FREQUENTLY ASKED QUESTIONS

Answers for Modern
Partner Teams.

What is POPS AI?

POPS AI is EULER's partner operations agent. It lives in your EULER dashboard and in Slack, reads across every partner in your account, and answers questions about referrals, deals, commissions, invoices, agreements, incentive tiers, directory profiles, onboarding progress, and service projects. It also acts: inviting partners, managing roles, and building and assigning flows and quizzes.

What is the difference between POPS AI and PAM AI?

POPS works for your team. PAM works for your partners. POPS lives in your EULER dashboard with company-wide access, so it answers across every partner: program KPIs, pending approvals, partner lookups, and charts from your data. PAM lives in the partner portal, Slack, and mobile, scoped to one partner's own data.

What can you ask POPS AI?

Anything your program data can answer. Top partners by revenue this quarter. Pipeline by stage with counts and total value. Total commissions paid last month. Partners with zero activity in the last 30 days. Referral volume over the last six months. How many partners are waiting for approval. Which of your partners can support a customer in Spanish.

Can POPS AI take action, or does it only answer questions?

It acts. POPS invites partners to the portal, creates partner contacts, creates and assigns roles, and builds onboarding flows and quizzes then assigns them by tag. It confirms the details with you before it runs anything, and everything it creates appears in the platform as a normal record your team can edit. Approving referrals and partner applications stays with your team.

What are POPS AI Sub Agents?

A Sub Agent is a routine POPS runs on a schedule so you stop having to ask. You describe it once, pick daily, weekdays, or weekly and a time, and POPS runs a dry run first so you see exactly what it would do before anything is scheduled. Each run leaves a conversation you can open and read.

Can POPS AI build partner onboarding flows and quizzes?

Yes. Ask for a three-step onboarding flow or a five-question quiz on your pricing and POPS builds it, then assigns it to the partners you name or to everyone carrying a tag. You can see attempts and scores, and edit everything it built in the platform.

Can POPS AI create charts from partner data?

Yes. POPS generates pie, donut, bar, and box plot charts. You get the best results by asking for the data and the chart in the same request, so it retrieves the right records before it draws anything.

Can POPS AI tell me why a partner cannot access the portal?

Yes. Give it the contact's email, the partner company, and what they cannot do, and POPS returns a full diagnosis: agreements pending signature, onboarding flows locking the portal, role restrictions on the contact, features not enabled for that partner, sections hidden by visibility settings, and invitation issues such as never invited, bounced, or invited but never activated. If nothing is blocking on EULER's side, it says so and suggests what to check next.

What data can POPS AI see?

POPS is scoped to your EULER account. It reads across all of your partners and nothing outside your account. Sub Agents are narrower still: each one runs as the person who created it and sees only what that person sees. Every Sub Agent is read-only by default and changes nothing until you turn writing on for that specific routine.

Where can I use POPS AI?

In your EULER dashboard, in Slack, and in the EULER AI mobile app on the App Store and on Google Play. In Slack, direct messages to the EULER app route to POPS, and you can mention it in any internal channel. In Slack Connect channels mapped to a partner, mentions route to PAM instead, so a partner never reaches POPS. On mobile, users who work on both sides switch between the POPS and PAM contexts inside the same app.

What is DealFlow AI?

DealFlow AI is EULER's AI deal registration agent. It reads the partner deals that arrive by email and Slack, extracts the company, contact, role, and context, and creates the registration in EULER with the partner attached. Your team still approves it, and the record syncs to your CRM.

How does automated deal registration work?

Automated deal registration replaces the form with extraction. Instead of asking a partner to fill in fields, DealFlow AI reads the message they already sent, pulls the deal details out of it, and pre-fills the registration. Someone reviews the extracted fields and submits, and the deal enters your approval queue with attribution attached.

Can partners register a deal by email?

Yes. Forward the intro to EULER, or CC EULER on the thread. No format is required. DealFlow AI reads the email, extracts the referral or deal registration, and creates the record automatically.

Can partners register a deal from Slack?

Yes. In Slack, open the message actions on a partner's message and choose Create Referral from Message. AI analyzes the message and opens the referral form with name, email, company, and other fields already filled. You pick the partner, review the values, and submit. Partners can do the same from their own workspace with the Send referral with AI shortcut, or use the /referral slash command.

Does DealFlow AI approve deals automatically?

No. DealFlow AI creates the registration. It cannot approve one. Every submission sits as pending in your EULER dashboard until someone on your team approves or rejects it, and the Slack message updates on its own when the status changes.

How does DealFlow AI handle partner attribution?

Attribution is written at creation, not reconstructed later. The partner is attached to the record the moment DealFlow AI creates it, and that attribution holds from submission through pipeline to closed revenue, including the split between partner-sourced and partner-influenced.

Does DealFlow AI sync with HubSpot and Salesforce?

Yes. EULER syncs partner, contact, deal, and revenue data with HubSpot and Salesforce in both directions, so a registered partner deal lands on real CRM records and your revenue team sees partner-sourced pipeline next to every other deal.

What happens if the deal is already in our CRM?

EULER checks every submission against your CRM at intake. A lead already in your pipeline is flagged as a duplicate at registration instead of surfacing as an attribution dispute at quarter end. The email address is the field used to match, so a typo is the usual cause of a false duplicate.

What is the difference between a referral and a deal registration?

A referral hands a lead over: the partner passes you the details and your team takes it from there. A deal registration claims an opportunity the partner is working themselves, so they stay involved and the deal is formally attributed to them. Registrations can also expire after a window you set. DealFlow AI captures both the same way.

Do partners need to log into a portal to register a deal?

No. Partners can register from email, from Slack, from the browser extension on any webpage, from a form embedded on your site or a microsite, or through PAM in the partner portal. The portal is one option, not the requirement.

What is the EULER MCP?

The EULER MCP connects your favorite LLM straight to your EULER account. Claude, ChatGPT, Gemini, Grok. Ask about partners, referrals, deals, and commissions in plain language and get answers from your real data.

What can I ask about my partner program?

Anything your dashboard answers. How many active partners you have. Which partners are waiting on approval. Top 5 partners by revenue this quarter. How much you paid in commissions in April. Your sourced versus influenced breakdown. Which Premier partners you have in North America. One question replaces several dashboard screens.

Can it do things, or only answer questions?

It does things. Moderate your Partner Directory: approve or reject profile edits, hide a profile, set a tier, mark one as featured. Add partners and rewrite their descriptions. Referral and partner application approvals stay in your EULER dashboard, by design.

Which AI assistants does EULER MCP work with?

Claude, ChatGPT, Gemini, Grok, Cursor, and any other MCP client. We publish step-by-step guides for Claude, ChatGPT, Cursor, and Gemini CLI. For Gemini, use the CLI, since the Gemini web app doesn't support custom MCP servers yet.

How do I connect EULER to my AI assistant?

Same shape everywhere. Add the EULER connector, sign in once with your EULER email and password, choose which accounts to share, and click Allow. In Claude, EULER is listed in the connector directory, so you just click Add. Everywhere else, point it at https://mcp.eulerapp.com/mcp.

Do I need an API key or engineering help?

No. None of the platforms need an API key. EULER uses OAuth, so your assistant detects the login automatically and prompts you to sign in on first connect. In Claude there's nothing to paste at all, since EULER is an official listed connector.

Do I need a paid plan?

Depends on the platform. Claude and ChatGPT both require a paid plan, and ChatGPT also requires Developer Mode. Gemini CLI is free. Cursor works on any plan, including free. Our setup guides list the current requirements for each platform.

Can our partners connect their own AI assistant?

Yes, scoped to their own partnerships only. Partners can ask about their commissions, deals, referrals, performance, and agreements in plain language, in their own language if they prefer. They can submit a referral, file a deal registration, and accept or decline the referrals you send them, all from chat.

What data can it see, and can it change things without me?

You choose which accounts to share when you authorize the connection, and you can change that later by disconnecting and reconnecting. For anything that writes, your assistant confirms with you before it acts. In the Partner Directory, only profiles in your own directory can be changed.

Does this replace the EULER dashboard?

No. It's a conversational layer over the same data and the same permissions. Resolve a referral in the dashboard and it resolves everywhere, and the other way around. Use the dashboard to navigate or build a report. Use your assistant when you want one answer fast.

What is PAM AI?

PAM is EULER's AI partner account manager. It lives inside the Partner Portal, Slack, and mobile, and it works for your partners, answering their questions about deals, commissions, invoices, agreements, incentive tiers, and enablement content using their own data. Partners get an always-on account manager without you adding a single headcount.

What can partners ask PAM?

Anything about their own program. Pipeline and deal stage, commission earned last quarter, unpaid invoices, which incentive tier they are in and what gets them to the next one, the terms of their agreement, their assigned training and completion status, available MDF or CIF funds, and questions answered from the enablement content you shared with them.

Can a partner submit a referral through PAM?

Yes, in plain language. A partner describes the lead in a message the way they would tell a colleague, and PAM pulls out the company, contact, role, and context, builds the referral record, and confirms the details before submitting. No form, no fields, no portal navigation.

Can PAM see other partners' data?

No. PAM is partner-scoped. Each partner sees only their own deals, commissions, invoices, agreements, tracking links, and the content you have explicitly shared with them. Knowledge base answers respect the indexing settings you configure. There is no path for one partner to surface another partner's information.

