CHALLENGE

A One-Directional PRM for a Two-Directional Business

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BambooHR’s mission is simple: set people free to do great work by handling complex HR operations behind the scenes. As the company grew, it built out a formal, multi-channel partner program, creating new ways for customers and BambooHR to drive business together.

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As Sr. Partner Experience Program Manager, PJ Schwartz supports all of BambooHR’s partner programs, overseeing the processes, projects, and systems behind them. At the time, the team relied on a combination of tools and spreadsheets that worked for a smaller program but weren’t built to scale with it.

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This approach required managers to track deal progress and rev‑share commissions in each partner’s specific spreadsheet. For the marketplace program, which had upwards of 150 partners, this meant 150 separate spreadsheets for PJ and the partnerships team to manage.

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And when those partners were approved, onboarding took place across forms and email threads. What should have been an opportunity to grow impact turned into another chain of ad‑hoc steps to manage.

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On top of that, outbound marketplace referrals and inbound partner leads were scattered across the PRM, spreadsheets, and Salesforce. Because updates to deal status or commission data didn’t flow automatically between them, partner managers had to reconcile everything manually, which took time away from partner relationships.

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For the referral program, this system-level fragmentation translated into a visibility problem. There wasn’t a single, consistent place for partners to submit leads, track deal status or commissions, and access resources. The BambooHR team was left to answer payout questions over email.

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Ultimately, PJ knew this approach wouldn’t support BambooHR’s ambitious growth goals. “We had a vision to scale our partner program, and we needed a sustainable way to do that. Adding on 100 more partners meant 100 more spreadsheets, and that wasn’t the kind of program we wanted to build,” he explains.

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What PJ and the BambooHR team needed was a centralized system for lead tracking, reporting, and commission visibility, so he began evaluating different platforms.

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EULER stood out as the right platform to handle the company’s outbound‑heavy marketplace program as cleanly as inbound referrals, all in one place.

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“We were managing partners, referrals, and payments in too many places. We needed a single system that could centralize everything and become the foundation we’d use to build on the program and scale it sustainably.”

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SOLUTION

One Central System for Every Partner Motion

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Implementation was structured and collaborative between the BambooHR team and EULER’s onboarding specialists, beginning with a bi‑directional Salesforce integration.

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Now, when a partner inputs or advances a lead in EULER, it validates against BambooHR’s Salesforce data, while any updates made by AEs in Salesforce appear back in EULER. Partner managers no longer have to chase status updates or compare spreadsheets, reducing manual work and giving BambooHR more accurate partner‑level attribution for every deal and payout.

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For the marketplace program, the two teams went a step further and stood up a custom Salesforce object for outbound referrals. This tracks all lead information BambooHR sends to partners and syncs directly with EULER, so when partners update a lead, those changes are reflected on the outbound referral record in Salesforce. With cleaner revenue‑share tracking and commission collection, BambooHR’s partnerships team has clearer, faster visibility into marketplace revenue.

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On the referral side, partners now submit leads directly in EULER, which triggers Salesforce automations. As AEs work those deals, status changes flow back into EULER, giving partners visibility into deal progress and commissions. The Referral Partner team spends less time answering individual questions, and referral partners have clear visibility into their deals.

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As for new partners, a self‑serve application and onboarding flow replaced the email submissions and scattered forms. Applications, approvals, and onboarding steps now move through a consistent process in EULER, without needing BambooHR to monitor progress.

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With operational work centralized and automated, BambooHR’s partner managers now dedicate more time to partner relationships. PJ notes, “We’re able to focus more strategically on our top partners, spending more time with them and building strategic collaborative initiatives, while letting the referrals work run in the background.”

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The support and collaboration go beyond the platform itself. The EULER team provides responsive, hands-on service that feels like a true partnership, not just a vendor relationship. PJ and the team know that when issues or questions come up, they’ll work through them together.

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“With EULER, we’ve shifted from a reactive to a proactive state. Now we can lean more actively into strategic partner growth and focus on scaling.”

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RESULTS

BambooHR Accepts 256 Partner Applications in EULER

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EULER solved more than just a single pain point - they’ve helped BambooHR streamline how they run multiple partner motions. What began as a manual, spreadsheet-driven operation is now a centralized system built to scale.

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Here's what that shift looks like in the numbers:

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• 50 hours of operational capacity recovered monthly
• 256 partner applications accepted in EULER

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Looking ahead, BambooHR plans to extend EULER’s centralized, scalable approach to additional partner programs.

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“We’re already seeing stronger commission visibility, better partner adoption of those processes, and more consistent reporting across our partner ecosystem. As we continue to scale our programs and refine our processes, one of the first questions is always, ‘How can we do this in EULER?’”