PRM
Recruit, onboard, and grow your partner network with Suger PRM — partner portal, deal registration, training, journeys, and commissions.
📄Navigate the Partner Console
Find your way around the Partner Console so you know where to go at each stage of a partner relationship.
📄Complete Partnership Profile
Set up the profile partners see when they view your company in Suger — your identity, relationship type, capabilities, portal URL, and access settings.
📄Brand Settings
Brand settings control how your company appears to partners — your logo, brand colors, and an optional tagline.
📄Partner Portal Login Page
Give partners a branded way to sign in to your Partner Portal with a custom login page.
📄Partner Registration Form
Instead of inviting partners one by one, let prospective partners apply through a registration form on your website. Suger builds and hosts the form for you, then gives you a unique link and embedd…
📄Set Up and Manage Commission Plans
Commission settings control how much partners earn and under what terms — a referral fee, a reseller margin, a co-sell split, or a finder's fee.
📄Partner Tiers
Create levels within your partner program so you can recognize partners differently based on their engagement or success.
📄Set Your File Sharing Defaults
Define who can access each file category by default, so every new file you upload to Partner Files starts with the right sharing setting automatically.
📄Add Portal Users
Give your teammates access to the Partner Portal, either automatically through single sign-on or with a manual invite.
📄Sync Partners from Salesforce
If your partner companies already exist in Salesforce, you don't have to re-enter them into Suger — pick which Salesforce accounts count as partners and they'll appear automatically in Partner Disc…
📄Register a Deal with a Partner
Register a deal when a customer needs to buy through a partner instead of directly from you — for example, when a prospect requires purchasing through a specific reseller.
📄Track and Respond to Deals
Every deal registration, whether you submitted it to a partner or received it from one, appears in your Partner Co-Sells list, where you can track its progress, review its details, and respond to i…
📄Submit a Deal Registration (Partner)
Register a new deal in a partner's branded Suger PRM portal, add the collaboration details you need, and track the co-sell opportunity after you submit it.
📄Invite Partners
Invite a single partner or bring in many at once from a CSV file, with Suger drafting the outreach email for you based on the purpose, tone, and context you provide.
📄Track Partner Collaborations
Track every partner invitation you send and manage pending invites from one place.
📄Partner Discovery
Discover and invite partners without leaving Suger, using AI-assisted recommendations or partner companies you already track in Salesforce.
📄Build a Partner Training Course
Use the course builder to create partner training on positioning, pricing, or product knowledge — either by building lessons directly in Suger or by uploading an existing SCORM package.
📄Partner Certifications
Certifications help partners prove they've completed your training and let you track who's qualified to sell or support your product.
📄Share and Monitor Partner Training Courses
Publishing a course doesn't automatically make it visible to partners. Before anyone can enroll, choose which partner organizations can access it, then track their progress as they complete the tra…
📄Take a Partner Training Course
When a partner shares training with your organization, it shows up in your Training tab. Use it to get your team up to speed on positioning, pricing, or product knowledge, without waiting on a live…
📄View Your Team's Earned Certificates
Review the certificates your team has earned from completed training courses, check whether each one is active or expiring, and download a copy when you need it.
📄Create and Assign Partner Journeys
Build reusable, step-by-step playbooks that guide partners through onboarding and other key milestones, then assign them to partners and track progress from one place.
📄Track Journey Progress
Once a journey is assigned to a partner, use it to track where they stand, mark steps complete as they finish them, and manage the journey itself over time.
📄Track Your Assigned Partner Journey
Follow the onboarding and program journeys your seller assigns to you, read your progress at a glance, and know what's expected at each step.