ConveyOne Platform for Channel Sellers
Website, CRM, and Email Marketing in One Platform
Replace your current website with a new, modern look or link from your website
Receive a continuous feed of articles and updated industry content
Use the built-in CRM to organize customers and prospects
Deliver targeted email marketing campaigns or newsletters
Allow member access to an online resource center with private content, specials, or webinars
Organize webinars and use your Zoom, Teams, or BlueJeans licenses to deliver them inside of ConveyOne
Designed for Channel Partners
Select from one of our modern designs and we'll add your branding and information to have you up and running in no time.
The All-in-One Marketing Platform
A Professional Website
Replace your existing website with a site designed for channel sellers, VARs or managed services organizations
Select from a design template, use it as is or customize it.
We'll add your logo, colors, and information
Add a continuous content feed of industry insights and articles.
Hosted on AWS, secure, and mobile-friendly
Custom Themes
Pick a theme designed for channel organizations and brand with your logo, colors, and information.
Content Curation
Connect your website to the digital library for a constant feed of industry insights and articles.
Calls to Action
Drive viewers to fill out forms, register for webinars, view content or ask to get in touch.
DIY Tools
Update your website without any coding or technical skills needed or let us keep it updated.
Members-Only
Invite customers and prospects to join your site to access members' only content and specials.
Mobile Responsive
Responsive design makes your site viewable on wide screens, laptops, and smartphones.
Hosting & URL
Keep your existing URL or use a custom subdomain. Your site is secured on AWS and monitored continuously.
Tracking & Reports
Reports track every action a logged in member takes. Embed lead or tracking tools to analyze views.
Robust Resource Center
A continuous feed of industry content keeps your site updated and relevant.
✓ Content is organized into easy to view directories.
✓ The digital library delivers a continuous feed of industry insights and articles.
✓ Easy to use tools to add your own content.
✓ Track and monitor content engagement.
Automated Content Feed
Your site is connected to a digital asset library to keep updated content flowing.
Select Categories
Choose content topics ranging from industry insights to security or connectivity solutions.
Preapprove Content
Have full control over content before it displays by turning on an approval process.
Members Only
Designate content as "members only" so only individuals that log in to your site can view it.
Add Content
The easy-to-use content editor lets you add content including uploaded files, videos, and more.
Scheduling
Set content to display or disappear based on a schedule you set.
Sharing Tools
Enable content sharing on social media, via email or by downloading content files.
Tracking & Reports
Reports track how logged in members view or share content.
Easy to Use CRM
Keep track of your customers and prospects in the built-in CRM.
✓ Add unlimited contact records.
✓ The CRM comes customized and set up.
✓ Easy to add additional fields
✓ Take notes and assign action items.
✓ Access and download reports to view CRM data.
Unlimited Records
No need to keep track of the number of records you have. There is no limit or expiration date.
Custom Database
Your database is set up with standard fields, but it is easy to add more and organize them into sections.
Notes & Action Items
Use the notes section to add notes to any record and assign reminders or action items to yourself or others.
Member Records
Use the built-in sign-up process for individuals to become members of your site and be added o your CRM.
Member Types
Segment members into types (i.e., customers, prospects) to give them a custom viewing experience or send them targeted emails.
Contacts/ Prospects
Add or upload lists of contacts and prospects for marketing outreach.
Upload Files
Upload files to member records for individuals to download forms, commission statements or more.
Tracking & Reports
Standard and custom reports allow you to view reports on the site or export into a .csv or Excel file.
Activate the Marketing Hub
Send custom emails or newsletters. Share content on social media or add a Twitter wall.
✓ Outreach to an unlimited number of contacts
✓ Send custom emails or newsletters
✓ Track delivery and opens in email reports
✓ Use social sharing to post links to content.
Unlimited Emails
No need to keep track of the number of emails you send or contacts that receive them.
Email Contacts
Add customers and prospects to the built-in CRM system to organize them for email outreach.
Custom Emails
Use the email editor to set up sections and add text or graphics to create high-quality custom emails.
Newsletters
Deliver newsletters to send individuals back to your site to explore content or take a call to action. Automate delivery on a regular schedule.
CAN/SPAM Compliant
Recipients of emails from your site can opt out at any time and the technology ensures you are CAN/SPAM compliant.
Segment Delivery
Customize the individuals that receive your emails with filters and fields from your CRM records.
Social Media
Share any content post on social media and add a Twitter wall to automatically pull in a Twitter feed.
Email Reports
Reports automatically track email deliveries, bounces, opens, unique opens, clicks, and opt outs.
Launch Webinars
Automate webinar and meeting setup and delivery right from your site.
✓ Bring your Zoom, Teams, BlueJeans licenses to conduct webinars
✓ Turn on registration and send email reminders
✓ Access webinars from inside your ConveyOne platform.
✓ View reports of who looked at your webinar, registered or attended.
Webinar
Use the built-in Teams, Zoom or BlueJeans integration to automate setting up and delivering webinars or add custom meeting links
Easy to Setup
Use the wizard to create the webinars, turn on registration, and add email reminders.
Automate Sign Up
Site members can register for a webinar and add it to their business calendar.
Email Reminders
Add email reminders to ensure that individuals who register remember to attend.
On-Demand Content
Record your webinar and upload the MP4 file to ConveyOne for video on demand.
In Person Events
Create in-person events and use registration for sign up, location information and reminders.
Directories
Highlight upcoming webinars in a directory for people to explore and sign up.
Tracking & Reports
Track members that viewed the webinar, registered, and if they viewed a reminder email. Zoom or BlueJeans add attendance to ConveyOne.
Membership
Encourage individuals to become members to get updates and access to members-only content and specials.
✓ Access to private areas and content.
✓ Automated signup and onboarding.
✓ Segment members into types.
✓ Track all member activity on the site.
Unlimited Site Members
No need to keep track of the number of members you have on the site.
Automated Sign Up
The member application automates sign up and onboarding. The contact record is automatically added to your CRM.
Segment Members
Add member types to segment your audience for a custom content view or segmented email outreach.
Custom Dashboards
Members have a dashboard to manage their data, preferences, access member features, and get quick links to other parts of your site.
Member Features
Members can bookmark content, sign up for webinars, get email reminders, and connect to each other through optional member directories.
Member Groups
Turn on member groups to allow a group administrator to add others in the organization as site members.
Deliver Content
Upload files like commissions and marketing materials directly to member dashboards.
Tracking & Reports
Reports track all member activity including logins, content views, activity inside of site segments, and more.
