The Vendasta team has been working hard to bring advancements to the new CRM within Partner Center. Since its launch in November 2023, the Partner Center CRM has evolved to become the best place for Vendasta Partners and their Sales teams to sell solutions to SMB clients. This significant advancement towards a unified CRM experience is beneficial to partners with and without dedicated sales teams, providing a cohesive all-in-one platform experience to Partner Center users, and limiting access to salespeople-only users when necessary.
Starting June 24th, 2024, new partners that register for Vendasta will not have access to Sales & Success Center.
Existing partners (those who have an account prior to June 24th) retain access to Sales & Success Center but are encouraged to migrate to Partner Center CRM as soon as possible to get all the benefits the new CRM has to offer.
Sales & Success Center will eventually be sunsetted for all partners at a future date, to be determined. Please keep an eye out on roadmap.vendasta.com/changelog (That's right here!) for more updates regarding this transition.
All existing partners except the partners who are currently white-labeling the Sales & Success Center (via a setting in Administration) will start seeing a Partner Center button in Sales & Success Center which will redirect their salesperson to the new CRM in Partner Center. All new salesperson welcome emails will also direct salespeople to Partner Center as well.
Custom Domain Requests: Partners white-labeling Sales & Success Center can request custom domains for Partner Center based on their subscription tiers. Custom Domains are available on all subscription tiers with the exception of Starter, Startup, and Individual plans. Beyond custom domains, partners can further white-label the Partner Center experience for their salespeople by ensuring they have their role set to “Salesperson”.
Why migrate to the new CRM in Partner Center?
Integrated and seamless workflow
  • Manage sales cycles, gather leads, and launch targeted email campaigns within Partner Center (instead of needing to switch to Sales & Success Center).
  • Unified sales activities and data streamline user experience. For example, sending Campaigns to a list of “users” was cumbersome. Today, it’s significantly easier with “Contacts”.
Automation and expansion capabilities
  • Includes AI-assisted web chat widget and Form Builder for capturing leads.
  • Users can also run bulk actions on Contacts and Companies from manual automations, with more system automations coming soon (like “assign task”).
  • Zapier integration enables extensive automation and custom workflows.
Enhanced customer and sales management
  • New "Companies" and "Contacts" tabs offer flexible customer management and advanced filtering. Partners can collect Contact information from Forms and AI Lead Capture without the need to create an Account for the business. They can then nurture that Contact with emails, and then eventually move them into a Company.
  • Enhanced Company profiles and Snapshot Report integration on the Companies table improve sales prospecting.
How do I migrate my team to the new Partner Center CRM?
Starting June 24th, 2024, provide your team members with access to partners.vendasta.com. You can provide the link to Partner Center directly.
You can invite new salespeople by visiting https://partners.vendasta.com/my-team and clicking “Invite team member” in the top-right.
If your salesperson is already listed in the “My Team” table, you can invite them to Partner Center by clicking the kebab menu next to their account on the page above and selecting “Resend Welcome Email”.
You can adjust the permissions of your salespeople in Partner Center by clicking the kebab menu and selecting “Edit member”. This will allow you to to configure what they have access to in the Partner Center CRM.
Call to Action!
Existing Vendasta Partners are encouraged to familiarize themselves with the exciting new features of the Partner Center CRM and watch for future updates. The Vendasta team will provide legacy access to Sales & Success Center until a future date, to be determined.
FAQ
What is the change?
Vendasta has launched a new CRM within Partner Center, providing a unified CRM experience for partners. This means partners using Sales & Success Center will be required to migrate to the new CRM as soon as possible. They will have legacy access to Sales & Success Center until a future date to be determined. Starting June 24th, 2024, new Vendasta partners that create a Vendasta account will not have access to Sales & Success Center, and all existing partners will have legacy access.
Why is this change happening?
Vendasta is striving to provide a more integrated, seamless, and efficient CRM solution that meets the needs of partners more effectively.
What are the benefits of this change?
The new Partner Center CRM has improved features, streamlined workflow, enhanced automation capabilities, and better customer management tools.
Which partners will this change impact?
Beginning June 24th, 2024, new partners will no longer have access to Sales & Success Center. Existing partners retain access but are encouraged to migrate to Partner Center CRM.
My sales team doesn’t know they use Vendasta because I’m white-labelling Sales & Success Center. How can I request a custom domain for Partner Center?
Partners can request a custom domain by submitting a support ticket (support@vendasta.com). In the ticket, they should include the custom domain that they wish to set up, specify that it's for the Partner Center, and provide their Partner ID.
What new features or capabilities are included in the new Partner Center CRM?
  • Integrated Workflow: Manage sales cycles, gather leads, and launch targeted email campaigns within Partner Center.
  • Automation & Expansion: AI-assisted web chat widget, Form Builder for capturing leads, and Zapier integration.
  • Enhanced Management: New "Companies" and "Contacts" tabs with advanced filtering and Snapshot Report integration.
  • White-label Partner Center: Partners can restrict access of everything except key CRM functionality in Partner Center to their Salesperson users. They can also now white-label Partner Center, bringing over key functionality from Sales & Success Center that has prevented some partners from switching.
Are there any changes to pricing or contracts?
No changes to pricing or contracts at this time. Existing partners retain access to Sales & Success Center, while new partners will default to the new CRM in Partner Center.
When will this change take effect?
The changes will take effect on June 24th, 2024.
How will the transition be facilitated?
A Partner Center button will be added to Sales & Success Center for existing partners (that are currently not white-labeling SSC using the Administration setting), and new salesperson welcome emails will direct them to Partner Center.
How will custom domains be managed?
Partners white-labeling Sales & Success Center can request custom domains for Partner Center through support.
If partners request access to Sales & Success Center post-June 24th, will it be granted?
No, new partners will not have access to Sales & Success Center. Existing partners will retain access but are encouraged to transition to the new CRM.