Dealer Advisory Council
Run dealer and distributor councils with organized participation and follow-up.
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Partner Advisory Council
Hear from your partners before you change the program
Use a partner advisory council to bring channel leaders into structured advisory discussions and follow-through.
Invite partners who represent your channel
Select council members by tier, region, and specialty, so every important partner voice is heard.
Get more useful input
Improve each meeting by sharing agendas, pre-reads, and discussion threads with members well in advance.
Show partners their input matters
Report back on the changes you made to keep council members committed and engaged over time.
✓ SOC 2 Type IITrusted by 300+ brands
The team has helped us scale the referral program to multiple markets including US, Japan, Australia, Singapore.
As a trusted partner, the Nextbee team has consistently delivered reliable and responsive service in support of Just Energy's digital gift card program.
NextBee delivered the right platform and the right partnership. Their comprehensive solution and collaborative approach helped us grow participation from an original goal of 10% to 35% of our customer base.
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Your vision. A program built around it.
An ROI positive program is not just a buzzword, but a commitment we stand by.
Solutions tailored to your needs
Win more VAR and MSP deals with tiered rewards
Design reseller incentive programs that reward VARs and MSPs for registered deals, certifications, and closed revenue, with tiers that unlock better benefits. Resellers put your products first because every qualified deal moves them closer to the next reward.
- Tiered partner program
- Deal registration software
- VAR rewards program
- MSP partner incentives
Give every partner one branded place to work
Bring deal registration, training, co-branded assets, and reward balances into one B2B partner portal with role-based content for owners, sales reps, and engineers.
- Branded partner hub
- Role-based content
- Claim status views
- Partner engagement platform
Activate new resellers in their first 90 days
Guide new partners through agreements, product training, portal setup, and a first registered deal with activation checklists and milestone rewards.
- Activation checklists
- First-action milestones
- Partner onboarding software
- Partner recruitment software
Certify partner teams on every product line
Build a partner certification program with learning journeys, quizzes, and badges that unlock tier benefits and deal registration perks. Certified partners sell with confidence and close larger deals.
- Learning journeys
- Partner learning platform
- Milestone rewards
- Completion reporting
Help partners market your solutions locally
Equip partners with through channel marketing automation, approved co-branded partner campaigns, and market development funds tied to proof of execution. Your message reaches more buyers, and every MDF dollar shows a return.
- Co-branded campaigns
- MDF claims management
- Approval paths
- Partner reporting
Turn deal registration into friendly competition
Launch deal reg SPIFFs, partner sales gamification, and quarter-end missions with leaderboards ranked on verified CRM data. Partner reps register more opportunities, giving sales earlier visibility into every deal.
- Deal reg SPIFF
- Activity missions
- Reseller leaderboard software
- Channel partner gamification
See which partners and programs drive revenue
Compare partner scorecards, registered deals, certifications, and incentive spend by tier and region with channel partner analytics. Leadership sees channel incentive ROI, and budget follows the partners who grow.
- Partner scorecard software
- Segment reporting
- Channel incentive ROI
- Milestone tracking
Design a partner program that fits your channel
Work with NextBee on channel incentive program design, tier structures, and partner advisory council meetings that shape your roadmap. The program launches with a proven plan and partner input from day one.
- PRM software alternatives
- Tier structure design
- Partner advisory council
- Rollout planning
Connect partner incentives to Salesforce
Sync Salesforce partner incentives with opportunity stages, Experience Cloud partner records, and renewal milestones so rewards trigger from real CRM data. Manual claim reviews disappear, and partner and sales data stay in step.
- CRM event triggers
- Experience Cloud partner rewards
- Partner renewal incentives
- Activity writeback
- Docebo training rewards
Push dealer volume with stair-step bonuses
Structure manufacturer dealer incentives with volume bonus rules, growth targets, and stair step dealer incentive tiers that show progress toward each threshold. Dealers order more of your lines because the next bonus is always in sight.
- Volume bonus rules
- Growth targets
- Channel incentive management
- Dealer loyalty program
Reach distributors and their dealers in one program
Extend two tier channel incentives through distributor sponsor workspaces that enroll downstream dealers and sales reps under your brand rules. Every tier sees the same program, with budgets owned by the right sponsor.
- Sponsor workspaces
- Downstream enrollment
- Tier permissions
- Distributor incentive program
Bring new dealers up to speed fast
Welcome new dealers with a dealer onboarding program that covers account setup, product training, and a first qualifying order. Reps spend less time chasing paperwork as new dealers start selling sooner.
- Account setup checklist
- Product training paths
- First-order milestone
- Dealer recruitment program
Sharpen dealer product knowledge
Teach dealer staff through interactive guides, scenario quizzes, and dealer certification program milestones. Sales staff explain your products accurately and sell with more confidence.
- Guided product paths
- Scenario-based learning
- Dealer certification program
- Content approvals
Manage co-op funds without spreadsheets
Track co-op advertising, dealer advertising reimbursement, and MDF requests with documented spend, approval thresholds, and budget allocations. Reimbursements arrive faster, and you see what every shared dollar delivered.
- Funding request forms
- Execution evidence
- Co-op funds management
- Budget allocations
Spark sales contests between branches
Stage branch sales competitions and distributor sales contests with team scoreboards, shared milestones, and reward caps. Branches push harder during slow months, and top teams earn public recognition.
- Team scoreboards
- Shared milestones
- Dealer gamification platform
- Reward caps
Prove what each dealer incentive returns
Measure dealer volume, product mix, and incentive cost per account, and flag duplicate or unsupported claims before rewards go out. Finance trusts the numbers because budgets reward real sales.
- Duplicate claim checks
- Partner activity views
- Campaign comparisons
- Incentive claim audit
Hear from dealers before you change the program
Organize a dealer advisory council with member groups, pilot invitations, and action tracking. Changes land well because dealers helped shape them.
