Introw Glossary

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Upstream Partners

Noun

Upstream partners are companies that offer complementary products or platforms that your solution integrates with or builds on. These partners can unlock access to new markets and create co-selling or bundling opportunities.

Introw PRM helps manage upstream partner collaboration through shared pipeline tracking, Slack/email-based communication, and CRM-native deal registration.

Example:

A SaaS startup integrates with a large cloud provider — an upstream partner. With Introw, the team tracks joint deals tied to that integration and shares pipeline updates without switching tools.

Unified Reporting

Noun

Unified reporting consolidates data across teams, partners, and tools into a single, centralized view. It helps eliminate silos and gives leadership clear insights into pipeline, performance, and revenue.

Introw PRM brings partner data into your CRM, enabling unified reporting alongside direct sales metrics — no need to stitch together multiple spreadsheets or dashboards.

Example:

During a board meeting, the CRO uses a single Salesforce dashboard — powered by Introw — to show both partner-sourced and direct pipeline performance for Q3, without separate reports.

User-Based Permissions

Noun

User-based permissions control what different users can see and do within a system based on their role, access level, or partner type. They're essential for maintaining data security and customizing partner experiences at scale.

Introw PRM supports user-based permissions so you can tailor what each partner or internal user sees — whether it’s specific deal data, content, or workflows — all managed from within your CRM-connected environment.

Example:

A referral partner sees only their own submitted deals, while a strategic partner gets access to co-sell workspaces. Introw applies these permissions automatically, based on partner type and tier.

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