The Ultimate Guide to Channel and Partner Training

Gilbert Kirgotty

29/4/2024 How-to Channel management

Your company has invested in great products. Perhaps you excel in a particular niche, dominate an entire category, or compete on value after making smart trade-offs.

But whatever your strengths are, they mean little if the people selling your products do not understand them or cannot clearly explain their value to customers.

The solution? Educating your channel partners about your products and giving them the knowledge, tools, and confidence they need to sell effectively.

Investing in this type of training program has multiple benefits. By improving your channel partners’ product knowledge and customer service skills, you empower their teams to become experts in your brand. You can also transform the relationship from a transactional supplier arrangement into a more valuable, knowledge-based partnership.

So, where should you begin?

Centralize training in a partner portal

A centralized partner portal makes it easier to provide all your training content in one place.

A portal allows you to deliver, monitor, and measure training initiatives while also providing incentives, communicating important product information, and connecting with your partner network.

With a structured partner training program, participants can access the courses and resources relevant to their roles, while program managers can monitor progress and identify where additional support may be needed.

How to use incentives

In channel and partner training, incentives can help drive engagement. They motivate channel partners to dedicate time and effort to understanding your products and services while encouraging participation, knowledge retention, and better-informed sales teams.

A common practice is to connect training completion with sales incentives. For example, partners may need to complete specific training modules on a product category before becoming eligible for Sales Performance Incentive Funds, or SPIFFs. This creates a direct connection between knowledge acquisition and financial rewards and encourages partners to invest time in training.

To qualify for a sales incentive program, participants might be required to complete modules covering essential product information, sales techniques, and brand messaging. For more advanced programs, eligibility can also be linked to passing an assessment or earning a certification rather than simply opening or completing a module.

By structuring training in this way, you help ensure that partners have a comprehensive understanding of the products they are selling. This makes them more likely to recommend those products to customers and more effective when they do.

You probably do not need to provide incentives for every training module. Instead, focus on the lessons that most closely align with your strategic objectives, such as in-depth product training, brand knowledge, compliance, or customer relationship management.

It is also useful to make your partner training program a mix of branded and generic modules. Branded modules focus specifically on your company’s products, features, and benefits and help partners become experts in your brand. Generic modules cover broader industry topics or transferable skills that apply across different products and brands.

While both forms of training are valuable, incentives should generally support the behaviors and knowledge most important to your program. This may include completing priority product training, passing an assessment, maintaining a certification, or developing a skill that contributes to better customer outcomes.

What type of training content should you include?

Different training formats serve different purposes. A strong program usually combines several of them rather than relying on a single type of content.

This short video demonstrates how to create partner training content in Kademi.

Video content

Video training is relatively easy to produce and can be an engaging way to communicate information.

It does have limitations, however. Video can make it difficult for users to search for a specific answer when they need it, so it works best as part of a broader training program supported by written and downloadable resources.

Text content

Text-based training complements video well. It is a useful medium for communicating key points, is easily searchable, and can serve as reference material in the future.

Image content

Image-based content can help reinforce the message. Use diagrams, infographics, and illustrations to emphasize important points in a memorable, visual way.

AI-assisted tools can make it easier to produce supporting images and written materials, even when design resources are limited. However, all AI-generated training content should still be checked for accuracy, clarity, and consistency with your brand.

Live sessions

Consider including live sessions as part of the course. This approach may require more coordination than the methods above, but well-executed live sessions can significantly increase engagement and provide a direct way to communicate your brand message.

They also give partners the opportunity to ask questions, discuss real customer situations, and receive immediate clarification from an instructor or product expert.

Each approach has its benefits, so the best option is usually a mix of video, text, images, and live sessions. Using multiple formats also makes it easier to support different roles, needs, and learning contexts across your partner network.

Create training for different partner roles

Not every partner or participant needs the same training. Sales representatives may need product positioning, objection handling, and customer-use cases, while technical teams may require implementation or troubleshooting content. Partner managers may benefit more from training on reporting, program requirements, and team performance.