- Dealer member groups
- Meeting participation
- Pilot invitations
- Action tracking
Qualify dealer rewards with NetSuite data
Feed NetSuite transactions, account data, and distributor rebates into incentive eligibility rules, with results written back to your CRM. Rewards match invoices exactly, and nobody re-keys sales data.
- Transaction event feeds
- Partner account mapping
- ERP partner incentive integration
- Purchase eligibility
- Program outcome views
Reward contractors for every registered install
Credit registered equipment, verified installations, and training through an HVAC contractor rewards program that also covers plumbing contractor incentives. Contractors choose your brand on the next job because points add up quickly.
- Registered equipment
- Installation evidence
- Installer loyalty program
- Plumber loyalty program
Put the pro hub on every contractor's phone
Equip contractors with a mobile-ready portal to register equipment, upload invoices, check reward balances, and download spec sheets. Jobs keep moving because program tasks happen on site, not after hours.
- Mobile registration
- Invoice upload
- Reward balances
- Spec sheet library
Ready new installers before peak season
Enroll new contractors with a short checklist covering company profile, product training, and a first registered install, timed before summer and winter peaks. Installers are ready to earn when demand arrives.
- Pro profile setup
- Seasonal activation
- First-install milestone
- Welcome bonus
Train technicians on new equipment
Deliver installer training on new systems, refrigerants, and controls with quizzes and certification badges that unlock higher reward tiers. Crews install correctly the first time, which cuts warranty callbacks.
- Training milestones
- Certification badges
- Tier unlocks
- Partner product training
Promote your brand through local dealers
Supply co-branded flyers, social posts, and seasonal promotions that dealers customize within brand rules, backed by co-op funds. Local dealers market your equipment more often and more consistently.
- Co-branded templates
- Seasonal promotions
- Co-op claims
- Brand approvals
Boost sell-in with seasonal HVAC SPIFFs
Time an HVAC SPIFF program to high-efficiency units with campaign windows, leaderboards, and instant rewards for verified sales. Premium systems sell faster during the months that matter most.
- Timed campaign windows
- Contractor leaderboards
- Premium unit SPIFFs
- Instant rewards
Find contractors with premium sales potential
Rank contractors by registrations, product mix, and reward costs across territories and distributors. Field reps focus on the contractors with the most growth potential.
- Contractor scorecards
- Territory views
- Product mix reports
- Reward cost tracking
Launch a contractor program without new headcount
Partner with our specialists on program design, reward catalogs, and claim reviews, with distributor sponsors brought in from the start. Contractors join quickly, and your team stays lean.
- Program design support
- Reward catalog setup
- Claim review queues
- Distributor coordination
Validate installs with warranty and distributor data
Pull warranty registrations, distributor sales, and contractor accounts into the program through flat-file feeds or the API. Install claims validate automatically, catching fraud before rewards go out.
- Warranty registration feeds
- Distributor sales data
- CRM sync
- Serial number validation
- Single sign-on
Earn builder loyalty across your product lines
Create a building products loyalty program that rewards builders, remodelers, and lumber dealers for qualified projects and product purchases. Specifications for your products repeat because rewards grow with every job.
- Project qualification
- Product eligibility
- Lumber dealer loyalty
- Builder rewards program
Show trade pros their rewards in one place
Gather trade account views, project registrations, reward balances, and product resources into one trade rewards platform. Pros check progress in seconds and keep buying through your dealers.
- Trade account views
- Project registration
- Reward balances
- Product resources
Turn new trade accounts into repeat buyers
Greet new contractors and stockists with a profile checklist, a product sampler, and a bonus for their first qualifying purchase. First orders turn into steady accounts sooner.
- Trade member profiles
- First-purchase bonus
- Stockist loyalty program
- Reminder rules
Prepare pros to install and specify your products
Provide installation guides, product quizzes, and certification paths for contractors and dealer counter staff. Counter staff recommend your products by name, and installers deliver better results.
- Installation guides
- Product quizzes
- Certification paths
- Counter staff training
Stock dealers with ready-made local campaigns
Distribute co-branded campaigns, showroom materials, and building materials dealer incentives for promoting your product lines. Brand presentation stays consistent in every local market.
- Co-branded campaigns
- Showroom materials
- Partner marketing concierge
- Co-op funding shares
Make the building season competitive
Post seasonal missions for builders and dealers, such as trying a new product line or hitting a project count, with leaderboards and bonus multipliers. Participation climbs during the busiest months of the year.
- Activity missions
- Targeted multipliers
- Partner leaderboards
- Seasonal campaigns
Track trade loyalty by region and product
Monitor repeat purchases, product adoption, and reward costs across trade members, dealers, and regions. Weak products and strong dealers stand out at a glance.
- Repeat purchase goals
- Regional reports
- Product adoption views
- Reward cost tracking
Protect trade claims from day one
Rely on NextBee for program design, reward catalogs, and claim reviews, including tradesperson rewards scheme structures. The program goes live faster with clean claims from the start.
- Program design support
- Reward catalog setup
- Claim review queues
- Tradesperson rewards scheme
Automate purchase qualification with ERP data
Import dealer sell-through, ERP orders, and receipt uploads to qualify purchases automatically. Trade members see accurate balances, and spreadsheets disappear.
- Dealer sell-through feeds
- ERP order events
- Receipt scanning
- CRM sync
- Single sign-on
Lock in seed and equipment commitments early
Schedule an agricultural dealer incentive program with seasonal windows, product participation rules, and reward tiers for seed, crop protection, and equipment lines. Commitments to your products arrive earlier in the season.
- Seasonal program windows
- Channel loyalty program
- Reward schedules
- Seed dealer incentive program
Simplify program tracking for Ag retailers
Combine early-order programs, sales claims, reward balances, and agronomy resources in one portal for dealers and Ag retailers. Statements stop piling up because every program lives in one view.
