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.

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.

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.