> For the complete documentation index, see [llms.txt](https://docs.sharinpix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sharinpix.com/documentation/p/partner-program-guide.md). # Partner Program Guide ## Contents * Partner Onboarding Experience * "SharinPix Partner Sign-up" Form * "Welcome to the SharinPix Partner Program" email * "SharinPix Partner Program Introduction" email * Agreements * Next Steps * Program Participation * Marketing/Co-branding Campaigns * Press Pack * Branding * Slide Decks * Industry eBooks * Demo Videos * Training Resources * Knowledge Base * "Learn SharinPix" Trial * Sales Process * Demo Assistance * Customer Onboarding Experience * Additional Licensing * Implementation * Feature Requests * Project Review * Rewards and Incentives * Lunch & Learn promotion * Referrals * From You to SharinPix * From SharinPix to You * Support * Knowledge Base * Create a Support Ticket * Office Hours * Partner Program Contacts ## Partner Onboarding Experience Here's what you can expect as your organization joins the SharinPix program - so you're acquainted with the whole process and can verify what you should receive and what to expect next. "SharinPix Partner Sign-up" Form Once you express interest in our Partner Program, our Partner Advocate sends a sign-up request form to you or your suggested coworker to collect basic partner account information. No worries that this represents a legal commitment! It's an entry point to the program so we understand the right channels to assist you. Receiving any financial incentives does require signing an additional legal Partner Agreement. You may have questions about the signup form fields. As every company is different, let us clarify: *VAT* Refers to a "value-added tax" number. We must have this on file for non-US partners that want to receive rewards and incentives by signing our Partner Agreement. Feel free to provide this information to our Partner Advocate at a later date. *Partner Manager* Person at your company managing supporting relationships with other businesses. They are responsible for working with our Partner Advocate regarding your company's ongoing involvement in the program and relaying communication to your team as necessary. e.g. scheduling training, coordinating joint marketing efforts, etc. *Business Developer/Head of Delivery* Person at your company that coordinates project assignments to your consultants. To receive financial rewards as a partner, be sure to include address information and, for non-US companies, your Value Added Tax (VAT) number. "Welcome to the SharinPix Partner Program" email Once your organization has completed and returned the form, our Partner Advocate sends you and your team a "Welcome to the SharinPix Partner Program!" email to highlight Rewards and Incentives, explain how to get started, and direct you to this Guide. And you ended up here! "SharinPix Partner Program Introduction" email Our Partner Advocate provides a more official introduction and highlights the important aspects of this guide. Agreements Participation in the SharinPix Partner Program is voluntary, but occasionally the nature of the work requires additional agreements. To request one of these agreements to sign, contact the Partner Advocate. SharinPix is currently drafting our Partner Referral Agreement, required for Partners to receive the Referral Fee incentive. We can send partners a mutual Non-Disclosure Agreement (mNDA) to protect your and your clients' sensitive business information. [2024-03-25 NDA Template for Partners.pdf](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/2024-03-25%20NDA%20Template%20for%20Partners.pdf) [Referral-Partner-Agreement-SharinPix.pdf](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/Referral-Partner-Agreement-SharinPix.pdf) Next Steps The next step is on you! It could be a marketing campaign, an initial training for your team, or submitting a potential customer. Choose whichever option/s currently work best for your needs, and let's get started! We want to stay in touch so we can share our success! ## Program Participation ### Requirements Requirements to remain in the program are merely that we stay aware of your current direction either by planning a joint marketing campaign, scheduling training, or having a prospective client in the sales process. If we don't hear from you, you may receive additional emails inquiring about your interest and timeline for your next steps. After 90 days without engagement, we archive your sign-up for the program. We keep your participation in our program on file; you retain credit for implementations you've done. But if your engagement lapses- your participation is archived and you are no longer considered "active". ### Marketing/Co-branding Campaigns 1. Work with our Marketing Director to publish a blog on your site or plan a social media campaign 2. Schedule a "Lunch & Learn" introductory session for your local community group by contacting the Partner Advocate *Don't forget your access to our* *Press Pack* *!