Introw Glossary

An outreach strategy defines how your team engages with partners or prospects — including cadence, messaging, and channels (like email, LinkedIn, or Slack). For partner teams, strong outreach drives engagement, deal flow, and co-sell velocity.

Introw PRM enhances outreach by auto-notifying partners about deal updates, nudging internal teams via Slack, and syncing all activity to the CRM — no extra tools required.

Example:

‍A partner manager sees stalled deals in EMEA. Using Introw, she auto-triggers Slack nudges to AEs and emails to partners with status updates — reigniting conversations and moving three deals forward that week.

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OKR alignment means syncing your partnerships strategy to your company’s broader Objectives and Key Results (OKRs). This ensures partner-sourced pipeline, revenue contribution, and engagement are driving top-level goals — not operating in a silo.

With Introw PRM, partner performance data connects directly to your CRM, making it easier to align with org-wide OKRs and report on outcomes that matter.

Example:

‍A company OKR is to increase sourced pipeline by 20%. The partnerships team uses Introw to track partner-generated leads and report progress weekly — keeping leadership in the loop with CRM-native dashboards.

An onboarding workflow is the structured set of steps a partner follows after joining your program — such as completing a profile, accessing content, and registering their first deal. Smooth onboarding sets the tone for activation and long-term success.

Introw PRM helps partner managers build simple, no-code onboarding flows that guide new partners through required steps — with progress tracked and synced to the CRM.

Example:

‍A new referral partner signs up through a form. With Introw, they’re automatically guided to complete onboarding steps via email, submit their first lead, and get introduced to their partner manager — all without portal friction.

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Opportunity sharing is the process of giving partners access to sales opportunities where they can add value — whether through referrals, services, or co-selling support. It helps drive collaboration and expand pipeline through shared visibility.

With Introw PRM, partners can view and engage with shared opportunities via email or Slack — no login required — while all updates sync back to your CRM automatically.

Example:

‍A channel manager shares a stalled deal with a partner who has the customer’s trust. The partner adds intel via Slack, the AE adjusts the pitch, and the updated opportunity progresses — all tracked in Salesforce through Introw.

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