity and manage multiple groups of users in one platform. Also being able to seamlessly swap out files and images saves us time with collateral that is often updated or replaced. Review collected by and hosted on G2.com.
Since we heavily rely on segmenting our content based on user type, we often update the user visibility setting on various pieces of content. Unlike other settings with bulk editing options, such as tags, we have to edit the individual content to ensure the visibility is accurate. This becomes a cumbersome task with 100+ pieces of content to update or verify. However, once the user segmentation and content visibility are set, there is little to do beyond that point. Review collected by and hosted on G2.com.
The interface is quick to understand and the logic around building the partner experience is easy to capture. Using the WordPress platform allowed us to quickly adopt the platform within both the web team and the partner program team. The onboarding process really demonstrated the Allbound understands the partner community and allowed us to get up and running in just a few weeks. After initial onboarding as questions arose and requests were made the Allbound team continued to be ready to assist. No extra dollars. Just there to help us be successful. Review collected by and hosted on G2.com.
Hard to have any dislikes about the product or company. Review collected by and hosted on G2.com.
I really appreciated how intuitive and flexible the platform was.
We were able to leverage, amongst the wide variety of features they offer, the modules that were most relevant to our company.
In our business, where we count on partner to be both evangelists and implementers of our solutions, Allbound really helped us to enable them by creating a structured environment to share information (e.g., playbooks, technical documentation) and collaborate.
The support we've receive was outstanding Review collected by and hosted on G2.com.
I believe that there could have been more opportunities for seamless integrations with our other documentation systems Review collected by and hosted on G2.com.
I love the flow of sections. As an Admin, it's easy to upload new content, change when necessary, etc. I love having access to making the portal look like we want it to look. Review collected by and hosted on G2.com.
We'd love for a new rep (company not found in Allbound) to be able to complete the necessary information and submit that and at the same time update their user account, or at least have it submitted for our approval. We have worked a way around this to make it as easy as possible, but it still has added more steps than what we had before. No other "dislikes"..it's been great working with the Allbound team so far! Review collected by and hosted on G2.com.
The prospect, pipeline, and collaboration tools are really nice and make it easy to track sales from start to end. The form customization makes it easy to ensure you are capturing exactly what you need to capture for each prospect and deal. The Salesforce integration is also great as it ensures a smooth data transfer between systems, alleviating the need to enter information manually in either system.
I also like that Allbound customized the left menu for us so we could house assets for different roles in different areas. We have a Sales and Marketing area and a Customer Support area. This makes organizing the large amounts of content we have easier and makes it more effective for our users to find the resources they need.
My Customer Success Manager, Cami Samuels, has been amazing at helping me get the portal set up and ready for partners. She is always very responsive to questions and issues. Review collected by and hosted on G2.com.
The Learning Track feature is missing some basic functionality. If the purpose of this part of the portal is to train partners on our product, then it needs to work more like an LMS. It's fine that I can create a Learning Track with various assets assigned to it, but I can't prerequisite tracks. I have no control over the order a user works through the tracks. Then, once a track is complete, I have no way to reset the status in the event the course gets revised, and the user needs to take it again. This makes it hard to communicate updates to users. Also, reporting on the Learning Tracks isn't great. I need to know when a user started the track, how long it took the user to get through the track, how many times the user had to take the quiz to pass, etc. This helps understand either faults in the track or potential issues with the learner that can be addressed. As it is now, as soon as the user accesses the resource, it's marked complete. That's limiting true visibility into the user's engagement. Review collected by and hosted on G2.com.
Allbound creates an easy and simple way to create visibility for our partner's sales pipeline and a quick access to a resource repository. Review collected by and hosted on G2.com.
It lacks features to handle Affiliate Partners like some of the other Partner Portal Competitors have in their tool box. Review collected by and hosted on G2.com.
Allbound provides all the functionality necessary for me to easily manage our partner relationships at scale. I can easily house all our marketing content for our partners and they can co-brand in a few steps. Using dynamic groups I can vary the call to action by partner type and I can easily control which groups sees what content. The integration with HubSpot is flawless and makes it easy for partners to register deals and to quickly and easily set up new partner companies and contacts. All features are simple and easy to use. They did a great job of making a simple software application with lots of power and capability. They were very helpful during the implementation process. Extremely organized with lots of milestone check-ins to make sure expectations were met. Review collected by and hosted on G2.com.
I don’t have any complaints at this time. Perhaps some additional ability to control the look and feel without having to get custom coding would be a benefit but this is a minor issue. Allbound has fulfilled every reasonable request I've sent their way. Review collected by and hosted on G2.com.
The PRM and portal are extremely easy to administer. Allbound staff is responsive and helpful during initial setup and launch to ensure a smooth transition for partners. Training resources are abundant and the portal user interface is visually appealing and easy for partners to navigate. Review collected by and hosted on G2.com.
Since our launch in June 2020, I have had no complaints--especially in comparison to another platform we used to use. Review collected by and hosted on G2.com.