* ### Press Pack This is your resource for marketing materials related to SharinPix so you can promote our alliance to your customers. more to come.... including prepped slide decks for demos and branding guidelines. #### Branding [LOGO SharinPix w gradient.eps](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/LOGO%20SharinPix%20w%20gradient.eps) #### Slide Decks [2023-11-16 SharinPix Partner 1st Call Deck.pptx](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/2023-11-16%20SharinPix%20Partner%201st%20Call%20Deck.pptx) [2023-11-16 SharinPix Partner 1st Call Deck Presentation Outline.pdf](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/2023-11-16%20SharinPix%20Partner%201st%20Call%20Deck%20Presentation%20Outline.pdf) #### Industry E-Books [2024-04 Financial Services Industry Ebook -SharinPix PDF app.pdf](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/2024-04%20Financial%20Services%20Industry%20Ebook%20-SharinPix%20PDF%20app.pdf) [2024-09-30 SharinPix\_Industry\_Insider\_Construction\&Contractors.pdf](https://github.com/SharinPix/documentation/blob/main/others/.gitbook/assets/2024-09-30%20SharinPix_Industry_Insider_Construction\&Contractors.pdf) #### Demo Videos We recommend you bookmark these links for using in your demos. Some of the videos are also available in the Learn SharinPix Trial * SharinPix Image App, PDF App, and Inspection App * [Promo: SharinPix in 60s](https://bit.ly/SPX-partnerguide-AMP60s) * [Promo: SharinPix Inspection App in 60s](https://bit.ly/SPX-partnerguide-INSPAMP60s) * [Promo: SharinPix PDF & Document App in 60s](https://www.youtube.com/watch?v=JIcBff-f1BU) * [Promo: SharinPix Field Inspection App with 3rd party SMS integration](https://bit.ly/SPX-partnerguide-SFSwSMS) * [Components: SharinPix Plan & SharinPix Plan Item Related List](https://bit.ly/SPX-partnerguide-SPXPlan) * [Feature: AI Connect](https://www.youtube.com/watch?v=9XWntQf7ODo\&t=2s) * SharinPix Forms App * [Components: SharinPix Mobile Form Launcher & SharinPix Plan](https://www.youtube.com/watch?v=0Oidjm7ASf4) * [Feature: MagicFill](https://www.youtube.com/watch?v=0Oidjm7ASf4) * SharinPix Mobile App * [Feature: Snap & Say](https://bit.ly/SPX-partnerguide-SnapSay) * [Feature: Scan Documents](https://bit.ly/SPX-partnerguide-scandocs)\* * [Feature: Checklist](https://bit.ly/SPX-partnerguide-checklist) * [Feature: Plan Marking in SFS\*](https://bit.ly/SPX-partnerguide-planmarkinginSFS) * [Feature: SharinPix Sketcher in SFS\*](https://bit.ly/SPX-partnerguide-sketcherinsfs) * [Feature: Mobile PDF form with photos, sketches, and signature\*](https://bit.ly/SPX-partnerguide-mobilepdfform) \**designed for use during live demo* ### Training Resources Everyone likes to absorb new information their own way, so you have options. #### Knowledge Base **Like to figure it out yourself?** Try our [Knowledge Base](https://github.com/SharinPix/documentation/blob/main/m/documentation/README.md) articles: * [FAQs](https://github.com/SharinPix/documentation/blob/main/m/FAQ/README.md) * [Release Notes](https://github.com/SharinPix/documentation/blob/main/m/FAQ/c/243806/README.md) * [Main Documentation](https://github.com/SharinPix/documentation/blob/main/m/documentation/README.md) * [Setup and post-installation](https://github.com/SharinPix/documentation/blob/main/m/documentation/c/243061/README.md) * Feature and component implementation * [Recipe Cookbook](https://github.com/SharinPix/documentation/blob/main/m/documentation/c/247015/README.md) with common use cases #### Learn SharinPix Trial Designed with consultants in mind, our Trialforce trial hosts pre-configured examples of common SharinPix features, components, and solutions, with cross-references to the pricing plans and documentation resources required Current examples include: * Contact | Profile picture using SharinPix Single-Image component * Display a map of the image capture location on the record with the Map component * Collect images on a job site using a guided checklist * Create a media banner with a text overlay using record data * Create an Auction Catalog thumbnail for an Auction Package using pictures from