Where can partners use PAM?

In the EULER Partner Portal, in Slack, and on mobile. Partners can type their question or tap the microphone and speak it. The point is that partners should not have to log into a portal to do something that could have happened in a message, so PAM meets them in the channel they already use. Partners can also ask in whatever language they work in, and PAM answers in the same one.

Does PAM only answer questions, or can it take action?

It acts. PAM submits referrals, creates tracking links, and files MDF and CIF fund requests, walking the partner through the form question by question. Before executing anything it confirms the details. Everything PAM creates appears in the platform as a normal record your team can review and edit.

Where does PAM get its answers?

From two places: the partner's own records in EULER, and the knowledge base you build. You add knowledge sources as documents, plain text, or websites, and you can map a site to index multiple pages at once. Each source has an Active or Inactive toggle, so you can pause outdated content without deleting it.

What can't PAM do?

PAM cannot approve or reject referrals or partner applications. Those stay with your team, by design. PAM also does not write directly to Salesforce or HubSpot, since deal data flows through your CRM sync. Some capabilities like MDF funds and service projects depend on your program configuration and plan.

Do partners need training to use PAM?

No. PAM is a chat box. Partners open the portal, Slack, or mobile and ask in plain language. Answers get sharper when they include a timeframe like Q4 or last 30 days, name the deal, or ask for a format like a table or a top five list, but none of that is required to get a useful answer.

What is the difference between PAM AI and POPS AI?

PAM works for your partners, POPS works for your team. PAM lives in the Partner Portal and is scoped to one partner's own data, so it answers their deal, commission, and enablement questions. POPS lives in your EULER dashboard with company-wide access, so it answers across every partner: program KPIs, pending approvals, partner lookups, and charts from your data.

What does the EULER HubSpot integration do?

EULER connects your partner program to HubSpot and keeps partner, contact, deal, and revenue data in sync in both directions. Partner activity lands on the right HubSpot records, referrals from partners create and update real CRM data, and your team sees partner-sourced pipeline in the same place it manages every other deal.

What HubSpot data does EULER sync?

EULER syncs the Company, Contact, and Deal objects, plus custom objects if you use a dedicated partner object. From Contacts it reads first name, last name, email, title, and created and modified dates. From Deals it reads amount, pipeline, deal stage, deal name, close date, closed won and closed lost reason, forecast amount, and billing ID and source when available.

Can I send partner referrals directly from HubSpot?

Yes. EULER installs a HubSpot UI Extension that adds a "Send referral to partner" card to the Company record. Anyone in your portal picks a contact, picks one or more partners, and submits the referral without leaving HubSpot. The card then shows recent referrals, the partner each went to, and the current status.

How do I connect HubSpot to EULER?

You connect HubSpot through OAuth inside EULER. Go to Integrations in EULER, click Integrate under the HubSpot integration, approve the requested scopes in HubSpot, then map which fields EULER should read and where EULER Forms should write back. To use the referral card, a HubSpot admin adds it from the Card library in Company record customization.

Does EULER write data back to HubSpot, or is it read-only?

EULER reads and writes. EULER Forms let you choose exactly which object and which fields get updated, so partner submissions create and update real HubSpot records instead of sitting in a separate tool. Write access is what powers referral creation, deal attribution updates, and HubSpot workflows triggered by partner activity.

How does EULER track partner-sourced and partner-influenced revenue in HubSpot?

EULER attaches partner attribution to the Deal object, so partner-sourced and partner-influenced pipeline live on the same deals your sales team already works. Because attribution sits on the deal record, commission eligibility, partner performance reporting, and revenue dashboards all run off one set of numbers instead of a spreadsheet maintained on the side.

Does EULER work with custom objects in HubSpot?

Yes. If you model partners with a dedicated custom object, a deal-partner junction object, or a custom attribution structure, EULER reads and writes to it. EULER also reads your HubSpot schemas, so it picks up your existing properties and custom fields without hardcoded mappings or engineering work on your side.

How does EULER handle HubSpot associations between partners, contacts, and deals?

EULER uses HubSpot's native associated records, the ones in the right-hand panel of the record view. HubSpot has no lookup fields, so EULER never fakes relationships with text fields or dropdowns. If your team currently associates partners through a picklist, that setup needs configuration beyond the standard integration.

What HubSpot permissions does EULER need, and is it secure?

EULER requests read and write scopes on Companies, Contacts, Deals, and custom objects, plus read access to your CRM schemas. Leads, Users, and Currencies scopes are optional and only used when your workflows need them. EULER is SOC 2 Type II compliant, authenticates through OAuth with no credential sharing, and logs every interaction.

Can I run a partner program in HubSpot alone, without a PRM?

You can start there, and most teams do. It breaks at the point where partners need their own access. HubSpot has no partner portal, no partner onboarding, no partner-facing deal registration, and no payout logic, so those jobs move into spreadsheets and email. EULER adds that layer on top of HubSpot instead of replacing it, which is why your CRM stays the source of truth for revenue.

What is a partner directory?

A partner directory is a public, searchable page where your customers find the partners qualified to sell, implement, or support your product. Done well it is a lead source for your partners and a reason for them to certify. Done the usual way it is a page somebody built once and nobody has updated since. EULER makes the directory something partners maintain themselves and something your program can measure.

Why do most partner directories go stale?

Because every update runs through your team or your web team, so most updates never happen. The partner changes their services, their certifications, or their focus, and the listing keeps describing who they were two years ago. The bottleneck is the approval path, not the partner's willingness. In EULER partners build and update their own listings inside the structure you define, and your team approves rather than transcribes.

What should a partner listing include?

Enough for a buyer to choose, which usually means services offered, industries and regions served, certifications held, and how to make contact. What you should not do is let every partner write freeform copy, because then nothing is comparable. In EULER you define the fields, capabilities, and regions partners fill in, so listings stay structured and searchable while partners keep control of their own content.

How do buyers tell qualified partners apart?

Through something they did not self-report. If every partner in the directory looks the same, the directory is useless for choosing one, which is why most of them do not get used. In EULER tier status and the certifications and badges partners have earned are displayed on the listing, awarded on completion of the training you built. Buyers can see who is qualified, and certification becomes worth completing.

How do you track the leads a directory generates?

By attributing the submission to the partner it came through, at the moment it arrives. Most directories send a contact form somewhere and nobody records that the interest originated with you, so the partner never credits your program and you never count the pipeline. In EULER directory and microsite submissions are attributed to the partner they came through and tracked like every other partner-sourced deal.

Does a partner directory help SEO?

It can, if each listing is a real indexable page with substantive content, and it does nothing if the directory is one page with results loaded behind a filter or a query parameter. Partner listings carry service, industry, and location language that no other page on your site covers, which is exactly the long tail buyers search. Structure the directory so each partner has a page worth indexing.

How do you get partners to keep their listings current?

Give them a reason. A listing nobody sees is not worth the effort of maintaining, and partners can tell the difference between a directory that sends real buyers and a logo wall. In EULER attributed inbound interest flows back to the partner through the listing, so keeping the profile sharp has a visible return and the maintenance stops being your job.

What is the difference between a directory and a microsite?

directory is one public page where buyers browse and compare many partners. A microsite is a single partner's own branded page, usually tied to a referral or registration flow they point their own audience at. One is discovery, the other is conversion. EULER runs both, and submissions through either are attributed to the partner they came from.

Do you need your web team to launch a partner directory?

You should not, and needing one is why directories take a quarter to launch and then never change. Every listing edit that requires a developer ticket is an edit that does not happen. In EULER the directory is published and maintained inside the platform, partners populate their own listings, and your team approves without a ticket to anyone.

What should you measure on a partner directory?

Submissions attributed to partners, how many listings were updated by the partner in the last quarter, and how many partners have earned a certification worth displaying. Traffic on its own tells you the page is visited, not that it works. EULER tracks attributed submissions per partner alongside the rest of their record, so the directory reports as a channel rather than as a web page.

What is two-tier distribution?

In two-tier distribution you sell to a distributor, the distributor sells to resellers, and the resellers sell to end customers. You gain reach and credit handling and give up direct visibility, which is the trade. Distribution runs on volume, and volume punishes manual process. EULER structures the deal flow, the enablement, and the payouts behind it so the program can grow past the point where spreadsheets stop working.

What is the difference between a distributor and a reseller?

Who they sell to. A reseller sells to the end customer. A distributor sells to resellers, aggregating credit, logistics, and a partner base you would otherwise recruit and manage yourself. That makes distribution a scale decision rather than a revenue one, and it only pays off if the reporting keeps up with the volume. In EULER distribution deal flow is structured and attributed like every other partner motion.

Why does distribution reporting always arrive late?

Because it arrives as a file. Deal and revenue data comes in at month end, so every decision you make is against last month's picture, and any question in between waits for someone to pull a report. In EULER registrations write into your CRM with attribution attached as they happen, so distribution pipeline sits next to everything else in real working order rather than as a monthly attachment.

How do you structure distributor deal flow?

Through forms with your fields and your approval routing, so that what arrives is usable without cleanup. Unstructured distribution data means someone on your team normalizing a spreadsheet before anyone can act on it. In EULER distributor deals arrive through structured forms and write into your CRM with attribution attached, instead of showing up as a file at month end.

