Partnerships Growth Management Stack for Under $200/mo.

A client came to us asking about PRMs and creating views to share with sales to get them the insights they need.

She (Stacy in the video) has been searching for a tool to manage partnerships, create a UI that sales can use to track the leads they’re associated with, and even generate a partner directory. Her and I both use Airtable for almost everything, and I had been tinkering with Stacker.app to use as a frontend directory for the data in our Airtable bases.

Stacker also has a UI builder for apps like a CRM, a projects view, even an org chart.

Summary

In this video, Alex and Stacy demonstrate a Partner Management UI built from Airtable and Stacker that will allow partnerships to run their operations, give transparency to sales, and create partnership reports for leadership.

Takeaways

Features/Benefits of this setup:

• Affordable ($150/mo for this setup of Airtable with Stacker)
• Stacker's UI builder can be used to create apps like a CRM, projects view, org chart, etc. or even create partner-specific/password-protected UIs
• This setup allows password-protected URLs to share with leadership (so they can organize the metrics they want to keep tabs on

The use cases for this setup:

• Partner Relationships Management
• Shared CRM with Sales for lead tracking
• Frontend shared KPI dashboard with anyone (password protected)
• Frontend partner directory for any partner type

How to set up:

1. Create your Airtable base – Our Airtable PRM can be copied here for your free use >>>​
2. Add active partner data as well as leads.
3. Sign up for Stacker.app account and choose a template (or start from scratch).
4. Stacker will walk you through choosing views and customizing the UI. Here is a tutorial on creating your customer portal.
5. Set passwords to protect internal dashboards.
6. When it’s ready, publish to a subdomain or domain of your choice.

*Note: This setup does not generate unique links for partners to share for clients to onboard through so they receive referral credit. That practice requires an affiliate tracking solution (although we find partners do not use these links anyway even when they have them).‍

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