a child element * Monitor job progress, collect quote signatures, make annotations on a floor plan, and more as a General Contractor To get your "Learn SharinPix" trial, * log into the AppExchange * go to the [Images App by SharinPix](https://bit.ly/SharinPix%20AppExchange?utm-campaign=701Hp000001ju5nIAA\&utm-medium=SPXdocumentation\&utm-source=Partner_Program_Guide) listing * click "Try it Free" * click "Try in a new Trialforce org" ![](https://2221230591-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5EvYRrLbUyvRh8o1jmMG%2Fuploads%2FvJLAIIlgFGaB4etEfmn9%2F2024-09-30_AppExchange%20Listing.png?alt=media\&token=14efdb70-f3ab-4d22-abdd-decdb490e58e) You'll receive an email from SharinPix welcoming you to the trial and another email to "Verify your login" for your new Salesforce instance. Once logged in, In-App Guidance will walk you through using "Learn SharinPix". **Or ask for personally-presented training** * Request 1:1 or team training sessions by contacting the Partner Advocate * Schedule a call with our Customer Success team for instruction on a particular approach to a use case ## Sales Process To determine if SharinPix is the right fit for your planned solution, chat with us on our [AppExchange Listing](https://bit.ly/SharinPixAppExchange), and, of course, you may install a trial of SharinPix from there as well. Please send the Partner Advocate your client's Salesforce Org Id to establish credit an ongoing implementation is related to you. Once you have submitted a potential customer, our Sales team will contact you about what your client looks to accomplish, how you might provide that solution, and the best approaches for the use-case with SharinPix. ### Demo Assistance * Download our slide deck from our Press Pack for your demo * Ask your Sales Account Executive to host or join you in a demo ### Customer Onboarding Experience Both you and your client will be more confident if you know what to expect, so here are the steps of our Onboarding Process, beginning when they sign our quote: "SharinPix Registration" email Once a quote is signed, our Administrative Assistant emails a [registration form](https://github.com/SharinPix/documentation/blob/main/a/1686431-partner-program-guide-email-examples/README.md) to the person \_we have worked with most closely during the sales process. \_ The Registration Form includes an entries for \_Implementation Consultant, so \_make sure they know that's you! You may also be listed as the *Technical Contact* *.* This way we can contact the appropriate person in the different situations we may encounter. "Welcome to Sharinpix" email Once the Registration form is returned, we send the ["Welcome to SharinPix"](https://github.com/SharinPix/documentation/blob/main/a/1686431-partner-program-guide-email-examples/README.md) to the same Contact used for the "SharinPix Registration" email AND to the *Implementation Contact* , so as long as your client lists you on the Registration, you will also receive a copy. The email includes instructions to access documentation and support and asks the customer to schedule their onboarding meeting. Onboarding Meeting You and your client meet with our Customer Success team to plan your implementation and to introduce the resources we provide. Be sure to mention if you'd like a recording of the meeting! ### Additional Licensing As your clients adopt SharinPix, there may well come a time when they will need additional licenses to expand their use of the app. SharinPix plans to offer self-service license purchasing in the coming year, but for the moment the *SharinPix Buyer* on the customer's Account may request additional licenses by emailing [Sales@SharinPix.com](mailto:sales@sharinpix.com). If you are unsure who the *SharinPix Buyer* for your client's account is, contact the Partner Advocate. ### Implementation Process Throughout your client's project you'll continue a conversation with our Customer Success team about its progress using the resources described in this guide. We also schedule a project review meeting to review the completed solution and get a feel for the customer's feeling about the process. #### Feature Requests During your implementation, you may discover that your solution would shine brighter if SharinPix had *this one, little extra* aspect. To submit a feature request, create a Support Ticket , adding "Feature Request" to the beginning of the Subject when emailing Support directly. We make an effort to notify those interested in a particular feature when it is released. #### Project Review You and your client meet with the Customer Success team to review the project. We add aspects of your implementation to our records so that we can credit you for delivering a successful solution. As you have more experience with implementing SharinPix, we can direct potential clients your way based on their use case, so this step is important! The project is complete! Let's all go out for pizza and celebrate! 