Partner Management Automation

Problems We Solve

Partner Onboarding Delays

Getting a new partner set up in your portal, sending agreements and completing the onboarding checklist by hand for each one is slow and inconsistent. Automated onboarding flows make the process fast and repeatable.

Deal Registration Tracking

Manually checking and updating deal registration status across partners creates delays and visibility gaps. RPA keeps deal data current and notifies the right people automatically.

Co-Marketing Coordination

Coordinating campaign assets, approvals and timelines with multiple partners by email is a lot of back and forth. Automated workflow triggers and status updates keep co-marketing programs moving without constant manual follow-up.

Partner Performance Reporting

Building partner pipeline and revenue reports from CRM data by hand before every quarterly review wastes hours. Automated reports are ready on schedule without anyone pulling the data.

PRM and CRM Integration

We connect your partner relationship management platform, CRM and communication tools so partner and deal data flows between them automatically. Common platforms include Salesforce PRM, PartnerStack and HubSpot.

Onboarding and Reporting Automation

Partner onboarding flows, deal tracking updates and performance reports run automatically so your team always has current data and partners get a consistent experience.

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Partnership Challenges RPA Solves

Onboard partners faster

Automated onboarding flows mean new partners complete the setup process in days rather than weeks, so they start generating pipeline sooner.

Keep partner data accurate

Automated deal tracking and CRM sync mean partner pipeline reflects reality, which makes performance reviews and incentive calculations more straightforward.

Scale the program without adding headcount

As the partner ecosystem grows, automated workflows absorb the extra onboarding, tracking and reporting volume without proportionally increasing the admin burden on your team.

Our Development Process

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Discovery Call

Initial consultation. Project assessment. Solution overview.

Strategy & Proposal

Refine project scope. Define clear goals. Deliver tailored solutions.

Integration

Optimize workflows. Enhance collaboration. Accelerate growth.

Support, Monitor & Scale

Maximize uptime. Ensure peak performance. Drive continuous improvement.

Implemented
Workflows

NDA

AI-Powered Recruitment Automation for Affiliate Marketing

Workflow Automation

AI Implementation

A four-module AI layer that took a high-velocity affiliate marketing recruiting team from manual notes and ad hoc sourcing to standardised briefs, evaluations and branded assets, live in four weeks.

AI-Powered Recruitment Automation for Affiliate Marketing

NDA

AI-Powered Recruitment Admin Automation

Workflow Automation

AI Implementation

Recruitment

A lightweight n8n and AI pilot that took a two-person UK recruitment boutique from manual notes, CVs and follow-up tracking to a fully automated admin cycle, delivered in five working days.

NDA

AI-Powered Lead Generation Platform

AI Implementation

Sales Automation

Sales

A custom outbound platform that replaced four disconnected tools with one AI-orchestrated pipeline for a UK recruitment consultancy, turning hiring signals into qualified conversations without the manual legwork.

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What clients say about us

They are truly experienced specialists who work in a well-coordinated way.

Sidis Group has delivered around 15 well-tested features, saving the client approximately 100 man-hours. The team has a well-structured process and communicates effectively. They're also professional, experienced, and organized. Overall, the client is very satisfied with Sidis Group's work.

Nikolay Popov

Head, AdKey.app

There have never been any critical issues with timing or estimation.

Sidis Group has launched the client's MVP within the agreed timeline and budget. The team has deployed the platform into production with live users and improved operational efficiency due to optimized business processes. Moreover, Sidis Group has integrated key third-party providers.

Denis Gulagin

CEO & Founder, Bakksy

Their genuine interest in the project was most impressive.

Sidis Group's completed the project quickly and on time. The team responded promptly to requests and handled all adjustments efficiently throughout the project. Moreover, they were highly engaged, proactive in suggesting improvements, and committed to achieving optimal results.

Dmytro Kaminskyi

IT Support Engineer for E-Commerce & Amazon, I'm a Natural

GET IN TOUCH

Fill out our contact form for a free consultation, or book an online meeting directly via Calendly.

We discuss your project even if you have just a raw idea.

We choose a model and approach that are suitable for your case and budget.

Questions & answers

What partnership tasks can RPA automate?

Partner onboarding steps, deal registration tracking, co-marketing workflow coordination, partner portal updates, performance report generation and recurring partner communication. Any repetitive, process-based partnership task is a good starting point.

Which partner management platforms do you work with?

We have worked with Salesforce PRM, PartnerStack, HubSpot, Alliances and custom partner tracking systems. If your platform has an API, we can connect to it.

Does partner management automation work for indirect sales models?

Yes. Deal registration tracking, lead distribution to partners and co-sell coordination are all common starting points for indirect sales channel programs.

How do we handle partner-specific customization in onboarding?

RPA can branch based on partner tier, region or type, so different partner segments go through different onboarding tracks automatically.

How long does implementation take?

A single workflow like partner onboarding or deal tracking automation can launch in one to two weeks. A full partner management automation setup usually takes four to eight weeks.