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Partner Evaluation & Assessment


A comprehensive Partner Evaluation Assessment will allow a full visualization of your Partner ecosystem, the identification of investment & revenue potential by Partner, region and product. Sherpa will assess your whole Channel or parts thereof, and will deliver a comprehensive report and online tool to deliver the results.

Visualize Partner Ecosystem

Creates the ability to visualise the make-up of your channel partners to facilitate creating a case for channel investment and how to apply investment for incremental growth

  • Informed Decision-Making | Allows investment decisions to be based around data of sales performance and partner potential. Repeatable process to increase internal accountability and performance measurement

  • Identify Potential & Gaps | Enables easy identification of opportunities for incremental revenue growth and identification of gaps in the partner ecosystem prior to recruitment

  • Insightful Channel Measurement | Calibrated to Vendors’ overarching objectives, create a measurement framework which extends beyond tiering/ simple revenue metrics which impact ROI

View sample data 


Sherpa's Process

Our Partner Impact Assessment process endeavours to understand the wider channel ecosystem objective and blends together data from across your Partner environment including: Sales CRM, PRM, Regional Account Team and Partner survey.

Sherpa process:

  • Align on Objectives | Formalize the functional objectives of Partners and determine value criteria        
  • Data & Calibration | Understand data sources and calibrate model to match value criteria
  • Analyze & Segment | Group Partners in segments according to potential and performance criteria
  • Plan & Execute | Use analysis to create recommendations and implementation plan
  • Optimize & Repeat | Repeat assessment every 6 months and optimize strategy based on results 


Download our insight report

Understand how to visualize Partner value and risk in modern Partner ecosystems to drive data-led Partner and program investment decisions:

  • Discusses emerging ecosystem segmentation models based on Partner purpose
  • Explains new model to segment Partners based on potential growth 
  • From data to action how to deliver ongoing results from assessing Partner value


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