Ready to test your Partner knowledge? Breeze through our study guide and bookmark it for future reference. When you're ready, head on over to take the Partner quiz to become officially certified.
As a BenchmarkONE Partner, it’s a win-win. You get to offer an affordable sales and marketing platform to your clients while also maximizing your ROI with our partner discounts. When you start out you will receive:
Your demo database is the perfect way to showcase BenchmarkONE as your agency’s sales and marketing platform to potential clients. With our co-branding option, your agency’s logo will be in front of clients every time they login to BenchmarkONE creating a seamless brand experience. You can think of your demo database as a mini version of BenchmarkONE:
If your agency focuses on a specific industry or market segment, we recommend setting up a fake industry-related business in your demo database. From there you can create custom fields, tags and lead sources that are highly relevant to your users giving a more hands-on first experience with all that BenchmarkONE has to offer.
Cobrand Your Account Through the Partner Portal
The partner portal is in the upper right hand corner of your demo database.
Your Partner Portal is your BenchmarkONE command center. From here you can:
Your default database can save you serious time when setting up new clients. In this database, you’ll set up anything you’d like ALL of your new clients to have automatically. Once a new account is created, it will include anything that currently exists in your default database, including:
The database is not retroactive so only new accounts will receive new assets you add. This account should strictly be used for duplication as it doesn’t function like a normal BenchmarkONE account.
As a BenchmarkONE Partner, you have the ability to design and manage your own custom email template library for your clients. This is especially useful if you serve a niche and use the same templates for multiple clients.
Any emails you create in your Template Library Database will populate the pre-designed email section of client BenchmarkONE accounts.
Ready to sign up a new customer? In your Default Database, on the right sidebar in your partner portal, you’ll see the “New Account Button.”
Onboarding
With each new account, you'll need to decide whether you will provide training and onboarding or if you’d prefer a BenchmarkONE consultant to do so. If you’d prefer that your clients go through onboarding with BenchmarkONE, there will be a one-time $199 onboarding fee per customer.
Sign-up
When you sign up a new account, be sure to use YOUR name and email address but your CLIENT’S company name. This will make you the account owner, and allow you to activate each new account. In addition it will ensure your invoices are properly-labeled for each client and see all of your client accounts displayed in your single sign-on drop down.
Guide to Your Partner Accounts
Signing Up Clients Through Your Partner Portal
With BenchmarkONE, you can set up intelligent automations and processes that will ensure that you meet your goals and drive ongoing revenue for your clients. When it comes to campaigns, the sky's the limit, but there are a few must-have strategies you should keep in your tool belt.
A campaign is a series of automations that can trigger automatically, like:
With BenchmarkONE’s campaigns, you can set up a traditional email drip campaign, a simple autoresponder, or a more complex workflow. Let’s dig into a few simple scenarios and you’ll be off and running with campaigns in no time.
A contact nurture campaign keeps new contacts engaged and helps them move down the path from “brand aware” to “ready to buy” by sending a series of emails over time.
Here's an example nurture campaign for Gulliver's Travel Agency:
New Contact Nurture Flowchart
Campaigns can also help transition contacts from marketing to sales, and ensure that hot opportunities turn into new customers.
Here's an example:
Nurture Campaign to Sales Campaign Flowchart
Event campaigns send emails around a specific event date. It’s perfect for triggering time-sensitive emails around events like:
Here's an example from Gulliver's Travel Agency's Webinar:
Webinar Reminder Campaign
Tag Rules can help dynamically segment your contacts and help sales reps connect with your hottest prospects.
Intelligent Tag Rules allow you to:
Here's an example of how Gulliver's Travel Agency uses Tag Rules:
Tag Rule Campaign
Pass the certification quiz to get tons more Partner perks designed to help your agency grow.
Partner Resource Center
With all of the assets available to you in the Partner Resource Center, you can seamlessly market BenchmarkONE alongside your other marketing services.
Get More Exposure
There are endless ways to share your BenchmarkONE Partner status across your channels. We recommend:
BenchmarkONE Marketplace
Our marketplace gives your agency a simple platform for connecting with BenchmarkONE customers who need services. When a BenchmarkONE client needs a referral, we send them a link to the marketplace. Not getting listed means you could be missing out on warm leads.
Within your listing in the BenchmarkONE Market, you can grow your customer base by listing your core specialities, setting your budget and getting reviews to boost your placement in the marketplace.
Depending on your agency’s ideal buyer, you’ll want to decide how to package your other services along with BenchmarkONE to fit their specific needs. Bundling BenchmarkONE alongside other services you offer such as SEO, content creation and website optimization is an easy way to use BenchmarkONE as a value-add for your customers.
Sample Bundles & Example Pricing
Lead Gen Package
Content Creation
Website Optimization
It is important to consider everything you will need to set up for your clients when they signup:
Based on your contract, the initial start-up cost can be amortized over the length of your relationship or set up as a one-off (such as a $1000 one-time fee).
Onboarding Package
Depending on your agency’s ideal buyer, you will want to decide how to package your other services along with BenchmarkONE to fit their specific needs.
You may offer full “do it for you” services, where the client never logs into BenchmarkONE. This is often ideal for larger clients with a bigger budgets. They may have a separate CRM that they’re already use and are looking to you for marketing automation or inbound services.
For clients who want to use BenchmarkONE as their CRM, you will need to onboard them or have them onboard through a BenchmarkONE Consultant for a $199 one-time fee. In this scenario, you may be developing the content for the emails and campaigns and assisting with set up (like importing, embedding forms and webpage tracking) alongside your other service offerings.
There's still so much to learn! Other great resources to check out:
Ready to get certified? Proceed to the Partner Certification Quiz to earn your stripes and start marketing your agency as a BenchmarkONE Certified Partner!