Grow Your Partner Program with Attio. Introducing Journeybee
Love Attio's flexibility for your customer data but need a more structured way to manage your channel partners? Journeybee offers a dedicated PRM for Attio. It connects smoothly with your Attio workspace to help you build, look after, and expand your partner programs more easily.
Why Journeybee is a Great Addition for Your Attio PRM
Keep your Attio records and Journeybee information perfectly in sync, automatically. No more trying to match things up by hand.
Send new deals and leads from partners straight from Journeybee into your Attio lists and setups, correctly marked from the very beginning.
Help your teams using Attio and your outside partners using Journeybee work well together on sales opportunities, contacts, and company details.
Give your partners what they need to succeed without them needing their own Attio accounts. This makes your Attio Partner Portal useful and saves money.
Hear How Teams Improve Their Partner Management
Attio is fantastic for how we handle our customer relationships and internal work. But with more partners, we needed something just for them. Adding Journeybee as our Attio PRM has made a big difference. We now have a clear way to bring partners on board, a simple deal registration process that connects to Attio, and our partners feel well supported – all while Attio stays our main information hub.
Setting up and managing your Attio Partner Portal is easier than you think with Journeybee.
Here's how it works, in simple terms
Integrate with Attio for Complete Visibility
Securely link your Attio workspace with Journeybee. This connection automatically identifies your existing partner records in Attio, enables immediate tracking of partner-influenced revenue, and reinforces Attio as your core system for all relationship data.
Design and deploy your branded Attio Partner Portal using Journeybee
This empowers you to manage all partner types effectively, enabling direct collaboration on deals and shared initiatives, streamlining communication, and much more – all configured intuitively.
Activate Automated Workflows for Partner Success
Configure Journeybee to automate key partner touchpoints. Trigger updates based on changes in your Attio data, share timely product news, and proactively engage your partners, often without requiring them to log into a separate system every time.
All Your Partner Info and Deals Together in Attio
Easily keep partner details from Attio and your Journeybee portal in sync. This makes sure Attio remains your main record-keeper. Your teams will see the latest partner information right in their Attio views. Most importantly, it simplifies how partners tell you about new deals by sending this information neatly into Attio with the correct partner name attached. This means less administrative work, fewer mistakes in tracking, a quicker sales process, and partners always get proper credit.
Create Custom, Branded Spaces for Your Partners
Work easily with partners on deals, leads, and other custom items you manage in Attio. Your team can see these from inside Attio, while partners use the Journeybee Attio Partner Portal without needing their own Attio login. You can build different portal looks for different partner groups, manage them all effectively, and easily share important files and information to help them do well.
Help Your Channel Grow with Automation and Useful Information
Keep your partners in the loop and active with automatic messages based on your Attio data, product news, and direct updates. By connecting Journeybee to Attio, you can quickly see how much money partnerships are bringing in and how well partners are doing. This information helps you understand who your best partners are and make smart choices to improve your Attio PRM plan.
Attio as Your CRM vs. Journeybee as Your Attio PRM
Why You Benefit from Both
Attio as your CRM
You likely chose Attio because it's so flexible. It's great with its list-based views and lets you build custom ways to track information that fit exactly how your team works with direct customers. It's excellent for keeping all your contacts, company details, and internal notes in one place.
Key features:
- But, when you're managing an outside group of sales partners, referral agents, or distributors, even a flexible tool like Attio isn't built with everything needed for partner programs right out of the box.
- Key parts of working with partners, like a set process for bringing them on board, automatic requests for co-marketing money, or a special system for partners to register their deals (so there's no confusion within your Attio records).
Journeybee as your PRM for Attio
This is where Journeybee, as a special Attio PRM, adds great value. It's made to connect smoothly with your Attio workspace, adding a focused set of tools just for managing your channel partners. Journeybee gives your partners the structured tools they need: a secure Attio Partner Portal where they can sign up new deals (which then show up neatly in your Attio lists or records), find sales and marketing information, see how they're doing, and get specific training.
Key features:
- Basically, Journeybee looks after the special day-to-day parts of your partner program. This lets you find, prepare, and support partners well. It also means that good, correctly labeled partner information flows into Attio, making your main CRM even richer without messing up its flexible setup. It's all about making Attio even better by adding top-notch partner relationship management.
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Frequently Asked Questions: Attio & Journeybee PRM Integration
Journeybee is made for a quick start. Connecting to your Attio workspace and getting your personalised Attio Partner Portal going is usually a fast process, designed to have you up and running much quicker than with most business software.
Journeybee smartly syncs important partner-related information with your Attio records (like companies, people, deals, and even custom items if you use them for partners). This ensures Attio stays your main source of truth. New deals and leads that partners register through Journeybee are also sent into Attio with the right connections, keeping your data accurate without extra work from you.
No, they don't, and that's a big plus. Your partners can fully join in—work on opportunities, get shared files, register deals—through their Journeybee Attio Partner Portal without needing their own Attio licenses. This makes working together much simpler and helps manage costs.
Your own team keeps working inside Attio, using the setup they know. Journeybee provides the separate portal for partners and makes sure that important information and updates are shared both ways. This means your team sees what partners are doing reflected in Attio, and partners see helpful information in their portal.
Yes, definitely. Journeybee lets you really customise the look and feel of your Attio Partner Portal. You can create different experiences for different groups of partners, making sure the portal matches your brand and supports how you've organised partner information in Attio.
An Attio PRM like Journeybee directly helps your business by: Cutting down on admin tasks and making partner activity data in Attio more accurate. Making the process for partner-sourced deals quicker through easy registration and better teamwork. Keeping partners more involved with automatic updates and simple access to sales tools. Giving you clear reports on how partners are doing, so you can improve your plans and support your most successful partnerships better.