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How to develop more effective alliance partner sales tools

Alliance partner managers and other partner marketing professionals are often faced with creating joint sales tools to promote and sell their complementary solutions. They frequently use common sales tools, such as brochures and sales presentations amongst many available other tools. With limited budget and time, the challenge is understanding which tools will add the most value for both companies. 

Assessing your sales tool needs 

It’s vital to choose sales tools that will accelerate your mutual prospects and customers through their customer journey. This starts with a basic agreement between you and your alliance partner on where your joint sales efforts need the most support along the way.

Let’s look at the first five stages of the journey and discuss some useful joint sales tools. 

1. Aware

At this stage, your joint sales tools should help the customer to evaluate their situation, identify the challenge and the need, and understand that the two partnering companies are developing complementary solutions together that address the customer’s needs.


These sales tools are most needed when your sales pipeline has not yet reached your desired level and your joint solution or alliance relationship hasn’t obtained enough market awareness. 

Sales tools for the aware stage are designed to get attention and earn mindshare (attention over time). Keep them brief and high level, focusing on the customer’s environment, challenges and needs. Avoid huge volumes of product/solution detail. You’ll convey the details later on in the journey. 

2. Inform

At the ‘inform’ stage, customers are generally aware of their overall challenges and needs. Now they’re actively researching potential solutions, so focus on further educating the customers on how the combined solution addresses those needs, without too much promoting or pitching. 



Make these joint sales tools educational. Don’t sell too heavily. Focus on the customer, not on you or your alliance relationship. 

Your goal is to provide useful information and establish your credibility. Success stories and case studies are particularly useful for showing how real companies overcame critical challenges to achieve vital business goals using your joint solutions.  

3. Consider

At the ‘consider’ stage of the customer journey, deploy sales tools that position your combined solution as uniquely able to help the customer address critical business challenges and achieve their goals. At this point, you’ve turned the corner into proactive selling. Many of the more traditional sales tools fall into this stage, such as product brochures and sales presentations.  



Focus on differentiating your joint solution. If your partner is allied with any of your competitors, they may be reluctant to seem to publicly endorse your product over others. In this case, craft your messaging carefully so that it showcases the mutual benefits of the combined solution and the partner relationship without implying the partner’s preference. 

4. Evaluate

In this stage, the target customer has a clear understanding of the issues and recognises the need to pursue a solution. They are now looking to compare viable alternative solutions that best fit their needs. Effective joint sales tools will help convince the customer that you and your partner, together, offer the best complete solution when compared to alternative choices. 



Don’t assume that your most formidable competitor is another company. In the world of complex B2B solutions, especially technology solutions, you might often lose not to another company but to the customer’s decision to do nothing. Make sure your sales tools explain why doing nothing is not a viable alternative. 

5. Decide

When it’s time for customers to make their purchase decision, it’s often best to use a small number of highly focused sales tools. The tools used at the decide stage should help push the customer over the decision fence and should focus on special offers and incentives that help close the sale.  



The final stage of the customer purchase decision may not occur simultaneously for you and your alliance partner. For example, a customer may select their production management software well before the platform and products to implement the solution on. At this stage, the joint sales effort can sometimes break down.

A partner that has closed their sale may lack motivation to stay involved over several more weeks to help the other partner complete their sale. Packaged pricing deals can motivate the customer to choose the combined solution, either immediately or within a limited time.

Beyond the sale

The customer journey does not end with the solution purchase. You likely don’t (and certainly shouldn’t) stop communicating with your customer once they become a customer. But often, much of the focus of the alliance is on jointly building new sales, not on addressing post-sales needs. There are two additional customer journey stages to be aware of: 

6. Use

Communicating to new customers is vital to building strong customer relationships and loyalty. Sales tools developed for this stage typically help the customer get the maximum benefits from your product and recognise those benefits as a significant contributor to their total ROI.
Examples of joint sales tools used in the use stage include solution and product usage guides, customer success stories and videos, customer forums or user groups, customer workshops and events, solution application guides and showcases, and solution tuning guides. 

7. Retain

Once a customer has become a mature user of your allied solutions, the right sales tools can encourage future purchases by promoting product upgrades, add-on products or other offerings. At this stage, use joint sales tools to keep customers loyal and engaged.  

Joint sales tools here might include customer retention sales playbooks, upgrade program offers (guides or videos); customer loyalty programs and promotions; customer conferences; user groups, special interest groups, or other event promotion tools; or end-of-life migration promotional tools. 

It all starts with a content strategy for your alliance partnership

Whilst today’s B2B marketers are committed to developing a content strategy, they often don’t exist or are poorly documented when it comes to their partner alliance relationships; a factor which makes it difficult to create a strategy for your joint sales tools. So, many alliance marketing teams scramble to develop sales tools and collateral in response to, for example, new product launches, upcoming joint trade shows or conferences, and new sales promotions. 

How often do you create technical papers, articles or other joint sales tools simply to check them off a list? A jointly produced and documented content strategy will help ensure that your content is valuable to your mutual target audience and accelerates your customers along their journey. This will also help you set priorities, something that is even more important when your resources are constrained.

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