- Ag retailer loyalty program
- Early-order tracking
- Claim status views
- Agronomy resources
Sign up new dealers before planting
Set up new dealers with territory assignments, product training, and an early-order milestone that rewards commitment ahead of the season. Contributions start in the first season, not the second.
- Territory setup
- Product training
- Early-order milestone
- Activation tracking
Equip dealer agronomists for every product
Share product trials, agronomy modules, and quizzes that dealer staff complete for points and certifications. Growers get better advice, and your products win more acres.
- Agronomy modules
- Product trial results
- Learning milestones
- Certification badges
Sponsor field days and grower events
Fund dealer field days, grower meetings, and local ads through co-op and MDF programs with clear claim evidence. Visibility stays high at the farm gate.
- Co-op advertising
- Event funding requests
- Execution evidence
- Budget allocations
Reward early orders with seasonal challenges
Open early-order challenges, product-mix missions, and dealer leaderboards that close before each planting season. Locked-in volume improves your production planning.
- Early-order challenges
- Product mix missions
- Dealer leaderboards
- Reward caps
Measure program impact by season and territory
Break down sales, product participation, and reward costs by dealer segment, territory, and season. Adjustments happen before the next season, not after.
- Dealer segments
- Territory reports
- Season comparisons
- Incentive ROI views
Match programs to the Ag calendar
Map incentives to planting, harvest, and early-order windows, and gather input through a dealer feedback program. Programs land at the right moment for dealers and growers.
- Seasonal program planning
- Dealer feedback program
- Reward schedule design
- Claim reviews
Link dealer reporting, ERP, and CRM data
Load dealer sales reports, ERP shipments, and CRM accounts into incentive rules via secure file transfers. Dealers see accurate statements without delays.
- Dealer sales reports
- ERP shipment feeds
- CRM sync
- Secure file transfer
- Single sign-on
Drive dealership sales toward priority models
Score dealerships on sales, service, and CSI through an automotive dealer incentive program with clear claim approvals. Dealerships focus on the models and metrics you care about most.
- Dealership scorecards
- Claim approvals
- Dealer CSI incentive program
- OEM dealer rewards software
Tailor the portal to every dealership role
Present sales consultants, service advisors, technicians, and managers with the campaigns, training, and rewards that apply to their role. Staff act on the right programs without digging through emails.
- Role-based content
- Campaign milestones
- Reward balances
- Program notifications
Get new dealership staff selling sooner
Walk new hires through product training, program enrollment, and a first qualifying sale with progress tracking and welcome rewards. High turnover hurts less when new staff ramp quickly.
- New hire checklists
- Product training
- First-sale milestone
- Welcome rewards
Recognize technicians for every certification
Reward service technician certifications, training milestones, and master technician recognition through a dealer technician incentive program. Skilled technicians stay with your dealers, and service quality improves.
- Certification milestones
- Technician profiles
- Master technician recognition
- Dealer network views
Keep dealer advertising within brand rules
Approve co-op advertising, digital campaign kits, and local event funding so dealers promote new models within OEM guidelines. Local ads stay on brand, and co-op claims settle faster.
- Co-op advertising
- Campaign kits
- Brand approvals
- Claim evidence
Power model launches with dealer SPIFFs
Kick off an automotive dealer SPIFF program and dealer product launch incentives with first-sale milestones and dealership leaderboards. New models gain momentum in their first quarter.
- Launch task sequences
- First-sale milestones
- Dealership leaderboards
- New product SPIFF
Compare dealer performance across the network
Report sales, CSI, training completion, and incentive spend by dealership, region, and role. Regional managers coach the dealers who need it, with data behind every conversation.
- Regional comparisons
- CSI trends
- Incentive spend reports
- Dealership sales incentive management
Hand off complex dealer administration
Delegate claim reviews, reward fulfillment, and reporting to our channel incentive specialists while you keep approval control. Your team focuses on dealer relationships, not administration.
- Claim review queues
- Owner approvals
- Reward fulfillment
- Managed channel incentive program
Connect DMS, CRM, and OEM systems
Map sales, repair orders, and CSI results from dealer management systems and your CRM to incentive rules. Faster validation shortens reward cycles.
- DMS event feeds
- CRM sync
- CSI data mapping
- Partner record mapping
- Single sign-on
Pay associates for selling your products
Build a retail SPIFF program that rewards sales associates for qualifying consumer electronics sales, with proof-of-sale capture and store-level rules. Associates recommend your brand first because rewards arrive immediately.
- Retail staff enrollment
- Proof-of-sale capture
- SPIFF management software
- Consumer electronics SPIFF program
Fit the program into every associate's shift
Open a mobile portal where associates enroll, submit sales, complete training, and redeem rewards in minutes between customers. Participation stays high because the program fits into a shift.
- Mobile enrollment
- Sales claim capture
- Reward redemption
- Store notifications
Enlist new associates at every store
Invite new store staff with QR codes at the counter, a short training path, and a bonus for their first verified sale. New hires sell your products from week one.
- QR enrollment
- Short training paths
- First-sale bonus
- Store-level tracking
Convert product specs into quick lessons
Create interactive product guides and retail associate product training rewards that explain features in short, mobile lessons. Shopper questions get accurate answers, and more sales close.
- Interactive product guides
- Retail staff product training
- Partner product knowledge quiz
- Guide engagement
Coordinate in-store promotions with retailers
Plan co-op promotions, endcap displays, and launch kits with retail partners, with compliance photos and claim evidence in one workflow. Displays go up on time, and co-op funds pay for proven execution.
- Retailer participation
- Compliance photos
- Launch kits
- Funding shares
Win launch weekends with sales contests
Host product launch sales contests with store leaderboards, team goals, and bonus multipliers for hero products. Launch weeks build momentum fast.
- Product launch sales contest
- Store leaderboards
- Team goals
- Bonus multipliers
Stop fraudulent claims before they cost you
Detect duplicate serial numbers, suspicious claim patterns, and ineligible sales with SPIFF claim verification and approval history. Only real sales earn SPIFF dollars.
