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By Use Case

Manage Projects

Carry deals through implementation, enablement, and renewal

Once a deal closes, keep momentum with implementation tasks, partner enablement plans, MDF projects, and renewal tracking — all on the same platform.

Delivery & implementation

Implementation tasks

Plan, assign, and track post-sale delivery from the account record.

Milestones & SLAs

Track delivery against contracted milestones and dates.

Content library

Templates, guides, and playbooks tied to project phases.

Partner & MDF projects

MDF requests

Submit, approve, and report on co-marketing investments end-to-end.

Co-marketing campaigns

Plan joint campaigns with partners and measure ROI.

Learning paths

Assign courses and certifications to project teams and partners.