Case Studies

Solution Use Impartner PRM Platform Connections Impartner has significantly improved AvePoint's time savings and productivity across several areas. Partner onboarding now takes just seconds for most partners using click-through agreements. Asset distribution is now centralized and streamlined, allowing assets to be created once, translated into multiple languages, and eciently distributed. This process cuts time by 90% and enables tracking of asset usage to focus on the most eective resources. Additionally, out-of-the-box training has reduced partner training and certification time from weeks to just 2-3 hours, saving substantial time and resources. Solution AvePoint chose Impartner's PRM solution to quickly establish a functional partner platform within six months, aligning with their CEO's strategic focus before their IPO. Impartner was selected primarily due to its ability to meet critical technical require- ments, including seamless integration with Microsoft Dynamics CRM, which was a key priority in the decision-making process. Our out-of-the-box functionality met their tight timeline requirements. Impartner created a functional specification document to map all program compo- nents to the portal's modules, outlining what was possible, what wasn't, and how technical elements like syncing, training, SSO, and data monitoring could be achieved. This document served as a strategy guide and configuration manual, evolving into a project management plan with a detailed board for tracking progress. The initial rollout focused on core features such as deal registration, SSO to an external LMS for training, branding, and assets, with additional features planned for the next phase. AvePoint faced the added challenge of launching in five languages—English, Japanese, German, Spanish, and Dutch—requiring the creation, translation, and integration of assets, content, and systems. The Impartner ready-to-use modules accelerated the rollout, while the superior customer success and implementation support ensured the delivery of a seamless setup of these specifications driven by the deadline. AvePoint values the ability to use click-through partner agreements for speed and eciency, the asset library is critical for enabling self-service for their partner ecosystem, and the flexibility of custom objects, allows for innovative uses like developing a case management system to handle customer requests from partners outside of standard workflows. • CRM Sync: easy, self-configurable integration • Dynamic Forms & Workflows: scalable partner management • Deal Registration: accurate pipeline management • Asset Library: unlimited digital asset management • Analytics: performance analytics and reporting • Content Management: personalized messaging & segmentation tools • Single Sign On: to an external Learning Management System (LMS) Outcome " Impartner has enabled us to unlock the untapped potential of our channel, equipping our sales teams with the right tools to provide the best partner experience." Sam Valme, Senior Director, US Channel Sales © 2025 IMPARTNER. All rights reserved. HQ: +1 (801) 501-7000 | Paris: +33 (0) 1 87 16 73 86 | London: +44 (0) 204 576 9682 Addressing these challenges enabled AvePoint to double the number of partners onboarded within the first year, improve partner retention rates, enhance operational eciency through automation, and gain better visibility into partner activities. By integrating their Partner Relationship Management (PRM) platform with their Microsoft Dynamics CRM system for two-way communication, they established a more predictable and scalable partner ecosystem, supporting more aggressive hiring partner develop- ment managers and partner recruitment eorts.

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