- Duplicate claim checks
- Serial number matching
- Approval history
- Channel reward fraud detection
Scale SPIFFs to thousands of stores
Outsource SPIFF administration, claim reviews, and reward fulfillment to NextBee while you approve campaigns and budgets. Store coverage grows without new hires.
- Channel SPIFF program
- Claim review queues
- Reward fulfillment
- Recurring reporting
Verify sales with POS and retailer data
Match claims against POS feeds, retailer sell-through reports, and serial number databases. Approvals happen in hours, while the sale is still fresh.
- POS data feeds
- Sell-through incentive program
- Serial number databases
- Proof of sale incentive program
- Single sign-on
Grow activations through wireless dealers
Tie wireless dealer incentives to activations, upgrades, and accessory attach, with tiered bonuses for owners and store reps. Competing carriers lose ground as dealers prioritize your plans.
- Wireless dealer incentive software
- Activation rules
- Accessory attach bonuses
- Channel rewards software
Answer dealer questions before they call
Publish plan updates, compensation rules, training, and claim status for every location in a channel partner portal. Calls to your channel team drop because every answer lives in one place.
- Channel partner portal
- Plan update alerts
- Claim status views
- Location views
Open new dealer locations faster
Lead new dealers through agreements, system access, staff training, and first activations with a channel partner onboarding program. Activations at new stores start weeks sooner.
- Agreement tracking
- System access setup
- Staff training
- First-activation milestone
Brief store reps on plans and devices
Push short lessons and quizzes on new plans, devices, and promotions, rewarding reps who finish them. Clear explanations reduce returns and care calls.
- Plan and device lessons
- Promotion briefings
- Completion rewards
- Store completion reports
Localize carrier-approved campaigns for every dealer
Load co-branded social posts, store signage, and digital ads that dealers adapt within approval paths. Marketing stays compliant and on message in every store.
- Co-branded campaigns
- Store signage kits
- Approval paths
- Local asset controls
Motivate store teams with monthly sales blitzes
Set monthly activation targets, store-versus-store contests, and partner team leaderboards with verified sales data. Store teams push harder in the final week of every month.
- Partner team leaderboard
- Store contests
- Monthly targets
- Dealer SPIFF program
Shift budget to dealers who keep customers
Analyze activations, early cancellations, and incentive spend by dealer, region, and plan type. Budget moves to the dealers who bring in lasting customers.
- Dealer scorecards
- Early cancellation views
- Regional comparisons
- Incentive spend reports
Configure dealer programs with expert help
Lean on our specialists to set compensation rules, review claims, and report results while you keep final approval. Program changes go live faster and with fewer errors.
- Program setup support
- Claim review queues
- Owner approvals
- Managed channel incentive program
Pay rewards on confirmed activations only
Stream activations from carrier systems, billing data, and Salesforce into qualification rules. Pending orders never trigger a reward.
- Activation feeds
- Billing system events
- Salesforce sync
- Qualification rules
- Single sign-on
Recognize agents for the business you want
Configure an insurance agent incentive program that rewards approved business activity, training, and service milestones within policy-based eligibility rules. Agents and brokers place more business with you, and every reward stays documented.
- Agent participation
- Policy-based eligibility
- Approval records
- Insurance broker rewards program
Centralize programs and resources for agents
Unite product updates, training, sales contests, and reward status in one agent portal for independent and captive agents. Less searching means more time selling.
- Agent portal
- Product updates
- Contest standings
- Reward status
Help new agents write their first policies
Coach newly appointed agents through licensing checks, product training, and their first policies with milestones and welcome recognition. Appointed agents produce sooner and stay longer.
- Appointment checklist
- Licensing checks
- Product training
- First-policy milestone
Update agents on products and compliance
Assign product modules, compliance refreshers, and quizzes that earn agent recognition program points and badges. Accurate selling cuts errors and complaints.
- Product modules
- Compliance refreshers
- Learning milestones
- Agent recognition program
Market through agencies without legal delays
Prepare approved co-branded campaigns, social posts, and email templates that agencies personalize within compliance rules. Agencies market your products more often without review bottlenecks.
- Co-branded campaigns
- Compliance approvals
- Email templates
- Managed partner campaigns
Make sales contests fair and visible
Score agents through insurance sales contest software, leaderboards, team goals, and insurance agent gamification built on approved activity data. Competition centers on the behaviors you value, not just volume.
- Insurance sales contest software
- Team goals
- Agent leaderboards
- Approved activity scoring
Show regulators how incentives were earned
Audit production, retention, and training completion by agent, agency, and region, with full approval history for every reward. Leadership and regulators see exactly how each incentive was earned.
- Agency scorecards
- Production reports
- Approval history
- Regional comparisons
Pass compliance review on the first try
Shape reward rules, disclosures, and award trips with NextBee, including a partner of the year program for top agencies. Programs launch approved and stay easy to audit.
- Reward rule design
- Disclosure support
- Partner of the year program
- Award nominations
Link policy admin and agency management systems
Route policy, commission, and appointment events from policy administration and agency management systems into incentive rules. Updates happen automatically, with no manual reports.
- Policy admin events
- Agency management sync
- Appointment records
- CRM sync
- Single sign-on
Rally franchisees behind brand programs
Reward franchisees for adopting brand standards, launching promotions, and hitting local sales goals, with location activity views for your field team. Brand initiatives spread because participation pays off.
- Location activity views
- Brand standard milestones
- Local sales goals
- Site-level budgets
Hand every location one brand hub
Package campaign kits, training, local budgets, and recognition in a single portal for owners and managers. Locations roll out brand programs faster with fewer support requests.
- Franchise campaign kits
- Role-based content
- Budget views
- Program notifications
Plan every grand opening step by step
Track opening tasks, staff training, local marketing setup, and grand opening milestones for each new franchisee. Locations reach target sales sooner.