How do you calculate distributor rebates?

Once, in configuration, and then automatically against attributed revenue. Tier and rebate math in a spreadsheet one person built and nobody else fully understands is a single point of failure that grows more expensive every quarter. In EULER distribution tiers and their rebate levels are structured in the platform, calculated against attributed revenue, and visible to the partner in their portal.

How do you enable a large partner base without managing it one partner at a time?

By assigning rather than sending. Catalog updates, pricing changes, and training that go out by email to a base too large to track produce no record of who received or read anything. In EULER you publish catalog content, pricing, and training to a branded portal and assign flows by partner tag or tier, with completion tracked across the whole base.

Why do distributor portals get abandoned?

Because partners log in once during onboarding and find nothing that repays a second visit. Whatever is in there goes stale, which confirms the decision not to return, and the portal becomes a place you put things rather than a place anyone goes. In EULER PAM gives distributor teams live program and deal data in the tools they already work in, so the answer does not depend on the login.

How do you get distribution data without waiting for a month-end file?

By having it written as it happens rather than reported after the fact. The lag is a process artifact: the data exists at the distributor from the moment the deal is registered, and the month-end file is just the delivery mechanism. In EULER registrations and deal progression write into your CRM with attribution attached as they occur, so the picture is current between reporting cycles.

How do you keep invoices and payment history where finance can find them?

On the partner record, with the calculation that produced each payment attached to it. Payment history scattered across finance systems and email makes every distributor dispute an archaeology exercise. In EULER invoices and payment history sit on the partner record alongside the attributed revenue they were calculated from.

What should you measure in a distribution program?

Revenue per distributor, how many of their resellers are actually transacting, registration coverage as a share of closed business, and the lag between a deal happening and you knowing about it. That last number is the one that tells you whether the program is scaling or just growing. EULER reports across registrations, enablement completion, and payouts in one place.

What is an agency partner program?

An agency program works with the firms that generate demand for you: running campaigns, producing content, and putting your product in front of audiences they already own. Agencies generate demand when the process makes it worth their time, and stop when the funding or the proof becomes a chore. EULER handles the funding, the lead capture, and the proof that keeps the program funded.

What is MDF?

Market development funds are money you give a partner to run marketing on your behalf, usually against an agreed plan and paid on evidence that the plan happened. It is the most defensible spend in a partner program in theory and the hardest to defend in practice, because requests, approvals, and proof end up scattered across email. In EULER you build MDF and co-investment budgets, set who is eligible and for how much, and route requests through your approval flow.

What is proof of performance and why gate payouts on it?

Proof of performance is the evidence that the funded activity actually ran: the campaign, the event, the content, and what it produced. Gating payment on it is what separates co-marketing from a subsidy, and it is the only thing that makes the budget defensible when finance asks. In EULER nothing pays out until proof of performance is approved, and budget is tracked the whole way.

How do you approve MDF requests without losing them in a thread?

With a single workflow and a threshold. MDF asks that land in email, get approved in a thread somebody later cannot find, and produce proof as an attachment somewhere are the normal state of most programs. In EULER requests route through your approval steps automatically, with amounts below your threshold clearing on their own so small requests do not consume a manager's week.

How do you track committed versus paid budget?

Continuously, in the same place the requests live. When someone asks what is committed versus paid, most teams cannot produce it without a reconstruction, which is how co-marketing budgets get cut. In EULER budget is tracked as total, committed, paid, and remaining, so the answer exists before the question is asked.

How do you attribute the leads an agency generates?

At the point of capture, in whatever channel the agency uses. Agency-generated demand usually arrives in the funnel with no partner attached, and once it is in there anonymous it stays that way. In EULER agencies send leads through a microsite, an affiliate link, a forwarded email, or Slack, and every one is attributed to that partner and written into your CRM.

How do you prove co-marketing ROI?

By connecting the spend to the pipeline it produced in one system, rather than matching a spreadsheet of payments against a report of leads. The ROI never gets proven in most programs, so the budget never grows, which is the real cost of scattered process. In EULER spend, pipeline, and partner performance report in the same place, so the number you take to finance is assembled from records rather than argued from memory.

How can agencies produce co-branded material without waiting on your marketing team?

By generating it from templates you control. A campaign that waits for a slot in your marketing calendar is a campaign that misses its window, and the agency stops asking. In EULER agencies generate co-branded materials and joint value propositions from templates you set, so you keep the guardrails and the branding stays consistent without becoming a queue.

How do you decide which agencies get funding?

On eligibility rules set in advance, not on who asked first or who asked loudest. Funding decided case by case looks arbitrary to partners and becomes impossible to defend internally once the program has more than a few agencies in it. In EULER you set who is eligible and for how much before requests arrive, so the rule does the deciding.

What should you measure in an agency program?

Pipeline per dollar of funded spend, share of requests that returned approved proof, leads attributed per agency, and how much of the committed budget was actually claimed. Unclaimed budget is a signal the process is too heavy, not that partners are uninterested. EULER reports spend and attributed pipeline together rather than in two systems.

What is a consultant or advisory partner program?

It works with the advisors who shape a buying decision without ever transacting: the consultants in the room when a shortlist gets built. They rarely register a deal, they often decide it, and they are the partner type most programs have no record of. A consultant who is out of date recommends someone else. EULER keeps advisory partners informed and keeps a record of what they bring you.

Why are consultants so hard to measure?

Because their contribution is influence, and influence leaves no artifact unless you create one. The partners shaping your biggest deals have the least visible footprint in your program, so they get the least investment, which is exactly backwards. In EULER a consultant can be attributed to a deal by the role they played on it, and registrations, engagement, and enablement activity sit on their partner record.

What is partner influence and how do you attribute it?

Influence is a partner changing the outcome of a deal they did not source: validating you technically, opening the executive door, or steering a shortlist. Attributing it means recording the role at the time it happened rather than reconstructing it in a QBR. In EULER more than one partner can be credited on the same deal, each by the role they played, so influence becomes data instead of an argument.

How do you keep consultants current on your product?

Not with recurring calls, which is how most programs do it and why they stop scaling past a handful of advisors. Enablement has to reach the partner without occupying your calendar. In EULER you publish content and training to a branded portal, assign flows by partner tag or tier, and track who completed what, so consultants stay current without a scheduled meeting.

How do you capture an introduction that arrives as an email?

By treating the email as the registration. A warm intro from a consultant lands in an inbox, gets forwarded to a rep, and never becomes a tracked opportunity, so the partner's contribution disappears. In EULER a forwarded email or a Slack message becomes a registered opportunity with attribution attached through DealFlow AI. The introduction is captured the way they were already going to send it.

Should consultants be paid a referral fee?

It depends on whether their independence is the product. Some advisory firms cannot accept fees without compromising the neutrality clients pay them for, and offering one damages the relationship. Others operate on referral economics openly. Run both. In EULER paid and unpaid advisory relationships sit in the same program, with commission structures applied per partner rather than per program.

How do you answer a consultant's question while they are in front of a client?

Immediately, or the answer does not matter. A consultant needs product or program detail during the meeting, and your team is asleep, in a meeting, or a day behind. In EULER PAM answers product, program, and deal questions with live data around the clock, in the tools the consultant already uses.

How do you certify advisory partners?

With training that matches what they actually do, which is recommend rather than implement. Certifying a consultant on deployment detail they will never touch wastes the goodwill you need for the parts that matter. In EULER you assign enablement flows by tag or tier and track completion, so an advisory track can exist alongside a technical one without either partner sitting through the wrong content.

How do you keep advisory relationships warm without a portal?

By meeting them where they work and asking almost nothing of them. Consultants will not manage a relationship inside your portal, and building the program on the assumption that they will is why most advisory programs quietly stop. In EULER communications trigger on activity, PAM handles questions in their own tools, and content reaches them without a login being the precondition for any of it.

What should you measure in a consultant program?

Deals with an advisory partner attached in any role, win rate on those deals versus the rest, enablement completion across your advisor base, and how many advisors passed along anything at all this quarter. Measuring consultants on sourced revenue alone will tell you the program is failing when it may be your most valuable one. EULER reports on influence and sourced contribution separately.

What is an MSP partner program?

An MSP program works with the firms that manage your product inside your customers' environments on an ongoing basis, rather than selling it once and leaving. The MSP owns the customer relationship long after the deal closes, which makes them the partner type with the most influence over renewal. EULER connects what they sell, what they deliver, and what they earn in a single view.

What is the difference between an MSP and a reseller?

Duration. A reseller transacts and the relationship resets at renewal. An MSP is embedded in the customer's operations continuously, which means their economics run on recurring revenue and their value to you is measured in retention, not bookings. Paying an MSP on a one-time resale margin misaligns the whole relationship. In EULER tiers and rebate levels can be structured against recurring and renewal revenue instead.

How do you pay partners on recurring revenue?

Automatically, against attributed revenue, as accounts renew. Recurring calculations done by hand work at ten partners and collapse at fifty, because every renewal adds a row to a spreadsheet one person understands. In EULER payouts calculate automatically as accounts renew, and every payment stays traceable on the partner record.

How do you track what MSPs actually deliver?

By following the work, not just the contract. Once an account moves to an MSP, delivery quality and customer health drop out of most programs' reporting entirely, which means the thing that decides renewal is the thing you cannot see. In EULER you follow the work MSPs perform on managed accounts from kickoff through completion, alongside the deals that created it.

