Partnerships overview

Mantle Partnerships creates a secure, streamlined way to connect with other businesses in your ecosystem, share relevant customer data, and identify high-value collaboration opportunities. Whether you’re looking to expand your reach, coordinate on co-marketing initiatives, or discover untapped cross-selling possibilities, Partnerships provides the infrastructure to make these connections effective and measurable.

What is Mantle Partnerships?

Mantle Partnerships is a platform for businesses to securely connect and share relevant customer data with partners, enabling better collaboration and growth opportunities. The tool helps you:

• Identify customer overlap between your business and partners
• Share appropriate customer information with granular permission controls
• Track partnership performance and measure impact
• Coordinate co-marketing and co-selling initiatives
• Attribute customer acquisitions to the right partners

By bringing partnership data out of spreadsheets and into a structured system connected to your existing customer database, Partnerships transforms how you discover and capitalize on business relationships.

Key features

Secure partner connections

Establish formal connections with partners through a request and approval process, with detailed permission controls that can be customized for each relationship.

Customer matrix view

Visualize your shared customer base through an intuitive matrix that categorizes customers by lifecycle stage (prospects, leads, deals, customers, etc.) and identifies opportunities for collaboration.

Granular permission controls

Set exactly what customer information gets shared with each partner - from basic domain information to detailed customer history and contact information.

Marketing asset management

Share relevant marketing materials, one-pagers, and other resources directly with partners to facilitate better co-marketing and product education.

Attribution tracking

Request and verify partner attribution for customer acquisitions, creating clear accountability and measurement of partnership impact.

Partner management

Designate partner managers within your organization who serve as points of contact for each relationship, streamlining communication.

How it works

Mantle Partnerships connects businesses through a simple process:

1. Create a partnership profile with your company details and connection preferences
2. Configure your data sharing settings to control what information is visible to partners
3. Connect with partners by sharing your unique connection link or accepting their requests
4. Customize permissions for each partnership based on your specific relationship
5. Explore the shared customer matrix to identify collaboration opportunities
6. Track attribution for successful partnership-driven acquisitions

The system automatically categorizes customers into lifecycle stages based on your configuration, making it easy to identify which customers represent the best opportunities for partnership engagement.

Getting started

To begin using Mantle Partnerships:

1. Navigate to the Partnerships tab in your Mantle dashboard
2. Follow the guided setup process to create your partnership profile
3. Configure your default data sharing settings
4. Set up your customer lifecycle stage mappings
5. Start connecting with partners by sharing your unique link

For detailed instructions on each step, check out our Getting Started with Partnerships guide.

Once set up, you can import additional customer data, manage your partnership connections, and begin exploring collaboration opportunities through the partnership dashboard.