Partner Operations

Partner operations software that keeps every relationship running smoothly

Q: What is partner operations software?

It's a platform that helps you manage partner workflows, onboarding, and compliance in one place.

Q: How does Process Street support partner programs?

We help you run structured workflows that keep partners aligned, onboarded, and compliant.

Q: Can it support different partner types?

Yes. Build separate workflows for resellers, tech alliances, service providers, and more.

Q: Does it integrate with CRMs and PRMs?

Yes. Process Street connects with Salesforce, HubSpot, and other partner tools to sync your data and actions.

Q: Is it secure and audit-ready?

Yes. Process Street supports SOC 2 and ISO 27001 and provides time-stamped logs for every workflow.

Q: How fast can we get started?

Most teams launch in days using prebuilt templates and guided setup.

Standardize partner onboarding, manage joint workflows, and enforce compliance with Process Street. The partner operations software built for consistency, clarity, and scale.

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Process Street Partner Operations Software

Trusted by more than 3000 companies

What's your biggest partner operations challenge?

Use structured workflows to guide partners through onboarding, training, and go-to-market alignment.

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Partner programs thrive when execution is consistent. If onboarding is ad hoc, policies are unclear, or collaboration is scattered, partnerships underperform and trust breaks down.

Process Street is partner operations software that turns your partner playbook into trackable, scalable workflows. Keep every task visible, every process followed, and every partner on track.

Run standardized onboarding

Assign tasks, collect documents, and track completion across new partners and partner types.

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Automate training and certification

Deliver enablement content, collect acknowledgments, and monitor certification status from one place.

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Track partner tasks and milestones

Monitor onboarding steps, go-to-market actions, and renewal workflows in real time.

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Centralize documents and agreements

Store policies, contracts, and partner documentation directly inside live workflows.

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Meet Cora,
your AI partner ops assistant

Cora helps you spot gaps, reduce delays, and optimize partner processes over time.

Builds and refines workflows Create onboarding, enablement, and compliance workflows with AI assistance
Monitors completion across partners See what's done, what's late, and what's overdue by partner or program
Flags gaps or risks Catch missed tasks or skipped steps early
Surfaces process improvements Use execution data to improve onboarding and drive partner success

With Cora, your partner operations become repeatable, visible, and scalable.

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Manage co-marketing and co-selling

Use shared workflows to track tasks across marketing, sales, and partner teams.

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Automate QBR and compliance reviews

Schedule and track quarterly reviews with task-based checklists and data collection built in.

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Support channel, tech, and strategic partners

Create role-specific workflows tailored to each type of partner relationship.

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Support channel, tech, and strategic partners

Enforce legal and operational standards

Log every task, approval, and document to meet your compliance and audit requirements.

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Partner operations teams use Process Street's partner operations software to run scalable, compliant, and high-performing programs:

Partner onboarding

Guide new partners through contracts, training, setup, and GTM alignment.

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Partner enablement

Assign learning modules, collect policy sign-offs, and track completion by role or region.

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Co-marketing workflows

Plan, execute, and track joint campaigns with repeatable steps and clear owners.

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Deal registration and review

Standardize the intake, approval, and follow-up process for partner-submitted deals.

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Quarterly business reviews

Coordinate partner performance reviews and align follow-up tasks across teams.

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Compliance and risk tracking

Enforce partner program rules and track execution for audits or internal reviews.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is partner operations software?

How does Process Street support partner programs?

Can it support different partner types?

Does it integrate with CRMs and PRMs?

Is it secure and audit-ready?

How fast can we get started?

Trusted by 3000+ Companies

From channel leaders to strategic alliances, Process Street powers partner operations software that scales execution and strengthens collaboration.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.