How do you measure MSP quality?

With structured feedback from the customer receiving the work, collected the same way every time so it can be compared. Anecdotes from account reviews are not a measurement and they arrive too late to act on. In EULER surveys collect customer feedback on completed work and roll into a quality score for each partner.

How do you support MSP teams across time zones?

Without a queue, because MSP teams work when their customers do and your partner managers do not. The same operational questions on tier requirements, certifications, deal status, and payouts land on a person, and every one of them has an answer already sitting in your data. In EULER PAM answers them with live data at any hour, in whatever time zone your partners work in.

How should MSPs be tiered?

On what they deliver as well as what they close, because an MSP that sells well and manages badly costs you customers quietly. Most programs tier on bookings alone, with no measure of the delivery that decides retention. In EULER quality scores from customer feedback sit alongside recurring revenue on the partner record, so tiering can reflect both.

How do you keep rebate math out of a spreadsheet?

Configure the logic once and calculate against attributed revenue automatically. Renewal-based rebates are exactly the kind of calculation that gets slower every quarter the program grows, and the person who built the spreadsheet becomes a dependency. In EULER tiers and rebate levels are structured in the platform, payouts run on schedule without reconciliation, and the MSP can see their own numbers.

How do you see customer health on MSP-managed accounts?

Through the delivery record and the customer's own feedback, since you no longer have a direct line into daily operations. Waiting for the renewal conversation is how programs discover an account was in trouble for two quarters. In EULER managed work is tracked from kickoff to complete alongside the deals it came from, and survey responses attach to the partner and the account.

What should you measure in an MSP program?

Recurring revenue per active MSP, renewal rate on MSP-managed accounts versus direct, quality score per partner, and how much partner manager time goes to answering operational questions. That last one is usually the largest hidden cost in the program. EULER reports across revenue, delivery, and support activity from the same record.

What is a solution partner?

A solution partner sells your product and then implements it, carrying the customer from first conversation through to live. That combination is valuable because nothing is lost at the handoff, and risky because one partner now owns both halves of the outcome. Partner software has tracked the sale for thirty years and ignored what happens after it. EULER keeps both halves in one place instead of losing the second one.

What is the difference between a solution partner, an SI, and a reseller?

A reseller transacts and moves on. An SI implements, usually without owning the sale. A solution partner does both, which changes what you owe them: sales enablement and implementation certification, not one or the other. Programs that treat all three identically end up under-supporting the partners with the most surface area. In EULER each type runs its own enablement flows, project tracking, and terms on one platform.

Why does visibility stop at the handoff?

Because the deal closes in one system and the deployment happens in another, and nothing carries across. Everything after signature lives outside the tool that tracked the sale, so the partner record ends at the moment the relationship gets interesting. In EULER, when a partner closes a services opportunity, the matching project is created automatically and linked to the deal, carrying the context over.

How do you connect a closed deal to the deployment that follows?

Automatically, from the opportunity itself. Manual handoffs mean deal details get typed into a project tracker a second time or they get lost, and both outcomes cost you the ability to report on the full motion. In EULER the project is created from the closed opportunity and stays linked to it, so deal context, project status, and customer feedback sit on the same partner record.

How do you certify the people doing the implementation work?

By assigning training to them specifically and tracking who finished it, rather than publishing a library and hoping. Deployment quality varies by whoever showed up when certification is optional and invisible. In EULER you assign implementation training by partner tag or tier, track completion per person, and certify the people doing the work. PAM answers their questions with live data at any hour.

How do you measure deployment quality?

From the customer, at completion, in a form you can compare across partners. An opinion collected in a QBR months later is not a measurement. In EULER surveys fire when a project completes, go straight to the customer who received the work, and roll into a quality score per partner.

How do you know which solution partners deploy well?

You cannot, until you collect the same signal from every deployment. Every solution partner looks equally capable until a customer implementation goes wrong, which is a late and expensive way to learn. In EULER scored customer feedback across completed projects shows which partners deploy well and which ones need support before the next one starts.

How do you support partners during a deployment without adding headcount?

By answering the routine questions without a person. Most of what a deploying partner asks is operational: configuration detail, program requirements, where a deal or project stands. In EULER PAM answers those with live data around the clock, so your team spends its time on the implementations that are actually at risk.

Should solution partners be tiered on sales or delivery?

Both, weighted to what the customer experiences. A partner who sells well and deploys badly generates revenue and churn at the same time, and a tier model that only counts bookings will keep promoting them. In EULER quality data from completed projects sits alongside revenue on the partner record, so tiering can reflect the whole motion.

What should you measure in a solution partner program?

Services deals closed, how many of those became tracked projects, time from close to live, certification coverage among the people delivering, and quality score per partner. The gap between deals closed and projects tracked is usually the first thing worth fixing. EULER reports across all of it from one record rather than from two systems stitched together.

What is a system integrator partner program?

An SI program works with the firms that implement your product inside large organizations, usually on multi-month projects with their own project managers, methodology, and tooling. SIs rarely resell and often decide whether the customer ever reaches value. That makes them the partner type with the most influence on renewal and the least visibility in most programs. EULER tracks what they deliver without asking them to work somewhere new.

Why is SI delivery invisible to most partner programs?

Because partner software was built to track the sale and stops at signature. An SI can carry a customer through a six month implementation that decides whether they renew, and the program has no record of how it went. The first real signal on delivery quality arrives as a renewal conversation going badly. EULER closes that gap by tracking the project alongside the deal that created it.

How do you track a project when the SI works in their own systems?

You do not ask them to re-enter anything, because they will not. An SI has no commercial reason to maintain a second project record in your portal, and a program built on that assumption gets status by email thread instead. In EULER an SI's own systems update project status directly through a public API, in single or batched updates, using the IDs they already use internally.

What is service project tracking?

It is following the implementation itself, not just the deal that funded it: which projects are running, what stage each is at, who is delivering, and how it ended. Every company's implementations run differently, so fixed stages imposed by a vendor tend to go unused. In EULER you define your own project types and statuses, then follow every implementation from registration through completion.

How does a closed deal become a project?

Automatically, or the handoff is where your data breaks. Typing deal context into a separate project tracker is the step everyone skips when the quarter gets busy, and the project record ends up thin or missing. In EULER, when a services deal closes won, the project is created automatically with the deal context carried over, so the sale and the delivery stay linked on one record.

How do you measure delivery quality?

Ask the person who received the work, at the moment the work ended. Asking your own team produces an opinion, and asking months later produces a memory. In EULER a survey goes to the customer contact when a project completes, with reminders if it goes unanswered, and responses roll into a quality score for that partner.

Should partner tiering include delivery performance?

Yes, and leaving it out is why programs keep investing in SIs whose customers churn. Tiering on bookings and influence measures the half of the relationship that happens before the customer gets value, and ignores the half that decides whether they stay. In EULER quality scores from completed projects feed tiering and investment decisions alongside revenue.

What project stages should you track?

The ones your implementations actually have. Kickoff, discovery, configuration, migration, user acceptance, and go live are common, but an SI engagement in a regulated industry looks nothing like a mid-market rollout. The mistake is adopting a vendor's stage model and then working around it. In EULER project types and statuses are yours to define, and the API accepts updates against them.

How do you compare one SI against another?

On the same data, collected the same way, from projects that ran to completion. Comparing SIs on reputation and relationship is how programs end up surprised. In EULER every project runs through the same stages and every completion triggers the same survey, so quality scores across your SI base are built from comparable inputs rather than impressions.

How does SI delivery affect renewals?

Directly, and usually more than anything your team does after signature. A customer who had a difficult implementation evaluates renewal against that experience regardless of how the product performs afterward. Programs that cannot see delivery cannot see the renewal risk building. In EULER project status and customer feedback sit on the partner record next to the revenue, so a pattern of poor delivery is visible before it becomes churn.

What is a cloud marketplace partner program?

It is selling through AWS Marketplace and its equivalents, where the customer transacts against cloud budget they have already committed. That budget is the reason marketplace works: the money is spent either way, and you are giving the customer a way to spend it on you. Marketplace and partnerships are the same motion run by two teams in most companies. EULER puts both in one system so partner revenue has a single number.

What is an AWS Marketplace private offer?

A private offer is a custom deal for one customer on Marketplace: your negotiated price, terms, and duration, outside the public listing. It is how most real contract value moves through Marketplace rather than through self-service. Building one normally means leaving your partner program and opening the AWS console. In EULER you build and send private offers directly, and follow them from changeset through to active.

What is ACE and why does it matter?

ACE is where you and AWS share opportunities, which is how co-selling with a hyperscaler actually happens. Its value depends entirely on the pipeline staying current on both sides, and it usually does not, because ACE lives somewhere your partner team never opens. In EULER ACE opportunities sync both directions, so co-sell pipeline with AWS sits next to your referrals and reseller deals instead of in a separate system.

Should marketplace be run by alliances or the partner team?

By one team, with one set of data, which is the part most companies get wrong. Alliances works in AWS Partner Central and the partner team works in the PRM, frequently on the same deals, and the coordination happens by message. The split is a tooling artifact rather than a strategy. In EULER marketplace and partner program data sit in the same platform, visible to the same people, so ownership can follow the work instead of the system.

