A simple UI for maintained focus

Navigating SX is easy and intuitive. Using the sidebar, users can quickly jump to different activity-centric workspaces containing onboarding tours, flow charts, shortcuts, quick lists, and cards linking to frequently visited process steps & documents.

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A simple UI for maintained focus

Sales Partner Management Features

SX provides a comprehensive set of features to manage channel sales and partner networks efficiently and effectively.

Channel Sales Management

  • Approval Workflows (Internal & External)
  • Business Performance Metrics
  • Contract Management
  • Contract Templating
  • DDR & Financial Risk Profiling
  • Due Diligence Reviews (DDR)
  • Internal Business Planning
  • Internal Business Reviews
  • Internal Gap Analysis
  • Internal Go-to-market (GTM) Planning
  • Market Intelligence Gathering & Analysis
  • Organization Dashboards
  • Organization Project & Task Management
  • Organization Reports
  • Partner Performance Benchmarking
  • Project & Task Templating
  • Project Updates Automation
  • Scheduled Reporting
  • Selection & Management Assessments
  • Standard Classification Resources

Partner Portal & Sales Enablement

  • Business Planning
  • Business Reviews
  • Collateral Libraries
  • Document Collaboration & Sharing
  • Gap Analysis
  • Go-to-market (GTM) Planning
  • Lead Distribution
  • Onboarding & Training
  • Opportunity (Deal) Registration
  • Partner Dashboards
  • Partner Project & Task Management
  • Partner Reports
  • Performance Metrics
  • Performance Reviews
  • Performance Scorecards
  • Portal Onboarding Tours
  • Referrals & Commissions
  • Sales Pipeline Management
  • Sales Stages (Standard & Customizable)

Platform & Application

  • Contextual Portal Workspaces
  • Customizable User Workspaces
  • Data Protection Compliance
  • Integration-ready (Webhooks & APIs)
  • List, Calendar, Kanban & Gantt Views
  • Multi-Dimensional Business Data Structures
  • Portal Onboarding Tours
  • Role, User, and Document-based Permissions
  • Scheduled Notifications & Reminders
  • Single Sign-On (SSO)
  • Standard & Customizable Dashboards
  • Standard & Customizable Reports
  • Task & Document Assignment Automation
  • Two-Factor Authentication (2FA)
  • User ToDo & Notes (Personal & Shared)
  • Zero Trust Security Model

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Interested to see SX in action? Want to further discuss?

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