Role-based learning paths help participants focus on the information that is most relevant to their responsibilities. They also prevent people from being overwhelmed by modules that do not apply to their work.

How to assess partner knowledge

How do you determine whether partners are absorbing the information you provide?

Multiple-choice assessments offer a quick and convenient way to confirm knowledge. They can provide participants with immediate feedback and can easily be connected to training-based incentives or certification requirements.

However, multiple-choice questions are not the only option. Scenario-based questions can test how someone would apply their knowledge in a realistic customer situation, while practical or instructor-led assessments may be more appropriate for complex products.

For example, software platforms or highly technical products may require participants to demonstrate a task or explain how they would solve a particular problem. Instructors can provide more nuanced evaluations and address specific questions or concerns.

The assessment method should reflect what participants need to do after completing the training—not simply whether they can remember a set of facts.

The importance of including generic or unbranded modules

Including generic modules in your training program can be valuable for several reasons.

Modules that focus on broader industry knowledge, rather than only your products, help establish your organization’s domain authority and build trust within your partner network.

By offering training that helps partners educate their teams, you can make participants more effective salespeople and improve overall customer service. This is particularly useful in industries with high staff turnover, where partners regularly need to onboard new employees.

Partner managers and business owners are also more likely to encourage participation when the training supports their wider business operations rather than focusing exclusively on a single supplier’s products.

In some cases, industry bodies may offer accredited training programs. If you can align your modules with their standards and gain accreditation, it can add credibility and prestige to your program. Accreditation may be more valuable to some partners than a short-term incentive while potentially costing less for your organization to maintain.

Use nudges to maintain engagement

Users will often start but not complete training modules. Well-timed nudges can help bring them back.

These nudges should highlight the benefits users will gain from completing the training, whether that is an incentive, certification, product knowledge, or the ability to serve customers more effectively.

Nudges can be implemented at both the module and course level. For example, participants could receive a reminder when they have not started a required module, when their progress has stalled, when a certification deadline is approaching, or when existing training has been updated.

Recognizing when someone reaches the halfway point of a course and encouraging them to continue can also help maintain engagement and drive completion. With smart automation, these communications can be triggered by each participant’s progress rather than managed manually.

Make resources available

Make sure technical manuals, product documents, and other relevant resources are easily accessible within your portal. There should also be clear links between these documents and the training content you provide.

This bidirectional linking allows users to move between learning materials and supplementary resources, improving their understanding and helping them apply their training in real customer situations.

Resources should also be kept current. When a product, policy, or process changes, related training modules and supporting materials should be reviewed so that partners are not working from conflicting information.

Help partners get answers quickly with AI

Partners will not always remember everything they learned during a course. When they are preparing for a customer conversation or responding to a question, they need quick access to reliable information.

An AI-powered assistant within the partner portal can help participants find answers using approved training content, technical documents, product resources, and other relevant materials.

For example, Kademi Partner Assist can help users locate information already available within a partner program while respecting access permissions. Instead of searching manually through multiple documents, partners can ask a question and be directed to relevant information and resources.

AI should complement, rather than replace, human support. Sensitive, complex, or account-specific questions may still need to be handled by a channel manager, product specialist, or support team.

Measure training effectiveness

Course completion is useful, but it does not tell you everything about the performance of your training program.

Consider monitoring:

  • Enrollment and completion rates

  • Assessment scores and certification results

  • Modules where participants commonly disengage

  • Time taken to complete onboarding

  • Partner feedback

  • Changes in sales activity or product performance after training

These measures can help identify which content is working, where participants are struggling, and which parts of the program should be improved.

Where possible, connect training data with wider partner performance. This can help determine whether completing particular modules or certifications is associated with faster onboarding, stronger engagement, or improved sales results.

Final thoughts

Remember, the success of your products in the market often depends on how well your partners understand and advocate for them.

By investing in training, you are not simply providing information. You are building expertise, trust, and brand loyalty among the people representing your products to customers.

Kademi brings training content, assessments, certifications, communications, incentives, automation, and performance tracking together within one partner experience. A personalized Kademi demonstration can show how these capabilities can support a structured channel and partner training program.

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