Can you create private offers without opening the AWS console?

Yes. Every offer built in the console is a context switch out of the program where the rest of the partner relationship lives, and at volume that switching is where errors and delays come from. In EULER private offers are created in the platform and tracked from changeset to active, alongside the partner record and the deal that produced them.

How does marketplace revenue report alongside the rest of partner revenue?

It should be one figure, not two systems and a reconciliation. When leadership asks what partner revenue is, most teams have a marketplace answer and a program answer with no clean way to combine them. In EULER marketplace revenue reports with every other partner motion, so there is a single number for referrals, resale, co-sell, and marketplace together.

How do you keep your marketplace catalog current?

Automatically, because manual catalog maintenance is where listings quietly go out of date. Pricing and product changes made in one place need to appear in the other without someone remembering to do it. In EULER your marketplace catalog syncs daily, so the listing reflects what you actually sell.

Why does marketplace matter more now than it did three years ago?

Because cloud commitments have grown to the point where marketplace is no longer a rounding error in enterprise buying. Customers hold budget they must spend with a hyperscaler, and buying through Marketplace lets them apply it to you while shortening procurement. Running that motion in isolation from your partner program means running half a channel. EULER connects it to the program it has always belonged to.

How do you avoid channel conflict on marketplace deals?

By making it visible who is on the deal before the conflict happens, rather than settling it afterward. Conflict on marketplace deals usually comes from the alliances team and the partner team holding different pictures of the same opportunity. In EULER both sit in the same platform with the partner attached to the record, so overlap surfaces while there is still time to coordinate.

What should you measure in a marketplace program?

Private offers created and accepted, ACE opportunities shared in each direction, marketplace revenue as a share of total partner revenue, and how much of that revenue also touched another partner motion. That last one tells you whether marketplace is a separate channel or the closing mechanism for the one you already run. EULER reports on marketplace alongside the rest of the program rather than in its own dashboard.

What is co-selling?

Co-selling is your reps and your partners working the same opportunity together, each bringing something the other does not have: the relationship, the technical fit, the budget holder, the incumbency. It produces larger deals and higher win rates than either side working alone. It also asks more of a rep than selling solo, which is why most co-sell programs exist on a slide and not in pipeline. EULER removes the steps that make co-selling harder than going alone.

Why do reps avoid co-selling?

Because reps take the path of least resistance every time, and for most programs that path does not include a partner. Registering a joint deal means leaving the tool they are working in, filling out a form, and waiting. The rep is not opposed to partners. They are opposed to the process. In EULER a partner sends deal details in Slack or forwards an email and DealFlow AI turns it into a registered deal with attribution attached, so the process costs nobody anything.

What is the difference between partner-sourced and partner-influenced revenue?

Sourced means the partner brought the opportunity. Influenced means the deal existed and the partner changed its outcome, by validating you technically, introducing the decision maker, or displacing a competitor. Influence is where most co-sell value lives and where most programs have no record at all. In EULER more than one partner can be credited on the same deal, each by the role they played, so influence is captured as data rather than argued over in a QBR.

How do you register a co-sell deal without a portal?

By accepting it where the deal is already being discussed. Partners talk about deals in Slack and email, not in a partner portal, so the registration should start there. In EULER a Slack message or a forwarded email becomes a registered, attributed deal through DealFlow AI. No portal login, no required format, nothing rekeyed by either side.

How do you send opportunities out to partners?

With the same structure you use for inbound, which almost no program has. Inbound partner deals get a process and outbound is usually an email and a hope, which is why partners stop reciprocating. In EULER you send opportunities to partners from the platform or from Slack, and track acceptance, engagement, and deal progression from there. Inbound and outbound referrals sit in the same view.

How do you know whether a partner picked up the lead you sent?

You should not have to ask, and in most programs asking in a QBR is the only way to find out. Silence after the intro is what convinces reps that sending deals out is a waste of time. In EULER acceptance and engagement are tracked from the moment the deal moves, so you can see which partners act on what you send and which ones do not.

Can two partners be credited on the same deal?

Yes, and refusing to allow it is why co-sell attribution arguments happen. Real deals often involve a technology partner who validated the fit and an SI who will implement, and forcing a single owner means one of them stops showing up. In EULER more than one partner can be credited on a deal, each by the role they played on it.

How do you report joint pipeline to leadership?

Next to direct pipeline, in the CRM, without a reconstruction. Two pipelines produce two answers and no clean way to combine them, which is how partner revenue ends up being debated rather than reported. In EULER every co-sell deal writes into your CRM with the partner attached, so joint pipeline sits alongside direct and your revenue team works where they already work.

What should you measure in a co-sell program?

Deals with a partner attached as a share of total pipeline, win rate and deal size on co-sold deals versus solo, and how many of your reps ran a joint deal at all this quarter. That last number tells you whether co-sell is a motion or a story. EULER reports on all of it from deal data rather than from what people remember at quarter end.

Does co-sell work with our existing CRM?

It has to, or your reps will not use it. EULER has native, bidirectional integrations with Salesforce, HubSpot, and Pipedrive, mapping to any object or field, standard or custom. Joint deals, partner attribution, and acceptance status write into the CRM as they happen, so co-selling does not ask a rep to work anywhere new.

What is a B2B affiliate program?

A B2B affiliate program pays partners a commission on revenue driven through a tracked link. The affiliate promotes you to an audience they already have, you close the business, and attribution happens automatically rather than through a conversation. Affiliates work at volume and have no interest in a portal relationship, so the program succeeds or fails on how little it asks of them. EULER handles the tracking and the payouts so participating takes nothing more than sharing a link.

How does affiliate link attribution work?

A unique link per partner and per campaign carries the identifier, and the conversion it produces is credited back automatically. That is the whole value of the model: no submission, no login, no monthly reconciliation to figure out who earned what. In EULER you generate links per partner and per campaign, and conversions attribute to the right affiliate on their own, with visits and conversion rate tracked per link.

What is the difference between an affiliate and a referral partner?

Volume and intimacy. A referral partner sends a handful of warm introductions to people they know. An affiliate sends traffic, often at scale, to buyers they have never met. Referral fits a long B2B cycle where your team does the selling. Affiliate fits a shorter path where the content does it. In EULER both run in the same platform with their own intake and payout logic, so you can run either or both without separate tools.

What is a branded microsite and why use one?

A microsite is a landing page built for a single partner, carrying their branding alongside yours, tied to a referral or registration flow. It converts better than a generic link because the visitor sees the partner they trust, and it gives the affiliate something to point an audience at. In EULER you publish one in minutes, every submission through it is attributed to that partner, and visits and conversion rate are tracked per page.

How do you onboard affiliates without losing them to friction?

By not requiring anything before they have earned something. Asking an affiliate to complete a portal registration before their first dollar is the fastest way to lose volume, because the effort comes before any proof the program is worth it. In EULER an affiliate can start with a link and a microsite. The relationship deepens if the revenue does, not before.

How do you pay affiliates?

On attributed revenue, on a schedule, without a manual review step per payment. Calculating and sending affiliate payments by hand works until the program grows, and then it becomes the reason the program stops growing. In EULER payouts calculate against attributed revenue, route through your approval flow, and pay by bank transfer or gift card. Affiliates see what they earned and when, without asking your team.

How do you defend affiliate attribution to finance?

By tying every payout to a specific conversion and a specific link rather than to a monthly summary. Finance questions affiliate spend when the arriving conversions have no clear owner, and that is an attribution problem dressed up as a budget problem. In EULER every conversion traces to a partner and a campaign automatically, so the payout has a record behind it before anyone asks.

How do you know which affiliates and campaigns are working?

Per page and per campaign, not per month. Most programs track affiliate performance in a spreadsheet somebody updates when they remember, which means decisions get made against a picture that is weeks old. In EULER visits, submissions, and conversion rates are tracked per link and per microsite, so you can cut a campaign that is not converting while it still matters.

Should affiliates be paid on clicks or on revenue?

Revenue, in B2B. Paying on clicks or leads rewards volume regardless of quality, and in a market with long cycles and high contract values that gets expensive before it gets useful. Paying on closed revenue aligns the affiliate with the outcome you care about, and it only works if attribution survives the whole cycle. In EULER it does: the link credit carries through to closed revenue and the payout calculates from there.

Can affiliates be promoted into other partner motions?

Yes, and the good ones should be. An affiliate consistently driving qualified revenue is a candidate for a referral or reseller relationship with better terms and more support. That transition is usually blocked by tooling rather than strategy. In EULER the partner record carries over, so an affiliate who becomes a reseller keeps their history instead of starting as a new account.

What is a reseller partner program?

A reseller program lets partners sell your product to their own customers and keep a margin or earn a rebate on what they close. Unlike a referral partner, the reseller owns the transaction and usually the customer relationship after it. That makes resale the highest-revenue partner motion and the most operationally demanding: registration, tiers, rebates, and renewals all have to run correctly at once. EULER runs them in one system, with every reseller deal attributed in the CRM your revenue team already uses.

What is deal registration and why does it matter?

Deal registration is the reseller telling you about an opportunity before they work it, in exchange for protection on the margin if it closes. It exists to stop two partners and your direct team from landing on the same account. Without it, your first signal that a reseller is selling is an invoice. In EULER resellers register through a structured form, a forwarded email, or a Slack message, and the deal lands in your CRM with the partner attached.

