| BENEFITS | DETAILS | REFERRAL PARTNER | SALES PARTNER | IMPLEMENTATION PARTNER |
|---|---|---|---|---|
SALES |
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| Partner Learning Center & Certifications | Product Training & Certification |  | | |
| Technical Pre sales support | Support for RFPs and RFIs, Product Demo | | |
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| Joint Sales Planning | Quarterly Sales Planning and Weekly Status Updates | | ||
| Partner Portal | Access to Funds-Axis Partner Portal | | |
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| Demo Licenses | Product Demo Licenses for Partner | | |
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| Partner Commissions – Upfront | Commission on Sales Closure | | | |
| Partner Commissions – Trail | Annual Commission for continued business | | ||
| Sales Manager | Funds-Axis Regional Sales Manager | | | |
MARKETING |
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| Sales Toolkit | Product & Corporate Brochures, Presentations, Case Studies, White Papers, Battle cards, etc. | | ||
| Lead Generation Support | Email Campaign, Market & Database Research, Web-leads, etc. | | ||
| Marketing Support | Support in creating Product/ Technology specific documents or collaterals | | ||
| Public Relations | PR initiatives in leading News Publications | | ||
| Joint Case Studies | Create Case Studies for Joint Projects | | |
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| Joint Marketing Events | Events, Conferences, Webinars and Forums, Knowledge Sessions and Briefing | | ||
| Website Collaboration | Partner information on Funds-Axis Website | | |
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| Funds-Axis Logo Usage | Usage of Funds-Axis logo in Partner’s Marketing Collaterals | | |
|
SUPPORT (POST IMPLEMENTATION) |
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| Product | Support on Product related updates and usage | |
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| Technical | Support on Technical fixes and issues | |
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Partner Types
Referral Partner
A Referral Partner will introduce Funds-Axis to Fund Administrators, Fund Managers and other Financial Institutions.
Sales Partner
A Sales Partner works alongside Funds-Axis throughout the entire Sales Process, including devising Go-to-Market Strategy, Marketing Events & Campaigns, Pre-Sales Activity, to the final Sales Closure.
Implementation Partner
An Implementation Partner brings industry experience and contacts, implementation and consulting capabilities, and solution expertise that are needed for successful implementation of the software at our mutual customers.
Partner Benefits
Partner Requirements
| REQUIREMENTS | DETAILS | REFERRAL PARTNER | SALES PARTNER | IMPLEMENTATION PARTNER |
|---|---|---|---|---|
ORGANISATION |
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| Partner Subscription | Enrollment to Funds-Axis Partner Network Program | | | |
| Trained Technical Resources | Availability of technical resources on Funds-Axis Technology | |
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| Domain Expertise | Domain knowledge of Asset and Fund Management | | |
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| Funds-Axis Product Certification | Assigned resources to be Funds-Axis Product Certified | | |
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| Nominated Technical Contacts | Technical Point of Contact for Funds-Axis to be made available | |
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| Office Set Up | Partner office in target geography, available for Funds-Axis | | |
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| Logistic Support | Travel and Visa support for Funds-Axis | | |
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| Website Collaboration | Funds-Axis information on Partner Websites | | |
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| Nominated Business Contact | Business Point of Contact for Funds-Axis to be made available | | |
|
SALES |
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| Account / Sales Manager | Partner to assign a Account / Sales Manager | | | |
| Revenue Targets | Sales Targets and Commitments | | ||
| Revenue Reporting & Forecast | Quarterly Revenue Forecasting and Weekly Status Updates | | ||
Discuss Partnerships
For more information on our partners network, please complete the form below. A member of our team will contact you as soon as possible.