- Opening checklists
- Staff training
- Grand opening milestones
- Progress visibility
Standardize training at every location
Roll out product, service, and brand training with quizzes and badges that managers track by location. Every location delivers the same customer experience.
- Brand training paths
- Location completion views
- Manager dashboards
- Training badges
Let franchisees market locally within brand rules
Give franchisees franchise marketing software with local store marketing templates, approval paths, and co-op funds for franchisee campaign management. Corporate sees every campaign, and brand standards hold.
- Local store marketing platform
- Brand approvals
- Co-op funds
- Multi location marketing platform
Spark friendly competition between locations
Challenge locations to compete on sales, reviews, and promotion launches, with leaderboards and recognition at regional meetings. Top locations get celebrated, and others learn what works.
- Location leaderboards
- Regional challenges
- Promotion missions
- Partner conference engagement
Coach locations with side-by-side results
Review campaign adoption, local spend, and sales results by location, region, and owner group. Consultants focus on the locations that need help.
- Location outcome views
- Owner group reports
- Campaign adoption
- Local spend tracking
Bring franchisee voices into program decisions
Convene a franchise advisory council with franchisee groups, agenda submissions, and follow-up reminders. Owners feel heard, and new programs launch with their backing.
- Franchisee groups
- Agenda submissions
- Follow-up reminders
- Franchisee feedback program
Base rewards on real location results
Merge POS sales, franchise management locations, and CRM contacts into one data flow. Rewards and reports reflect each location's real results.
- POS sales feeds
- Franchise management sync
- CRM sync
- Location mapping
- Single sign-on
Organize your entire field in one platform
Manage distributor profiles, sponsor connections, qualification rules, and network reporting with direct selling software built for party plan and network marketing companies. Field leaders see their teams clearly and grow them with confidence.
- Distributor profiles
- Sponsor connections
- Network reporting
- Party plan software
Give each seller a branded storefront
Launch replicated website software with personalized seller pages, product links, and attribution rules so every consultant sells online under your brand. Consultants share products easily, and every sale credits the right seller.
- Personalized seller pages
- Seller product links
- Attribution rules
- Content controls
Move new consultants to their first sale
Start new consultants on a distributor fast start program with product training, sponsor-supported tasks, and a direct sales first sale incentive. Early earnings keep new sellers active.
- New seller checklists
- Sponsor guidance
- Distributor fast start program
- Activation tracking
Educate your field on products and compliance
Cover product lessons, compliance guidelines, and income disclosure training with quizzes and rank-linked badges. Sellers represent your products accurately and avoid risky claims.
- Product lessons
- Compliance training
- Learning milestones
- Rank-linked badges
Equip sellers with approved content
Curate ready-to-post social content, product images, and party invitations that sellers personalize within compliance rules. Customer reach grows without sellers writing their own claims.
- Social sharing templates
- Party invitations
- Content approvals
- Share tracking
Energize your field with sales challenges
Add direct selling gamification with seller challenge paths, network scoreboards, and team recognition tied to sales and recruiting activity. Activity climbs, and leaders get new ways to motivate their teams.
- Seller challenge paths
- Network scoreboards
- Team recognition
- Distributor sales challenge
Clarify commissions for every distributor
Calculate commission eligibility with MLM commission software that tracks qualified sales, rank qualifications, and approval controls. Distributors see their earnings clearly, which builds trust in your compensation plan.
- Qualified sales records
- Earning visibility
- Approval controls
- Configurable adjustments
Set up compensation plans without costly errors
Finalize compensation plan setup, incentive trips, and recognition events for top performers with NextBee specialists. Launch comes faster, and costly plan errors stay out.
- Compensation plan setup
- Incentive trip planning
- Recognition events
- Program reviews
Tie orders and payments to commissions
Connect orders from your direct selling ecommerce platform, payment data, and CRM contacts with commissions and rewards. Back-office work shrinks as balances stay accurate.
- Direct selling ecommerce platform
- Payment data sync
- CRM sync
- Order event feeds
- Single sign-on
Activate marketplace sellers with targeted incentives
Offer marketplace seller incentive software that rewards new listings, first sales, and service milestones, with budget controls on every subsidy. Catalogs grow faster as more sellers go live.
- Seller qualification
- Activation milestones
- Program budget controls
- Seller subsidy program management
Point sellers and affiliates to one partner hub
Consolidate listing goals, affiliate links, reward balances, and program rules into one marketplace seller engagement platform. Partners know exactly what to do next, which lifts participation.
- Marketplace seller engagement platform
- Affiliate link center
- Reward balances
- Program notifications
Take new sellers from sign-up to first order
Onboard new sellers through store setup, catalog uploads, and a first fulfilled order with checklists, reminders, and activation bonuses. Selling starts in days, not weeks.
- Store setup checklist
- Catalog upload milestone
- First-order bonus
- Reminder rules
Teach sellers what wins on your marketplace
Explain listing, pricing, and fulfillment standards in short lessons, with quizzes and badges that unlock seller benefits. Better listings convert more shoppers for everyone.
- Listing best practices
- Fulfillment standards
- Seller badges
- Benefit unlocks
Grow sales through affiliates and creators
Recruit affiliates with affiliate program software that handles enrollment, conversion attribution, and commission rules in one affiliate management platform. Affiliates promote your products knowing every sale is tracked.
- Affiliate enrollment
- Conversion attribution
- Affiliate commission management
- B2B affiliate program software
Steer sellers toward priority categories
Introduce seller missions, sales leaderboards, and seasonal challenges with targeted multipliers for priority categories. Sellers invest in the categories you want to grow.
- Seller missions
- Category multipliers
- Sales leaderboards
- Seasonal challenges
Cut wasted seller subsidies
Benchmark activation rates, sales, and subsidy costs by seller cohort and category, with duplicate account checks built in. Subsidies go to the sellers who grow.
