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Introducing Relavate

Welcome to Relavate, your all-in-one Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners. With Relavate, you can empower your partners to scale their efforts and effectively sell your software, while providing you with the tools you need for seamless partner onboarding, management, deal tracking, and compensation.

In this guide, we will introduce you to the key features and functionalities of Relavate. Whether you are a partner looking to get started or a vendor ready to optimize your partner programs, the help articles here will help you navigate through the platform and make the most out of its capabilities.

Here is an overview of the key platform functionality:

  1. Dashboard: Upon logging in, you will land on your personal dashboard. The dashboard provides an overview of your performance, deals, referrals, opportunities, and more.
  2. Partner Program Details: Familiarize yourself with the vendor's partner program. The program details include information about commission structures, reward tiers, program terms, and any specific guidelines you need to follow.
  3. Deal Management: The "Resell" module allows you to create, track, and manage deals. Refer to the "Resell" section in this guide for detailed instructions on using this module effectively.
  4. Referral Management: The "Refer" module enables you to create, track, and manage referrals. Look for the "Refer" section in this guide to learn more.
  5. Affiliate Opportunity Tracking: The “Affiliate” module allows you to create, track and manage leads from campaigns you create. Check the "Affiliate" section for information on how to set up lead tracking.
  6. Implementation Projects: If you are involved in project implementations, the "Implement" module helps you request and manage implementation projects. Refer to the "Implement" section for detailed guidance.
  7. Reports and Analytics: Utilize the reporting features to gain insights into your performance. The "Reports" section provides an overview of available reports and how to access them.
  8. Payouts and Compensation: Understand how rewards and payouts work. The "Payouts" section will guide you through viewing rewards, transactions, and payment runs.