For partners
Bring AI and SaaS products to your customers with product knowledge, sales guidance and commercial support from Unfold. You lead the customer relationship. We help connect the product, the vendor and the work behind each opportunity.
From customer need to opportunity
Start with the problem your customer needs to solve. Build your understanding of the product, work through the questions and prepare a proposal that fits their requirements.
Explore our AI and SaaS portfolio, then work with us to understand where a product could fit. Each vendor page gives you a starting point for its capabilities and resources.
The customer’s priorities, existing environment and the outcome they need. These help focus the product discussion.
Use product information and sales guidance to prepare for discovery and demonstrations. We help connect your questions with the relevant knowledge and vendor support.
The questions you need to answer, any technical requirements and where specialist input would help.
Work through quotes and orders, then keep subscriptions and renewals in view. We support the commercial detail as your customer’s needs develop.
The agreed scope, quantities, timing and any changes in customer needs before the next order or renewal.
Working together
You know your customers and the services you bring to them. Unfold connects you with product knowledge, vendor relationships and support for the commercial work.
Understand customer needs, develop the opportunity and lead the relationship. Define your services, confirm the proposed scope and stay close to the customer’s plans.
Connect you with vendors, provide product knowledge and sales guidance, and support pricing, quotes, orders, subscriptions and renewals.
Provide the product and its specialist resources. Product capabilities, implementation requirements and support arrangements depend on the vendor and solution.
Work through responsibilities early, including delivery, product support and any questions that need specialist input.
The platform behind the work
Use the Unfold platform for the tasks around each opportunity, with our team available when you need help with product or commercial questions.
Ask product questions and use the available information to prepare for a customer conversation. Bring specialist or unresolved requirements to our team before confirming a solution.
Build a quote around the customer’s requirements. Review the products, quantities, term and pricing, and resolve any scope or commercial questions before sharing your proposal.
Once the scope is agreed, work through the order details. Check the customer information, products and quantities before submission, and ask us about anything that needs clarification.
Keep subscriptions and upcoming renewals in view. Review what the customer uses, discuss changing requirements and prepare the next commercial conversation.
These are views of the Unfold platform. Available products, pricing and workflows depend on your account and the relevant vendor arrangements.
Getting started
Register your business for review. If approved, you’ll receive access to the Unfold platform to explore products and prepare customer opportunities.
Complete the partner registration form with your business details. We’ll review your registration and, if approved, give you access to the Unfold platform.
Start with the customer needs you see most often. Review the relevant vendors and speak with us about product fit and the knowledge you need.
Bring the customer requirements and proposed scope. Work through product questions, pricing and any specialist support needed before progressing.
Support your customer beyond the first order. Keep subscriptions, renewals and changing needs in view, with Unfold supporting the commercial work.
Before you join
Yes. You lead the customer relationship and bring your own expertise and services. Unfold supports the product knowledge, vendor connections and commercial work around it.
Yes. Bring us the requirements and the questions you need to resolve. We provide product knowledge, sales guidance and commercial support, and help connect specialist questions with the relevant vendor resources.
We’ll review your registration. If approved, you’ll receive access to the Unfold platform. The registration form opens in our separate partner registration application.
Take the next step
Register your business for review. If approved, you’ll receive access to the Unfold platform.
Register as a partner