I have loved the interface and how clear it is to navigate. I have also been impressed by how we can break it out based on different partner types, this has been a game changer for our organization. Review collected by and hosted on G2.com.
I wish that the training section allowed you to put in a quiz as a piece of content instead of making you put it at the end of the learning track. Review collected by and hosted on G2.com.
I love working with my CSM she always provides assistance when needed and is always there to help out. Additionally, this product has given us a competitive edge when onboarding new partners. Review collected by and hosted on G2.com.
I will we could organize the content more freely based on the date of upload. Review collected by and hosted on G2.com.
The platform itself is easy to manage and creates a simple way for partners to engage. The platform gives our Partners a simple onboarding process which allows them to get in quick and start training and sales engagements.
The team at Allbound is amazing. They are very responsive and take the time to understand your companies needs. They don't assume to know how you would like your partner program to run. Review collected by and hosted on G2.com.
Making edits to the user interface can't be made on your own, however the Allbound team is so responsive to requests that this doesn't present an issue. Review collected by and hosted on G2.com.
Learning tracks and linking google slides for trainings. IT's easy for partners to find content and for to arrange it in different ways for different learning purposes. Review collected by and hosted on G2.com.
SFDC connection could be better and viewing permissions for partners don't allow for sales people to see each-other's deals. Review collected by and hosted on G2.com.
The Allbound Solution is built in a way that provides a prescriptive approach to adding Deal Registration, Sales Collateral and Product Learning Tracks Review collected by and hosted on G2.com.
I would have added a Certificate after a parter has completed a learning track, I believe this is coming in the next release. Review collected by and hosted on G2.com.
Of all the system vendors I have worked with, Allbound has one of the most responsive and amiable teams I have encountered. From the very beginning, the Implementation Specialists did everything they could, going above and beyond company standards, to help meet our unique challenges and requirements. To this day, I remain immensely grateful and touched by their genuine kindness. Since then, our Customer Relationship Manager and the Allbound Support Team have always been responsive, diligent, and thorough -- Strong integrity and work ethics that are hard to find and very much appreciated! Review collected by and hosted on G2.com.
The platform covers basic requirements in key areas, but without advanced functionality. As our Partner Program rapidly grows, we will need more advanced functionality. If we find ourselves no longer able to grow within the capabilities of the Allbound platform, we may eventually (though reluctantly) need to migrate to a more advanced system. Review collected by and hosted on G2.com.
The ease of use of a partner enabling platform is premium for adoption. Being a global organization it was important to streamline onboarding of partners in a simple manner Review collected by and hosted on G2.com.
Platform and tool can feel a little like point solution versus one stop shop. We're supremely confident AB will grow with us Review collected by and hosted on G2.com.
I like how user friendly the system is. It was easy to get started and quickly implement the system. Review collected by and hosted on G2.com.
I would like an option to hide content when it's being used in a Playbook from other sections of the portal. Review collected by and hosted on G2.com.
The Allbound PRM is incredibly helpful in solving the problem of tracking leads that have been referred from partners. The bi-directional sync that gives transparency into the opportunity is wonderful to share. Also, the ability to provide a full training portal with partner certification is hands down, the easiest solution out there. And finally, the team at Allbound are some of the best people I've had the pleasure to work with. Review collected by and hosted on G2.com.
The backend of managing the content can be a bit confusing at first. But the customer service team will spend as much time with you as possible to get it set up. Review collected by and hosted on G2.com.
I most like the ability to collaborate with partners, especially on deals, and share that data easily between systems. Most partner sales are out of our control and gaining visibility into those deals has been huge for us. And having that data in our CRM is an even bigger difference maker. Review collected by and hosted on G2.com.
Getting partners to engage, even in our portal is not easy. Technology can help with that, but it's a concerted, on-going effort by our team to drive engagement. The smarter we are with our campaigns and incentives, the greater their engagement. I would like to think having more admin-supporting features that directly supported the organization of these efforts. Review collected by and hosted on G2.com.
I worked with several different PRM platforms over the years. Allbound is very easy-to-use, from an internal, back-end perspective as well as Partner perspective. Also, the entire team is super responsive. They have helped us configure our instance so it works best for us and our Partners. Review collected by and hosted on G2.com.
There are a few features that are currently not available that would be helpful to us and our Partners. However, I know they are on the roadmap and I'm excited to see them in action. Review collected by and hosted on G2.com.
Their customer success team is very helpful and really want to make sure you use and customize the portal as you like. I like that they follow up with you just to make sure they've provided the resources and answers you need.
Because it's very customizable if the portal was not set up properly from the beginning, cleaning up data can be time consuming. To offset this - I'm very happy to hear the possible SFDC migration. Review collected by and hosted on G2.com.
I'd like to see more videos and templates on 'how to' because this is very useful for me. It will enable you to do things on your own time without having to make an appointment. Review collected by and hosted on G2.com.