- Seller cohort reports
- Subsidy cost views
- Duplicate account checks
- Category comparisons
Co-fund customer rewards with your partners
Plan a B2B2C loyalty program where suppliers and partners share funding for customer rewards, with clear spend limits and usage reporting. Customer rewards cost less, and partners gain loyal buyers.
- Partner funding pools
- Spend limits
- Usage reporting
- Program design support
Trigger seller rewards from marketplace events
Capture listing, order, and payment events from your marketplace platform, plus affiliate conversions, through the API and webhooks. Seller balances stay current without manual updates.
- Marketplace event feeds
- Affiliate conversion tracking
- Payment data sync
- Webhooks
- Single sign-on
Bring the right voices into decisions that matter
Build your partner advisory council around partners across your channel. Coordinate preparation, contribution and follow-up so partner representatives see how their input is used.
- Member selection
- Agenda preparation
- Structured contributions
- Decision follow-up
Bring the right perspectives into the discussion
Define the experience and viewpoints your council needs, then manage invitations and participation preferences. Keep membership information organized so each session includes a useful mix of voices.
- Selection criteria
- Invitations
- Member preferences
- Participation history
Make every advisory session worth attending
Share the topic, supporting materials and discussion prompts before participants meet. Capture feedback against the agenda and keep responsibilities clear when a decision needs further work.
- Session agendas
- Pre-read materials
- Discussion prompts
- Action owners
Show contributors what happened to their input
Organize recommendations by topic and keep an owner and status beside each follow-up. Share progress with participants so the conversation continues beyond the meeting.
- Feedback themes
- Recommendation owners
- Decision status
- Member updates
Recognize the time participants contribute
Make participation expectations and any appreciation clear before an activity begins. Record completion and approvals separately from what someone says, so recognition never depends on favorable feedback.
- Participation terms
- Completion records
- Approval checks
- Appreciation history
NEW Agentic Studio
Agentic Studio for Partner Advisory Council
Bring your program rules and business context. Shape a playbook with your team, then put agents to work preparing campaigns, useful assets and your next growth opportunity.
Lifetime Engagement prepares promotional assets. Opportunity Miner finds new program opportunities. Data Wrangler checks connected data. Tribe Leader Support equips your advocates.
See Agentic Studio in action →
EXPLORE WITH YOUR LIFETIME ENGAGEMENT AGENT
Partner Advisory Council Glossary: Terms Every VP of Channels Knows
What terms should a VP of Channels know for a partner advisory council?
The vocabulary of a partner advisory council falls into six groups: charter and governance, session mechanics, recognition and gifts, compliance, data and systems, and metrics such as meeting feedback score and adopted-change rate.
Explore the playbook
- Program Design Terms
- Session and Post-Session Terms
- Recognition, Gifts and Finance Terms
- Compliance, Data and Integration Terms
- Metric Terms with Formulas
- Council vs Board vs Summit: Quick Comparison
WORK THROUGH THESE DECISIONS
- Program Design Terms
- Session and Post-Session Terms
- Recognition, Gifts and Finance Terms
EXPLORE WITH YOUR LIFETIME ENGAGEMENT AGENT
Partner Advisory Council Communication Plan: What to Tell Partners
What should a partner advisory council communication plan tell partners, and when?
A partner advisory council communication plan tells members what happens before, during and after each session: agenda and pre-reads, minutes and a feedback survey within the post-session window, then report-backs on decisions. The Partner Experience Manager runs it as a prioritized launch checklist in the first 90 days, tracking meeting feedback score and response rates.
Explore the playbook
- Who a partner advisory council communication plan must reach
- Post-session launch checklist: messages to send after every council meeting
- Between-meeting launch checklist for the first 90 days of a partner advisory council
- Council messages that raise the meeting feedback score
- Repeat and expansion messages that turn council input into partner growth
- Borrowing ambassador program share kits for council members
- What not to do in partner advisory council communications
WORK THROUGH THESE DECISIONS
- Who a partner advisory council communication plan must reach
- Post-session launch checklist: messages to send after every council meeting
- Between-meeting launch checklist for the first 90 days of a partner advisory council
More ideas +3
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
What Is a Partner Advisory Council? Definition and How It Works
What is a partner advisory council?
A partner advisory council is a small, invited group of strategic partner executives who meet with a vendor's channel leaders on a set cadence to review programs and roadmap, with every recommendation tracked to an adopted change or a reasoned decline. It is also called a partner advisory board or channel advisory council.
Explore the playbook
- Step 1: Write the Council Charter and Member Criteria
- Step 2: Set Cadence, Recognition and Gift Rules
- Step 3: Run the Live Session
- Step 4: Track Input to Adopted Program or Roadmap Changes
- Step 5: Connect the Council to Advocacy and Referral
- Partner Advisory Council vs Dealer Advisory Council vs Product Advisory Council
WORK THROUGH THESE DECISIONS
- Step 1: Write the Council Charter and Member Criteria
- Step 2: Set Cadence, Recognition and Gift Rules
- Step 3: Run the Live Session
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Partner Advisory Council: How a VP of Channels Moves Beyond SPIFFs
How do I move from spreadsheet SPIFF tracking and emailed partner claims to a partner advisory council?
Move when transactional incentives are the only structured conversation you have with top partners and you cannot explain why they disengage. A VP of Channels keeps the partner data and reward budget from the SPIFF spreadsheets, then adds a charter, invited seats, between-meeting polls and an action tracker that reports decisions back.
Explore the playbook
- Q1: Are SPIFF Disputes and Emailed Claims Your Main Partner Feedback Channel?
- Q2: Do You Have Data to Pick the Right Council Members?
- Q3: Will Leadership Act on Council Input?
- Q4: What Live-Session and Between-Meeting Rhythm Fits?
- Outcome Table and Transition Roadmap
WORK THROUGH THESE DECISIONS
- Q1: Are SPIFF Disputes and Emailed Claims Your Main Partner Feedback Channel?
- Q2: Do You Have Data to Pick the Right Council Members?
- Q3: Will Leadership Act on Council Input?