What is the difference between a reseller and a referral partner?

Who owns the transaction. A referral partner makes an introduction and steps back. A reseller quotes, contracts, and invoices the customer themselves, which is why they need pricing, certification, and margin protection that a referral partner never asks for. Paying both the same way is a common mistake. In EULER each motion runs with its own registration flow, terms, and payout logic on the same partner record.

How should you structure reseller tiers and rebates?

Tiers work when the requirement to reach one and the benefit of holding it are both explicit, and when the partner can see where they stand without asking. Most programs get the structure right and the visibility wrong, which is why tier questions eat partner manager time. In EULER you configure tiers and their rebate levels once, calculate against attributed revenue automatically, and show the reseller their current standing in their portal.

Why do resellers skip deal registration?

Because registering costs them time now for protection they may not need later. A twelve-field portal form for a deal that might not close is a rational thing to skip, and the cost of skipping it lands on you, not them. EULER removes the tradeoff. Resellers register from email or Slack, in whatever format they were already using, and the registered, attributed deal is created from it.

How do you forecast reseller revenue?

The same way you forecast direct, which requires reseller pipeline to live in the same place as direct pipeline. Most programs cannot do this because reseller deals sit in a PRM and direct deals sit in the CRM, so every partner revenue question becomes a reconciliation exercise. In EULER registrations and closed deals write into your CRM with the partner attached, so partner-sourced revenue is one number your RevOps team can forecast against.

How do you certify the reseller reps actually selling your product?

Not with a training library nobody opens. Certification works when it is assigned to the right people, tracked to completion, and tied to something the partner wants, like a tier or a directory badge. In EULER you assign training by partner tag or tier, track completion per person, and certify the reps doing the selling. PAM answers their product questions around the clock instead of routing them to your team.

How do you manage reseller renewals?

By looking at the account before the renewal date rather than on it. Renewals through resellers surface late in most programs because nobody is tracking the account between close and expiry, so the conversation starts as a scramble. In EULER renewals are tracked on the reseller account alongside the original deal, so the conversation starts early enough to be a conversation.

How do you settle payout disputes with resellers?

By making the math visible before it is disputed. Disputes happen when the partner cannot see how a number was reached and has to take your word for it, which is a trust problem more than an arithmetic one. In EULER payouts calculate against attributed revenue, invoices and payment history sit on the partner record, and the reseller sees what they earned in their portal without asking anyone.

What should you measure in a reseller program?

Registration rate, win rate on registered deals, revenue per active reseller, and how many resellers closed anything at all this quarter. The last one is the number most programs avoid, and it is usually the one that explains the others. EULER reports across registrations, certifications, tier movement, and payouts in one place, so you can tell a growing channel apart from a growing partner list.

What is a referral partner program?

A referral partner program pays partners for introductions to buyers they already have a relationship with. The partner does not sell, quote, or implement. They point, you close, and they earn a percentage of what results. It is the lowest-commitment partner motion, which is why it grows fastest and why most programs never measure it properly. EULER captures the introduction where the partner already sends it, attaches attribution the moment it arrives, and carries that attribution through to the payout.

What is the difference between a referral partner and an affiliate?

Relationship and volume. A referral partner sends a small number of warm introductions to people they know, into a B2B sales cycle your team runs. An affiliate drives traffic at volume through a link and usually never meets the buyer. The commercial terms look similar. The motion does not. In EULER both run in the same platform with different intake, different attribution, and different payout logic, so you are not forcing one model through the other's process.

Why do partners stop sending referrals?

Because submitting one costs more than it is worth to them. A twelve-field portal form for a deal that might not close is a bad trade, and partners run that math fast. The program does not die from low motivation. It dies from friction. EULER removes the form: partners forward an email or send a Slack message, and DealFlow AI creates the record with the partner attached.

How do you track referrals without a portal form?

Take the referral in the format the partner already uses. A forwarded email, a Slack message, or a structured form for the partners who prefer one. In EULER all three land in the same place. DealFlow AI reads the submission, creates the referral, attaches the partner, and writes it into your CRM. The partner does nothing they were not already going to do.

How does referral attribution actually work?

Attribution holds when it is set at intake and never reassembled afterward. Most programs attach a partner at submission, lose the thread when the referral becomes an opportunity, and rebuild the link at quarter end from memory and spreadsheets. In EULER the partner is attached at submission and stays attached through pipeline, close, and revenue, written into your CRM. Partner-sourced revenue becomes one number instead of a monthly reconciliation.

How much should you pay referral partners?

A percentage of first-year contract value is the common structure, and the exact number matters less than whether the partner can verify it without emailing someone. Trust in the payout is what keeps referrals coming. EULER ties commission structures to each partner and tier, calculates against attributed revenue, routes payouts through approval, and pays by bank transfer or gift card. Partners see what they earned in the portal.

How do you keep referral partners active after the first deal?

Most programs get one referral from a partner and never a second, because nothing happened in between. Activity has to be prompted, and questions have to be answered fast enough to matter. In EULER communications trigger on partner activity and deal progress, and PAM answers questions on status, commission, and product with live data around the clock, so a partner is never waiting on your team to stay engaged.

Can you run a referral program alongside resale or co-sell?

Yes, and most programs eventually do, because partners move between motions as the relationship grows. What usually blocks it is tooling that assumes one motion per platform. In EULER referral, resale, affiliate, and co-sell run in the same system with their own intake, terms, and payout logic, on one partner record. A partner who starts by referring and later resells does not need a second account.

What should you measure in a referral program?

Three things. How many partners submitted anything at all this quarter, what share of referrals convert, and what partner-sourced revenue looks like next to direct. Total referral count flatters the program and tells you nothing about its health. EULER puts every referral partner on one record with deals, activity, and health in a single view, so the partners producing and the partners who have gone quiet are equally visible.

Do referral deals show up in our CRM?

Yes, with the partner attached. EULER has native, bidirectional integrations with Salesforce, HubSpot, and Pipedrive, mapping to any object or field, standard or custom. Referrals write in at submission and stay in sync through close, so your revenue team works where they already work and partner-sourced pipeline sits next to direct pipeline rather than in a separate report nobody opens.

Does EULER charge added fees on partner payouts?

No. EULER automates commission calculation and processes payouts without added fees. PartnerStack takes added fees on every payout, which means your program's platform cost grows with the money you send partners.

Do partners need to log into a portal to work with EULER?

No. Partners can register deals, collaborate on them, and manage their partnership with you from email, Slack, a browser extension, or their own AI assistant through EULER MCP. A fully branded portal is available when you want one, customized per partner type, but partner activity doesn’t depend on a portal login.

How long does EULER take to implement?

EULER implementations run 3 to 4 weeks, without much of your team's time. Native CRM sync connects to any field and any object in your CRM, so you skip the middleware layer that stretches most PRM rollouts. Enterprise teams get lifecycle management, custom reporting, and automation at scale live in weeks.

Can EULER track affiliate links like PartnerStack?

Yes. EULER supports affiliate link tracking alongside deal registration, two-way referrals, and automated commission payouts. The one capability PartnerStack offers that EULER does not is the affiliate marketplace with AI network recruiting. If marketplace acquisition is the core of your strategy, PartnerStack covers it; for everything else, EULER does.

What is EULER MCP?

EULER MCP lets your team run the partner program from your favorite LLM, and lets partners manage their partnership with you the same way. Ask for pipeline status, register a deal, or pull a report from the AI assistant you already use. PartnerStack offers limited MCP support for your team and none for your partners.

What is EULER?

EULER is an AI-native Partner Relationship Management (PRM) platform. It combines a partner portal, deal registration, a partner operations layer, AI agents (PAM and POPS), and partner analytics in one system. Partnership teams at companies like Gong, BambooHR, and OpenSesame use EULER to manage, activate, and scale their partners.

How is EULER different from other PRM software?

Most PRMs are databases with a login page. Partners stop showing up, and your team goes back to spreadsheets. EULER is AI-native on a modern stack. Every section of your portal is a module you can turn on or off. Our Salesforce, HubSpot, and Pipedrive integrations map to any object or field, standard or custom. And our AI agents answer partner questions and run your reporting, so you spend your time on partners, not admin work. With EULER you get a system your partners actually use.

Does EULER integrate with our CRM?

Yes. EULER has native, bidirectional integrations with Salesforce, HubSpot, and Pipedrive, including custom objects and custom fields. Your CRM stays your source of truth. Deal registrations, referrals, partner records, and deal stages sync both ways, so your partners always see live status and your team never exports another spreadsheet.

Can EULER support multiple partner programs?

Yes. With EULER you can run multiple partner types at the same time. Referral, reseller, affiliate, and technology partner programs live side by side in one platform, each with its own onboarding journey, portal experience, enablement content, and commission structure. And because EULER is highly customizable, you can build essentially any program on top of it, including tiered programs with your own criteria for partners to move up or down.

What types of partners can I manage in EULER?

Resellers, referral partners, affiliates, agencies, and technology partners, each with its own application flow, onboarding journey, portal view, and commission model. And because the platform is highly customizable, EULER adapts to essentially any partner type. If your program doesn't fit a standard mold, you shape the platform around how you actually work, not the other way around.

How is EULER priced?

