Six functions in one operating layer. From first lead to recognized revenue, with the team and the firm underneath.
A partner services firm runs six functions from first lead to recognized revenue. People and Operations are the layer underneath: the team, the skills, the certifications, and the platform that the commercial functions run on.
Run the whole deal.
Pipeline that knows your deals have a commission side and a services side. Matrix quotes combining license commission projections and implementation services in one document. MEDDPICC qualification native to the deal.
Catch the commission you've already earned and never noticed missing.
Reconcile the vendor's commission statement against the deals you actually closed. Run your own internal commission with rate logic your reps trust. One view of every commission dollar, in and out.
The team is the firm. PartnerView treats it that way.
Search, allocate, certify, and pay the team that is the firm. A real skills matrix, a history-modeled certification tracker, weekly allocation, and per-person economics.
Defend margin while you're still in it.
Phased projects with live margin against the original quote. Documentation that flows from sales context through delivery. Subcontracting modeled as a first-class concept. Project health rules that flag trouble before it becomes an emergency.
Close in days, not weeks.
T&M as-burned. Fixed-fee by milestone. Retainer monthly. License per ARR. Managed services per hours-bank period. Five engagement types, five recognition rules, one close. Invoicing with payment schedules and a QuickBooks Online connection.
Run the firm, not just the deals.
People, teams, skills, tech stack, and permissions. The operating layer underneath the commercial lifecycle, so the firm can scale past the point where everything lives in one operator's head.
Bring an active deal. We will model it across all six functions live.
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