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Partner Advisory Council for Event Companies: A Practical Playbook
How do event companies run a partner advisory council?
Event companies run a partner advisory council by seating executives from agencies, venues, destination management companies and production partners, meeting outside peak event season, and co-locating the live session with the partner summit. The Partner Experience Manager protects member attendance and retention with tight agendas, antitrust guardrails and fast post-session report-backs.
Explore the playbook
- How do event companies structure a partner advisory council?
- What is different about a partner advisory council in the events industry?
- Which partner advisory council mechanics fit event partners and which do not?
- How should a Partner Experience Manager plan council seats and attendance around the event calendar?
- What should happen after each partner advisory council session to keep event partners engaged?
- How does a customer speaker program interact with a partner advisory council at events?
WORK THROUGH THESE DECISIONS
- How do event companies structure a partner advisory council?
- What is different about a partner advisory council in the events industry?
- Which partner advisory council mechanics fit event partners and which do not?
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
How to Launch a Partner Advisory Council and Partner Referral Program
Should a partner advisory council and a partner referral program launch together or in sequence?
Stagger them: seat the partner advisory council first, then open the partner referral program to council members as its pilot cohort, with one partner identity, one points ledger and one support desk. The Channel Marketing Manager runs both calendars while the Partner Program Manager stays accountable for shared rules.
Explore the playbook
- Sequencing: Simultaneous or Staggered Launch?
- RACI for the Combined Launch
- Shared Foundation and the No-Double-Reward Rule
- Points Auction: Bidding for a Meeting with a Corporate Consultant
- Combined KPI View, Handoffs and Governance
WORK THROUGH THESE DECISIONS
- Sequencing: Simultaneous or Staggered Launch?
- RACI for the Combined Launch
- Shared Foundation and the No-Double-Reward Rule
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Partner Advisory Council Vendor Scorecard: Criteria and Demo Tasks
How do you evaluate partner advisory council software vendors?
Evaluate partner advisory council vendors with a weighted scorecard covering between-meeting engagement tools, live session management, recognition and rewards, ERP and PRM integration, security, compliance support, analytics and services. The Partner Experience Manager fills in weights that sum to 100, requests evidence for each criterion and runs scripted demo tasks before scoring.
Explore the playbook
- How to use this partner advisory council vendor scorecard
- Scorecard template: partner advisory council criteria, weight variables and 1-3-5 descriptors
- Between-meeting participation: demo tasks that prove engagement features work
- Integration, data and security evidence to request from council platform vendors
- Recognition, rewards and compliance support criteria for council software
- Red flags in a partner advisory council vendor demo
- Example scoring wording and counsel review notes for the scorecard
WORK THROUGH THESE DECISIONS
- How to use this partner advisory council vendor scorecard
- Scorecard template: partner advisory council criteria, weight variables and 1-3-5 descriptors
- Between-meeting participation: demo tasks that prove engagement features work
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Partner Advisory Council in Practice: A Program Manager's Scenario
What does running a partner advisory council look like in practice?
In practice, a partner advisory council runs as a cycle of decisions: who gets a seat, how often members meet, how live sessions keep executives talking, and how input is reported back. This example scenario follows a Partner Program Manager at an event technology vendor through each decision, with member attendance and retention as the goal.
Explore the playbook
- Example scenario: an event technology vendor starts a partner advisory council
- Decision points 1 and 2: choosing partner advisory council seats and meeting cadence
- Decision points 3 and 4: designing the live council session so members attend and speak
- Borrowing from customer advocacy metrics to show what council members contribute
- Decision point 5 and the partner advisory council rollout by phase
- What to watch: leading indicators and risks for council attendance and retention
- Lessons checklist for a Partner Program Manager launching a partner advisory council
WORK THROUGH THESE DECISIONS
- Example scenario: an event technology vendor starts a partner advisory council
- Decision points 1 and 2: choosing partner advisory council seats and meeting cadence
- Decision points 3 and 4: designing the live council session so members attend and speak
More ideas +1
EXPLORE WITH YOUR DATA WRANGLER AGENT
Partner Advisory Council Compliance Checklist: Rules and Approvals
What compliance rules apply to a partner advisory council?
Check that it is governed well. The Partner Program Manager needs counsel-approved antitrust guardrails for live sessions, signed NDAs, a gift and travel policy that respects anti-bribery law, tax reporting for rewards given to non-employees, privacy consent for member data, and endorsement disclosures when members speak or refer.
Explore the playbook
- Partner advisory council charter and member agreement approvals
- Antitrust guardrails for live partner advisory council sessions
- Gift, travel and hospitality approvals under anti-bribery rules
- Reward and recognition tax reporting for non-employee council members
- Confidentiality, privacy and consent for partner advisory council member data
- Disclosures when council members advocate, endorse or refer
WORK THROUGH THESE DECISIONS
- Partner advisory council charter and member agreement approvals
- Antitrust guardrails for live partner advisory council sessions
- Gift, travel and hospitality approvals under anti-bribery rules
EXPLORE WITH YOUR DATA WRANGLER AGENT
Partner Advisory Council KPIs: Formulas, Baselines and Targets
How do you calculate program or roadmap changes adopted from partner advisory council input?
Calculate council input adoption as recommendations adopted divided by recommendations logged in the same window, counting only items with a documented decision and an implemented program or roadmap change. A VP of Channels pairs it with decision latency, member retention and member revenue versus matched peer partners, and sets targets from a post-launch baseline, not benchmarks.
Explore the playbook
- Partner advisory council KPI dictionary: outcome, leading, guardrail and efficiency metrics
- How to calculate program or roadmap changes adopted from council input
- Council KPI calculator inputs: variables, descriptions and where to get them
- Worked partner advisory council KPI example with example inputs
- What is a good council input adoption rate? Setting baselines and targets
- How a dealer advisory council measures the same KPIs and how to avoid double counting
WORK THROUGH THESE DECISIONS
- Partner advisory council KPI dictionary: outcome, leading, guardrail and efficiency metrics
- How to calculate program or roadmap changes adopted from council input
- Council KPI calculator inputs: variables, descriptions and where to get them
EXPLORE WITH YOUR DATA WRANGLER AGENT
Partner Advisory Council Dashboard: What a VP of Channels Tracks
What metrics should a partner advisory council dashboard show?
