Start with your program model
Ask the team to show how affiliate, referral and reseller/channel programs are represented. If you run multiple program types, test whether each can have distinct applications, partner journeys, reward logic and reporting without creating duplicate administration.
Test attribution and reward logic
Walk through one partner-sourced lead from initial referral to CRM stage changes, closed revenue and a reward. Ask what data is authoritative, how corrections are handled, and what happens when a deal has multiple possible sources.
Test the partner experience
Ask to see what a partner can understand without contacting your team: onboarding steps, links or deal submissions, training, content, status, earnings and payout information. The portal should reduce confusion rather than simply move it into another interface.
Test the monthly close
Have the vendor show what your team does at month-end: review rewards, identify exceptions, approve payment, reconcile invoices and answer partner questions. This is where manual programs often accumulate hidden workload.
Finish with implementation questions
Ask about CRM and payment-system integration, data migration, support responsibilities, rollout sequencing and current pricing. If marketplace recruitment matters, verify which discovery capabilities are available now rather than relying on older collateral.
Book a PartnerStack demo
Use the supplied affiliate demo link to start a current product conversation.
Book a PartnerStack demo →Source basis
This page was synthesized from the supplied approved/public PartnerStack source library. Product capabilities can change; verify current details with the vendor.
- Feature Use Case Map
- Payments Explainer
- Customer evidence map