EULER runs on a flat platform fee. No per-user pricing. No per-partner pricing. Charging by seat or by partner penalizes you for growth, so you never have to think about whether a user or a partner belongs in the system. A few capabilities, like our Partner Directory and our AI Communications Hub, are optional add-ons. Book a demo and you’ll get a quote scoped to your program.

How long does implementation take?

Typically three to four weeks, and about two to three hours of your team's time. Our team writes your CRM integration, sets up your account, and builds your portal with you in a shared Slack channel. That channel stays open after go-live for ongoing support.

Do I need to replace my existing systems?

No. EULER sits on top of your CRM and your existing stack, with your CRM as the source of truth. Our integrations connect to the tools you already use, including Salesforce, HubSpot, Pipedrive, and Slack. What EULER replaces is the spreadsheets, the manual deal tracking, and the portal your partners never log into.

Are the AI agents included?

Our AI agents are add-on modules. PAM, our AI Partner Account Manager, gives your partners instant answers on deal status, commissions, enablement content, and program rules, pulled live from your CRM. It also connects to shared Slack channels, so your partners' reps get answers without logging into anything. POPS, our AI Partner Operations Agent, runs reporting, analytics, and program insights for your team. Ask about both on your demo.

How do partner commissions and payouts work?

You define the model. Our incentives functionality is completely customizable: flat fee payments, revenue share, tiered commissions, temporary incentive programs, ongoing residuals, and more. EULER calculates earnings automatically against synced CRM data, and your partners see their commissions in real time in the portal. With EULER Pay, you can also pay your partners directly through EULER. And we don't charge commissions for paying your partners through EULER.

How do partner commissions get calculated and paid without manual reconciliation?

The deal data and the payout logic live in the same system. Commission rules apply automatically as deals close, billing integrations keep the underlying numbers accurate, and invoices and statements generate themselves so reconciliation is audit-ready for you and your partners. Pending payouts queue up for bulk approval. The calculation becomes a consequence of the deal instead of a monthly project someone dreads.

How do we actually pay partners, and does EULER take a cut?

You have four routes and we take nothing on any of them. Send a gift card globally. Send an ACH anywhere in the world through EULER Pay. Push the approved payouts to your accounting system. Or export a clean file for your finance team and keep paying the way you already do. Plenty of platforms treat payouts as a revenue stream and price accordingly. We would rather you use us because the reconciliation is right.

What incentive structures can we run?

Revenue share, flat fees, per-product rates, tiered programs, SPIFFs, MDF, and gift card rewards, built in our Program Builder. You can run different structures for different partner types at the same time, and partners progress through tiers automatically based on performance rather than someone remembering to promote them.

How do partners see what they have earned?

In their own portal, before they have to ask. Partners see what they have earned, what is pending, and their statements without emailing your team. Payout transparency is one of the cheapest ways to improve partner experience, and one of the most common reasons partners disengage when it is missing.

How do you make sure commissions are calculated on the right numbers?

By reading them from your billing system instead of retyping them. Commission accuracy fails at the source: someone exports revenue, someone else applies the rate, and the two quietly drift apart. EULER integrates directly with your billing system so payouts calculate against actual billed revenue, and invoices and statements generate from that same data. When a partner questions a number, you are both looking at the same record.

Do partner incentives actually drive performance?

Incentives do not create motion. They reward it. A partner who cannot find your content, cannot register a deal without a form, and cannot see what they have earned will not sell more because the rate went up. Get the operations right first, then use incentives to concentrate effort where you want it: a SPIFF on a product line, a higher tier for certified partners, MDF tied back to pipeline.

What partner metrics should you actually track?

The ones that connect to revenue: partner-sourced and partner-influenced pipeline, bookings, ACV, win rate by partner, sales cycle length, activation, and engagement. Logo count and portal logins are not metrics. They are activity. EULER reports across roughly thirty modules covering revenue, deals, commissions, performance, engagement, and outbound leads, filtered by partner, partner type, partner manager, deal stage, or date.

What is a partner health score and how is it calculated?

A partner health score is a single number for whether a relationship is working. In EULER it scores partners on engagement, pipeline, and revenue signals, so you can prioritize the partners worth more of your time and intervene with the ones drifting. A healthy referral partner and a healthy reseller do not look the same, which is why the inputs are yours to set.

How do you spot an at-risk partner before they churn?

Watch the leading indicators, not the lagging one. Revenue drops last. Engagement drops first, then registrations, then response time. Partner health scoring in EULER reads those signals continuously and flags the partners drifting, so you have the conversation while there is still something to save rather than noticing in a quarterly review.

Can we schedule partner reporting for executives, the board, and partners themselves?

Yes, and this is where most teams get their week back. Build a dashboard once with no code, then schedule it: a report that lands before your internal standup, an executive or board summary on a set cadence, and an individual performance dashboard delivered to each reseller weekly or monthly instead of making them wait for a QBR. It generates and sends on its own.

Can we see partner performance without pulling data from three different systems?

Yes, and that is the reason the platform exists. Most partner teams have CRM data in one place, engagement in another, payouts in a third, and the actual truth in a spreadsheet someone updates on Fridays. EULER syncs deal progression and attribution with your CRM on a daily basis and keeps partner data, activity, and communication history in one workspace. The report becomes a view instead of a project.

What can AI actually do in partner operations?

Three specific jobs, not a badge on a feature list. POPS is the operations copilot: query your program in plain language, generate reports, and automate the repetitive work. PAM answers partner questions around the clock so your team is not the help desk. DealFlow AI turns forwarded emails and Slack messages into registered deals. And with our MCP server you can query and act on partner data from whatever AI assistant your team already uses.

What is deal registration, and why do partners avoid it?

Deal registration is a partner telling you about an opportunity before they work it, so the deal is protected and attributed. Partners avoid it because it usually means logging into a portal and filling out a twelve-field form for a deal that might not close. The intent was there. The friction killed it. Fix the friction and registration goes up.

Can partners register a deal without filling out a form?

Yes. With DealFlow AI they send it the way they were already going to. If a partner messages you deal details in Slack, click the three dots on the message and register it with AI. If they email you a warm introduction, forward the email to EULER. Our AI extracts the details and creates the registration. No portal login, no required structure, no form.

How does partner attribution work in HubSpot or Salesforce?

Your CRM stays the system of record. EULER connects through a direct integration, and registrations, referrals, and affiliate conversions write into it with the partner attached, so partner-sourced and partner-influenced revenue is visible in the same place your revenue team already works. The integration is built to your CRM rather than the other way around: we map to your objects and fields instead of asking you to restructure to fit us.

Can we send leads to partners, not just receive them?

Yes. Leadflow runs both directions. You can send an opportunity to a partner from EULER or from Slack, and they accept or decline it in their portal, with acceptance, engagement, and deal progression tracked from there. Most platforms treat partners as a source of leads only. If you are asking partners to send you revenue, sending revenue back is what makes the relationship worth their time.

How do partners see what happened to a deal they submitted?

On their partner portal. They check, without asking you. Partners see the deals they submitted and how those deals are progressing, and they get updates as things move. The reason partners stop referring is rarely the commission. It is sending three deals into a black hole and never hearing back.

What is the fastest way to get pipeline from partners who signed but never referred?

Remove the friction, then ask. Most dormant partners are not unmotivated. They are unclear on what to send and unwilling to fight a form to send it. Give them a co-branded microsite with a registration form already embedded, an affiliate link they can share, a browser extension that submits from wherever they are, and the option to just forward the email. Then tell them exactly which customer you want.

What is partner enablement?

Partner enablement is everything that makes a partner able to sell you accurately and confidently: training, certification, content they can put in front of a customer, and co-marketing they can run without your team. It is not a content library. A library is storage. Enablement is whether the partner can hold the conversation and close it.

How do you know whether partner enablement is working?

Look at behavior, not downloads. Enablement is working when trained partners register more deals, close at a higher rate, and ask your team fewer basic questions. EULER tracks content engagement, journey completion, and certification status in the same platform as deal and revenue data, so you can compare enablement activity against what partners actually produce rather than reporting on opens.

Can we train and certify partners inside the platform?

Yes. You build structured learning paths with rich media and SCORM files, then certify partners on completion. Certification lives on the partner record, so it can drive what a partner sees, which tier they sit in, and what they are cleared to sell. If you already have courseware, SCORM support means you are not rebuilding it.

How do we control which partners see which content?

By segment, not by folder discipline. Upload files, documents, links, and videos, categorize them, and scope each one to a specific partner, a segment, or everyone. Access is controlled and tracked, and content can be attached directly to a journey so it arrives at the step where it is relevant. Your tier-one resellers and your newest referral partners stop seeing the same library.

Can partners run co-marketing without our marketing team building it for them?

Yes, and that is the point. Most co-marketing dies waiting on a slot in your marketing team's calendar. Our AI Co-marketing Studio generates partner-ready, co-branded materials and joint value propositions from templates you control, so branding stays consistent and nobody is doing manual design work. You keep the guardrails. They stop waiting on you.

What is a partner directory and does it actually generate leads?

A partner directory is a searchable, white-labeled listing of your partners that you embed in your own site, so it looks like your site rather than a third-party page. Partners maintain their own profiles: services, certifications, case studies, testimonials, clients. Customers find a partner and submit through the contact form, and that lead routes to the partner. You approve profiles before they publish, and you see visits and conversions down to the individual profile.