Track between-meeting participation rate as the leading indicator on a partner advisory council dashboard, alongside member attendance and retention, program or roadmap changes adopted from council input, member revenue versus peer partners and meeting feedback score. Weekly, the VP of Channels scans participation and open actions; monthly views add outcomes, cost and risk.
Explore the playbook
- Partner advisory council dashboard panels and what each one answers
- Between-meeting participation rate: definition, formula and alert rule
- Participation funnel and in-session engagement metrics for live council meetings
- Outcome and advocacy metrics for the monthly executive view
- Cost, recognition liability and guardrail metrics for the council
- Weekly operator view versus monthly executive view of the partner advisory council
- Borrowing a panel from product advisory council dashboards
WORK THROUGH THESE DECISIONS
- Partner advisory council dashboard panels and what each one answers
- Between-meeting participation rate: definition, formula and alert rule
- Participation funnel and in-session engagement metrics for live council meetings
EXPLORE WITH YOUR DATA WRANGLER AGENT
Partner Advisory Council and ERP: Integration Checklist and Data Flows
What systems does a partner advisory council integrate with?
A partner advisory council needs light but reliable integrations: ERP for member and peer revenue, CRM for partner accounts and contacts, event registration for attendance, the council space for polls and post-session activity, and SSO. Compare each on data in, data out, trigger and sync pattern before the first seat term.
Explore the playbook
- System Categories Compared: Data In, Data Out and Sync Pattern
- ERP: Matching Council Members to Revenue Records
- Reusing NetSuite Referral Integration Matching Rules
- Attendance and Retention Data Flows After Each Session
- Integration Checklist and Owners
WORK THROUGH THESE DECISIONS
- System Categories Compared: Data In, Data Out and Sync Pattern
- ERP: Matching Council Members to Revenue Records
- Reusing NetSuite Referral Integration Matching Rules
EXPLORE WITH YOUR TRIBE LEADER SUPPORT AGENT
Who Owns a Partner Advisory Council? A RACI by Rollout Phase
Who should own a partner advisory council?
The VP of Channels should be accountable for a partner advisory council, with the Partner Program Manager responsible for daily operation. Channel marketing, product management, finance, legal, IT and the event team each own defined tasks by rollout phase, and every activity has exactly one accountable owner so recommendations, rewards and data never fall between teams.
Explore the playbook
- Who should own a partner advisory council: accountable owner and supporting roles
- Partner advisory council rollout phases, owners and exit criteria
- Partner advisory council RACI matrix across channels, product, finance, legal and IT
- What IT, legal and finance do for the council During Setup
- Post-session ownership: routing council input and reporting member revenue against peers
- Sharing council owners with the partner summit team
- Escalation path and governance cadence for partner advisory council decisions
WORK THROUGH THESE DECISIONS
- Who should own a partner advisory council: accountable owner and supporting roles
- Partner advisory council rollout phases, owners and exit criteria
- Partner advisory council RACI matrix across channels, product, finance, legal and IT
EXPLORE WITH YOUR TRIBE LEADER SUPPORT AGENT
Managed Services for a Partner Advisory Council: What to Outsource
Should we outsource our partner advisory council or run it in-house?
Outsource the labor-heavy parts of a partner advisory council, such as facilitation, minutes, insight synthesis, between-meeting engagement, reward fulfillment and event logistics, and keep executive relationships, member selection and decisions on program or roadmap changes in-house. A VP of Channels can score each activity on confidentiality, capacity and specialist skill to decide.
Explore the playbook
- What a managed partner advisory council service includes
- Responsibility table: in-house, software vendor, managed service or agency
- Outsourcing decision rubric for partner advisory council activities
- Build, buy or managed service: decision criteria for the VP of Channels
- What should stay in-house when a partner advisory council is outsourced
- Managing a council provider during live sessions and advocacy moments
WORK THROUGH THESE DECISIONS
- What a managed partner advisory council service includes
- Responsibility table: in-house, software vendor, managed service or agency
- Outsourcing decision rubric for partner advisory council activities
Support every stage of your partner advisory council
Keep partner representatives prepared, heard and connected to follow-through.
Customer Perspective
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Mary Velosky
Executive Vice President · Eniva Health
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Frequently Asked Questions
Start with the program's purpose and invite partners across your channel. Define the commitment and criteria before recruitment.
Collect input on partner needs and joint program priorities, assign follow-up owners and report which recommendations were considered or adopted.
Recognition can be a personal acknowledgment, visibility into decisions or an appropriate participation benefit. Choose an approach that fits the audience and program rules.
NextBee is SOC 2 Type II, GDPR and CCPA compliant, with single sign-on, role-based permissions, encryption in transit and at rest, and full audit logs.
Every customer gets a dedicated success manager who handles onboarding, regular check-ins and ongoing optimization. We work with your team from the initial program setup through day-to-day improvement.
Standard setup takes a few weeks. We provide a dedicated sandbox so your team can stage, simulate and verify program rules before going live, with pre-built connectors and implementation support to accelerate launch.
We can walk through Member invitations, Agenda planning, Feedback collection and Action follow-up. Bring your current process, program rules and integration requirements so the demonstration follows the decisions your team needs to make.
Track these measures: Member attendance and retention rate; Revenue of council members compared with peer partners; Program or roadmap changes adopted from council input. Use the same definitions across your program dashboard and connected systems.
We map the identifiers, activity events and status changes your workflow needs. NextBee’s Data Wrangler agent checks permitted connected data for missing fields, duplicate events and exceptions, so your team works from consistent program inputs.