Partner Program

Partner

Sales & Marketing

PDM

SME (Product

Consultants)

Partner AM & Support

Partner Program Support TeamSteve Whittier

VP, Sales & Marketing

Elaine JungPartner Development

Manager

Stephanie DevichPartner Channel

Account Manager

William RuethPartner Channel

Senior Services Manager

Phil LambManaging Director

Mario OrellanaVP, HCM & Client Services

Partner Program Benefits

InfinityHR Sales Training Market landscape Competitive solutions Sales strategy & planning Sales process Discovery & presales analysis Commercial teaching – challenging your prospects Value sale vs product sale

Sales Demo Certification Training How to prep for sales demos How to configure the demo Process flows and delivery options Employee life cycle vs module deep dives Presentation skills & system navigation

Partner Program Benefits

InfinityHR Competency Certification Training Core HR Implementation Time & Labor Management (TLM) Applicant Tracking (ATS) Performance Management (PM)

Advanced Workshops Workflows Reporting & Analytics Implementation Shadowing

Module recertification training as required upon system updates Partner Tool Kit Dedicated Account Manager and service team Enhanced Communications

Service Pack pre-release for Partners Monthly email blasts / Quarterly webcasts

Partner Program Requirements

Upon acceptance into the program, Partners must abide by program terms and conditions.

Certified Partners must successfully complete required competency training and achieve accompanying assessment (if provided) with a score of 80%+.

Certified Partners are required to have someone within their organization complete the offered competencies. These competencies can be completed by one or more people within the organization. For Partners with only one employee, that employee must hold competencies in required Partner program.

One second attempt at an assessment is provided at no cost. Additional assessment attempts incur a $200 fee (pre-approval from ISS is required for additional attempts).

Certified Partners must complete annual renewal of competency and recertification testing, when required.

InfinityHR Partner Development Cycle

ManageRamp-

UpOnboardEngage

Engage

• Prospects Partner• Defines target

market & business plan

• Creates marketing strategy

Sales & Marketing

• Qualify Partner fit via partner survey

• Communication with partner team leads

• Executes training plan

PDM

Partner

Onboard

• Program enrollment:• Core HR training

& certification• System

implementation process

• Intro to InfinityHR Partner Support Team

PDM

• Welcomes Partner to support culture

• Assists Partner engagement, onboard, ramp process

• Overall liaison for partner to InfinityHR team

PartnerAM

Partner

Ramp-Up

• Identify training gaps

• Support additional partner sales and servicing training needs

PDM

• Partner program administration and escalation

• Champion resolution of issues via Partner service team

Partner AM

Partner

Manage

• Training reviews/survey

• Continuing education & recertification

• Program adjustments

PDM

• Overall Partner management-- retention and forecasting, progress monitoring

• Follow up on Partner/client satisfaction

PartnerAM

Partner

Questions???

Thank you for your partnership!