How long should partner onboarding take?

Seconds, not weeks. Most programs lose partners in the gap between signature and first activity, and that gap is paperwork, not motivation. EULER onboards a partner completely in under 30 seconds: approve them, drop them into their segments, and their journey, content, training, and first communications all trigger from there.

What should a partner onboarding process actually include?

Five things: access, expectations, enablement, a first action, and a follow-up. Access to their portal and the content that applies to them. Clear expectations on what they sell and how they get paid. Enablement they can finish in one sitting. One specific first action, usually registering a deal or sending a referral. And an automatic follow-up when they stall. In EULER these are a journey with tracked steps and completion visibility, not a checklist someone maintains by hand.

Can we build different onboarding journeys for different partner types?

Yes. Journeys are built per partner type, tier, region, or any segment you define, and a partner can sit in as many segments as you need. Referral partners get the short path. Resellers get certification and contracting steps. Each journey tracks its own completion, so you can see which segment is stalling instead of averaging everyone together.

How do we onboard more partners without adding headcount to PartnerOps?

By making onboarding a system instead of a series of favors. Every manual welcome email, document resend, and status chase is a job your team is doing because the platform is not. In EULER the journey assigns the steps, content is already scoped to the right segment, and our AI Communications Hub sends activity-based campaigns and follow-ups on its own. Your team handles the partners who need a human.

Why do partners go quiet after they sign, and how do you prevent it?

Because nothing happened next. A partner signs while motivated, waits a week for access, gets a PDF, and hears nothing until a quarterly check-in. By then the motivation is gone. Prevention is speed and specificity: activate access immediately, give them one clear first action, and follow up automatically when they do not take it. That is the whole design of onboarding in EULER.

Do partners have to log into a portal to get onboarded?

No, and that is deliberate. Partners get a portal, and it is free for them, but the work reaches them where they already are. Communications land in email. Deal registration and updates run through Slack or email. Microsites are login-free co-branded pages with deal registration forms built in. The rule we design to: never make a partner log in to do something that could have happened in a message.

What is partner recruitment?

Partner recruitment is the work of attracting, qualifying, and signing partners who will sell, refer, or implement your product. It is the first stage of the partner lifecycle and the one every other stage inherits. Enablement cannot fix a partner who was never a fit, and incentives cannot motivate a partner with no customers to bring you. Most programs lose here twice: once by approving anyone who applies, once by taking three weeks to return a signature. EULER runs application, qualification, approval, and contracting in one system, so fit gets decided on evidence and the partners who pass are not waiting on a handoff between four tools.

What is an ideal partner profile (IPP), and how do you define one?

An ideal partner profile is the written definition of the partner worth your time: who they serve, what they sell alongside you, how they reach customers, and what they need from you to make the partnership worth it. Build it from the partners you already have who produce, not from the market you wish you had. Look at the ones sourcing revenue, find what they share, and turn that into criteria you can apply to a real application. In EULER your IPP stops being a slide. Those criteria become fields on your application form and inputs to partner scoring, so every applicant is measured against the same definition automatically.

How many partners should you recruit?

Most programs measure recruitment by partners signed, then discover a small handful produce everything and the rest are logos on a slide. Twenty active partners beat two hundred dormant ones, and cost less to run. Recruit to a number you can onboard, enable, and give real attention to this quarter. EULER makes the honest number visible: our pipeline tracks applicants through approval, signature, and first registered deal, so you report on partners who produce rather than partners who signed.

Where do the best partners come from?

Four places, in roughly this order of quality. Your own customers who already recommend you. The partners your competitors work with. The vendors your customers already buy alongside you. And inbound applications. Inbound sits last because it is the only source where you did not choose, which is exactly why it needs the most qualification. In EULER each source can run its own application flow and its own scoring criteria, so a customer you invited and a stranger who found the form are never reviewed the same way.

What should a partner application ask for?

Enough to decide fit, and nothing you will not act on. Company details, the customers they serve, regions, certifications, product interests, revenue, and the motion they want to run: referral, resale, or service. Every extra field you cannot score against is a field that costs you applicants. In EULER you build branded application forms with exactly those fields, and each submission creates a partner record and routes to the right reviewer automatically, so an application never sits in an inbox waiting for someone to notice it.

How do you qualify partner applications at scale?

Not by reading all of them. Qualification works when the criteria are written down before the applications arrive and applied the same way every time, which is where manual review breaks down. EULER evaluates each application as it lands using configurable rules and AI-powered partner scoring, drawing on the form data, the criteria you defined, and performance signals from the partners you already have. Your team reviews the applicants worth reviewing. You set the criteria, so the score reflects what a good partner looks like in your program rather than a generic model of one.

Should different partner types have their own application process?

Yes, and treating them the same is how programs end up with resellers who never certified and referral partners who quit at question nine. A referral partner should not have to answer reseller certification questions to sign up. A reseller should not slip through on three fields. In EULER resellers, referral partners, affiliates, agencies, and technology partners each get their own form, their own qualification criteria, and their own approval path, all running at the same time inside one program.

What should you measure in partner recruitment?

Measure the rate at which applicants become partners who produce: application to approval, approval to signed, signed to first registered deal. Applications tell you how your top of funnel is doing. The conversion between those stages tells you what to fix. Our visual pipeline shows where every applicant sits and where movement stops, so you can answer where partners are stalling instead of only how many you signed last quarter.

How long should it take to go from application to active partner?

Days, not weeks, and the delay is almost never the review. It is the handoffs: approval in one tool, the agreement in another, onboarding in a third, with someone rekeying data between them. In EULER approval, e-signature, and onboarding run in one system. Agreements go out, come back signed, and drop the partner straight into their onboarding journey, so the partner is still motivated when they arrive.

How does partner recruitment data get into your CRM?

It should not get there by export. EULER has native, bidirectional integrations with Salesforce, HubSpot, and Pipedrive, mapping to any object or field, standard or custom. Partner records, application status, and lifecycle updates sync both ways from the moment an application is submitted. Your CRM stays your source of truth, and your partner data stops living in a spreadsheet next to it.

Meet Your Partner Data Lake

Connect EULER to The ToolsYour Team Already Uses.

Answers for Modern
Partner Teams.

Meet Your Partner Data Lake

Connect EULER to The ToolsYour Team Already Uses.

Answers for Modern Partner Teams.

What is POPS AI?

What is the difference between POPS AI and PAM AI?

What can you ask POPS AI?

Can POPS AI take action, or does it only answer questions?

What are POPS AI Sub Agents?

Can POPS AI build partner onboarding flows and quizzes?

Can POPS AI create charts from partner data?

Can POPS AI tell me why a partner cannot access the portal?

What data can POPS AI see?

Where can I use POPS AI?

What is DealFlow AI?

How does automated deal registration work?

Can partners register a deal by email?

Can partners register a deal from Slack?

Does DealFlow AI approve deals automatically?

How does DealFlow AI handle partner attribution?

Does DealFlow AI sync with HubSpot and Salesforce?

What happens if the deal is already in our CRM?

What is the difference between a referral and a deal registration?

Do partners need to log into a portal to register a deal?

What is the EULER MCP?

What can I ask about my partner program?

Can it do things, or only answer questions?

Which AI assistants does EULER MCP work with?

How do I connect EULER to my AI assistant?

Do I need an API key or engineering help?

Do I need a paid plan?

Can our partners connect their own AI assistant?

What data can it see, and can it change things without me?

Does this replace the EULER dashboard?

What is PAM AI?

What can partners ask PAM?

Can a partner submit a referral through PAM?

Can PAM see other partners' data?

Where can partners use PAM?

Does PAM only answer questions, or can it take action?

Where does PAM get its answers?

What can't PAM do?

Do partners need training to use PAM?

What is the difference between PAM AI and POPS AI?

What does the EULER HubSpot integration do?

What HubSpot data does EULER sync?

Can I send partner referrals directly from HubSpot?

How do I connect HubSpot to EULER?

Does EULER write data back to HubSpot, or is it read-only?

How does EULER track partner-sourced and partner-influenced revenue in HubSpot?

Does EULER work with custom objects in HubSpot?

How does EULER handle HubSpot associations between partners, contacts, and deals?

What HubSpot permissions does EULER need, and is it secure?

Can I run a partner program in HubSpot alone, without a PRM?

What is a partner directory?

Why do most partner directories go stale?

What should a partner listing include?

How do buyers tell qualified partners apart?

How do you track the leads a directory generates?

Does a partner directory help SEO?

How do you get partners to keep their listings current?

What is the difference between a directory and a microsite?

Do you need your web team to launch a partner directory?

What should you measure on a partner directory?

What is two-tier distribution?

What is the difference between a distributor and a reseller?

Why does distribution reporting always arrive late?

How do you structure distributor deal flow?

How do you calculate distributor rebates?

How do you enable a large partner base without managing it one partner at a time?

Why do distributor portals get abandoned?

How do you get distribution data without waiting for a month-end file?

How do you keep invoices and payment history where finance can find them?

What should you measure in a distribution program?

What is an agency partner program?

What is MDF?

What is proof of performance and why gate payouts on it?

How do you approve MDF requests without losing them in a thread?

How do you track committed versus paid budget?

How do you attribute the leads an agency generates?

How do you prove co-marketing ROI?

Answers for Modern
Partner Teams.