🎉 ## Rewards and Incentives Lunch & Learn promotion SharinPix will donate $100 to your chosen nonprofit\* on behalf of the first 10 partners to schedule a SharinPix "Lunch & Learn" or training webinar for their team. \*choose from our internationally-recognized, highly-rated, and diverse [approved list of nonprofits](https://github.com/SharinPix/documentation/blob/main/a/1799086-partner-program-approved-nonprofits/README.md) \_ \_ Participate by submitting our [Lunch & Learn Referral form](https://docs.google.com/forms/d/e/1FAIpQLSehyH_P4qgyUk4RIlfLELz-EP2zPyKv00CJEz-VrHBKkfNM9Q/viewform?usp=pp_url), and our Partner Advocate will contact your training coordinator about scheduling. ### Referrals From you to SharinPix **SharinPix offers a 10% return for qualifying partner referrals totaling $20K or more in a calendar year after any discounts applied.** Current Requirements: 1. There is no existing contract between SharinPix and the referred client 2. Partner has signed the Partner Referral Agreement 3. A formal Referral Request has been agreed between SharinPix and the Partner 4. Referred client has signed a license contract with SharinPix within 200 days of the Partner referring the client through the Referral Request Form. 5. Referred client has paid for the licenses 6. Value Added Tax (VAT) number on file with SharinPix (non-US partners only) From SharinPix to you Once a consulting group has completed three successful implementations of SharinPix and completed Partner Program Sign-up, SharinPix will offer your services as an option to customers expressing this need. Referrals are prioritized based on industry, technology, and region. SharinPix intends to add a Partner page to [SharinPix.com](https://www.sharinpix.com/) to display logos of those who have achieved this level of partnership. ## Support Questions? here's where to go and under what circumstances * Partner Program: Contact the Partner Advocate * Sales: Chat with us on [our AppExchange listings](https://appexchange.salesforce.com/appxSearchKeywordResults?keywords=SharinPix) * Marketing: Contact the Marketing Director For technical support, make use of our Knowledge Base, create a Support Ticket, or join Office Hours. ### Knowledge Base * [Main Documentation](https://github.com/SharinPix/documentation/blob/main/m/documentation/README.md) * [FAQs](https://github.com/SharinPix/documentation/blob/main/m/FAQ/README.md) * [Release Notes](https://github.com/SharinPix/documentation/blob/main/m/FAQ/c/243806/README.md) ### Create a Support Ticket 1. [Grant Login Access](https://github.com/SharinPix/documentation/blob/main/m/FAQ/l/866034-how-to-grant-login-access/README.md) 2. Click the App Launcher 3. Enter "SharinPix" in the Quick Find 4. Click "View More" (if needed) 5. Click "SharinPix Support" tab link 6. Click "Create a SharinPix support ticket" 7. Complete the form and click "Send" *If a technical question is unrelated to a specific Salesforce instance, you can open a case directly by emailing , but whenever possible we prefer you submit cases within the app so they are attributed to the correct source.* ![](https://2221230591-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5EvYRrLbUyvRh8o1jmMG%2Fuploads%2FAAAC5nBXT0Zs1zu4yman%2F2023-05-16_SharinPix%20Support%20ANNO.png?alt=media\&token=2168ad6d-86dd-4e06-8fbd-2be0d319ff9a) ### Office Hours Join us each Thursday at 3:00 pm ET for a live session with SharinPix Image Experts. Questions are answered on a first-come, first-served basis; however, an expert will remain on the call until everyone has been addressed. Zoom Meeting: [https://us02web.zoom.us/j/88919147265](https://us02web.zoom.us/j/88919147265?pwd=20KBvH3s9yxEozSNy5v6ZKygsqak7i.1) ## Partner Program Contacts * *Partner Advocate* : Amanda Byrne, [AByrne@SharinPix.com](mailto:abyrne@sharinpix.com) * *Sales:* Jean-Michel Mougeolle, [JM@SharinPix.com](mailto:jm@sharinpix.com) * *Marketing Manager* : Will Hyatt, [WHyatt@SharinPix.com](mailto:whyatt@sharinpix.com) * *Customer Success* : Karen Jean-Baptiste, [KJeanBaptiste@SharinPix.com](mailto:kjeanbaptiste@sharinpix.com) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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