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The biggest misconception is viewing the channel SE as a reactive resource for complex questions. They provide the same strategic support as an internal SE and should be involved early and often, not just when a technical problem arises.
Partnership success hinges on more than executive alignment; it requires buy-in from the partner's technical team. These individuals are on the front lines, understand end-user problems intimately, and can quickly determine if a vendor's technology genuinely solves a recurring issue and fits their existing stack.
Channel strategy shouldn't be reactive. Leaders must define their ideal partner ecosystem for 3-5 years out and proactively build towards it. This requires a vision-led approach and a willingness to stop servicing legacy models that don't fit the future.
To prevent message degradation across the "layers of abstraction" inherent in channel sales, Smartsheet employs a unified strategy. It combines manager-led communication, a comprehensive partner portal with information parity to internal teams, and formal sales and technical certifications to ensure consistency and accuracy.
The B2B sales channel has evolved from a linear reseller model to a complex ecosystem. Deals are now shaped by multiple, often unknown, partners like consultants and system integrators. Vendors must act like detectives to map this hidden influence network to succeed.
Partners will inevitably find every flaw in your product, go-to-market strategy, and internal processes. Instead of viewing this as a nuisance, intentionally bring them in early to stress-test your systems and gather invaluable feedback before scaling your channel.
Partners often delay bringing in a sales engineer, believing they are only for late-stage technical hurdles. However, the SE's primary early-stage value is technical qualification, preventing wasted sales cycles on opportunities that are not a good technical fit from the outset.
To truly meet partners where they are, align your internal team structure with your partner segmentation strategy. Create dedicated internal groups specializing in different partner types, such as one team for advisory MSSPs and another for high-volume resellers. This ensures partners interact with managers who deeply understand their specific business model and needs.
For a new channel sales engineer, success depends on building strong, foundational relationships. This requires actively ignoring the post-pandemic 'work from home' norm and getting face-to-face with partners, whether in an office, restaurant, or bar, to build trust and strategic alignment.
In a B2B supplier or distributor model, success depends on going downstream. You must understand not only your direct partner's business drivers and KPIs but also the needs of their end-customer. This allows you to align strategy across the entire value chain.
To be a high-performance channel professional, you need domain expertise in three areas: sales (carrying a bag), technology (how data flows), and business (profit margins, NPV). This trifecta allows you to be a credible, authentic advisor who understands a partner's entire operation, not just a product pitcher.