Seamlessly automate the intake, routing, and qualification of partnership-generated leads by integrating partner portals, shared forms, and CRM (Salesforce/HubSpot) into Whistle's internal SDR workflows. This system ensures each partner lead is instantly assigned to the right rep with complete attribution, using custom enrichment and real-time triggers.

Deploy middleware automations and bidirectional syncs between disparate CRMs, sales engagement tools (Salesforce, HubSpot, Pardot, Mailchimp), and partner systems to normalize data, automate enrichment, and maintain a single source of truth for all pipeline activity across teams.

Eliminates duplicate entry and reconciliation across at least three platforms, saving 8–10 hours/week per ops manager, while increasing SDR productivity by 12% through real-time data access and reducing lost opportunities from fragmented workflows.

Implement an automated reporting system that tracks every partner-sourced lead through the pipeline, tying outcomes to specific partners and campaigns for clear attribution and real-time forecasting. Custom dashboards pull data from Salesforce/HubSpot and partner submissions, providing actionable insights for strategic planning.

Delivers up-to-date attribution and forecast visibility, improving partner program ROI tracking and enabling 10–15% better resource allocation; saves 4–6 hours/week on manual reporting and increases confidence in revenue projections for leadership.