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Help

How each part of Celeritic works, and how to get things done.

Getting started

  1. 1
    What Celeritic does

    Celeritic is one place to run all your company's partner programs. Your alliance team no longer has to jump between...

  2. 2
    Getting started

    This article explains the sidebar and the first things to do after you sign in. Until you do them, Celeritic has...

  3. 3
    Creating an account and joining your company

    Your Celeritic account uses your work email. Celeritic uses the part after the @ to work out which company you belong...

  4. 4
    Choosing the partners you work with

    Your organisation's partner list tells Celeritic which partner programs you belong to. Much of Celeritic is built...

  5. 5
    Connecting a partner program

    Connecting a partner program lets Celeritic read from that partner directly, so tier status, revenue figures and deal...

  6. 6
    Connecting your CRM

    Connecting your CRM brings your existing opportunities into Co-sell, so you can track partner involvement and...

  7. 7
    Inviting your team and approving members

    There are two ways to bring colleagues into Celeritic: invite them by email, or approve the request they send when...

  8. 8
    Your first week in Celeritic

    This is a practical plan for your first five days. By the end of the week, Celeritic should show your real partner...

Dashboard

  • Your dashboard

    The Dashboard is the first page you see after signing in. It shows your partner deals, how each partnership is doing...

Analytics

  • Reading partner analytics

    The Analytics page shows usage figures that Celeritic reads from your partners, one partner at a time. Today the only...

Partnerships

  • A partner's page: people, meetings and collateral

    Each partner has its own page in Partnerships. It shows your standing in that partner's program, your meetings and...

  • Tier status and progression

    Partner programs give you more support, funding and visibility as you move up their tiers. Partnerships shows where...

  • Partnership health scores

    A health score is a number from 0 to 100. It shows at a glance how each partnership is doing against the goals your...

Co-sell

  • Your co-sell pipeline

    Co-sell lists every deal you work on with a partner in one place. For each deal it shows what each partner needs...

  • Inbound and outbound deals

    Every deal in Co-sell has a direction. It records who started the deal: you, taking an opportunity to a partner...

  • Working a deal: partners, meetings, people, plan

    The deal panel puts everything about one opportunity in one place: its details, the partners on it, what each partner...

Registrations

  • Registering a deal with a partner

    Registering a deal tells a partner program that you are working on an opportunity with a customer. This can protect...

Collateral

  • Collateral: storing partner materials

    Collateral keeps your partner documents (offer decks, proof-of-value write-ups, capability decks, case studies and...

Assistant

  • Asking CeleriticAI

    CeleriticAI is the assistant built into Celeritic. Ask it a question in everyday words, and it finds the answer in...

Insights

  • Insights and company knowledge

    Insights shows what CeleriticAI found when it looked through your organisation's deals, partners and documents...

Settings

  • Turning AI on or off

    One switch decides whether CeleriticAI is used anywhere in your organisation. It is on by default. Only an owner or...

  • Members, roles and owners

    Everyone from your company works in one shared Celeritic organisation. Member management in Settings shows who is in...

  • Managing and deleting your data

    Manage my data is the one place to remove the personal data you added to Celeritic yourself: your calendar...

Across Celeritic

  • The activity feed

    The activity feed is a running history of what people in your organisation changed in Celeritic: who did what, and...

  • What the browser extension does

    Some partner websites (portals) do not let Celeritic connect to them directly. The Celeritic browser extension works...

  • Searching everything

    Search finds pages, deals, registrations, documents, contacts and help articles from one box, so you do not need to...

  • Notifications

    Notifications tell you about things that need your attention, such as a new deal a partner sent you or a teammate...