PwC Partner HubPwC
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Related Products
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About
PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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About
PwC’s modular, web-based platform, Partner Hub Portal, standardizes information gathering and issuance of partnership related information, while reducing hours spent on manual processes and mitigating risk. When combined with our managed service approach, we can provide visibility into the process while streamlining the user experience to help you minimize risk. Enabling technology that streamlines the document delivery, composite, and withholding waiver election processes. Issue tax related information in a timely and secure manner with our industry leading technology. Utilizing a customized tool removes the confusion surrounding state tax election requirements, form distribution, and document support. Clients can also monitor changing developments in existing rules. The Composite module gathers a partner’s elections based on state eligibility rules for residency and entity type. It reports out the aggregated elections to utilize in compliance processes.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue
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Audience
Tech-enabled partner management and communication approach platform for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPartnerBoard
United States
www.partnerboard.io
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Company InformationPwC
Founded: 1998
United Kingdom
www.pwc.com/us/en/products/partner-hub.html
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Categories |
Categories |
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Integrations
HubSpot CRM
Salesforce
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